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T.E.P.

3,387 Posts.

4563

03/06/20

10:42

Post #: 45002941

Originally posted by T.E.P.: ↑

LiveTiles is tracking extremely well relative to its 'cohort' of SaaS peers of a similar ARR scale.

1 Forward YoY Revenue Growth ,000,000 ARR ,000,000 ARR ,000,000 ARR ,000,000 ARR ,000,000 ARR ,000,000 ARR 4,000,000 ARR
2 90th Percentile 200% 200% 120% 100% 80% 70% 65%
3 75th Percentile 170% 170% 100% 90% 80% 60% 45%
4 50th Percentile 150% 150% 80% 70% 70% 50% 30%
5 25th Percentile 130% 100% 60% 50% 40% 30% 20%

If LVT can cross the $100m ARR threshold with a forward YoY revenue growth rate of 50% or more, we can expect to see LVT receive the SaaS industry median ARR multiple (or more), which is currently north of 9x.

Thus, we are looking at 80c-$1.20 within the next 12-24 months. I touched upon the share price when I spoke with PNB. Peter said that they aren’t at all concerned with the share price, despite the company being so undervalued on paper, and they are simply focused on the fundamentals of the business because they know the share price will eventually follow.

I feel like LVT is reminiscent of NEA, XRO, and APX before they launched. Further coverage by well known US firms will also change this as was the case with MP1.

Time will tell but I think the current share price will look insanely cheap in a few years time.

T.E.P.
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* Formatting of the table did not work as intended in the post above

This table shows the performance by percentile of SaaS peers based on ARR scale

T.E.P

LVT Price at posting: 29.5¢ Sentiment: Buy Disclosure: Held

5 Upvote

0 Great analysis

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1		Forward YoY Revenue Growth	,000,000 ARR	,000,000 ARR	,000,000 ARR	,000,000 ARR	,000,000 ARR	,000,000 ARR	4,000,000 ARR
2	90th Percentile	200%	200%	120%	100%	80%	70%	65%
3	75th Percentile	170%	170%	100%	90%	80%	60%	45%
4	50th Percentile	150%	150%	80%	70%	70%	50%	30%
5	25th Percentile	130%	100%	60%	50%	40%	30%	20%

* Formatting of the table did not work as intended in the post...

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