i tend to think that this is a valuation reversal... excluding the ICI investments, this thing is trading at roughly 8x forward, when the group is at 14-16 vrsus its own averge of 16... usually a bove group. You can easily get 5 to 7 bucks in the near term and i think the market is starting to realize this (barring any more bad news - which we hope keeps quiet)...

 

Also a take out at these levels is not far out of the realm of possibilities.... or an activist trying to get a seat but that is a stretch. 

 

You also get paid nearly 3% to wait which is not a bad deal... This week was a good week... just hope the market continues as a little beta helps the name as well.