Long way to go yet. Still sitting at a $215m MC. The FA of CAT...

Long way to go yet. Still sitting at a $215m MC. The FA of CAT rocks. The Financials are another story however and the chart reflects the Fin. There is no doubt this is a hi stakes game for sure and is the way of the future sports and it will just keep going this way as the data captured is just amazing and powerful.

I am sure if this was listed OS they would have moew appatite for this stock.

Unfortunately in Aus we are focused on cash generation above expenses.

I feel that CAT is selling itself to cheap and really needs to work on a model to extract more income from current subscribers.

Especially when it comes to league wide deals.

However there is this issue at the moment i feel between who owns the data and what can be made public.
This too me is hard to work out.

NRL for Example.

The NRL pays for the devices that all the clubs use.

If cat owns the data captured the the NRL must pay to extract it.
What does the NRL do with the data?

What say do the players have with the data? After all they are creating it and theoretically it is personal data.

So at the moment i fell the clubs get what they want out of the data for recruiting and training purposes.
The NRL pay for it.

The clubs get the benefit but the NRL gets 0.
So if they cant see and income from they are not likely going to accept higher pricing.

So to me just think once they work there way through all this stuff and how to make money from it is when you will see a complete re-rate of the stock as it could be implemented world wide.

Thinking it will start with the USA as they are a law unto themselves over there.

Enough ramblings. all the best. I may have all this completely wrong FYI.