Scenarios I am contemplating for short to mid term:1. STAT dies...

Scenarios I am contemplating for short to mid term:

1. STAT dies due to inability to raise capital 

2. Private Equity takes both CAT and STAT off market, combines, strips costs and re-lists with solid earnings/growth. 

3. Both continue to fight it out and grow market, but company growth remains contained at 15-30% p.a.

Couldn't see CAT asking for the money from the market to buy STAT, so will take a new approach such as Private Equity to sort this segment out. Lots of costs sunk in both companies to achieve same outcome so makes sense to strip out. There is no reason why both need to exist. 

My bet is on CAT building/maintaining majority market share over long term, but can't see it being a winner takes all battle without options 1 or 2 playing out, or CAT buying STAT in 3-5 years.

If 1 or 2 dont play out then best to simply buckle up and look at the SP in 8-10 years.