Ann: 1st Half FY19 Results Announcement, page-104

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Bigtuna87

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14/03/19

23:50

Post #: 37768289
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Originally posted by Dwhale: ↑

thanks VMK
I was using your previous post where you state now let's figure out the right number of shares and with the next cap raise earnout you get 720 m shares on issue

i tend to agree with the other posters it's really a software development kit the original business was just a skin that sat over share point and now they are building out from there to expand their enterprise content management functionality

Microsoft would bring them in to try and help convert a share point deal because it was clunky and that was the genesis of the business

the nature of their client base is not conducive to mass market repeatable business

as such it is a solutions company not a product company targeting large corporates and for these reasons I doubt you will see the operating leverage kick in and you should in my personal view rate it more like a systems integrator

you should have a look at Microsoft Team it is their fastest growing product ever and in my view will cut into LVTs lunch

one thing for sure LVT will keep tapping the market for more funds and I suspect no shortage of punters willing to average down on their holding

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I would have assumed ARR is repeatable business. And in terms of mass market, well they’ve got a soft drink company, jeweller and airline under their banner, pretty broad range if you ask me

LVT Price at posting: 43.0¢ Sentiment: Hold Disclosure: Held
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Ann: 1st Half FY19 Results Announcement, page-104

Top Stories

Sales growth pushes Lovisa's fortunes (and shares) upwards

Week 47 Wrap: HotCopper users' most watched; Brent lifts on Putin's scary letter; RFK dents CSL

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