My sentiment has changed from very positive on LVT to "careful" and thus the financial situation matters a little bit more.
I am fully aware that hyper growth means that LVT need to spend a lot of cash on operations but that also makes it very important to SH how the money is spent and cost of signing ASR.
Those metrics are yet to be understood in full.
Ann: Strong early adoption of LiveTiles Bots, page-21
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