Miamisteve: I would imagine it is a combination of b&c. No reason to suspect they would have had a poor show. If they did we are in deep trouble. Key date is AGM and what info they are prepared to release then. This is a company that is going to be v cautious about its pronouncments going forward which unfortunately means less visiblity on how well or otherwise they are doing.
If AGM is positive will be interesting to see whether the share reacts. I won't be around to see the action, but am still holding.