Member Info for MB10

Thanks for stopping by uxm464. But let’s just check out some of your “most excellent advice” on other shares and how they have performed.

20 Dec 21 VAL. Very positive. I can see the SP doubling in the coming days given our current market cap. SP was 30.5p SP now = 27.5p

28 July 21 N4P. I can see N4p explode when news comes out very soon. Many people have eyes on this. Likely we should see US patent news soon. SP was 9.35p. Sp now 3.2p

15 Jun 21 WSG. Very positive. I can see the SP doubling in the coming days given our current market cap. SP was 5.15p. SP now = 3.2p

Maybe you are not the best commentator. Perhaps the best advice comes in your own words when you see people trolling shares you are actually invested:

“Looks like a few want a cheaper entry.?Ignore the noise on here. Call it a bad deal if we were £1 plus at the moment but not at the current valuation. Do your own research guys.
Looking forward to a great week here. ?Strong Buy?naked shorts are going to get burned here...”

#clown

For anyone researching lvcg, the key statements about KPOP are:

“potential total revenue for all partners assuming day two sells out could be in the region of Euro 6m for ticket sales alone and close to twice that if merchandise is added.”

“Our conversations on merchandise and streaming [from which the bulk of the net benefit to KPE will be derived] are continuing”

Given that the costs to KPE are £400k and they get a management fee of £200k plus a share of the ticket sales (40% share above breakeven) which amounts to over £1m to lvcg, it looks like merchandising and streaming (for which they have 100% of the rights) will add a big revenue stream. My own calculations have them making £3m plus actual profit this year, which means that with a mcap of just £8 million materially undervalues the compony

While KPOP is a big focus at the moment, rentals of bricklive are still being made and LCSE is planning the cycling event and expo in a couple of weeks. All adds to revenue before the influx of cash in May.

http://pengetouristboard.co.uk/from-peru-to-penge-paddingtons-hit-the-high-street/

Ticket sales seem to be storming ahead for the 2nd day. There were some swaps from Sat to Sunday, but Saturday still almost sold out.

Moving up again today. Yesterday was sp consolidating IMO.

Yesterday was a big turning point. LVCG has moved from survival to not just recovery, but to growth.

MMs are not as automated as you think. In any case this churn is good for the share price. Plenty of value adding news coming.

Lol, I’m not claiming a conspiracy, and I agree that some of it is just normal churn after a rise, but even with all the big trades of 100,000 plus, the muppets are running a big deficit for sure. Dropping the price quickly to collect shares is what they do best. They do that as it works for them every time. The fact that people are reporting they can sell loads at the bid shows that clearly.

There are some ex muppet makers invested here, so I wouldn’t discount the tricks they get up to too lightly.

There will always be a bit of churn, but you also have to add that the muppets were running a big deficit from yesterday and the end of last week, and they are just doing what they do best of all which is dropping it and collecting shares.

Webinar recording is here

https://twitter.com/investormeetco/status/1493489002967613440?s=21

Some of them are much bigger than that KNIGEL. Monsta x, NCT dream, mamamoo and Enhypen have nearly 10 million followers and Kai has over 14 million followers. Most of those are outside Korea which bodes well for the streaming revenue. With 10 plus acts and 10 hours of music, how many worldwide KPOP fans from the something like 60 million plus followers are going to be interested in the streaming? Could be over 1 million as it scales up well and is pretty frictionless? And video steaming is a premium product not like Spotify song downloads, coming in between £20 Andy£30 a ticket.

At the investor meet it was noted that the % split for the 2nd night had been moved from 60/40 to 50/50. With lower costs for the 2nd night, the breakeven Point is even lower (4K tickets), so if it’s a sell out that’s even more revenue. The merchandising is going to be big too, especially if they start selling light sticks and have a captive audience over the whole weekend, and I noted that if they pull in an experienced merchandiser (two were bidding) then KPE are not taking any risk on holding too much stock or having to put capital up front.

Streaming is going to be much bigger than anyone thinks IMO. Then its clear they expect bricklive to return to pre-pandemic levels and there is the return of bricklive exhibitions (bricklive likely to bring the company back into profit this year on its own).

So my own estimates of actual profit this year have gone up considerably. Realistically minimum of £3 million IMO, but could be much more. Depending on what multiple you want to use, that’s a target price of between 19p and 38p

It remains the possibility that investors or institutions who want to take a reasonably sized position in lvcg can approach Monacor and take a chunk of their shares, which would lead to the overhang being cleared sooner. I don’t think we will see the 5p warrants exercised until closer to 10p, although I’d prefer to see them exercised at as low a price as possible as they will get churned quicker.

Today was a very big turning point for the company and the publication of figures in an RNS signals a very big turnaround. It’s made this a much less risky proposition and attracts those with a different risk appetite.

Streaming = astronomical (not my language, stated on the podcast)

KPE gets 100%. Big partner that is experienced in delivering this already lined up

£7 m mcap company lands share in €60 million plus KPOP festival. That’s just the start of the growth. The potential is way bigger than people thought.

The LVCG profit from tickets sales alone is over £1 million. They get a bigger share (RNS says bulk of) of the merchandising pie, and there’s a massive markup on merch. So at least £1.5 million to lvcg IMO. Then there’s the broadcast and streaming rights which IMO are bigger again. Then add the 40% of all sponsorship for what is now a 2 day kpopathon.

With the bricklive revenue to date, the actual profit this year is going to be gen bigger than some have been speculating.

Potential for LVCG is amazing. And that’s without the 100% broadcast and streaming rights or the 40% of sponsorship.

There’s the confirmation in an RNS that this is going to be double digit millions revenue.

Personally I’m not counting on them making any revenue from StartArt. For lvcg it’s an investment in StartArt so might get some reflection on its overall value, or a distribution of profit via a dividend. StartArt will be at kpopflex so could get a lot of attention.