Link to Morgans report on CAT after Nov AGM. Great read, gives a great picture as to where the company is at and where they are headed.
The visual on pg 5 highlighting the wearable sports tech landscape is extremely telling for mine and highlights the opportunity ahead for CAT. If they continue to grow at their current rate their moat is going to be extremely wide.
It also backs up why they have spent so aggressively to build a product that offers everything sporting teams need, something NO other company does.
Further to that I read on another Morgans report that the RFL league wide deal recently announced was at the expense of one of our major competitors, STATsports. A huge win for CAT, apparently the ability for data commercialization was a key reason for the switch.
CAT Price at posting:
$1.72 Sentiment: Hold Disclosure: Held
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