Ann: Key MetroMap Developments, page-10

I've met Mark D a couple of times and my impression is that he is honest and trustworthy. More of a boffin/technocrat than the charismatic salesman (often sociopathic) type of CEO that often lead companies. I'm still a believer in the tech/company but am worried the valuation is getting ahead of itself, on my count it's now trading on a higher LTM & NTM EV/Sales than NEA (based on NEA consensus and my forecast for AMX), despite being a much smaller business without the track record NEA has built up over the years as a listed company. Hoping this doesn't end in disappointment...