LVT 2.27% 21.5¢ livetiles limited

Ann: Appendix 4C - 232% YoY growth delivers $22.9m ARR, page-24

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  1. 1,339 Posts.
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    indeed there is a story to play out here that will lead well into the 2020’s and it ticks some of the right boxes.
    There will possibly be a tipping point when growth really explodes with the fundamental alignments, services and partnerships.

    I’m just trying to see where that will come from and what LVT will do to build on its relatively newly introduced “AI bots” software.

    I was a bit miffed when I saw a “$50million pipeline” referred to in the report. I guess for me that was slightly underwhelming at this stage considering the new “bots” product and the AI potential in a giant alignment with Microsoft.

    I’m not saying that won’t become $200,300,400million in coming reports. It was a simple current costs vs revenue observation.

    I still like the story, so will watch closely on the sidelines for now. 

    God is luck to all Holders.
 
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