Member Info for RS2002

Anyone who is investing exclusively in one stock, including CINE is indeed gambling. Hedge and diversify your portfolio. The challenge many investors have is ignoring the noise from a number of day traders who all want to see 10-20% rises within a matter of days. They then disappear, leaving long term investors confused as to why they were either ramping or de-ramping dependent on their day trade strategy. They will only surface on this BB when news-stream suggest either a slide or a pump, once done, they will disappear.

I had imagined that by the end of Q1 this year, investors would be closer to 100p than 34p, but no one could foresee the Russia Ukraine conflict. Q1 has been slow, as others have stated, the content just hasn't been there to attract large numbers. Uncharted and The Batman (which was 15 in the UK, but fortunately PG-13 in the US) has done well but we need to enter Q2 to lead towards summer when the box office picks-up.

For me, I'm content sitting on 100,000 shares at what I perceive to be a good average - will there be some fluctuation along the way, of course but I will sit tight until Mooky and the BoD get their bonus when the SP reaches 190p!

psvrichard, you say your concern is owning a worthless company - I would suggest you ignore the manipulators like giantsquib who come on and spout about Net Asset Value (NAV). CINE is all about Profit to Earnings (P/E) and others have correctly pointed out that PRE-COVD, the Net Debt position (Pre-IFRS 15) was $3.4BN - it has now increased to $4.5BN (Pre-IFRS 16) so the expectation to be nil Net Debt was never an objective or target.

Right mindset, Basilius.

The article illustrates clearly that institutions are the biggest investors. I haven’t seen any TR1 RNS statements suggesting positions have reduced. Have you?

Agree. The RNS has legitimised GDR and their position in the global market of phama. I can only see significant upside and a clear target for takeover by a big operator.

TS, you haven’t missed anything. Worse are the hanger on bleating about a 2% drop in the share price as something to be profoundly frighten of. I have managed to bring my average down to 31p and am happy to sit tight as we can expect to see a box office recovery. The weather is improving and many will want to spend it outdoors, a meal and a movie will accompany that. Teenagers and young adults are the peak demographic and they will have a desire to leave their parents home. The traders here hoping to flip an easy 10-20% and yo-yo are getting their entries wrong and it is a little amusing but mostly a pathetic show.

Correct. It will be the next catalyst. Investors who managed to buy in the 170s just a few weeks ago are already some 30-40% up so should be content sitting and being patient.

What we have is another 12-15 months of positive box office takings and ancillary revenue to look forward to. Many had stated that the appeal process will not resolve in weeks or months but potentially years. For now, investors should worry less about short term price fluctuations and concentrate on the road to recovery for admissions.

It is becoming very clear who the day traders and who the investors are.

Was there any developments on business interruption? I recall a claim submitted.

Thank you for posting this summary, FunInvestor.

Great to read that Mooky and the BoD called out their good relationship with studios - this is the most critical element for me right now to pave the way towards a recovery.

That is a great outcome as many were fearing this was going to be in the hundreds. As travel picks-up with restrictions lifting this is prime for a re-rate now.

Thank you gents - what was I thinking?!

388,485 tonnes of contained nickel x $43,000 = $16,704,855,000 = $16b

Eurasia recently (Feb 2022) provided a reserves and resources breakdown by metals for the Monchetundra project (Loipishnune and West Nittis deposits), the NKT area.

They stated they had figures of:

Reserves breakdown included
- 388,485 tonnes of contained nickel
- 292,714 tonnes of copper
- 13,947 tonnes of cobalt
- 148 tonnes of palladium at a cut-off grade of 0.5 to 4.0 grammes a tonne

Given Nickel was earlier suspended from The London Metal Exchange (LME) because it increased at an incredible rate it has now resumed on the LME

Current price of nickel is $42,995.00/ounce

= 388,485 t = 12,431,520,000 oz
= 12,431,520,000 x $43,000 = $534 Trillion?

The figure of 388,485 tonnes - I am uncertain how much of that is recoverable though but if it comes within a modicum – say 10% that would be $53.4 Trillion.

Prepared to be shot down and made a fool – so please correct me if I’m wrong.

Scientists say variant which combines mutations of two variants is ‘one to keep an eye on’

Source: https://www.independent.co.uk/news/science/covid-deltacron-delta-omicron-variant-latest-b2032811.html

You need to be more subtle, Cruis1. It’s pretty obvious what your motive is. Of course one movie isn’t the be all, much the same way Death on the Nile isn’t either which you were happy to post up and then ask others to repost it because you were having issues posting it. There is only one way this is heading now the shock and awe of the war has passed. No disruptions that impact supply chain and no geopolitical issues where the cinemas are situated.

Also great to see that Cineworld bumped the price of cinema tickets which is a great move.

Source: https://deadline.com/2022/03/the-batman-charts-third-best-first-monday-at-pandemic-domestic-box-office-1234973531/

Agree - of all the miners within Russia, this and Eurasia are the best to hold. I'm invested in Evraz as well and not bothered that it has suspended. I was in Lookers for over 12 months whilst they were suspended and then when it came out of suspension it went up some 300%.

It is too early to say. Many will shoot the notion of a dividend down right now as there is a strong headwind at the moment and Cineword's position is too volatile to predict. What we are seeing are the green shoots of recovery and Box office analysts are saying the same.

All you can do is accumulate at these prices and hold.

I take comfort that the BoD inc. Mooky will be granted a huge bonus when this share reaches 190p and then onto 380p and in time as long as the slate remains big enough, the consumers will and are returning.

For context, the previous dividend was around December 2019, when the share price was ~180p, it was paid the following month in January 2020 at 2.87p/share.

If funds permit, work to hold 100,000 shares which would return you a dividend of £2,800/quarter or £11,200/per annum.

Good luck.

If you buy in batches of £500-1000 you can secure the shares.

Managed to buy in £500 batches - pleased to hold these for 12-24 months and wait for geopolitics to resolve and this to significantly re-rate.

Good luck, all.

Thanks for posting, Bonkers. What we need is Mooky and the BoD reporting on advertising revenue as well.

Sorry to report again but 2022 is expecting to see advertisment re-rate to 2019 levels at cinemas which is a very lucrative income revenue.

Source: https://www.thedrum.com/news/2022/01/14/cinema-spend-near-2019-levels-almost-every-advertiser-returns

Many seem to gloss over the fact that at the end of 2019 Cineworld generated ~$600m from "Other Income".
Other Income is made up of all income other than box office and retail, predominantly revenue from advertisements shown on screen prior to film screenings and revenue from booking fees associated with the purchase of tickets online.
Source: https://otp.tools.investis.com/clients/uk/cineworldplc1/rns/regulatory-story.aspx?cid=655&newsid=1378287

Great find. The Biden administration have the means to approve this. Alaska and specifically 88E has enormous value to plug the oil crisis.