Ann: Half Year Report, page-25

Found this discussion on CAT as part of a LiveWire interview. Shane Fitzgerald is a long time analyst so interesting to get his perspective:

“The most compelling thing about Catapult is it’s underlying technology, it is the leader in GPS tracking of athletes… Once enough teams in a particular league are using the Catapult system, it becomes a ‘me-too’ product – all the other teams suddenly flood in and want the product themselves as they can’t be at a competitive disadvantage to other teams in the league.” Fiztgerald says only 5% of a lucrative market has been captured and Catapult holds a clear competitive advantage to take a big share. So what’s the market missing? In this video Fitzgerald explains why he thinks the market is underestimating the value of this emerging company.

http://www.monashinvestors.com/a-fabulous-company-with-a-fabulous-outlook/

Also saw that Monash Investors are IPO-ing a listed investment company at the moment that has Paul Clitheroe as Chairman (see in the IPO thread).