I think the following post of mine (now buried 8 pages down thanks to all of those who keep responding to the bait by serial pests) covers a lot more than just ACV growth: Post #: 57887152
My updated analysis has FY23 Group Revenue growing by > $35M to around $180M and FY24 Group Revenue growing by > $50M to around $230M. IMO, NEA will not need to, or want to, increase its expenses at anywhere near these amounts, a large portion of which will move to the bottom line.
Hope this helps those prepared to take a medium-term view.
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I think the following post of mine (now buried 8 pages down...
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