Time will tell. I am truly excited about how this will play out.
I have not had access to your your model, but have added risk factors around unproven AU sales growth in % terms ( note that we should talk % growth in revenue and expenses- and not let wool be covering our eyes); the unproven experience levels of new management in AU, risk of slowing development of technology , with the CTO leaving ... a winning team.... and increase in competition from technologies not reliant on airplanes.
Maybe you have better information than what I do, but pretty comfortable with my assessment based on the information I have.
There are some pretty amassing things happening in the drone and mobile space in Israel/ Germany that some of us are underestimating and should substantially impact NEA in the next 24 months one way or the other.
NEA Price at posting:
66.5¢ Sentiment: Hold Disclosure: Not Held
