My money is happily elsewhere making a little bit, obviously not making as much as I thought TSN *would* have made.
But I am a lot more skeptical about TSN now. ATMs in India sounded like a fantastic opportunity, for a while the whole 25% and therefore not knowing the details was excusable. But now, my opinion on that has changed - if you're spruiking the business and want to demonstrate the value that investors will gain, you would be doing your best to show those numbers regardless of the % ownership. The paradox of demonetisation, the value of the remaining 75% and the ability to get funding also doesn't sit comfortably with me.
I wont be re-investing into TSN until I can see some financial numbers, too many things are not as positive as I thought when I first invested in TSN back in Oct'2013.
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