I know that Mint Wireless doesn't have much to do with TSN - but if you look at the MNW chart and its current slide, maybe that'll give us some indication of this space...
I think there is plenty happening in this space globally, particularly with Apple Pay announced just recently. TSN are very aware that they need to act quickly, as well as cautiously. I think the wrong agreement or strategy could very well disappoint.
They may need to focus on the Utility and billing side of the market, as there may be more of a niche in that space. A lot of businesses around the world (particularly in India) still use pen and paper for their ledgers - and I'm sure it won't be long until this is corrected.
Mind you, I'm also under the impression that the micro-cap sector is being a little neglected, with the 'hot money' flowing back into the safe havens of the banks, telstra etc. Speculation is in a bit of a lull.
TSN Price at posting:
0.6¢ Sentiment: Buy Disclosure: Held