Member Info for RS2002

So we know that as of next week, Cineworld will have EVERY one of it's territories open and making money from the Unlimited membership scheme as well as box office for movies coming out.

We also know that Regal the US cinemas Cineworld own have been shut-up shop for some time now.

Do not forget that the support the US government is giving has been welcome by NATO (National Association of Theatre Owners) that from the $2 Trillion Dollar relief programme exists the $454B loan guarantee fund which will help cinemas get by on their fixed costs as local and state governments force a shutdown out of safety due to the coronavirus.

Mooky (CEO) has been quoted as saying

About 70 per cent of our costs are variable. If we don’t sell movies, we don’t pay for the movies. If we don’t sell Pepsi, we don’t pay for the Pepsi,” Mr Greidinger said. “Second, a lot of our temporary manpower, if we don’t invite them to work if the cinemas are closed, we are also not paying them."

Even better - read this:

He said that the company would NOT continue to pay full rent of around $50M a month should cinemas shutter. “We know the contracts and the laws and our partnerships with our landlords who have been with us for decades, so taking that assumption is very, very conservative.” He later added that in Poland, for example, Cineworld will not pay rent “at all” while cinemas are dark.

We know that serious negotiations have happen and Cineworld have significantly reduced their costs as much as 70% is variable.

Just wait on Monday as we see the trend of American cases decline and just a few more weeks for the re-opening in America

Read the RNS carefully it's in the public domain, indepth, I'll even give you a link to it:
https://otp.tools.investis.com/clients/uk/cineworldplc1/rns/regulatory-story.aspx?cid=655&newsid=1400682

Cineworld terminated the Arrangement Agreement because Cineplex breached a number of its covenants under the Arrangement Agreement. Cineplex did not remedy these breaches when given the opportunity to do so. Cineworld is entitled to recover from Cineplex all damages and losses that it has suffered as a result of Cineplex's breaches and the Acquisition not proceeding, including its financing costs, advisory fees and other costs incurred. Cineworld intends to counter-claim against Cineplex for these damages and losses.

Best case: Cineworld awarded MILLIONS
Worst case: Cineworld pay a £28m termination fee

1. 70% of Capex spend suspended
2. Renegotiated leases with virtually all landlords
3. No Revex spend - employees on Furlough
4. Increased their cash position to keep them going
5. Avoided paying 4x the cost of Cineplex and will now just pay a termination fee of a meager £28m

I fully expect more investment coming their way as they are a SCREAMING BUY at this last chance price.

BIG BUYS going through....

Their capital position has IMPROVED since they tested those numbers prior.

Even more thanks to you higlighting that the Cineplex deal is over.

What a relief to SAVE $2.3 BILLION DOLLARs and potentially look at a paltory £28m termination fee.

That is a HUGE positive.

Come Monday when private investors will be reading this on the toilet in their new feed they will either be:

a) Congratulating themelves for taking a position/topping up
b) Punching the toilet roll holder

Which is it going to be?

The rate of recovery - some more than others.
Cineworld has tested 80p+ over four times since March.
Look at the trend - the fundamentals are better than before.

If the US Department of Health say they are seeing a drop in new cases, it will soon enough influence enough states to re-open.

The movie studios will have a back log of movies rearing to go and they will be looking to get them BROUGHT FORWARD.

Just like Unhinged, 007 and Peter Rabbit 2.

More will follow and many will be kicking themselves for not having taken a position at these Friday prices.

We know that they will shoot up as more investors come on later in anticipation of a recovery on Monday.

Within FOUR (4) trading days we witness the following:

22 May 2020 = 58p
26 May 2020 = 69p
27 May 2020 = 77p
28 May 2020 = 102p intra-day high

This share has a tendancy to move VERY QUICKLY.

It's already moving from 47p to 48p - heading to 50p+ soon....

The best thing that happen was Cineplex breaching their debt covenants.

It ended up saving Cineworld $2.3 BILLION DOLLARS.

From their contract:
"Should the Acquisition Agreement be terminated under certain circumstances. The Major Shareholder has also agreed to pay an additional breakfee of up to £28.3million"

To buy Cineplex at 4 x the premium when their valued reduced to just a quarter - would have been financial suicide.

So Cineworld have to pay £28million - that is paltry compared to over-paying £1bn for something worth £250.

Thanks for highlighting that positive news!

Just as we thought.

