I was actually a holder of cnw a little while ago but I didn't have any conviction in it, I didn't really see anything in it that differentiated itself from others... Cirrus I understand are winning contracts in Wa but their penetration outside of that one state is quite small, afterall they are a wa based company.....
Aconex have done really really well in the ANZ markets and are also replicating that success globally, when I spoke with Leigh jasper at the agm he said the US market could soon reach the tipping point regarding sales and market penetration just like a couple of years ago business in Australia really took off.... So he was quite excited about the future...
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I was actually a holder of cnw a little while ago but I didn't...
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