Member Info for Tegop

@Hexam
We are still catching up. We were 65% back in May. This is what I was wondering As well since we could have had an RNS about the waiver if they needed one. I was on the mind that they were able to pay it off but are taking a few weeks longer than the 30 Jun deadline.

https://www.boxofficemojo.com/year/ytd/

We are 70% of 2019 levels year to date. And we are slowly catching up. This is a significant number because the base case is 80%. CINE said if we make the base case we might be able to payoff the RCF.

@drcena

I think he is still trying to cope with his shortcomings. He is both too afraid to short the stock he lost money on, and too afraid to ride it on the way up. He just stays in the forum to abuse and harrass people who are strong in their conviction and to their strategies. Maybe he lost too much and this is the way he is coping.

Also, as another commenter named forecaster said, it may be a good time to accumulate while the share price is low.

Let me point out that in the previous earnings, they mentioned that the first choice was to get a waiver then payout the RCF loan by 2023.

Ohhh green boxes. I somebody is pulling his hair.

A single RNS about any of the issues could change the sentiment for the stock. The Paying off regal, a waiver for the covenant, a trading update on how well the last few months went. These could go a long way to change momentum.

The execs may have deemed it important to be quiet contrary to what other cinema companies are doing. Either they can't or chose not to disclose as much.

@shaz

Im seeing 6 green boxes in a row. Somebody seems even more desperate now.

In 2019, which was a record year for Vue with more than 100 million admissions and earnings of £150 million, the company instigated a sale process that appeared likely to trigger significant returns for its shareholders, only for the Covid-19 pandemic to bring it to a shuddering halt.

Nevermind, this was the same article. The headline was misleading. It was a Payout, not a wipeout.

1 Billion Restructuring. 465 Million Debt to equity swap against a 775Million loan. 75Million excess liquidity. I do not think we have all the numbers/details yet.

“The market continues to recover post-pandemic and I am pleased with the constructive conversations that we are having with investors and shareholders to put in place the right capital structure for the longevity and success of the business.” -This means the shareholders were in on this and were probably paid off handsomely. I read on other articles that this has been on the works since pre pandemic and was just delayed due to the pandemic. Now that recovery is on the menu, they went ahead with the planned, keyword is planned takeover.

CINE on the other hand waived this kind of event on their 10 May 2022 RNS.

They do not need to recover overnight. One positive interim, then a positive 2022 would be a start. 2023 will be a lot closer to 2018/19 revenue and by then the maths will be different. H2 2021 was cash flow positive. H1 2022 earned quite a bit more than that if estimates from BO were the least bit accurate

I think it touched 15p on march 2020.

The plug could have been pulled anytime between now and March 2020. That is 27 month give or take. I think everyone is convinced it is either overdue or not happening. Explains both of our positions.

The jury is out on the earnings but CINE got around FY 2021 revenue in just 7 months of 2022. If that is not recovery, I do not know what is.

I mean humans will see pattern when one does not exist to quantify random phenomena. Like horroscopes.

Bye Johnny.

For a moment there I thought you were trying to tell us what to do with our money and not to trust our own research.

You were just trying to have us buy stocks horroscopes. Well thank you for the offer.

Which data? Do you have access to insider data?

@Forecaster, your name denotes you can see the future. Good for you.

Did you just forget to read our posts? Did you just forget to answer our questions?

Do you know how creditors hedge their large loans against interest rate hikes using swaps? You pretend to know more than CINE LTH.

Boohoo has a PE ratio of 80 even at the current price being down some 80% from the hype. Comparatively, Retail has a PE average of 37. That means even at today's price, it is expensive compared to its competitors.

68% of CINE's debt came from buying some 5000 screens from regal. It is a money making endevour and is making more money than it costs to service the debt. The rest of the debt is from SURVIVING a pandemic and general leverage ratio of the industry. CINE has been profitable on every year there is no Pandemic. Cinema has low operating costs, high revenue , and very high margins. This has not changed. Let's wait for Earnings or maybe an RNS.

The recovery thesis is unchanged.

I guess it is time for another top up. Maybe I will get to the coveted 100k shares before earnings.

So, everyone wants a piece of the cinema pie now that cinema is raking in large revenue and consistently high margins. How is that bad news?

Delaware court only allowed one M&A to cancel in its entire history. Elon is fighting uphill.

The stock geniuses are here again proudly telling us what to do with our money.

We are back to being compared to Mccolls and Debenhams. They do not seem to understand the underlying business aside from line goes up/line goes down.