I agree with you in general.
Regarding bashers, I have been recently concerned about the patently obvious behaviour seen on other sites bleeding onto this one. Although the agoracom system is not perfect, they are acting in good faith and being dilligent, which is appreciated.
Its still easy to say the same negative thing again and again and stay within the rules, but likely stiffling that could stiffle real debate, and its easy to gloss over learned known biases.
In the abscence of bad news the only way is up over the medium term. If no shorter term offtake or take out then they would have to raise money, likely after a run up by suporting brokerage.