Tesserent now ranks with Megaport, page-6

Megaport had a disruptive infrastructural asset with a wide array of blue chip clients

TNT has merged together a number of different cybersecurity companies and right now is a ball with 8 different colours. What will matter is how much synergistic yield is achieved through this roll up. Right now the report if I'm not mistaken said 12mil~ of new contracts due to synergies. That's 10% of the total run rate.

You can't compare megaport and TNT. It makes no sense on any level. I am not a down ramper and long-term bullish on TNT but TNT isn't like megaport in a big way - it doesn't have a specific asset. The different businesses under the TNT umbrella all have their own service which may or may not be disruptive in the field. Clearly the current revenue doesn't suggest they gobbled up a big company (like nuix) yet.

If one component of the TNT arm had a successful year it may have 0 relevance to the rest of the arm, and so the company as a whole may actually have an average year. Megaports growth and prospective is entirely different.