SaaS Conscription Model versus Bespoke Customer Service Model is what I had in mined when I suggesting that NEA was essentially city based, and that Aerometrix could live comfortably in its smaller bespoke aerial mapping business that is relevant to less populated areas. Where I wrote " where many years exist in confined areas . . .", the word "years" was meant to be "customers".
Frequency of coverage would be relevant to applications where change is relevant. In contrast, geological mapping could, if it were thorough in the sense of capturing whatever is useful to a geologist, would tolerate infrequent coverage. Bush fire management would fall somewhere in the middle, it would have to be done frequently enough to to be relevant, but the number of customers relative area mapped would be low. We can be sure that NEA keeps watch on all these areas, and continually decides where to deploy its funds to get the best return.
NEA Price at posting:
$2.32 Sentiment: Hold Disclosure: Held
