In IH's case it looks like they felt strong enough to continue on their own and pursue their LENR adventures without the guy that taught them everything. Enter karma.
I don't think IH's position was ever that Rossi has nothing. It was that Rossi didn't transfer whatever it is that he has, and so (1) IH were unable to properly assess whether Rossi had anything, and (2) as IH tightened up its testing over time, they concluded that what technology was nominally transferred was a dud. In that sort of in-between area, I suppose it's possible to maintain hope that Rossi might have something if one is willing to look past a lot of sketchy behavior in making an assessment.