I rate ACR as one of my better bets thus far and am sitting on...

I rate ACR as one of my better bets thus far and am sitting on more than 100% profit. However I still think it has far to go and am thinking of doubling up my investment (don't get excited guys, the buy would still barely be a blip in trade).

My problem is that I really haven't seen any good critical analysis of their position. Given the size of the deals and success so far this really surprises me. Am I just reading the wrong newsletters etc? Apart from some very light stories that contain mostly word-for-word the ACR press release, no one seems to be writing about them.