One thing about this company that has always made me hesitate is that they are working in Africa. Granted it is well removed for the moment for most of what is going on over there, but one thing history has shown is it don't matter where in Africa, it can get crazy very fast and screw up the best laid plans of mice and men..... even when there is no revolution going on, Africa is a tough place to be productive.
I do like your thoughts though, similar to mine for a lot of the same reasons.... hopeful we are both proven right and this thing pulls it off.