Live Tiles is another ASX listed SaaS tech company that provides...

Live Tiles is another ASX listed SaaS tech company that provides an interesting comparison to AV1.

LVT has a market cap of $245m (trading at 30c)
Quarterly recurring revenues of just under $11m.
Estimated quarterly outflows next quartery of $16m.
Net operating loss of approximately $5m (quarterly).
2 years ago LVT had annual recurring revenues of $5m - was trading at 20c.
1 year ago LVT had annual recurring revenues of Almost $20m - was trading at 60c.

In its last quarterly AV1 reporting ARR growth of 157%. Admittedly we are at a very early stage but our net operating losses are not in the magnitude of what LVT experienced - perhaps that is a handbrake on AV1's growth potential because it is not scaling up as quickly as it could be. Nevertheless if we were to see ARR growth to accelerate to 300-400% I think it is realistic to see the share price quadrupling as LVT's did. I think we would be better placed than LVT because overheads have been kept reasonable.

I also think we're better placed for meteroic growth because AV1 has an offering that could be extremely attractive to online marketplaces like Amazon. Amazon and others could add to their value proposition by integrating TrafficGuard onto their platforms and giving advertisers confidence their ROAS is being optimised.

I think we'll see 60c by EOFY.

In summary, we're going BANG!