Wow. I like your directness. No political speak / spin / management BS speak with you. I like it. You seem to know what you are talking about.
The strange thing for me is this - Tesserent have been in managed security for ages. How come the strategy you mentioned is not obvious to them? Who is making the strategic decisions at Tesserent and what are they using as evidence of their strategy? I just can't understand why the business isn't winning lots of new business and getting on the front foot more with telling Australia they are cyber security experts.
Why isn't Keith Glennan on sky news regularly talking about cyber security? Or even a morning talk show?? The world is crying out for people to talk about cyber security issues - Tesserent should be leading the charge. It wants to be Australia's cyber security expert. Why are they so passive?
No question that Tesserent underperforming. Just seems like such a long time that we have had a really good piece of good news from Tesserent. Every surprise has been on the downside, not the upside.
I am not allowed to speculate on your name (anonymous forum). Although I suspect you used to work at Tesserent in an executive role. Personally I wish you were back at Tesserent. Get into that Board room and kick some heads and make them outline some financial metrics over which they agree to be judged (IE SOME KPIs).
TNT Price at posting:
6.1¢ Sentiment: Buy Disclosure: Held