Member Info for MB10

There’s no way you could buy 30% at the current share price. This share is too illiquid for that sort of buying pressure not to very significantly increase the price. I personally think that a hostile takeover is very remote, but it does increase the number of people that could be looking to take it over. DC has made no secret of the fact that he intends to build value and then sell it.

E.g Dec 21 “Furthermore with KPOP.Flex we are building an asset value which in due course could be highly marketable to large event companies. "

Lod where’s your evidence that Japan is “higher risk of it not proceeding given the short timescales.” That’s just scaremongering IMO. The agreement was only RNS’ed less than a month ago, plus all the evidence is that they go nuts for KPOP in Japan and it will be sold out quickly once they announce the line up and start selling the tickets.

Anyone more cynical and looking at the history of the LH2 posts would think you had resurrected that LSE account just to troll ;-)

Can only go by the fact that the first update this year was in the first week of Q1, so hopefully very early in Q2

https://www.pinkvilla.com/entertainment/bts-jungkook-seventeen-ive-kep1er-and-verivery-emerge-as-winners-at-the-37th-japan-gold-disc-awards-1212031

It is quite common for K-pop groups to release Japanese versions of their songs. The latter is done with the intention of reaching a wider audience. In the last decade, as K-pop rose to internal recognition, its popularity in Japan skyrocketed too. Today, K-pop has a substantial audience in Japan. The awards and recognition acquired by K-pop groups and artists at the 37th Japan Golden Disc Awards further establish how Japan loves and actively consumes Korean music.

The half year report won’t be out until September. But the company have stated they will “return to the Group's quarterly updates and going forward, every quarter, we will provide an operational update broken down into the various Divisions.”

“Never argue with stupid people, they will drag you down to their level and then
beat you with experience.”
-Mark Twain

Seem apt. Why is it the trolls are out in force today? Is there some kind of tag team running.

So cash flow is an issue, I’ve acknowledged that, yet when the company RNS that they will receive $1 million before the end of April, you would think that anyone critical of short term cashflow issues would at least mention it?

You have said …… absolutely nothing.

#awkward

kind of makes you wonder exactly what your agenda here is. And the only thing that’s actually getting tiring is the shi 1t you are peddling.

Well it’s not exactly difficult to understand is it Bennster, particularly as you accused me of of “revenue spamming” (as you put it) this morning.

My subsequent posts showing the complete opposite totally discredited you and showed that you are engaged in just spamming the board with a false narrative. But good luck to you. As I noted earlier there are some on here that really will plumb the depths of depravity to get one over on fellow investors.

Random drivel generator to full speed. Must be a slow afternoon in McD.

I’m only responding to those who post personal attacks and countering the false narratives. If I were you I’d be more worried about SVB and any potential liquidity crisis caused if you happened to be in a technology company that had deposits above $250k with SVB.

So bennster you say I only talk about revenue and not profit. Yet anyone can read my post from this morning. I’ll make it easy for you mate….

“the way to value LVCG on fundamentals lies on them making an overall profit.”

“business model that generates revenue, then generates a profit, and which can then be scaled up.”

“Get to profitability for each division first, and hopefully that profitability covers the central op costs and the company will make an overall profit. If you do enough actual research it’s blindingly obvious that lvcg will get to overall profitability in 2023.”

“if they do get into profit in 2023 the risk/reward equation is bigger than ever. If you like those odds then invest in the company, if you don’t then don’t.”

#awkward

Keep trying to argue that black is white mate, but everyone one can see exactly what you are trying to do. As I said before, I just happen to think that those trolling are the lowest of the low. But thanks for keeping banging that drum and proving my point.

Bang bang bang. The drum beats loudly and constantly.

I’ve only got a tiny holding in lvcg and even when I crystalised a massive loss I posted that I thought the company was undervalued. I still think its undervalued and indeed they have made some very significant announcements over the last month including start art coin (£500,000 annual recurring licence fee) and Japan ($1m cash coming in)l. My own condition for reinvesting has been clearly laid out. I could easily take a position of trolling the company, after all, if things change, a lower entry price would be much better for me, but I believe that trying to get fellow investors to sell so that you can benefit is about as low as a person can ever sink.

You are apparently an investor, but are trolling your own investment and have been consistently trolling for months as well as fail to mention anything positive about the company.

Anyone reading can see right through you, but I’ll let them draw their own conclusions.

Ps anyone else think that there’s a remarkable similarity in posting style with that of the random drivel generator?

Keep telling yourself that, but anyone following this share knows the actual truth.

And anyone reading my posts can read that it’s specifically about profit, not revenue. Oh and the $1 million in cash that they are receiving into the coffers March and April: funny how you fail to mention or comment on that ;-)

Bang bang bang bang, yiu are beating that drum really hard now….

“KPOP LUX will receive a licence fee of $1,000,000 payable in three tranches: $450,000 immediately due, $300,000 on 31 March 2023 and $250,000 on 30 April 2023.”

