Lack of clarity
Investors who want Crew to go ahead with the 4-year plan probably think the plan will not go ahead due to the low prices of natural gas and the inability of hedging future gas prices at a reasonable profits.
Investors who prefer not having a 4-year plan are scared that Crew will issue $300M of debt at more than 10% and will bring back the balance sheet the way it was 3 years ago.
Anybody who wants dividends or share buyback will look somewhere else.