Ann: FY2018 Preliminary Results - Record Portfolio Growth, page-64

"I have an architect friend who says NEA are painful to deal with. And you pay as you move around the images - a model seen by my friend as very old school.
Just food for thought."

@gosouth,

Thanks for that.
The vast array of "positives" for the stock are more than adequately articulated (and reinforced at some length on a daily basis!). So I know all the "plus"-es.

But what I'm scared I don't know about are the possible warts that might result in the stock price being torpedoed.

Because, at a market cap well north of a half a billion dollars is a lot for a company currently generating between $50m and $100m in Sales and breaking even at the operating line.

It certainly is priced for something truly special to be delivered, but not so for any hiccups that may arise.
.