I have a question vmk if you don't mind. When calculating COA as well as increase in ARR Vs costs we use marketing and sales costs over total opex. However, Lvt don't seem to release as frequent updates of these relevant costs or "growth opex" which they did include in 4c this time last year. Was wondering what kind of extrapolation of past numbers you'd use and if I'm somehow missing a way to calculate/estimate this nonbase opex. They have increased investment very rapidly which is great, just hard to gauge based of just qtrly opex data unless just assuming base opex is same as previous qtr. Thanks
LVT Price at posting:
49.0¢ Sentiment: Buy Disclosure: Held
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