I think what's telling the most is that Jason is normally quick to ramp twitter activity on $VEC if the SP looks like it's going stagnant.. he's touched on WFE and 4CE a lot the last few days, not a lot on VEC... something tells me he's ok with the current SP and we all know it's being kept from running.
Wouldn't a lower SP be more attractive to an investor paying $10m etc?