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