Altium are usually a bullish lot, with “flywheel” and “dominance” part of their common refrain when updating the market.
The bolded “not likely at the low end” a nod to their recent run of earnings disappointments, relative to consensus (which they themselves largely set, this isn’t an exogenous thing).
We owned ALU for many years, however, to our mind, it simply got too expensive…
…with the expectations embedded simply too high.
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