Company Report
Last edited 4 years ago
PerformanceCommunity EngagementCommunity Endorsement
Performance (46m)
-1.3% pa
Followed by
2
Straws
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#Bear Case
stale
Last edited 4 years ago

LiveTiles' current price does not seem to reflect the apparent new opportunity post-COVID. Perhaps they are not taking advantage of or adapting to the new landscape.

Given how many companies were forced into remote working situations faster than they would have liked, they might have surprised themselves with internal change agility which devalues LiveTiles' proposition as a managed solution.

#Bull Case
stale
Last edited 4 years ago

LiveTiles continues to show promising ARR growth which does not seem to be represented in its current price. COVID's affect on large companies looking to facilitate better remote working should lend opportunity to this fast growing company.

The next company update should provide better insight into how their target market has responded to their proposition outside of an obviously shorter sales cycle. One to watch.