Thanks for that TenX - that is how I understood it all also but just wondered if I had missed a meeting, what with the large build on the buy side last week. Although I was initially attracted to TSN for its exposure to the Indian economy, the lack of available info as a minority partner and the changing circumstances in India about 18mths ago (and deciding not to go for full control of TSI) means my initial reason for holding have changed but I think there is a great upside in focussing on CS.
However, I still wonder about what spurred that buy side build last week...
TSN Price at posting:
1.0¢ Sentiment: Hold Disclosure: Held