RE:an updated overview of the De Beers / Botswana Intersting, this would add huge volumes to Clara.
"Perhaps Lucara can play a role there. Lucara is looking for third-party suppliers to sell rough through its Clara platform, which it claims is an innovative way to market goods according to the buyers’ polishing needs. While Clara has been a slow burn for the company, Lucara still claims that diamonds sold through the system gain a premium.
While HB Botswana clearly plans to increase its manufacturing of rough to polished in Gaborone, it may have excess rough, through its deal with Okavango, to sell through Clara. A speculative scenario in which Okavango supplies HB Botswana its run-of-mine supply, and HB Botswana places a portion of the non-specials from Okavango on Clara, while the Belgian company sells the specials of both Okavango and Lucara, might not be farfetched. At press time, Lucara did not reply to a request for comment on whether it was in talks with the government or HB Antwerp for such an arrangement.
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