Great post and re-iterates that this stock is trading at least a...

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Fickle John

2,281 Posts.

498

02/06/20

06:18

Post #: 44972871

Originally posted by chipsnpizza: ↑
Extending on my previous post Re LVT Valuations..
Notes:
- ARR: Taken as per quarterly releases
Assumptions
- Market Cap at a row level is average for the daily market cap over the month that quarterly release came out.
- June 2020 ARR calculated using same ARR growth for previous quarter (someone else may have a more realistic value- very basic logic used)

Date ARR Change in ARR Market Cap
ARR Multiple
1 Jun-18 15,000,000
234,999,585
15.67
2 Sep-18 18,600,000 4,300,000 307,809,773
16.55
3 Dec-18 22,900,000 11,600,000 169,983,815
7.42
4 Mar-19 34,500,000 5,600,000 290,410,871
8.42
5 Jun-19 40,100,000 2,800,000 291,992,203
7.28
6 Sep-19 42,900,000 9,800,000 270,867,086
6.31
7 Dec-19 52,700,000 2,500,000 236,135,351
4.48
8 Mar-20 55,200,000 2,500,000 154,614,538
2.80
9 Jun-20 57,700,000
222,799,904
3.86 (current)

As we can see LVT in previous years/months has been valued at a much higher multiple than what it is currently.
Currently 3.86.
I mentioned previously that at 0.43 cents, the market cap would be the same as the max it has been since June 2018.
At a share price of 0.43, and an assumed ARR of 57.7mil for June-20, the ARR Multiple would be 6.61 for the current number of shares on issue..

Expand
Great post and re-iterates that this stock is trading at least a 50% discount and if the growth can lift again it should trade at 3x the current price

LVT Price at posting: 25.0¢ Sentiment: Buy Disclosure: Held

12 Upvote

0 Great analysis

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Last 0.6¢		Change 0.000(0.00%)		Mkt cap ! $6.474M

Open	High	Low	Value	Volume
0.0¢	0.0¢	0.0¢	$0	0

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	Date	ARR	Change in ARR	Market Cap	ARR Multiple
1	Jun-18	15,000,000		234,999,585	15.67
2	Sep-18	18,600,000	4,300,000	307,809,773	16.55
3	Dec-18	22,900,000	11,600,000	169,983,815	7.42
4	Mar-19	34,500,000	5,600,000	290,410,871	8.42
5	Jun-19	40,100,000	2,800,000	291,992,203	7.28
6	Sep-19	42,900,000	9,800,000	270,867,086	6.31
7	Dec-19	52,700,000	2,500,000	236,135,351	4.48
8	Mar-20	55,200,000	2,500,000	154,614,538	2.80
9	Jun-20	57,700,000		222,799,904	3.86 (current)

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