LVT - Valuations, page-8

  1. 8,297 Posts.
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    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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