Not a holder of SFI either, like you just trying to understand the differences between them.
A scan over the coverage maps for each Co, NEA appears to have the upper hand in both total coverage and number of periodical updates per area, surely a big positive. Thus it would suggest your thoughts on pricing are correct. Given that landing a big national customer would look good for SFI in investors eyes, considering SFI's predominant customer base is located in WA.
Looking around the SFI website it contained lot more information on what they offered and the type of industries that could benefit from their applications. Easier to navigate also. Perhaps NEA has some work to do in this regard.
For those thinking of jumping, remember that one contract win does not win the war in the battle for supremacy in mapping applications.
NEA Price at posting:
64.5¢ Sentiment: Hold Disclosure: Held