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Antwort auf Beitrag Nr.: 43.110.361 von Fuenfvorzwoelf am 02.05.12 13:03:31ich habe ihm geschrieben, dass er mal in Malaysia recherchieren soll, wer dort die Lügen über Lynas verbreitet und wer diese Kampagnen finanziert
er als Chinese = Asiat hat doch die besten Möglichkeiten dort zu recherchieren, als in Deutschland allgemein bekannte Plattheiten in den deutschen Medien zu verbreiten
er hatte einen Null Acht Fünfzehn Artikel in der Freien Presse Chemnitz
über Chinas SE geschrieben, es war wohl sein 1. Artikel in dieser Zeitung
- und sein letzter
er als Chinese = Asiat hat doch die besten Möglichkeiten dort zu recherchieren, als in Deutschland allgemein bekannte Plattheiten in den deutschen Medien zu verbreiten
er hatte einen Null Acht Fünfzehn Artikel in der Freien Presse Chemnitz
über Chinas SE geschrieben, es war wohl sein 1. Artikel in dieser Zeitung
- und sein letzter
Ganz so leicht, der Oppositon und Stop Lynas einen Maulkorb zu verpassen, wird es Lynas offensichtrlich nicht gemacht:
http://www.themalaysianinsider.com/malaysia/article/high-cou…
"The High Court here today rejected Australian miner Lynas Corp’s application for an injunction against pressure group Save Malaysia, Stop Lynas (SMSL) making allegedly defamatory statements on the company’s controversial rare earth plant near Kuantan, Pahang.
Judge John Louis O’Hara today dismissed the ex parte application, and ordered an inter-parte hearing for May 9.
“The judge has agreed to an inter-parte injunction where we are required to put in affidavits and explanations,” SMSL lawyer Datuk Bastian Pius Vendargon told reporters today after a meeting in chambers.
“Only after May 9, the new date will be set for hearing of injunction,” he added." ...
"“As far as we’re concerned, the Federal Constitution guarantees freedom of speech, so today we asked the court that we should also be heard first before it decides to bar us from speaking. This concerns our right to be heard,” he added."
Das bedeutet wohl, das es ein Verfahren geben wird, in dem beide Seiten ihren Standpunkt einbringen koennen, anstatt das nur aufgrund der Beschwerde von Lynas entschieden wird.
Das koennte Stop Lynas eine erneute Plattform fuer ihre propaganda bieten, aber angesichts dessen wie ruhig es aus dieser Richtung in den letzten Tagen war, darf man annehmen, das sei trotzdem sehr viel vorsichtiger sein werden, was unhaltbare Propaganda angeht.
Kein Rueckschlag fuer Lynas, wenn nur Ongkili endlich mal in die Gaenge kommt!
http://www.themalaysianinsider.com/malaysia/article/high-cou…
"The High Court here today rejected Australian miner Lynas Corp’s application for an injunction against pressure group Save Malaysia, Stop Lynas (SMSL) making allegedly defamatory statements on the company’s controversial rare earth plant near Kuantan, Pahang.
Judge John Louis O’Hara today dismissed the ex parte application, and ordered an inter-parte hearing for May 9.
“The judge has agreed to an inter-parte injunction where we are required to put in affidavits and explanations,” SMSL lawyer Datuk Bastian Pius Vendargon told reporters today after a meeting in chambers.
“Only after May 9, the new date will be set for hearing of injunction,” he added." ...
"“As far as we’re concerned, the Federal Constitution guarantees freedom of speech, so today we asked the court that we should also be heard first before it decides to bar us from speaking. This concerns our right to be heard,” he added."
Das bedeutet wohl, das es ein Verfahren geben wird, in dem beide Seiten ihren Standpunkt einbringen koennen, anstatt das nur aufgrund der Beschwerde von Lynas entschieden wird.
