Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
5.71% shorters will be assessing if this is sustained (so get out quick and buy back) or take a big risk
No real need to add more.
Now, it's about doubling your money.
Leadership is not defined as someone who scratches your itch.
get real...
Based on pre-covid 200p, there is still room for doubling your investment. Plus dividends for those who take cream with their coffee.
Plus we may well get a significant shorter spike upwards for good measure.
ssssh. Maybe that was when he bought....
I don't find your analysis consistent.
Cinema gives multiple film distributors a common access point to the public. So cut out the middle man and tae on that risk yourself. Not likely. Film budgets would take a permanent and major dive.
The alternative is expecting the public to maintain multiple subscriptions and treat films as a staying-in experience. So no need for new sound technology etc, since most won't have this at home.
The thing is folk don't normally expect to have to pay to stay at home! They will accept maybe one subscription TV package and very occasionally a pay for view event. People want the sensation of going-out as recompense for putting their hands in their pockets.
So dying breed? Cinema, no.
Streaming has JUST had it's hey-day during covid. Yes, we have already seen it's peak! And it wasn't so great. It might, just might, grow a little more, but nothing significant, not while Youtube and social media remain free and the kids live on that all day.
@Moola
Spot on. Patience is key for LTHs. Everything else is just the clamour of jam now and a sugar crash tomorrow. Mooky is generally accepted as no idiot. So suspect his revitalised vested interest will serve LTHs very well.
Market is generally down and trying to understand where energy stock needs to be pitched. Around that, it's just the uncertainty of dates creating its own volatility vis-a-vis variants clouding the picture a little.
Think of this stock as having a rubber band with one end attached to the current SP and the other end attached to a normal SP (say 200p). At the moment the rubber and is stretched, so likely to bounce around a bit as fundamentals seek equilibrium.
Day trading volatility. This SP always attracts this, largely because liquidity is good and the stock is traditionally recession resistant. So folk always sell the peaks and buy the troughs.
I think IDW has now broken the only string on his bow....
@investroid
Welcome back to the party, you considered un-investable not so long ago. And yes, I agree, things do change and our strategies to match.
But hey, we all trade volatility. Though idw did briefly catch a 'dead cat's bounce' way back around 20p. Even so, he desperately needs a second string to his bow...
shorters will have tried to get some and get out while they can
Most business diversify, but not when it adds risk beyond their normal risk levels. So I don't really see Disney in this to any notable extent.
This is probably why cinema exists as a stand alone business.
Streaming has a defined but limited future, especially in a world that has had to lockdown in one form or another for significant periods of time. People will be wanting to get out. Just look at the last few days SPs of stock based on staying in. Zoom, Pelaton.... Vaccine news has been a downer for them. Streaming is here but it's just a complimentary part of what people will do at home when they aren't going out (and we will always want to go out).
It's the same old story re lenders/creditors. At least now they will have a clear and renewed sense of confidence that the cinema industry can keep laying its own peculiar type of golden eggs and prove to be an ongoing part of their business of selling debt and earning those lovely interest payments.
It's going to increasingly become a question of when waivers and liquidity will be resolved for CINE.
Some doubt will persist and so this SP will continue its almost traditional volatility.
But the upside is coming more and more to the forefront and expectations will slowly start to match this.
Shorters panic and investors/traders fomo.
the new lockdown will force lenders to think. Rationally.
To date they have been tempted to move on and get their cash (or assets) back, but now they will start to look for what is going to be stable when the world recovers. The risk averse not seeking that aversion now, when it largely can't be, but then, when it will really be to their advantage. So what likes a zombie company now but won't be, allowed to survive.
You could almost add that the 2nd wave and lockdown is the beginning of the end from a market perspective.
28.51
The RNS is because the Level2 Order book wasn't cleared by 16:35.
It is now.
There is also the fact they the US has a lot more RobinHood traders compared to the UK/ftse. When AMC spikes it spikes hard and fast, retrenching at close to the same speed. This number being boosted by the Q2 stimulus cheques etc.
why not use magnetic tape?
Has larger storage capacity and harder to access later on.
Stamp duty in purchase only. Nothing if AIM shares.
CGT on disposal at 10% on profits when above CGT allowance of £12,300
Increased holding via actual shares at expense of derivatives.