NEA nearmap ltd
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Again massive growth in ANZ - which continues to be a surprise...

  1. hilly_sandman
    1,580 Posts.
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    12/07/19
    09:38
    Post #: 39488696
    Again massive growth in ANZ - which continues to be a surprise to me... NEA have good market share in ANZ, and has a stable business for a number of years - just puts more emphasis on the potential size and growth from USA, we are all expecting >30% growth from USA on a low baseline for a number of early years (2019-2023), but imagine if USA is sustaining >15% growth with 5x the ACV that ANZ has right now...
    NEA Price at posting: $3.69 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch. 2  Great analysis
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