Member Info for smalltrader

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In addition to that, describing shorting CINE as ‘smart investing’ has me slightly concerned lol. I am very intrigued to see how you call yourself an ‘impartial and balanced’ CINE investor when you think that the people actively investing against it are achieving so-called ‘smart investing’.
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Mountainous that is exactly my point about my post yesterday morning. When you are invested, you would try to find positive information to support your investment and you would not dismiss every positive post even if one shows little excitement, he is quick in pulling them down. There is no way one who is invested would post saying shorting CINE is smart investing!

One who is invested will be bullish.
One who is NOT invested will NOT be bullish.
One who is invested but NOT bullish is ???? Either they are to be put in a museum or in a mental hospital.
cannot fool anyone saying taking a balanced approach when we are dealing with money!

There was a 14Million shares traded on Friday 29th at around 08.45am and the price did not budge. I have taken a screenshot.
The short tracker updated the change in short position on 28th October so it could be a delayed transaction from 28th. But usually all delayed transactions are printed after market hours and large ones like that are usually printed only after market hours.

Clearly big manipulation is going on with CINE but some want us to believe that it is just a basic supply and demand!

Just read that Oct BO is $638M so that is nearly 82% of 2019 level!!! That is massive!!!

Polygon short reduction could be due to the foresight of BO figures I think!

Agree Copper1! I topped up!

Few things to understand from those holdings is that -

Private investors like you and me together hold over 168M shares across various trading platforms and these shares are being traded in and out! Definitely these shares can impact the share price so anyone thinking that we PIs cannot impact the share price is incorrect. How many articles have you not seen about retail investors jumped in causing the price to go back up? Forget AMC, recently, Merck share price was up because retail investors bought around $245M worth of shares in a single day! So retail investors like you and me that trade in and out can impact the share price and ofcourse short increase too.

LSE forum is the without any doubt the most sought chat forum by all these private investors. Of course, there is twitter and ADVFN too but the thing to note is that these are the chat forums that us PIs read every day for information.

Now on these forums, people like PawelB and others will try to cast a doubt on CINE by talking about cine finances, cash burn, court case etc.
Some are valid points but constantly reminding about these will make us private investors to think twice on red days on what to do with the investment.

By selling and listening to the trolls, you are giving up your shares for others to short. Like I said above, private investors like you and me together hold over 168M shares across various trading platforms, which is almost close to Jhango holdings and more than Polairs but these big IIs are holding. The drop from £1.20 to current price is due to retail investors listening to the FUD along with shorts. Short percentages increased but they know nothing new than us. They are just betting because they knew about retail investors panic with a bit of red day. Their short percentages are just 5M shares and our daily avg volume is 4M-6M so us retail investors can easily absorb their shares if you don't panic sell.

You have seen that Polaris Captial had increased their stake. Jhango is still holding. Legal & General who moaned about Mooky's bonus at share price of £1.90+ are still holding and so are the other big IIs holding too. They are not worried about court case or anything else that trolls/snakes constantly talk about. They big IIs are holding as there was no single reduced holding so why do you have to worry about your investment? They knew about improving outlook and we are now generating income every day from the tills so why panic sell or trade in and out?

Don't panic sell for a loss for a bit of drop and ignore the trolls and those who cast a doubt on CINE finances and future, just filter those idiots. Let shorts struggle to find the shares to buy back.

Jhango and others were sitting at multi million profits when SP was at £1 and still didn't sell as they can see that CINE has potential to go back to Mooky's bonus price £1.90+

If you can hold on to your investment and not panic sell then we will go back to £1.20 and beyond.

