very politely disagree. Q2 2019 before COVID hit the news in Q3...

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WoosterBrewster

1,187 Posts.

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20/12/21

13:47

Post #: 58411851
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Originally posted by skinsy11: ↑

My take on all this discussion in recent times is that the 'big picture' language used by our illustrious leaders, has hidden the real nature of the tight economics of the business model. 'We were 'snowed' by all of the smart talking, only to find we bought 'a pig in a poke' so to speak. Given the continuous slide in the share price over time, it seems evident there were a few earlier share holders who were able to understand the economics of the SaaS business model and decided 'enough was enough' for them, and they sold out much earlier. At these levels, I have a large future tax loss as many will. This of course means that I and others will sell for tax loss reasons unless management can 'pull a rabbit out of the hat' (unlikely) and drive the business past cash flow positive onto a strong profit result to justify a much higher price on normal investment metrics. In other words, we are likely to be at these share price levels for an extended period. Strong, very strong financial results (not words) is the only thing that 'will move the dial'.

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very politely disagree. Q2 2019 before COVID hit the news in Q3 LiveTiles achieved $5.1 mil organic growth. While I hate that we have still used the COVID reasoning for reduced growth for quiet some time now, I’m enthused by the fact that we will hopefully be cash flow positive shortly and will be able to increase spending on LVT’s dollar to drive further organic growth. $5.1 mil organic growth is promising for a quarter and I can’t understand how a company who is driving such growth will sit at $77 mil market cap.

LVT Price at posting: 8.4¢ Sentiment: Hold Disclosure: Held
5 Upvote

3 Great analysis

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