AD8 14.9% $10.86 audinate group limited

Ann: Audinate delivers record revenue & EBITDA in 1H24, page-55

  1. 236 Posts.
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    Not saying I disagree with you but your biggest risk may actually be if would ever actually fall to $15 again. I think people are realising that this is a company that is the real deal in terms of a growing technology company that can dominate it's niche.

    What's more likely to happen is that the price will remain sideways for a while for earnings to catch up a bit however this company is probably always going to look expensive for the next 5-10 years until it's runway looks like it's slowing down.

    Would you rather sell and have a heafty tax bill and potentially lose out on this becoming a household technology name of the ASX or try to time the market on such a quality stock that doesn't show signs of decreasing 25% (By your expectations)


 
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