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LVT - Valuations, page-130

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commodorecontrarian

1,694 Posts.

15

14/05/20

20:16

Post #: 44627469
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Originally posted by Dwhale: ↑

seems bullish TEP

The challenge is whether they go broad or deep

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

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So good you had to post it twice Dwhale! (And for what it's worth I thumbed up both - it seems the second time you said it was better received).

LVT Price at posting: 23.5¢ Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

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