My 2 cents:
- New product which this market doesn’t understand and have a “real need” for. So it takes time for the “need” to catch-up. Is there enough news/ product awareness?
- LVT has taken the acquisition route but I would like to understand the organic growth - could management window-dress not meeting the target or justify their options based on inorganic growth?
- How sustainable is the growth model?
I have bought, sold at a profit and re-entered LVT because I understand what they want to achieve. However it is above questions that keep me from buying more at the same time the potential is what keeps me holding
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