KGIC Inc LGLTF

RE:RE:RE:Hey guys starting

[britishcinnamon]

Hello Rob,

Good to see you interested in LOY as well as your other small caps.

I believe highly in LOY because of its past performance, current strategies, and future developments given the groundwork has been properly set up.

At this point, the company should be cash-heavy. That is, unless they are doing something with all this cash and credit. Some of us speculate a big purchase (acquisition) coming soon. If not, then the cash may be to accelerate the spinoff of the housing project.

I like the vertical integration into agencies. This will help improve margin on the longterm.

For the negatives: I don't like how Andrew Ryu lied to Fabrice Taylor about not diluting in the near future when he did exactly that 1 week after their encounter. Ryu is smart, he is a strategic liar but a cunning CEO who will make the company grow incessantly. The 2014 topline will be double that of 2013. Considering that it was a year of consolidation, things will only improve in terms of bottomline in 2015.

I think that the current price is reasonable for a starting position. If you want to wait for $0.42, then you may not get orders to fill. Who knows, maybe? LOY is undervalued as it is. This company currently deserves 60's. Seeing high 30's again? I don't know if that will happen.

Best of luck!