NEA 0.24% $2.08 nearmap ltd

One possible NEA BlueSky Valuation $3.73, page-5

  1. 483 Posts.
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    Thanks crystalblue. I also think NEA is lower risk than APT for the following reasons (some also nominated by austted):

    • NEA reduces client costs whereas APT increases them (austted)
    • NEA has lower competition risk (crystalblue & austted)
    • NEA has higher barriers to entry due to long lead times and high costs for data acquisition (another way of talking about competition risk)
    • NEA has lower regulatory risk (Governments could regulate the afterpay services)
    • NEA has much greater diversity of customers (size, industry group, all levels of government) whereas APT has only consumers.

    Makes me realise that NEA may not be overvalued after all.
 
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