The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Or should I ask, by how much will we exceed targets?
This shows just a snapshot of what we are doing: https://twitter.com/darola841662/status/1158513602573275137?s=12
Last 40k are both buys. Buyers confirmed in the Twitter group.
Won’t take much buying to move this quickly. The sells from the “sell off” that took us down here have all been mopped up. Business is still going from strength to strength. Perception will soon match the reality and off we go again.......
This is significant. LVCG has partnered its flagship Bricklive show, that the world will be watching, with nickjr, one of the worlds premier children’s entertainment channels. Just let that sink in.
You can understand why events and venues want LVCG tours and shows. Quality content to pull in footfall is a niche market. The “experience economy” that is focused on getting people out of the chairs and in to venues needs us. We appear to have the price right, as demand is high. Time wise we have brought a new product to the market, and it’s growth curve is already significant - we had one touring show middle of last year. We’ll have 15+ by the end of this year, reinforced with a major partnership with Nickelodeon (who’s bet against that being global by the end of 2020?). And while some Venues are fast adopters, others take time to get their head around it. But the numbers we generate are compelling. >30% increase in footfall. Ed stated Marwell reported 58%! Brookfield feedback all over social media is ONLY positive and enthusiastic. It means our weight of evidence becomes more and more compelling. We can only grow, and with growth we become more and more attractive for acquisition. And if that doesn’t happen, our EBITDA should propel us anyway.
"In the short run, the market is a voting machine but in the long run it is a weighing machine" Benjamin Graham
https://twitter.com/darola841662/status/1156486902096257029?s=12
Maybe you need to get better at researching? Search on Marwell, Knowsley, Twycross, White Rose (Leeds), Brickburn etc etc etc. Plenty of press coverage. Here’s an example
https://www.lancashiretelegraph.co.uk/news/17778201.paw-patrol-rolls-39-brickburn-39/
It really is worth taking some time to research LVCG to understand where it’s going, and not just where it is or has been. This great tweet gives a snapshot. https://twitter.com/elgring89441300/status/1152834851445387264?s=12
Simply put. More buying. I’ve been tracking the buy sell volumes since we were at 72 on 13th June. At peak we were circa 300k net sells. That has now reduced to circa 100k. So another day like today and I can see a more dramatic rise - probably back to 60.
http://wheeliedealer.weebly.com/educational-blogs/stock-buy-rationale-live-company-group-lvcg
It’s a guy named Warren Elsmore. A corner shop vs LVCGs super market chain... https://warrenelsmore.com/brickwonders/
#LVCG buying is stronger than selling again today. MMs have no stock, free float is very small and the story here is only getting better, all points in one direction. This really is a great time to be holding.