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fatjoe

390 Posts.

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17/09/20

20:09

Post #: 47430631
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Originally posted by strangelogic: ↑

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....

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Thanks for the information. Would it be possible for you to post the link?

NEA Price at posting: $2.36 Sentiment: Buy Disclosure: Held
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