All very nice numbers...AR9 and TNT are very different companies...

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ironwang

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30/07/21

11:57

Post #: 54901034
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Originally posted by Tradingasx: ↑

Currently TNT as per REV is $180M with a MC of $340M which = sales/MC = 1.88
This is so BLOODY CHEAP for tech and the cyber security sector considering TNT had an ebit data of $3.8M for the quarter which makes them cash positive with $17M in the bank.
If we look at AR9 and their announcement they have a forecast revenue of $10M max with a MC of $73M,
that puts them with REV/ MC of 7.3. (SP .315)
TNT have 18x more revenue and much higher ebit data than AR9 and current SP of .32c.
Now if we make this inline with AR9 current Rev/MC the same as AR9 that puts the TNT SP at $1.24 (7.2)
Even with a conservative number such as 5 this equates to an sp of (.85c)

Cyber security Sales/MC average is 10 (which would have TNT SP at $1.70, now im not saying this is where this should be sitting, im just highlighting the industry average).
Tnt are the biggest cyber security listed company on the asx, next year the numbers will sky rocket.

the next 12-24 months i am extremely bullish we'll see even more records broken & EBIT DATA at a higher amount.
TNT EBIT is now profiting substantially and this will continue to grow QOQ.

Cyber Security is now a hot topic in the media which will only enhance the TNT platform & company.

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All very nice numbers...

AR9 and TNT are very different companies though, direct comparisons regarding revenue and MC are not relevant really.

TNT Price at posting: 31.5¢ Sentiment: Buy Disclosure: Held
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All very nice numbers...AR9 and TNT are very different companies...

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