Australia's largest stock trading and investment forum Australia's #1 stock forum

TNT

Click for more information

0.00%

13.0¢ tesserent limited

Ann: Acquires Seer, page-95

First 95 Last

Share
Profile

Follow
Nebett

2,437 Posts.

340

27/07/20

16:21

Post #: 46099326
Share

Originally posted by Sdaji: ↑

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.

Expand

Did you write this knowing who the Chairman of AR9 is and what extreme benefit his experience and network will have for the business going forward?

TNT Price at posting: 19.5¢ Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

PV1

Provaris tells ASX non-binding MOUs are still material to share prices in somewhat fiery compliance response

Emerald & Azure score Digger & Dealer awards

Exploring the causes and potential solutions to Australia's housing crisis

From the Floor with Federal Opposition Leader Peter Dutton at Diggers & Dealers 2024

Revolutionary inverter technology leads the clean energy charge

There are more pages in this discussion • 17 more messages in this thread...

First 95 Last

Add TNT (ASX) to my watchlist