You guys are all so refreshingly uninformed. LiveTiles and similar software vendors will soon see a large part of their customers churn. The reason is this: https://m.youtube.com/watch?v=YwL0MrJ9Ehs. Microsoft is just about to release the last missing piece to allow customers to use the M365 platform for internal comms without need for third party products. Guess why LiveTiles is desperately looking for new reasons for being. Just think of all Wizdom customers who must have built their intranets 4-5 years ago. Given that intranets are replaced after 5-6 years and now for the first time even big corps can get all they need directly from Microsoft, do you really believe they will stick with a staggering add-on vendor? It would require a huge effort to turn this around. LiveTiles showed signs of moving into a good direction but that was before all the trouble began. I firmly believe it’s too late to avoid a disappearance into insignificance and I honestly don’t understand why no one in the investor community can see this. 7c might sound low but if you have a pile of crap with a gem in it you can’t expect people to buy the pile. At least it would give the Reach product a future in a more specialised field of application.
LVT Price at posting:
4.0¢ Sentiment: Sell Disclosure: Held
