Lunch and Valuation with the CEO of an (Unexpected) Disruptive Tech Platform

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.

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