LVT 0.00% 0.6¢ livetiles limited

Ann: LiveTiles Microsoft Teams Solution, page-32

  1. 405 Posts.
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    They are not burning through cash at twice the rate they were last year. Costs were increasing exponentially more than revs then. The yearly result is a backwards looking financial statement.

    Now we have passed an inflection point. Every quarterly period from here on in will see revs growth > costs growth. Especially as ARR growth continues to skyrocket at rates rarely seen from its more mature and established tech peers during their own growth phases. In the near future we will see revenues received surpass costs, and have a cash flow positive tech business. Looks at ISX (I owned from sub 20 cents) to see the market reaction when that happens.

    So so I completely understand that you have herd mentality working in your favour with sell now/buy post raise strategy. That share price stays depressed despite clearly positive announcements as investors and traders anticipate a raise. But if LVT surprises with a positive pre-quarterly ARR update prior to any raising - LVT share price will absolutely rip, and the co will be able to get away the whole raising needed to a small handful of strategic investors (think Fidelity type) at prices above here, leaving those on the sidelines in the lurch. Most likely event? No. Possible? Definitely!

    I came on only to correct your statement about about burning through twice the cash they were this time last year, but waffled on a bit. Apologies.
 
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