Hi all
This is speculative but to me logical. JBH has had a good growth in sales (particularly in electronics) and TSM is pretty well linked to JBH with its in-store offerings.
As such, I see the JBH results as a good sign for TSM. I loaded up at 70c. If I had spare cash I would be keen to get some more TSM at current prices (i was more keen when they hit 48.5c on friday!!!). I didn't see the drop coming at all.
Never the less, TSM seems a good business and I have confidence going forward.
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