Member Info for Dubbs99

Sundayroast - This is the flip side, some volume returns and the SP rises. That’s why trading on AIM is so hard. LVCG has great fundamentals, cash inflow, great quality execs and non-execs with fantastic connections. Eventually, no-one knows when, the SP will reflect true value. Doing well for me on AIM is finding the few businesses with those credentials and then having the patience to wait for ‘true value’. Hopefully news is coming and the momentum can swing to positive again for a sustained period. GLA.

Pmmbns1, 17% rise today if you bought at 43.5p....

Finally the bottom has been reached - hopefully the SP can now push on again and reflect the value of what the business has achieved and the potential of what it can achieve!

Thanks Guzzler

Guzzler, I totally agree with you but it is human nature to worry after such a brutal fall in SP, now 20% lower than the placement price. I think the market really needs more clarity from DC and the team about the company's cash position - are they generating enough to avoid more placements/dilution and what sort of margins can be or have been generated from all of the deals being won and announced. What are the annual profit targets? - this financial data (that I believe should be really strong) is needed to support the market cap predictions and therefore the SP. If you can glean any of that from your meetings or anything else to help sure up confidence in the company as well as their views on the SP decline and let us know I'd be extremely grateful - Thanks

Need a positive RNS (preferably highlighting some of the financial projections) to build interest again

Small company starting to become a big one!

yesterday and today - always a good sign

But I think next week could be much better still!

Great interview, this company is positioned brilliantly and is definitely on the up. What an opportunity. I’m expecting some fantastic sponsorship deals coming over the next 12 months and beyond after listening to DCs comments and lots more new developments. Can’t wait to hear about what has just been agreed in China.

I don't think there has been one sale today. The only trade shown on LSE as a sale was a buy....

Fingers crossed GraphicBoy. Certainly the opportunity this company/brands offers to some of the big boys looks huge to me.

Pmmbns1, thanks, I think they are all valid musings and I agree with you apart from the 'growing too quickly' point. I do think buying bright bricks was a very good acquisition and DC took the opportunity as quickly as he could. I'm sure he knew the inevitable placing to make that happen would materially damage the SP but only in the short-term and I think his longer term plan is to sell (allegedly for £4 per share) the company within 3 to 4 years. Owning bright bricks was essential to hit that target price I think. If that is accurate and true I for one am happy to remain a LTH and wait to see that outcome achieved.

Looks to me like the price has been kept down a little longer than necessary to allow some big buys to go through. Time for the SP to move back to something much more reflective of a profitable and very rapidly growing business...

I could see Brick Live ticking so many of the boxes that Merlin would be interested in and its mobility would add a lot to their portfolio that tends to be 'static', theme parks and the like. Even just advertising their theme parks etc would make sense at the Brick Live events, cafes and so on - same markets.

Guzzler, All good points, thanks. DC has created such a strong brand, content provision, great directors and staff (evebns specialists), incredible sponsors/partners and LVCG are delivering great events in many forms across the globe and the company is already profitable. Then add-in how well set they are to further innovate and disrupt with technology specialists and a focus on the most important educational areas of coding/programming and STEM subjects. The interest in the events and content from the public, governments, educators and businesses who want to align themselves to that agenda is simply massive so it is all rather genius isn't it! What has been achieved this year by a tiny AIM listed company is truly remarkable and I just don't think a lot of people/the market can believe it yet but I'm sure they will soon enough. I don't think there is a lot more to say and discuss hence the limited posts here but when the events continue to grow and succeed and the financials and forecasts are published greater interest will come. Personally, I think one of the huge events or entertainment companies might work it out before the wider market does and make a T/O offer that we can't refuse. As a LTH I'm happy to wait patiently and reap the rewards either way.

today and back in the right direction

Nickb, I totally agree with guzzler, this is what happens on AIM and the price was going to be taken down to the placing price (or a little lower) because the MMs had the opportunity to do so. The placing also disrupted the very positive momentum. That sentiment will return with another couple of good RNSs and the fundamentals will win out, over whatever timescale. The acquisition does look like excellent business to me too. So as ever, for long term holders who see LVCG as an invesmtent and not a short-term trade just meed to stay patient and I'm sure we will revisit the recent SP high before too long because this company is worth it!

Nickb, it means that JGL (owned by DC) will pay those creditors on behalf of LVCG, and therefore LVCG need no longer treat them as a liability on their books. That will result in a one off improvement in their profit. I assume JGL are doing that as the creditors related to the golf event business that LVCG was created from through the reverse takeover.

Pmmbns1, I totally agree with your comments. The SP has reflected the great progress and momentum in recent months and I believe the first 6 months financial results since the reverse takeover were excellent and underpin our confidence. Nevertheless, the last couple of weeks have been painful and I don't think an RNS about a placing at a discount, when no-one knows when it will take place or how large it will be, was a great idea as the SP was always going to decline and remain in limbo until the facts out. But, as a long-term holder, it should make very little difference and I truly believe 2019 will be even more transformational and stellar than 2018 has been. GLA.