NextGen is a word-class outfit, but keep in mind that their product won't hit the shelves before 2030 at the earliest.
VMY and BOE are in a different class, 5-6 years earlier in the cycle, and their respective valuation should reflect that.
Quite a few companies are approaching instos consensus (IBES) targets, but VMY is still a long way from it ($0.21/s).
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3 Things Mike said, page-17
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