Obviously the decline in Bitcoin price directly affects the value of DCC's "cash reserve" . I feel they should have held onto BCH: they would have had a one-to-one BTC to BCH holding after the fork and any "transfer of value" from one onto the other would have been perfectly hedged.
I know it's gonna sound pathetic from me saying it now, but when I first read about Bitcoin Cash, I immediately thought it's just a question of time when BCH will completely "replace" BTC. My understanding of BCH is that it's basically a massively improved BTC, allowing for faster transaction processing and many other improvements. And it runs on the same exact ledger (Blockchain).
Yes, DCC is in a position to make a long-term impact and I still think the company will hit 50 cents sooner rather than later.
But the decline in BTC and appreciation of BCH is a strongly negative factor for DCC: specifically following their last ann, when - as you say - they disclosed they only held 4 BCH.
Unless BTC recovers, I am afraid we'll see red on Mon.
