My stock market pick 2019 Watch

mattymoo432
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#41
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#41
(Original post by Quady)
Sure.

Assuming moving the sets three times a year costs nothing to Live Group. 14 sets with three moves each is 42 moves a year.

Also assuming no commercial, marketing or finance function for that part of the business.

And obviously no depreciation.
They get paid a license fee for them so LVCG don’t really need a lot of staff.
A German facility has been built as well so hopefully sculptures won’t need to be moved far. Reckon eventually they’ll open Bright Brick store centres in Asia and USA.
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mattymoo432
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#42
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#42
Live Company Group (LVCG) has made several announcements of new deals recently.

Today’s interview with Vox was particularly interesting. Here’s some key points:


- The 3 year Belgium deal license fee is “substantial”, with the promoter earning a 6 figure sum in last show. From what David was saying, it sounds like the promoter approached us for the 3 year contract.
- Key emphasis on wanting to deliver shareholder value. He mentioned it several times. He also said “shareholders are incredibly loyal”.
- Every element of the business grew in 2018.
- “Short to medium term goals are growth and adding value”
- There is some “game changing” news coming, and they are working on certain elements now. Announcements coming soon.
-David wanting to make it clear how surprised he is by “the level of partners we attract”.
- There will be 3 new pieces of Content at NEC Birmingham this year.
- So far there’s 40 shows signed up for this year. Personal target is for 60. David sets a target of 150 shows in 2021.
- He also spoke about how the focus has changed in the last 12 months from getting deals with as many countries as possible, to now the main focus being on the countries who can afford the price: “Japan, Germany, U.K., Belgium, France and US”



So much going on!
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mattymoo432
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#43
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#43
David also gave an interview to Proactive Investors. Here’s the key points:

- David said the Belgium deal is a 6 figure number for us. Our profit margin is 80%. The promoter made over €100,000 himself in 2017 show. David says he likes seeing local promoters doing well too.
- David said about building the Bricklive brand, and the Belgium and German deals was an example of “creating long-term partnership”.
- “in discussion of expansions in France”
- “Germany second largest market for Lego”.
- “launched in Chicago last week”. There is a lot of US interest from Zoos and theme parks in the US.
- January Dallas show was a success and “looking to renew the Dallas show”.
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mattymoo432
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#44
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#44
Vox Markets from 7th May:
- DC currently in ITALY.
- Bricklive in 50 cities.
- About Berlin conference he said: “interesting how well bricklive was regarded” and he name dropped Disney Harry Potter were all in attendance.
- he said buzzword of the weekend was ‘experiencing economy’, and that “Bricklive was seen ahead of its time” and he was surprised with “how much attention we got”.
- he says he’s met lots of “museums from USA”.
- bricklive is the biggest brick based exhibition.
- China mall is the first order. He says “quite a few more coming” 💥💥
- 50 full time builders in U.K. Bright Bricks factory. Full orders. Looking at BBASIA.
- bricklive is IP owner. From nothing, we have built own brand. We don’t just license - we own the brand. He says that’s “key to the ultimate value of the brand” and “there’s massive potential value”.


Proactive interview from 7th May:
“Great interview talking about his visit to Berlin where he was “rubbing shoulders with the great and good... like Disney”. There was lots of interest and “signed contracts [from that event] will be announced soon”. 💥

He spoke about how LVCG has a team which focuses just on getting deals with Malls. The team hit their U.K. targets “within first 3 and half months of the year”.
Putting exhibitions in shopping centres is attractive as increases footfall.... encourages people to buy in store rather than online. And there’s education element too. There’s interest across Asia for more exhibitions in Malls.

DC mentioned they are looking at BBASIA facility.

