I find the below comparison both interesting, and also absurd -...

I find the below comparison both interesting, and also absurd - but a good reflection of how shares on the ASX react to sentiment...

Now it is important to note that for NEA, capture costs will reduce significantly while receipts will increase, so expect NEA growth rates to continue to be far stronger than CAT growth rates. But to a certain extent that is just because CAT are earlier in the adoption curve than NEA are! 

I am currently in the BUY category for CAT... I'm also in the SELL side of NEA - but that's only because my average buy price of NEA was 43c...

NEA market cap = $1.14B 
NEA ACV H1 19 = $78.3M
NEA FCF H1 19 = ($3.0M)

CAT market cap = $120M
CAT ACV H1 19 = $57.4M
CAT FCF H1 19 = ($4.6M)