Great company with Great management , with innovative product .
but I have few concern valuation is bit hefty if does not support growth
than big concern,
another thing to not financial is that calculate interest that company
capitalize and check again . you find different view ,
although my view is that business can grow at 15-20 % as management
guided , but working capital is stretch and reliance on debt and long
watch debtor days have to closely watch.
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