Member Info for smalltrader

We all should email Nisan Cohen to issue a RNS to calm everyone nerves.
May be they can provide some detials about US listing.
Also more detailed update on the revenue from July as the last update was minimal.

Nisan.cohen@cineworld.co.uk
Manuela.VanDessel@cineworld.co.uk

This is the World's second largest cinema chain not a small AIM company. When October has been the best month for CINE due to Bond movie, December is even bigger with 2 big movies - Spiderman and Matrix. Together with these 2 movies alone, Billion dollar revenue is possible. December is just one week away.

- CEO Mooky said Q4 will be the best quarter. Already turned cash flow positive in October. December will be even bigger
- Barclays Reiterates rating of 115p
- Short positions reduced
- With December just one week away, no lockdowns in CINE big revenue regions US(80%+) and next UK.
- Merck pill approval imminent, FDA review Nov 30
- Polygon used to have **** position of 1.35% in October and now disappeared from short tracker
- Simply Wall St sees CINE as significantly undervalued.

https://snipboard.io/lzVoGx.jpg

You can see in the above, some interesting numbers -

Days to cover the loaned shares -
Current - 15.5 days
7 days ago - 17 days
So the loaned shares have to be returned within 15.5 days compared to 17 days previously.

Shorted Shares bought on loan -
Current - 109m
7 days ago - 118m

Available Shares on loan -
Current - 157.29m
7 days ago - 165.81m
Now if you sell your shares then these shares will be loaned to short as well.

If you hold on to your shares and some of us who are in loss avg down and buy more then less number of shares will be available to short. It doesn't mean that they will close the short position so quickly but the same time, they have to consider the cost for borrowing the shares. The cost to borrow actually increased by 1% in 7 days. You can see this in the above link again -

Cost to Borrow -
Current - 2.85
7 days ago - 2.82
change is 1%
So if borrowing cost increases, the exist shorts will not show interest to borrow more. Also in the above, you can see that days to cover the loaned shares increased to from 17 days to 15 days.

Some of these loaned shares are not just from the private investors that have sold but also from the big funds that are holding who loan their shares but they seem to tighetning the screws so is the reason for increase in cost to borrow by 1% and reduced days to cover the loaned shares.

All we need to do is hold on to our shares and if possible avg down reducing the pool to loan the shares. If we all just buy £1000 worth and just hold then see the impact on the share price.

Good find Matstar!
Another short reduction and this time it is HCM! From 9.18%, total short percentage is down now to 7.91% but the SP is still going down because private investors bailing out listening to the crap from the trolls.

Some dismissed me saying we small retail investors cannot impact the share price but you can now clearly see what is happening. Some were licking the ass of "balanced view" posters who are more bearish than balanced seeding doubts on the recovery and now all that crap is in the retail investor minds with their sentiment dampened and bailing out. Well done you idiots. Once the price reaches their purchase price then all that balanced view will be gone in the air and then will start googling for the positive news on CINE.

Analysts are rerating CINE upwards, shorts are closing, CEO is telling you that company turned cash positive but still people only want to pick the negatives and bail out. Not a single reduced holding from the big funds. Legal & General who moaned about Mooky's bonus scheme when the share price hits £1.90 are sticking in. Jhango with millions invested and are now owning 13% of the total shares are holding and not reduced so why do you want to bail out? If the situation is so bad for CINE then why Polygon reduced their short position in CINE so quickly? They were having 1.35% short interest and now totally disappeared from the short tracker.

FFS, just bloody hold your shares and filter the trolls. They are shorting the stock and they are nicely making money spreading the FUD. You are losing money and helping them make money by giving your shares to them to short.

The more the share price is surpressed the higher this will bounce. It will happen. I'm expecting Merck pill approval will provide the much needed impetus for CINE share price. Decision is scheduled for next week, Nov 30th.

https://www.ortex.com/stock/4005/shorts?g=7

Short position unchanged since 2 weeks.
Clearly stop losses have triggered. Nothing else. Trolls want you to believe that something is wrong with CINE.
FFS, stop replying to those 2 idiots. If you filter them, you will not have that panic.

Barclays reiterated their 115 target and it is astonishing that people believe in those 2 idiots than what Barclays is telling you. Even Polygon have closed their short position and yet you do not have confidence on the company? This is not AIM company. Even bloody AIM companies are surviving without making a single penny in revenues whereas CINE, the cash machine is turning cash flow positive yet you want to see only negatives?

I hope Polaris load up again and increase their stake like they did in September. That is when all those who sold out will fly back. I'm starting to load up in £5k tranches. This cannot go in a straight line downwards from 74p. Seen plenty of times. This will bounce hard back into 60s and above. Thank me when it does. With big blockbuster movies, market simply cannot ignore.

Hi Paul, yes correct, Barclays gave a price target of 115p and they reiterated the rating just 2 days back.

I was out for most of the day. I actually went to Warner Bros Studio for Harry Potter as my brother's family arrived from US in the weekend for their Thanksgiving holiday. The studio was jam packed. It is all closed doors. Everyone is wearing mask and nicely moving around. There was a sitting hall where you are briefed before the start of the tour. It was jam packed and no hesitancy for anyone to walk past quite closely in the packed crowd. We have see the same experience in Cinemas too. We have been open since April this year. We have had blockbuster releases with numbers exceeding 2019 levels on several occasions and accordingly share price responded.

