I really like the look of ALU and have been watching from the sidelines for a while.
Fundamentally it has a very bright future, however I feel that a company trading at over 20x revenue is simply a bit of a stretch when producing only 30% odd revenue growth a year.
Great business, I can’t see how it would be a great stock investment at this juncture - probably a hold (if already held) for me not sell but I continue to wait on the sidelines for an entry...
Either it falls back or plateaus while income catches up...
