Australian Investors Podcast

Pull apart: EML Payments (ASX:EML) & Catapult Group (ASX: CAT), with Steve Johnson from Forager

Dec 16, 2024

Steve Johnson, Founder and Chief Investment Officer of Forager Funds Management, shares his insightful analysis of EML Payments and Catapult Group. He discusses EML’s innovative approach to digital transactions amidst challenges and explores Catapult's potential growth in sports tech. Johnson delves into the impacts of leadership changes, market dynamics, and evolving investment strategies in today's climate. His honest perspective on navigating risks and opportunities highlights the importance of thoughtful investing.

49:30

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Episode guests

Steve Johnson

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Episode notes

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Quick takeaways

Catapult Group's expansion into professional sports, supported by advanced technology, underscores its potential for substantial revenue growth through increased market adoption.

EML Payments is undergoing a strategic turnaround driven by new management, focusing on its core business to improve performance and restore shareholder confidence.

Investors face various risks with both companies, including technological obsolescence for Catapult and management challenges for EML, necessitating careful evaluation of their growth strategies.

Deep dives

Investment Insights from Catapult

Catapult is a leading provider of GPS tracking technology for professional sports teams, originating from technology developed at the Australian Institute of Sport. The company has expanded its offerings to include heart rate monitoring and stress analysis, serving over 4,000 teams globally, significantly outpacing its nearest competitor. Its business model relies on subscription fees, with an average cost of around $20,000 per team annually, underscoring the company’s potential for revenue growth through increased adoption in various sports, including emerging women's leagues. Recent management changes have led to a renewed focus on its core market, as Catapult aims to leverage its dominant position to improve profitability and enhance its service offering.

Intro

3min

In-Depth Analysis of Catapult and EML Payments

3min

Navigating Challenges in Sports Tech

20min

Understanding EML Payments: A Digital Infrastructure for Controlled Transactions

2min

Navigating Turnarounds in Payment Technology

14min

Navigating Revenue Streams and Investment Opportunities in a Changing Market

3min

Exploring Investment Strategies and Company Insights

4min

Steve Johnson, CFA joins Owen Rask to dive deep into the beaten-down ASX play, EML Payments (ASX: EML) and recaps his thesis on Catapult Group (ASX: CAT).

Steve Johnson is the founder and Chief Investment Officer of Forager Funds Management in Sydney and one of the most honest, genuine and thoughtful investors in Australia.

Book a Forager investing call with Steve: http://bit.ly/49lZ2Xa

Note before booking: spaces are STRICTLY LIMITED and for genuine investors only. You can use this time with Steve to discuss his portfolio allocations, funds management and how to invest with Forager.

~~ Stocks covered ~~

EML Payments Ltd (ASX: EML)
Catapult Group International Ltd (ASX: CAT)

~~ Resources you'll love ~~

Access Show Notes: https://bit.ly/R-notes

Invest with Owen: https://bit.ly/R-invest

Mortgage Broking: https://bit.ly/broke-rask

Financial Planning: https://bit.ly/R-plan

Property Coaching: https://bit.ly/R-P-coach

100-point property checklist (PDF): https://bit.ly/prop-check

Accounting with Grey Space: http://bit.ly/3DG5lWS

Business Coaching: https://bit.ly/o-coach

Ask a question: https://bit.ly/3QtiY00

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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Australian Investors Podcast

Pull apart: EML Payments (ASX:EML) & Catapult Group (ASX: CAT), with Steve Johnson from Forager

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Investment Insights from Catapult

Understanding EML Payments

Navigating Risks with Catapult

Monitoring EML's Turnaround Strategy

Key Takeaways for Investors

Remember Everything You Learn from Podcasts