Lo-Q Share Discussion Threads

[effortless cool] 23/10/2013 21:27

Hi glenn, how's tricks?

[orange1] 23/10/2013 21:26

So what's cooking Glenn?

[glennborthwick] 23/10/2013 21:17

hello everyone. Long time no see.

[davidosh] 23/10/2013 13:28

The latest Q3 results and year to date for Six Flags are here...

hxxp://investors.sixflags.com/phoenix.zhtml?c=61629&p=irol-newsArticle&ID=1867216&highlight=

This bit is very good news for LOQ as the more season tickets sold means higher density attendance in the future as folks pay nothing for future visits then see how full the park is and go for the Qbot option as they have paid nothing to get in....

The company continued to successfully upsell guests to season passes and membership plans, and as a result, deferred revenue grew to $76 million as of September 30, 2013, an increase of $17 million or 28 percent compared to September 30, 2012.

[goodapple] 22/10/2013 18:01

( Yawn! ) Anybody there?

[goodapple] 21/10/2013 10:58

Is LOQ still in use at the London Eye?

[igbertsponk] 21/10/2013 08:46

Hopefully a bit of LoQ detail, or contract mention, in the pathfinder.

[rivaldo] 21/10/2013 07:24

Merlin have issued an RNS confirming their IPO. The list of growth/expansion drivers is rather encouraging from a LOQ point of view, with more acquisitions, expansion of LEGOLAND and the "Eye" brand globally, and further investment in technology/e-commerce:



"The Group has a strong track record of successfully executing this strategy through a focus on six growth drivers:

· Existing estate growth via management of investment cycles driving continuous improvement in the product and guest experience;

· Further development of strategic synergies leveraging marketing across the Group, Group promotions, procurement and e-commerce opportunities;

· Continued transformation of Merlin's theme parks to short break destinations through the development of new accommodation and the opening of second gate attractions;

· Roll-out of Midway Attractions brands (SEA LIFE, Madame Tussauds, The Dungeons, LEGOLAND Discovery Centres and The Eye Brand), located in city centres, resorts and destination shopping malls, with 100 further potential opportunities identified and an intention to open an average of 6 - 7 new Midway attractions per year;

· Development of new LEGOLAND Parks through Merlin's flexible approach to the multiple business models of operated and owned, operated and leased and management contracts that Merlin has created. Next anticipated openings are in Dubai and Japan or South Korea; and

· Strategic acquisitions to take advantage of the highly fragmented market, proven opportunity for synergies and ability to enhance the brand and asset portfolio."

[rivaldo] 20/10/2013 10:51

The Sunday Times today reports that Merlin Entertainments are expected to confirm plans for a £3.5 billion float in the next two weeks.

This would likely trigger further expansion - and more work for LOQ/accesso.

[spud] 19/10/2013 08:54

Still being accumulated - Laying the foundations for our inevitable rise to £10 and beyond.spud

[2cbg] 18/10/2013 16:45

Well, I have 0.25% of LOQ at an average of 46p.

However this represents 60% of the value of my SIPP.

For some time I have thought I might be tempted to sell some at £7. I didn't think it would start to get close so quickly.

[robotface] 18/10/2013 13:23

Looking strong today.

[spud] 17/10/2013 15:53

Agreed David. I have followed your stocks quite closely over the past 24 months & agree that (in the main) you have made some stunning picks (JDG & TFW) to name but 2.

I admire but don't adhere to your fiscal discipline, preferring to run my winners to the end. I've nearly 1% of LO-Q bought at an average of about 40p & sleep oh so soundly :-))

spud

[rivaldo] 17/10/2013 15:03

This is dated from 6 days ago re the extension at Blackpool:



"Blackpool Pleasure Beach - Case Study

Extending the Wireless Network
Background

Blackpool pleasure beach, the UK's favourite tourist attraction home to the UK's only Nickelodeon land and the world's first Wallace and Gromit ride 'Thrill-o-matic', has teamed up with LoQ to get people out of the queues!

The Park required an extension to the existing wireless network to cover the queuing areas where the LO-q speedy pass solution would be required. The solution was expected to improve customer service and further opportunities for customer interaction.

