Ann: FY2018 Preliminary Results - Record Portfolio Growth, page-35

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10/07/18

13:44

Post #: 34252281
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Originally posted by madamswer ↑

I hate to be a bit of party-pooper when the champagne corks are a-popping, but - like any self-respecting business owner - I am more interested in the things that could potential hamstring the progress of the business (or, completely torpedo it, even).

I'm a bit worried about things that I don't know I don't know.

To that end, I would be most receptive to any views that are negative on the Nearmap business model and the commercial space in which it operates (things such as competitor offerings, customer concentration, customer "stickiness", pricing power in terms of perceptions of value for money, potential technological obsolescence, credit control, capital adequacy, etc...).

I always try to remind myself of the adage:
"When something appears to be too good to be true, it almost certainly is."

Apologies for putting a bit of a downer on proceedings, but capital protection is important to me, and I'd like to be alerted to any risks of which I might be unaware. Especially in a business which is at NEA's position of corporate evolution.
.

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Hope this helps, This is a bit old but still relevant, see the risk section.

http://www.littlehedge.com/nearmap-introduction/
http://www.littlehedge.com/nearmap-fy17-update/

I also think keeping an I on cost growth will be important.
Love the last slide with forward looking comparisons, I think they are conservative.

NEA Price at posting: $1.32 Sentiment: Hold Disclosure: Held
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Ann: FY2018 Preliminary Results - Record Portfolio Growth, page-35

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