Das koennte Stop Lynas eine erneute Plattform fuer ihre propaganda bieten, aber angesichts dessen wie ruhig es aus dieser Richtung in den letzten Tagen war, darf man annehmen, das sei trotzdem sehr viel vorsichtiger sein werden, was unhaltbare Propaganda angeht.
Kein Rueckschlag fuer Lynas, wenn nur Ongkili endlich mal in die Gaenge kommt!
Zitat von Wuestenbussard: und ohne die 5. Kolonne aus China !!!!
wenn wer am Scheitern von Lynas interessiert ist dann China, oder ?
ich wundere mich, dass hier die (sehr wahrscheinliche) Rolle Chinas
wenn überhaupt nur am Rande angesprochen wird
ich habe das kürzlich einem Chinesen, der zwischen Deutschland und China hin und her pendelt und in Deutschland auch über SE schreibt, ins Stammbuch
geschrieben - no comment
China versucht mit allen Mitteln Lynas zu boykottieren, da beisst die Maus keinen Faden ab
Was hast du ihm denn ins Stammbuch geschrieben?
Mit China, das glaub ich auch. Die haben sicherlich kein Interesse an Konkurrenz. Was machen die denn gegen Molycorp?
und ohne die 5. Kolonne aus China !!!!
wenn wer am Scheitern von Lynas interessiert ist dann China, oder ?
ich wundere mich, dass hier die (sehr wahrscheinliche) Rolle Chinas
wenn überhaupt nur am Rande angesprochen wird
ich habe das kürzlich einem Chinesen, der zwischen Deutschland und China hin und her pendelt und in Deutschland auch über SE schreibt, ins Stammbuch
geschrieben - no comment
China versucht mit allen Mitteln Lynas zu boykottieren, da beisst die Maus keinen Faden ab
wenn wer am Scheitern von Lynas interessiert ist dann China, oder ?
ich wundere mich, dass hier die (sehr wahrscheinliche) Rolle Chinas
wenn überhaupt nur am Rande angesprochen wird
ich habe das kürzlich einem Chinesen, der zwischen Deutschland und China hin und her pendelt und in Deutschland auch über SE schreibt, ins Stammbuch
geschrieben - no comment
China versucht mit allen Mitteln Lynas zu boykottieren, da beisst die Maus keinen Faden ab
Antwort auf Beitrag Nr.: 43.110.034 von FaxenClown am 02.05.12 11:58:04Mount Welt!
Hier noch ein interessanter Beitrag aus Hotcopper: Wie so oft - gut informiert und analysiert!
timing of tol / re pricing notes (Ousia)
Forum: ASX - By Stock (Back)
It is in the government's best interest to prove that LAMP is safe prior to the general election. The best way to do this is to actually have the LAMP up and running for a few months (at least) prior to the election. For this reason, and consistent with MOSTI's public comments, I think the TOL will be issued as soon as the minister feels due consideration has been given to the comments made by the anti-lynas groups on the April 17 meeting. It is not in the government's political interest to delay the decision one day longer than it has to.
Some posters have tried to link the TOL with the outcome of the PSC at the end of June. I think this is a tempting but false inference. The PSC is tasked only with informing the public about the LAMP. The government has repeatedly stated that the work of the PSC has no bearing on the TOL. I think we should take them at their word on this point.
Liz Whiteway (LYC management/investor relations) has informed me that a LYC lawyer was present during most (but not all) of the April 17 meeting. According to this lawyer, no new objections were raised by the anti-lynas groups during that meeting. Given that the minister is not dealing with any new information, and given the political argument outlined above, I think the balance of probabilities favours the TOL being issued this month and not next month. Indeed, there is no obvious reason that I'm aware of why the TOL cannot be issued in a matter of days.
