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Interview with Geoff Lord and Kurt Hansen, page-12

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spiderman14

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23/05/21

17:40

Post #: 53360039
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Originally posted by Kunkba: ↑

Interview with MarcusToday (GL & KH)

Loves his trains;
Prizes are given out at the end of the race, not during it;
Really only 12 months at it;
CS will be a growth and sustained growth for the next 3-5 years;
Bigger play here: AI and Cloud based services;
Original TNT was a train wreck;
“Probably for the month of June achieve a run rate of 150”;
April, May & June quarter will probably achieve a RR of 130;
EBITDA is running at 10-12%;
RRR, annuity and EBITDA;
Working with 1,000 odd customers everyday;
“We like to be boring”, keep out of the newspapers;
43% of the top 100 Australian Companies in part use TNT services;
Can’t discuss which due to nondisclosures;
Back room integrations are being completed but synergies are being worked on;
Business’ acquired have a unique focus - they don’t compete with each other and now play nicely with each other;
Acquisitions only takes you so far: GL recognises that synergies and organic growth are requiring development;
KH: TNT wanting to be Australia’s sovereign iconic cyber security of choice;
Not dissimilar to UXC/DXC - interesting parallels, says GL;
Academy: Melbourne Business School and Victorian Government have discussions ongoing;
Not going into start ups and but early stage products (TrustGrid);
TrustGrid Uses BlockChain [buzz word] technology;
Academy will run as a profit centre, not a cost centre;
Will drive the technology they’re invested in - refer recent ASX announcements;
Other gaps: landscape changing such as forensics (change of custody after an attack) and geographic (WA);
Take us into year 2 (upcoming) to see the rewards of synergies;
A lot of business units wanted to enter NZ, hence the acquisition;
North is the fastest growing unit, now in the 17 government departments;
Morrison has been proactive to increase the CS mechanisms;
50% of revenue is from Federal, State and LGAs;
Can only prove to walk the walk in time but have done it before and they have a plan;
Valuation of TNT: double figure growth of the Cyber industry over the next 3 years;
TNT compared to the industry will hopefully be higher;
Grow and take market share from smaller players;
Investors’ own companies/affiliations, told to use TNT;“Interesting time to building something...”
Trends in tech for the next 3-5 years: e-commerce, cloud services and AI;
Must be dynamic at the moment as the market is changing.

Thanks for sharing dbd. Always appreciate your input.

I have been nervous and sceptical over the last couple of weeks given the TA but that interview was all I needed.

My own notes for those time poor.

Expand

Thanks for the summary.
It's all about the synergies with the acquisitions leading to cost savings. that will take a few years to fully come through to the bottom line
Keeping existing customers and expanding on those contracts.
Then adding new customers in Aus,NZ and new markets to continue the growth story.
This pullback has been irrational and its time for the next phase.

TNT Price at posting: 20.0¢ Sentiment: Hold Disclosure: Held
4 Upvote

0 Great analysis

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