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Where to from here, time for changes !, page-6

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tamz

5,259 Posts.

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22/03/23

09:21

Post #: 66892279
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Originally posted by dbd25: ↑

What's the point in TNT aiming to increase their annual revenues from ~$200m to $500m if their net cash flow at $200m is always around zero, whilst sitting on $46m debt that is never repaid ? This business model would suggest they'll just scale to $500m and still have zero net cash flow, but with a $115m debt ! One would guess they want to buy another 10 cyber businesses with further borrowings and huge share issues, just repeating the last 3 years. No thanks. I'd rather see them maintain revenues at $200m and start to reduce costs so that actual cash flows are generated. Get the structure right, then scale up. And scale up by organic growth, not by expensive acquisitions that don't perform.

All IMHO, DYOR

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The release today, while short on real detail, put the emphasis on growing organically, rather than just crazily buying new businesses to achieve the new revenue target.

I think we need to wait for the strategy details, before suffering too much angst about acquisitions.

TNT Price at posting: 6.8¢ Sentiment: Buy Disclosure: Held
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