Member Info for smalltrader

Yawn

Cw, IAG results were out already 2 weeks back. Are you planning to wait for next results?

yawn

When we all said CINE is being shorted you disputed saying it is not shorts but that it is just general supply and demand and that cine price is being valued based on debt.

Now you are talking about shorts and asking me to explain about shorts when you have to defend your debt crap?

Let me throw the same question back to you FunInvestor.

Can you explain why market liked Rolls Royce despite having massive debts and did a rights issue and their engine flying hours, which is their major revenuve being at 43% of 2019 levels?

CINE did NOT do rights issue and the July Box office revenue is 61% of 2019 levels and with strong line up of cinemas in second half, there is every reason for investors to be optimistic about the recovery.

Seeing the cinemark results, if the loss is narrowed compared to last year then it clearly means recovery is back and it is going to be an accelerated and rapid recovery in the second half and that is what market would be forward looking and is the reason why cinemark price is up and same is going to happen with CINE. All forces will be in play on results day...no matter what am going to hold...

If you look at Rolls Royce results, their sector had worst impact due to covid like cinemas and yet market liked it despite their major revenue from engine flying hours is still 43% of 2019 levels. They have massive debts too but still market liked it because recovery is on in the travel sector and cinemas are in much better shape in the second half so am expecting a good day on results day. Even if we don't turn blue on that day, atleast if we are just 1-2% down then you can bet that next day onwards it will start to rise as investors will gain confidence that results are not that bad.

I still think we will see a big blue day like Cinemark on the results day.

"henri665" another dummy account created to post only on CINE and only to show support to FunInvestor.
Something fishy...bash with one account and with another account get support about the debt crap and make others believe it?

I exepect FunInvestor to go into his full rampage mode to destory the share price on the results day. It worked when price went down from 80s to 50s. Inflict more damage to share price on down days with debt comments yet invested in CINE?

well FunInvestor is upto something.

Always talks about debt.

When you are stressed about CINE's debt surely you are not invested?

Why bother hanging around here? Is it to always turn down any optimism shown by the holders?

Schwab latest holdings are as of May 31st

https://fintel.io/so/uk/cine/schwab-strategic-trust-schwab-fundamental-international-small-company-index-etf

2021-04-23 disclosing 1,759,868 shares of Cineworld Group PLC
2021-07-27 2,361,704 shares of Cineworld Group PLC

Just 2 weeks back, Schwab nicely loaded despite all the scaremongering by some idiots here about debt and streaming.

Next time when any idiot talks about debt, ask them why these big funds are not worried about debt and why they are loading up and holding still. I have been saying that it is best to leave it to Mooky to deal with the finances but yet some here think they know everything about finance and debt and post loads of rubbish.

https://fintel.io/so/uk/cine/vanguard-international-equity-index-funds-vanguard-ftse-all-world-ex-us-small-cap-index-fund-institutional-shares

There you go. Last time when I posted this, ppl said their holding was back in April and dismissed it.

Now see for yourself -

2021-04-01 disclosing 2,709,753 shares of Cineworld Group PLC
2021-06-29 3,614,411 shares of Cineworld Group PLC

They have increased their position by 33% !!!!
No one is selling the CINE shares. Shorts are loaning the shares but they will have to buy back big and at somepoint there will be a massive short squeeze and we will race to £1

I do not agree that it is bad for CINE if Cinemark results are good. Precovid Cinemark results were good and so were the CINE results. If Cinemark has same number of theaters as Cine and if they have theater in same location as cine then there may be a "slight" chance that better results of one can impact other but again every Dominos pizza has a local pizza opposite to it but the local ones folded and new ones came whereas Domino's is making money still.

Cinemark has around 500+ sites whereas CINE has nearly double than that and could be double or triple more screens than Cinemark.

If Cinemark results are good then expect bumper results for CINE too.

5% up in last hour y'day and now straightaway taken down opening and now 63.88p. y'day taken down to 60p in first hour and then back up. Same games everyday. I want these idiots to get caught with massive rise. It will happen one day and I have all the patience for it.
Cine can do 15% rise on good days. After the results, we shall be ticking up.

Movies are being made by the studios and movies will be coming for next several decades and cine will be making money for next several decades and is the reason why lenders are happy to lend and Mooky is able to secure liquidity whenever he needs it without any hiccups.
31 days theatrical release is good enough for cine to make money for next several decades. After all we survived the worst pandemic of the history and survived so many other war like events and Mooky will ensure that his holdings are in profits and we will make profits too. Just hold tight.

