SPORTS STOCKS

Investing in sports stocks over the internet


Han Huang

For Information Technology

(7 February 1996)

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THE SERVICE

THE SITE

DEMAND

SUPPLY

SPORTS STOCK PRICE MOVEMENTS

COMPETITION & RISKS

THE SERVICE

Value proposition

(DEMAND)

(SUPPLY)

(CONNECTING DEMAND AND SUPPLY)


The service

"Sports Stocks" will provide potential investors with:


Sports Stock's source of revenue

Sports stock will get its primary revenue by:

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THE SITE

Information on the site

Sports fans loves statistics and information. They consume information. Sports Stocks's site will connect fans up with:

information on sports including:

Investment information including


Purchasing and selling stock on the site

Customers will be able to purchase stock through a page on the site. This will be security coded and executed with a credit card. The model will be similar to the off-shore gambling firms such as IGC already use this facility and on their web page they go out of their way to assure investors of the security of their system.

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DEMAND

Demand will come from existing sports gamblers and investors who become interested in investing in sports clubs

Gambling

The revenue of the legal total US gaming market (source: Industry Surveys 1994) was:

1992 $10.4b

1993 $12.6b

1994 $15.6b

Betting on team sports is not legally permitted in any state other than Nevada. Most betting on team sports is done illegally with local bookies. The likely value of the US gaming market is likely to be at nearer $30b when the black market is taken into account. Of this share, most gambling is made in casinos, team sports gambling may make-up $10b.

Much of this betting is sport specific - i.e. people betting on a sport they follow and is usually not transferred into other sports. It is not unlikely that there is a revenue potential of around $500m for betting on soccer. Of this maybe only 20% of this is transferable from betting on actual games to investing in teams. Of this target market, there will be a growing share of people who are linked up on the net.

Existing stock investors

Sophisticated sports betting (such as spread betting ) is already popular with professionals in the City in London and on Wall Street.

In addition, there are many sports fans who are willing to invest in their own team. For example, there are well over 50,000 holders in the Boston Celtics stock

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SUPPLY

The problem in growing the service is a shortage of sports stocks publicly listed. The value of sports franchises continue to appreciate but there are as yet few stocks on the market.

European soccer

At present, there are eleven UK soccer teams listed on London's secondary stock market (Alternative Investment Market) including Tottenham, Manchester United, Sunderland, Millwall and Sheffield United. This number has been growing rapidly and is set to continue to grow.

The Italian soccer clubs Lazio, Fiorentina and AC Milan are all looking to be floated on the AIM market soon. In Italy, it is only possible to list after three consecutive years profits. The trend in Europe, is for soccer clubs to float.

In general, these stocks have been doing exceptionally well. Manchester United's being the most exceptional of all. Manchester United's success on the stock market was the catalyst many other UK soccer clubs followed.

US Sports

At present, only the Boston Celtics basketball team is listed in the US.

The Florida Panthers Hockey team is looking to list. At present, many of the leagues have restrictions on floating and at best discourage it, primarily because a poor stock market performance of a club can undermine fans faith in the sports. Battles which undermine the ideals of a sport (e.g. players v's owners in baseball can undermine fans enthusiasm and spending on a sport).

A major reason for the lack of floatations has been that the Boston Celtics stock has not performed well ever since it was listed in 1996.

Creating Supply

An addition of the service would be to create a stock market game for a specific league where no clubs are listed such as Major League baseball. Variables could be built in to create a stock price - the most obvious of all would be the teams results, but other factors could be targeted players fees. The game would be a development and variation of the Fantasy sports games. The difference would be that performance would not be evaluated by points but converted into stock price movement .

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EXAMPLES OF STOCK PRICE MOVEMENTS OF SPORTS TEAMS



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COMPETITION

There is no direct firm that offers a similar service. Sports Stocks will be positioned between internet bookies and internet stock brokers

Internet gambling firms

There are a huge array of sports gambling sites on the internet. These include firms IG Index and IGC. Many US internet gambling services are set-up oversees to avoid directly breaking the law. Sports Stocks should avoid this US regulatory problems because it is not a sports betting firm.

Stock Market games firms

There are a number of companies who run stock market games, such as the Fantasy Stock Market Game. Firms in this area could become direct competitors if the service took-off and other firms tried to edge into this niche.

Stock market etrade firms

This is likely to be a major source of competition. Firms such as E Trade already allow for stocks to be bought and sold on the web.

RISKS

The principles risks are

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