Hi Tom,
I do really feel your pain. My comment here is not answering your question as I have been disconnected from this stock for some few months. I still hold the shares by the way, so I am not of those people who post messages on the company without owning a single share. I question those people who spend so much time on something which he has not and does not plan to have a relation with! that's against common sense and believe me, no ones cares more about your money beside yourself. There are no white Angels. For many people, the pleasure of watching people going downhill is more gratifying than the opposite.
My assumptions from reading your post may be wrong, so do forgive me If I got it wrong. But I want to challenge you to something more important than the fundamental analysis of a single stock. Am I assuming correctly you were too overweight on this single stock? What rules or strategy do you apply on your investment? These are key questions as I often see to many good people putting too much allocation on a single stock with great valid reasons behind it. I know a guy who did great in such approach but I know many more who had their fingers heavily burned. From seeing other people and from myself I realize that the odds of such approach are as similar as black jack, there are so many unpredictable events that the luck component is greater than what we want to admit. Now, having 20 or 30 of investments and doing well can be hardly seen as a fluke. Beside, a loss is easily absorbed unless you were to focused on a market/sector that is crashing.
Personally I am holding the stock. I have a small proportion of my portfolio free for small speculative stocks, but for sure their performance has been underwhelming. If you get excited you are likely to lose money for some reason. My boring investments are the one making money... I guess life is supposed to be boring :\
