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18:53
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Originally posted by RockApe67:
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I believe there's still a bit of confusion in the market and industry (somewhat) as to exactly what and who TNT is as a company. I have a reasonably close relationship with the company as some of you know so just felt like it might be worth clarifying what I see the company to be (and not to be). Like most here, the SP astounds me ATM and I wonder if the "confusion" at times affects where the SP sits. Let me clarify where I see the company now and where I see it wants to be and/or is headed - the latter very important to the perception of TNT.
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You sound like you have a good understanding of the industry - could you elaborate on how to distinguish 'good' consulting from 'body shop' type consulting ? Many of the leaders in cybersecurity are large US listed software offerings - for a good overview of names of these firms a good idea is to look at the constituent parts of an ETF known as HACK - listed on the the ASX which aims to invest in global cyber companies.
