Member Info for Darola

#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.

Got a direct quote to sell 43.5k. Very unusual so they must be after shares. Just need everybody to hold tight and the next RNS - hopefully a big one this week - should be very interesting.

#LVCG on the rise. No stock, no sellers and LOADS of news in the pipeline. “Our biggest partnership so far” to be anounced any day, new contracts in Europe, USA and Asia all pending. New markets in MiddleEast and Australia knocking on our door. And now we have merchandising too! Worth illustrating that at the current MCAP, David Ciclitira shareholding is valued at £18.1m. Big skin in the game with 39% of the shares. If you factor in the rest of BOD & TR1 holders & PI over >500k shareholders, over 90% of shares not available.

And a quite significant point. The President of ReedPOP is Lance Fensterman. His bio states; “He lives in the woods of Westchester County, NY with his wife, a gaggle of animals a massive collection of Lego’s. Last year he logged 270,000 miles in the air while helping to create killer events for geeks all over the globe.” So a guy that is a huge fan of Lego, runs a company that has puts on global fan based events, who’s parent company spent £970m on 9 acquisitions in 2018 - and also paid £200m for Mack Brooks (Corp event company) earlier this year - has just signed BrickLive to be part of it London ComicCon..... I get the feeling this won’t be the last time we work together!

Think it PIs trying to be traders, rather than an individual seller. Yesterday for instance was a holder selling 10k to put some funds into IMMO. They still hold over 100k here, but saw a short-term opportunity elsewhere. I might be possible to make money bouncing around across shares, but personally I think any gains will be insignificant when this finally takes off. As LVCG build towards 150+ high margin events, and the brand gets stronger, it’s inevitable that at some point the price will react. I’d rather be sitting tight when it does, than find I couldn’t get back in when the buying starts.

Summary notes: Belgium - Did “rather well for the guy” in 2017 - “made a 6 figure profit from working with us” The licence fee is “very substantial”. End of Q1 so far up to 40 shows and activities. Target 60 for full year. Focus has changed to territories that are a good economic fit, such as Japan, Germany, Belgium, UK, US, France - [France is a new area?] Growth expected to around 150 shows/activities by 2021. Ultimate ambition - make money, build brand, create value for our shareholders. Short/medium term is to build value, it’s all about growth - in the upcoming figures, ALL areas show growth. Any game changers? Yes! working on certain things now. Level of partners is beyond expectation and will surprise people when announced. We are fast tracking to decision makers and people are coming to us. Brussels are back because they made money, and the public wanted the show again. 3 reasons; Mgmt have shares - they believe! Brand is global The visiting public like what we do

I think another subtle difference here is that rather than over promise/under deliver. The BoD here are genuinely surprised by the attention they are getting, and are having to readjust their focus and target to meet it. Hence the recent raise for 5 more sets, and the delay of the brokers note. A lot of new stories are unfolding and they have wanted to finalise these and readjust their forecasts accordingly.

The “experience economy” is booming. Large venues and brands need captivating products to keep pace. #LVCG has the unique capability to provides these. It’s why it’s shows are fully booked. It’s why it’s attracting attention worldwide. It’s why I hold. “The only companies that will exist in 10 years’ time are those that create and nurture human experiences. This learning and growth will come from maximizing opportunities, including the reinvention of retail spaces, new models of engagement, and an understanding of experiences as perhaps the most important form of marketing.” https://www.weforum.org/agenda/2019/01/the-experience-economy-is-booming-but-it-must-benefit-everyone/

Are you on Twitter Mozax? Got a good “private” group going with many big holders in.

Direct quote I got from Bert last year. Expect some big fish to be circling f it’s true. “We believe there is 8moz plus potential there so optimising resources has advantages”

The reputation and reach is testament to the tremendous quality and creativity of the builds. LVCG is only going in one direction.

Rave reviews are a reaction repeated everywhere that @BrightBricks shows it’s work. It’s why #LVCG is closing $m+ deals across Asia, Europe, North & South America and the Middle East. It’s why they raised to build more tour set’s. It’s why the free float is tiny. It’s why LVCG will probably multibag. It’s why I hold!

Offering above bid on a good chunk of shares too, so MMs are after stock. No big selling, and the ‘real’ bid has already been pushed up - still no takers. Bodes well.

MMs want my shares, wouldn’t want to be out of this for the weekend, dont sell em cheap. Every share is a golden ticket.

Good day yesterday. Plenty more to come...

UK ComicCon - 3 events, offered £80m. MacBrooks - 25 events, across 20 cities. Sold for £200m. #LVCG - 120 events by 2020, across >50 cities on 4 continents. Current m/c - £40m Start to understand why DC expects at least £4... Possibly the best investment on #AIM is hiding in plain sight.

Exhibition organiser sells for £200m https://twitter.com/elgring89441300/status/1085643293298442240?s=12

Live Company Group already in 50 cities. Bright Bricks Acquisition in Oct 18 (content producers) so last few months of 2018 all about the integration of Bright Bricks. There are going to be New exhibitions for 2019 in new cities. New cafes, New BRICKLIVE centres which are permanent venues Touring to grow significantly because we own the content provider were able to build tours around the world. BRICKLIVE Touring Animal Paradise 20 city tour launched in Beijing last year, January 1 this year Hinan Island 2nd city of the 20 over the next 2 years. Zoos! are expanding, contracts for 7 including Brookfield in USA and are expecting to at least double in 2019 with new content like Brickosaurus which debuts at marwell Zoo in April. David describes these as the blockbuster. Blockbuster defined in the entertainment industry as shows that attract more than 100,000 people. projects all booked til end of 2020! The Touring Assett Business which is Bricklive Touring is the most significant growth area of the company made possible by the acquisition of the content creating company Bright Bricks. Bright Brick the production hub of the brand building business the brand being BRICKLIVE! BRICKLIVE started strongly in Asia… David sees that developing, more activity in China, more in Korea.. 8 shows in Japan last year! Thats going to increase, in talks to increase the number of shows in Asean. USA in two weeks with the Dallas Cowboys and LiveNation. Tickets selling well. Zoo project in Chicago and in discussions for quite a few more. Europe, in a time of Brexit going on. UK business getting significantly better and better since the acquisition of Bright Bricks. Live Company Group taking over the promotion of NEC flagship show in Birmingham at the end of the year. With the ability that Bright Bricks affords Live Company are going to build this as a self owned show. Plus additional smaller shows in the UK. And clearly we need to concentrate and spend time on mainland Europe.. David spent a lot of time in Europe at the end of 2018 having exciting discussions for partnerships in Europe. So Asia, Europe, America key areas for our Global Brand BRICKLIVE. 2018 was for proving the vision… testing adding staff, adding more in 2019. 2018 about getting there. 2019 about numbers and building the business. Independent researchers Issuing a research note which will give more clarity on numbers. A full business plan out to 2022. David is very confident about 2019 which he expects to be a good year for Live Company Group and its shareholders.

Um. I like to think buying shares in HUM is contentious, not abhorrent!

Ha! Like s mistress you can’t stop shagging!