Member Info for smalltrader

There was a RNS in September 2020 about map with CLIN.
Does this mean that CLIN will market and distribute SNG001?
Big pharmas are not involving for some reason but I guess once the results are out and if they are positive then big pharmas will jump in to scoop SNG?

When is it due please?
Did the company provide any expected date of results?
I have a good feeling that P3 results will be as fantastic as last year P2.

I have got around £125k in Pension and that is stuck in a company chosen equity fund, which has gone up by 55% in 11yrs!
I'm thinking of pulling out and move to Stocks and Shares and thinking if I should dare to invest on my own as my decision to invest in CINE and RR had given me sleepless nights already and I can't take it if the big pension amount drowns too and last 10yrs, I was nervous to put that amount into individual stocks so stayed with company chosen fund but at the same time not happy with the returns from it.

My choices to invest are -
RR.
LLOY
BT
SMT

or US stocks -

TSLA
FB
APPL
NVIDIA

What do you guys think I should do?

113p close after 3 or 4 months I guess?
If another 13p is added, I will get my break even price!
Some reason, am not worried about my loss here as I feel this will go up eventually at some point. I panic only when my wife asks me what the share price is. Good that she doesn't know what my avg price is here and in CINE!
Bought both RR and CINE as recovery plays in March at the peak time but Delta virus hit me badly although didn't catch the virus but bloody did lot of damage to my wealth!

But both CINE and RR are my recovery plays still and have the potential to make 50% gains from the current price.

IF you compare RR with other stocks that are into ESG sector, RR does tick boxes on the green energy side. Big funds are pulling out of oil and are investing into green energy and RR is already lot of work on carbon neutral front so we definitely tick the green box. Planes will still fly using oil and with RR engines and even when oil is replaced, RR engines will be in use when any other synthetic fuel is used to fly the planes.

The results were big boost to me as I did not expect RR will be in profits already! I'm very much relaxed now and confident that we will see 130p and above. Only thing is my funds are stuck in other stocks and am desparately waiting for my CINE funds to atleast breakeven and then will move them here. GLA

Cineplex with some 165 odd theaters and some 2000 odd screens whereas Cineworld with 800+ theaters and close to 10,000 screens yet both are having almost similar MCap! Cine too undervalued...

Shorts are just killing this. Although reported percentage of shorts have not gone up drastically but shorts are open at levels that don't need to be reported. Not a single RNS with reduced holdings since 90s to 60s. Shorts have taken this down. Big short squeeze is due and a big bounce due...

Fantastic find 5eights, Rock.
Now that the renewal is confirmed, can all the breaks be released on SP? If at all of there is a sale of C4 then I think ITV will be given the chance to bid for it by the govt?
Either way renewal is done so the path is now clear if anyone wants to do the takeover of ITV.

Hopefully tomorrow we are back to 120+ and start rising to 130 and beyond.

They are claiming damages of $1.1bn! They can claim such damages if there was a superior offer received from another party and if that offer was declined due to the contractual agreement with CINE then they may claim but Cineplex did not any receive any offer from anyone else since the time Cine made a bid in 2019.

They really have to justify any damages due to the failed acquistion. Like LPD mentioned, they also have borrowed extra and increased the debt albeit after June 30th deadline but it does clearly indicate that they were dire with their finances.

May not be a smooth cake walk for Cine to win the case but do not see cine paying any big amounts.

HNS I liked your analogy of Cineplex case with the house purchase :-) But that exactly is what Cineplex is claiming for, which doesn't make sense....

my avg is still at 90-91p and am holding as long as it takes.

I have 130p avg in RR. and I got into CINE and RR as recovery plays in March this year before the Delta kicked in.
I think these stocks have a potential to do 50% gains if you have time and patience.

I'm in BT.A and got in before covid with avg at 206p and during covid, it hit 100p and I sold 50% at a loss at 135p region before it slided down to 100p but within few months it went back to 150p and it hit 206p too this year so if I had some patience then I could have avoided loss on my 50% holdings.

Even CINE will go back to 90s and above. Mooky has been doing brilliant job. He has more shares and bigger average than many of us here. Because of Mooky, we have survived the worst pandemic in the history and now Cinemas opened up and we are reducing losses compared to last year and very soon Cine will be making money at 2019 levels taking the SP as well closer to 2019 levels.

I think a US listing would be fantastic. Sooner the better.

Again above is all my opinion and you should assess your situation and take the decision. IF you don't need money then why sell at a loss. I definitely don't want to sell for a loss and happy to wait till next year.

"On June 12, 2020, Cineworld delivered a notice to Cineplex purporting to terminate the Arrangement Agreement dated December 15, 2019 between Cineplex and Cineworld (the "Arrangement Agreement"). On July 3, 2020, Cineplex announced that it had commenced an action in the Ontario Superior Court of Justice against Cineworld and 1232743 B.C. Ltd. seeking damages arising from what Cineplex claims was a wrongful repudiation of the Arrangement Agreement. The claim seeks damages, including the approximately $2.18 billion that Cineworld would have paid upon the closing of the Cineworld Transaction for Cineplex's securities, reduced by the value of the Cineplex securities retained by its security holders, as well as compensation for other losses including the failure of Cineworld to repay or refinance Cineplex's approximately $664 million in debt and transaction expenses.

On September 2, 2020, Cineworld filed its Statement of Defence and Counterclaim in which it denied Cineplex's claims and advanced a counterclaim seeking reimbursement of an unspecified amount for costs incurred with respect to the transaction and an unspecified amount for punitive damages. Cineplex responded to Cineworld's defence and counterclaim on September 15, 2020, denying all claims levied by Cineworld.

