Member Info for RS2002

Soon enough Jangho will have increased their stake to 20%

I can really see expansion of Cineworld/Regal into Asia. It's a territory much needed.

Keep holding - mainstream news is now covering the short squeeze.

If we look ahead, Biden has a plan to deliver 100 million vaccinations in 100 days which takes the programme to April to deliver.

Cineworld will re-open in May by which point the US will have had all at risk groups vaccinated.

Be patient - the short squeeze is just starting.

Great analysis and post @ Podcast

I topped-up at 82p this morning.

Has guitarman been frequenting this BB? Forgive me I’ve been off for a good month.
He had a sizeable chunk of change and is an adamant NEX holder which has been stagnating at 240-250p for months now.

I’m with you all, tomorrow I’ll top-up. If we all do the same, it will encourage interest.
Hedge funds should be very nervous given what is happening with

- GameStop
- BlackBerry
- Bed Bath and Beyond and now
- AMC

I’ve also seen Hammerson rising too!

Even though I hold an average of 35p I shall do it and buy in!

Read this for those who don’t believe hedge funds don’t have their associates like Indepthwins spamming this BB:

Hedge funds in Europe are now fervently scouring lists of most-shorted stocks and message boards such as Reddit for any signs that their short bets could be in trouble.

“Any good hedge fund group will be looking at this,” said the head of one multibillion-dollar European hedge fund firm.

Source: https://www.ft.com/content/acc1dbfe-80a4-4b63-90dd-05f27f21ceb2

So this is a coordinated buy attack by a reddit forum? Is this for real?

Can someone shed some light why AMC has blown up so much? Have they done a share consolidation?

Not posted in a while but wanted to say well done to fellow holders. There was a lot of noise from day traders and they must be feeling well and truly sick at the sight of the rising SP. 190p is the target now so for those who bought on the dips as low as 17p well done.

The same, a good result.

I see MODE is going up as well and BTC remaining above 38k.

Good luck, holders.

1. Trump has finally conceded defeat and will support the transition to Biden
2. Biden has pledged to support further stimulus
3. The US Dollar will dive once the stimulus is injected into the economy
4. Institutional Investors will continue to plow into crypto/BTC and gold to hedge inflation

I can see BTC breaking $100k before the close of Q1 this year.

This will reflect in the SP and the market is pricing it appropriately.

Good luck all holders

Not sure if this was posted earlier but JP are bullish on BTC.

"Bitcoin has the potential to reach $146,000 in the long term as it competes with gold as an asset class, according to JPMorgan Chase & Co"

Good luck all holders.

Source: https://www.bloomberg.com/news/articles/2021-01-05/jpmorgan-sees-146-000-plus-bitcoin-price-as-long-term-target

1. International eyes will be all over the UK with how they manage the mass vaccine roll-out with the AstraZeneca offering
2. The UK government are engaged in a huge recruitment drive to get 10,000 medics available.
3. Nursing homes where the biggest mortalities have been observed shoud begin to be visited from Monday 04/01 to commence vacciniation across residents.
4. More news coverage and government updates will follow as we beging to see more daily data on vaccinations completed. This should give the market more confidence on where the trajectory is taking them.
5. Biden's inauguration is 20/01 and he is pushing for 100m vaccinations in 100 days.
6. The market clearly priced in this vaccine and Brexit given we haven't seen much of a rise, so it would seem logical that the above should be priced in in the coming days/weeks accordingly

- Simplified logistics
- Reduced costs
- Stockpile of 100m doses
- Improved versatility of distribution
- Improved confidence and expected uptake being British research backed (Oxford)
- Government claiming resolution of the pandemic by spring (Q1)

The market should react well considering Cineworld remain shut until the end of Q1.

100% recovery by the end of H1 2021?

I believe it’s possible and there is good case study data to support that with Chinese box office which has seen 100% recovery.

Source: https://variety.com/2020/film/news/china-first-box-office-recovery-1234751777/

As for the Western/Hollywood audiences, consider that Biden has pledged 100m vaccines in 100 days from the start of his term. That would see the end of April with 100m vaccinations, which I’m sure would uncle the most at risk groups being the over 60s. This demographic is about 35m in the US, where I need not remind investors is where Cineworld have 75% of their cinemas operate, so a key segment.

