Yeah, has been a question asked a few times; who owns the data? Obviously customers have access to the data for the duration of their agreements (I'd assume sole access), but once that agreement is finished does SKF retain the rights to that data and its use. A large part of my investment thesis is that it the data does belong to SKF, who would be able to use it/monetize it as they see fit within current privacy laws.
Whether they means they can then go to a Coles/Woolies I don't know, the privacy issue is a genuine one. A substantial change to privacy laws in Australia could kill SKF's business model.
SKF Price at posting:
18.0¢ Sentiment: Buy Disclosure: Held