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The value of DC's share holding far outweighs his salary. He is millions of pounds down on the value of his shares, his alignment with SH can, in that respect, not be doubted.
I've just come off a call that lasted an hour and having spoken with him feel more reassured about recent events and the future. The impact of CV can not be underplayed here and DC has secured our future via loans (both personal + CBILs) and today's placing. This leaves us in a strong financial footing to thrive under the challenges that CV has presented but also benefit from the economic recovery that will take place
#LVCG Few points need to be made wrt 2019 results:
1) Mcap in 2019 was £24m, it is now £10.5m
2) Mcap is a reflection of 2019 + CV impact
3) Assets are equivalent to an SP of 25p
4) This is a recovery play with bad news out of the way and lock down over
5) News flow to kick off
Mcap at year end 2019 was £24m, it's now £10.5m. The market has already priced in 2019 and CV. Our assets are over £20m and this equates to an SP 25p
LVCG is now a recovery play with bad news priced in and the PR is about to start with some news flow as said by DC in his recent interviews. News from the ME and Germany/Switzerland is something we have to look forward to in the near future.
Fundamentals have never been stronger with this company. We are only down here through a seller and then CV. Both will be gone or in the sellers case may already be gone.
The bagging potential here is unreal in the coming weeks and months if you consider how our business will recover and what the BoD have done during lockdown to ensure our financial footing is strong
https://twitter.com/VanAIM86/status/1272919311154319361?s=20
#LVCG Good day's trading
From -10% to -3.33% close confirming the higher low trend on 3 day high volume
We know news flow is kicking off in the coming weeks from the Middle East / Germany / Switzerland and this ought to be reflected in the SP in that time IMO
https://twitter.com/VanAIM86/status/1272872816090796034?s=20
#LVCG Higher Low
Book strong @ 5v1
David's interviews yesterday confirm short term news flow that ought to maintain this move higher
No fireworks needed, just a gradual move back to asset value at ~30p will do, also in line with the gap fill
David hasn't had a rep for doing too well in interviews but fair play to him, his recent interviews have gone well and makes the investment case clear. I would recommend any new investors have a listen to the last few interviews on proactive and VOX each .
Doesn't look like it will allow me to link to the website, here's the twitter link:
https://twitter.com/VoxPodcast/status/1272487174890455040
DC spelling out our global foot print in the VOX interview as well as announcements to come in the near future . Worth a listen:
****************************/articles/live-company-group-arix-bioscience-and-pires-investments-f0e0d7c/
US - First Zoo reopened last week
UK – Our contract become live when they reopen over coming 2/3 weeks
Germany & Switzerland - Upcoming announcements
Middle East – Announcement in the near future
Korea – Domestic travel booming and there has been interest in supplying tours to outdoor sites
Japan – shows have continued through lock down (to a smaller extent)
South Africa – Xmas plans intact
LVCG is just not a 'sexy' enough share for some but fact is it's the right share for the right time and at the right price. It should be trading at 30p near asset value alone if it wasn't for Clive and then Covid and that's where it should be heading back towards in the short term. We've got near term news flow hinted by DC in two interviews and that's an additional catalyst to our markets reopening
David's been on a roll of late in his interviews. Another good one here. Just come snippets:
Cost savings made during lockdown, EBITDA to improve, short term news flow, Mcap less than asset value and demand for their touring sets globally from Korea to Germany to S. Africa to US