Nice post and great DD and analysis. When retail in the US gets wind of fnf taking off, probably, when over $5, they will invest long term to get some of that money they lost in their real estate investments. Payback for having to live through the great recession.
When FnF is hinted to be restored in DC, these GSE's will explode. I know Senator Reid is for restoration. Nader is also still working behind the scenes, probably along side Berkowitz and Ackman's team of attorneys.