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thanks VmkSo it's the point that costs have...

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SteveSage

564 Posts.

102

06/03/19

15:09

Post #: 37673043
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Originally posted by Vmk Research: ↑

Steve......I think the important inflection point is the inflection point in cash burn not just the point where cash flow reaches break even (although that is also important....but it also tends to occur when growth moderates.) Our model doesnt anticipate cash flow break even until March 2020 but cash burn inflection possibly could be as early as March or June this year.

As we get closer to the date I wll try and quantify what I think will be base case, best case and worst case for cash burn in March and June.

As always, more later! VMK

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thanks Vmk
So it's the point that costs have plateaued/reducing rather than cashflow breakeven.

Didn't previously consider that as an inflection point, but I guess it would be if they can continue growing revenues/ARR at a similar rate to the past (i.e. they can demonstrate operating leverage for the business and the SaaS model)

LVT Price at posting: 41.0¢ Sentiment: Hold Disclosure: Held
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