TNT
I have borrowed this from TNT board. It does look like a solid investment although the analysis is on conservative side and it is quite possible that the pick up in SP will be much sooner given government spending. https://hotcopper.com.au/attachments/tesserent-tnt-initiation-report-curranco-pdf.2450513/?filename=Tesserent+%28TNT%29-Initiation+Report-CurranCo.pdf
