TNT 0.00% 13.0¢ tesserent limited

Honestly is this serious on a growth Stock?Lets actually discuss...

  1. 1,099 Posts.
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    Honestly is this serious on a growth Stock?

    Lets actually discuss the numbers here for the misleading title of this thread- Growth stocks and speculative stocks are also priced in this range.

    Turnover FY21- $96.7M v FY20 $20.5M = 471% UP

    Statutory Revenue FY21 - $67.4M V FY20 $20.2M + 333% +

    Normalised EBIT DATA- FY21 $9.6M V FY20- (-2.8M) + 400% +

    Current Cash on Hand- FY21 $14.86M V FY20 $4.35M + 341%

    From Negative EBIT in FY20 to cash positive EBIT in FY21 + 400% are incredible numbers with uplift with $14.86M Cash on hand.

    https://hotcopper.com.au/data/attachments/3524/3524932-41a22d6bd0742897234479edfe1f1fd6.jpg
    Now as a speculative company, lets have a further look into the breakdown from the P&L provided today & Check the health of the company- as we know the health of a speculative company is extremely important if we are to invest our capital.

    Bad Debt- FY21 $231K V FY20 $281K Down 20%-

    So lets understand this here for a second- With every acquisition and merger achieved this year along with the incredible growth numbers, the bad debts number has actually reduced??? WOW this is a statement, major growth and decreased bad debt numbers?? BIG TICK
    Expenses below highlight the expenses of the acquisitions which are cash positive businesses producing revenue and ebit. these are one off costs which happen in any acquisition/merger of a company.

    https://hotcopper.com.au/data/attachments/3525/3525002-186bad1082a0d0b834b3832044c08cb6.jpg

    Equity-
    Equity in business is extremely important for many investors, below highlights the significance if this years growth & the total equity the company has to leverage off from year to year, this also highlights the health of a company.

    Financial Year 21- $87.63M V FY20 $16.60M + 531% - YOU READ THAT CORRECTLY = 531%

    https://hotcopper.com.au/data/attachments/3525/3525004-f6bf2bd888bfdc7405c4de98f6f6aee1.jpg


    Looking at the above as an investor (which i am) i am extremely bullish and extremely impressed with the multiples and numbers generated here.

    Revenue/sales / Market Cap= 1.49

    Cash on Hand $14.9M (+341% on previous year, after acquisitions)

    Turnover FY21- $96.7M + 471%

    Statutory Revenue FY21 $67.4M + 333%

    Normalised EBIT DATA- FY21 $9.6M + 400%

    Current Cash on Hand- FY21 $14.86M + 341%


    Bad Debt $231K- Total revenue of $96M & only $231K of bad debt are solid numbers (.024% Bad debt number- name another one).

    I have taken the time to write this for any new investor who are considering investing in TNT. The cyber security space is heating up & the current board assembled for Tesserent have kicked goal after goal. The sentiment has changed along with the dynamic of the company.
    Tesserent are about to successfully integrate their mergers and acquisitions under one banner and freshening up the brand.
    the numbers above should provide any investor positive sentiment for a small cap/speculative stock as these numbers are pretty incredible GOG from 12 months prior.
    the disconnect from SP to Fundamentals are insane along with the current multiples. Tesserent are currently trading well under FV & have enormous upside. I believe in the current board and team assembled along with their latest acquisition with LOOP- who come with a great reputation & solid company with an excellent customer base.
    Tesserent have now begun to implement their growth strategy and ambition in New Zealand which will further enhance the Tesserent brand and provide great opportunity for growth & scale.

    If you were considering looking at an entry into the cyber security space and have sat on the fence, TNT provide great exposure and are the biggest ASX listed cyber security company & provide an end to end solution to the target customer.







 
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