Please note: These are just my personal views as a retail investor based on publicly available information. Happy to be corrected by others with more direct knowledge.
As an investor from the US - living the Warren Buffet strategy and exploring the cybersecurity space, especially among ASX listed companies, I’ve recently been looking into archTIS (AR9). While not as hyped as some others, they seem to be one of the few Australian players with actual traction in secure information sharing, access control, and Zero Trust frameworks—particularly in government and defense sectors.From what I’ve gathered, some of the positives include:
- Strong alignment with the Zero Trust security model, which is becoming a key standard globally.
- Clients in the defense and public sector, including Australian federal government departments and NATO-aligned partners.
- NC Protect product line used to enforce secure information policies in SharePoint, Teams, and Microsoft 365 environments.
- Recent contracts that suggest operational capability rather than just aspirational marketing.
What also stands out to me is that archTIS holds government security clearances, and their tech is actively being used in classified or high-assurance environments—a rare attribute among smaller ASX cybersecurity stocks.
That said, a few areas make me cautious:
- Low liquidity and market cap, which can limit institutional support and price movement.
- Revenue scale still early-stage, even if growing.
- Brand visibility in the commercial market seems limited compared to larger global peers or even ASX players like Tesserent (before the Thales buyout).
Compared to something like Excite Cyber (EXT) and even Tesserent (Thales), archTIS feels more niche but also more technically aligned with national security trends. It’s not a hype stock, but maybe that’s a good thing?
(20min delay)