Lemme tell you a story about the gold-exploration penny stock I made the most dollar profit on. I found it in March of '09 and bought some. The stock went absolutely nowhere for a year. If I had wanted to, I could have travelled down to its property, quizzed all the geologists and other employees, and latched my eyes on to every rock sample they had drilled. When that exhausting sabbatical was finished, I could have bought more at my original entry price!
All the time, the stock was flatlining, they were getting closer and closer to opening up the abandoned mine they had taken over. When they finally announced the news that a re-opening was a "cert"...well, lemme say that the stock's chart was a thing of beauty.
But I had to wait more than a year for the payoff. (In fact, to be frank, I sold too soon: had I held on, I could have made substantially more. This sidebar explains why I'm not a good trader. )
Real innovation and development - the kind that leads to a leap in value over the long term - takes a long time to be recognized by the market. There's actually an old stock-market term to describe investments of this sort: they're called "sleepers."
If you want to sunny-side-up this phenomenon, just tell yourself that the Market God is showing uncharacteristic mercy by letting you buy more at a bargain price. But you do need patience to play the game this way...