We have published an update on Lightspeed post their fiscal Q3 results and Q4 guidance. Disappointing Fiscal Q3 2020 Results and Q4 2020 Guidance Misleading statements surrounding Growth continue Increasingly expensive and unprofitable acquisitions with little synergies and no path to improving margins Insider selling and treasury shares issuance are increasing the market float at the wrong time Reasons for the removal of Cash Flows from Operations guidance for the 2nd time is questionable Updated LTV vs. GC metrics (adjusting for the Gastrofix acquisition) Slowing Organic Growth will cause investors to push towards Profitability, yet consistent 10% EBITDA margins appear […]
Daily Archives: Wednesday, February 26, 2020 4:22am
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