there was a lot to like in the recent conference call. I posted this over on NPI but since some here do not frequent that board I thought it was worth mentioning here.
During question period AYX executive pointed out: “We’ve got a $30 billion TAM, $10 billion net new in the line of business. Today, we’re sitting at a trailing 12-month number of $146 million, so this is really, really early on.”
Competition is tough in this sector and more players will come on the scene but upside potential is evident.