I-nexus Global Share Discussion Threads

[felchandbart] 24/5/2022 14:12

Blimey! This looks like a no-brainer. It's risen a fair bit today - hopefully there's much more to come. Should be interesting over the next few days.

[stocktrend2] 05/5/2022 15:21

We will need to wait until after the festival for final numbers but we can have a go at calculating the profit based on what we’ve already been told.

We know that day 1 is now sold out and that day two has sold 21k tickets and they hope to get this to about 26k tickets. We know the mechanism for allocating ticket profits to KPE. We also know KPE has a minimum profit guarantee on merchandise.

Based on this I calculate the profit as follows (this is profit not revenue).

*Day 1 profit to KPE: €0.9m
*Day 2 profit to KPE: €0.7m
*Merchandise minimum guaranteed profit to KPE: €0.4m
*Annual consultancy fee to KPE: €0.2m

In total €2.2m profit to KPE which is already known. LVCG’s share is therefore €1.1m

Additional profit:

*Sponsorship: We’ve been told that the sponsorship will bring in about $1m for a sold out show.
*Streaming: This is the big unknown, but the deal is structured so that LVCG can’t make a loss. Profit could be significant and all to LVCG (after the streaming company’s cut).
*Merchandise sales above minimum guarantee: This could also be significant - the 14 Feb RNS states the following:

‘Average ticket prices are in the region of Euro 70 per ticket and research indicates that average spend per person on merchandise could be the same amount again. This means that the potential total revenue for all partners assuming day two sells out could be in the region of Euro 6mio for ticket sales alone and close to twice that if merchandise is added.’

I’m hoping that LVCG will make at least €2m from the Frankfurt festival, with streaming providing the potential for more (big unknown).

I think the Bricklive business plus LCSE business will cover the company’s overheads in 2022. So the Kpop profit flows to profit for the company.

I think this one annual festival therefore justifies the current £18m market cap of the group.

There is at least one more festival planned for 2022 and 4-8 festivals are planned for 2023. As set out on the webinar yesterday, the potential for streaming revenue will be greater in future shows as packages by individual band will be available (with interview, backstage footage etc).

Merchandise sales should also be higher with the potential to sell band merchandise as well as kpop.flex merchandise.

It should also be easier to sell out the events with the whole weekend announced upfront.

If the additional festivals are announced there could be a fairly quick pathway to profits of 10m+ and therefore a market map of £100m+ (50p+ share price)
Check out lvcg

[dennisbergkamp] 22/4/2022 16:49

Looks like someone reduced according to the rns

D

[tomboyb] 22/4/2022 15:48

activity -

[dennisbergkamp] 07/4/2022 12:31

Could well be Tom...

Missed that after pondering wayyy too much... and actually forgot to book my additional trades here too.. Life getting in the way of money... no bad thing I guess

D

[tomboyb] 07/4/2022 11:55

38% -

I've got a feeling some OSI investors / traders maybe taking a punt -

[tomboyb] 07/4/2022 11:39

breaking upwards -

[tomboyb] 07/4/2022 08:44

Finally moving up -

[theonewhoknows2] 24/3/2022 09:54

one word- illiquid

if we see the high 3's im in

[dennisbergkamp] 24/3/2022 08:58

Any thoughts on the drop today?

D

[dennisbergkamp] 06/2/2022 21:49

Sooooo quiet here

D

[tomboyb] 24/9/2021 12:16

Good start -

10p target -

[dennisbergkamp] 20/4/2021 08:54

There’s the speeding ticket

D

[dennisbergkamp] 16/4/2021 08:45

Not complaining... but like wha???

D

[richardp19] 16/4/2021 08:44

Clowns buying blindly when there is no news

[babbler] 16/4/2021 08:35

Justin promoting it.

[oldtimer169] 29/3/2021 15:49

Recently installed NED picking up some shares.

[stevebrrr] 19/3/2021 13:00

Low free float, recent director options at 10p, Blockchain? Could be a contender.

[oldtimer169] 03/3/2021 08:24

An interesting NED recent announcement.With the right guiding light this could prove to be a great recovery share.I have a small holding DYOR

[euclid5] 20/2/2021 16:57

Major S/holders = 82% of the 29m shs in issue - leaving just over 5m shs in free float

[inthemix] 20/2/2021 12:49

Wouldn't touch this guys, heavy cash burn, more placings incoming, maybe return in a years time an see if they can continue to reduce this burn. 2m market cap an cash burn currently is 2m per year, red flags.

[dave4545] 19/2/2021 12:33

Ah it's his ramp

Scary how these pump and dump merchants are moving stocks !

It's not even cheap.