Have been going through past quarterly statements for KNO, and ARR figures have me scratching my head.

ARR was $2.8m as of March 31, 2019 (link)

ARR was $2.9m as of July 1, 2019 (link)

ARR was $2.9m as of Oct 31, 2019 (link)

ARR was $2.9m as of Dec 31, 2019 (link)

FY19 ARR is consistently shown as $2.5m on these statements. Moreover, there's been essentially no growth. What am i missing here?

Fair enough, like I said I hadn't compared today to the 4C (looked at it a whole back). So yes, not sure either then! Either way better up than down and interesting point about the next 4C...

I think part of my reticence to top up lately on KNO and other stocks relates to general market volatility/uncertainty.

Shivrak, I haven't done any sort of comparison yet on what exactly was released prior compared to in today's announcements (too many other reports I'm behind on). However, perhaps - and this is pure speculation - the SP rise is due to post 30.06.19 developments. See KNO's comments/chart re the ARR increase over July and the increase in the cash balance since 30 June and the reasons why.

What do you think?

Also, perhaps Wini will have some insight as well once he gets a chance to look at KNO as he seems very across it (but is obviously occupied with much more important matters at present! And hopefully all is going very well.)

I'm trying to decide whether to engage in a small top up but am hesitating on pulling the trigger, rightly or wrongly.

I can't see anything materially new in the AR and commentary released today, yet we're up on open – have I missed something, or is this just newcomers seeing value?