Lucara Diamond Corp T.LUC

The call

[Gerrywerry]

Anybody listen to it? Any opinions?  To me it  seemed   Steady as she goes  but definitely a bit meh

[Puma1back]

Well they held the capital costs for the mine at the previously stated $547million - have to say that their project mgmt seems well above average

[Gerrywerry]

It's impressive protect management.  As far as Clara and the government are concerned it is a gross understatement to say that we are jumping the gun. More than likely it's a ball of smoke

[AndersS]

Looking at slide 14 in todays Q3 presentation, the 2023 volume for Clara shown in the graph is 600 million USD resulting in revenue of 30 million USD.  2023 is only two months away now so either the graph does not make sense or somehting really big is soon about to happen for Clara.  

[Gerrywerry]

Alternatively the graph and the 5 year plan are a complete crock. Hope I'm wrong

[Gerrywerry]

Recently when I was talking to management they said "the lack of third party supply " was the problem .kinda obvious..the question is why that ongoing lack of supply and the only answer is that these elusive third party suppliers are happy enough with how they currently sell . Claras service hasn't seem attractive enough to them so far . What could change the situation the situation

[oldman17]

This post has been removed in accordance with Community Policy

[Gerrywerry]

I was a seller at 4 but  a buyer at 2 , thought it looked cheap . Hindsight !  . But as we are well into the underground  plan and fully financed don't see much point in selling as we may well not get to 4 again I hope after the build we will get to 2.