LVT is at real risk now of someone like Aurea coming in and taking them out. Aurea did that with Jive Software, the original intranet software company. I don't think you can lose if you buy now. It is nearly at terminal value. What I mean by that is that if someone told LVT tomorrow they could never get any more cash, with the $42m they have now and $52m ARR they could get their ARR to say $80m by end of net year and expenses down to $10-15m, make $13m profit, which after tax would be about 1c per share and then sell themselves for a PE of 17-20 or more. You can't lose.
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