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13.0¢ tesserent limited

Ann: Acquires Seer, page-95

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Nebett

2,437 Posts.

340

27/07/20

16:21

Post #: 46099326
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Originally posted by Sdaji: ↑

This is definitely the way I'm seeing it. TNT is doing a brilliant job of positioning itself as the biggest fish in this pond. Ordinarily that's a good enough position to be in, but when that pond is rapidly growing it's particularly important. The biggest player in a rapidly growing sector will generally experience proportionately far more growth, and in a sector like ours, it's particularly true - people will flock to the big name, the trusted provider. We are set to well outperform a rapidly growing sector! All the best luck and fortune to AR9, I sincerely hope they and their shareholders continue to do well, and they may well do so, but this is not oil or iron ore where a company half the size of the biggest one can do half as well, or a boutique industry where people may prefer the personal touch of a smaller player (at least for the lion's share of the market). This is a case where the big guy will dominate and exceed others.

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Did you write this knowing who the Chairman of AR9 is and what extreme benefit his experience and network will have for the business going forward?

TNT Price at posting: 19.5¢ Sentiment: Buy Disclosure: Held
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