Why not "warranted"? The value of a stock is what someone is willing to pay for it. If lots of people are willing to pay more for it, the price will go up. Nothing "warranted" or un-warranted. Stock prices move on expectations, and SVA has lots of projects for stockholders to feed their expectations on today.
Your statement of "The value of a stock is what someone is willing to pay for it" would mean that you believe in the Greater Fool Theory. That's fine....it exists....I just wouldn't make an investment dependent upon it.
I don't think it'd be warranted because the chances of this being enough of an issue that it would provide large revenues is relatively small. That's not to say it can't, or won't happen. It's just not likely and therefore that type of share price would be unwarranted because share price, when valued correctly is driven by future revenues and profits, would be with the expectation of large future revenues, which again is not likely.