Broker note is coming in 2-3 weeks - “at the end of the month.... with the accounts”.
DC says this will be the “first time real numbers have been put out”. And he’s “very positive about future of the company”. He ends saying “growth... core element for next 2 to 3 years”.
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Quady
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#45
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#45
(Original post by mattymoo432)
Vox Markets from 7th May:
- DC currently in ITALY.
- Bricklive in 50 cities.
- About Berlin conference he said: “interesting how well bricklive was regarded” and he name dropped Disney Harry Potter were all in attendance.
- he said buzzword of the weekend was ‘experiencing economy’, and that “Bricklive was seen ahead of its time” and he was surprised with “how much attention we got”.
- he says he’s met lots of “museums from USA”.
- bricklive is the biggest brick based exhibition.
- China mall is the first order. He says “quite a few more coming” 💥💥
- 50 full time builders in U.K. Bright Bricks factory. Full orders. Looking at BBASIA.
- bricklive is IP owner. From nothing, we have built own brand. We don’t just license - we own the brand. He says that’s “key to the ultimate value of the brand” and “there’s massive potential value”.


Proactive interview from 7th May:
“Great interview talking about his visit to Berlin where he was “rubbing shoulders with the great and good... like Disney”. There was lots of interest and “signed contracts [from that event] will be announced soon”. 💥

He spoke about how LVCG has a team which focuses just on getting deals with Malls. The team hit their U.K. targets “within first 3 and half months of the year”.
Putting exhibitions in shopping centres is attractive as increases footfall.... encourages people to buy in store rather than online. And there’s education element too. There’s interest across Asia for more exhibitions in Malls.

DC mentioned they are looking at BBASIA facility.

Broker note is coming in 2-3 weeks - “at the end of the month.... with the accounts”.
DC says this will be the “first time real numbers have been put out”. And he’s “very positive about future of the company”. He ends saying “growth... core element for next 2 to 3 years”.
Now only 20% down from your original tip and placing price?
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mattymoo432
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#46
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#46
(Original post by Quady)
Now only 20% down from your original tip and placing price?
Yeah it is. So if it was a great investment then, and the story has only got better since, guess what? It’s a bargain
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mattymoo432
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#47
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#47
Live Company Group share price up 12% today. Merlin has had analysts cut its share price target... but there’s clear targets that Merlin want to create legolands in South Korea. Partnership with Live Company??
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mattymoo432
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#48
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#48
Live Company Group RNS this morning was significant given the calibre of the businesses LMI have worked with in the past.

As David says there will be 60 shows this year, with around 1,000,000 visitors expected. Kids love buying merchandise. Say the average person spends £10 that’s £10,000,000 revenue a year from merchandise alone.

Also, Bright Bricks has 100m Bricks - that’s a lot!
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mattymoo432
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#49
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#49
For those who like checking shares moving averages, Live Company Group is back up above the 200dma and mms not wanting to let it go higher as NT to buy.
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mattymoo432
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#50
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#50
(Original post by mattymoo432)
Been looking at Small MCAP stocks for several months and my pick for 2019 is Live Company Group (LVCG).

LVCG is a global live kids entertainment and education business using lego. The company was taken over by David Ciclitira in Dec 2017 and throughout 2018 the business grew rapidly acquiring their content producer, Bright Bricks and entering new markets.
There will be 120 events by 2020, across >50 cities on 4 continents. Current m/c - £40m.

David owns 41% of the shares. The free float is 11%

On 14th January David Ciclitira (DC) gave an interview with Vox Markets:
- He said that he’s been having partnership discussions for Europe shows. Focus on building business in mainstream Europe.
- Brickosaurs is a BLOCKBUSTER, where over 100,000 visitors are expected.
- All projects are booked out till 2020.
- Touring and Zoos side is where the significant growth is. DC says expects Zoo contracts to DOUBLE in 2019.
- NEW U.K. shows.
- This year is all about building the business and show the numbers to shareholders.
- He’s “confident” with research note coming in Q1.
- DC says 2019 will be “good year for shareholders”.
- Full Business Plan till 2022.
- New BOD announcements in next 6 weeks.



