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Thankyou alpha......makes sense

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buckets36

813 Posts.

138

01/08/19

13:15

Post #: 39810525
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Originally posted by alpha100: ↑

From memory LVT had a tiny amount of non-recurring revenue pre-acquisitions but so small it’s better to just ignore it. Wizdom definitely came with a reasonable amount of non-recurring consultancy revenue (maybe a third of their revenue??) at the time of acquisition but this revenue was gradually shrinking and being replaced with ARR. Go back to the Wizdom acquisition announcement and subsequent presentations, etc if you want the full details. I’m just ignoring it, ARR is really all that matters and all that will drive the share price (plus cash break even in Australia due to local investors’ archaic lack of understanding of SaaS businesses!).

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Thankyou alpha......makes sense

LVT Price at posting: 49.5¢ Sentiment: Buy Disclosure: Held
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