cosmos
10 Aug 2017
I love this company. It may never blow the lights out a la a Fevertree given its asset heavy operating model. But it's a cash machine all the same. £71.5m of pre-tax operating cash flow in H1! ; comfortably covering the incremental capex needed for expansion and broadly covering an interim dividend that was hiked 15%. And if / when the physical roll-out eventually slows the scope to ramp up that dividend is just tremendous. Couple with a strong balance sheet and the Greidinger family holding a residual 25% i.e. no shenanigans likely on their watch. And whats not to like. Only question mark is long term impact of streaming on cinema attendance. So far there seems to be no evidence that audiences (including the all important next generation) are shunning a day out at the pictures. I guess one to monitor. But barring a depression I think Cine should easily be able to hit £8+ in next 12 months.
tejo
10 Aug 2017
cineworld delicers I had misgivings when Cineworld was taken over, in effect, a few years back, but held and very happy that I did so. The growth and profitability is impressive and with the continued momentum I think they still remain a buy.
valeite
10 Aug 2017
cineworld delivers another encouraging set of figures ...we're getting bums on seats and it's very profitable .the most important fact is that cinema goers are clearly enjoying the experience .....a solid hold for me
II Editor
26 Jun 2017
NEW ARTICLE: Changes to this top portfolio imply 20% upside "With stockmarkets still in buoyant mood, the question of whether valuations are becoming (or have already become) overstretched is a recurring theme.While commentators disagree about the answer, a general consensus is that valuations in the US ..."[link]
valeite
24 May 2017
security is a priority after the terrible events at Manchester arena security of patrons is no 1 priority and stadiums/venues are an obvious potential target for terrorists .some people will be so traumatized they will may stop going out .this is arguably the biggest challenge facing the industry .cineworld run a mean lean business but security of their venues is a priority.so very very sorry for all the victims
smilingmickey1
22 May 2017
Re: citigroup says... Hello Veleite,You seem to be ploughing a lonely furrow here!I hold a few of these and recently topped up based on the recent trading update which suggests that we should see a decent increase in year on year profits.I can't see this share shooting out the lights but profits are on the rise and so long as the content remains good it seems reasonable to expect a steady improvement in revenue and profit>
valeite
10 Apr 2017
citigroup says... CINE is a buy and targets £7.85
valeite
04 Apr 2017
hsbc says buy now targeting £7.5
valeite
10 Mar 2017
jp morgan says buy ...and raises target price to £7.2 ( from £7)
valeite
09 Mar 2017
peel hunt says... CINE is a hold /price target £6.75
valeite
09 Mar 2017
everything is tickety-boo year end results are dammed good....but the most pleasing is that going to cinema is still popular and if we hook in the kids the future will be good .bit of a pull back today but this is a solid hold for me
valeite
03 Mar 2017
peel hunt reiterates buy..... and targets £6.75
valeite
11 Jan 2017
N+1 singer says buy and raises target price to £6.5
nk1999
08 Jan 2017
Mail- Midas ".................. Midas verdict: Cineworld is a well-managed business in an industry that offers reasonably priced entertainment to millions of people. Shareholders who bought in 2015 have seen a significant uplift in the value of their stock, but the company is likely to deliver further gains this year, so there is little reason to sell. New investors could also secure long-term gains if they buy some shares at the 586½p current price."Read more: [link] Follow us: @MailOnline on Twitter | DailyMail on Facebook
valeite
06 Jan 2017
2017 prospects just been reading about the big film releases for the next 12 months and (no idea if they're any good ) they should put a few more bums on seats .in a tough retail environment CINE looks in good shape
