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[FOXX] Fox Studio Fund week 3 report.

Posted by: hyper (a.k.a FOXXFund) on Oct 01, 23:28

 

 

 

 

Historic price history

 

This has been a frustrating week for the fund. If you click on the above link you can pull up the historic price history (courtesy of KaiGee) and clicking on the ‘show all’ button on the left hand chart then allows a day to day analysis of our performance. To revert back simply refresh the page. As you can clearly see we were on a steady upward trajectory for the first two weeks culminating in FOXX being the top fund in both percentage and dollar terms. It is of course too early to predict the likely outcome for the fund as there will be many ups and downs over the course of the year but I was aware when I was allocated Fox that it would not be an easy ride.


Many of the studio’s projects will not reach any level of meaningful development before we delist and others on the near horizon have complexities that will limit any upside potential. However I can assure investors that, like all good card players, I will ensure we know when to fold and when to go ‘all in’. The past week has been an example of this, watching from the sidelines while others scoop up the big pots. Kudos to Franklyn Street (UNIVX) and Qix (LGFX), who have played their hands very well, less so some of the other managers of Studio-based funds who appear to be hibernating - particularly those managing funds I had requested!


Today sees the long awaited release of ‘The Martian’, Ridley Scott’s critically acclaimed Space-based adventure flick. Is it just me or are we in danger of burnout in this particular genre? I’m not sure that life outside of Earth’s atmosphere always has to be so depressing: with dangerous aliens, unreliable spaceships, catastrophic events and now people getting abandoned on a hostile planet. We may as well just paraphrase the whole genre as “ In Space everything is just grim”. It’s no surprise that ‘Guardians of the Galaxy’ was such a breakout hit - hey for the first time since ‘Dark Star’ somebody actually looked like they were having fun out there.


At the time of writing there is no conclusive evidence as to how successful The Martian will be so we have taken a position that its share price reflects the upper end of box office potential. There has been much talk of breaking records set by ‘Gravity’ but considering the lack of IMAX and 3D revenues this weekend I can’t see it. Needless to say by the halt we will be on the right side of the trade.


The other release on our slate this weekend is ‘He Named Me Malala’ which will be opening in a handful of theatres in New York & LA. Frankly I don’t see this documentary about a Pakistani schoolgirl, who came to prominence after getting shot in the head by the Taliban, expanding much further. Box office potential is severely limited.


We also have an IPO ‘The Other Side of the Door’ going live this morning but the less I say about that the better ;)


Happy hunting,

hyper


Tag(s): FOXX





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Magic Camp (MGCMP) 100000 2.80 (+0.04)         Toff Guys (TOFFG) 100000 15.00 (0.00)         Big Brother (BGBRO) 100000 2.00 (0.00)         Big Brother (BGBRO) 99995 2.00 (0.00)         Haunted Mansion (HMNSN) 100000 1.92 (+0.03)         Glimmer (GLIMR) 100000 0.15 (+0.01)         The Wedding Guest (TWEDG) 100000 1.65 (-0.35)         Dolphins aka Blue (DOLPH) 100000 1.52 (+0.03)         Fast & Furious 9 (FAST9) 75000 155.80 (+0.83)         Brooklyn Family Robinson (BFROB) 100000 0.83 (+0.01)         Shoplifters (SHPLF) 100000 1.82 (+0.11)         Mile 22 - Opening Weekend (MIL22.OW) 1000 16.28 (+0.02)         Child's Play (CHLDP) 100000 26.97 (-1.65)         Toff Guys (TOFFG) 100000 15.00 (0.00)         Green Lantern Corps (GLAN2) 50000 42.93 (-0.10)         Mamma Mia! Here We Go Again $105 (MAMI2.BW) 20000 7.44 (+0.70)         Penguins (PENGN) 10000 11.01 (+0.08)         Big Brother (BGBRO) 100000 2.00 (0.00)         Pedro Pascal (PPASC) 19999 77.04 (-1.25)         Pedro Pascal (PPASC) 20000 77.04 (-1.25)         Melissa Leo (MLEO) 1 49.14 (+0.25)         Melissa Leo (MLEO) 19999 49.14 (+0.25)         Crazy Rich Asians (CRASN) 100000 74.79 (+3.25)         Christopher McQuarrie (CMCQU) 20000 111.73 (+0.72)         Denzel Washington (DWASH) 1 52.62 (+2.03)         Denzel Washington (DWASH) 20000 52.62 (+2.03)         The Aeronauts (AERON) 100000 10.47 (+2.77)         Operation Finale H$10 Put Fri-Mo (OPFIN.PU) 20000 2.00 (0.00)         The Voyage of Doctor Dolittle (DOCDO) 5000 108.50 (-0.11)         Bill Pullman (BPULL) 1 21.98 (+1.10)         Bill Pullman (BPULL) 19999 21.98 (+1.10)         Operation Finale - Opening Weeke (OPFIN.OW) 100000 10.00 (0.00)         Kin H$10 Put Fri-Mon (KIN.PU) 20000 2.00 (0.00)         Antoine Fuqua (AFUQU) 1 85.97 (-1.20)         Antoine Fuqua (AFUQU) 1 85.97 (-1.20)         Tom Sturridge (TSTUR) 1 3.20 (+0.56)         Child's Play (CHLDP) 100000 26.97 (-1.65)         Tom Sturridge (TSTUR) 1 3.20 (+0.56)         Shaun the Sheep Movie: Farmagedd (SHEP2) 100000 5.14 (-0.02)         Big Brother (BGBRO) 100000 2.00 (0.00)         Mary Poppins Returns (MPOPN) 10 153.83 (-0.60)         Nightwing (NTWNG) 100000 32.39 (-0.13)         Nightwing (NTWNG) 100000 32.39 (-0.13)         Kin - Opening Weekend Fri-Mon (KIN.OW) 100000 10.00 (0.00)         Waves (WAVES) 100000 11.04 (+0.75)         StarBonds Fund (BONDS) 10000 91.19 (+0.66)         Bohemian Rhapsody (FREDI) 5000 48.16 (+0.20)         Kin H$10 Call Fri-Mon (KIN.CA) 20000 2.00 (0.00)         Elle Fanning (EFANN) 1 6.83 (+0.30)         Elle Fanning (EFANN) 19999 6.83 (+0.30)