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It is the only company that is already selling a premium product line in the market. It has made smart strategic partnerships with larger, complementary organizations. It continues to devote tremendous resources to R&D as it seeks to expand it's potential markets far beyond biofuels. They have spent money to protect that R&D through patents. These patents have been wide ranging, extending it's potential into medical, nutritional, agricultural markets. As many know, building up a portfolio of IP grants one a substantial moat against competition. I actually view this as a biotech play rather than a biofuel play for both the near and long term. Speculative? Of course. Foolish? Only in the best sense of this site.