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How much in costs?
This is all good, but lvcg will not recover until delivered results are reported. Beyond good new contract headlines, we need to see that margin and profits are good and growing. As we all know, that is how companies are valued.
This is a misinformation campaign - a euphemism for fake news. II’s wouldn’t worry too much about this. They only work with nervous personal investors. Remember AA conducted a full DD on Arc a few months ago.
…Between the supremely knowledgeable @Dcat80 and the perceptive & curious @mesb48. It all helps. Sector sentiment is generally weak at the moment but this share is tightly held the price will be “elastic” on good news. I do like that we have a well regarded Brazilian mining lawyer on the board with a c20% interest. This is also very important!
Let’s hope you are right. Impossible to tell without details on the $ values. That said, Singapore zoo is a leading name in the zoo industry - especially in Asia - so can create a “halo” endorsement effect for further partners. Everybody knows Singaporeans won’t deal with rubbish. Also reinforces the global nature of the business and there’s low seasonality in Singapore.
It all points to very weak operational progress. Anzu is leader in the market but I’m honestly not sure about the market. EA doesn’t want to dilute the UE and gamers don’t want many ads. The media are still very awareness promoting for brands. Where are the really string Bids case studies that excite potential advertisers? And there are other good ways for brands to leverage gaming. James did a huge amount to get this business going. Is he the right person to be leading it now? I don’t think you can spend you way too success here.
Let’s see some hard, reported results before we believe in this company. The core business could be very good and they have survived through Covid. I’m not at all certain about these new businesses but happy to be proved wrong. But the issue is trust - DC needs to act always with high integrity and report some very good results. Then sentiment will start to change.
Peggy - a cleverly written message by a professional deramper. No rationale person would write what you write and still be invested. But please at least show a modicum of respect and replace “we” with “you” in your messages.
Let’s not be naive about derampers. People who want to surpress a share press use a financial PR agency to trash or undermine the company. They use various personas: the informed expert, the nervous PI, the supposed insider, the vendetta viper. They use different media channels. Collectively they create doubt. They never offer advice or overstep the mark. If you consider the phenomenon of the “review farm” in modern PR, this will not come as a surprise.
Why would large investors be interested? There is some IP that is effectively for sale with few takers. New CEO focused on bringing in new partners - a selling/ deal making job. Hope she does well. But big investors?! Not sure...
Lisbon to Fortaleza is a 6.40 hour flight and usually TAP usually leaves LIS at 17.00. You get in before 9pm and it’s about 20 minutes from Pinto Martins airport to a hotel on Av. Beira Mar in front of the sea....