Dan,trading is a difficult and often brutal pasttime. The mug...

Dan,
trading is a difficult and often brutal pasttime. The mug punter has to cope with an information deficit. You need to ask whether you believe the projections and think the company has a good chance of realizing its dreams - making the technology work and keeping the intellectual property long enough to snaffle big market share. As well as, realizing ambitions to do with silica and whatever else.
If the answer is no, then sell, yesterday better than today.
if the answer is yes, you think they can make it, maybe put up with some volatility. Either way, it aint easy.