This is definitely the way I'm seeing it. TNT is doing a brilliant job of positioning itself as the biggest fish in this pond. Ordinarily that's a good enough position to be in, but when that pond is rapidly growing it's particularly important. The biggest player in a rapidly growing sector will generally experience proportionately far more growth, and in a sector like ours, it's particularly true - people will flock to the big name, the trusted provider. We are set to well outperform a rapidly growing sector! All the best luck and fortune to AR9, I sincerely hope they and their shareholders continue to do well, and they may well do so, but this is not oil or iron ore where a company half the size of the biggest one can do half as well, or a boutique industry where people may prefer the personal touch of a smaller player (at least for the lion's share of the market). This is a case where the big guy will dominate and exceed others.
TNT Price at posting:
20.0¢ Sentiment: Buy Disclosure: Held