AMX aerometrex limited

Takeover target, page-7

  1. 415 Posts.
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    Am curious as to what tech AMX has that NEA does not. Lidar? I am not from the industry and have no idea generally but from my research LiDAR seems like a capital intensive process with a limited total addressable market. Happy to be corrected, also happy for NEA to concentrate on products with a larger TAM and margin.

    NEA has spent many years building both frontend and backend systems (from the looks of their employee calibre). I doubt AMX have the same tech maturity as a platform IMO.

    NEA is being valued on ACV rather than profit at the moment.

    All IMHO and DYOR.
 
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