Primarily watching and seeing... haven't had alot of time to study the market/product. But if they are the sole player and get the JV's right, seems like they'd have a good edge. I'd have to research their patents/ideas more etc etc. Which can be very time consuming. Might trade the trend along the way, as this is getting more and more attention (correct me if i'm wrong).

How about you? been here long? bought in yet?