Slim_Shady, don't worry about the guys who posted that they sold off and calling lows again. Nothing they say will impact the share price.

Today's results surely warrant more funds to buy in. Market expected some loss due to the slow recovery but RR came back with profits and more profits to come. Although flying hours at 43% of 2019 levels but it is not going to stay there forever. It will only improve. Rest of the business is doing very well.

I see this going up steadily now. All those who sold will buy back at higher prices. Those who have time will trade every day looking at the prices. They are happy with making few hundreds and think they have conquered the world. Just leave this for an year and this time next year, SP should double up. Definitely all those buying now will be doubling or trebling next year. Those who are trading will get caught when we see sudden rises.

PFen, I have always ignored your **** predictions.

Today is the last yi.e we will see 104p
Should hit 120p
Avg is 130p and did not sell single bean.
Won't be selling until this hits £7
Bloody annoying seeing idiots calling rights issue.
Targeting profits for 2021.
Can ppl shut their gob if they are not invested.
Nuckyt, yours and mine avg price will be hit. We now need to see whether to hold or sell. I'm not selling. I will try to add more.

From another board -

https://www.gov.uk/government/publications/a-challenge-letter-from-the-prime-minister-and-chancellor-to-the-uks-institutional-investors?utm_medium=email&utm_campaign=govuk-notifications&utm_source=20880e6b-17dd-4d6f-9490-d9be94fab507&utm_content=immediately

ITV should hugely benefit if pension funds start to pour in big. BT, Lloyds are the other ones that could do well too and North Sea oil producers.

https://www.standard.co.uk/business/summer-box-office-bounce-uk-cinema-recovery-ukca-b949162.html

P95, thanks for finding the article. Just opened a new thread for this.
Clearly recovery is on the way. If UK is seeing such recovery then US surely will have more rapid recovery as the craze for movies over there is more than here.

Bit I like from the article -

"Last weekend – the best since February 2020 – confirms the ongoing and strong recovery being seen by cinemas across the UK, driven by a clear desire from audiences once again to share the big screen experience with others, backed up by a exceptionally strong slate of films now and over the coming months."

This is what we all have been saying. Clear desire from audiences to step out of their house and enjoy the experience and same opinion is echoed by the industry expert. Hope alteast now 77 stops his rubbish about the streaming.

""With people perhaps choosing to staycation over holidays abroad over the summer and beyond, we have every reason to hope that that recovery will if anything accelerate as the year progresses."

"The slate of films set to be released in the coming months - and which cinema chains hope will prove financial winners - includes a handful of sequels to box office big-hitters. "

Like we discussed, even industry expert says recovery is accelerated in the second half and this is what market should be looking forward on the results day.

if anyone is having plenty of time in their hands then I suggest we go to London stock exchange website and do an export of all the Cine trades for a day and see how many are O and A trades.
O trades are ordinary PIs like us and A trades are mostly by the funds (long and short).
If we can do a comparison on volume and prices and if we do for 2 consecutive days then we may see what the funds are doing with the A trades.

well if you look at ITV results, market was forward looking, which always is the case. ITV results were good but their forward guidance on dividend payment was disappointing so it dropped a bit but it will pull back again.

So market is always forward looking and with CINE, we have a strong second half coming up and we are at 61% of 2019 levels and that will be improving in the second half so we should be moving up. Like last time results in March, there could be some overreaction like a drop of 5%-6% initially but it will pull back.

I think media will have headlines like "Cine expecting strong recovery in second half" and not about the losses as market already knew that half year results are for the period when we were closed for majority of the half year.

I have ordered a few movies in the past for kids but now they don't want to see them. Even when their friends come over, their friends don't want to see those movies.

Seeing them listed in my videos list everyday hurts me and it hurts even more when the same movie is played on ITV or BBC later! Paying for the movie and paying for the monthly subscription oh wow how much money am wasting on these streaming! I have Netflix and am not worried about monthly subscription for it but Disney subscription? No way....

Atleast if I had spent that money watching it in theater, I will be relieved thinking that money was well spent consiering the experience and also it doesn't hurt me even when I see the same movie on ITV or BBC later and am sure many feel the same way.