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Ann: Change of Director's Interest Notice, page-13

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VascoDaG

541 Posts.

89

04/10/22

17:43

Post #: 64024995
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Originally posted by dbd25: ↑

I'm pleased that you have confidence that this company will do well in the long term, and good luck to you. I'm also very bullish on the cyber security theme, and its only going to become increasingly important as time passes. I really expected that shareholder sentiment towards TNT would be doing better by this stage, but something simply feels wrong here. Just look at the SP movement during the month of September when the Optus hack has occurred. The SP has shown absolutely no reaction whatsoever, which is very strange given that TNT are now supposed to be a major cyber security player in Australia. I can't fathom it, but it means TNT doesn't present as much of an opportunity as growth investment. Every time there's any attempt by the SP to move upwards, it hits a wall of supply. I'll just continue to sit on the sidelines for now.

All IMHO, DYOR

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I never said anything about confidence in the company. I took a long term view based on fundamentals and what I think TNT can unlock. I haven’t change my thesis on the basis of the share price not responding to the hack of a phone company or whether directors buy on market or exercise their options in the money.

TNT Price at posting: 10.5¢ Sentiment: Hold Disclosure: Held
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