Member Info for LunaNera

Hi Quiggers

The JV is at a 50:50 split.

Some analysts expect about 17p+ to contribute to EPS.

HTH

Hi sherminator

competent management. goes a long way. esp in downturns :)

Was very happy to have had the opportunity adding another tranche at 0.41 p not too long ago. let's see whether my patience pays off...

I'm not one for charts. But I could not help taking a look.

Is there a bullish cross forming? (seen many of these disintegrate). Seems to hold solid still way below of where this should be. Has it moved along with the now higher Rh price over the last few months? Markets aren't perfect. Some lag, some are hopelessly ahead (to their own peril). But it looks like some interesting price action ahead.

I still hold and used weakness to expand my position. But boy does this one scream undervalued at me.

Maybe bangrak can chip in? Love to hear your thoughts mate.

I wonder whether we don't have buyers who are looking to cushion their portfolios against market downturns, and hedging against inflation...

It's called value compression. they can be rather interesting situations.

thick skin is required but that can lead to satisfactory results.

it's a cyclical industry. loading up on down cycles lead to stunning results provided one has confidence in management.

i do have confident in management. the evidence is visible in how they survived the down-cycle compared to the field.

anyone care to name someone that did it better and why? happy to hear ;)

I would not rely on Trading View's whatever.

If you want something to decorate your wall with, that'll do. But when it come to appraisals, DYOR.

The situation is rather interesting. Without raw materials, zilch happens. Even the over hyped AI chips, although fascinating, won't work without that bottom line support.

We shall see.

Time to top up? me thinks so...

When?

Well, you want to buy them when sentiment is low. don't ya?

and so he did.

feeding into sentiment helps.

Indeed.

It's disappointing to see how labour is approaching and otherwise sound proposition: affordable energy for everyone.

This, BTW, was a major milestone as early as the 50s and 60s.

For any transition, the key is to work with existing infrastructure first. There is a lot of scope too. Stronger emission controls for combustion engines or industry like fitting more potent catalytic converters and policing this is way cheaper and achievable. It's also realistic.

There are too many question marks around the 'alternatives'.

Eventually, we'll get there.

But it needs to be realistic and feasible. Not 'prima facie'

We can improve what we currently have, and so we should...

You did indeed. Well done.

EVs failed by now.

For that to be viable we need nuclear. That vision was established as far back as in the 60s.

Looks the the lobby groups established to discredit nuclear. Many of them trace openly back to standard oil (hello friends of the earth).

how is all this going to work out? it won't.

thus, I enjoy the discounts when the happen until reason reappears.

Cyclical.

carpe diem and know why you are taking a position.

otherwise, stay away if you don't see the bigger picture.

Nothing on iweb thus far.

Why all this faff re taxation of dividends? In many jurisdictions, payouts from capital reductions are treated like dividends.

Why would a company even care about the potential tax status of its shareholders?

Is all this trustworthy?

Reality is knocking on the doors...

Most of published 'research' does not qualify as independent.

Maybe the BOD could explain as to why these services are necessary?

Not that I don't think that the company is well run. Au contraire!. But is this distraction (and expense) necessary?

Indeed Quiggers,

Let's see where this bottoms out. They've been operating successfully at these levels before. I don't mind if other miners pack it in.

Am happy with that divi. Better than anticipated.

Best

The cash pile is needed as a buffer. its in the reports.