Member Info for vanheldan

This was taken from a tweet i posted as a summary of the trade currently

#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.

MMs wanting full ask now at 16p...this afternoon going to be interesting. This share moves well when it gets volume due to the small free float

We don't usually see this sort of volume early on in LVCG but it's getting on PIs radar

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

Yes, pattern intact. Volume will return with news which we know is close given what DC has said

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

Absolutely Jack. This should be the start of the recovery over coming days and weeks. Back to a more sensible valuation

Great post, James. Investment case is clear here. We've got a base built here to now rerate in the coming days/weeks & months

Awesome, exactly what we were needing. This is the catalyst for the rerate IMO

Currently $0.78.

GBPUSD rate = 1.2426

0.78/1.2426 = £0.6277p

When are we expecting the updated CPR from Tullow? Excited to see how our cut has grown from original 33m barrel estimate

Sniff Sniff...sarcasm?