Put 2+2 together when in the next few weeks USA report a significant decline in their numbers.

The Department of Health and Human Services said the rate of deaths from the coronavirus in the United States should begin to fall in the “next couple of weeks.”

The seven-day rolling average of coronavirus infections is beginning to DROP, and U.S. health officials predict hospitalizations will go down next week and mortality rates will follow in about two weeks, Adm. Brett Giroir, an assistant secretary for health at HHS, said.

Don't believe me? Look at the numbers yourself on Google Tracker.

- Arizona is reporting a decline in Coronavirus cases
- Florida is reporting a decline in Coronavirus cases

Ask yourself, do you want to take advantage of this lucrative position and wait a few weeks for a nice rally or do you want to be kicking youself that you missed out?

It's a no-brainer - Buy in and strap in for the ride UP.

Source: https://www.cnbc.com/2020/07/23/hhs-predicts-us-coronavirus-death-rate-will-begin-to-fall-in-next-couple-of-weeks.html

Don't pay attention to those spouting nonense about captial raising. This was done last month with more than enough funds available.

22/06/20 - RNS - Additional liquidity secured

Cineworld is pleased to announce that the Group has agreed with a group of private institutional investors the terms of a new $250m secured debt facility with a maturity of 2023. This, together with the covenant amendments and revolving credit facility increase of $110m announced on 28 May 2020, further strengthens the Group's balance sheet as cinemas begin to re-open around the world.

Cineworld is following through with its plan with just one terroritory remaining.

More global cinemas including England will ENCOURAGE studios to bring forward release dates and with a catalogue of 37 movies, they will need to spread these out for the remaining 5 months before the close of the year.

· Unites States: Pending Date
· United Kingdom: OPENING NEXT WEEK
· Poland: OPEN
· Czech Republic: OPEN
· Slovakia: OPEN
· Israel: OPENING NEXT WEEK
· Bulgaria: OPEN
· Hungary and Romania: OPEN

Remember UNLIMITED membership will be coming in for all of these terrorities. That is passive income coming in!

We have witness Unhinged, No Time to Die (007) and Peter Rabbit 2 being brought forward.

Keep in mind, the studios will elect a placeholder in the future.

If America and so far data suggests, they ARE making progress with their cases as in the case of the tracker for

- Arizona
- Florida

Well off their peaks, it will only be a matter of time before the studios re-visit their catalogue and re-adjust the release dates.

My prediction.

The buys are coming in thick and fast.

Investors in CINE are well aware of the volatility in the share price.

The reason investors are holding is because of the fundamentals.

Bankcruptcy is absurd when CINE have sufficent liquidity to keep them going for a further 12 months (July 2021) in the case they didn't open any Cinemas. That isn't the case - given Poland, Romania, Israel, Hungary, Czechia, Bulgaria and Slovakia are all OPEN and making money.

The UK, starting with England will open in ONE week's time and will genere income. Wales, Scotland and Northern Ireland will follow shortly there after.

At the same time we await news of the US re-opening.

Agree @ KP100 - this is an attempt to push private investors to give up their shares.

Don't do it - hold and/or average down if necessary for the next rise up.

News will come re: America and their cases reducing. The interventions governors and mayors have put in to mandate face masks and lockdown will be realised in a reduction. When that is reported, global markets will recover strong.

What your distorting in your response (deliberately, as you've exit) is around exclusivity.

Of course big movies entice audiences, but to suggest that increased retail, malls and complexes where cinemas aren't hosting, won't bring more footfall is just absurd.

Investroid comments like that undermine your integrity.

Comparing retail to leisure isn't naive at all.

One reason for a relationship between retail and leisure is because, over time, shopping has become more of a leisure activity in itself. The reason for this shift in the way people view shopping appears to be because disposable incomes have risen and, as a result, people's demand for leisure has increased.

This is a quote from a paper produced by the Mayor of London and there are several more like it.

Cinemas occupy space within retail malls and complexes.

A trip to retail (which June figures suggest have met pre-coronavirus levels) will most certainly entice footfall to cinemas.

Much the same way retail attracts footfall to restaurants.

Agree @ Moola.

What we should also appreciate is that Unhinged had it's date brought FORWARD.

It's all about windows and agreeing with competitors which they can occupy.

If we see positive news from the US, the vaccine that is being touted as being ready as early as SEPTEMBER this year, this is a savvy investment for very high returns.