The lag from ARR to booked revenue is significant because the historical growth rate of ARR has been so high (167% YoY). This is normal for SaaS companies.
The retention rate as per the investor presentation is >100% (suggesting both no-churn and the presence of upselling)
The cashburn of the company is decreasing not increasing
ARR is mostly organic growth, not inorganic growth. (114% organic from the 167% total YoY growth)
I bought in at 24.5 cents on the investment thesis that I will double my money within 12 months. Let's see how it plays out.
T.E.P.
LVT Price at posting:
27.5¢ Sentiment: Buy Disclosure: Held
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