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Lundin Mining: Vicuna Results of Integrated Technical Study
Uxmal Mayan temple
John Rosier
8 hours ago6 min read


Rosebank is in talks about two potential acquisitions
The mountains above Oaxaca ((3200 m)
John Rosier
1 day ago1 min read


Weekend Update: Another crazy volatile week
Monte Alban, Oaxaca
John Rosier
3 days ago2 min read


EssilorLuxottica Q4 Results
EssilorLuxottica SA (ELP, CAC 40, Market Cap €115bn, Price €248.75p (£217), currently 2.3% of JIC Portfolio) https://www.essilorluxottica.com/en/ Great Q4 results today. Share price was up 12% in New York. Again, I'm in a rush (on holiday), so I have asked Gemini to look at the results for me, which are below my conclusion: Conclusion: Strong top-line growth, driven by smart glasses (Meta and Nuance). The outlook statement is positive, driven by further growth in the smart gl
John Rosier
6 days ago4 min read


Good news from Fireweed
Fireweed Metals (TSX: FWZ, Market Cap C$ 772m (£415m) C$ 3.66 (198p), currently 3.1% of JIC Portfolio). (In the portfolio view in my Investment Diary, I show the share price converted to sterling. www.lundingroup.com www.fireweedmetals.com Yesterday, while I was out sightseeing, Firweed released some good news. HERE My view: It shouldn't be underestimated how important this agreement is. No agreement, no development. It is also a testament to the hard work of the Fireweed t
John Rosier
6 days ago3 min read


