Ann: 1st Half FY19 Results Announcement, page-36

Hello.....I have only just discovered this thread.  I would be happy to provide some detailed insights on LVT.  It is a very interesting company. There are four key components to understanding the investment thesis on LiveTiles:
1. The Product Range: What does their software do? What problems does it solve for their customers?  What is the Total Addressable Market?
2.  Management:  Who are they?  Does the company have a competitive advantage in its space?
3.  Cash burn.  All early stage SAAS (software as a service) companies burn cash in the first stage of growth. They are creating annuity value by obtaining long term sticky recurring revenues and burning cash through cost of acquisition. Typically there are two important inflection points in a SAAS company's (i) The inflection point of cash burn.  Cash burn increases as the company grows rapidly until the recurring revenues catch up and cash burn inflects and starts to decrease each quarter. The trough of cash burn is an important turning point in stock performance because investors can see a path to (ii) The inflection point of cash burn turning positive, when the company no longer needs regular funding. In a SAAS model, once the cash turns positive, it accumulates very quickly and funds future growth.  When will LVT reach the first inflection point where cash burn starts to decrease?  When will they turn cash positive?
4. Valuation!  How much is the company worth?