TSM 0.00% 35.5¢ thinksmart limited

a hidden gem at the right price about to run

  1. 371 Posts.
    I have just re-vistsed the IPO prospectus and looked at recent results.

    This is a very good high ROE/low capital req'd business with good cash flow generation.

    Expect it to pop once the instos complete their exit.

    Great buying in the mid 20s!

    cheers

    PS...JP Morgan over priced the IPO materially but hey that was the great bull market. Not as bad as their IPO of QRX Pharma though!
 
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Currently unlisted public company.

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