Ann: Q1 ARR $42.9m, confirms strong outlook, page-100

I have "none" as my sentiment.
I think it is fairly clear given my posts, that if I was going to express a sentiment, it would probably be a "hold" .
I would not put too much reliance on my sentiment.
We understand the opportunity here. We want confirmation of execution.

On the one hand, we recognize that LVT has met or exceeded growth expectations for 8+ successive quarters but it missed our models expectation in the recent q....and we simply want to understand that better. The C4 may provide that explanation.