PerSeus123 - It's good to have a discussion about TNT's valuation, as it grows rapidly as a company. I'm just wondering how shareholders can make an informed decision about when TNT emerges from being a collection of smaller companies to a single entity, as you've suggested. How can we gauge this ? I see the key information is the cross-sales % , the revenue and the EBITDA. There's no other information that shareholders have access to. If the TNT satellites are working together effectively, these numbers will continue their upward trend for a few successive quarters. Maybe cross-sales should be 20-30% as a guess ? If paying customers are signing up, the company and products must be OK. The start time on consolidation of the acquisitions is going to potentially get re-set in the minds of some shareholders every time TNT announce a new acquisition, so it's worth thinking about. I note that it has now been more than a year since the first set of acquisitions was announced (Pure + Rivium + North).
All IMHO, DYOR
TNT Price at posting:
34.0¢ Sentiment: Buy Disclosure: Held
