Ann: Investor Presentation October 2020, page-22

Some great customers no doubt which will help LVT gain new cliental as others will look to follow what the big businesses are doing.

Any idea how many (if any?) of these are new client wins or just now being named for the first time. If these were existing clients then nothing in today’s presentation points to positive short term momentum from an ARR perspective??

The outlook page at the end did appear to me to indicate a ‘soft’ set of numbers coming up in the 4C, highlighting the impact of COVID and also once again mentioning the med-long term vision has not changed.

Anyone else have any thoughts on this?