Tesserent now ranks with Megaport, page-7

  1. 7,311 Posts.
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    PerSeus123 - Interesting to get your take on the technical differences between TNT and MP1,
    however, my comparison was just based on the financials in the last 4C, which clearly show
    a similarity of scale for both companies. We could enter into protracted exchange about the
    technical merits of each company's products/services, customer base, and expected growth rates, but the
    question I am posing is why TNT's market cap is currently only one sixth of MP1's. I'm suggesting
    that TNT remains demonstrably undervalued, not that MP1 is overvalued. Your reasoning seems
    to be suggesting that TNT needs to improve on its current performance (e.g. ~10% cross-sales),
    to justify a higher market cap, closer to MP1's. I wonder at what point in time does the market decide
    that if both companies earn much the same revenue, they should have much the same market cap too ?

    All IMHO, DYOR

 
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