I hold both, lots more NEA, but both. In terms of the adoption...

I hold both, lots more NEA, but both. In terms of the adoption curve NEA are so far in front of SFI.

NEA;
- Profitable AUS business
- Nearly break even US business
- Solid cash flow generation allowing organic growth with little dilution (moving forward)
- Each half yearly risk of NEA investment is decreasing
- High ROE and margins when US is profitable the sky is the limit for worldwide expansion

SFI;
- Revenue making, in an early adoption stage, have made meaningful inroads with contract wins
- About 7 years behind NEA in terms of adoption and revenue generation
- No profitable aspect of business
- No organic growth - requires eagleview and capital raising to further company
- Much much higher risk, but only $60M MC

I agree with @Gillysrooms there is more than enough room for them to both operate profitably in a similar market.