The market isn't entirely stupid. The last quarterly looked...

  1. 5,893 Posts.
    lightbulb Created with Sketch. 2450
    The market isn't entirely stupid. The last quarterly looked great if you ignore seasonality, but many were burned on the last cycle and the market has woken up. After the last quarterly was an obvious time to sell, not buy.

    But, here we are just before the worst-looking quarterly of the financial year is to be released. The market has been giving TNT no love which to anyone awake with open eyes is no surprise, but the worst hurdle of the year is about to be jumped, so the bottom may well be in.

    It's a very dangerous time to be holding, of course. As I described above, if the results are worse than expected or the market just gets spooked, it will be very ugly, since TNT is only one pip away from a cascade of stop loss triggering and has been testing that level repeatedly since June. But, yes, if this quarterly is promising, it should actually be a fairly safe time to buy in, or a time for long-suffering holders to finally have genuine reason to hope. Extremely unpredictable but this time next week we'll have light shed on the situation.

    Kieded: it doesn't matter if the fine is a trillion dollars, Sdaji's Cybersecurity Company (TM) would still be a failure. A positive market environment does not guarantee any particular company will thrive or even survive. The government can indirectly force companies to take cybersecurity seriously, and it was clear that cybersecurity was going to be an issue which one way or another companies were going to have to decidate more resources to which was one of the reasons I decided to invest in cybersecurity in 2020, but you can't just choose a random company in an industry and expect it to thrive, especially if it wasn't thriving before. This would only be the case if TNT had a monopoly on cybersecurity. It absolutely does not. It also has a 'board to basement' claim, but does not capitalise in monetising cybersecurity holistically, notably it lacks the ability to monetise the most scalable profitable aspect (producing and supplying software).

    To make a genuine case for TNT, you need to say why TNT and not any of the other options. Simply saying 'the industry is going to be taken seriously' means little for any particular company. Pick literally any industry you like which did not exist as a monopoly/duopoly, and you can look at companies which failed while the industry was in a boom. I'm not saying TNT is going to fail, but you're not making a legitimate case and are making one of the big mistakes which has lead so many people in this discussion to take such big losses.
 
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.