Member Info for DJP4976

With the recent selling volume, I can�t see how they haven�t already forward sold most of the remaining amount, but the share price will confirm if that is correct or not, let�s see...

Agree that the share price will do the talking before any conversion RNS

Live Company Group (LVCG) Market cap @ 37p or �19.5m Shares In issue 52.78m Shares held by directors and major holders - 85.7% this leaves a free float of 14.3% - which at today's market cap the effective free float is only �2.8m worth Chairman David Ciclitira owns 51.1% alone which shows huge confidence. The company is yet to fully update the market on their business, revenues and profits etc. It is in my opinion an update will be given shortly, which I am hoping to see some kind of numbers - we know they licence their Lego events out and they currently have 60 planned events for this year. Would be nice to see average licence fee per event, along with other sources of revenue per event, such as sales fees, sponsorship fees etc. And also the profit margin per event, which I would imagine to be fairly high considering very little work is undertaken by LVCG themselves. Some basic numbers (which Is purely speculation on my behalf) Say �200k for all revenue per event. Profit margin of say 65% (which I believe to be very under gunning it as I personally feel it's much higher). That's �130k profit per event with 60 planned events this year = �7.8m PROFIT PE of 10 on �7.8m is �78m MC or �1.48 Per share Again I believe I have really under gunned those numbers, hopefully update will spell them out.

Big sell cleared today 625k worth - but interestingly 2 large buys after close in the �30k's one showing blue and one printed red - but both are buys! Sets us up nicely for next week

Welcome Check my last few post

Just LOL - quality shares don't require ramping, the share price action does the talking. The fact that HMI hasn't even attempted to have a dip lower shows the strength of the news just released and the news coming regarding more sales in the short term following MAPA approval. If you have run the numbers like I have many times, it's clear to see this only goes higher from here. Yes it won't continue to go up in a straight line, but any pullbacks will now be smashed into by waiting buyers who want an entry here. Looking forward to the next few weeks and months here, company on the verge of a monster rerate.

The numbers are simply insane. How many AIM listed companies get a significant order of over $2m dollars and all before MAPA - makes me all the more excited to see what deals will come our way once MAPA has been issued, Brian commented back in the October RNS, his words were 'There may be additional sales ahead of certification but it is anticipated that the bulk of our robust potential order book, currently standing at over 20 independent farmers and corporations, will cross the line quickly after certification' He wasn't wrong about sales before MAPA, and I don't doubt he will be wrong about sales after MAPA neither. Management will have scaled up to 320k tonnes by early Q2 which is as soon as next month, I don't doubt they would have done this without knowing that they will have significant orders as proved yesterday. 320k tonnes is �12m PROFIT per year, on a PE of 10 that works out at 92p per share. Even 160k tonnes is �6m PROFIT per year, on a PE of 10 is 46p, this is as soon as next month! People will say, yea but no aim companies are valued on such PE ratios, let me tell you, yes I partly agree, the shit companies that over promise under deliver. But the solid companies always shine through, and once another couple of large orders come our way, people will start to believe that Brian and his team mean business. Remember the sector average PE ratio is 26.75 - if they can prove and convert these orders it's literally going to fly, it's scary to work out the PE ratio on sector average but if we done full 320k tonnes we would be at �2.46 per share - scary stuff!

Harvest minerals (HMI) Market cap at 19.5p of �25.5m �Trial mining allows up to 450,000 tonnes to be sold per annum �Sell price $60 per ton, cost of production roughly $7-8 so say $52 profit per ton �$52 x 450k tonnes = $23.4m ppa Converted to gbp �16.85m ppa �Management expect to be scaled up to 320k tonnes per annum by early Q2 so as soon as next month - this equates to �12m profit per annum - although unlikely that they'll be up to 320k tonnes by early Q2, it shows how profitable it will be when they are. �Contract today is a huge milestone for the company and should now see a snowball effect of more orders coming and potentially some lined up instantly when MAPA approved later this month �All of this on a TRIAL MINING LICENSE �Full mining license application was submitted April 2017 - once accepted by the DNPM harvest have 1 year to submit a feasibility study - so within 1-2 years or so harvest could be mining without the restriction of 450k tonnes per annum. �Lastly, if all of that wasn't enough, they also have 3 further projects. It is in my opinion that once the full mining license lands, harvest will sell Arapua on for a figure in the hundreds of millions (basing my calculations on the fact that harvest have a 13m ton resource on only 6.7% of known mineralisation, so effectively have the potential of a 194m ton mine which at a profit price of $52 per ton would equate to $10 billion dollars total value, hence a buyout in the low hundreds of millions seems perfectly acceptable). Once sold, I see management concentrating their efforts towards the 3 other projects, which currently aren't adding any value. Management have been there and done it - doesn't take a genius to search Brian McMaster and his past successes - one being a sell out of Highfield Resources for circa $500m

