My stock market pick 2019

I hope it goes better than last year's prediction

Reply 3

OP

Original post by ch0c0h01ic

Take any company press regarding future performance and share price with a pinch of salt.

I personally would be concerned about the company's previous performance, lack of cash flow and liabilities.

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Are you going to stand by your predictions this year or try to erase them like you did with Braveheart Investment Group?

Unfair to compare previous years as David Ciclitira has only run the company since Dec 2017. Look at H1 2018 results and there was a small profit - which is excellent when you see most of the events took place H2 2018. I do think the full year results could show a small loss/profit as the company did acquire Bright Bricks! Growth in 2018 was massive.

USA, China and Europe is where the biggest growth potential lies but in one of the RNSs was this mega deal for South Korea “LVCG can also announce that it has secured a 5-year licensing deal with Cross Media Group of Seoul, South Korea, for the exclusive right to open and operate BRICKLIVE branded kids cafes in China. Five are expected to be launched in 2018, rising to 30 by the end of 2019 and 100 by the end of 2022.”

(edited 5 years ago)

Reply 4

OP

Original post by Reue

I hope it goes better than last year's prediction

The entire crypto market took a hit last year. Still holding ETN

Reply 5

Reue

Original post by mattymoo432

The entire crypto market took a hit last year.

Good for you, doesn't mean you didnt pump a bad investment.

Reply 6

OP

Big Global businesses like Live Nation or Merlin Entertainments will be watching LVCG imo.

Here’s how LVCG compare to U.K. Comic Con and MacBrooks - whom were both sold for tasty takeover prices

UK ComicCon - 3 events, offered £80m.
MacBrooks - 25 events, across 20 cities. Sold for £200m.
LVCG - 120 events by 2020, across >50 cities on 4 continents. Current m/c - £40m

Possibly the best investment in AIM is hiding in plain sight.

Reply 7

Quady

As much as I admire you putting your single stock prediction out there in advance to be later judged on, I personally won't be investing in LVCG.

Perhaps the 2018 accounts will be better than the £5m loss in 2017. £41m valuation seems kinda toppy for a company with under £10m revenue.

Reply 8

OP

Original post by Quady

As much as I admire you putting your single stock prediction out there in advance to be later judged on, I personally won't be investing in LVCG.

Perhaps the 2018 accounts will be better than the £5m loss in 2017. £41m valuation seems kinda toppy for a company with under £10m revenue.

Entertainment businesses always come with a big MCAP. Rapid growth. Broker note out in a few weeks

Regards results I’d be happy with a small loss this for 2018.

Reply 9

the bear

i am backing British Diesel cars. all of this negative talk about "brexit"and "the environment" is just smoke and mirrors.

Reply 10

Quady

Original post by mattymoo432

Entertainment businesses always come with a big MCAP. Rapid growth. Broker note out in a few weeks

Regards results I’d be happy with a small loss this for 2018.

Looking at this a bit closer GraphicBoy and it does seem bit more interesting. Curious it's still below placement price.

Look forward to you sharing that broker note.

Reply 11

OP

Original post by Quady

Looking at this a bit closer GraphicBoy and it does seem bit more interesting. Curious it's still below placement price.

Look forward to you sharing that broker note.

Graphicboy ?

Reply 12

ch0c0h01ic

18

Original post by mattymoo432

Unfair to compare previous years as David Ciclitira has only run the company since Dec 2017. Look at H1 2018 results and there was a small profit - which is excellent when you see most of the events took place H2 2018. I do think the full year results could show a small loss/profit as the company did acquire Bright Bricks! Growth in 2018 was massive.

David Ciclitira has been director/chairman since 2001 and his wife is listed as another director. He is formally listed as having "significant control" at least since 2016 (source: Companies House).

The argument that the company has failed to prosper thus far because of his lack of control, or influence, is weak.

Original post by mattymoo432

Entertainment businesses always come with a big MCAP. Rapid growth. Broker note out in a few weeks

Regards results I’d be happy with a small loss this for 2018.

I would be very concerned about a company that consistently underperforms, and fuels future growth by debt and/or by issuing new shares.

Reply 13

eez

14

sniff sniff do i smell a pump and dump??

Reply 14

OP

2 LVCG RNSs out today. A partnership with AWC for shows in Germany - which can extend across Europe. And a premium placing with warrants locked in, to accelerate growth - even further.

The chairman David Ciclitira just gave an interview with Vox Markets - here’s some of the key points:

1. Germany second largest market for lego after the USA
2. Bright Bricks facility has been built in Germany - to Brexit proof business
3. Zoos generate £50k a month per set. 80% profit. That’s £4.32m estimated profit a year - with 9 sets out. Massive.
4. More USA shows are in the pipeline.
5. Talks with Monaco for more shows - the previous show had double the expected visitors.
6. 9 March the European tour starts in Cologne.
7. Bricks in space launching in the summer.
8. AWC promoting top events already including Harry Potter. Not just our German partners but also for the rest of Europe.
9. 60 Bricklive events in 2019.
10. In research note there will be EBITDA figures projected for next 3 years.
11. Europe and U.K. represents 20% of the business.
12. DC has 3 personal targets to achieve by summer.
13. Existing builds are fully booked till Q4 2020 - explains why the placing was necessary

Reply 15

Quady

Original post by mattymoo432

2 LVCG RNSs out today. A partnership with AWC for shows in Germany - which can extend across Europe. And a premium placing with warrants locked in, to accelerate growth - even further.

The chairman David Ciclitira just gave an interview with Vox Markets - here’s some of the key points:

1. Germany second largest market for lego after the USA
2. Bright Bricks facility has been built in Germany - to Brexit proof business
3. Zoos generate £50k a month per set. 80% profit. That’s £4.32m estimated profit a year - with 9 sets out. Massive.
4. More USA shows are in the pipeline.
5. Talks with Monaco for more shows - the previous show had double the expected visitors.
6. 9 March the European tour starts in Cologne.
7. Bricks in space launching in the summer.
8. AWC promoting top events already including Harry Potter. Not just our German partners but also for the rest of Europe.
9. 60 Bricklive events in 2019.
10. In research note there will be EBITDA figures projected for next 3 years.
11. Europe and U.K. represents 20% of the business.
12. DC has 3 personal targets to achieve by summer.
13. Existing builds are fully booked till Q4 2020 - explains why the placing was necessary

Another day, another placing ><

Reply 16

OP

Original post by Quady

Another day, another placing ><

All the sets are booked till Q4 2020. This placing has provided the cash to escalate growth

Reply 17

OP

Superb David Cilitra interview on Proactive investors today - talking about Live Company Group

https://www.youtube.com/watch?v=D23UovPnuCs

Reply 18

OP