OTCPK:TLSMF - Post by User
Comment by
dinkdestroyeron Oct 17, 2014 1:54pm
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Post# 23038402
RE:Just a thought
RE:Just a thoughtI really think the essence of the problem here is the lack of focus in this company and the overextended nature of holdings. The key to a much higher valuation is the sale of assets these extraneous assets that prevent this company from capital efficiency gains and help remeove debtload that depresses valuation. A couple of key sales could transform this company. Obviously, there is effortgoing on constantly in this direction but so far, nothing tangible yet. One day we will awaken to a pleasant surprise(soon I hope). Icahn isn't an obstacle because the company could easily be worth more than his cost if the right things happen. My bet is he will average his cost down anyway.