Following a competitive selection process PW Wireless Networks were selected as the delivering partner for LO-q and the speedy pass solution. LO-q wanted to work with a single supplier with the ability to complete all works including on-going support to ensure ease of delivery and certainty of their solution moving forward.

The Solution

Internal and external Unifi access points were installed across the park and integrated into the current Blackpool pleasure beach wireless network which now deliveres close to total coverage. The installation also required a hotspot and content filtering solution to ensure the park complies with guidelines on public access Wi-Fi, meeting all the legal requirements. During the installation a site survey was carried out to identify the best positioning of the wireless AP's and the external and internal CAT 5e data cable routes from cabinet locations. The complete solution was rigorously tested and documented down to each individual cable for ease of support and maintenance moving forward. "

[itchycrack] 17/10/2013 09:43

I ditto that davidosh, I've been in exactly the same position myself! :-) :-)

[davidosh] 17/10/2013 09:39

Spud...I am sure there are still quite a few of the original holders with over 50000 shares in the company but in the last two years we have to accept that there has been a major shift across from PI holdings to Institutional holdings which often happens in growth companies as they develop to a size where the instos can hold them in sufficient size to make their involvement and interest worthwhile.

The reverse applies to a private investment. Unfortunately I have to run a sensible portfolio weighting and position sizing restriction which means any holding that goes over 8% of my overall equity exposure will be reduced or put on a strict stop loss programme to sell small percentages at intervals so as not to hit the market when demand is not there. My LOQ holding is still nearly twice the size of the second largest holding in my portfolio and it does at least allow me to sleep soundly as I would not want 20% of my eggs potentially in one illiquid stock in an Aim basket !

If I had not sold some of the shares then my holding would certainly have been worth much, much more but fortunately I am pretty good at spotting opportunities and investing wisely elsewhere so those stocks rising even faster than LOQ in the past year have actually saved me from selling any more LOQ. Indeed LOQ is now at a lower percentage than 8% so if there were to be severe price weakness for no obvious reason then I could actually be a buyer again.

Whatever happens from here LOQ will be in my top five all time most profitable investments just based on the fraction that I have sold. That is a nice position to be in.

[spud] 17/10/2013 08:02

Yup a good solid Institutional base - Unlike the private shareholder. I'd hazard that there's less than 15 holders with more than 50k that have held consistently for more than 12 months.spud

[rivaldo] 16/10/2013 22:56

Good to see tonight's RNS showing Fidelity as a new major shareholder with over 5% or 993,000 shares - LOQ have quite a list of institutions backing them now:

[igbertsponk] 15/10/2013 16:23

Hopefully putting this stuff out ahead of trading statement indicates all well, and they don't need to save it for then.

[spud] 15/10/2013 16:01

I'd settle for a contract announcement (we had 2 in Oct '12) instead of PR blurb tbh. We've got our Trading Statement this month anyway & this could (and prob will) be amalgamated into it.

Oh well, what do I know?

spud

[robotface] 15/10/2013 12:29

Different quality of communication.

[fft] 15/10/2013 12:25

News like this should be appearing on the loq website, and also be tacked onto the trading update in the near future, but a separate RNS for something there PR company came up with (that's the way it reads) does seem odd and not the usual loq way.

[1001011] 15/10/2013 08:59

The fact that Dreamworld offers the smartphone option alongside the existing Q-bot option is a recent development, not previously announced. Just not the kind of new s that would have an impact on earnings because of the existing customer base at the park for the Q-bot device.

[rivaldo] 15/10/2013 08:51

It's an RNSNON, which everyone should know by now is for investor information rather than market-sensitive, financially material news.

I'm glad that LOQ is keeping its shareholders informed and can't see a problem with that. Far better to now know that Q-smart and accesso continue to thrive - whilst also tipping the wink to the market that LOQ is in prime position to exploit the mobile market.

[igbertsponk] 15/10/2013 08:45

Not a proper RNS, just a PR one. So not one that is massively earnings changing (yet !).
My worry is that by releasing such waffle it may indicate a lack of REAL news.