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Tesserent - Initiation Report

9 Videos - Feb 2018


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Summary - Initiation Report

Tesserent (TNT.ASX), is an ASX listed company providing cyber security services both in Australia and overseas.  We initiate coverage of Tesserent with a valuation of $0.25 / share.  This report includes:

  • A detailed valuation analysis;
  • A review of the company’s strategy and technology;
  • A review of legislative changes in Australia which effect SME organisations; and
  • A review of the cyber security industry.

TSI Analysis - Valuation Analysis

  • We initiate coverage on TNT with a valuation of $0.25 / share.
  • This video reviews our sale, revenue, costing assumptions as well as the valuation methodology applied.

TSI Analysis - Risk – Are cyber attacks impossible to stop?

  • Despite millions of dollars being spent on cyber security by Government & major organisation cyber attacks on these groups is common, which leaves the rest of the market to wonder how they could protect themselves from attacks.
  • We discuss with Tesserent how business can best protect themselves from cyber attacks and if there is a breach what steps should be taken.

Operations - What is the MSSP platform?

  • Tesserent has developed the MSSP platform, which addresses the primary security functions of an organisation’s computer network, and includes features such as a firewall, content inspection and intrusion detection.
  • We discuss with the company further what the platform is and who it works.

Operations - Cyber threat to SME & CyberBiz

  • SME are increasing under threat of cyber attacks and are arguably more affected as an estimated 60% of SME go out of business within 6 months after an attack
  • In response to this growing demand Tesserent has launched their CyberBiz product, aimed specifically at SME organisation initially in Australia.
  • TNT will use channel partners to help promote their CyberBiz product to business.

Operations - Privacy Amendment Act – What does it mean for Australian businesses?

  • The Australian government recently passed the Privacy Amendment Act of 2017 which went into effect in February 2018.
  • We examine how this legislation will potential effect Australian businesses.

Operations - What is a channel partner – International and CyberBiz

  • Tesserent generates revenue either directly through clients, or through channel partners.
  • We examine the different types of channel partners and how these relationships are mutually beneficial.

Technology, Product & Market - Managed security as a service – Industry overview

  • For protection against cyber attacks business can either directly employee staff to work for the company, or alternatively outsource to third parties or what is otherwise known as Managed Security-as-a-Service.
  • We review the benefits of the industry, its size, trends, future potential and Tesserent’s position.

Technology, Product & Market - Cyber security industry – Market overview

Review of the current size and future potential of the global cyber security industry.

All Videos for Tesserent - Initiation Report

Summary

Initiation Report

Tesserent (TNT.ASX), is an ASX listed company providing cyber security services both in Australia and overseas.  We initiate coverage of Tesserent with a valuation of $0.25 / share.  This report includes:

  • A detailed valuation analysis;
  • A review of the company’s strategy and technology;
  • A review of legislative changes in Australia which effect SME organisations; and
  • A review of the cyber security industry.

TSI Analysis

Valuation Analysis

  • We initiate coverage on TNT with a valuation of $0.25 / share.
  • This video reviews our sale, revenue, costing assumptions as well as the valuation methodology applied.

Risk – Are cyber attacks impossible to stop?

  • Despite millions of dollars being spent on cyber security by Government & major organisation cyber attacks on these groups is common, which leaves the rest of the market to wonder how they could protect themselves from attacks.
  • We discuss with Tesserent how business can best protect themselves from cyber attacks and if there is a breach what steps should be taken.

Operations

What is the MSSP platform?

  • Tesserent has developed the MSSP platform, which addresses the primary security functions of an organisation’s computer network, and includes features such as a firewall, content inspection and intrusion detection.
  • We discuss with the company further what the platform is and who it works.

Cyber threat to SME & CyberBiz

  • SME are increasing under threat of cyber attacks and are arguably more affected as an estimated 60% of SME go out of business within 6 months after an attack
  • In response to this growing demand Tesserent has launched their CyberBiz product, aimed specifically at SME organisation initially in Australia.
  • TNT will use channel partners to help promote their CyberBiz product to business.

Privacy Amendment Act – What does it mean for Australian businesses?

  • The Australian government recently passed the Privacy Amendment Act of 2017 which went into effect in February 2018.
  • We examine how this legislation will potential effect Australian businesses.

What is a channel partner – International and CyberBiz

  • Tesserent generates revenue either directly through clients, or through channel partners.
  • We examine the different types of channel partners and how these relationships are mutually beneficial.

Technology, Product & Market

Managed security as a service – Industry overview

  • For protection against cyber attacks business can either directly employee staff to work for the company, or alternatively outsource to third parties or what is otherwise known as Managed Security-as-a-Service.
  • We review the benefits of the industry, its size, trends, future potential and Tesserent’s position.

Cyber security industry – Market overview

Review of the current size and future potential of the global cyber security industry.

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