The Flywheel and the Whale, page-492

These SwanBay demos all smell like IMG~ soccer, golf, rugby & tennis; i.e., SwampBay have hitched their whole wagon to IMG.

And it's not moving. It's a wonder how they survive.

It's been around a year since SwanBay's last deal, whereas JB has sealed 2 MatchVision deals unconnected to IMG ~ NBL & A-Leagues with the possibility of cricket to follow & opportunities in South America via Charlie Deane.

Movement albeit not enough for the market yet.

To their credit, SwanBay with the help of StatsPerform have produced a world first product and finally got the Wolves promoting it on social media after their big win last week.




Big tick there & it's memorable wins like this that can put MatchVision in the socialsphere, but are the Wolves big enough or have the star players to achieve this?

Doubt it.

And on evidence so far SwanBay as a sales partner might not be up to it. Even if they finally nail the EFL & World Cup Rugby deals, much damage to the share price, market reputation & dilution has been already done.

Indeed, Linius are now trying to sell both products ~ Whizzard & MatchVision & JB is already streets ahead of SwanBay but yet again it's IMG likely blocking the pipeline.

Which brings us back to are IMG holding back for some form of better entry? Their fingerprints are everywhere and they hold both the keys to the sports world and the whip position.

Why would IMG sign to sell Linius' products to their global network for a small commission when they can get a larger slice of the action as the major shareholder?

They either see meaningful revenues from Linius' products or they won't waste their time.

For full disclosure, this is all imho and there is no inkling whatsoever from the company that this might occur. In fact, both the chair & JB said "no" when asked.