Wait, 4 years is forever. You can BANK on it that larger Co's will move into the sector, co's with huge capacity, infrastructure, and marketing.
If your time horizon is 4 years, I think you are setting up for a BIG trap. YMMV. Best of luck. I'll likely be holding some in 4 years, but if this is more of the same till then I strongly doubt if it will even do much.