While its tough to predict exactly how much value remains to be created around these more novel targets, its fair to say that if history is any guide it should make for fertile ground.
We currently in the U.S. are using ethanol in engines detuned for low octane gas. (actually, using 10% or less, ethanol as most cars do now, the mpg loss for ethanol is not as great as the Heat Value would predict either).
Everyone running money then owned tons of IBM as a growth stock, but nobody I knew dared to predict that IBM would one day sell at book value, or that the market would sell at eight times earnings in 1974.
