Solid assessment. I've been watching this one for a bit, and would have bought some also if it traded on any exchanges I trust. Unfortunately, it only trades on lame exchanges at the moment.
I'd still probably buy a few hundred bucks worth even at current prices, as I can see this one being priced at hundreds per within the next couple of years.
I thought it was good it went up like that even on an unpopular exchange, but yeah seems kinda odd somehow..