to grow ARR by 20% over coming year they would need to add approx $3.15 mil per quarter to ARR. they did $3.9 mil in Q4 21, while cutting costs and still in the grips of Covid. This represents closer to 25% YoY growth if consistent. I don’t see how any investor would be able to rebut LVT if they’ll be a) showing consistent growth at 25% b) growing revenue b) managing expenses c) profitable and adding to cash at bank d) no managerial surprises.
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