You're speaking my language, my friend! I think it's a bit...

  1. 5,904 Posts.
    lightbulb Created with Sketch. 2460
    You're speaking my language, my friend!

    I think it's a bit dubious to compare across sectors like this, and something like APT is the absolute market darling these days (it's a good company but so overvalued I would be running for the door so fast it would be a spectacle which would make up for the cancelled 2020 Olympics), but I think TNT has the potential to become something somewhat similar in the not too distant future. No one was talking much about BNPL a few years ago, then it went off with a bang, and APT was the big guy and took all the spoils. In 2020 with an obvious cold war doing its thing, cybersecurity is sure to be a big thing, and we are the APT of cybersecurity (biggest fish in the Australian pond). I am not for a moment setting this as a target or suggesting it will happen, but if TNT goes through organic growth plus acquisitions plus sector growth it's obviously going to be far, far bigger than at present. If it was then to become a market darling and given a ratio valuation in line with APT's, we would have a share price over... it seems insane... over $20!!! I honestly don't see that happening, but hey, having as many million dollars worth of TNT as that would give me wouldn't bother me. I'd probably sell out before then anyway.

    But more realistically, while I don't see it going to anything like $20 or even half that, I do think a dollar in front of the share price is a real possibility within two years, maybe a lot sooner.
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.