I agree with some of what you have said the #1 reason is the amounts... 2 years ago the expectations where for double of what they where... We disappionted the street once they remember this,,,, we will need to wait for 3 months... however other events can help us a great deal...
1.) seeing what Phiilips payed 22 mill or more because of the markman... we saw 22 million was aksed early ,,, what kind of premiuim did they pay if any...
2.) a PR or guidance that tell a range of signings...
3.) Immediatly pick 3-5 more large compmanies and start the EAst Texas shuffle...
4.) JV or Purchase of other income /profit rich company....