Comparing the knowns and unknowns for Catapult now...feel free to contribute guys!
Knowns for Catapult now:
- Management has high stake in the business, >48% ownership, i.e. having substantial skin in the game
- Current dominant world leader in terms of # of countries, # of sports, # of teams and # of organisations for athlete tracking and video analysis
- Constantly innovating with added features or new products to drive revenue growth, e.g. VISION, Playertek+, PLAYR, VECTOR.
- Good record of constant growth in revenue, indicating growing demand for their products
- Huge un-penetrated market potential, i.e. at least 5-10 times its current market penetration. And if including cross-selling opportunities, the total revenue pie can be 10-20 times what Catapult has currently, i.e. $1-$2Bln revenue opportunity for elite teams. Mass consumer revenue potential is much bigger, but require time to nurture and execute.
Unknowns for Catapult now:
- Who will be the CEO and long-term CFO?
- Will Catapult be the 'ultimate gorilla' in sports wearables and performance analysis globally? How will Catapult continue to be the leader in the industry? Will competitors eat a substantial portion of the total pie eventually?
- Can the business sustain its own investment cashflow needs and grow organically rather than relying on equity raising from investors to sustain its growth profile?
Knowns and Unknowns
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