360 3.05% $15.87 life360 inc.

Ann: Presentation - Goldman Sachs Emerging Technology Conference, page-25

  1. 58 Posts.
    lightbulb Created with Sketch. 9
    Well, revenue guidance $125m, SP peaks and consolidates at 9.5 in sep then drops to $8 in Oct.

    then revised revenue $130m a month later, 4% higher than previous guidance, SP shots to $13.7 (from around 9.5 to 13.7, 44% higher)

    so there’s a range of between $8-$13.7 based on a 4% increase in revenue guidance.

    What’s changed? Potential Nasdaq listing? An extra quarter of results?

    Theory for a dip at $11 is the approx average between $8 and 13.7 and the potentially higher guidance/acquisitions to drive the SP higher in the next 1-3 year period.

    Genuinely open to hear some thoughts, I’m a holder and want to take more, just trying to work out what is reasonable.
 
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