A great overview and thanks for thinking the situation through 'out loud' - really appreciated.
My view is that the strategy of building TSN's own business line that has the potential to feed into the Tsi business is wise given the rapidly changing/evolving nature of banking and financial transactions. Cyber security certainly holds lots of opportunity if we can build the business quickly. As for the TSi prospect - for us based here in OZ there is the challenge of understanding the Indian culture generally and more specifically the Indian culture of cash, transactions and government banking policy - makes for a exciting investing decisions.
Amongst many of the reasons I am deciding to hold is the unique knowledge and experience set of the TSN/Tsi team who not have a strong background in all of the key business areas but also a unique combination of cultural knowledges and experiences across the countries that we are focussing on.
That said, while I am understanding of the calls for patience, I really think that quick moves and deals need to flow if the opportunities are to be grasped. So, by the end of the year, wouldn't a great goal to have completed one more acquisition, pulled off a couple of great deals to sell these services/products to a coupe of big new clients, seeing the SP move up to 5c and have developed a bold plan for the Tsi buyout and integration and expansion of the combined business!!! Patience?? Nup! High expectations?? Yes!
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A great overview and thanks for thinking the situation through...
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