The platform is what really interest me. It appears to address a vast quantity of the strategic issues by TSI pre-CX partners investment. The model in my view is significantly better. If we pull of the whole 9000 new machines on a cost-plus basis, this looks more an infrastructure deal. The commercial risk of transactions etc is worn by the owner.
Cheers
TSN Price at posting:
2.3¢ Sentiment: Hold Disclosure: Held