What Marin Katusa wants you to see:
HEY WOW LOOK AT THIS SHINY THINGS AND THEY ARE EXPENSIVE AND CLARA IS THE FUTURE AND IMPOSSIBLE TO COPY AND ISN’T IT WONDERFUL!
What IKN wants you to see:
That and the 4q18 net loss. And the inevitable upcoming capital raise (because it’s now clear the Karowe capex isn’t coming from op profits). And the obvious impairment these hoodwinking book-keepers are building into the carry (how can a fixed asset that loses money be valued higher every quarter?). We could continue, but the jokers who want you into this slowly sinking ship are betting on you never bothering to look at its financials. Anyway, enjoy that 2.5c dividend.