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30/01/19
21:19
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Originally posted by seventhseal:
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The $50 mill pipeline only refers to the N3 chanel. But it probably does need some clarfication as to what stage in the sales-process they start reporting opporunties (are they identified/qualified/proposal on the table/in negotiation). I am working under the assumption these have qualified proposals on the table at a minimum and if so over a 12 month period you should see a significant rate of closure. i also assume that a "$50 million pipeline " is $50 million in annual recurring revenue. Close just half of these in the forthcoming 12 months (not unrealistic...about 4% or the $50 mill per month on average) and N3 alone will have doubled LVT's current ARR.
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the alcohol probably talking here, but I must say I’m so impressed by your comments and analysis. It’s refreshing and informative to have such responses to non holders.