Member Info for LunaNera

It might take a bit more time to compile the results given that the JV is just gearing up.

It'll be very difficult to achieve lower results than in 24.

Unless there is something that escapes me....

Stoodio, it went as low as 36p IIRC

I often regretted selling well run companies. So I kept my position and had a lovely time backing up the truck to load up on discounted goods.

At 40p this was a real steal.

Hi Velo,

Good to hear from you again. How was your 'hibernation'?

:D

Leadership. It's all about the BOD. Look how well SLP managed the down cycle.

The next results should be quite telling. I am awaiting them with curiosity.

It would need that catalyst to break through that 70p ish ceiling with conviction.

So far my impression is that they BOD managed this transition well.

So let's see...

Blackrock had a client pulling billions from their fund.

That could explain their reduction in the holdings since they need funds for this exit.

Cyclical.

We are probably looking at the upcycle now.

The question arises how long this will last and when the next downcycle begins.

I don't think the upcycle peaked. This just started.

Yup. Supply and demand is what governs the price.

As populations increase, exponentially (or Fibonacci), we are facing increasing competition for resources.

let that sink in.

whatever the oscillations in the markets. our environment (planet) will hit the limits eventually.|

let that sink in.

Here comes the top-up opportunity :P

Whatever the market does, this is not the time to sell.

No. i'm fine with that, but interested to discover the impact of the JV on cashflow

Waiting on the JV news....

The MB have a very good track record issuing those dividends. Might not be immediate but it's becoming a distinct possibility.

Not sure how long that PMG burst lasts. We shall see.

Valuation is moving into sensible territory again.

One has to admire that impeccable execution with their JV. Terms look favourable too.

Agree.

It's a long overdue revaluation. It tested this level not too long ago.

Or it could be that technical golden cross signal that suddenly pops up on people's radar?

It wasn't me (backing up the truck) :)

This one moved in undervalued territory for a ridiculous amount of time. Not suprised.

Yup. you are right. my mistake.