It's a good & conservative opinion. All this really rests on the shoulders of the CEO. I think, personally, she holds the right amount of ambition & smarts to pull this off. I also think she's serious about her endeavor and isn't in this for the share structure.
What it's going to take to get this into dollars is a couple of things; auditing, compliance, and transparency - and, a few more nice-sized contracts. But, the news yesterday is painting a compelling picture that this is quite doable.
I am in agreement that slow & steady is the better course. Not that this stock wouldn't eventually fill in; I just don't care for a stock that moves too fast (unless I'm day trading it) as they tend to become too volatile & hostile for most investors/speculators/traders, subsequently elongating the fill-in. In the very rare cases, when a company has 'postured' their offering with an incredible business plan that is more objective based than threshold, how fast it moves becomes irrelevant for then it's merely a correction.
My plan for this stock, loosely, is that I'll hold her until she hits my long-term objective...then, I'll trade her like any other stock.