I wonder what people think of me holding both SFI and NEA.
I honestly think the best outcome for both NEA and SFI holders is a no vote.
It's not a case of if EV will rebid. They will - if they don't their contracts will keep slipping to Nearmap.
TL;DR - Good for SFI holders as they get a higher price. Good for NEA as EV gets more cash drain.