I am quite pleased with myself... I found LVT independently [been watching it since Jan '18] and bought a few days ago, based entirely on my early research. Then I came onto the HC thread to see what's what. ...aaand what I see is your good self and Vmk [a tag team??] mutually agreeing with each other. Got my antenna twitching...
Thanks for the clarification of the reasoning behind the numbers.
However, I still fault it. I can understand that early customers might get better prices but that extrapolation you offer has an underlying assumption that those customers were not upsold/crosssold as new products became available. If that was correct then it is something to be concerned about since it might indicate existing customer dissatisfaction.
Secondly, if I accept those numbers then the projection for ARR by June 2021 exceeds the company's own target by a wild margin.
LVT Price at posting:
36.5¢ Sentiment: Hold Disclosure: Held
(20min delay)