Starting to feel a bit uneasy about the lack of clarity regarding these roadshows and the company objectives in general. Bit weird that some days we'll get 101 posts from some posters and then the day of and after meeting management we get barely a peep. Can't work it out.
I hope I'm just being a bit paranoid. I certainly only have a toe in TSN but can't bring myself to make any more commitment. Something feels a bit fishy. Probably partially due to the opaque nature of the shell holding of a private business, but certainly the feeling that others have access to information I am not privy to isn't helping.
I appreciate martyw posting the slides - makes me slightly less cynical as to whether TSI actually exists. I hope it is just the C group selling that has kept a ceiling on the price (selling into the news) but seems a bit weird that the SP has reacted to the possibility of 20k more atms. That would mean more atms under management than the total number of atms in australia.
The market size and opportunity is keeping me in this one but I would really appreciate some clarity regarding managements intentions and if there are any specific intentions behind the roadshow at this point in time. Would love someone to be able to reassure me.
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