We have launched coverage of Lucara Diamond (LUC-Toronto). We have talked to De Beers (AAL.L), Lucara Diamond (LUC.TO), Sarine Technologies (U77.SI), Petra Diamonds (PDL.L), Tacy Ltd. and private companies in order to come to our conclusion. Our target is based on a sum of the parts valuation. Our 34-page report outlines our views and is available to all Perspectec Institutional Equity Research Subscribers. Access to this report may also be possible on a case-by-case basis. Lucara Diamond – Perspectec Initiation You must be logged in as a 'Perspectec Institutional Equity Research' or 'Perspective on Technology' subscriber to view this content.
LUC.TO
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On Monday March 4th we went to lunch with the executives of Lucara Diamond ($LUC-TSX), including CEO Eira Thomas. The purpose of the meeting was to get further details into their new digital sales platform ‘Clara’. A one day study of the stand-alone Clara business gets us to a valuation of $2 per LUC share vs. LUC’s share price of $1.65. Login: Not a subscriber? Subscribe