The audio-visual chip maker rallied more than 10% yesterday on strong AGM comments – and we think this is just the start.
- They’ve delivered strong revenue growth over the last two years despite obvious headwinds, successfully putting through price rises that will sustain margins.
- Commentary coming out of the semiconductor industry suggests supply issues are subsiding and should prove a tailwind for Audinate.
- Simply a great company with a dominant market position that we think will be substantially higher over time.
MM is high conviction on AD8
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