Great post T.E.P. thank you. Some very interesting comments from...

Great post T.E.P. thank you. Some very interesting comments from PNB there. The translation of those numbers assuming the average revenue per customer stays static (you could actually easily make an argument that this figure will continue to gradually increase) is that LVT has an internal expectation that their ARR will increase to around $150m over the next eighteen months (assuming they expect their market share to remain the same at around 27% which seems logical). Now there’s been far too much upramping on here recently (said tongue-in-cheek!) but I’m pretty sure that would lead to a higher share price!