Citi revised their forecast to $1.05 after the announcement. Obviously still a lot of risk with LVT, but long term growth prospects are incredibly high. Costs have come down and are starting to flatline as they become more fixed. There will probably be a need for a raise sometime this year, although I can see SP creeping up given the huge growth despite slow economic conditions. N3 sales force will hit full momentum shortly and we should see some more serious revenue generation towards the end of the year.
GLTAH - ignore short term trading fluctuations and look for long term compounding value
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Ann: Appendix 4C - 167% YoY growth delivers $40.1m ARR, page-22
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