Life360 is an interesting example given their SaaS reoccurring model being incredibly desirable, yet they still had an 8% discount based on their ASX price. They will be cf+ from 2025 and make revenue now, and have proven growth. Let's see what happens. I think if there was overwhelming demand the timelines would not have been pushed back, but let's see what happens and I hope I am wrong, and the discount isn't too nasty given where the SP is.
AVR Price at posting:
$12.20 Sentiment: Hold Disclosure: Not Held
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