couple of observations I find it interesting that the company has changed the terminology from ASR which is subscription revenue to a broader all encompassing definition makes like for like comparisons challenging
in terms of your comparison with ALI
ALU owns all its IP generates 30 per cent plus margins expenses al it's R and D ... and importantly Is not totally reliant on Microsoft
LiveTiles Is totaly relIant on mIcrosoft for its future and the bulk of whIch Is share point
It has no assets ans no IP to speak of and Is thIs market people are takIng a short term view
i awaIt wIth Interest the cash flow 4C wIth Interest
LVT Price at posting:
47.0¢ Sentiment: Sell Disclosure: Not Held