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0.6¢ livetiles limited

And importantly Alpha require more equity ......you have to bake...

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Dwhale

312 Posts.

48

21/01/20

07:30

Post #: 42484350
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Originally posted by alpha100: ↑

This share price action is just pathetic! Unfortunately the reason is blindingly obvious. The management team promised “hyper growth” yet they delivered organic ARR growth of $16.7m in 2019 compared to $15.6m in 2018. Considering that 2019 included Wizdom I think it’s fair to conclude that the rate of growth in the rate of growth was close to zero. This unfortunately is pretty much all that matters for LVT as we know it’s practically impossible for them to cut costs. I see this as being at least a $200m annual revenue company and with a bit of luck I think $500m plus is achievable longer term. But if they keep growing ARR by $15m-$20m per annum then this will take forever. They are just not delivering on their promises of “hyper growth” - not even close. This needs to change and quickly!! We need to see a dramatic and prolonged acceleration in ARR growth.

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And importantly Alpha require more equity ......

you have to bake in say another 50m at maybe 20 cents

so hugely dilutive

There has to be regime change ...

what other company would keep same executive team after such a woeful performance

I’m expecting new blood to come in and take LVT to the next level

needs new thinking or at least better execution

LVT Price at posting: 25.0¢ Sentiment: None Disclosure: Not Held
4 Upvote

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