Last year they were still growing at an impressive clip with few drawbacks. This year they have had some blips. The Rollock stock buy-out, insurance not covering their expenses, cash draw down in Q4, etc.
I want to buy more and believe in what the management is saying, but I just can't get myself to. I have 10k shares at a much higher avg price (~$10.50). I need them to prove that they are in a sound cash position before I go and purchase more. I'm ok missing out on a $2-4 gain as the long run potential for this stock is much more than $20+ if they hit it right.