While a trial date has been set for September 2021, due to uncertainties inherent in litigation, it is not possible for Cineplex to predict the timing or final outcome of the legal proceedings against Cineworld or to determine the amount of damages, if any, that may be awarded."

Above is from Cineplex as part of their trading results. Even they think it is not straight forward case. They think there are uncertainties inherited in the litigation so they are not sure if they can win the case and if they will be awarded any amount by the court. Of course Mooky will appeal if decision doesn't go in our favour. Take it up in Israel court...

Not sure from where Telegraph got $1.1b lawsuit but it must be true. I think in some RNS, last year, the amount that CINE could pay to settle the conflict was around $28m so wondering how 1.1bn figure came up. If Cineplex are claiming that much in damages then in my opinion case may not go in favour. Fact was that deal was waiting for an approval from Canadian government and that approval did not come through until June 30th deadline. Also cineplex did not get any offers from any others to overbid cine it seems so I don't think Cineplex can claim any damages worth $1.1bn from CINE. If Cineplex had an offer superior to CINE then they could use that scenario to claim damages but there wasn't any offer it seems as per Canadian media.

Cineworld counter lawsuit may not win either.

Case is being held in Canada surprisingly but judge needs to consider the worst pandemic of the century. If there was no pandemic and still if Cine pulled out of the deal then there may be a case for Cineplex to win this battle.

Regal was acquired for $3.6Bn but considering pandemic and streaming, it may not be possible to IPO regal at higher than £3.6Bn but considering the value of the estate and US revenue that Regal sites made, it is possible to do an IPO at $3bn and it might be best to do the IPO in 2022 when the pandemic is almost in the back door and that will guarantee full subscription of IPO price for $3bn and it is the reason why I think Mooky said it could be in Q4 or later.

LPD, thanks for sharing the Vodafone scenario. It does sound interesting if CINE can do the same. Do an IPO for Regal and use the amount to pay off whatever amount they can get out of IPO.

Cinemark is valued at $2bn approx and likewise other cinema chains too and like you say Regal was valued at $2bn+ at the time of acquisition so if through IPO for Regal if we can get $1-$2bn and pay off debt with it then that would be awesome. Market as well reacted positively y'day to this news.

Not going to waste my time either digging your post to prove your cash burn nonsense. LPD once made you look fool when you were ridiculing your own post.

If you can learn to be polite and not be arrogant and post just your own opinions instead of ridiculing others opinions then this board will have some healthy discussion.

FI, I'm pretty sure you will remember that me and LPD have reminded you thousand times that you should wait for the results instead of telling everyone every few days about cash burn to be 60m per month. Like we said you have been proved wrong about it. Monthly cash burn was 45m and that reduced to half in last 2 months.
You were also talking about debt and predicted 55p due to debt and cash burn but you were proved wrong.

Attendance levels are improving and is the reason why cash burn is reducing but you denied this continuously.

Mooky said retail revenue is 27% of total revenue, which is almost same as first six months of 2020 but remember first 3 months of 2020 had almost 2019 admissions so clearly trading conditions are improving and agree with you about the lack of number of movies compared to 2019 but the demand for cinemas is there and second half has good lineup.

Just read about Bonker's bonkers, clearly all can see who is the keyboard warrior. Nothing useful other than pure drivel with provocation and abuse all the time. Not worth my time replying.

Wellington was concerned about which way situation favours, debt or equity way. Wonder what his thoughts are based on today's update. Like few posters commented in the morning about advantages of US listing, I think Market too liked it. Sooner the better they get the listing done. Dual listing probably otherwise what will happen to the UK holdings?

Clearly shows market likes the report.
No need to dissect RNS for negatives. The one who does is clearly not invested.

Mooky says we are in strong position for recovery. Any equity raise should have been in the RNS and it is not there and that is what worries shorts and they are closing looks like. Dual listing is a surprise to me as I thought cine is already listed in US.

Rapid recovery in second half.

Mooky should have said Bitcoin acceptance like AMC CEO but being UK listed that may not have big impact.

Overall looking good. Back to 90s soon.

Well you can read with your eyes that Aron is clearly saying that it is misleading to compare admission levels yet Funinvestor wants to stick to that.

Aron clearly says that capacity utilisation is 61% levels of 2019.

Like the results back in March.
It was down by 6% or so in March and then pulled back up by next day so I guess our SP will be in 60s and could bounce once results are digested.

AMC said attendance levels are back to 61% of 2019 and improving every quarter and we should see similar attendance levels.

In terms of debt, market already knew the debt figures and added extra $200m last month so this information should be priced in too. There will still be overreaction regarding the debt and posters will comment on debt. Why the price is here instead of 80s because of debt and when we knew what the debt is why the price will still go down tomorrow? It will because of overreaction.

It should pull back to 60s and once in 60s, it will tick up further. I'm not selling a bean tomorrow for sure....

LPD, all bonkers posts are only worth of a big yawn. He doesn't have the ability to pick an article and talk about the points that are beneficial to CINE. All that he knows is attack and abuse the posters. Once he tried to use his half ounce brain to do some analysis but ended up apologizing. You can't expect much from a person who worked in prison and now a baggage handler in airports. The only thing he is good is licking the balls of his guru.

"Small I don't believe that's any of your business what others do with their shares.
I'm sure you wouldn't want to be questioned on your holding"

It is not your business too to decide who writes what on this bb. Remember you wrote a big "story" on "freedom of speech"? " Double standards"? want a copy paste of your freedom speech jackass?

Cruis1, finally what have you concluded? Are you selling on Monday? Or you have already sold and waiting for re-entry?