Thanks for your comments, I have also read your historic posts...

Thanks for your comments, I have also read your historic posts which have been very useful.

I was hoping to hear something like; the directors are exceptional, workaholics, live and breath NEA, cheap at twice the price, founded the company/technology, etc.

There's no doubt NEA is in demand, up 6% today with good volume, the buyers must be expecting big things in the HY report. Looks like its breaking up out of a triangle formation.
No need to switch out of anything, I have spare cash burning a hole in my pocket, and just want to make sure it goes somewhere where it is looked after.

ps. I agree KGN's PE is steep, but at least one can be calculated (unlike NEA). PEG is <2 so am holding for a few more years.