Member Info for lucentum

I can see some great news getting released soon plenty of steady buys someone knows something, can see these rocketing soon

that does assume that the 2nd interim dividend does not rise beyond 59p; I believe it will - if the 2nd divi also rose to 90p that woudl give a total divi of 180p/1600 = circa 7% which would not be shocking as gsk pay 5% and this company has some cracking prospects. I do note that although Berkeley stated the 90p dividend way in advance, last year an interim ex-dividend date was 20th March and payment date 19th April, then we have august/september and december/january's divis; so an announcement will be made soon regarding the next interim dividend to be paid and how much so we shall see - i predict 80-90p and then of course there is another dividend payout in september and they mots certainly will be paying out but they are keeping their cards close to their chests as to what the payment is and when the x-dividend date is to avoid carpet baggers

revenue to December 2011 was £231m and 2012 £143m - any predictions as to what revenue may await us for the results due in March 2014 for year to December 2013. to Q3 sales were £65m, so i wonder how much they have made up in Q4 - i gather production/processing was at an all time high so I would hazard a guess that Q4 brings in £40-50m we will soon see

there is of course the caveat that even when the reorganisation is completed that the mine which was bought for €1 may be deemed unviable/not possible to be profitable; however the possibility of supplying 80% of finland's plutonium for power plants funded by cameo should really be an asset for talvivaara - granted they won't earn from it until the cost of teh plant is paid back but it cost them nothing. question is whether with nickel prices as they are costs can be reduced to make extraction profitable; wit regards to gold miners they have no problem in reducing costs from $1200/oz to under $1000, but but what percent do talvivaara need to strip their costs to be profitable? i have no idea all will be revealed after the review which is due to be published in march; what is certain is that the Finish government do not want egg on their face but other than allowing every chance for the company are in the same position as shareholders. if it's thumbs up then i assume a rise in the share price will be in order - they have already laid off loads of staff so are not messing about i have to say.

seems to be very little downward pressure toward the dip to the $1100's we saw last year, the USA having been requested to return Germany's gold have refused to even allow them to view it and have only agreed to ship a small portion each month back - me-thinks they don't have it and will have to buy on the open market in competition with China - we shall see but what is certain is that they have to return the gold to Germany whether they have it or not; wonder if it was sold to pay for Obama care.

gold dipped below £1200 once but the trend is up quite obviously because it cannot be supplied by many miners for under $1100/oz

I don't think the write down of an investment by a third party is bad news but simple accountancy practices whatever plutonium is extracted up till 2024 will still be sold to that third party as per contract. ultimately the government owns 17% of this company; the plutonium extracted could supply 80% of Finland's needs;indeed the value of Nickel has dropped and so the question remains whether it can be extracted profitably at these levels - granted currently extraction activity has ceased and only refinement is currently taking place. we shall see at end of march whether this company is considered viable or not. the previous owned pulled out but as with fracking new technology came in and extraction should be economically viable

yes Q4 and full year results are due on 27th February 2014; should be good for the share price all creditors bar one is on board with re-organisation half the staff have been laid off and they have new board - will be interesting to see what production costs are with the reduced staff and other cost saving measures. the production halved in year end 2012 so it can only go up and with full backing of Finnish government which they have this share should recover well in 2014

am in here at 8.40p for not as much as elliott but happy with my punt

extraction costs above $1200 this company is unviable - anyone thin otherwise

gold up from $1235 to $1265 wonder what caused the sudden jump?

http://www.globalresearch.ca/federal-reserve-they-do-not-have-any-more-gold-paul-craig-roberts/5365933?utm_source=rss&utm_medium=rss&utm_campaign=federal-reserve-they-do-not-have-any-more-gold-paul-craig-roberts

no brokers recommend anything less than 16p and thats no great surprise as at 16p with an 0.80p dividend it's still on a 5% yield and even at 18p it's on a 4.4% yield. add to that the increase in dividend this year of 57% if the dividend increases again next year by 50% which it could well do with the ramp up in production and cost savings you are looking at a 7.5% dividend at 16p if the dividend did indeed rise to 1.20p I would put the share price at 24p with canccord previously predicting 20p i can see them uprating this share if products increases as it has done and the dividend increases as i suggest

differing brokers recommendations with one predicting 1800

sinking back down to 8p again with the uncertainty of the elliott loan, looking like people are not piling in with anticipation of good news

wouldn't worry about striking south african miners with this share as pay deal agreed in October 2013 is valid till June 2015 http://www.lse.co.uk/share-regulatory-news.asp?shareprice=PAF&ArticleCode=q6kjq6aq&ArticleHeadline=Wage_negotiations_successfully_concluded_at_Barberton

brokers recommendation today upped to 2587 by Deutsche up from 2358 on 16th december, so they have stuck 230p on the forecast. liberium capital forecast 2634 in October and have stuck to it. other brokers panmure gordon, HSBC, UBS Davy and Jefferies forecast, 2200, 2235, 2250, 2252 and 2018 respectively yet still large traders appear to disagree with brokers forecasts with one trade at 1635 gong through at £934.82k i do wonder what those brokers tell their clients - presumably the entity that bough £934k didn't take their advice or the advice they were given perhaps verbally over the phone was different

new recommendation up from 16p to 18p - be happy when they reach 16p - 18p is fair perhaps conservative but fair

raging bull is back

indeed they don't like wasting money which is a good thing http://www.panafricanresources.com/ 17th feb it is then for the half yearly results, ca't wait!