NEA looks like a game changer...highly scalable ... impressive margins... great management ... flawless execution. The only question left for me is - how are the competitors?
I am sure NEA is on the radar of big cashed-up US tech firms for potential partnership/takeover. Think back to another Aussie tech darling - Aconnex. Would be sad to lose another Aussie company to overseas buyers... but happy to pocket the extra cash.
NEA Price at posting:
$3.20 Sentiment: Buy Disclosure: Held