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  • Lundin: The Biggest Family in Natural Resources
    @ValueInvestor: LMC took a substantial goodwill-writedown on the ezm acquisition which would signal that they rather overpaid for it. and zinc prices have gone sharply down ever since. Coupled with the surging euro that was as bad as it could possibly get for eurozinc/lundin. so i would very much question your interpretation.
    Aug 01 03:38 am |Rating: 0 0 |Link to Comment |View article
  • Lundin: The Biggest Family in Natural Resources
    Hi graham,

    interestingly, you don't say a single sentence about Lundin Mining (LMC). What do you think of it? a newbie investor who never heard of the Lundins before might come to the straight conclusion that investing in LMC was similar to the stellar deals of the past that you named. But then again, LMC is down 60% from its IPO price. What gives?
    Jul 31 11:35 am |Rating: 0 0 |Link to Comment |View article

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