Form 4: Blantyre Capital Increases Stake in National CineMedia, Inc. (NCMI) Through Recent Stock Purchases

Blantyre Capital Ltd, along with related entities, has increased its holdings in National CineMedia, Inc. (NCMI) through a series of open market purchases between March 7 and March 11, 2025.

Summary

• Blantyre Capital Ltd and associated entities have reported changes in their beneficial ownership of National CineMedia, Inc. (NCMI) common stock.
• Between March 7 and March 11, 2025, these entities purchased NCMI shares at prices ranging from $5.12 to $5.32.
• The purchases were made by several entities including BSSF II Ireland DAC, BSSF III DAC, Blantyre Mulanje II DAC, and Blantyre Capital ICAV.
• Following these transactions, the entities hold significant indirect ownership positions in NCMI.
• Blantyre Capital Limited serves as the investment advisor for the fund vehicles that directly hold the reported securities.
• Mubashir Mukadam, a director, Managing Partner, and Chief Investment Officer of Blantyre Capital, is involved in these transactions.

Sentiment

Score: 7

Explanation: The increased investment by Blantyre Capital suggests a positive outlook for National CineMedia, but the document itself is purely transactional and doesn't offer explicit sentiment.

Positives

• Blantyre Capital's increased investment signals confidence in National CineMedia, Inc.'s prospects.
• The purchases demonstrate a willingness to invest further capital into the company.

Industry Context

This activity reflects investment firms adjusting their positions in media companies, potentially based on their outlook for the cinema advertising market.

Stakeholder Impact

• The increased investment could positively impact shareholder confidence.
• The investment may signal stability for employees.

Key Dates