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well I'm in. POOR PR = NICE ENTRY POINT FOR MOI

I don't often like being told I'm completely wrong but I'd take it this time round LORD FONT.

I've been sat here this morning thinking about the standard concert vs MelodyVr's

What's MelodyVr's missing and what it could do better.

Here's one example, typical concert and outside the venue or stage there may be 15 stalls (each stall costs money to setup) with 15 people (all need paying) selling the merchandise of that particular band.
Now imagine, Imagine Dragons have just finished their set. Ed Sheeran is on next,
Imagine Dragon's lead vocalist pops off with saying

"Listen guys if you loved out set and would love some T's or Hoodies we have some fantastic gear on the link on your screeen - its free shipping and next day service on Amazon. Your support has been great - Thank you"

Again, how much actual merchandise can you take to sell at a concert vs how many pictures you can fit on a website? Cost of selling it at the venue vs cost of an online presence?

MelodyVr whether people like it or not is going to be huge.

https://news.samsung.com/global/samsung-and-live-nation-team-up-to-stream-coldplay-live-in-virtual-reality

Its the online reach of these concerts which makes me x that 132,000 figure by 10.

50 countries tunes into Coldplay. Although we don't know the lineup just yet we can all agree that the Wireless lineup focused mainly on UK/US RAP R&B GRIME. Very, VERY narrow profile of people who like that ( I like some by the way I'm not slating).

Now, imagine with this Livenation event we have a much more varied set of artists and bigger names. Wireless had some big names but not many and still did well.....
The big BIG names can now watch the entire wireless set and I think they'll be nothing sort of impressed.

https://www.thesun.co.uk/tvandshowbiz/8299770/wireless-festival-2019-lineup-tickets-weather/
£65 +£8 BOOKING FEE - DAY PASSES
£175 + £15 BOOKING FEE - WEEKEND PASS
https://www.bbc.co.uk/news/newsbeat-45964105#:~:text=It%20wanted%20a%20limit%20on,current%20maximum%20capacity%20is%2049%2C999.

ATTENDEES - 37,000

So we will do some sums here based on the above figures and basing it on a 70:30 split.

DAY PASS 70% (£73) * 25900( ATTENDEES) - £1,890,700
WEEKEND PASS 30 % (£190) * 11,100(ATTENDEES) - £2,109,000
£3,999,700

So what would be their costs? How much would the lighting, stage, security, sniffer dogs, toilets, clean up cost?

Compare that to this weekends wireless...

132,000 people tuned in
https://www.sharecast.com/news/aim-bulletin/melodyvr-partners-with-live-nation-for-virtual-concert-series--7567540.html

132,000 people which is more than 3.5x the previous attendance.
What would have been the production costs? How many hundreds of people LESS would have had to have been paid?

I'm quite frankly buzzing on the edge of my seat.
Live Nation's event -
More publicised
Mix of Genres (not very narrow as was Wireless)

Would it be outrageous to say the testing ground has happened, the next one will be 10x as big.
The costs to the vr concert goer however will be a 1/5 of the costs.

Heres what I believe to be very conservative figures...... (I think its been overlooked its at an O2 venue and O2 will be pushing it out like there's no tomorrow).
132000* 10 = 1,320,000m people tune in.
They pay either for a day pass or a weekend pass
£19.99 or £49.99 (PEOPLE WONT PAY THAT? I PAY £27 A TIME FOR BOXING FOR 12 ROUNDS!)
70:30 SPLIT
£38,266,800
Now the pessimists or the ultra conservative of you may say my figures are 5x more than they would actually be - ID BE HAPPY WITH THAT!

Do your own research I've only done some sums based on published definitive numbers, do your own sums depending on how conservative or excited you are!

I'm not selling till we get to above 50p!

I've said it before and I'll say it again, Apple WILL buy this out in my opinion. They did it with Beats, they'll do it with this! Little known fact is that Apple bought beats not just because of their headphones but because of their app and (relatively small) userbase of that app being a huge contributor too.
3 billion I think it went for.......

With its current trajectory and the accounts its winning.

Have a look and do you own research but Panoply has worked with mutliple councils, government departments and the NHS in revolutionising their IT systems not so they can get a 1,2,3, or even 5% increase in productivity but more like 30,40,50%. That's huge!

In their most recent interview the CEO said they were going to start paying dividends this year were it not for COVID but they've decided to be cautious and not pay one which I'm sure we can all agree is the right thing to do.

COVID for them has seen them have an uplift in revenues and they successfully helped a council with a COVID PPE IT system.
They furloughed not one of their UK staff! They were all needed!

