What has changed since $79 is that the stock price is now $65. You continue wanting to fight the tape.
What they have reaffirmed is not acceptable. Market is telling you that. The market is telling you that the expected multiples are still too high. Forget how things were previously, those multiples are not good going forward.
I've told you about the bad juju. Now we're into inertia. Don't fight it - it will continue to roll over and flatten you.