We don't need more Gen1 hash power, financials or updates. We need to get out of the ASIC stone age.
That said, I'm sure Friedcat is painfully aware of this fact and the dip in AM valuation is only temporary. I.e. it might be good time to buy some shares @ <1 BTC. The sellers will have paid their reinvestment fees for you and you will be able to reap the rewards in the future. (Assuming Gen2 will be competitive for at least a quarter or 2)