a) its reduced cost structure, b) healthy balance sheet, low debt c) deepening technological moat in relation to the expansion of its Prores RAW recording ecosystem, combined with d) its ever expanding addressable market (NEON Cinema Series, Adobe Premiere support for Prores RAW, Timecode sync functionality) e) growing demand in a COVID world for professional content via platforms such as Netflix or live streaming of events etc is likely to translate into heightened video production demand in a post covid world.
Patient investors will be rewarded IMHO.
AMS Price at posting:
47.5¢ Sentiment: Buy Disclosure: Held