Top 25 shareholders own 78.13% of the company

Ownership Name Shares Current Value Change % Portfolio %

20.08%

Israel Theatres Ltd.
275,720,505 $171.8m 0% no data
13.79%

Jangho Group Co., Ltd.
189,334,287 $118.0m 8.76% no data
8.25%

Polaris Capital Management, LLC
113,310,462 $70.6m 4.4% 0.94%
6.74%

Hargreaves Lansdown Asset Management Limited
92,588,820 $57.7m 18.69% 0.17%
2.45%

abrdn plc
33,604,122 $20.9m -50.89% 0.02%
2.28%

Interactive Brokers Group, Inc., Asset Management Arm
31,358,912 $19.5m 44.29% 0.79%
2.28%

Ignis Investment Services Limited
31,324,181 $19.5m -1.97% 0.09%
2.25%

Columbia Management Investment Advisers, LLC
30,915,673 $19.3m 7.34% 0.01%
2.04%

HBOS Investment Fund Managers Limited
27,940,420 $17.4m 39.78% 0.16%
1.87%

Goldman Sachs Group, Investment Banking and Securities Investments
25,668,944 $16.0m 355.98% 0.01%
1.49%

Barclays Bank PLC, Wealth and Investment Management Division
20,445,002 $12.7m 20.46% 0.15%
1.47%

Schroder Investment Management Limited
20,169,421 $12.6m 46.66% 0.01%
1.41%

Legal & General Investment Management Limited
19,406,919 $12.1m -2.18% no data
1.36%

Merrill Lynch & Co. Inc., Banking Investments
18,668,775 $11.6m -12.67% 0.01%
1.27%

BlackRock, Inc.
17,488,427 $10.9m -30.91% no data
1.24%

Varma Mutual Pension Insurance Company, Asset Management Arm
17,000,000 $10.6m 0% 0.1%
1.03%

HSBC Global Asset Management (UK) Limited
14,162,082 $8.8m -39.9% 0.01%

0.98%

A J Bell Holdings Limited, Asset Management Arm
13,512,844 $8.4m 13.22% 0.1%
0.98%

Norges Bank Investment Management
13,477,407 $8.4m 251.34% no data
0.91%

The Bank of Nova Scotia, Banking Investments
12,506,223 $7.8m 37.45% 0.02%

Good evening LPD, yes, there are more movies than I listed in November. Outlook is improving with good line up of movies for next 18 months and beyond. CINE will get back to normal trading conditions soon.

Good Evening Mountainous, it is nice that you are able to find time to go for a movie. Definitely watching on a big screen is a great experience compared to watching it on a small telly. This weekend am planning to go to CINE with family. I will update my experience. Have a nice evening.

Rock8 and others, instead of criticising 5eights, why don't you post your own research about ITV?
5eights not only posted about the large trades but did a lot of research and shared his valuable research.
Keep it coming 5eights and don't deter by the noise here.

If the lot here are frustrated on ITV share price then it is not fair to vent that frustration on 5eights.

He was the one who found the Dame interview along with WPP CEO and that interview was gave a good insight on what Dame is doing with ITV. Of course it could be just words from Dame and market wants all those ideas from Dame in action.
Even WPP CEO was appreciative of the ITV efforts in venturing into streaming business. 5eights mentioned about Netflix's worries about retaining the subscribers considering the streaming competetion from traditional TV content catalogue.

We all need to be patient. ITV is the safest and one of the valued stocks on FTSE. Once dividends are resumed, flock will be back.

If everyone wants only growth then why not every single investor put their money on big FinTechs?
Inflation is a big headache for growth stocks. ITV is perfectly balanced to wade through the inflation.

I do agree that ITV need to come up with some catalyst to drive the price up. There is no doubt ITV executives keep an eye on the share price.

Also ITV is planning for Capital Markets day. It would be interesting to see the investor presentation from Dame for CMD.
Even increased number of advertising revenue and on the other businesses is good enough for the market. Also FM today said UK will recover to pre-pandemic growth by year end and that is good for ITV interms of advertising business and also expect the streaming revenue to go higher once XMas holiday season gets closer. If Dame can put some upbeat statements in the update instead of cautious tone that should be good enough for the market. Hold tight.

Just imagine if instead of 50% cut, it was 50% increase in the rates! We will then see load of trolls saying CINE is going down because rates were 50% up!

And no doubt, FI will remind everyone about 50% business rate increase when anyone is getting excited about any positive news :-) even though it is just few millions!

