Yes it is a comprehensive sales enablement solution!I don't know...

Yes it is a comprehensive sales enablement solution!

I don't know much about LVT but my impression is that it attempts to bring Microsoft SharePoint to life rather than be a standalone portal like BTH - though there are integrations too. I know there's other products but I think the SharePoint products drives most of their revenue? But I could easily be wrong.

The couple of considerations here is retention and continued growth. They are integrating acquisitions so there is a risk there too. They have done a good job so far of integrating acquisitions, though some say the customer retention around 80-85% isn't that great. It's a number that management don't mention often but if you track back to I think last years Financial Report and subsequent comments of it not changing much, that's probably where it sits.

The vocal traders left this a long time ago. Australian Ethical Super has loaded up during the recent placement and has been around for ages.

When I consider revenue, growth, potential etc I don't understand why LVT is valued so much more. I think people are drawn to the tag line of >200% growth but there's no indication this is sustainable at all. It appears to me that growth could slow and everyone's optimism could vanish in short order.

Time will tell how it all ends up but I think medium term things look good here. A few more significant deals would do a lot for sentiment too.