Share
1,231 Posts.
lightbulb Created with Sketch. 140
clock Created with Sketch. 08/12/20
22:52
Share
Originally posted by kevg91:
↑
I’ve talked to a few ppl about this and they’ve indicated that the back end of AMX is world class but the front end is inferior to NEA. I suspect until this is fixed so may pay 50x EV/EBITDA for NEA versus 17x EV/EBITDA for AMX. There’s also an insto (Perennial) who is building a position so suspect some level of accumulation at play. Another person has said similarly there’s uncertainty about the 9.4m shares in escrow for other existing shareholders is “at risk”. I think some, like yourself, will wait until Monday to start buying.
Expand
Definitely a hidden gem.
(20min delay)