For those folks who have invested in BID and / or who have an interest in BID and want to better understand "does BID still have a moat" - have a look at the investor updates posted by a public company called Energy Action (ASX EAX). EAX are an Energy Broker and would be considered a prime potential customer for BID. EAX are developing their own software solution, rather then purchasing a solution such as that offered by BID. Further, there are a number of US based companies that have written / created a competitive offering to BID, who are now actively targeting Australian customers. Unfortunately I do not know whether BID's solution is superior to other offerings in terms of price / functionality. You can draw your own conclusions as to whether BID enjoy a moat or not, based on the information I have provided above.
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