Added to YB: 2026-07-06
Pitch date: 2026-07-01
SEN.AX [neutral]
Senetas Corporation Limited
Author Info
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Company Info
Senetas Corporation Limited, together with its subsidiaries, engages in the development, manufacture, and sale of information technology products which provide network data security solutions to businesses and governments worldwide.
Market Cap
AUD 50.2M
Pitch Price
AUD 3.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
34.18
P/E
-2.47
EV/Sales
2.67
Sector
Communications Equipment
Category
growth
Trident Opportunities | Portfolioupdate Q2 - 2026 - +31,2% YTD - Senetas Corporation Limited
SEN.AX (holding update): Small-cap cybersecurity/encryption play. Portfolio +31.2% YTD Q2-2026. Bull case: potential 'perfect storm' upside underappreciated by market. Partnership with Thales outsources SG&A, driving likely massive operating leverage. Referral to Sven's pitch.
Read full article (1 min)