Nice analysis, what is hard to determine is the potential profitability and therefore to value these stocks. For now, speculation is the name of the game.
thanks for the post, i'm no where near understanding this new sector and you are helping to clarify some things about it. i know enough to take a chance on this and have been buying dips in this area. wish i was here a few weeks ago to enjoy that big rise. hopefully you did and hopefully there's more to come. thanks again and please keep posting your thoughts.PRELF