Welcome Mr. Littlejohn
And you might be correct about the buildout expense problems. One thing the PR failed to mention, or stated in a way that was very subtle, that seems most important; is these guys have been growing q over q over q over q with no sign of a slowdown and nowhere near any possible saturation in the niche.
Price rise will accomodate buildout with a finance deal. Until the price goes up, they have to finance and grow organically. A substantial price rise could allow a stock deal that might hurt some speculators, but the early birds should profit handsomely. Stock deals at this level would hurt us, and would likely destroy potential for any real gains on our holdings as they would stigmatize themselves as gross diluters. I'm keeping my fingers crossed on that score.