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Playing & Trading Strategy

Depends how one interprets them.

Posted by: Lionsgate Studio Fund (a.k.a LGFXFund) on Nov 30, 20:19 in response to Antibody's post HGAM4 held better than HGAM3, and best in the series....

 

Yes, my early 2nd Fri est was off, as I was extrapolating in real-time.    

 

Anyway ... 2nd Fri/Sat actuals as above (actual Fri Nov 20: 164,171).

 

Sun: 59,771 @ 5:1 ratio. Sun Nov 22: 122,956.

 

Therefore, week-to-week tweet declines = -64.38% Fri, -57.47% Sat & -51.39% Sun.

 

They showed signs of stabilizing, in other words -- with the fandom particularly active Sat/Sun relative to Fri, so it wasn't surprising (as the weekend unfolded) to see daily/YoY BO holds for MJ2 pacing ahead of MJ1 (2nd Sun comp is only 2.37% behind, the closest yet).

 

http://www.boxofficemojo.com/movies/?page=daily&id=hungergames3.htm

http://www.boxofficemojo.com/movies/?page=daily&id=hungergames4.htm

 

As an aside, MJ2 requires approx $685m globally if the franchise is to cross the $3b theatrical mark, which I'd say is looking like the upper limit at this point if time.

Mockingjay 2 MattW Nov 27, 13:35

Good analysis {nm} Quickslver99 Nov 27, 14:18

Cheers, agree. Interesting to track real-time Twitter activity if you're into that sort of thing... Lionsgate Studio Fund Nov 27, 15:53

MJ2 tweet #s last Fri = 164k, looking like 70k(ish) max today -- so would be surprised if it holds much better than MJ1 3-day. {nm} Lionsgate Studio Fund Nov 27, 17:53

Actual 58,476. 6:1 pos:neg ratio. {nm} Lionsgate Studio Fund Nov 28, 00:21

Sat: 58,756, same ratio as above. Sat Nov 21: 138,140. {nm} Lionsgate Studio Fund Nov 29, 00:38

HGAM4 held better than HGAM3, and best in the series. The tweets # are not useful. Antibody Nov 30, 13:21

Depends how one interprets them. Lionsgate Studio Fund Nov 30, 20:19

You're just speculating. What point of reference are you using? {nm} Antibody Dec 01, 10:07

1) Twitter 2) Prediction Lionsgate Studio Fund Dec 01, 11:15

But you didn't compare Twitter activity of any other movies inc MJ1. Like I told you before, they're just numbers. Antibody Dec 01, 13:46

12-month old #s problematic due platform growth & MJ2's expanded w/wide release pattern. Lionsgate Studio Fund Dec 01, 14:21

Methodology + MJ1/2 comp wk prior to release. Lionsgate Studio Fund Dec 01, 19:32

Pre-release and post-release are two different things. Where's the MJ1 comp post release? Antibody Dec 02, 11:49

Hopefully my reckless, initial Fri tweet comparison won't put players off (what I consider to be) a useful tool. Lionsgate Studio Fund Dec 02, 14:39

Final, detailed Nov 27 mea culpa. Lionsgate Studio Fund Dec 03, 12:53





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