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ALLID tracking is first example of the information interpretation dilema now with no adjust. What type of legs are we expecting?

Posted by: shadowking (a.k.a shadowking13) on Nov 04, 09:52 in response to Antibody's post THR: Prerelease tracking suggests [SOYLF] will debut to...

With no reviews yet it's tough to say.  Going strictly with the old 5-day * 2.0 average, that indicates a $40M 4-week total.  If it gets great reviews maybe a $20M start does get it north of $55M in 4 weeks.

This ignores whether or not the tracking is accurate, a question which remains the same with or without adjust.

THR: Prerelease tracking suggests [SOYLF] will debut to $16 million; [ALLID] $20 million over Thanksgiving weekend. Antibody Nov 04, 09:34

well that's way off. {nm} Dorfman Nov 04, 09:41

You don't know that. It' s "being sold as a smart adult drama" in 2200 theaters. {nm} Antibody Nov 04, 09:44

ALLID tracking is first example of the information interpretation dilema now with no adjust. What type of legs are we expecting? shadowking Nov 04, 09:52

Exactly. There is no way to value a MovieStock anymore. {nm} Chimpmuck Nov 04, 10:28

The price of a MovieStock reflects the film's potential domestic box office during its first four weeks of wide release. {nm} Antibody Nov 04, 10:30

How are we supposed to value that potential in advance? Is there tracking for first 4-week potential? Other info sources? {nm} Chimpmuck Nov 04, 10:33

The same way as before, look at similar films in the past. {nm} Antibody Nov 04, 10:39

Before we could use O.W. BO for comps, but now we're forced to compare delist multipliers, which vary widely and are impossible to predict {nm} Chimpmuck Nov 04, 10:45

You can stil use OW BO vs 4-weekend total of similar films for comps. {nm} Antibody Nov 04, 10:48

OW BO is now pretty much irrelevant. {nm} adrenalin112 Nov 04, 11:23

Disagree, you can still compare the OW to similar films. {nm} Antibody Nov 04, 11:31

Who cares what a movie does OW anymore, it's all about how much you think it will make in the 4 week run. adrenalin112 Nov 04, 11:39

You use the OW to figure out what it's gonna make in 4 weeks by comparing similar films. {nm} Antibody Nov 04, 11:40

No i compare what its going to make in 4 weeks by comparing it to what other movies made in 4 weeks. SMH {nm} adrenalin112 Nov 04, 11:47

And you get the 4 weeks by comparing the OW * multiplier of similar films . You're doing it without knowing it, {nm} Antibody Nov 04, 11:52

Now all we have to think about from date of IPO, is where will it be on day 24. adrenalin112 Nov 04, 11:53

This one statement describes what I will most miss about the "old" rules. I wonder that MS prices will be less dynamic considering... Willroast Nov 04, 14:21

* (referencing the adrenalin112 post directly above mine) {nm} Willroast Nov 04, 14:25

I would much rather have expected front loaded movies receive a smaller multiplier. i.e. 2.0-2.2 for 50shades {nm} adrenalin112 Nov 04, 11:26

That's a judgement call. {nm} Antibody Nov 04, 11:33

A judgement call that would be more fun if HSX made that call in advance and allowed us as players to try & beat the house. {nm} adrenalin112 Nov 04, 11:40

Imagine the outcry if a film adjusted 2.0 delisted at 2.7. {nm} Antibody Nov 04, 11:39

Nah, that's a big time leg bonus TwoMisfits Nov 04, 11:45

Big adjust means the HSX prediction was way off. {nm} Antibody Nov 04, 11:48

That would be kinda awesome IMO. adrenalin112 Nov 04, 11:46

No, it means the HSX OW multiplier was off...most movies instantly move one way or the other after adjust... TwoMisfits Nov 04, 11:51

I mean, next Justice League can sit at 4 week expected at $500M TwoMisfits Nov 04, 11:54

It HSX traders are playing the multiplier, than the HSX price is way off. {nm} Antibody Nov 04, 11:55

They can be way off either way - at least one way lets them make money twice... {nm} TwoMisfits Nov 04, 11:58

As I've said this many times, these artifical spikes or dips skews the HSX data. {nm} Antibody Nov 04, 12:01

It's skewed with a 4 week arbitrary cutoff anyway {nm} TwoMisfits Nov 04, 12:01

Which works against animated, original, older female, and older skewing movies... {nm} TwoMisfits Nov 04, 12:02

Just 2016 Big Movies... TwoMisfits Nov 04, 12:06

Huh? It's been 4 weeks for nearly 20 years. {nm} Antibody Nov 04, 12:03

It's been an adjust for that long, too - either you want perfect data or you don't...one arbitrary thing is as easily chucked as another {nm} TwoMisfits Nov 04, 12:07

Do you want us to value total box office possible for a movie...or its opening weekend - 4 weeks is dumb either way... {nm} TwoMisfits Nov 04, 12:08

The actual box office at 4 weeks is NOT an arbitrary number. Estimated Opening Weekend * 2.7 IS an arbitrary number. {nm} Antibody Nov 04, 12:09

The time frame (as I showed above in many big time movies this year) is arbitary - why not 1 week, or 12 like limiteds... TwoMisfits Nov 04, 12:12

Yes, being the same way for 20 years means that the 4 week cutoff should also be reviewed. {nm} adrenalin112 Nov 04, 12:51

+1 - if you are going to make major changes like no adjust - then other longstanding and arbitrary numbers like 4 weeks should be reviewed {nm} JDolphin Nov 04, 21:59

Please give us a commision free day before this happens Dvdtalk_gcribbs Nov 06, 08:45

Spot on. I won't be leaving since 75% of my time here was spent inactive anyway so why not leave it going? But this seems like a bad change. {nm} Willroast Nov 06, 17:09

it's not at all the same as before. adrenalin112 Nov 04, 11:32

Have a look at my post on the Players Board {nm} RogerMore Nov 04, 11:40

+1 {nm} PARAX Fund (NOLEAFCLOVR) Nov 04, 10:58

That was for antibody's post. Im not understanding what everyones issue is with the value of the stock. PARAX Fund (NOLEAFCLOVR) Nov 04, 11:01

Your "+1" adds nothing to the conversation, nor does your solution to my "issue" which is "make your own judgement". {nm} Chimpmuck Nov 04, 11:26

i feel that playing the players is going to be a bigger factor than ever, many are going to short like business as usual adrenalin112 Nov 04, 11:28

There are probably less than 100 active and informed traders who drive the market, and the rest are just sheep-traders. Now we're all sheep {nm} Chimpmuck Nov 04, 11:43

Agree. Playing the players will now be the proper way to play, rather than actually trying to figure out a real box office prediction {nm} shadowking Nov 04, 12:16

Which would make HSX less predictive not more predictive {nm} magicdreamer Nov 04, 13:39

That's the drag for me. For casual players like myself, playing the players isn't a reasonable (or timely) endeavor. I think the adjust... Willroast Nov 04, 14:40

If playing the players becomes the more prominent feature, I'll probably quit - or go back to just star bonds. I have no interest in that. {nm} JDolphin Nov 04, 20:31

Showing huge ratings from critics and customers alike so far. If this does less than $25m I will be very surprised {nm} Shirtavius Nov 08, 13:36





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