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#ASX Announcements
stale
Added 10 months ago

Lunnon released the Baker PFS highlights

Not surprisingly it is tiny but it is one small step. Massive IRR though.

Next steps are offtakes

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[held]

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#Bull Case
stale
Added 12 months ago

Don't wish to speculate but....

With a sneaky rally in the share price on no news last few days and finally breaking through $1 today, I can't help but think that Lunnon could be a takeover target.

Lunnon definitely in the right neighbourhood with Mincor

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Is however tiny compared to Mincor.

[held]

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#ASX Announcements
stale
Added one year ago

Probably like everyone else I don't spend too much time reading off the quarterly reports.

So I decided to spend some time on this one which I hold and saw that they want to put some LTI and STI plans to the AGM.

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From the most recent presentation, they are aiming to get a reserve established within the next 12 months. Don't know about everyone here but I think getting 15KT reserve shouldn't be that hard on a resource of 900KT contained nickel? Usually I ignore the AGMs but if I'm still holding by March 2023 I will oppose.

I bought thinking this had good management (former WMC alumni) and they really hit the ground running increasing their reserves of a former mine to what they are currently. But not sure now.

[held]

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