riding the coat tails is what an investment company does. Just like you buying shares in a company could be considered similar. They are in a much better position and lower risk position now as an investment company than trying to be producer/manufacturer.
you have to look to the long term becuase this is an emerging industry. It wont build itself overnight.
im not here to convice you either. Find your reasons to stay or leave. We can come back to this in 5 years time and see who is right.... in the mean time ill be accumulating