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.
There was a big drop off that took place in late 2016, and then it partially recovered. He understands that they are in the middle of talks for a buyout, with the price being close to where it is right now. There is not a lot of potential.