Welcome to another story and another video in my One Company One Story series.
This time, Tego Cyber (TGCB).

Here comes the amateur legalese.

I began investing in companies and their stocks in the late 70s, but am Not a certified investment professional.

My style and history of investing is described in Dream. Invest. Live., a book I wrote by request – which came out as the Great Recession (the Second Great Depression) began. Don’t underestimate luck. Oops. https://www.amazon.com/-/e/B0035XVXAA

My personal finance blog (a blog about my finances) is: https://trimbathcreative.net/

I am Not investment professional. This is Not financial advice. 

Tego Cyber. Tego Cyber. Where had I heard that name, before? A friend mentioned it. We talked about it. I went to add it to one of my stock watchlists, and it was already there. Cool. Coincidence. Fate? Tego Cyber evidently made it onto my lists months, maybe years ago. It is a small company, working in a vital yet easily overlooked industry and fit many of my criteria. I guess this month will be about that company and that stock.

“Autonomous Threat Correlation and Hunting”, that’s their market. One way to figure out that that means is to browse their web site. They help guard against: ransomware, malware, dark web activities, espionage, basically lots of bad guy stuff. Those are not the sort of things the general public invests in, but are very familiar terms within the security industry. 

I am familiar because I’ve been a user of computers since the late 70s and have watched the threats change around me. I’m also familiar because I owned stock in f5 (FFIV) which also had such protections. FFIV was easily overlooked, and then became in demand. (Bought it at about $3, sold at about $44, made a downpayment on my home, wish I’d hung on because at its peak over $200 I could’ve bought this house for cash. Just because it is overlooked doesn’t mean a stock won’t eventually become properly valued.)

Tego aims to find a slice of that market. I am interested because, simply, because we’re not using computers less. According to Google, the company was founded in 2019, which must have been tough because: 1) any young company can have growing pains, and 2) getting to work during the pandemic was chaotic for everyone. Analysts probably know easier subjects to research.

But what makes Tego unique? Without being an expert in the field that can be hard to discern, but their web site aludes to effectively more seamless operation: fewer platforms to log in to, autonomous operations, whatever they consider next-gen. Sorry. More research is required.

Tego seems to be a risk/reward case study. They are young and small, so their risk is greater. Their market cap is less than $100,000,000. That’s a lot of money to me but not a lot for a public company. Recent reports showed big losses, but also some product progress. This is their beginning, but investors are waiting and watching to see if any customer cares. The industry is measured in billions of dollars, so the reward is potentially great.

Unfortunately, products like theirs can be so arcane that analysts avoid them, and if analysts avoid them, then I am more interested in them. Their lack of attention can be an opportunity to buy when they are undervalued.

This other aspect may seem silly, but it is an encouraging sign. Some of the graphics on their page look AI generated. I must admit that I expected ultra-conservative, bland, lifeless content. Instead, someone there is at least aware of current trends. Glad to see it.

I wish I knew more, so I probably will. And maybe having friends who are interested will mean I don’t have to do all the work, alone.

I don’t know what’s going to happen; but, I hope they survive and thrive. I’ll be watching.

The video: