I just listened to a Morgan Stanley podcast on recent NEA briefing re CR. They put forth a polarized set of arguments that was in part based around a lack of confidence in management due to the about face on funding requirements. One point they made that struck me was the Bear argument regarding a lack of insight into how the AI product is performing. That I believe is a key metric to get a watch on as it will determine whether the growth strategy outlined by the Company is going according to plan.
On the Nearmap website AI requires the Vertical product. I am wondering if there is a was to get a handle on the AI through channels such as Govt contracts, anecdotal information on twitter etc....
NEA Price at posting:
$2.36 Sentiment: Buy Disclosure: Held
