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Ann: LiveTiles 1HFY22 Investor Presentation, page-52

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WoosterBrewster

1,187 Posts.

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26/02/22

22:12

Post #: 59847132
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Originally posted by Simonmobile: ↑

OK, i've had a slightly deeper look. As per usual a lot of smoke and mirrors by Karl and co to fluff the retail investors.

A few things to take out. I find it worrying their lead metric is 'users'. It's so easily manipulated and means very little and is ultimately a vanity metric.

Also how they paint AAR growth over 5 years. If you look at the last 3 Halves. it's pretty consistently at 10% and that's where their organic growth is trending. I would bet more than I would put in LVT shares that the next H results will be closer to 10% than it is 57%

Also the churn rate of 86% is horrible for a business like this. Even during covid. A enterprise saas business should worry at anything below 95% IMO. Whilst they 'could be churning smaller businesses' a big account loss could wipe out the humble growth. That's why the rule of 40 is so important to institutional investors.

Negatives aside.

It's still trading under 3x revenue, revenue is increasing.

I'd put it as a hold, but I would invest again until the next half year results

Expand

You were claiming intranet was dead about 2 weeks ago though.

would love to have you back on board mate.

LVT Price at posting: 8.7¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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