TNT 2.17% 22.5¢ tesserent limited

Undervalued Potential @<10% FZO mcap, page-26

  1. 2,103 Posts.
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    Absolutely agree.

    One of Fat Prophet's top 10 predictions for 2018 is that "Super cyber attacks on level not seen before becomes new form of terrorism" and such attacks will become more prevalent in 2018.

    For a low of $200 a month, Cyberbiz certainly offers a great peace of mind to most SMEs to outsource to an expert with current knowledge of the evolving threats of cybersecurity.

    When it comes to cyber threats, an SME can choose to either (i) not spend and be denial (ii) spend measly amount to load available off the shelf security packages or more sophisticated cybersecurity software (iii) spend on an inhouse IT security expert or (iv) outsource to an expert to receive most current cybersecurity intel managed service.

    If I were an owner of an SME business or an IT manager for an SME business, the (i) pathway, which is burying the head under the sand, is way too risky and too great to assume responsibility for failure to act; pathway (ii) while offering a cheap solution still places onus on the in-house resource to ensure proper solution and updates are loaded but would not be effective to manage/monitor security events on a 24x7 basis and/or keep up with the evolving nature of challenges presented by cyber threats; pathway (iii) is only feasible for a larger enterprise with a depth of IT resource team and even then is more costly and ineffective to keep up with the evolving threat ; but pathway (iv) offers a clean peace-of mind, seamless outsourced single point of accountability transfer to a proven cyber security managed service provider with access to latest intel on cyber threats and 24x7 response team. $200 being the lowest entry price is a small cost to pay and once approved by management, it becomes an annual budgeted item so it should be expected that the annuity revenue stream can be 'sticky' with minimal churn.

    TNT's go to market approach via channel partners is the most effective customer acquisition approach as these channel partners already have the relationship with their customer and represents a lower cost approach to customer acquisition for TNT.

    I have noticed Cyberbiz campaign videos in Asia and SEA but I would be most keen to understand the market opportunity for Cyberbiz on a global basis. I have not factored the latter prospect in my assessment as this can serve to further augment TNT's valuation going forwards.

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