The platform is what really interest me. It appears to address a vast quantity of the strategic issues by TSI pre-CX partners investment. The model in my view is significantly better. If we pull of the whole 9000 new machines on a cost-plus basis, this looks more an infrastructure deal. The commercial risk of transactions etc is worn by the owner.
Cheers
TSN- Spec Buy. Target 6-7cents, page-370
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