Addicks. MNW has a great product BUT in a declining sector ie plastic. Where is the growth in that? Short term they'll make money but where are the future cash flows years from now? MBE is in not just one but TWO of the hottest sectors. Earnings will grow as the sector grows. As for where MBEs earnings will come from with Sprint - the same place their current rapidly increasing earnings are coming from in Australia. Their revenue streams are proven. Going to the US with Sprint is just replication but on 10x the scale. Nothing more needs to be understood.
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