That was the first thought that jumped into my head when it was first revealed on here that the NKF presentation had been canceled, (at first I was skeptical and thought it was still a go. 

So was it because there was a development of some sort behind the scenes e.g. an imminent deal with a buyer or partner who for some reason did not want the presentation to ahead? 

Of course a number of other possibilities have since come up far less bullish in nature, but I'm still hopeful.