LVT 0.00% 0.6¢ livetiles limited

Ann: Appendix 4E - Preliminary Final Report, page-82

  1. 232 Posts.
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    I mean no disrespect but do want to warn you. Stocks like JIN and PME are not going to keep going up like this forever. Although the businesses are amazing, it is no longer their profits that is keeping their price moving. It's frothy mouthed traders and speculative investors. If it's on 180x P/E even if they double their profits every year you have the potential to lose a lot of money. What if PME goes back to a normal and potentially still ambitious 30x P/E? You lose over 80% despite the underlying business being amazing.

    LVT is by no means perfect. Those of us who have done our research know the risks. But it's only on a 6x ARR multiple and is growing revenues very quickly. Operating cash flow has improved for about a year now. For the record Dwhale, given contracts aren't instantaneous, revenue has been coming in exactly as it should. And even if you refuse to see it, exponential growth in ARR is being followed by exponential growth in revenues.
 
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