Member Info for thegame316

Makes me laugh when people post negative things and try to back it up by explaining to the rest how the corporate world acts when they can't even read past rns's themselves lol

@Dreammachine- no point trying to act like you know how business's run when you don't even know that the bod have already done this and made the decision to secure finance in case they have to remain closed until the end of the year. just read the following

"The Group has also agreed the terms of $110m of additional liquidity through an increase in its revolving credit facility. In addition, the Company has secured credit committee approval to apply for an additional $45m through the CLBILS loan scheme in the UK and expects shortly to commence a process to access $25m through the US government CARES Act. Cineworld expects that this additional liquidity, to the extent required, will provide it with sufficient headroom to support the Group even in the unlikely event cinemas remain closed until the end of the year."

Doubt they will make anything on this. If you read what people are saying, many will just wait until it becomes available on normal disney+ in a few months. Why pay $30 to watch it on the same small screen when its free in about 3 months. The big screen would have been a different scenario but Disney will find this out the hard way

Mulan cost $200M with another $100M on marketing. At 30$ per download they need 10m downloads just to break even forget making a profit

Alot of people are getting scared it seems by the continual drop in the sp. In hinsight the best strategy would have been to buy in the 30's but no one has a crystal ball. One thing that hasn't changed though is that Regal is set to open doors on 21st. More importantly alot of states where Regal has a massive presence such as Colorado, Georgia, Indiana, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Washington are over the worst of the second wave and most if not all are ready to open on the 21st.
The bottom has been hit here, anyone selling now is just turning a paper loss into an actual loss. The upside till remains the same irregardless of current sp. Once Regal opens and CINE starts generating revenue then the sp wont stay in the 30's for long.

https://www.darkhorizons.com/regal-releases-upbeat-video-about-re-opening/

Halfway down the page

https://www.darkhorizons.com/regal-releases-upbeat-video-about-re-opening/

Looks like the re-opening is all set to go ahead on 21st August. Only 15 days left. Once we get closer to this the sp will explode. Whats even better is the huge short put on the share will eventually be need to closed by the shorters buying millions of shares which will lead to further upward presure. It has been a roller coaster ride over the last 2 months but the end is at sight. US covid cases were around the 70k daily mark about a week ago and are now around the 50k mark. in 15 days this could and should drop below 30k.

US Covid cases are declining. As long as this trend continues, and as long as the reopening is not delayed, then the share will start re-rating soon. The current share price is about as low as it can get so no point selling now especially as we are only two weeks away from Regal opening up which will then generate millions in cash just from the unlimited membership. The SP may still drift a little lower but the upside here is enormous.

The only negative holding the sp down is the us covid situation and when us cinemas will open. Right now covid cases are going down and cinemas are slated to open in mid-august. As long as the covid cases dont go up or there is no delay in re-opening then the sp will re-rate higher in the next 2 weeks.
CINE have enough cash to last until the end of the year. As long as they open before then the future is good here

Tests are CE certified so can be sold in uk. Ive read somewhere that the UK gov have brought millions of tests from several companies. One of them could be BVC. The next rns will be a gamechanger.

from 25th june rns- Production and sales of both kits have been ramping up and the Group has shipped several hundred thousand test kits with a backlog of over a million orders still to be delivered.
AND
Finally, during the first half of 2020, the Group received an order of €29m (c. $31m) from a European government to provide 1,000 critical care ventilators to support their response to COVID-19. The Group has made significant progress towards completing the delivery of the contract on time.

Also from rns on 5th May-- The Adaltis Serological Tests are fully CE certified and the Group has commenced shipping initial orders to several customers in Europe. It is now ramping up production for larger quantities to fulfil further orders received from these customers.

They are already producing and selling millions of tests. More importantly they have 3 new tests that can potentially be sold to existing customers. They obviously have big customers that they have already sold to including european governments so they have an oppportunity to sell the new tests in large quantities as well.
This share price will hit £3 soon.

is unnerving watching the sp fall but this is not a share to be out of when news hits. They will soon begin production of 3 new tests in italy and have already seccured significant orders. This is from a news artcle a few daya ago

"The Group has expanded the gene discovery capability of its COVID-19 antigen test to five and, importantly, to include the spike (S) gene. The S gene is the protein that the virus uses to invade human cells. It is present in a person’s blood even if they have a very low viral load of COVID-19 (which might otherwise go undetected). As a result, by being able to detect the S gene, this test can provide more accurate results, reducing the risk of false positives and false negatives.

Reducing false negative results will prevent missing real cases, especially those in the early stages of infection, who could unknowingly spread the infection. At the same time, reducing false positive results will avoid the needless quarantining of people who have not actually been infected.

