Picked some up today. One of the last great hopes of the WAXX stocks. I think Altium offers the best value/growth in the tech sector in Australia. The competitive advantage they now have in the market is nearly impossible to penetrate for any new players. Knowledge and expertise in this area is additive, and once engineers are using this tech, it's nearly impossible to get them to use something else.
Seen a large correction in tech, anticipating a bit of a bounce, think altium will be one of the benefactors.
ALU Price at posting:
$32.53 Sentiment: Buy Disclosure: Held