26/11/2024 09:49

Catapult Group International (CAT) $3.42

For subscribers unfamiliar with CAT, it’s the global leader in sports technology solutions that allow coaches to see how players are performing on the field. Remember, sports is a huge business, especially overseas; Manchester United has a market cap of $US2.9bn with 1-2 goals making/losing huge revenue.

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14/11/2024 16:53

Catapult Group International (CAT) $2.87

CAT +9.13%:  Released 1H25 results this morning that showed a smaller loss than expected on better revenue and strong growth in annualised contract value.

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12/11/2024 09:35

Catapult Group International Ltd (CAT) $2.68

Strong growth in the adoption of a product generally leads to strong earnings growth over time, assuming the product is good and management gets the monetisation strategy right.

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10/10/2024 09:22

Emerging Companies Portfolio – Amendments

We are making several changes to the Emerging Companies Portfolio Today

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12/09/2024 09:06

Emerging Companies Portfolio

For subscribers unfamiliar with Catapult Group International (CAT), it is a $590mn global sports data and analytics company that provides sporting teams and athletes with detailed, real-time data and analytics to optimise athlete performance. CAT’s products and solutions are used by more than 4,000 sports teams and athletes across over 40 sports and 100 countries worldwide.

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30/05/2024 16:54

Catapult (CAT) $1.70

CAT +9.68%: the sports tech company hit 2-year highs today after announcing strong FY24 numbers. Revenue reached $US100m while Annualized Contract Value (ACV) grew 20% to $US86.8m due to price increases, additional services per team and lower churn. EBITDA of $US4.2m was slightly lower than expected, however, Free Cash Flow was well ahead of consensus, swinging into positive territory for the first time.

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24/05/2024 09:24

Catapult Group International (CAT) $1.45

Whether it’s European Soccer, Aussie Rules, NRL, or American Football, CAT is involved, providing sports teams with technology and software solutions that give coaches and other performance-related staff real data on which to base decisions.

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03/04/2024 09:22

Catapult Group (CAT) $1.635

The sports tech company has quietly turned into one of the star performers in the Emerging Companies Portfolio, now sitting on a ~45% gain, with the stock up around 30% over the last few weeks, hitting 2-year highs in the process.

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15/11/2023 09:14

Catapult (CAT) $1.07

The Sports Technology business jumped on a strong 1H report yesterday, ticking the boxes of what we were looking for in the underlying business. Revenue was up 21% in constant currency terms to $US49.8m largely on the back of 20.6% growth in Annualized Contract Value (ACV). The core wearables business that provides important analytical data about athlete performance continues to grow at a consistently high rate, up 27% in the first half.

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23/08/2023 09:19

Catapult Group (CAT) $1.145

CAT offers technology and software solutions to sports teams, providing meaningful data to athletes and coaches regarding tactical decisions and conditioning levels. The NRL is an example with the packs that sit below the neck of a player supplied by Catapult. The space has seen significant investment over the last decade as the importance of data in professional sports becomes critical, with the market expected to grow ~20% a year to over $125b in 2026. After multiple years of investment and some clear disappointment along the way, Catapult is just starting to hit its stride now.

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