Member Info for fsjamescampbell

Good luck AP

LVCG have REALLY listened in recent months to shareholders and have acted very positively and repsonsible during the CV19 pandemic, in a business sense of course. The company has preserved cash and are emerging in a VERY strong position with sets poised at zoos and building continuing at a pace during lock down. at 12p the upside potential is huge for new and current investors, any current investors averaging down at this level will benefit as the months roll on and the world finds its spending feet again. Well done LVCG on another step in the right direction.

Shares don't go up in a straight line. There are traders and investors who will look at the chart and see it as overbought over the last 2 sessions and will be waiting for pull backs and entry. Fear not with only 80m shares in issue and around 12m being bought back and cancelled.....this sp is only going one way! Just be patient!!

You don't see many low risk investments (not trades) out there at the moment but looking further in to this company i think that you can expect to see a very healthy rise in the share price. Today's RNS was indication that the company have started to buy back shares, they bought back 842 shares on Friday and are set to buy back around 12 million (subject to sp rise of course). But spending £50m on buying back shares can only send the sp one way! If you average each share at £4 then that equates to 12 million shares (£50m) current sp is £2.57 it hit £2.66 this morning and as mentioned on here it appears as though there are 2 brokers working to purchase shares. It is definitely a buy and hold and you could well double or triple your investment from sub £3.00 a share!!!

Hats off to DC, he has showed huge commitment here to the business, many haters have dubbed him as a greedy chairman, lets just remind everyone that he turned down a bonus last year and now borrows 500k at 16% from the lender and then passes the same interest rate on to the company, making nothing on the loan. He is taking the risk and telling the market that there is a HUGE profitable business here. Germany emerging from Lockdown and the top 10 areas outlined by the government to be opened had zoos on the list, Munster Zoo opens next week and LVCG recently announced a new contract with them.

Revenue for Q1 remains unchanged.
Management taking 50% pay cuts.
Brick builders not furloughed so they can continue to build valuable sets.
Company cash position is stable with enough to comfortable last through these tough times.
Many European countries beginning to emerge from Lockdown with Italy opening schools again.

All very positive going forward for the remainder of 2020!!!

Great to see more buying from HUM directors!

This is great news for the longer outlook of the business, another strong IP deal signed......not long before they take this one global too!

I'm hoping that we see an update very soon, the company have been relatively quiet and getting on with the core business, following them on twitter and googling bricklive events and zoos and so on, including what was reported and discussed at the 17th Jan Wembley event, i expect we will see a very good update on revenue, £3m was booked already on Jan 17th 2020.......hopefully we get more official news and details on that! The bottom has been reached with this share 73p in June 2019 down to a low of 14p or so......its a tightly coiled spring that coupled with continued growth, revenue booking and new deals and IP's can only see this sp rise accordingly and align more with fundamentals.......its a multi bagger for any long term holder, especially new ones at this level!!!!!!!!!!!!!

Its been a rocky road since first gold pour in December 2017, dropped from the high 30's as they hit some bad luck, a few operational issues, poor comms and so on.......after hitting a low of 12p it has since settled down and started a long climb north, it has been testing at times but patience is beginning to pay off and HUM are gaining traction and getting stronger and stronger!

I echo your summary MB i think if i recall you were also at the event at Wembley on the 17th January 2020. It was supposed to be the start of a whirlwind year with the RNS kicking months of sp decline. Sadly the moronic Nomad saw fit to ignore the triumphant manner in which LVCG had turned and EBITDA negative into a very healthy EBITDA positive and the headline all investors wanted to hear was muted by the lazy manner in which the Nomad insisted the RNS be written.

That aside you cannot ignore the very strong fundamentals driving LVCG, the sp is where it is purely on sentiment and not due to operational disasters. This, as an investor, give me great hope for the future and adding to my holding more shares at reduced rates means that i can enjoy investment at these low levels. This will rise and rise quick and steady when the sentiment is repaired and we get a few rainbow chasers latching on to the rise. Revenue is strong and there are whispers that this year is particularly strong to date. I expect we will be getting an update very soon and i am quite optimistic that it will put LVCG firmly back on the map. Let's face it, operationally and as a young business they smash other stocks of popularity out of the water, revenue is better, EBITDA is better and no doubt this will translate in to a confidence boosting maiden profit. Having spoke to DC, like many other investors recently, i can confidently say that his commitment and drive to building this lucrative brand is impressive. More so impressive is young Andy who gave birth, to coin a phrase, to the lucrative and very unique IP concepts. Buying in sub 20p is a very low risk once the niggles have been ironed out and you are left with a well governed, profitable and highly generative cash machine!

The philosophy to build, build and build is a tough call because it does take finance, however, once this phase is done with and they have increased models, sets and so on, the cash generation will boost LVCG hugely on the path to paying maiden dividends or possibly even share buy backs, this alone will give huge shareholder value, around 79m shares will likely give way to good dividends in the future as revenues and profits grow considerably. Sadly, the weak will always spoil a great investment and present an amazing opportunity to new investors and existing ones who are fortunate enough to capitalise on this very low sp with additional top ups and purchases.

I truly think the market is missing a trick here and a day will come when the realisation sets in and we see a return in strong sentiment and a much needed move north. The icing on the cake when it materialises too is the potential for a buy out, LVCG will well and truly be highly featured on the agenda of some larger companies in this sector!

Patience, bravery and courage for existing holders will pay off hugely in the coming months and low risk investing at what has to be the very basement level, will absolutely pay off for any new inv

There are copious amounts of historical data on the licences and they will take time to pick apart, analyse, recalculate and bring in to the LOM. As a shareholder we want to know the job lot now, reality is they need to get the numbers right and keep releasing to market. HUM really starting to become a bigger player, month by month!