Source: https://www.bbc.co.uk/news/world-us-canada-55238092

Given U.K. and ROI Cineworld cinemas make up just 12% of the global share, and the fact the U.K. government is also stating come spring they will see all at risk groups inoculated, H1 2021 is a very realistic recovery.

Source: https://www.thetimes.co.uk/article/all-over-50s-can-get-covid-vaccine-by-end-of-spring-nhs-chief-pledges-g77b5chrd

Genuine investors are well aware of the risks associated with Cineworld. The current SP reflects these residual risks.

Discussions on the merit of cinema going vs streaming have been exhausted. A family outing is just that, a day out with the family which will appreciate the costs, but the peak demographics of cinema going are 12-24 year olds who make up some 30% of the cinema audience. They don't attend with families and are seeking an escape from the home (and parents).

Cinemas are well known to be profitable at just 20-25% so concerns over attendance already factors Unlimited membership and the peak demographic that will attend, irrespective.

With enough movies for 2021, no surprise that the IMAX CEO believes 100% attednance will return as early as next year H1
Source: https://www.cnbc.com/2020/12/28/imax-ceo-expects-embarrassment-of-riches-from-slate-of-2021-movie-releases.html

I’m sitting tight to 150p+

With no immediate liquidity issues, 75% rents being received and a lot of exposure to supermarkets like Lidl and pharmacies such as Boots and Superdrug, I see Capital and Regional in a stronger position over other commercial landlords.

I am also looking forward to reading more about their collaboration with the NHS, these new health centres would be ideal to roll out the AstraZeneca vaccine when it is approved 28/29 December for use. Not to go off piste but that particular vaccine can be stored and regular 5c refrigeration compared to the -70 to -80c Pfizer and Moderna need.

Strong buy from me.

*Staying PUT

Great post NoFear.

Yes, this was discussed before about “business interruption” payouts.

It seems Lloyds of London underwrote a lot through brokers and affiliates, and in the US a test case in New Orleans is being monitored to see if it will permit subsequent cases through as well.

Source: https://www.bloomberg.com/news/articles/2020-12-17/covid-loss-case-by-restaurant-is-first-u-s-test-for-insurers?utm_source=url_link

The U.K. FCA is already looking at this for car dealerships and similar test cases going through.

Source: https://cardealermagazine.co.uk/publish/landmark-1-2bn-battle-between-fca-and-insurers-over-coronavirus-insurance-claims-begins-at-supreme-court/208639

If these are fruitful then, they would open the doors to subsequent payouts which would be incredible for recovery plays.

Given Lloyds of London under writ a lot of insurance policies, one of the reasons I’ve been dubious about investing in banking giants associated with insurance for the risk of claims that could surface, akin to PPI and Interest Swaps Rates that cost banking billions in remediation.

With a Brexit agreement and overseas investment growing, I’m staying out through to the end of Q1 next year when we should see Biden hit 100m vaccinations in 100 days; the Oxford vaccine being approved simplifying logistics and distribution. There is so much to see out to aid recovery.

Wow almost a 10% stake in Cineworld.

Hardly surprising given China has seen them overtake America in Box office sales.

I wouldn’t be surprised if they continue their stake.

Source: https://www.hollywoodreporter.com/news/its-official-china-overtakes-north-america-as-worlds-biggest-box-office-in-2020

Also, apologies if this is off topic but I mentioned Capital and Regional in the past. It has seen an interest from an Asian fund who have taken a sizeable position. It is up 25% today.

Black Crane Asia Pacific Opportunities fund is now the third biggest shareholder in Capital & Regional after gradually increasing its stake during the pandemic.

Source: https://www.thetimes.co.uk/article/a-slippery-slope-not-for-capital-amp-regional-investor-f8kqg9vrz

Don’t underestimate the interest of overseas investors. Their economies are stronger and like all savvy investors are capitalising on oversold stock.

Black Crane Asia Pacific Opportunities fund is now the third biggest shareholder in Capital & Regional after gradually increasing its stake during the pandemic.

The share price is significantly oversold and savvy investors are realising that it represents fantastic value in a staple of recovery plays.

Source: https://www.thetimes.co.uk/article/a-slippery-slope-not-for-capital-amp-regional-investor-f8kqg9vrz