Post Raise Craze set to Amaze, page-123

Here's something I thought some would be interested in regarding inflection points. I am also interested in Pushpay (PPH) who admittedly display their data much better than LVT do. I made a similar plot to the one they used in their most recent investor presentation which is the red plot below.

Interestingly, PPH was sitting at about $1.50-$2 range until Sept 17 to which it quickly went to $4 by Jan 18 (4 cracker months). It has since receded to $3 and looks decent value but lets not stray from the point. At Sept 17 the operating margin as you can see was -36% for the 6 months prior. I'm not going to suggest this is a magical level where investors catch on and decide its suddenly heading in the right direction, but comparing the graphs I find to be satisfying anyway. LVT is currently at -116% for last 6 month period and -78% for last quarter. Both are quickly improving as revenue growth>cost growth (132% revenue growth in last year vs 42% for costs).

Comparisons can easily be made to other Saas companies but the exciting thing is that LVT has clearly hit an inflection point. Bring on Sept announcement! I feel government grants are going to make cashflow improvement look extra good.