NEA 0.00% $2.10 nearmap ltd

What are the odds, page-2

  1. 10,437 Posts.
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    not sure of the odds.

    Well their accrual accounting methods can make their accounts look dismal even when they doing great. NEA can spend $10 million per year in marketing in usa gaining $10 million in new annual subscriptions and still show it still losing money nor break even on a first year cash basis but its the lifetime value of each customer and the resubscription rate after the contract term that matters and adds value to the business. Maybe someone else can advise what that factor might be?

    IMO they must have been getting the sales process going well and decided and have realised that by raising another $20 million and fast tracking the gathering of new clients should return many fold for every $ spent to deliver more in annual revenue growth and Capital value of the business. Accumulating customers which once won over need to be serviced with limited manpower hours but then can upsell with other beneficial services... are generating ongoing revenue with little slippage to competitors. there is so much more NEA could offer with what it has to add extra value
    Accumulating customers which once won over need to be serviced with limited manpower hours but then can be upsold with other beneficial services... are generating ongoing revenue with little slippage to competitors. there is so much more NEA could offer with what it has to add extra value. Once we get better signals, im not sure the sp will be under .50 cents for long.

    All views encouraged.
 
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Currently unlisted public company.

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