Member Info for perkylad

Yes well put Ilovesushi

I think a 'report' wouldnt be published by a large media organisation if they wern't pretty sure of the facts. No ones said cinemas are closing. The only real question is what will the shares be worth?

Yes the BOD have not been honest but they have to try and wing it 'fake it till you make it' if you like, to give the business a chance to thrive or survive in this case. It's all about confidence (or lack of it). It's pretty much standard proceedure else v few companies would even get off the ground. Shareholders have to have faith else they'll sell, which is what i did, too late, at a big loss. Not as much as you tho so i count myself lucky.

Yes i hope any 'debt relief ' will keep jobs and cinemas open, it's just that i doubt it'll also include any value in the current shares. I hope it does tho cos a lot has been lost here

sell saloon imho

Yes average broker prices going up and sp been going down. Quite a large divergence now and fundamentals look sound if a bit unexciting! That's prob not a bad thing in the current climate and sp movement today could show some good news is in the pipeline ...

Yes just noticed the large movement (for SFR). Not aware of anything but v tempted to trade the momentum..

https://www.theguardian.com/business/2022/aug/19/cineworld-preparing-to-file-for-bankruptcy-following-pandemic-rout

I think ' very significant dilution ' is them saying 0p

...look fine and expected to meet FY22 expectations in the region of 641M turnover 87M EBT and 28p EPS. Broker estimates have dropped a bit but a halving of the SP in the last year seems a bit overdone to me now.
Obvious recessionary headwinds but the debt is coming down and they are well positioned to prosper medium/long term.

https://www.edinburghnews.scotsman.com/news/transport/huge-scotrail-train-orders-in-pipeline-to-create-all-green-fleet-3811424

Is TPG still involved with development of hyrogen trains?

Yes doing a similar accumulation. Never easy to pick the low point but i feel with the projected eps estimates for the next couple of years, there is a decent balance of probabilities of a rise from here medium term.

Big rise in the last 3 days, i can't see anything other than Shroders going above 5% to be the cause....? A slightly more realistic MCAP now but you gotta think that it'll break out of the recent 1000-1300p range to the upside eventually...

https://www.astrazeneca.com/media-centre/press-releases/2022/evusheld-significantly-prevented-covid-19-disease-progression-or-death-in-tackle-phase-iii-treatment-trial.html

2022 eps estimate $3.42 and rising for next 3 years. A solid hold for me

Yes exactly right, and that's why lots of people are generally optimistic here. That's why we stay invested, or rather why most of us do!

Yes unpopular tho the thought is here, the shareholders who supported the 2 SAG directors to the TPG board would be v disaapointed to see TPG SP driven down to low ball offer territory. The recent negative update and little news since then hasn't done much to reaasure more sceptical investors tho...

I've noticed a lot of similar complaints about late/differing div payments from people over the years and always assumed it was the trading account providers holding on to the divivdens for extra profit. Yet in your case they say they've not received the div £ yet. Could it be their banks doing a similar thing? Not had a problem with Interactive Investor tho don't monitor divs that closely. People normaly seem to get their cash eventually tho. Hope you get yours soon.

Me too.

Yes results were good and despite Virolens costing £3.8M. Nearer £60M ebitda expected this year so you'd like to think the SP should get back nearer it's recent high at some point!

...and good to see all the smiling faces! Apart from the doom monger that is... ;)