Shares..........that is the message that came out of the Wembley event last Friday (17th) IMO this has been very oversold, an emerging profitable company with a maiden profit should have generated more positive interest in the market. Sadly, the RNS last Friday leaned towards this missed target of 700k from the broker note stating 1.1m. Which at the end of the day was the broker assessment, the company actually never gave a number, yes they have endorsed the 1.1m since it was reported in the broker note. The focus should have been geared towards the maiden profit, with a message about why it didn't reach the 1.1m and then the rest of the news should have been packaged up in a few other RNS on the same day. There is one trading week left before the tax deadline which means the BB directors who could and possibly have sold in the last 6 or 7 weeks will cease. Albeit, it does look like the director sells have dried up, the few pence drop this week has been a result of a couple of % on Monday, Tuesday and Thursday with flat days being Wednesday and Friday. 17m mcap for a company like LVCG with the BB acquisition, fully funded to virtually double the touring sets, build NKD sets and new Peppa pig models and so on, puts them in a very healthy position for the start of 2020. I suspect with DC being in Tokyo and Seoul this week we will likely hear of some more deals done for 2020 very soon. Operationally, financially and fundamentally LVCG is in a very strong position, a compelling case to buy far outweighs any reason to sell shares right now. This could double in no time from 21.5p and maybe we see a steady rise up to the summer months to give the sp a healthy outlook for 2020.

At the end of the day 61m shares are not in public hands, held by DC, directors and so on, that leaves 18m shares that can be traded on the open market (in theory). The twitter group that has many loyal and long term holders must hold 5 - 8m shares in total, probably more. There will come a point where the tightly coiled spring will just not coil any more and the rise will happen. It is not a lot of shares in issue for the reverse to be just as dominant as the decline. The bottom is very hard to call but with recent news, the end of January coming ever closer, £3m of revenue booked for 2020 already, new deals to announce, IP's to announce and current IP models and sets to build and rent out, it really wont be long until the sentiment returns and the sp will react very positively. This is one that will be easy to make money on given the drop from 70's and with all the fundamentals driving the growth in this unique company.

That is a very strong interview.....you can hear the passion in his voice! This is an absolute steal at this level. The key that the market is missing is that they are now profitable, they are "BUILDING" and once "BUILT" (meaning models, tours and shows etc) they are then available for 12 + 15 + years to rent out, the accumulative value of each model and set is very generous over time. DC also says that they are committed to build, they could get to a point and stop and then rent out the models and sets and bring in the profits, but the commitment to continue building means that there is much more future growth and revenue stream. Very attractive business in the entertainment sector! It is a matter of time before the shackles are off and LVCG's share price will also grow and grow!

Strong IRR at $1400 / oz

More to come before and on Friday i suspect with the Wembley event........today's announcement is another HUGE step forward, profitable company, securing Global $B company endorsements to build their characters, more touring sets, which i suspect will almost double this year from 2019 given the deals they have now done with NKD and HASBRO!

Chairman announced last year that he has declined a bonus and holds 34.46% of the shares in issue, now that is serious skin in the game!

I agree Kenirogas but look at it this way. The loan with RF was October 2018 and fully announced to the market so it is absolutely no surprise and nobody batted an eyelid last year. They are no doubt on the cusp of a huge build program to service the demand for the NKD global deal. They have been paying around £55k a month off the loan. LVCG have been profitable since Q2 (documented). They are not a "keep the lights on" company, they are growing and growing and they need to be in a financially stable place to service the new deals and new clients coming on board! Ive been in shares with RF involved in finance and they have been known to kill the sp......but they are lending cash to some real crappy lifestyle companies and LVCG is a genuine growth story!

Absolutely MB10 today's news, albeit a breadcrumb, is a big thumbs up in my honest view........we may remain flat until the full confirmation but it does present a great opportunity for a healthy gain investing over this next week in preparation for what appears to be positive news! Near year end and the 3 UK NKD sets are complete for now so i am genuinely excited for Jan 2020 and what the company outlines for moving forward with the global NKD deal and anything else they may have in the pipeline! It has to be a very good buying opportunity at 30p!

Negative posters like yourself are often wrong.......if you recall DC turned down the bonus, that shows some pretty hefty commitment and confidence in how he believes in this company and the journey it is on. You can't ignore the fact that NKD will have scrutinised every penny on LVCG accounts and they must be happy with what they have been privy to. A sensible finance package to kick start the builds for NKD is the main focus and after DC's statement i am more than confident that next week we will all be happy with the outcome.......it has been clearly stated that shareholders will find it "genuinely positive" !

Its not about the current debt......it is clearly about the bigger picture, the deal with NKD is massive and it will need to be financed somehow until LVCG are generating enough revenue to fully satisfy demand, outgoings and healthy profit too. A 5 year global deal with NKD will take collateral to kick off, i see this as a massive green flag that some finance is being discussed to push LVCG forward at an accelerated rate from 2020 and through 2021.........next years revenue could be far far greater than the projections if they get this right!

Well the sooner the weak, impatient sellers clear off the register the better.............AIM sadly is full of moronic rainbow chasers! Anyone selling after today's announcement needs to give their head a serious wobble! When you research this company and its growth pattern over the last 18 months it is absolutely clear where it is heading. Profitable since Q1 2019 and well on target and it wouldn't surprise me if we get news about LVCG "exceeding" revenue over the coming months. Buy more and add at this ridiculous level and reap the rewards..........simple!