Member Info for RS2002

Good post, moola.

The news of Tenet is, to me, more about the sentiment towards cinema changing for the better.

Yes, we investors are aware that Cinema isn’t going anywhere, but, to the layman, the negative news about movie delays and re-openings deferred has done damage.

This news is the much needed support global cinema and theatre needed that studios absolutely RELY on them if they want to sustain a multi million dollar industry and the VALUE of the cinema theatre customer is regarded as very HIGH WORTH.

This with the news that international audiences that make up 70-80% at times of big blockbuster box office admissions will be resonating across Hollywood and studios alike.

I fully expect the US to maintain their re-open across 75-80% of cities and states because studios are giving their consent to support a phased re-open and that can only mean POSITIVE things for Cineworld’s cash flow and in turn, share price.

I have used this as an opportunity to top up at levels I never expected.

I, like many, see the long term value of Cineworld for what it is worth.

It’s indicative of the timeline not the update. The could refers to the few days away vs weeks .

Great find Put.

That is the key there: Selected US cities.

Regal will be opening in a phased, staggered approach.

This is going to apply tremendous pressure on further studios which should see a larger catalogue of movies being made available.

Date changed = Friday 24/07
Date Tenet was announced for Europe (inc. UK) and Asia = Saturday 25/07

Let's see how long those postions remain open for.

2020 Full Year results will come March 2021

The opening will be big news.

The date has been moved several times so Cineworld maintaining this open will be appreciated by the market.

The most recent drop was due to film delays, now that we have an open confirmed and on target with a live booking system and importantly an UNLIMITED membership subscription resuming, the market will accept this and will price it in.

Great find, Damodubya.

The customer service agent I spoke to said his customer services team have been inundated with requests for booking and which cinemas will be opening.

The demand is high!

...A survey revealed that 61 per cent of respondents prefer watching films to TV – which is backed up by the fact that two-thirds (66 per cent) say they will be heading to their nearest cinema within two months of venues re-opening

Source: https://advanced-television.com/2020/07/15/survey-uk-thankful-for-streaming-but-eager-for-cinema-return/

Expect a healthy leg up tomorrow.

Cineworld annouce they are re-opening England cinemas Friday and taking bookings, tomorrow.

Cinema audience demographics are well published.
https://www.statista.com/statistics/296240/age-and-gender-of-the-cinema-audience-uk/

82% under the age of 45 and almost a third are 15-24 years old.

Given school is out and Spain is off the cards, staycation activities will see a huge demand in Cinema.

Two great movies await Cineworld patrons this Friday:

- Unhinged
- Proxima

Both will be available for booking, tomorrow!

Great news.

I just spoke to Cineworld customer services and they have confirmed that their England cinemas will open, Friday 31st July and that bookings will be available, tomorrow morning.

The shorters have been out in force but it is showing resistence to go down below.

Why?

Because of the fundamentals listed above.

Cineworld is a volatile stock. If you haven't sold, there is no loss of money.
Paper loss and actual loss are two very different things.

Good opportunity for may to either get in or average down.

Ekhav, don't show your parents this thread. They will question the value of your education if you do.

Have the fundamentals like liquidity concerns been alleivated since then?
Were openings in Europe and UK clear then?

I'll let you work it out :)

Agree as well, if you know the long term value, just sit back and wait. Selling and crytalising a loss vs a paper loss are two different things.

Most of the recent national growth is due to cases from Victoria. I am aware that Australia has our in restrictions much the way, the U.K. and even Germany did when they saw areas with spikes.

I’m hopeful these will subdue and masks will be worn to curb the spread

I posted this earlier but thought it would be useful to post once more, amongst the noise from the shorter brigade who were up late last re-ramping.

The SP is oversold in my opinion and has factored in all the risks.

This recovered to 60-70p when the Cineworld BoD alleviated the finance concerns and really dropped because of the risk of re-opening and the lack of movies to premier. A lot on fear.

The weekend and the news updates have changed that now.

1. Tenet back on the table for August release in Europe (including U.K.), Asia (including China) suggesting other studios could follow suite, too.

2. New Mutants re-iterated for August for U.K.

3. Arizona, Florida and Texas US trouble states declining from their former peaks.

4. Re-open of Cineworld, England and UNLIMITED membership re-activated set for Friday 31 July and Unhinged and Proxima to showcase.

5. Southern Hemisphere and their current winter season showing NO second wave.

6. Continued vaccine and treatment developments and trials emerging

7. Cineworld USA re-opening being touted as mid to late August 2020.

8. Fitch removed the Ratings Watch Negative (RWN) and said Cineworld have alleviated their short term liquidity concerns. They have enough cash to July 2021 if they remain closed. They said they set Cineworld on negative because of the uncertainty of Coronavirus, that is something all industries face, but acknowledge the rapid recovery they can take. Cineworld has a B grade against it which has a default risk of 4-10% and loan maturity isn’t due until 2023. More than enough time to see a vaccine in place and global economies to recover never mind Cineworld.

Good luck, all.

https://www.imdb.com/news/ni62966268

4th September 2020.

Encouraging as Cineworld are planning a USA Regal opening mid to end August.

ad nauseam

Ignore the shorter.

Cineworld had Ratings Watch Negative (RWN) removed.

Chance of B-rated bonds defaulting = 4-10%

Do you want to invest in a company who stand a 90-96% chance of sustainability and seeing their debt bonds mature and repaid to the 4-10% chance it won’t?

Easy question.

Staycation activities like cinema will be more in demand if Spain is off the cards.

Kids on school break and a working population working from home, means increased footfall for cinema and leisure.

1. Tenet back on the table for August release in Europe (including U.K.), Asia (including China) suggesting other studios could follow suite, too.

2. New Mutants re-iterated for August for U.K.

3. Arizona and Florida US trouble states declining from their former peaks.

4. Re-open of Cineworld, England and UNLIMITED membership re-activated.

5. Southern Hemisphere and their current winter season showing NO second wave.

6. Continues vaccine and treatment developments

7. Cineworld USA are-opening being touted as mid to late August 2020

I believe above 50p+ is certainly on the cards.