re recovery16 Apr 2014 10:20
TS is generally upbeat which is positive. Personally think it will take 12 months to see it back on track again in growth terms. Some people have questioned management decisions to move into America and China in short order, which is reasonable, however I look at it that the diversification is good, especially with the weaker UK markets. Yes, added risk, but at the same time proper upside there as well.