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12/06/22
16:11
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Originally posted by sapporo:
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I wouldn't rule out corporate action at these cheap prices - possibly a 3 way tie up between Linius, SwanBay & IMG with the latter's power & reach to drive mass adoption in the UK (EFL) & USA (Collegiate sports). Linius' tech needs scale to be profitable & IMG is the perfect partner to achieve this. IMG are clearly involved & there was a cryptic mention of a possible new relationship between Linius & SwanBay in the last presentation. It may be that the company gets broken up into its verticals because IMG & SwanBay are sports focused so the education vertical stays with Linius. Under this scenario, IMG would obviously get favorable terms, however a smaller slice of something big is a whole lot better than the status quo. If Linius were to retain the education vertical outright & find an appropriate partner with the clout to drive university adoption in the USA, then things get real interesting. IMG are willling to deploy SwanBay's product in Europe, so I see no reason why they wouldn't extend this deployment into Collegiate sports in the USA and, ironically, if IMG does deploy the custom highlights generator in colleges, there could well be a trojan horse moment for the education vertical because both students & universities would already be familiar using it for sports. Imho
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The more I turn this over, it appears thatLinius has the software Swanbay has the technology IMG has the sports rights. They need each other Linius previous financial model appears to be an annual fee and perhaps an exclusivity fee. This would enable for their revenue models to be deployed and that appears to be subscription and advertising All good Cheers