Was a very interesting day at Perth NAVIG8, lots of updates on products, are very good, but essentially a marketing exercise to clients/users. No financial info given. Requested feedback often in order to improve their offering, which is a good thing, in order to stay ahead of competition.
AI product is very impressive, but will add % to the sp, not baggers.
Discussed US competitors with sales director, seems they (EView) are 5 years behind on the camera (patented) and have big gaps in their data as only scan on request (not SaaS). Would need lots more planes just to match NEA, e.g. x3.
My takeaway from the day was, buy the dips and don't sell, ever.
IMHO
ps forget about China
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