No underlying problem. It was an asset write down. They are required by regulation to value their untapped reserves base on the average cost of oil during the previous 12 months. It doesn't take a rocket scientist to realize that if oil was $100 a year ago and now it is $50 the asset value of those reserves is worth less henceforth the loss.
To further make my point they have a 16 Billion dollar book value based on the amount of assets they have. Do you really think you can buy a 16 Billion dollar company for 1.5 billion right now (the current market cap) and everything is valued correct?
Do those percentage increases include the numbers from the NG Advantage acquisition? I would think 18 truckloads going to the Ticonderoga Plant per day would make up a pretty good portion of that "increase". Long but getting frustrated.
The one thing I like is that the early adopters like Raven and Modern and UPS continue to add to their flleets in the LNG market. By this one would have to assume they are happy with the way things have worked out so far.