Given the growth rate in the USA i'd be surprised if the FY17/18 ACV is less than US$12m and overall ACV for both USA and Aus to be around AU$60(Based on conservative growth figures). Should be profitable unless they massively up spending.
The USA is what will drive the SP up, Without it NEA would be as you say profitable now, but Aus growth rates are declining and margins will start to be squeezed if SFI gains traction at a lower price point. I don't see any reason why the USA revenue can't grow to at least match current Aus figures over the next few years given the size of the market.
