Ann: Audinate delivers record 51% USD revenue growth in 1H19, page-9

It's interesting to contemplate.  I hold shares in AD8 and keep staring at NEA which I think has many similarities.  The difference is AD8 is a large player in a small game while NEA is a small player in a large game.  I/we need to do a lot of assessing here with a bit of guesswork thrown in.
What's the size of the pie that AD8 has a large piece of and how much bigger is this likely to get (or smaller).  The odds that this share is worth exactly $5 is slim.  It's probably worth a lot more or a lot less.  I suspect more.  Not sure how to work all that out.  I'm certainly not selling so my energy now needs to be spent on how much I should pay for more shares and retain some safety.  I think it involves assessing the potential market, guessing what percentage of it that AD8 will command and estimating the profit that may result from such a market share.
There, so not too hard really.