In an older 2018 broker report from IIR (price target $1.50)...

In an older 2018 broker report from IIR (price target $1.50)



In our view, general social media platforms are not ideally suited as a baby/child - parent platform. We do not view the likes of Facebook and Instagram in their current formats as direct competitors to TNY and, therefore, provide no barrier to TNY user growth.



In terms of parenting specific platforms, we believe TNY is best placed in terms of product features and existing scale. TNY is in a strong competitive position relative to both parenting specific and more general social media platforms. There is also the potential to capitalise on growing distrust of social media giants & potentially grow beyond the baby and toddler segment and follow the growth of a child.