LVT 0.00% 0.6¢ livetiles limited

FYI for those interested... Was going to chart these but can't...

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    FYI for those interested... Was going to chart these but can't be bothered..
    But assuming no further dilution, below tables are some sensitivities of how future share price could look based on the different growth rates / and ARR multiples (ARR tabulated in earlier post)

    It would make more sense that the share price under a 5-10% CAGR scenario would have lower multiples than what 15%+ would command. Take from this as you will.. I've bolded in each what I think the most likely multiple would be for each of the growth scenarios. Noting that under the higher growth alternatives, the ARR multiple in earlier years would likely be lower as the market would take time to react / trust that growth would be consistent.

    5% CAGRARR MultipleFY20FY21FY22FY23FY24
    1
    3$0.20$0.21$0.22$0.23 $ 0.24
    2
    5$0.33$0.35$0.36$0.38$0.40
    3
    7$0.46$0.48$0.51$0.53$0.56
    4
    9$0.59$0.62$0.65$0.69$0.72
    5
    11$0.72$0.76$0.80$0.84$0.88
    6






    7

    FY20FY21FY22FY23FY24
    810% CAGRARR MultipleQ4Q4Q4Q4Q4
    9
    3$0.20$0.22$0.24$0.26$0.29
    10
    5$0.33$0.36$0.40$0.44 $ 0.48
    11
    7$0.46$0.51$0.56$0.61$0.67
    12
    9$0.59$0.65$0.72$0.79$0.87
    13
    11$0.72$0.80$0.88$0.96$1.06
    14






    15

    FY20FY21FY22FY23FY24
    1615% CAGRARR MultipleQ4Q4Q4Q4Q4
    17
    3$0.20$0.23$0.26$0.30$0.35
    18
    5$0.33$0.38$0.43$0.50$0.58
    19
    7$0.46$0.53$0.61$0.70 $ 0.81
    20
    9$0.59$0.68$0.78$0.90$1.04
    21
    11$0.72$0.83$0.96$1.10$1.27
    22






    23

    FY20FY21FY22FY23FY24
    2420% CAGRARR MultipleQ4Q4Q4Q4Q4
    25
    3$0.20$0.24$0.28$0.34$0.41
    26
    5$0.33$0.39$0.47$0.57$0.68
    27
    7$0.46$0.55$0.66$0.80$0.95
    28
    9$0.59$0.71$0.85$1.02 $ 1.23
    29
    11$0.72$0.87$1.04$1.25$1.50
    30






    3130% CAGR
    FY20FY21FY22FY23FY24
    32
    ARR MultipleQ4Q4Q4Q4Q4
    33
    3$0.20$0.26$0.33$0.43$0.56
    34
    5$0.33$0.43$0.56$0.72$0.94
    35
    7$0.46$0.60$0.78$1.01$1.32
    36
    9$0.59$0.77$1.00$1.30$1.69
    37
    11$0.72$0.94$1.22$1.59 $ 2.07
 
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