Luke Sinclair

Building Canada's first lab grown diamond manufacturer. Expert at making mistakes and trying to learn from them.

[Jurassic Capital @CapitalJurassic]

$ZTS looks pretty damn cheap here, massive discount to peers, $ZTS has the best scale, network, & R&D, about 50% larger than Merck AH, and over 2x the size of levered $ELAN

[Luke Sinclair @luke_a_sinclair]

@ToffCap @ClarkSquareCap Looks interesting. Any worries about customer concentration?

[Luke Sinclair @luke_a_sinclair]

@callmehouck Lead

[Luke Sinclair @luke_a_sinclair]

@rflrueda @PaulAndreola Agree debt load is too high. Upside story as they pay it off over next 10 years. Risk is they can’t, but BDC and FCC are very flexible lenders.

[Luke Sinclair @luke_a_sinclair]

@rflrueda @PaulAndreola Effective monopoly on decaf. Debt went to expanding capex/new facility which expands capacity by 40% in 2023. Low interest rate (sub 5%). Currently operating 2 facilities. To save $2M per year in 2024+ when they move to 100% new facility.

[Luke Sinclair @luke_a_sinclair]

Zone Économie : premier diamant synthétique https://t.co/WtxaEsHw5C

[Luke Sinclair @luke_a_sinclair]

We have been building the first manufacturer of lab diamonds in Canada
https://t.co/OojToryFdT

[Luke Sinclair @luke_a_sinclair]

@PokerWithRiske pocket 2's #heartofthecards #believe

[Luke Sinclair @luke_a_sinclair]

@POTUS What do you feel is the single most effective regulatory mechanism that can be used to impact climate change?

[CIBC @cibc]

Spare a RT for #GivingTuesdayCA? For every RT of this msg today, @CIBC will donate $1 (up to $10k) to #CIBCMiracleDay kids' charities!

[Luke Sinclair @luke_a_sinclair]

@MicroFundy 23.50--> Crystal ball

[Luke Sinclair @luke_a_sinclair]

Today seems like a "crash 150 points" into close kinda day... time will tell

[What The F*** Facts @WhatTheFFacts]

If you have a dog accompanying you when meeting a random woman, you're three times more likely to get her phone number.

[Luke Sinclair @luke_a_sinclair]

@RyAlPink Haha... this could actually be the only smart man on Wall Street... bit of a hippy though.

[Luke Sinclair @luke_a_sinclair]

Really good video:
http://t.co/PV7lebvu

[zerohedge @zerohedge]

Nearly three times’ more condo high-rises are being built in Toronto than are being built in New York City http://t.co/IWsLbnsN

[Luke Sinclair @luke_a_sinclair]

Dan Gilbert asks, Why are we happy? http://t.co/w5WbT09k #TED