Thanks for posting. These negative reports give me great...

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16/12/21

16:33

Post #: 58344513
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Originally posted by Pioupiou: ↑

Below are three negative opinions on NEA that have been published by The Bull.

All three moot that expectations of rising interest rates is a negative factor. I can see why, to a degree, rising interest rates would incline folk to exit dividend-paying stocks to switch into alternatives like lending to banks, or buying bonds. I disagree that investors in a story stock like NEA would be influenced in any meaningful way by the rate of interest.

10 December 2021

This high definition aerial imaging services provider has been under pressure due to expectations around rising interest rates. The share prices of companies, where most of the value relies on future growth, have been under pressure. We expect more selling and share price pressure when Nearmap is removed the benchmark S&P/ASX 200 in December’s re-balancing of the index.

Harrison Massey, Argonaut
6 December 2021

NEA delivers high definition aerial imaging services. NEA is an innovative business. But we see intensifying competition and growing risks from new technological advances. In our view, the company trades on a relatively lofty valuation. Rising bond yields on the horizon could pressure this valuation amid revenue growth possibly slowing from high levels.

Tim Haselum, Catapult Wealth

1 October 2021

NEA delivers high definition aerial imaging services. The company delivered fiscal year 2021 revenue growth above 20 per cent, with 75 per cent gross margins. The company made a loss after tax as it continues to invest in longer term growth. NEA faces increasing competition from advances in satellite technology. In our view, rising bond yields provide an opportunity to consider cashing in some gains.

Thomas Wegner, Marcus Today

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Thanks for posting. These negative reports give me great confidence in NEA because the reasons for the negative view have no substance.

NEA Price at posting: $1.54 Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

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