They have completely messed this thing up, time for them to go....

First 127 Last

Share
Profile

Follow
BenXinvest

1,109 Posts.

57

19/11/21

14:24

Post #: 57704708
Share

Originally posted by chipsnpizza: ↑

It's hilarious sitting back on this now and reflecting without being as emotionally invested. Just come to the conclusion that I won't ever regain my losses fully here, but have made them back on other companies.

Karl and Co have contradicted themselves by saying:
1. Covid has made it difficult to do business and the market has slowed.
2. The constant update of a strong sales pipeline.
These don't go hand in hand, they are the opposite of each other in fact. Responding to tenders in the pipeline would have a submission date, so maybe the only truth here is that the time stretched between submissions and award (or non-award in Livetiles case).

Dangling the carrot of a strong pipeline in my opinion has backfired. I recall in one update saying there were 5 or 6 contracts of similiar size to the Nestle deal. So they were awarded 1 in 5 big enterprise tenders at that time. To me this isn't strong execution.

A healthy pipeline should always exist from either open market tenders or having strategic relationships/brand recognition to be invited into the tendering process. Without a strong pipeline you are effectively saying that you don't have any future leads and a red flag for weak future performance IMO.

I would love to be a fly on the wall to know if Livetiles categorizes the likelihood of being awarded opportunities in their pipeline.
- Have they started early positioning, what is the strength of the relationships with the particular companies, do they have a pursuit strategy?

The good thing with Reach atleast is that LVT **hopefully** has a strong delivered relationship with their clients and that the desktop product is beneficial to the company. If so, then it should be easier to sell the second string product in Reach. On the flipside Reach should become the bread and butter that helps boost up the numbers. I don't see it as the core product offering that's going to get them to there $300m ARR. They need stronger execution of their desktop product to get in the door with some of these clients.

Expand

They have completely messed this thing up, time for them to go. They have had long enough now.

LVT Price at posting: 11.3¢ Sentiment: Hold Disclosure: Held
6 Upvote

0 Great analysis

Reply

Top Stories

MND

Monadelphous inks $200M contract with Woodside to help build Pluto LNG – but will it make Scarborough cheaper?

HRZ

Horizon firms up ore reserve for Boorara ahead of FY25 Q1 development decision

Capital raisings wrap: Brainchip, Ovanti, Lake and VHM

IGO

IGO kicks off earn-in copper drilling on-site Encounter's Yeneena play as it adopts new identity

TRP

Tissue Repairs soars nearly 32% on TGA approval for wound healing gel

ASX Market Open: ASX200 to rise for Friday session | July 26

MIN

MinRes jumps 5% as the company meets production guidance – depressed iron ore prices be damned

RHK

Red Hawk upgrades Blacksmith with DSO mineral resource at the Eagle Deposit

NVA

Nova locks in NASDAQ US market listing at a value of only US$3.3M as ASX gets quieter and quieter

Nine's staff strike as Paris Olympic coverage begins

There are more pages in this discussion • 150 more messages in this thread...

First 127 Last

Add LVT (ASX) to my watchlist

(20min delay)
Last 0.6¢		Change 0.000(0.00%)		Mkt cap ! $6.474M

Open	High	Low	Value	Volume
0.0¢	0.0¢	0.0¢	$0	0

They have completely messed this thing up, time for them to go....

Monadelphous inks $200M contract with Woodside to help build Pluto LNG – but will it make Scarborough cheaper?

Horizon firms up ore reserve for Boorara ahead of FY25 Q1 development decision

Capital raisings wrap: Brainchip, Ovanti, Lake and VHM

IGO kicks off earn-in copper drilling on-site Encounter's Yeneena play as it adopts new identity

Tissue Repairs soars nearly 32% on TGA approval for wound healing gel

ASX Market Open: ASX200 to rise for Friday session | July 26

MinRes jumps 5% as the company meets production guidance – depressed iron ore prices be damned

Red Hawk upgrades Blacksmith with DSO mineral resource at the Eagle Deposit

Nova locks in NASDAQ US market listing at a value of only US$3.3M as ASX gets quieter and quieter

Nine's staff strike as Paris Olympic coverage begins

Featured News

Featured News

They have completely messed this thing up, time for them to go....

Top Stories

Monadelphous inks $200M contract with Woodside to help build Pluto LNG – but will it make Scarborough cheaper?

Horizon firms up ore reserve for Boorara ahead of FY25 Q1 development decision

Capital raisings wrap: Brainchip, Ovanti, Lake and VHM

IGO kicks off earn-in copper drilling on-site Encounter's Yeneena play as it adopts new identity

Tissue Repairs soars nearly 32% on TGA approval for wound healing gel

ASX Market Open: ASX200 to rise for Friday session | July 26

MinRes jumps 5% as the company meets production guidance – depressed iron ore prices be damned

Red Hawk upgrades Blacksmith with DSO mineral resource at the Eagle Deposit

Nova locks in NASDAQ US market listing at a value of only US$3.3M as ASX gets quieter and quieter

Nine's staff strike as Paris Olympic coverage begins

Featured News

Featured News