personally i think you're both right. NVX are leaders in their market. they've done a lot and are poised to achieve great things - i would bet on them over any other AAM player hands down.
the macro situation is sh!t (but looking like its about to get better according to US inflation figures and fed rate cut odds overnight).
but NVX comms has been sh!t and that that hasn't helped the SP in the short term. my only hope is that they feel they don't want to say too much so when the tide turns and they start to have big announcements everybody will be listening. we will see.
Media Watch - NVX related, page-14492
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