LVT are getting to cash flow break even by taking cost out of...

LVT are getting to cash flow break even by taking cost out of the business.
They don’t need the market any more. They don’t need Citi and they don’t need to keep the stock market happy with short term nrews. They will focus on maximizing the real business value rather than closing the quarterly numbers.
IMHO phase 1 of covid crisis is opportunity to build leads vs build revenue. They should be handing out their software to anybody and everybody for deferred or free. Nobody has capex budgets at the moment. But in 6 months , they will have a host of sticky customers and cash on balance sheet.
CRM and other names are going to disappoint because as massive public company on a huge multiple to sales it cannot afford to miss.....and CRM will miss because if you listen to Accenture and IBM, enterprises can’t be making decisions on software subscriptions when they are not paying employees but these decisions are deferred not canceled. Enterprises have to digitalize or die.....The big guys and the cash burn guys have to be paid now. LVT can afford to say, sign up now ,pay later! ALVT is not a US high multiple, cash negative SAAS company. It is a low multiple SAAS company who says they will be cash positive in less than 9 months come hell or high water.
Unique.