None of us know for sure at this point, but in this case, it's quite possible that the "other shoe" is an admission that the company was poorly managed last year and that there are numerous examples of inflated projections, premature announcements, inefficient operations, bad financials, etc. It's quite possible, however, that in this case, the solution is an entirely new management team.
As I said earlier over on RB.... I'm not celebrating today by any means, but it's mildly reassuring to know that things are happening. SEVU may or may not be able to weather the storm, but if there isn't a storm the new mgmt probably isn't doing their job.