IMO the business is improving, as we have seen many a time TSM like to move onto new projects. Once the Dixon's expansion has finished the business will become mature. Another point is that a lot of ASX investors have no idea how big Dixons is. Also Dixons would not give them such a strong footing within their operations if it was an underperformer.
Maybe a move back to Australia is on the card to replicate the Jura/Specialized models.
Who knows what they have planned but I am excited.
TSM Price at posting:
48.5¢ Sentiment: Buy Disclosure: Held
