The criticism that Tesserent (1) don't sell and promote...

The criticism that Tesserent (1) don't sell and promote themselves enough or (2) don't communicate with minority shareholders enough..........is no longer valid.  Blown out of the water.   Karen and Keith were busy little worker bees over the New Year period.  No plum pudding for them.   

Those videos on the Sophisticated Investor website are great.......really quality content, professionally produced and the videos and content can presumably be the basis for Keith Glennan's presentation to Investment Brokers (as foreshadowed at AGM last year).

Combined with the Tesserent financials indicating cash flow positive is not too far away......I feel the share price could easily take off and be closer to 20c per share by the end of April (when the next 4C is due).  I acknowledge the Sophisticated Investor says the current valuation (conservative) is 25c per share - although Mr Market might take a little bit of time to lift the share price to that level.

I did everything I could to acquire as much stock as my cash flow would allow when the stock was languishing at 5, 6 and 7 cents in recent times - I kept thinking of Warren Buffett who said (A) form an independent view of a business, irrespective of what the market says it is worth and (B) be greedy when others are fearful, and fearful when others are greedy.

I managed to get stock around the 6c and 7c mark (ie I was trying to be "greedy" when the rest of the market was being "fearful").................. but I feel the days of buying Tesserent stock under 9c are over.  The secret is getting out. There is no question Tesserent is severely undervalued compared to its peers and it won't be long before someone with some serious capital, and someone who spends more than $4 on lunch - realises that and makes a significant investment, lifting the share price.  

I have watched all of the Tesserent videos on the Sophisticated Investor and they all very professionally produced, really highlight the growing cyber security issue facing businesses and government and explains what Tesserent does to help its customers manage the cyber security risk.  

If Tesserent can get close to 30 million revenue in 5 years (as the sophisticated investor video suggests is possible if Cyberbiz gets some traction).......... we won't be any where near 25 c per share.

Wouldn't be surprised if Tesserent got acquired by one of its bigger competitors before that time. Tesserent really has done extremely well to acquire the blue chip customers that it has, whilst being a small business.

Barack Obama talking about cyber security in the video below.......how cool.  

http://thesophisticatedinvestor.com.au/coverage-video/?filter=tesserent&report=initiation-report-11