LVT 0.00% 0.6¢ livetiles limited

I think in the short term you are going to be be more than...

  1. 940 Posts.
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    I think in the short term you are going to be be more than pleasantly surprised. LVT is headed for a record ARR Quarter. They are going to blow organic ARR growth out of the water, by around 200%. Most of it is due to FX changes. By my calcs with FX rates where they are now ARR will grow by $7.5m before they sign any new deal for this Q. So if they have an average $3-4m Q then ARR growth will be $10.5-11.5m and put total ARR well into the 60's.
    Problem is that as the virus is controlled and FX rates normalise, it will all disappear. LVT needs to implement a hedging program to keep these gains.
    Last edited by ValueSearch: 26/03/20
 
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