Lighting would really appreciate your thoughts on this:
- What are your thoughts on thus company as a competitor to nea?
- Does this new entrant at all decrease your high conviction opinion of nea?
- Are you a holder of Aeromatrix?
- I don’t personally get too concerned about a potential competitor to an incumbent best in business well established first mover I think nea currently is, especially in US and with revenue momentum to consider expansion, but would appreciate your opinion on Aeromatrix being a significant factor in the Nea investment thesis next 3-5 years (especially given recent Nea SP pullback which looks compelling value for topping up atm.)
NEA Price at posting:
$2.59 Sentiment: Buy Disclosure: Held
