LVT 2.27% 21.5¢ livetiles limited

Ann: LiveTiles raises $2m through oversubscribed SPP, page-18

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  1. 89 Posts.
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    New here, jumped on after reading lines from the FY18 report such as:
    - as at June 30 unearned revenue was $5.1m. Let me know if i've misunderstood but my take is thats 80% of FY18's revenue locked and loaded before FY19 even started.
    - ...
    marketing personnel (n3) were onboarded towards the end of FY18. Suggests to me greater upside expected in FY19 associated with a full year of having n3 onboard. I concluded this was also correlated by the pink graph on page 1 where the gradient increased from Dec.
    -
    ...n3 is a ... marketing execution vendor for Microsoft's... I figured here that any one with an access to a Microsoft client list had a whopping big long list of potential and already aligned clients on their hands.

    DMyOR and concluded this a compelling investment.
 
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