They are already giving you a lot of information. The loan was a bit premature. The subcontractor deal certainly was. They can't change the fact that there are a lot of uncertainties and things are evolving all the time.
Perhaps the things they can't discuss, the things we do not hear about, are even more important. Perhaps they are considering selling HU. Perhaps they are considering another convertible bond for $10. I can't imagine that they are passively waiting from someone to invest $100M in Triway. Because it's not going to happen, and the market doesn't care one iota about appraisals. I hope they realize this. So they have to be looking at many alternatives. And there should be.
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