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Ann: FY21 Q4 Quarterly Activities Report and Appendix 4C, page-9

  1. badkerning
    168 Posts.
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    28/07/21
    09:57
    Post #: 54828835
    That is the one low light of the 4C IMO.

    But I think churn in small customers was inevitable due to covid (as they're least likely to weather the storm well) and as LVT have transitioned to larger enterprise customers.

    It'd be nice to see actual seat numbers rather than just customers numbers. It might paint a very different picture if we knew how many licenses were actually lost vs gained.
    LVT Price at posting: 15.5¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 3  Upvote
    lightbulb Created with Sketch.  Great analysis
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