Member Info for MB10

:-)

Tipping mistook. That’s my excuse and I’m sticking to it.

There will be resistance points on the way up for sure, but for the chartists there are plenty of nice gals to be filled on the way up. Hopefully the company will make it clear that its moving into actual profit this year and that would signal a major turn around as well as bring sentiment back. Landing a 2nd kpopfest would nail that out of sight IMO.

Worth bearing in mind that with the reduction in overhead costs that took place during covid lockdown it’s likely that as a stand alone business unit once bricklive has recovered the earnings would be £2m more than suggested in the research notes. So a £4m earnings even at a very low P/E of just 10 would be a £40m value.

Worth looking at the predictions of earnings for bricklive alone before covid devastated the business (see research notes at the link). . Forward plan showed that in 2021 they were going to get towards £10m revenue and nearly £2m earnings and would still be growing significantly from there. Since them operating costs have been reduced and are also shared across a greater number of businesses. With covid on the wane, bricklive should get back to its original growth path.

https://www.livecompanygroup.com/investor-relations/documents-reports/

IMO £5m mcap for the whole business seriously undervalues the company. The bricks and models alone could be sold for double the market cap. The aquisition of Brightbricks was done for £9 million. None of the KPOP or formula e is priced in. The market is assuming that this will fail, but this is AIM and things always seem to either overshoot or undershoot significantly. Once a turnaround is clear and the company starts making a profit as I personally expect it to do this year, there will be a big rerate.

Lego is expanding massively in Asia. Look at the resorts they are constructing and opening from this year.

Even if some commentators are getting confused, Lego is working in partnership with this Brickosaurs tour at Singapore Zoo. Lego group are also tweeting about Brickosaurs and describing it as Lego. If you know anything about lego they are fiercely protective of their brand. Bricklive also have the rights to produce tours for the biggest childrens brands on the planet. So this is all just some massive coincidence, or there is much more to it IMO

https://blooloop.com/theme-park/in-depth/legoland-korea-construction/

https://retailinasia.com/in-markets/legoland-shanghai-resort-begins-construction/

https://variety.com/2021/biz/asia/legoland-theme-park-shenzhen-1235049652/

New Brickosaurs tour in Hamburg starts 30 Jan.

https://www.stadtzentrum-schenefeld.de/bricklive/

Makes you wonder why LEGO are tweeting about Brickosaurs in Singapore Zoo??

https://twitter.com/lego_group/status/1483091860570746884?s=21

Love massive builds? ???? Meet the larger-than-life prehistoric builds from Brickosaurs World!

Special thanks to @MandaiWildlife!

Enhypen are releasing an album. Creates a big demand leading up to the festival. NCT Dream are also doing a TV show in Japan in March, again creates a demand especially for that streaming where we have 100% of the broadcast and streaming rights exKorea.

https://www-oricon-co-jp.translate.goog/news/2221853/full/?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en-GB&_x_tr_pto=wapp

Chttps://www.bandwagon.asia/articles/enhypen-repackage-album-dimension-answer-preorder-new-release-comeback-belift-lab-hybe-january-2022

As the pandemic looks to be headed into an endemic phase, its clear that Investors are pivoting away from covid and overhyped “lockdown shares”. The travel, events and hospitality sectors look to benefit from an inflow of funds. There will be a strong demand for undervalued, revenue generating growth stocks, especially ones that can show a massive turnaround and move into profit.

Seems that the cycling expo is back on in March. Look at what they are selling pitches for and also note that of the 108 pitches more than 80% of them have been sold. Along with the management fee for this event, that’s a nice little cash boost in March. (Plus that more than covers the LCSE operating costs)

This link shows the phenomenal growth of KPOP globally. Plus 3 of the acts at the kpopflex festival are in the top 20 on this list. There’s a massive demand for KPOP outside Korea. That’s good for streaming and attracting sponsorship.

https://blog.twitter.com/en_us/topics/insights/2021/kpop-sets-another-record-on-twitter-with-7-billion-tweets-in-a-year

This article shows that KPOP is very popular globally. Those 100% streaming rights (ex Korea) will attract fans in Asia, Middle East, Europe, USA and South America. Streaming offers not just the opportunity to,scale up beyond the festival stadium, it will also attract sponsorship for the global reach too

https://www.freemalaysiatoday.com/category/leisure/entertainment/2021/08/10/top-20-countries-where-k-pop-is-most-tweeted/?__cf_chl_jschl_tk__=zcdWzFxqA.jFxXkpmod7zwdcTr2Va.R7ZFW2rQUBIig-1642542564-0-gaNycGzNBxE

https://michaelkorsoutlet.store/india-prepares-to-join-the-formula-e-calendar-in-2023/?utm_source=rss&utm_medium=rss&utm_campaign=india-prepares-to-join-the-formula-e-calendar-in-2023

The race in India will fit into the Gulf/Central America/Africa region of the championship which could run from December 2022 to the end of February 2023 and includes Diriyah, Mexico, Hyderabad and Cape Town. Formula E is expected to announce a provisional schedule as usual this summer with the possibility of an extended calendar of 18 races running from December to July/August 2023

http://www.koreaherald.com/view.php?ud=20210418000078

BTS had over 2.3 million concurrent streaming viewers for this one

The demand and reach for live streaming kpop is increasing. Its the new way for fans to see their favourite acts. And its clear that the fans will think nothing if splashing out $29.99. Have a look at how much the light sticks sell for.

https://www.kpopstarz.com/articles/295184/20201012/bts-online-concert-almost-reached-1million-viewers-from-191-countries-approximately-50-billion-won-sales.htm

Not sure that makes sense. Only 44,000 can get to the festival. These acts have more than 40 million social media followers around the globe who will all be interested in looking at a live concert for 7 KPOP bands. Dosen’t matter where the festival is being held IMO.

If you look at streaming providers, they have prices for both live streaming of festivals and the ability to stream again for a set period. That charge is in the region of $29.99 per subscriber, so it’s not going to take a lot of subscribers to make a massive difference to the revenue here. The streaming revenue is going to be very significant IMO.

The way that AIM operates, it’s likely that more will see value at a higher share price than at this ridiculously undervalued level :-)

All valid points bennster, but worth looking at the KPOP followings of the 4 acts already signed. All of them are big in the USA, Europe and the Middle East, which means the streaming revenues could be considerable outside of Korea.

There’s no question IMO that lvcg are headed to make an actual profit this year based on a single KPOP festival. A 2nd and 3rd festival would add to that very significantly and provide recurring revenue. That signals a massive turnaround for shareholders.

The sector a average P/E ratio is 47, so even at a conservative P/E ratio, a market cap of £50 million plus is not inconceivable.