slight drought of news flow data regarding ARR. I suspect 1H22 might just exceed expectations, and even if it comes within the growth band, it’s another road sign that the NA business continues its growth trajectory.
Anyway, I firmly believe NEA needs to be held for another 2 years, despite currently being smashed, but it is somewhat market wide.
NEA Price at posting:
$1.42 Sentiment: Buy Disclosure: Held
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