I spoke with one of the WAM analysts about NEA at their presentations last week.
They were former holders but sold out a while back . . . said they haven't met with or evaluated the company in any detail since they sold out but with the recent changes it was on their radar again. He thought their half yearly result in February would be below/to the low side of expectations and they would re-evaluate it after that as it could present a good buying opportunity as they still see the potential.
NEA Price at posting:
37.0¢ Sentiment: Hold Disclosure: Held
