The players that own the workflow solutions can chop away at them
If I understood software I suppose I'd take a focused approach to the area that I can own and become best in class this will attract partners in the functional areas I didn't have who collectively develop a best in class enterprise solution
my concerns for LVT have been trying to go way to deep and broad too early before getting cash flow positive
prove up the core product make it best in class and then it's just a high margin rollout
I think they have learnt this now and the grand plan has become more realistic
unfortunately I think share price will languish for a while but I am hopeful that the worse is behind them
LVT Price at posting:
23.5¢ Sentiment: Buy Disclosure: Held