Last time TSN went up to 0.040, all the news was with TSI's Indian ATM business. Good sustainable business, but nothing in comparison to the current wave of thought leadership demonstrated with acquisitions and partnerships.
The broth is potent and brewing now with DWX (Cyber Security, IDAM is a bleeding edge, big ticket business) Plus backing of a seasoned product co. Intuit (brand equity, maturity and $$$ might) is about the right combination for a new budding TSN, Few possibilities I see from my IT & India exposure and experience of 25 & 50 Years respectively.
1. TSI India, if it can leverage its physical money business (ATMs) with IT solutions (which it's trying in some shape & form) new initiatives like Mobile Payment solutions or a Payment Gateway, would complete the jigsaw and transform TSN into a formidable IT solutions provider.
2. DWX needs to leverage Intuit market reach ANZ wide, as well as enter the China / Asia markets with the experience and reach of the New MD/CEO Jeffery Lai. ANZ growth is a hygiene factor and must be met @ 50% + YOY considering the current low base of revenue. Expansion outside of ANZ would take TSN where it belongs (Among the leaders) Cyber Security, IDAM is a high margin sticky annuity business.
3. Intuit investment should not be taken lightly, as an private investor, this is a strategic move from Intuit, with wider positive implications. As a product company Intuit brings heaps of discipline & processes (apart from established brand equity and market reach) and I can see cross sell/ leverage which would benefit TSN directly (Revenue growth) and any increase in value of TSN indirectly benefits Intuit. Intuit would be influencing positively, this association and we all can surely hope for some great things in the near future.
The last spike of 0.04 cents would be a forgone conclusion, If I go purely accessing the moves TSN is making, my POV is not based on charts and stock market technical's, rather are based on how I see a company trying to morph into a Information Technology conglomerate. Please DYOR.
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