TS03 Inc Trust Units TSTIF

Stategic Value?

[Blue_Sky]

The reason I harp so much on managemenmt and their inability to show any meaningful traction is beacause if there is in fact real strategic value at this company and a real competitive advantage to the VP4 then the company will have value to a larger organization (as has been discussed at nausium on this page).  However, if we cannot sell, install and ship consumables then we remain a sitting duck at a US25 M market cap.  Many of us (myself included) have owned these shares at much higher prices and believe we are significantly undervalued despite the incompetence of the bod and its management team.

One example of a large organization swallowing up a much smaller company for its tecnological innovation was a recent acquisition made by fintech giant Visa.  V purchased a small UK based company called Earthpoint for $205 M or 4.5x EV/Revenue.  Although this transaction has absolutely nothing to do with healthcare or sterilization it shows how there are much smaller, technically sophisticated companies that can help larger firms address a growing market.  Earthport offered a lower-cost (sound familiar) alternative to traditional payments systems.  This better tecnology (also sound familiar) will allow V to be better positioned to service a large and growing international payment/transaction business that they otherwise were having trouble penetrating (ring a bell here?).  This area of V's business is growing by gretaer than 10%.

The shares were trading at 7.5 pence, V is offering to pay 30 pence or a 300% premium!!  All for a small, niche technology vendor with one product, declining revenue and rising expenses.

So despite what Dr. Crash has to say (Crash is most likely one of Rumble's farm hands), if this team and BOD don't get their acts together soon then we continue to be at risk of a larger more sophisticated industry participant taking a run at TOS.  Would anyone be really happy with a $1.40 for their shares (300% premium)?  Thats a US$95 M deal and for anyone in the space thats a spit in the bucket.

Where's a sales update already?

sincerely;

Blue, Aimee, STK and all of the other posters I represent on the board.