Now to decide what to spend this on :)

"Pinduduo allows users to communicate to their friends easily via Chinese super-app WeChat, as WeChat owner Tencent Holdings (OTC:TCEH.Y) owns about 16.5% of Pinduoduo shares. That "viral" nature of sharing discounts to WeChat friends is part of what has allowed Pinduoduo to grow so quickly.

One note of caution: Pinduoduo gets most revenue from advertising, and ad revenue was up "only" 39% last quarter. However, the recent quarter's performance came during the depths of the China COVID-19 lockdowns, during which Pinduoduo lowered ad prices and other fees for its customers, which depressed ad spend in the quarter. I think it's a safe bet that Pinduoduo's revenue would be more in line with transaction revenue growth in more normal times."

The snippet in question^

https://www.fool.com/investing/2020/06/23/3-stocks-poised-for-huge-growth-over-the-next-deca.aspx

I don't normally follow as to what they say but I agree in this instance

This thing bounces on almost the smallest of trades, this will run towards 2p I have no doubt about that in my opinion

I'm thinking that by the end of this week we could pessimistically be around 2p. All depends if the herd comes or not this could 5 bag easily from here too I just dont think enough people have looked into it.

https://m.marketscreener.com/SEALAND-CAPITAL-GALAXY-LT-24935550/news/Sealand-Capital-Galaxy-Unaudited-Interim-Results-29310766/?utm_medium=RSS&utm_content=20190930

This is the RNS you’re referring to, please not the date 30th September 2019.

As you know and as advertised on their website they have expressly stated they have invested in Wechat. As there’s nothing else, NADA, ZILCH (as far as I can see on their website) I would believe they’re invested a considerable sum but this is of course all in my own opinion.

Now as far as I know the only way in which you can invest in wEchat is to invest in their parent company Tencent (TCEHY)
Now on the 30th September their share price was 41.63
It’s now just about touching 59 which is almost a 42% rise.

Just food for thought ;-)

Do the research it’s all there!!!

Not many people in China though is there? Just 1.4 Billion?

From the same RNS....

""Two other platforms will also be set up. Firstly, The Digital Call Centre is a CRM tool that will allow a salesperson to contact a user directly, to understand their exact needs and to maximize the chances of completing a sale. Secondly, the Wecar system will analyse data, with the help of Tencent Cloud and its AI systems, to provide more accurate and precise targeting for marketing campaigns.""

I've bought a good whack, will sell a load (but not all) at 50%, hope for another dip to get back in and if not i'll just ride with what I have left in :). The only way is up!!

https://www.londonstockexchange.com/stock/SCGL/sealand-capital-galaxy-limited/company-page

Search by volume and then over the last month and look at that spike from the 17th!!!!

NOW WHAT CAUSED THAT?

https://jingdaily.com/wechat-makes-a-grab-at-chinas-mcn-industry/- 18th June
https://news.sky.com/story/chinese-giant-tencent-swoops-for-stake-in-british-biotech-star-12010361 -2hours ago!!!
Wechat is what Sealand Capital's website openly states they invest in. WECHAT is huge! TENCENT ITS PARENT, EVEN BIGGER

This is going to explode IMO once this news filters out.

How many recordings do they have?

On the basis that memorabilia, records, CD's all go up if an artists dies and even if they're not dead yet the licences to any of their work have a value how much value does MVR have in their current catalogue?

It would be interesting to compare it to their market cap thats for sure.

Does anyone know if their camera tech is patented too?

You reckon they'll have something good to show? I just hope the revenue side has ticked up somewhat I think their last two yrs figures were something like
2 years ago £6 million cost £0 revenue
Last year £11 million cost £1.8million revenue (i think don't hold me to it)

I hope with the very much increased activity (but still not enough IMO) their revenue has ticked up considerably which you would imagine if the Good Morning America stuff, O2 and festival work.

If they're somehow creating more revenue than costs than WOW we could see something huge in terms of that share price ticking up because that shows this thing is gaining some serious traction.

I love this company and the potential is huge NextVR being bought by Apple proved my point entirely.

I just hope they stop with the headset they're trying to produce. I've said it before and I'll say it again i think its a huge money drain and waste of time and resource.

Consider this, Samsung, Apple, Microsoft, Playstation, Lenovo, Oculous, Nintendo all, if they wanted to, could go about producing a £40 £80 £100 headset. Why don't they?

Cost to research and produce for those big titans? Compare that to the R&D budget of tiny minnow MVR! Why are we bothering? I just can't comprehend that part, that's the bit that worries me.

I still think this is a very strong buy especially at these prices and I'm heavily invested but I just feel they could be more focused.

on barclays why would this be?

How on earth can that be the case? Melody is NEXTVRs biggest competitor and yet this share hardly blinks?! How?!

Fingers crossed someone try’s to be EVRH our only for Apple to get jealous and want it more.