NEO vs MPMP EPS and EBITDA were substantially higher than estimates. Revenue grew 100% and also beat estimates. Things look good. NEO sales were 28% better than estimates and earnings were 67% better. Revenue rose 17%. Net income rose 57%. The sector is clearly on a roll. NEO is much smaller and this risk has to be taken into account, but it has a pristine balance sheet, a dividend, and is significantly cheaper than MP today, so we would side with NEO.
So said 5iResearch last week. GLTA