ELISA and CLIA antibody tests for SARS-CoV-2 perform best in terms of sensitivity
The five gene discovery capability compares with a market standard of one to three gene discovery capability. This kit can run on Adaltis instruments as well as on any standard PCR instrument."

Also

"The Group has launched a new molecular diagnostics kit that is able to test for multiple respiratory pathogens at the same time. In less than an hour, it can identify the particular cause (pathogen) of a respiratory illness, enabling the correct treatment or action to be rapidly implemented. It can identify and differentiate between all prominent respiratory viruses, including all strains of COVID-19, flu and the common cold. It can also detect the bacteria that cause the serious pulmonary illnesses that are believed to be a secondary infection of COVID-19, such as pneumonia and Legionnaires’ disease. This new kit was developed in collaboration with academics at Tor Vergata University in Italy.

The ability to rapidly identify the specific cause of a disease enables the correct treatment to be given more quickly resulting in better patient outcomes. This is particularly important for the coming winter where seasonal colds and flu could appear alongside COVID-19 and patients would present with similar symptoms, with cases already on the rise in parts of the southern hemisphere where winter has begun. The ability to rapidly diagnose the particular illness would help to alleviate some of the heavy strain on the public health systems."

AFAIK there are other covid tests out there but none test for 5 genes. Also the test for identifying if it is a flu, cold or covid will sell in big numbers at the start of winter. We know producton and sales will begin at the end og q3/start of q4. When news comes in saying they are shipping millions of tests then then it will be another massive re-rate.

Cost for regal card is $23.50 a month for all regal cinemas. This alone will generate free cash flow once US cinemas open. The sp will explode once we get to within a week of US opening

This will keep CINE ticking over in terms of generating cash until the next blockbuster that comes out. Demand for tickets for Unhinged is crazy. Every cinema has 3 showings of it today, and most are close to half full. Considering capacity is capped at 50% this means most shows are close to selling out. Cant ask for more in the current climate.

Ive sold out. This is the only share I was in profit so couldnt take the risk of losing it as had quite a bit here so have made a decent 3 figure profit. Still think the sp is grossly undervalued but for some reason this is not being reflected in the sp. Still wish the best for everyone here bu secretly am hoping for a re-entry in the 70's lol.

Should have held on. Sp already up 3.42%. Result are out this month and will be brilliant. It's onwards and upwards now.

Still 2 days left and already the halls are filling up. Best thing is there is lots of buying of the more expensive tickets like IMAX, 4DX, Superscreen and screen X. Depending on the location these tickets are approx £10-£20. Just a few of these tickets are equal to a full house on a normal 2d screen in monetary terms. The UK market is over the worst now and things can only get better from now. The only thing needed now is for the US cinemas to open and then its game on.

This should not have any bearing on CINE's sp. Frstly it doesnt apply to the blockbuster movies. It only applies to the smaller movies that normally fizzle out after 3 weeks anyway. Secondly its not normal VOD that Universal can release the movie on after 17 days that cost a few bucks. It is premium VOD that costs $20 per download not a few dollars.
This deal will end up being a dud for both AMC and Universal which is why CINE have rightly distanced themselves from today. The movie studios need the cinema to ensure they make their billions. There is no way streaming can make up for this. The current model is release the movie in the cinema and hope some of the movie goers enjoyed it so much they are happy too buy or stream the dvd later. Taking out cimema from this equation does not neccessarily mean the same movie goers will opt to stream instead. The cinema takings are the cake and the latter streaming is the cherry on top in regards to revenue. Taking the cake away does not turn the cherry into a cake. It just means the person will end up starving.

Unless I am missing something, the way I see it, the GCL just allows the governemt to impose restrictions on movement if needed without it going to parliament. Doesnt mention anything about forcing companies to sell products at cost. Plus its highly unlikely they will force a company that is manufacturing and exporting millions of coronavirus tests worldwide to do this at no profit. No goverment would do that as it would discourage further R&D in the future.
Absolute worst case scenario they may say sell in the domestic market at cost price but Israel is a small country with 9m people and and 50k cases. That is a drop in the ocean compared to the millions of tests that are being exported world-wide.
Interim results are due out in August and will be phenomenal. Minumum growth in revenue and profit will be 25% but may be higher. Current mcap does not reflect the growth BVC have had in the last 3 months. The sp should be close to £3 or more as this is a £1bn company.

"As a result of the considerable growth in the Bio-Medical division, which has more than offset any loss of revenues in the Networking & Cyber division, BATM now expects to report a substantial increase in FY 2020 revenues, at least 25% higher than FY 2019 and materially higher than market expectations. It also expects to report EBITDA significantly ahead of market expectations."

The current tree shake will not prevent the sp from hitting new heights in the next few weeks.