Ann: Trading Update & FY20 Guidance, page-17

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fatjoe

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25/08/20

11:57

Post #: 46795588
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Originally posted by FrozeN2694: ↑

Supporting my statement above on this thread on why AMX is doing better than NEA.

Results are in now for Nearmap:
- 96M Revenue for FY20 (25% up)
- NPAT 36M (146% down)
- Cash 36M from 75M last year ( That's a lot of cash burn!)

AMX gave guidance:
- 20M Revenue from 16M (25% up)
- NPAT if it's 4M that's (25% down) if 5M then flat.
- 20M cash

How on earth one can give me a valid argument that Nearmap is a better financial investment? Both companies have similar revenue growth, one being smaller but better financially stable with less expected cash burn, current cash level matches their total revenue.

That would be the same as Nearmap has 96M cash. Do your own research, I hold both of them but long term I think AMX will surprise the industry.

Expand

NEA is a growth story. NEA has invested a lot (as you see in the cash burn) in NA to establish itself in aerial, 3D, obliques and AI.

AMX has an offering for custom 3D models in the US, but aside from this it seems all revenue is attributable to AU/NZ.

These are 2 different sized markets. Happy to be corrected if I have misunderstood AMX product offering.

AMX Price at posting: $1.34 Sentiment: Hold Disclosure: Not Held
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Last 22.0¢		Change 0.000(0.00%)		Mkt cap ! $20.89M

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Ann: Trading Update & FY20 Guidance, page-17

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