Worth following the spook fish thread as well. Seems to me eagleview have deep pockets and combined with the knowhow from spookfish May end up being dangerous competition.
Having said that nea looks like they are hitting their straps and maybe there is room for two but I don’t think eagleview will let nea walk into the us without a fight. Obviously in the medium term google drones may hit the nea business model but that is all a bit of an unknown.
NEA Price at posting:
$1.32 Sentiment: None Disclosure: Not Held