Looking at the trades, there are no big million trades. Clearly stop losses triggered and some sold for a loss. There is no news related to CINE to cause the drop. Hopefully all those who sold will buy back in at some point.

When in 60s many said it will not go up until good trading update but we went past 70s nearly 3 times and on the 4th occasion, SP went to 84p around the Bond release time.

Just last week we went past 70p and hit nearly 74p! CINE went up by 15% nearly and it was in top 5 risers list. Now that sellers are gone, I think any bounce from here would be a much a bigger than bounce before. We will hit 70p again soon considering the big box office releases like Spiderman and Matrix which will help CINE Just cash flow positive. Just remove those stop losses and we will be fine. Hold tight.

Don't reply to their thread. Simply report their post. They are creating unnecessary noise to dampen the sentiment.

Nothibg changed with respect to CINE. The outlook has ibky improved for CINE.

Around Nov 30th so that should act as a big catalyst for the markets. Like on Dec 3rd last time, we could see similar spike with the drug approval.

Most of the stocks including CINE kept going up from Dec 3rd upon vaccine approval. I think CINE stayed in 70s for most of the time since December and motored to 80s and 90s by Jan and Feb. We will see the same again with Merck pill approval.

https://www.streetinsider.com/dr/news.php?id=19224054&gfv=1

Barclays target 115p. We were at £1.22 this year March!

They reiterated the rating on Nov 19th, which is Friday, just 2 days back. So can't see why we go down today.

They reiterated the rating on CINE based on the outlook considering big movie releases and CINE turning the corner.

If not 115p or 122p, we should atleast be much higher than current levels.

I think stop losses triggered despite warning not to set. Ofocurse each has their own strategies. But one need to understand that we haven't seen a single reduced holdings from big multimillion fund like Jhango!

You lose your avg if you sell now and will need to buy at much higher levels as you know Cine moves fast when it moves up. It bounces big percentages! 15% on last week bounce.

Levon, Jhango have avg in 50s. There were many purchases in 60s too by Jhango group. They are nicely holding.

When Bond helped CINE with positive cash flow then big blockbusters SpiderMan and Matrix will be even more massive?

Infact Bond didn't do so well in US compared to UK and still CINE made good money! You can bet that Spiderman and Matrix will blow those figures.

When SP went up to 73.5p just with one blockbuster - Bond then Spiderman and Matrix should take the SP even further.

Market cannot ignore the blockbuster movies like Spiderman and Matrix. There are loads of others movies from this weekend. Outlook is improving everyday for CINE. Hold tight.

Mooky Greidinger, CEO commented: "We are thrilled to see audiences returning in significant numbers. Our partnerships with the studios are as strong as ever and with the incredible movie slate to come, there are real grounds for optimism in our industry. I would especially highlight the great performances we saw from our newly refurbished cinemas in the US. These new cinemas clearly support our strategy to enhance the cinema experience for all our customers. "

That resulted in positive cash flow in October!!!
127% of 2019 levels in UK in October.
90% of 2019 levels in US in October.

On back of the above trading update, CINE SP rose to 73.5p. We are going to have another bumper month in December. Market cannot ignore that. Also we have Thanksgiving day this week with blockbuster movies releasing this week.

Could be a blue day considering the news in the weekend related to covid hasn't been bad. Protests against lockdown across Europe. Our health minister said "Plan A" to continue.

Considering the blood bath in travel and leisure sector on Friday, we held nicely above 61p. Clearly no one is selling. Usually when the wider market is down due to bad news, MMs were tearing down CINE SP and that didn't happen this time on Friday! Hold tight and ignore the noise and make sure you remove your stop losses that you have set with your sell limits set higher than £1.

It could be a blue day tomorrow and the start of build up to the Thanksgiving day and then to Spiderman release. Let's see if we can see 80s similar to the build up to the Bond movie.

Nice top up Mountainous.
RR is nearing my 130p avg so might pull out to add here. Or may be take out half but only thing is it will not dent my avg much in CINE. Currently 77p avg here.

Custard creams or malt biscuits for me!
With my family history of diabetes, am trying my best not to get diabetes but with the lockdown last year, had eaten loads of biscuits and sweets and been searching kitchen shelves for something to eat :-) Now doing planks make no difference to my belly!

All sentiment related and too much noise about covid. Highly exaggerated. Don't deny that it is fatal for some with preexisting conditions but we cannot go into lockdowns. Put some restrictions but let the life move on. Austria lockdown needed as only 55% are vaccinated. UK is in much better shape. This is the chance for Boris to tout about well UK is doing with vaccines and boosters.
Just wear mask, show vaccine status on NHS App and test when you have symptoms and let life go on. This is what we have been doing since last 2 months except for mandatory masks which hopefully Boris can stress on it or make it mandatory.
You can still see traffic jams in the evenings. Even today morning, spoke to a 60yr old who was wearing mask and said she is not worried about virus. Just wear mask and take precautions. No need for lockdowns and there will not be in UK atleast.

Merck and Pfizer pill are additional weapons in our inventory to fight with virus. We just need to learn to live with virus.