Hi Silverknight / Noodles19 Nov 2012 17:26
Yes, Ups1de & I bought around 40p before the decent interims.
I have a reasonable holding for me (around 10k shares), and like its multiples (EV/EBIT around the 6 mark, I think analysts are forecasting), markets (over 60% outside UK now) and (not so sure) management.
DYOR and not investment advice, of course, but I like TRI so much that I have already begun to see it as one of my good 'uns to tuck away (rather than the fickle stuff I trade).
I am hoping that Noodles might have some insight into management and markets (he audited TRI some years back, I gather)
Noodles, for a starter, do you have a sense of how competitive some of the major markets segments are for TRI? and, without getting too personal, what is your sense of this turn-around double act brought back to "save" TRI (Diamond/Barker)?
atb
Jolly