another historical day for NEA, page-6

I've written before about how I believe the fundamentals of NEA are great.

But what baffles me is the lack of addressing the shareholder sentiment directly by the management/directors.

It's pretty clear that almost everything posted is anchored to an increase in ACV - but what about everything else? What about a really clear portrayal of how the US expansion can become everything and more that the Australian segment is?

Does anyone know?

I think this is a bargain, but unfortunately, I think it can keep sliding.