I almost spat out my coffee reading this. 80m aar at years end? Someone tell Eloi he's dreamin'!
I would be very surprised if My net zero contributes much, if anything to AAR. I think you are significantly overstating its value to LiveTiles. There have been no new material wins for as long as I can remember otherwise. I would be very surprised if aar is much different to what it is now by year's end. If its 65M, and we're slightly cash flow positive, I think that will be an ok result. The churn numbers are yet to be seen.
Does anyone know if there will be an investor call for upcoming 4c? They used to announce the investor calls a long time out to generate some excitement. Now they try to get away with as little fanfare as possible. This alone tells you things could be going better.
LVT Price at posting:
3.0¢ Sentiment: None Disclosure: Held
