NEA have only had a revenue stream opportunity in place since Nov last year. Every 1/4 since they have increased sales. They will cover their cash burn in the next 1/4 and I believe they have good retention rates...but this won't be realized till next year.
They do have a protected product...in terms of patent...recently also registered in the USA but won't go their till they consolidate their position heel..maybe Asia is also an opportunity for them.
One thing they are doing that is difference is bulking up areas of the company where they feel they need help. Founder of SEEK and x CEO of WEBJEST joining the board shows they are moving forward and are putting people into the right positions with the right experience to achieve their goals. The fact that these people have accepted the positions also reflects on their belief in the company.
UNS have and have kept the same team led by an invisible bus driver and a salesman. Not sure how the two can be compared?
Periculum
UNS Price at posting:
60.5¢ Sentiment: Buy Disclosure: Held