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@Velocio
Your question seems to ask two things:
1) What has changed that justifies the increased valuation?
2) What has changed that justifies further investment?
I agree that the cited post doesn't answer both parts, it only answers the latter part.
But I do think it's been answered already, and to avoid re-hashing the same points I'd still point at the answer I already wrote for #1: http://www.lfgss.com/thread108508.html#post3656819
Is there a very specific thing that you want to know that isn't answered already? Or rather, if I've not answered already could you re-phrase so that I know how to answer.