Member Info for LunaNera

I don't see this issue as one that endangers the intrinsic business proposition.

Yes, I'll wait.

In the meantime, it could be a welcome opportunity to increase or take up positions at favourable valuations. One seldom has that opportunity when everything is smooth sailing.

The decision is up to the investor.

If the business is broken, then selling is rational.

I see this as a temporary adjustment. Thus I hold and consider topping-up opportunities.

Time will tell.

Dividends are tax-efficient means to draw a salary. Given the size of the shareholding from the board, I would not discount the fact that they missed the deadline for special dividends.

In my books it merits a bit of patience up to July.

So far the company showed exemplary stewardship. whatever the weather, good captains sail their ships successfully.

What's the divi going forwards me wonders...

It is more realistic to work with existing infrastructure first, esp at the levels we depend on it.

See Warren Buffet's thoughts on this matter.

The low hanging fruit is with tighter emission controls (not just cars, but also power stations and industry) and near zero carbon synthetic fuels (these are tested in aircraft as we speak).

Claiming that toys with a huge upfront carbon footprint are the solution, is irresponsible.

Not really. Nov would be the interim. Did that change? So far I can see July as the final date.

Be grateful for the opportunity.

Is the company broken? no

Has the ownership skin in the game? yes

The boards salaries are quite low. Dividends are a tax efficient upside.

Companies go through cycles beyond their control. Me reckons they have staying power.

You won't get shares cheap unless there is some minor disruption.

If that drops to the 50s then I happily add without hesitation.

Indeed dubzy

And whilst they were at it, they also explained that they did not anticipate these high levels of prices to continue ad-infinitum, ergo the cash balance for situations just like this one (or the one to come)

Hi cautionyourblast.

Have a look at Toyota's view on EVs. They maintain that the only feasible solution is hybrid.

Sylvania is still a relatively small company, with plenty of room to grow/expand. It's a bit of a leap of faith, since it depends on how well it is run. Thus far I was quite happy with how well the business is managed. The BOD has my full confidence and support.

Leadership counts.

As far as my take on the future is concerned: we would need to see a lot more will to build infrastructure to replace ICBs (so far it's lacklustre). There are many questions regarding the feasibility of moving the economy onto EVs in such short space of time. Supply of raw materials and the associated high environmental costs of their exploration are another.

I would not be surprised if eventually higher emission standards are rolles out, forcing existing ICBs to upgrade their catalytic converters as well as stronger emission controls on power plants (and other relevant parts of industry).

The time frame quoted by governments is unrealistic. Governments were never competent and efficient. Why, all of a sudden, should they be now?

So I keep holding and adding judiciously when prices are tempting.

Indeed.

Once reality is back in fashion, people might consider stricter emission controls as a viable way forwards.

There was never a reason to sell unless one is into timing price-actions.

Https://www.edisongroup.com/research/chrome-ore-and-pgm-treatment-joint-venture/32591/

What's your time-frame?

Mulder,

Don't confuse critical thinking with being 'negative again'.

You can cancel him (filter) at your leisure, I doubt that removing yourself from a feedback loop will lead to satisfactory results though.

THS is about 2 years older than SLP. A lot of things can happen in that time-frame.

Investing in competent people usually leads to good results.

I enjoy your treatise of the numbers, but I do notice that the human element is missing. And business is all about that. Humans.

So, how does the THS borad fare vs the SLP one in your opinions?

Indeed. "The aim is to pay a dividend of 2-3p in November".

Quite a cut from the previous 5p though.

Pondering whether this is another welcome opportunity to increase my position....

I wondered about that.

This is still £7,634,800 - £2,871,860. So £4,762,940 worth of shares left to purchase until Sept.

Hi sheeffieldwols

I agree with you agreeing with me ;)

Indeed, 3,624,275 shares at a total sum of £2,871,860.81 have been purchased to date. No purchases in July so far.

Plenty more room (and time).

Interesting.