Short Term Trading Week Starting: 18 Oct, page-13

STTCOMP AMS FA Long

MC $ 372m
Cash 25m

SOI 220,610,141

last traded at $ 1.69

* $ 78m revenue FY21, > 70% growth

* Market Cap of $ 300m plus

* Niche market and product

* Founder based

* Melbourne success story

Atomos was one of the first companies in the
world to be awarded a license to natively
record in Apple's now

ubiquitous ProRes video format, and Ninja 1
was the first implementation of ProRes in a
recording device.
Significantly, Apple's ProRes RAW on an

Atomos device links the capture of content to

most of the World's best editing platforms,

such as Apple Final Cut Pro X, Adobe Premiere

and Grass Valley Edius.

This creates a high-quality content creation
ecosystem for the creator, where they are able
to

use the camera and editing platform of their
choice.

World-leading products, IP, platform and
partnerships (almost monopoly with some
products) Has proven itself capable of
marketing its products and services in all
major markets.
• Has a strong prospect of achieving over 15%
ROE within 2 years (if this does happen, it will
appeal to many more institutional investors)

• Has a very strong balance sheet and, with
existing cash of $ 26M ($ 10M cash was
generated in FY21) to fund its R&D and
investments without diluting shareholders.

•Has a strong moat making it very difficult for
potential future competitors

• Is growing into major new markets such as
Entertainment, gaming, streaming etc. Has a
strong pipeline of new software and products
coming over the next year or two (new
products usually have a higher margin).
Markets growing at very high rates (e.g.Pro
Video at 70% pa)