edit: an actual change in the fundamentals of the company...the only thing that hints at anything like that so far is the ticker...that doesn't mean anything to me..in fact, unless they announce something earth shaking to the contrary, the position of the company has been improving
there is something else...another opportunity that would, with a large margin of error, be a superior one..given how stupendously cheap NENG is, they would have to have some deterioration in the outlook, while something else would have to take on a better long term view