The company is stronger than it ever has been ($55m ARR closing in on cashflow breakeven), and yet the share price is near historical lows.
At 3.5x ARR I think there is a margin of safety at these levels.
A return to 10x ARR levels ($550m MC, 61 cents) is not too far off on the horizon:
- XRO is at 15x ARR
- WTC is at 15x ARR
- TNE is at 31x ARR
- PME is at 56x ARR
- MP1 is at 32x ARR
- NEA is at 8x ARR
- ELO is at 12x ARR
- VHT is at 17x ARR
- RHP is at 8x ARR
- NTO is at 17x ARR
- BTH is at 7x ARR
- SKO is at 11x ARR
^ LiveTiles is growing faster than all of these companies, even when compared to them with respect to their equivalent growth rate at the same age (~4.5 years old). Most of the above companies are also not cashflow positive. LVT is also bigger than about half those companies above in terms of ARR.
Karl and Peter collectively own about 23% of LVT. They have skin in the game... they want the share price to reflect fair value just as much as us... and they will make it happen.
T.E.P.
- Forums
- ASX - By Stock
- LVT
- Bullish Breakout Incoming
Bullish Breakout Incoming, page-2
-
- There are more pages in this discussion • 174 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add LVT (ASX) to my watchlist
(20min delay)
|
|||||
Last
0.6¢ |
Change
0.000(0.00%) |
Mkt cap ! $6.474M |
Open | High | Low | Value | Volume |
0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Featured News
LVT (ASX) Chart |
Day chart unavailable
The Watchlist
MTL
MANTLE MINERALS LIMITED
Nick Poll, Executive Chairman
Nick Poll
Executive Chairman
Previous Video
Next Video
SPONSORED BY The Market Online