TNT 0.00% 13.0¢ tesserent limited

Ann: Half Yearly Report and Accounts, page-26

  1. 4,925 Posts.
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    I agree that the company won’t be around in 2028 - successful small Aus IT companies are always taken over.

    Thank-you for the work you are sharing with the forum - very pretty pictures.

    I can see that it is an interesting intellectual pastime trying to do these long range predictions, but I find it a bit of a mugs game. Too much internal data that we have no access to at all. So I will stick to looking at short term goals and for me that is August and delivering a positive NPAT.

    How they are going to achieve 500 million in turnover is an interesting question. However it is a case of how long is a piece of string. We have no idea yet of the mix of acquisitions and organic growth they plan, so not going to get my knickers in a knot over how they plan to do it.

    I think it is perfectly fine for Tessa to have a faith in the long term outlook, but still want to look at short term progress. Yours is not the only way to do it. Time will tell who is correct.

    I have seen IT service companies struggle initially for some years and then finally reward their shareholders and of course others just continue to be a train wreck.
 
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