this has been the greatest over-reaction by the market to a tech...

this has been the greatest over-reaction by the market to a tech stock this year on ASX.

check this out - Canva have pretty much same ARR, and a private valuation of over $1.1B. Canva have been around since 2012, LiveTiles 2015... LiveTiles growing essentially 4x quicker than Canva. Canva just turned a profit for the first time. LiveTiles could do the same thing tomorrow, reduce expenses and still maintain unprecedented growth rates. So would LVT be worth 1.1B overnight if that happened?  

Fast forward 12 months... livetiles continue to grow at ~300% (even if that reduces to 100%), what's their ARR... what about in 24 months? they are spending money to grab the market while they can, their future valuation is all about where they will be in 12-24 months, which at these rates will be significantly higher than Canva 

At a market cap at close today of ~180M, the smart investors will know what to do next.