As we all wonder how we might keep our exposure to the sector, my mind turns a little towards ST1. Kurt didn’t impress me all that much, but Julian Challingsworth did, and I was a bit surprised GL went with the former. ST1 under JC seems to be having a rough time of it, and Cyber is just a part of it. Still, JC himself seems to be regularly adding to his holding. Does anyone want to mention other companies we might consider to stay involved with cyber in Australia?
TNT Price at posting:
12.0¢ Sentiment: Buy Disclosure: Held