I love these updated "tallies". (San Hose is San Jose?).
Population of Oz 23m
Population of USA 320m
Population of US areas captured in SQ's tally above is appox 60m (3 x population of OZ!)
Look at current revenues generated ex Oz and do a conservative extrapolation for the US. Costs are largely fixed. I.e. large increases in revenue do not mean large increases in costs.
And (someone else mentioned it earlier, maybe on a separate thread) a new US broker has just initiated coverage with a price target of 90c.
This is starting to look very interesting indeed.
Heading for a 10 on the "moistness" rating.....
NEA Price at posting:
51.5¢ Sentiment: Buy Disclosure: Held