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.
This has transformed itself from only cheque writing into back-office for financial companies. Made a big US acquisition last year, which was a favourable move. She is watching this, because she wants to see how the integration plays out.