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25/06/21

14:49

Post #: 54074512
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Originally posted by badkerning: ↑

I hear what you're saying. I think it's also worth remembering there's a lot of companies out there, that can't afford to/won't invest in Microsoft accounts/subscriptions for all of their employees. Especially if they have hundreds or thousands of front of line workers/casual workers/seasonal workers who only need limited secure corporate communication or access to documentation. Not everyone has a desk job and company distributed IT tools. They might only have access to their own personal mobile.

That is where LVT's product offering does offer a point of difference and something they've been pivoting towards recently with Reach.

This is quite insightful for anyone who's interesting in understanding more about LVT's product strategy.

https://youtu.be/Sx-ggFAVajQ?t=828

I think the LVT management team need to do a better job at commenting this strategy to investors and customers. Patrick is the co-founder and former CEO of CYCL. I think he should be elevated to a more investor facing role. He appears to be far more strategic than Karl or Peter.

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Great webinar, thanks for sharing!

I see a bullish divergence (sp flat/down and OBV increasing).
Suspect we are weak because of tax loss selling, not many days left of that.
Then year-end/month window dressing coming next week.

LVT Price at posting: 16.0¢ Sentiment: Buy Disclosure: Held
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Is there serious competition?, page-7

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Buxton projects new graphite province discovery at WA Narryer play

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

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