Fact is, the board have already stated to expect to exceed 0.8p EPS for the half year to December 2017, that was the time when the business was just being stabilsed and turned around. Now if they can generate that in a difficult time, what are we to expect for the full years, which again has been advised to expect to exceed 2p EPS! At a PE of 10 which for a growth stock is reasonable and a 0.8p EPS, MRS should be trading at 16p. Currently trading at a PE of about 4.5 at an EPS of 0.8p if that gets upgraded to 1p EPS for the half, and the share price is still where we are now that would make our PE 3.75 - just shows how undervalued this is. Lastly the Hermes facility - once interims are released, the board will be in a much better position to either renegotiate or else find a new facility with a much better rate, that alone will significantly improve the bottom line. All in all, I expect a nice steady and gradual rerate over the next 6 months. If the Hermes facility gets renegotiated between the interims and the full year results, there's going to be some serious excitement going into the next set of figures...

I've currently got it at 1.9p, so as long as we hold above 1.9p chart remains intact, everytime it tested that low today, buyers appeared. Also with Justin Waite from Vox markets saying they will be on either this week or next to the podcast, that adds fuel to the fire that news is close and they will only do a podcast once news has been released. All in my opinion.

After seeing that 23m dump today I'm left with no doubt at all that someone's short here. There's not 1 single shareholder on the share register with a holding that big, that's over 16% of the entire issued share capital! There's also been 250m+ traded in the last week with only 141m shares in issue, clearly being held back, and whoever it is, is going to be in serious trouble if/when the placing gets voted against!

We've had 122m shares traded in the past 2 sessions, only 141m shares in issue CURRENTLY! Today, we see a lot of buying again, yet the ASK seemed to be getting ever lower. It's my belief that the MM's are forward selling here believing they will be able to pick them back up at 0.1p in the proposed placing which is to be voted on 22nd December. What's interesting is that Kavi and Aidan now have a 21.78% shareholding between them, if it's their plan to vote against the placing the MM's are going to be caught incredible short here. Also bare in mind the new TR1 holders may have a plan, such as alternate funding for the company which could be voted on, again, if that's the case and stops the placing at .1p, again we will see a very nice move north. Look forward to seeing how it plays out...

Today, shows there isn't a seller here as it moves back up fast. People paying 5p plus over the last couple weeks now we are 2 weeks nearer news, Trevor brown likes to do things sooner than expected by the market so wouldn't be surprised to see news early! Looking forward to a strong day tomorrow

Mate, I don't know how many times to say it, listen to the VOX market podcast, not the proactive one! He said early December!! Podcast date 27th October take a listen!

Sorry my post was meant to read like this... Nope, if you listen to VOX MARKET podcast dated 27th OCTOBER, he clearly states we should have a CE mark by the early part of December. Have a listen and come tell me if I'm wrong...

October sorry! Don't ask me where December came from

Nope, if you listen to Vox market podcast dated 27th December, he clearly says we should have a CE mark by the early part of December

CE news due now, Nick Stevens mentioned early December, so realistically it could come as soon as next week. People saying FDBK didn't move on CE marking, well that's because Trevor Brown Ian selling down his entire holding there of roughly 30%, it doesn't take a genius to work out it won't move until he has sold or his holding is bought off market by another party. Reason for Trevor selling, is he no longer holds a position on FDBK board, he likes to take large stakes in companies he controls, now he is no longer a director, he can't control the outcome/success of the company hence sellingdown. Also, FDBK Has a market cap of �5m at 2p, at 2.5p last week before CE it had a market cap of �6-7m. FBDU current market cap is less than half of that at only �2.8m at 4.3p, so starting from a lower base, �5m MC would warrant a share price of roughly 8p. Now imagine if CE comes with contract news or in discussions with parties etc....

CE approval opens the door to commercial sales in 33 European countries, not quite sure on sales figures.

That's exactly what I wanted to see this morning. The breakout point was 3.4p and we convincingly smashed through it yesterday, we dropped this morning and re tested that breakout area and bounced nicely off of it, which shows that has now become new support. We will keep seeing these all the way back up again. Clear catalyst of CE marking early December which opens the door to commercial sales across Europe, �2.4m MC at present, won't be at this price end of this month I guarantee that!