LVT 0.00% 0.6¢ livetiles limited

Average ARR per customer now at $58.3k. Back in February 2020...

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    Average ARR per customer now at $58.3k. Back in February 2020 they estimated $60k arr per enterprise customer (those with more than 800 employees). Potential customers 170,000 for a TAM of $10.2b in the segment. Market penetration was estimated by LVT as 1%. Has anyone seen more recent stats on what today's market penetration looks like?

    Also, if we go back to that Feb 2020 presentation shares were trading at a 44% discount to Customer Lifetime Value. We're currently sitting at 69% discount. Even if we only move back to a 44% discount (very reasonable considering the progress made over past 18 months) then market cap should sit around $240m ($222m enterprise value). That's a share price of ~26c. A small example of the current discount this company is currently trading at. With maintained neutral cashflow with 20% growth or positive cashflow and 10-15% growth then could we trade at LTV? 45c share price anyone? smile.png
 
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