What the is actually going on?, page-2

Solid post.

I’m pretty comfortable on the numbers & financials. I genuinely think if you’re bullish on the “mapping & geospatial mapping sector” - AMX will deliver best 12 month TSR. NEA (competitor) & 3DP (hosting of large 3D data) will underperform in comparison.

I have used MetroMap which is better & cheaper than NEA. I am a bit skeptical on why people who are happy with NEA & used to using it would change to AMX? My current company uses NEA & honestly it’s a struggle to consider changing to AMX despite pricing & more coverage.

Don’t even get me started on 3DP, it’s a rubbish visual interface so it will never really vertically integrate along the chain unless they do a massive capital raise & acquire AMX. There’d be some amazing synergies though.