Member Info for Noddi

Two stats to add to your summary I have been looking at today… 15million U.K. subscribers to Netflix as of q3 2020, 176million admissions to cinemas in 2019, 44 million in 2020. I’m not disagreeing with any detail of your analysis but I’m not sure all 66m people in the U.K. have given up yet on a kids birthday party, date night, ultimate fan watching a top film on the big screen with a tonne of pop corn and over priced pick and mix. I got in cine at 57, bought a chunk more at 90 and Cine has gone from top of my league to bottom in 8 days, my current question is will they be picked up at this cheap price knowing U.K. is opening up and USA (biggest market) having momentum. GLA

I won’t be the only one living rural, I have 1.2 mb download speed, BT fibre supposed to be in the area 2 years ago, I have been told October I will have it.
I do have an zee 4g box but use that only for work/zoom etc. Streaming services is like NAPS with VR, not mainstream enough to impact Business as usual imho yet…

Might have been mentioned recently but I just saw my first 2 for 1 offer for compare the market, great to see the old deals back on the table... GLA! Topped up 10% yesterday.

Great news!

Which will come first KOD or PXEN, anyone else in both?

Am I alone in expecting an uplift moving into the weekend as the USA market open up (75% of our revenue if I read that correct)???

91% down when I decided last year enough was enough. At least I called the end right, these companies should not be on AIM in the first place. #bitterpill. Lesson: just because everything sounds like it should work, doesn’t mean that the board have any real plans to share...

Didn’t they do a big buy back campaign about two years back?

:) nice 4% already, love a good decision... out of all the companies hit, these guys have already sorted their immediate future financially. #Passthepopcorn

We were told the financial worst case was planned for not opening until May, we get confirmation that the largest market is opening in April with confirmed movies and the price goes down?? Wasn’t planning on buying more but have ridden BP. Enough so have just put all that in ?

Given the uncertainty of the duration of the Covid pandemic, the Group has worked with its financial advisors to plan for multiple scenarios. The Group base case scenario assumes a reopening of cinemas no later than May 2021. Under this base case scenario, the Group has sufficient headroom for 2021 and beyond. In the event of a further delay to the cinema reopening, the Group expects to retain sufficient liquidity for a number of additional months, but may require lender support in order to deploy that liquidity.

Sounds like the advisors called it right with planning for May reopening! This is my best performing share, I was considering a top slice but feel I would be missing out on the reopen.. (not usually 135% up) thoughts/ strategy sharing all welcome...

Has it finally been signed? or is this move because I sold 25% 2 weeks ago for personal cash flow :( GLA

https://huddleup.substack.com/p/draftkings-offers-1-billion-in-convertible
Not sure if this has been seen today Draft kings 1b convertible note for a war chest...

I'm LTH here, can't be bothered with the anxiety of selling and buying back in higher later - been there done it. I would have taken 50% uplift this morning so wont be grumbling about selling and buying, lah de dah, it was fun watching the rollercoaster but i'm in for the results ... GLA

Featured on 10 o’clock news. Need to at least have a “me too” statement...

If I was hiring those folks it’s because I am investing in a content strategy. UI/ux + the data analyst will be looking for insights into buyer behaviour to inform product positioning/ cross sells and the best kind of content to improve engagement . Campaign manager probably to keep costs down from externals and don’t forget the two leading execs are both from product marketing background so they know what they are looking to achieve. I’d predict lots of campaigns coming with product launches...

I think it is undervalued yes, the assets are worth more but there is a history here with plenty of burnt fingers. This is the worst performer in my portfolio, 5p I take note, 9p I make a decision to stay or not. Things have just taken a while to get signed, Hope it works out for everyone when once the ink is dry!!

I have worked with some of their products is the past, so relevant right now, this is my second largest holding and will pay for my extension next year if/when they get back in favour

I would expect another 10p once the USA wake up, they love tech and especially their own tech (Amazon).

Mar 1, 2021
Capita plc today announces it has been appointed to the Department for Education’s (DfE) Early Career Framework (ECF). The framework will see suppliers bid for up to £250m worth of work over four years.