Cineworld Share Discussion Threads

[growthpotential] 02/3/2020 13:40

Long term holder, the herd nature of mere humans is simply shocking

[pedr01] 02/3/2020 09:38

Seriously starting to think about buying in ... The Unlimited programme is a VERY persuasive offer and I have absolutely no doubt that it is going to go down a storm in Cineplex venues.

[bookbroker] 01/3/2020 12:51

I am afraid this will be treated like a hospitality stock, cinemas are off limits for the time being, of all industries travel and hospitality are being destroyed, a game changer for the future, even if it is hysteria that creates the problem. The tragedy for the world is increasing insularity, most people choose to fester in front of Netflix, that will only increase, so immunity levels will collapse, best place to get outside and breathe the big open air in the big open countryside!

[brianbrain] 28/2/2020 16:50

shorts reduced nearly 1% yesterday, and as the share price was up today guessing there was a further reduction in shorts today, we will find out next week...

[rathean] 26/2/2020 08:32

Italy and China has closed its cinemas, what do you think will happen when we get fatalities in the UK?Opportunities to buy at a much lower level imo dyor ofc.

[john09] 26/2/2020 08:24

So cheap this

[werethereisawill] 26/2/2020 08:23

So now is the time to buy while they are cheap and just before the cash cow gives

[williamcooper104] 25/2/2020 15:55

That's the problem Premium seats will soon become the expected norm So zero so expected accretive capex becomes defensive/no return capex

[grahamburn] 25/2/2020 15:08

Extract from Market Report in The Times:

Bigger picture hits Cineworld
Cineworld shares slumped to a five-year low yesterday after a “discouraging” performance from one of its main rivals.

After its $3.6 billion acquisition of Regal Entertainment in 2017, the cinema group now makes three quarters of its revenue in the United States. However, that means that any weakness at Cinemark, its stateside near-namesake, has a transatlantic read-across to Cineworld’s stock — and Cinemark’s latest numbers on Friday were not encouraging. Revenue from admissions dipped by 2 per cent last year and it recorded at 6.7 per cent drop in visits to its cinemas in the final quarter of 2019.

Cineworld now makes three quarters of its revenue in America

Analysts at Peel Hunt said that Cinemark’s slowdown meant there were “downside risks” to Cineworld’s results, which are due out in two weeks’ time.

The stockbroker said that it would be looking for evidence that Cineworld is taking market share in North America. It added that others had done that by increasing the number of premium seats available for their screens.

Shares in Cineworld dropped 10¾p, or 5.9 per cent, to 171p yesterday, their lowest level since January 2015.

[williamcooper104] 25/2/2020 14:23

Sold at well north of 200p Exact same thinking - believe in Cine and the cinema but leverage leaves little room for head winds

[dagsteeth] 25/2/2020 12:21

Whether you do or don't believe in Cine, 2 things are clear: the debt is scary and structured for a successful operating model; coronavirus will shut down screens as it travels around the world. Only a matter of days before it hits Poland and the other major Central European markets where it operates... and then they will be in real trouble. Sell while you can!!!

[kron76] 24/2/2020 13:23

If only - coronavirus giving the shorters a nice day across pretty much all stocks

[growthpotential] 21/2/2020 23:28

Burn shorters burn

[werethereisawill] 20/2/2020 14:39

Yes good movie young and old
Looking forward to James Bond
MilitarY Wives must not be missed

[tricky1992000] 20/2/2020 12:42

Sonic doing much better than expected.

[growthpotential] 10/2/2020 21:26

Dude, we know you are short. Investing has risks, everyone knows this so no warning required here. UK government is in debt, it's called borrowing

[werethereisawill] 09/2/2020 16:05

Let them loose their money...the company is a cash cow
Plus event cinema is doing very well especially since people are retiring early and living longer with more time on their hands.
If you haven’t lately pay a visit and see for yourself the tremendous improvement in all their cinemas

[sphere25] 09/2/2020 15:00

Absolutely convinced I posted on this board on the 16th December when another acquistion was announced, citing the excesses here with debt ballooning to unacceptable levels that could easily now become perilous for this company.

Unsure if the post was removed, but it doesn't matter, can make the point now that this company's strategy is out of control. Debt is always the killer and the expansion here is absolutely reckless imo.

Anyone investing here should exercise extreme caution and be prepared to lose a significant proportion of their investment.

News out from Bucephalus Research Partnership:



Not heard of them prior so easy to dismiss any of their points if you so wish, but the liabilities and the market itself (CINE can't even hit their forecasts) is there for all to be seen. Shorts are crawling ALL OVER THIS - just look at the number of funds and the amount shorted in total. It's highly irregular behaviour to have a stock like this to be shorted by so many funds.

You can read into that anyway you so wish, but this company is in massive trouble imo and the shorts absolutely know it. They should absolutely not have made that last acquistion. Folk will go on about synergies etc, but the hole CINE are now in is very deep.

I suspect this will end very badly so this is just a general warning to investors.

This is just an opinion.

I have no position in CINE.

Always DYOR.

Sphere - once more being a good Samaritan.

[growthpotential] 04/2/2020 08:06

I'll buy a few of these

[ramellous] 03/2/2020 23:25

Really? Booking 2 adults tomorrow night to see 1917.. Vue is £11.48, Cineworld is £21.90.

[werethereisawill] 03/2/2020 23:08

£20 for a family of four therefore an adult pays £5 that is not expensive