I completely agree. They could always improve their reporting.
I think the number one aspect of the US is we realise there is competition (there always was as far as NEA's history goes) however the market is >10 times Australia so a few players is not a worry. As for Australian competition we have yet to see it apart from Spookfish. Even so, the market is growing and NEA has predicted modest growth, IMO factoring in the risk.
NEA Price at posting:
51.5¢ Sentiment: Buy Disclosure: Held