Member Info for Tegop

Institutions that are short but have Convertible bonds can just convert their bonds to shares like get out if jail cards.

Everyone else will be SOL.

2.7M volume. That should be a record low. Nobody seems to want to both buy and sell the stock at this price.

An operating profit estimate 2x the current market cap. That is some deep value.

Counterpoint is the interview/quote from mooky about the company not being sure of surviving. That proves that playing meek, humble, or vulnerable is in mooky's playbook if it suits him.

BO Mojo is available for everyone to see, but a company issued RNS is beyond speculation.

"Theaters are back open and multiple films have crossed the $1 billion dollar mark, but box office revenue for 2022 is still down overall, with analysts forecasting 2022 will come in 20% below the 2017-2019 average, according to Variety. "

Sounds squarely like the base case scenario. Thanks for the link @FUN

** I think the term is 'Fiduciary Duty'

Would your rather receive 100M Dollars, or see your neighbor's house burn?

Plex has the fiscal responsibility to their shareholder to pick the former.

I do not think Cineworld's fate is in cineplex's mercy at the moment. It is on the CINE execs, lenders, CINE lawyers, and appeals judges. Even the worst judgment can be covered by a reasonable payment plan. If LPD has it right, 7 out of the 8 proposed outcomes have cineworld paying less than the preposterous 1.2B Cad synergies.

Plex has more to gain from receiving cash than killing a non competitor. I do not believe plex will will poison their overseas neighbor from across the pond just for the sake of seeing them burn .

@mountainous institutions and insiders probably have more information than us here. They are not selling so neither am I.

Thanks @Cruis. I assumed he was just using his humble-begging face because he was pleading guilty on court. The deadline article about this did not quote this either.

But I guess a Local journalist from Israel has more of the detail.

I too hope Mooky succeeds.

Can you link the interview ? Thanks Cruis.

Not yet, but almost there. Maybe by august if Sp continues to be a bargain.

Aside from the Pandemic, Cine has always been profitable and has provided dividend to shareholders. I suspect it will restore dividend by 2024.

Cine may have bitten off more than it could chew then choked on the pandemic, however, i am still confident cine will recover in a year or two.

That's even more complicated.

I would expect some january-feb level of BO again for august and sept then ramp up again back in for the rest of the year. It would be nice if there was a trading update.

AMC was charging an average of $15.05/seat and Regal $14.40/seat for Thor 4, compared to the national average of $13.48/seat. Only Cinemark was below that, with an average ticket price of $12.25.

So Regal charges higher than average but slightly lower than AMC. I will keep that in mind when AMC earnings are out. I wonder how those synergies with the regal purchase will turn out.

**millions.

Depends if those TV shows make billions of dollars on their own in a few days. Lookup BO MOJO on how much these films make. They are a window to see how well cinema revenue fares.

Funny how oblivious you are of your arguments for ITV compared to your arguments vs Cine.

Your average being lower than 120 means you 'bought the dip'. Are you still positive the stock will recover?

Alboumphoto

Posted in: ITV

Posts: 61

Price: 115.50

No Opinion

RE: FTSE100 Relegation Looms for ITV Next Week.31 Aug 2021 12:03
I'm underwater on this one now. Don't really want to take a loss so will hang on until SP is back in low 120's and then thats me done and dusted with ITV

ITV closed friday at 67p.

He likes to do that to feel good about his superior intellect. Kind of funny really.

Some things to look forward to:

RCF Waiver
Regal Paid
Trading update before earnings
Earnings Report
Court Case Appeal trial
Appeals Decision

All of which should happen in the span of 6 months. Buckle up LTH.