I bought into SFI at the lows so I'm not complaining but they have nothing on Nearmap. Eagleview is struggling against Nearmap in the US and within 3 years NEA's marketcap should be larger than Eagleview's... They were bought before for $750 million USD in 2016. The only reason I bought a small position in SFI is because Eagleview needs them or they are finished so I suspect Eagleview will either buy them out or be at their mercy so either way SFI should do alright but Nearmap is the true pioneer in the space.
NEA Price at posting:
$1.35 Sentiment: Hold Disclosure: Held