Also it has sensible board that is showing it can deliver while reducing costs. Extremely low debt and excellent cash will give them great borrowing rates.
Now that mainland Europe is recovering they can take advantage of Dixons' other stores.
Maybe US expansion.
Looking bank-ish to me. Yield still above 10% based on full guidance being met.
TSM Price at posting:
51.0¢ Sentiment: Buy Disclosure: Held