The question posed by Ivanovich was "does BID still have a moat". This particular thread is looking into that question. You have made the statement that out of EAX, BID, LPE and DEL, "BID is the most hopeful once the energy market stabilises", that may be the case, it may not be the case, I don't know.
What I do know is that your reply in no way assists those of us who are looking to better understand whether BID has a moat around its business or not.
The fact that EAX is charging the company 12% interest rate for a small and safe loan has nothing to do with whether BID has a moat around its business.
What would be of interest to this thread would be if anyone has any knowledge of the American software companies that have recently started targeting BID's potential customers in Australia. It would be great to know if they are making any traction.
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