VGL - Vista Group.

[Cadalac123]

I wouldn’t go so far as to say they will boom when theatres re open. Disney might prefer to release exclusively on Disney+ and Amazon and YouTube are also trying to buy movies to release direct to streaming instead of to theatres. Amazon and google have the $$$ to make it happen.

Disc; still holding and hoping but honestly think the world of theatre going is not going to the same again. It will bounce back to some extent in 2 to 3 years but I just think that more and more people have home theatres and are going to get used to streaming new releases at home. I think there will be more direct to streaming releases and less releases to theatres. Off the top of my head I can think of three friends who have proper home theatre setups with proper movie theatre chairs and a large wall to project movies on

Yeah I don’t think everyone can afford that setup in any country except the upper middle class to the rich ..

Disc not a holder . Regret not trading this though lol

[tango]

Yes you are right, at least as far as the western world goes. But don't forget about the big Asian market, China and India. Most of the middle class in those countries will not have a home theatre and their preferred method of watching movies would be at the cinemas.

Thank you for that. It’s a small ray of hope...

[tango]

Yeah I don’t think everyone can afford that setup in any country except the upper middle class to the rich ..

Disc not a holder . Regret not trading this though lol

Only 1 of those 3 is rich. Of the others, one lives rural so he converted an old garage into an amazing home theatre and the other is in IT and loves movies and tech toys.

I also think, psychologically speaking, that many people are preferring to socialise at home and not risk going out. I’m not sure if this will be an ongoing trend. I saw an article about this and they had a particular phrase for people becoming more introverted post COVID 19

[Lease]

I wouldn’t go so far as to say they will boom when theatres re open. Disney might prefer to release exclusively on Disney+ and Amazon and YouTube are also trying to buy movies to release direct to streaming instead of to theatres. Amazon and google have the $$$ to make it happen.

Disc; still holding and hoping but honestly think the world of theatre going is not going to the same again. It will bounce back to some extent in 2 to 3 years but I just think that more and more people have home theatres and are going to get used to streaming new releases at home. I think there will be more direct to streaming releases and less releases to theatres. Off the top of my head I can think of three friends who have proper home theatre setups with proper movie theatre chairs and a large wall to project movies on

streaming is a threat. Only time will tell. movie theatre is not the first time facing challenge. When TV was invented, people thought cinema would fade, but it's not. When DVD became popular, people thought cinema would fade, but it didn't happen. So let's see if streaming will knock cinema down.

[TJP]

Not good at all.I think the big question is how long will the recovery take,if it has one

The market likes the news:

VGL

$1.710

$0.360 / 26.67%

[Quantitative Easing]

Streaming is a very western thing and limited to upper classes in Asia. You need very fast fibre internet to have a seamless streaming experience. Asian media landscape (except for Japan and Korea) is probably 10-15 years behind the west.

[tomm]

Streaming is a very western thing and limited to upper classes in Asia. You need very fast fibre internet to have a seamless streaming experience. Asian media landscape (except for Japan and Korea) is probably 10-15 years behind the west.

You are so wrong , the West fibre internet speed is even slower than Asia's countries ( Viet Nam, Thailand, Malaysia..).Japan and Korea ( these countries VGL is operating right now). Only Africa is still in third world.

[wilba]

India is predominately mobile driven. because of that netflix offers subs are $4 a month for a mobile pass

vista had to cancel their full purchase of their jv partner in china to protect cash flow. besides that china's internet has no issues.

[Quantitative Easing]

... besides that china's internet has no issues.

Haha except for censorship.

[Quantitative Easing]

You are so wrong , the West fibre internet speed is even slower than Asia's countries ( Viet Nam, Thailand, Malaysia..).Japan and Korea ( these countries VGL is operating right now). Only Africa is still in third world.

Yes i said except Japan and Korea. In countries like Vietnam and Malaysia streaming is mainly done by upper middle class, not the masses. Masses still watch linear tv programming.