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I wonder how cine stands amongst its peers in terms of discounted future cash flow. Court case nothwithstanding. I also wonder what Analysts price target at given bloomberg's estimate of 3.8b revenue.

It is well discussed here that plex will be an unsecured creditor and will be last in line if cine goes belly-up. There is an FT article covering it.

There is still a possibility that cine will pay lower amount than the judgement, a win, or even an out of court settlement.

The SP moves quite erroneously or indifferent to RNS anyway. And we do not know how much of the expected june events are priced in.

I will rather keep my horse in because sellingg then buying back will just be timing the market and i have a horrendous track record on that

The fact that CINE is bundled up with travel doesn't help. CINE'S market is minimally affected by fuel prices or concerns on air travel but every time there is drawdown on the sector, cine gets pulled down.

@Hexam they are suspiciously quiet about the rcf which has a June Deadline. Proving they can cop up money barely half a year post pandemic should be a good sign.

My main gripe is that the 85% is a goalpost they made upon themselves and although it is not imperative ti reach it, not reaching it will be a bad outlook.

Thank you for the bloomberg estimate. Do you think we will reach the 85% Base case estimate at this rate? I recall F9, Bond, and Spiderman Saved H2 2022.

I apologize to my brain for reading this.

I topped up at 23.5. Oh well, my average dropped again a little bit.

Hi Fun
Cine lost 2B Gbp in operating costs on 2020. I use marketwatch. The cinemas are only closed 7-8 months of the time. This means cine borrowed 2B more that year(divide into 7 months) to keep itself afloat from lenders. 2021 was a bit better but the year was still negative for the year. 2022 will be the first real positive since the pandemic. There is no way lenders will stop lending now and get pennies for their pound.

As if Mooky and all the insiders and all the institutional holders, as well as RCF holding lenders would let that happen.

Can you quote an example of a profitable company devoured by predatory lenders while they are recovering?

I think squid fancies himself as CINE'S Chief financial officer. He knows exactly how much money Cine has and how cine will pay any bill or when.

I have never seen anyone who is so confident in my life. To be fair, this is a downgrade since last time he thinks he knows better than the CEO.

Lenders can and will loan money to pay anything. Especially to a company who earns money. They lent cine some 270M gbp per month every month during the pandemic. That is to keep cine afloat when cinemas are closed. Squid pulls stuff from his oceanpassage as usual.

Squid is saying we might as well close all cinemas and put all the money on lawyers because this company relies on a canada court to make money. Does that even make sense?

The court case is one thing. But cineworld earns money showing movies. Companies are and should be valued with their future earnings.

His advice has always been Sell now, Buy AFTER it rises. He has the habit of telling people what to do with their money.

He also ignores the possibility that a win or lose may already be priced in but the box office recovery is still unrecognized by the retail investors.

I am now convinced that Jurassic World is just Fast and Furious with Dinosaurs instead of cars.

I think i got a bingo on my deramper card. Anyone screaming bankruptcy is ignoring the fact that boxoffice is raking in serious money.

Hi Fun,

The price is simply wrong. There are too many uncertainties and force majeure that changed the market and the sector.

Price discovery simply has not caught up to the new facts, or not all the uncertainties have settled yet.

The court case is one of them, sure. But should we close all cinemas and focus all time and money on winning the court case instead?

You keep saying we will not reach the 85% target. Maybe. Maybe not. But Cine SP dropped 85% and anyone should agree it is an overreaction and cine will get a re-rate eventually after it proves profitability.

My guess is 70-75% of 2019 which is a record year, cine will be cash flow positive in 4 out of the 6 months, and Cine will tell us how the company plans on increasing revenue through upscaling, upselling, and advertising.

I am starting to think Market Cap is the only thing squid knows about stocks. Oh poor thing.

Companies and analysts put out pages and pages of financials and stats and market cap is the only one that sticks. Cine is the 2nd largest cinema chain on the planet. Not because of its market cap.

It is trivial because it is. The amount is not final or executory. It does not need to be paid pending this appeal and probably another appeal in uk courts. It can be cancelled, reduced, or settled out of court.

Any of the lenders can cop out that money for Cine if and when CINE proves to be profitable.

But Squid willingly ignores everything so raise the doom flag and induce fear to people not doing enough research. Market Cap means nothing. If it does, elon will be buying countries instead of crashing TSLA over copping out money for twitter.

Market Cap is a

The irony is they are allowed to protest exactly because of the freedom of speech laws that they are suppressing.

This will not happen with every issue every time forever. If Cine was on a better ground in terms of finances, cine would have stood its ground.

I agree that the Streissand Effect will happen and even more people will end up watching the movie than if they did not protest it.

The difference is that some fanatics are more than willing to kill for their beliefs. Especially with their specific religion. It is fascinating how just one religion in the world insists on not modernizing and are still bending others to their outdated beliefs.

Cine probably do not have the standing to endure one Charlie Hebdo situation right now. They can always revert and show the movie anyway at some point in the future.