Anyone can um and aw about "the potential loss" of funds...

Anyone can um and aw about "the potential loss" of funds revenue, but it is still "potential". And not a key component of their rev.

With their asset base and other revenue streams, they are way under valued.

Property values are back on the rise, so give it 6-12 months and no one will believe how cheap these guys were.

The market will work it out eventually, or they will be bought out, just like TSO who was substancially undervalued. (though their sale has not been agreed to yet).