Member Info for Dubbs99

... for the 10k seller being gone...

Excellent news if that is the end of the big seller - Today’s sell is priced in already too. Thanks Geordie and I agree with you I think it will have been a disgruntled placement buyer expecting to make a quick profit. Just not enough buyers for that to happen at the moment. I think that will change when the broker report on the finances is released. Won’t be long now. Onwards and upwards.

Any idea why the seller was selling?!

Yes, very keen to see the back of him!

Hopefully the seller of the 10,000 lots will be gone soon...

I'd agree that it is good news. I also hope Merlin could be one of the companies looking to buy LVCG.

Welcome Kublakhan. Hopefully a massive year for LVCG ahead. I think an early repayment of the loan (that is expensive) would be a great sign of confidence and a strong cash position, that would surely give the SP quite a boost.

MMs still determined to take the SP down on really low volume...

this week?...

Are determined to drop the SP today on almost no sales volume....

Thanks again Guzzler, will do.

Thanks GeordieDan - That is excellent news.

Guzzler - I do agree and I have accumulated as much as I can afford and massively skewed my portfolio to LVCG as I really believe the opportunity is huge but that is why the uncertainty on the financial numbers is of great interest to me. I need to be patient as ever!

Thanks GraphicBoy - Someone on Twitter has said the same about the Broker report in January - do you know if DC or someone else in the company has stated that?

Thanks Both, I appreciate the detail needs to remain commercially confidential but some sense of the magnitude of revenue/profit does need to be understood, even if it is simply consolidated within annual turnover and profit targets. Bear in mind that the touring licence values are being stated in RNSs. If the numbers and profits are what I suspect I think many more would be buying. Maybe a broker’s report released soon will help. I think a lot of people are waiting and watching rather than buying because presently they can’t effectively relate the market cap to an estimated level of annual earnings. I’m sure that will be rectified some time in 2019.

Thanks Guzzler- the FAQs are really useful. I still want to know what sort of licence and content fee they receive for 'normal' bricklive events. Does anyone know roughly how much they would have made from the latest Birmingham show for example?

But there will still be those who bought in on the placement who will sell out at no loss because they thought they’d be able to have flipped their shares for an instant 20% profit and they don’t actually understand the business in my opinion. That might slow down the SP recovery around the 65p mark for a few days. Hopefully not but it is possible. However, if a brokers report does come out that clarifies the profit margins being made and highlights the future potential I think that will be the game changer. The market for people to pay to visit and see the Lego builds, bricks to play, create and learn with is enormous and the spin offs being generated all over the world with the worlds premier businesses (Microsoft/Live nation/Nintendo etc) is so exciting.

..

Paid upfront! The profit margin must be good. Keep these licences coming!

Yep and more to come...

Pmmbns1 - Looks likely to me although this was well oversold in the first place.