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Perhaps of little surprise it added that rider “Newcrest is reviewing the impact of inflationary pressures on future capital expenditure and operating costs as part of the Feasibility Study". Best await that FS before getting too carried away !

Remember, Aussie Miners have ‘hard ball’ wired into their DNA, so it’s hardly reassuring NCM hold a ‘whip hand’ over the key asset here. Perhaps, in part, explains why the SP is some 40% down from the previous Nov’21 fund raise and will probably now just languish pending no surprises in the FS release. As was said “ nice one Shaun !

Thankfully I live in Southern Europe, out last night lovely meal served with a One Litre Carafe of Red wine ( €5 ) admittedly the House Wine, but up there with a reasonable Oz Shiraz. Just not sure where the UK is heading now, but Spoons deserves to survive as previously always found them a valve provider. GL to those invested here.

Well you better hope that Truss doesn’t get in as she seems to have ruled out any further direct help, albeit you may get some VAT relief . Tough times ahead for all.

That’s rather a misleading headline dealing with an Agency issue. Of more interest in another Paper was how Hedge Funds spotted the wave of Retail money flowing into popular stocks hence doubling of their Short positions. Basically they saw many innocent investors coming !

Unlike others Newcrest have time on their hands. They’ve already said the Schedule for first Ore is now currently under review and with 5% of total Capex earmarked for Havieron this year, it’s not as if they’re short of work elsewhere !

Need to hope the DOW stabilises on Mon. following that 1000pt drop today. If not, by the time the UK Market opens on Tues there could be a rush for the door. This is no longer BOO specific, many Funds are increasing Short exposures given the wider macro economics which they obviously see as starting to feed thro onto Balance Sheets. GL

Hopefully we can hold onto this gain going into the HY Results. Need to thank HBR in telling the Green/ ESG brigade this week, you can “kiss my a*se” !

Think we’re in for a few more months yet of depressing news linked to energy and commodity price inflation, rising interest rates and not to mention Putin’s war, so it’s little wonder sentiment remains negative across many Sectors. Just needs another sharp Market Correction and then you’ll see real value emerging, so best be prepared to never let a crisis go to waste !

Not yet invested here still doing research, but see one Measure of THG’s Success is to “deliver an immersive and highly engaging customer experience”. I equally saw what Lord Allen was promising Shareholders on his appointment earlier this year, which seems to have cost him circa £300k in the 2 months since his investment here. I’m left feeling it’s probably best to remain a Customer and enjoy that ‘immersive’ experience whatever that is , and review again when the next TU / Outlook is provided.

Wouldn’t worry about any possible Institutional Short squeeze….it’s not as if it’s there own money anyway and as usual it’s only the Retail brigade who really suffer and those pushing money for others to manage !

At long last some very welcome news, had written this holding off years ago !

“What happens to CFD positions if CINE stops trading ? “ remember CFD’s are merely contracts for the difference in pricing of an asset ….they aren’t otherwise connected or own the asset. If the asset disappears one side of the deal will show Zero !

“surely people do their own research” well guess many don’t, and merely follow the crowd. A quick look at the most popular Shares on LSE shows most are significantly underwater. In a way that’s why this Site is so valuable, it often highlights unjustified support which eventually plays into your own pocket, if you employ the appropriate trading tactics. CINE was always vulnerable entering into Covid, the accounts showed you that, the unknown was just how long it would take to place it into intensive care. Vultures don’t tend to go hungry for long !

BOO clearly have a future, they’re in the right place. I just question whether the Founding Directors still have that burning achievement desire necessary to really drive this forward. Maybe time for some new blood to shake things up and retire JL who seems an expensive wall flower caught in a drought !

this is certainly starting to look interesting again, although personally happy to wait a while yet as sentiment is a powerful driver of SP, and currently the media are in full flow predicting the end is near. Meanwhile will continue to ride the energy cycle. Hope BOO are into thermals ….many will need them soon !

Even that Debt for Equity option is now looking bleak given forward Equity valuations. Will only take one to enforce its Covenant Requirement now , and this pack of cards will collapse pretty quickly !

How many times do you see the comment “I can’t afford to sell” …..which in reality should be ‘ I can’t afford NOT to sell “. One reason those playing with others money are far more ruthless and I guess frequently more successful at this game !

Well here’s a quote from one of the major Hedge Fund Managers shorting this stock “ its the fault of a debtfuelled acquisition strategy to build an empire in a sunset industry “ . With attitudes like that the availability of new liquidity could be a problem !

Cinema’s will survive. Bit like Restaurants, you can eat at home but people are sociable animals thus enjoy going out and being in the company of others. That said most films look good on a 75” HD home screen, so technology will continue to nibble away at the sector, whether CINE is involved or not !