The company in my opinion is on the right track. It has become...

The company in my opinion is on the right track.

It has become quite lean in the past financial year due to cuts of ~35% to operating expenses. They have restructured their offering from a lot of products to two. Simple is better as it reduces the complexity of understanding what LVT does. They are focusing on what has worked - Reach (licences grew 1200% last year). This is their ticket to growing the ARR.

They are coming off a tough COVID year and with vaccines allow countries to open up, it will allow more opportunities to sell to large enterprises. I think the worst is behind us and the facts seem to indicate that as well.