Member Info for smalltrader

dgdg1, agree that it is not a set in stone thing that efficacy first and then check safety record but if you just google efficacy vs safety, you will find that authors talk about efficacy first and it is meaningless to be honest to look at safety first. You would first check whether the drug is effective or not and how much effective is then evaluated considering the safety record. For example, it is 99% effective but then you look at the side effects and safety of the drug to assess if efficacy is being comprised by the safety issues.

If the drug is not effective at all then why bother check the safety record? Anyway they are still evaluating the data so we just need to wait for RNS from SNG. Considering the safety record and P2 data and only 2 candidates being left in the process, I see high chances for SNG to move to P3. WIth the above, I added more!

Mooky's still hold 20%. They sold some last year to fund the business instead of taking more debt! There are articles on this. Probably why Mooky announced a bonus scheme if the share price reaches £1.90 and above.

To me, yesterday, it appeared like CP's lawyer is acknowledging that CP deferred the payments to keep the debt limit under $725m and he was bringing up all the finances to prove that even CINE deferred the payments to its landlords last year but the deal agreement is for CP to not defer payments and not about CINE! I hoped that Mooky would shout loud on that but he remained humble. His brother Israel did say that those deferred payments would definitely add to the debt and debt woukd exceed $725M if the deal completed and for that CP's lawyer did not object! So they acknowledge that debt was over the agreement conditions but it is just that it is not on the books, which I think is irrelevant.

Activ2 trials to P3 cannot have only one candidate. Currently only 2 candidates are left and that includes SNG. They would first check efficacy and if that is met then they would verify safety record and SNGs safety record is the best based on P2. That is why Polygon seem to have added after the interims. 2 candidates into Activ P3 with SNG included will be a big news. If Big Pharmas read the Activ P2 data then they could put an offer for SNG anytime. Polygon increasing the stake gives me comfort. They are upping their stake to have their opinion when any offer comes through. Are Polygon now the biggest shareholders?

https://snipboard.io/1FsjWf.jpg

https://snipboard.io/znQlLS.jpg

Mooky's says as part of the above undertaking CP should have revenues of 85% of 2019, which CP seems to have breached.
But CP lawyer is arguing about the dates when the undertaking letter was issued with respect to the deal.

I think our defense lawyer is not objecting much because may be all of the questioning by CP lawyer is not relevant at all to the breach of the deal?

But clearly he is trying to prove that Mooky is telling lies about all the evidence that he is giving but none of those questions are related to the CP deal.

That is what I was thinking of as well Mountainous.
What is the need to go through our finances? He is questioning about the dates on when our agreements with the lenders took place.

It looks like he is trying to prove that Mooky is giving false information. He is showing the agreement letters with the lenders and questioning on the dates and details of the agreement. Obviously, it is not easy to remember all those dates and figures for the old man but Mooky is telling him the end outcome, which is fair.

None of those finance deals are with CP rather it is with CW lenders so I don't understand how is the CW finance agreement letters related to CP's breach?

It is just ridiculous that CP lawyer is very agressive and the Judge is just keeping calm and not objecting his behaviour.

But it is clear in all those emails that CINE always showed interest to acquire CP and said that CP is a great company, which obviously the judge would like it and also it is clearly mentioned in the emails that we always want to acquire as long as they don't breach the T&Cs.

CP's lawyer is trying to prove that CINE were desparately waiting for CP to breach the contract. If you breach the contract, why would you still want to go head with the deal?

Good thing is that after every question from CP lawyer, Mooky is reminding lawyer that CP cannot defer payments to landloards and Studios just to keep the debt under $725M and he says CP were well over $725M by end April. Mooky says that if the debt limit is breached then that breaches the contract.

To me it appears like CP's lawyer is struggling to prove his point.

It appears like CP's lawyer is also acknowledging that CP were exceeding the debit limit and now he is questioning Mooky that why was CINE still waiting till June to terminate the contract.

SP turned blue!

how the hell CP's lawyer got all those emails and SMS!

https://www.businessinsider.com/merck-stock-antiviral-retail-investors-vaccine-covid-moderna-biontech-pfizer-2021-10?amp

So retail investors like you and me bought $280M in Merck. Same with AMC. Retail investors are keeping control against these big funds.

If investors like you and me don't support CINE and Mooky then we will be the losers. We are giving away our shares to these big funds to short. Listening to the FUD, don't sell for a loss.

Polaris increased their stake few weeks back at around 67p. They bought 6M shares. They are holding and as well as Jhango, L&G etc. Not a single RNS about reduced holdings. Most importantly, Mooky himself has 20% holding in CINE. Read his response to Wall Street Journal. Would you believe the CEO or an outsider who has no clue on how business is doing.

