LVT 0.00% 0.6¢ livetiles limited

Ann: 1st Half FY21 Report and Accounts, page-46

  1. 2,285 Posts.
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    So I work in this space as a few people know.

    In the enterprise space, I think there is a better way of doing things that the what LVT is doing and in the future I think that gap might change to the detriment of LVT.

    However this is crazy world and who can predict what will happen in 6 months.

    Ironically they land a big enterprise deal just before I make this decision, but I KNOW FACTUALLY, there are other businesses doing of a lot these types of deals, whereas they should them years ago and healthcare businesses make terrible IT decisions in general.

    I still think this share price can double on fundamentals and could double again on takeover rumours. I don't think it's a shit stock or peoples reasons to invest in it are wrong and I wish you all a $1 share price and to eat humble pie.

    I just would like to have portfolio where I have conviction the product, leadership and market.

    I will be watching and review my position in June.


 
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