I have only been a holder for a couple of months. The recent action has been great, but this does concern me a little.
I am hoping it is an investment from someone who strategically will benefit us in the long run (e.g. Yahua).
I would be very disappointed if it goes to some random institution, at a discounted price, considering we have many quarters of cash available.
Also think we can discount the "based on a massive discovery" option. Surely if that was the case, they would have had to announce it prior to hitting up institutions.