Member Info for lofas

IMO it’s straightforward, LN 24,000 event in calendar year before COVID to Zero. If viable alternatives exist For LN to generate cash in the immediate future, we would Have known about it. They came out with some ideas which got quickly canned. MVR is one proven option that can generate cash for LN. The MVR. advantage is that it can generate cash during COVID and beyond. Therefore it’s given that LN is working with MVR. The Big Q. How long we need to wait for the first A class performer to be promoted by LN using MVR tech and ticket master as the money collector. I’m still puzzled about MrZ intentions. MVR is well positioned whichever angle you look at it.

Articulate and milestone different in comparison to the latest sky interview.

Hi Mel, 50p...first round is on me. That equates to £900m or $1.2B is this realistic ?
The only way it can cross the billion is takeover and for that the options are limited to MrZ
Do ya see that happening?

He only comes with the lib. FB can have him... but we want The dosh first.

Alex
Half and sliding fast.
MVR days on Aim Now must be numbered.

Mel,
You raised the question Re:FB and may I speculate That you as well are In the opinion that this is the direction. Now the picture becomes clearer it may even explain AM’s SKy Interview.

If that the case...is LN partnership/production becomes secondary? For that matter also subscription/monetisation plans?

MrH, so nelly was the last pipe cleaning exercise. We are now waiting for sign off confirmation. News may become public soon...Aug is a good month for that. If only....

FB lost interest? One could reach this conclusion as news of engagement dried up. However with the confirmation of FB taking on YouTube, 1st of Aug, we may need to think twice about FB becoming the main contender to take on MVR.

Part 3,
AP,Italian , the hint I think is with the exercise date and the anticipated move in Aug. The warrant, when exercised, will have an impact on number of shares in circulation. That may be an obstacle for takeover bid as Total number of shares Is unknown. The size of the warrant is less significant than the existence of the warrant where exercise date is close to a formal proposal. IMO

Latest FB move open interesting scenarios. Agreements with main music players Universal, Sony and others now exists on both sides FB and MVR. Is this what could trigger the anticipated seismic move? MrZ already paid £2B for previous VR acquisition Oculus, can this be repeated 120p/ps? What is the potential impact on LN relationship. MVR must be considered by LN. The company production slides from 24,000 shows globally before COVID to Zero. MVR has the potential to generate income for LN during COVID and beyond. If this viable/ sustainable, LN undoubtedly would aim to keep all profits on its own balance sheet. Also, are we to expect Google to allows FB to bite into YouTube? They may have an interest in expending their offerings into VR. Let’s not forget Apple. They have appetite for VR content. iglasses is where the VR industry is going to and for others players to follow Will Apple Take the opportunity to increase their VR library....
Lots of Takeover permutations. But first let’s make in into double digits.

Lord
As it was predicted no RNS while option is alive. Maybe after market close....probably next month.
Seismic move is on its way.

No RNS 2moro will affirm the hypothesis. Either way it will be interesting.

Got it. Now this obstacle is out of the way, the road forward to other players becomes clearer.

Lord,
Hope Aug brings what some expect. We were told that the 31st will be interesting and the push came in the 90th minute. Reminds me Man U game....
Double digit soon?

Undoubtably Convertible

MrH, the option was 20m in total. Some got already exercised. Impact is unlikely to be significant. Are we Now on road to double digit?

Lord
It seems that £300m (18p/ps) is a challenge. But with Aug seismic move All is possible.

Hi Mel
This is multi venues event. Can we hope the Melody will do the in charge on the technical aspect ?

Regarding JG, I assume we expect some kind of VR device to view future theatre content. Therefore it’s a different scenario in comparison to music which most folks will consider acceptable to view/listen using their smartphone.