I wonder if we'll get confirmation either way before Christmas. A bit concerned that earnings this year are entirely dependent on a H2 turnaround. Lack of Urgent restructure costs seems fair enough but what if sales and marketing investment in Statseeker doesn't pay off. Also, would like to see some cash finally received from Statseeker this year. Still, I feel that they are careful capital allocators on the whole and so happy to back them especially at this price.
TCN Price at posting:
8.2¢ Sentiment: Buy Disclosure: Held