Stock price when the opinion was issued
He bought more when it fell because it was massively discounted. Also, management gave very poor guidance about what was happening to a lot of their businesses. Feels their core businesses really has good opportunities on the FinTech side, in the US specifically, and the stock can slowly go up. Pays a decent yield.
Has a really boring stable business of cheque writing, which is shrinking. A recent software acquisition has facilitated bank loans, which has been a big win for them. As they continue to integrate and develop, it will continue to create synergies.