I think a big company will take over the business in the next 24 months! DYOR
Nice to see LVCG up 10% so far in 2019. Roll on £3
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mattymoo432
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#51
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#51
The Chairman of Live Company Group, David Ciclitira, holds 39% of the shares. At the current market capitalisation of £51m, his holding is worth £20m. Surely has a big incentive to make this company do well.

Plus, if he wants to unlock his shareholding, he’d have to find a company to buy it? Nice!
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mattymoo432
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#52
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#52
Huge endorsement for LVCG today as it’s announced they are partnering with Nickelodeon in a 5 year agreement. Demonstrates the strength of LVCG IP given that they were approached by Nickelodeon. Even better, the Chairman says the deal was sorted 6 months sooner than they were expecting.

Results and Broker note due by the end of the week.
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Quady
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#53
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#53
(Original post by mattymoo432)
Results and Broker note due by the end of the week.
This week or next week?
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mattymoo432
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#54
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#54
(Original post by Quady)
This week or next week?
The 2018 results and Broker note have been released.

178% increase in revenues from £1.928m in 2017 to £5.351m in 2018. EBITDA £333K. Not many companies on AIM have such massive growth which has continued further in 2019.
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Quady
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#55
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#55
(Original post by mattymoo432)
The 2018 results and Broker note have been released.

178% increase in revenues from £1.928m in 2017 to £5.351m in 2018. EBITDA £333K. Not many companies on AIM have such massive growth which has continued further in 2019.
Highly impressive. How much ££££££££ did they make? Must be good as they can't have much interest, taxes, depreciation, and amortization. £200k profit?

Guess the market was impressed with the staggering growth achieved?
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mattymoo432
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#56
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#56
Not sure how you would arrive at £200k. They had 3 placings last year - inc acquiring an £8m company - there’s very heavy fees attached to that.

Also established that touring sets, whilst very expensive to create, deliver £50-55k net profit per set per month. The company rightfully has reinvested very heavily in 2018. Growth in 2019 so far has already been enormous!

They made a loss of £2.7m and the Share price closed down nearly 15%. I purchased more shares yesterday afternoon. AIM is a funny world. People buy and then sell on positive news. Traders aye
(Original post by Quady)
Highly impressive. How much ££££££££ did they make? Must be good as they can't have much interest, taxes, depreciation, and amortization. £200k profit?

Guess the market was impressed with the staggering growth achieved?
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Quady
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#57
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#57
(Original post by mattymoo432)
Not sure how you would arrive at £200k. They had 3 placings last year - inc acquiring an £8m company - there’s very heavy fees attached to that.

Also established that touring sets, whilst very expensive to create, deliver £50-55k net profit per set per month. The company rightfully has reinvested very heavily in 2018. Growth in 2019 so far has already been enormous!

They made a loss of £2.7m and the Share price closed down nearly 15%. I purchased more shares yesterday afternoon. AIM is a funny world. People buy and then sell on positive news. Traders aye
Oh. Perhaps they weren't keen on David Ciclitira taking £503k in renumeration for 2018 (2017: £191k), against revenue of £5.4m?

Is there a link to the broker note?
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mattymoo432
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#58
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#58
(Original post by Quady)
Oh. Perhaps they weren't keen on David Ciclitira taking £503k in renumeration for 2018 (2017: £191k), against revenue of £5.4m?

Is there a link to the broker note?
The Broker note is available by contacting Shard Capital
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mattymoo432
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#59
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#59
Live Company group sign a deal signed in Israel. The company is now in 50 locations in 2019, with £4m of revenues already achieved.

Expecting more announcements soon of Christmas shows.

Worth noting there was 34 shows in 2018 - already 50 scheduled this year, with 60 being the 2019 target.

David has a target of 150 annual shows by 2021, so I’d assume the target next year is 100?
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mattymoo432
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#60
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#60
https://s3-eu-west-1.amazonaws.com/v...05e602681e.pdf

Live company broker note
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