I think it is just the general skittishness the market is feeling about miners that have not yet proved they can mine profitably. We don't yet know if DCN is making money (I am pretty sure they are if they on track to hit their forecasts). Once we get confirmation that DCN is the real deal (and not another GCY or BLK) the company will re-rate. It is a gamble, but one I feel comfortable taking.
Ann: Half Year Accounts, page-26
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