Having been on the receiving end of security services from Accenture and the "big 4", the quality of work is usually dire. They charge high rates and often send in juniors who are clueless. If TNT can get their positioning right as trusted, high-quality, onshore experts this should allow them to sell the end-to-end security offering. I think they still need to do more to be thought leaders in this space though.
TNT Price at posting:
18.0¢ Sentiment: Buy Disclosure: Held