RE:Two basic facts .......there's a different reason for the big SP haircut than micro. And that's macro, of course. Since Bomber's SP peak last year, investors have been dumping and avoiding stocks with any one of the following traits, and Bomber unfortunately has all of them: heavily indebted, GAAP losses, cyclical and small cap.
And now interest rates are making another surge forward (US 10 yr Treasury is over 4.3%, for example), so folks here should be careful with their long exposure, IMO. Unlucky timing, all this macro stuff, to be happening just as Bomber is proving out it's comeback.