On another matter, I think it is worth noting that most analysts have calculated their NPVs for LYC assuming the long term Mt Weld basket price is around $40. Thus, assuming $40/kg, most analysts value LYC post TOL at between $2.30 and $2.90. I think the fact that the Chinese domestic price is now edging up above $40 indicates that, despite recent FOB price falls, this $40 assumption is still conservative. Chinese domestic prices have been edging up over the last few months because of two main factors: (1) modest demand increases (after price induced demand destruction last year), and (2) the flow through of initial production cost increases due to new environmental regulations (these environment-related production costs, which analysts have largely ignored in their long term pricing assumptions, will increase further over the medium term).
All RE observers (myself included) expect the domestic and FOB price differential to continue to narrow. However, it is worth keeping in mind that Chinese export taxes mean that the FOB price cannot fall below a 40% premium to the domestic price. Thus, assuming a long term domestic price of $40, this suggests the FOB price will be closer to $55, and not $40. Adopting consensus analysts metrics, a $55 long term basket price values LYC close to $4 post TOL.
http://hotcopper.com.au/post_single.asp?fid=1&tid=1732495&ms…
Hier noch ein interessanter Beitrag aus Hotcopper: Wie so oft - gut informiert und analysiert!
timing of tol / re pricing notes (Ousia)
Forum: ASX - By Stock (Back)
It is in the government's best interest to prove that LAMP is safe prior to the general election. The best way to do this is to actually have the LAMP up and running for a few months (at least) prior to the election. For this reason, and consistent with MOSTI's public comments, I think the TOL will be issued as soon as the minister feels due consideration has been given to the comments made by the anti-lynas groups on the April 17 meeting. It is not in the government's political interest to delay the decision one day longer than it has to.
Some posters have tried to link the TOL with the outcome of the PSC at the end of June. I think this is a tempting but false inference. The PSC is tasked only with informing the public about the LAMP. The government has repeatedly stated that the work of the PSC has no bearing on the TOL. I think we should take them at their word on this point.
Liz Whiteway (LYC management/investor relations) has informed me that a LYC lawyer was present during most (but not all) of the April 17 meeting. According to this lawyer, no new objections were raised by the anti-lynas groups during that meeting. Given that the minister is not dealing with any new information, and given the political argument outlined above, I think the balance of probabilities favours the TOL being issued this month and not next month. Indeed, there is no obvious reason that I'm aware of why the TOL cannot be issued in a matter of days.
On another matter, I think it is worth noting that most analysts have calculated their NPVs for LYC assuming the long term Mt Weld basket price is around $40. Thus, assuming $40/kg, most analysts value LYC post TOL at between $2.30 and $2.90. I think the fact that the Chinese domestic price is now edging up above $40 indicates that, despite recent FOB price falls, this $40 assumption is still conservative. Chinese domestic prices have been edging up over the last few months because of two main factors: (1) modest demand increases (after price induced demand destruction last year), and (2) the flow through of initial production cost increases due to new environmental regulations (these environment-related production costs, which analysts have largely ignored in their long term pricing assumptions, will increase further over the medium term).
All RE observers (myself included) expect the domestic and FOB price differential to continue to narrow. However, it is worth keeping in mind that Chinese export taxes mean that the FOB price cannot fall below a 40% premium to the domestic price. Thus, assuming a long term domestic price of $40, this suggests the FOB price will be closer to $55, and not $40. Adopting consensus analysts metrics, a $55 long term basket price values LYC close to $4 post TOL.
http://hotcopper.com.au/post_single.asp?fid=1&tid=1732495&ms…
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Antwort auf Beitrag Nr.: 43.109.490 von snoopie am 02.05.12 10:03:08Im GWG-Thread werden schon Kursziele von 30 Dollar diskutiert.
Das stimmt mich fröhlich!
Leider gehen die Preise für REE heute wieder drastisch runter.
Ob NC mit seiner Einschätzung so richtig liegt? Oder ist es eher ein Wunsch, dass der Preiscrash zuende ist?
Das stimmt mich fröhlich!
Leider gehen die Preise für REE heute wieder drastisch runter.
Ob NC mit seiner Einschätzung so richtig liegt? Oder ist es eher ein Wunsch, dass der Preiscrash zuende ist?
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