Member Info for mark_rs

No no dilution mate.. that’s a worse case basically with cinema not open around the globe

They have put in place everything they need to see them through I believe a year (I’m not able to
Copy the presentation for exact dates atm so someone might help u on that)

@johnht

Again mate.. the plex deal has been broken by them and they are confident to challenge them back

Tbh I expect that deal to
Still go ahead at a lower price in a years time outside court

The landlord i believe was just 1 U.K. one, they touched on this through the live question and mentioned all Landlords are being very good and
Now understand the business model and situation (in a nut shell just one when it all first came about got a little angry) it’s all around deferring the rent and also They have negotiated I think
Most if Not all Leases to a lower amount

All Positive points

@johnht

So how can you skirt around the truth/anything in black and white??

Everything is on the table
Now.. like it or not... everyone knows everything

And the recovery plan is in place.. nothing
More or less, and it sounds good

Yes I would have loved a rise to 60p etc but things take time and it’s about survival first (yes the figures arnt excellent but what business has) but they have proven and done that...now to rebuild which is what we looking at next

Johnht

Did you listen to the whole hour of live presentation from the board?

If not no worries but I do suggest u do
And you will
Find a very very positive outlook going fwd which addressed all the issues you talk
About with figures to back it up

I’m positive with everything they have done, yes it
Could have been better but hey we were locked down ...but along with the board this is why I’m Invested

I’d be happy with getting in now... purely on the news that’s could be coming any day about New York and California areas... not To mention BOND in 5 ish weeks time

We have had the figures today without the more
Profitable areas open, China has already surpassed the 2019 box office targets

Enough liquidity to get through another year closed, high % of money back from landlords to pay for
Refurbs.. Just a few points

Everything they said paved the way for a good and has given them “opportunities to obtain”
Higher margins” on the recovery

Which is all we can ask for now.. Rome wasn’t built in a day but cinema will shine very soon

Yeah totally agree we will see something, it’s dropped right in line with there holdings all day

Absolute perfect opportunity for them

we might have a scramble to buy shares from People who sold out if that’s the case with fear of missing the recovery

Well what a ride we are on, I believe this update is very positive to what happens next and going fwd.. yea the numbers arnt good but who thought they would be...

Looks to have settled a bit and a nice slow
Rise throughout the day, I wonder if jango group or
Another are buying up at this level again?

As mooky stated “New York and
California opening will be the kickstart to everything” happening

So nice good news on the horizon any day now

Perfects sense to start from this base level

They said in the live presentation it’s just
An
Option “if” all
Cinemas close, they have covered every possibly Avenue
They said

It was very reassuring to hear the pair of them speak, sounded like everything was under control

As above, it’s given them opportunities to be operating a better margin once we move fwd.... a more profitable cine in the future sounds good to
Me

Going to sign off now but that’s a bit from the questions going on now

I totally agree.. not
Because I’m invested and the figures arnt
Great but the whole
Board come across like they have everything under control and addressing everything

Feel Much better that everything is out and they are are waiting for the green light from New York
And California to be a turning point

Interesting read:

https://hubpages.com/politics/Pfizer-Chief-Science-Officer-Second-Wave-Based-on-Fake-Data-of-False-Positives-for-New-Cases-Pandemic-is-Over

Bond committed to be on time says mooky

50% of all Refurb costs to be paid/come Back from (landlords I think he said)

I’ve been listening to over 35 mins
Now of this and it’s not bad at all... it’s as expected but the they are very positive on each point they are addressing

I have to say he’s actually right

Stay seated, masks on, all social distanced, sanitizer, facing them same way, don’t move, staggering times, contactless payments,

Can’t really get much Covid friendly business

All Business need to stay open to keep you in business, people and business need each other

I have to say he’s actually right

Stay seated, masks on, all social distanced, sanitizer, facing them same way, don’t move, staggering times, contactless payments,

Can’t really get much Covid friendly business

All Business need to stay open to keep you in business, people and business need each other

I have to be honest the presentation is very positive for the future and what they have done...

Regal cash back a big bonus yes , also Deferred landlord payments, discounted rates and advance stages of covenant waiver for December

The finance guy is very positive for everything

Some Territories like China are back to Normal and it’s coming

Yeah I was expecting bad results and who would have known “we had a lockdown did we”

Everyone should have knows the results but no one knew the direction of SP

I believe the institutions have bought in 40-50p range and this is kind of where it probably belongs

I do believe that the likes of Jango will be buying More at this level over the next few days but we’ll see

It’s still a good buy for me long term, everything was clearly written to what’s going to
Happen and I think the 9:30 presentation might sound a
Bit better (maybe it’s been done like this on purpose, stranger things have happened)

100% they will get the waiver, it’s common knowledge businesses are getting help and rules getting stretched....

But at this point they probably havnt put pen to paper until after results so they can’t lie and say they have (and also have to
Ensure the market there is a second plan) or what’s the point Of the telling the market anything

I kind of agree... a lot of large investors have placed a lot of Money (millions) on this between 40-50p

Not just one
Either, various companies so they would have known about these results I’m certain of that