What they usually do for companies that are not cash flow...

What they usually do for companies that are not cash flow positive is when they get to lows they pull it altogether

like WEC, CDU in the past

but companies that have cash flow but have been severely up the creek at times they hang tough with such as ARI
AIO GMG with margins of 55% to 70%

they rode AIO all the way down to 38 cents with a margin of 70% and ARI to 50 cents

maybe they have done their DD and fell comfortable increasing ours