Ann: 2018 Annual Report, page-23

First 23 Last

Share
Profile

Follow
Dwhale

62 Posts.

10

09/10/18

18:13

Post #: 36056221
Share

Originally posted by investor112 ↑

"Our modelling assumes that LVT’s average customer acquisition cost currently to be $47,000/customer with an average sales/customer per annum of $26,449 as at Q4FY19. For an estimated $11m sales and marketing cost in FY18 and 14.3m in FY19, we estimate paying customers for LVT to grow from 366 in Q4FY17 to 772 by Q4FY19.

Our modelling also assumes that LVT’s cost of $1 of additional annualised subscription increase per customer to be $3.10/customer (as at Q4FY19). This equates to a total cost for increasing total annual subscription revenue to be $1.27 for every dollar increase, which is in line with current levels and is assumed to remain approximately the same going forwards.

Our model accounts for future revenue from the commercialisation of the LiveTiles Bots service. Commencing from FY20, we have assumed short-term exponential growth and long-term low to moderate growth. In our model, the revenue per customer has been assumed to remain constant at $45,000.

Assuming current expenditures on marketing and sales, our model values LVT at $0.73 per share"

https://www.everblucapital.com/wp-c...1/EverBlu-Research-LVT-Preliminary-Report.pdf

Expand

Very insightful although this report came out in January 18 and FY18 revenue was forecast to be 12 and it came out about half that....so a 50% miss ...

LVT Price at posting: 50.5¢ Sentiment: Sell Disclosure: Not Held
Upvote

0 Great analysis

Reply

Top Stories

ACW

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

RSG

Resolute shares bounce back as second payment made to Mali government to secure workers' release

WC8

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

MIN

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

There are more pages in this discussion • 12 more messages in this thread...

First 23 Last

Add LVT (ASX) to my watchlist

Ann: 2018 Annual Report, page-23

Top Stories

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

Resolute shares bounce back as second payment made to Mali government to secure workers' release

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up