TNT Chart, page-1397

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Petrj

640 Posts.

96

22/10/20

20:45

Post #: 48316745
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Originally posted by Griffin007: ↑

TNT is not so much a value stock to think about dividends and profitability so my analysis is based on the fact it is now cashflow positive, recent acquisitions and their profitability, working from home becoming the norm for many large enterprises, the size of the TNT business now and the government and private sector spending which should get some juicy announcements in the next few months or so. So it is really a growth stock at present and you cant just judge it by its profitability.

VOR which is the closest second cyber provider listed in Australia has just become smaller and weaker and TNT has a range of product offerings across multiple industries.

You dont need to be a genius to know that at 0.23 it was very cheap. Its only just now gaining ground and hasnt even doubled in value yet which is where it should have been right after those acquisitions were announced.

Besides looking at other growth stocks across different sectors in terms of cashflow, being positive, and potential of industry this is the best bang for your buck.

I had a big holding at 0.24 and I have just topped up today. DYOR

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Lots of talk...little substance. If TNT does 130m revenue run rate by year end, it would mean 11-14M EBITDA assuming margins improve a couple of pips. My guess this will be around 5m NPAT. So PE ratio in the range of 20-30x if SP stays the same. At 70c with post acquisition dilution and interest debt you could be looking at PE ratio of about 60-80x.

what makes you think TNT can sustain that?

TNT Price at posting: 37.5¢ Sentiment: Hold Disclosure: Held
3 Upvote

2 Great analysis

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