Up to $9.30 today. Commsec says their PE ratio is around 27.
I'm not sure that I agree with the "No moat" analysis of prior posters.
Managing IP for multinationals involves engagements across both Company and country boundaries, which develops into fairly deep corporate knowledge, and with complex process steps in managing IP, a switch of provider could lead to delays in patent submissions, renewals, and extensions. Understanding the communications chain and status with Patent authorities is an inhibitor to switching to my way of thinking. The corporation would need to be fairly unhappy on a number of fronts to countenance the switch.
Happy to be shot down and change my view, as the PE is pretty high, and the time to lighten my load is about now.
Moat?, page-5
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