fair enough i did think of using Altium due to it being the...

fair enough i did think of using Altium due to it being the similar market cap as the $10 for nea

PE of 62 x earnings sort of blows it out for me although they are first to market with new product so they might be able to integrate verticals and continue growth story ( still alot better than wisetech or afterpay )


i was challenging the $10 mark if you read my open

i dont think its sheer luck BTW this is a thread on NEA valuation - just input

ps if im not wrong they have also entered Canadian market so that would further back your growth model not just us and aus

curious as you seem to understand basic fundamentals - has critical mass on NEA market where do you see it at what size will the growth slow ? or do NEA have cross selling services they can leverage ? bottom line the best growth stories eventually face the income lens , i believe NEA will be closing in on that lens sooner than later. and when that lens shifts investors will look to divvies for returns, paper profits dont pay the electric bill