Anyone might conclude that you are beating that drum a little too hard and deliberately drowning out reasonable debate. Personally I’d be embarrassed to have the company calling up LSE admin to complain about posting false information in company structures, but you seem fine with that. Good luck to you.

Post reported.

There’s actually zero contradiction in my position here, unlike yours B. And I’m not the one trolling my fellow investors or trying to beat that drum and drown out reasonable debate.

Posting rule 4 “While debating and discussion is fine, we will not tolerate; rudeness, swearing, insulting posts, personal attacks, or posts which are invasive of another's privacy.”

Continued…
Their interims for 2022 show that revenue is increasing and the loss is reducing substantially. EPS improved from (1.8p) to (0.9p). KPOP division was in profit and LCSE broke even. Since then significant activity has been announced including nearly £2million in zero risk annual recurring licences. Central admin costs have reduced, as well as divisional op costs have been reduced. Plus the growth of each division is clear to see.

The share price (at historic lows) is being held back by all the negatives, especially the perceived or otherwise b gselling pressure of the short term facility. Plenty of investors (including me) won’t touch a company that has a CLN type arrangement on principle. This facility isn’t actually that bad as the volume required to clear it isn’t that much and you could successfully trade LVCG by trying to time the conversions (every 60 days) as happens on other shares with similar CLN arrangements, but it’s really hard to trade a CLN especially on an illiquid share. But sentiment can change in a heartbeat, and it won’t take much for it to change in LVCG. It’s also worth noting that short term pre-payment facility to help with the short term working capital requirements, was out in place before the Japan Nagoya concert was landed, which delivers cash in the next couple of months: “In return for providing the brand name and establishing a digital and PR strategy internationally KPOP LUX will receive a licence fee of $1,000,000 payable in three tranches: $450,000 immediately due, $300,000 on 31 March 2023 and $250,000 on 30 April 2023.”

There are so few aim companies that make it to the revenue generating stage never mind successfully negotiate the Death Valley curve and if LVCG do that while coping with the covid curved ball that would be remarkable. With a market cap of only £5 million, (they have a bigger brick inventory than that) if they do get into profit in 2023 the risk/reward equation is bigger than ever. If you like those odds then invest in the company, if you don’t then don’t. “Simples” as a meerkat might say (how apt). But if you are constantly banging that false narrative drum to drown out reasonable debate take a long hard look at yourself in the mirror, because the only people you are misleading are fellow investors. If the company turns a corner and makes a profit, then everyone will benefit, except of course those who only have a fantasy shareholding ;-)

The trolls are constantly beating the “revenue not profit” drum, and to a small extent I agree with what’s being said, because the way to value LVCG on fundamentals lies on them making an overall profit.

However, they beat the drum so hard and so often that it’s obvious that their aim is to drown out any reasonable debate, and to pedal a narrative that simply isn’t true. Their narrative is that the company “never gives detailed figures” and that it “only ever talks revenue” neither of which is true. The following 3 statements (there are plenty more examples) clearly show that narrative is false.

“reported a profit of £80,000 to LVCG, in addition to the profit share, LVCG was also able to recover £137,000 of staff costs.”

“The Division hosted the 9th instalment of the London show at the Saatchi Gallery and is expected to report a profit for this event and its licence fee income from the licensee StART.Art Korea.”

“subject to EBIT as reported in the audited accounts of Start Art for the year ending 31 December 2023 exceeding £1,482,000.”

Before covid hit, there were 3 detailed brokers notes published for the bricklive division, each of which laid out a clear route into profitability. Of course covid devastated the company. The trolls want to blame DC for that, but reality check, even DC can’t be held accountable for governments around the world shutting down live events. Many bigger companies have gone to the wall, yet LVCG have not only survived and streamlined the bricklive operation, but have diversified and added three further growth divisions. So as well as recovering post covid, they have been running 3 x start ups at the same time. Once this long awaited new brokers note is available it will finally restore the financial guidance and investors won’t have to do so much guesswork and research to understand the potential.

And for the trolls constantly banging that profit drum, of course getting to profitability is the key for any start up, but all startups have to get over the “death valley curve” https://hbr.org/2022/04/an-entrepreneurs-guide-to-surviving-the-death-valley-curve
Firstly they have to find a business model that generates revenue, then generates a profit, and which can then be scaled up. The reason people invest in aim is because if you find a company that can get over that curve, with a scaleable business model, then the rewards far outweigh the risks.

So where on the journey are LVCG? IMO they are at the scaling up stage for all four divisions. Get to profitability for each division first, and hopefully that profitability covers the central op costs and the company will make an overall profit. If you do enough actual research it’s blindingly obvious that lvcg will get to overall profitability in 2023.

On this weekend. From the accounts this event washes the face of the LCSE division. Note that the expo has returned so that’s additional income from the stands.

https://www.capetowncycletour.com/

To misquote

“The time for pleasuring yourself will soon be at an end”. Maximus Decimus Meridius