- November has big long weekend in US so that should boost numbers for November.
- There are 2-3 animated movies for kids and remember that we have vaccination approved for 5-11yr olds so expect big numbers in the next 2 months.
- We have fantastic line up of movies for November. Some of my favourite movies for November -

1) Eternals
2) Ghostbusters Afterlife
3) House of Gucci

Disney's Enchanto will be a big one and it is a theatrical only release and releasing on Nov 24th, right on time for ThanksGiving day so another big Box Office numbers for November.

Hi CP, we can ignore AMC share price as it is a meme stock but what is important is to read AMC Q3 results to see how the ticket sales have been. AMC has 10500 screens and we have appox 9500 screens so all the figures related to cinemas that they report could match almost similar with CINE.

AMC CEO already said that the recent figures have been fantastic and I think he said numbers match with 2019 levels.

Once the October ends, Wall Street will talk about the big Box office revenues in October and that should help add some momentum.

icebilly, good that you managed to buy at 900.
I regret for not going all in at $550 back in March 2020 last year as I could have cleared off my mortgage by now!
Anyways very happy with what I have. In hindsight, it always feels like we should have bought more!

All the pension funds across the world, all the PIs, all the IIs are in Tesla so Tesla will be growing like anything.
Imagine if Tesla can grab India market too. Once they get out the $25000 Tesla car then all hell breaks loose!

Good morning LPD, in July, Peel Hunt had 75p and Bernberg had 85p target on CINE and since then our trading conditions have improved and beaten 2019 levels in one of the weeks and is improving everyday and going in vertical upward direction.

Shorts will need to close atleast some of their positions otherwise they risk losing lot of money.

June 2022 leverage covenants would fail if we remain at 45% of 2019 from Dec to February 2022 or if there is a complete lockdown.

Either of that is not happening.

Under the weighted base case scenario, the Group maintains headroom against available cash and debt facilities throughout the going concern assessment period. Financial covenants, including the 5.0x net leverage tests on the RCF at June 2021 and on the RoWPP at December 2021, would not be breached.

If AMC earnings are next week then Mooky will announce CINE's too. In the past CINE gave updates in Nov. Keep an eye on CINE calendar on their plc website.

Nice post!
We will break the downtrend once leisure sector bounces up too.

Free float is only 590m shares so shorts need around 50m to close their positions. Our daily volume are around 6m on avg. They will struggle to find more shares if we don't give up our shares. Put the trolls on filter and don't feed them replying to their threads. Just report their posts and it will get deleted.

Good morning Mountainous, don't spoil your health by staying awake too long in the nights. Don't worry about covenants. We cleared them when we were closed and with streaming on. There is no way we fail this time. Infact there is a monthly or every 3 months covenant test all of this year and we haven't breached any of them and we will not.

Once we get the laughable court case out of the way, no one can hold CINE.

Positive court case outcome should lead to a significant rise just like how SP gone up at the time of Bond release. We dropped soon after that not just because of Bond performance but due to wider market conditions like the news of Evergrande that caused nearly 2% dip in FTSE indices and shorts are first to take CINE down when they see an opportunity for bad news. Basically, they send shivers to us PIs to make us sell shares so they can grab our shares on loan and short CINE. Eventually, they will have to close the short at some point. The short was initiated due to the CP acquisition, which adds the debt to complete the acquisition but once the court case is settled with an outcome, there is a little benefit to them to keep shorts on. Even with the debt that we have, Mooky managed without any dilution and I don't see any reason for any dilution when our business is fully open and if the court case works out in our favour.

So the outcome of the cour case is quite a big impact on CINE either way. I recommend all to see the live court session starting next week to assess yourself. Unlike many other court cases, where we don't know the proceedings, with CINE, we are lucky to be able to see live court session. I want to remind you all that Polaris "increased" their stake 2 weeks after the court session started. Also our SP went up from 60s to 84p while the live court case was in progress. Market is not stupid. A 30% rise to 84p is not possible in the middle of the court case. Shorts could have doubled up to 16% if they are confident that court case is not in favour but they didn't. I expect them to fully close their short positions as soon as the outcome lands in our favour. I hope Barbara, the Judge, comes up with her decision soon. I wonder if she would reveal any dates next week on when she would let us know her decision?