Having said above all, I have topped up again. Avg now at 77p.

From WSJ - it is mostly just a friendly chat, things like the piracy impact from now theatrical window & his relationship with Adam of AMC.

However-paraphrased but nothing omitted -
--

WSJ: Do you think you will meet or surpass the $1.6bn ebitda of 2019 in 2022?
Mooky: I think we have a relatively good chance to be somewhere around there. This will be helped by reduced costs. Covid remains a potential impact. Lineup for 2022 very strong. If we don't meet or surpass $1.6bn, it will be very close.

--

WSJ: Do you need additional financing?
Mooky: Confirms they need no financial input provided no new pandemic. Confirms even if they take 75% of 2019 in 2022 they will be fine.

---

WSJ: 2022, theatrical windows?
Mooky:Confirms agreements in place for almost all big films of 2022 already. Most for 45 days.

Silly Sammy. When we win court case the rise will be many multiples and not 1% !

Dividends

On 14 May 2021, we returned £150.7 million to shareholders by way of a 2020 final ordinary dividend of 4.14 pence per share.

The Board has declared that a 2021 interim dividend of 4.14 pence per share is to be paid on 12 November 2021 to shareholders on the register at the close of business on 8 October 2021.

Above is from RNS.
Not invested but surprised to see this go down so low.

But netflix doesn't have any ad revenue! ITV has ad revenue.
There are several streaming providers out there and that includes ITV!

Youtube was making money on ads even when ITV was price at £1.50 and above.

Folks have forgotten that if C4 is acquired by ITV then 75% of the TV ad market will be dominated by ITV.
ITV is in streaming, has studios, makes money out of ads, less debt and getting a piece of pie in everything.
Current price is way too undervalued.

Danster123 says he is being realistic but keeps guessing on SP fall might be due to this and due to that ...That is not called being realistic. It is called a clueless dumb ass.

He can't open his eyes and see what is happening in the wider market. He thinks it is all down to court case when LPD and others are telling him that court case may not even conclude this year. Knob head doesn't realise that inflation is the reason why markets are going down.

Now on the inflation topic, CINE doesn't have any maturities anytime soon. Not until 2024 so all the rates are locked in until then so no impact on rate rise if any happens. Also CINE will make more revenue due to increased prices.

BOE said any rate rise will be Feb next year and by then CINE trading conditions should be almost back to normal.

am really baffled with the price going down every day. Bloody Goldman Sachs or someone else is killing the share price.

Big chunks - £276k & £170k!

We saw a similar massive one of £380k on 2 friday's back after which Polaris increased RNS was released and SP went from 71p close on Friday to 76p the following week I think?

Today's big one was at 78p. Tomorrow could be a super blue day.

Bond is still not priced in. This weekend box office numbers will be another record revenue.

Movie theater operators told CNBC that "No Time to Die" is overperforming advanced ticket sales expectations and, in many cases, is matching the presales for "Venom: Let There Be Carnage."

"The box office ceiling for Bond's latest adventure could be higher than it may have ever been before the pandemic," Robbins said.

"For the hard-core aficionados 'No Time to Die' represents a major milestone and a true not to be missed cinematic event and thus the potential is there for 9-digit opening weekend numbers the likes of which have not been seen since 'The Rise of Skywalker' opened to in late December of 2019," said Paul Dergarabedian, senior media analyst at Comscore.

It is plain simple. If one is talking down RR SP then it means they are not invested or they sold part of the holding and desparately looking to get in back for a cheaper entry. Seen so many people like him even on CINE board.

They claim they are being balanced but they are not. Their true motive is to get back in lower.

They think that with their dismissing posts about the prices would really bring the RR SP down to what they want is living in a fantasy world. There is no need to dismiss every positive post and if you are doing it then clearly it shows what you are upto.

We have a broker target raised to 160p! Next Spring, this will be easily £2+ and when dividends are announced by the end of next year, more upside and above £3. Current price is still in a bargain territory.

Bond team is in US already campaigning for the movie in a big way. Bond will do atleast $80M in US this weekend.
We should see the Regal IMAX screen bookings to see if how it is filling up. I will try to post a screenshot again on the Bond bookings in one of the Regal venues.

We may still end blue today.

Bloody hell it goes down after I topped up. Bastards are pulling this down. Today should be a blue day after the sell off y'day due to the China crap.

How can market ignore the big box office figures from Bond and Venom? Utter manipulation....