Company Report
Last edited 4 years ago
PerformanceCommunity EngagementCommunity Endorsement
Performance (60m)
4.9% pa
Followed by
23
Straws
Sort by:
Recent
Content is delayed by one month. Upgrade your membership to unlock all content. Click for membership options.
#Bull Case
stale
Added 5 years ago

Current business forecast to do $14m revenues hit cash flow breakeven by end of year.

Very strong tailwinds behind cyber security. MSSP market is huge - $30b and growing ~15% a year. TNT have an opportunity to carve out their niche in SME and enterprise.

Real growth will come from acquisitions. Huge opportunity in a fragmented market and the economics of a roll up in this space make sense. They’re saying expect an update this quarter.

Acquisitions would bring forward cash flow breakeven. Scrip for deals are being issued at around 10c.

I think with one or two acquisitions and some contract wins the stock could hit 10c in the next 6-12 months.