I think we would of changed if we weren’t locked in given we paid for 12 months upfront (2 months in). That being said, I personally wouldn’t bother as we’re a multi billion dollar company so it’s not really much. The IT / systems guys cared though.
Surprised at the coverage v NEA. Otherwise they are like for like. I wouldn’t have any issues swapping & it’s an easy transition. We don’t use any 3D modelling.
I actually really like NEA too. It’s a smart move to do longer duration contracts & given the brand identity/current monopoly they are really making the most it! I reckon it’ll take 24 months for NEA to have to consider re-pricing. The economics take a while to catch up.
AMX Price at posting:
$1.20 Sentiment: Buy Disclosure: Held
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