Australia's largest stock trading and investment forum Australia's #1 stock forum

LVT

Click for more information

0.00%

0.6¢ livetiles limited

Ann: Positive cashflow and continued ARR growth in Q4, page-40

First 40 Last

Share
Profile

Follow
DJP1806

726 Posts.

80

29/07/20

11:24

Post #: 46147729
Share

Originally posted by seventhseal: ↑

Does anyone else find it odd that they are at pains to define ARR subjectively as 'includes service types where there is a demonstrable track record of repeat revenues'. I am assuming this has been expressly stated because it is a departure from previous reporting. If it is a departure it should be explicit and more definition is required if anyone who can make the call would like to ask (I can't). Can regular ongoing consulting is now be considered ARR? What % of the increase is 'services' previously not included? What is the impact to one time revenue? Maybe I am reading too much into this but it appears quite irregular to me.

Expand

I don't find it odd - they are pointing out that the figure is based on customers who will keep coming not people dipping in their toe and then disappearing - that makes the result more solid rather than the figure being based on a lot of passing traffic.

LVT Price at posting: 27.0¢ Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

Reply

Top Stories

ACW

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

RCE

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

COB

Cobalt Blue sees A$60M price tag for Kwinana, WA refinery – but $68M value for stage one

OJC

SPC to merge with Original Juice Co and Nature One Dairy

COD

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

There are more pages in this discussion • 155 more messages in this thread...

First 40 Last

Add LVT (ASX) to my watchlist