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    LYNAS - auf dem Weg zu einem Rohstoffproduzent von Hightech-Rohstoffen (Seite 3162)

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      Avatar
      schrieb am 01.05.12 08:29:38
      Beitrag Nr. 26.038 ()
      Leute,

      Es könnte soweit sein! Laut HC gibt es wohl einen Trading Halt! Es wird wild spekuliert!

      Gruß

      Kick
      Avatar
      schrieb am 01.05.12 00:25:47
      Beitrag Nr. 26.037 ()
      http://m.smh.com.au/business/lynas-launches-defamation-actio…


      Lynas launches defamation action over safety claims
      Peter Ker May 01, 2012
      LYNAS CORPORATION has vowed to ''shut down'' some of its most vitriolic opponents in a long-running fight over the company's proposed processing plant in Malaysia.


      The rare earths miner has confirmed that defamation proceedings are under way in Malaysia concerning a series of claims about safety at the plant, which will process ores shipped from Western Australia.
      The defamation proceedings principally involve an independent media outlet called Free Malaysia Today. Separate proceedings have been lodged against a protest group called Save Malaysia Stop Lynas.
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      The chief executive of Lynas, Nick Curtis, declined to disclose the precise nature of the offending material, but he said that some recent claims had crossed the line between debate and defamation.
      ''The specific comments we won't go into but they are, in our opinion and our legal opinion, targeted and defamatory and those comments should be shut down,'' he said.
      Legal letters seen by BusinessDay show that Lynas is unhappy about suggestions that it had mislead investors, as well as suggestions that the processing plant would threaten human and environmental health.
      Lynas's proposed processing plant has been controversial in Malaysia. Local protesters have expressed fears that waste from the facility will be harmful.
      The debate has become a consideration in Malaysian politics, with some members of the opposition promising to reject permission for the plant, should it win power.
      Lynas has countered its opponents' claims by insisting that its plans have been approved by the Malaysian and International Atomic Energy agencies.
      Mr Curtis said the defamation action was not an attempt to stifle free speech.
      ''What we are hoping to achieve is clarity that the debate about Lynas's plant in Malaysia must be based on fact and the real issues,'' he said.
      The protest groups said they will fight on, and that Lynas was taking advantage of the differences between defamation laws in Australia and in Malaysia.
      Unlike Australian law, Malaysian law decrees that companies of more than 10 employees can be defamed.
      A media law expert at Curtin University, Associate Professor Joseph Fernandez, said defamation actions were common in Malaysia, especially among the rich and powerful.
      Dr Fernandez, a former newspaper editor in Malaysia, said that unlike in Australia there is no cap on damages in Malaysia and that damages claims sometimes ran into the hundreds of millions of dollars.
      "While I make no judgment about Lynas's motives in this case, it is true that in Malaysia defamation actions are a common device used to stifle freedom of speech," he said.
      Lynas's shares closed 1.5¢ higher yesterday, at a little more than $1.12.
      Avatar
      schrieb am 30.04.12 21:41:14
      Beitrag Nr. 26.036 ()
      Antwort auf Beitrag Nr.: 43.105.942 von nicolani am 30.04.12 21:32:40lynas conference call summary (Theabyss)

      http://hotcopper.com.au/post_single.asp?fid=1&tid=1730296&ms…

      My summary notes below. Total confidence displayed by all concerned including callers with questions imo. Nothing to worry about if i am any judge of people.

      Australia
      Safety: greater than 8 million Hours of safety.
      Safety = efficient and safe operation. Ahead of expectations.

      Recoveries well ahead – 36% Concentrated grade – Concentration plant is significantly de-risked.
      Malaysia delay means larger stockpile than normal.

      Duncan
      Deposit is alongside major pit design. Separate deposit to Mt Weld. Different mineral structure. Excited as it is high grade relative to other RE deposits (4% head grade) significant heavy re. This is strategically significant as a supplier of HRee. One stop shop for full suite of products to magnet clients. Extensive discussions with clients, well advanced on test and scoping. Announce near future regarding scoping results.

      General
      Finance (Mt Kellett) fully subscribed. 211.2 m to fund costs thru to first cash sale. 303.5 m.
      Rare Earth price easing. NC Japan trip – significant inventory build up by japan. Demand has as a consequence fallen away. LYC believe demand is rebounding significantly, magnet demand big increase. China increase today for first time in a while. Price stabilization happening and align china and non-china pricing.
      RE Price Levels are where they need to be maintained by China.

      Malaysia
      Safe! The LAMP is ready for handover is ready for commissioning. System pre-commissioning (test packs) ready to go is greater 90% complete. Near to full completion. Perm staff is now 251 (90% total workforce).

      Issue overhanging – ambiguity of License issuance state. Approval is received (1st feb). They have a temporary license due to natural occurring radioactivity otherwise they would have a permanent license. In the normal course of business they would have been immediately granted a 2 year TOL to demonstrate that they are inline. The TOL/ POL is not a environmental approval milestone, however the politicalizing has led to an abnormally higher level of scrutiny than normal. Approval is very important step.

      The license delay caused by 2 x legal challenges / appeal. The appeal decision is not overly long away.
      A parliamentary steering committee was established due to anxiety to ensure Malaysian people concerns are addressed (PSC) and there are 2 meetings scheduled in May. Process separate to judicial and appeal process.

      Outcome of the appeal is unclear rigorous investigation is healthy and fine.

      Legal
      Groups crossed line between facts and defamation. (Free Malaysia Today media portal and SMSL). Lynas have been tolerant however defamation is not acceptable. Targeted and defamatory statements and should be shut down.
      Legal position taken to protect reputation and avoid false and misleading statements to ensure objectivity and fact not emotion and defame.

      LAMP
      Phase 2 happening And contracts awarded. >50% construct complete.

      Questions from callers

      •BBY – Clarify will there be a further high court challenge? NC, Can’t predict what will happen however do not expect any as all processes were followed re AELB act. Therefore they have stepped back from involvement. BBY - When minister decides, no further reviews are possible? (NC wait and see).

      •BBY – LAMP construction is 98% complete, yet another $75mill required, why? Basically because contractors have payment terms etc. such as pay 90 days from invoice and project acceptance.

      •AH Patersons – Uptick in RE price in china – 40-50% differential from domestic and fob price in china. NC Believes a structural deficit in market due to inventory, just about out of system now. Good for industry. Industry users better off with some stability in pricing. Price levels are close to ideal currently.

      •AH Patersons – Is RE price a reaction to LYC coming on stream. NC; no, LREE pricing is china induced, HRee strong price growth means higher demand

      •Ah Patersons – Court appeal re AELB complete, 3rd legislative process what is the aim – NC Aim is not to judge the license, but to ensure Malaysian people are heard and concerns dealt with by Malaysian Govt. Politicians and academics involved in the appeals which are not judging the TYOL decision, they are meeting and discussing people concerns. NC is confident that IAE and AELB are ok with the decision. NC and AH of Patersons are both confident that everything is in place for a TOL.

      •ME CLSA – Clarify Appeal heard and announcement soon. Will license be issued if appeal ok or does steering committee have an announcement due. NC, PSC is not about license! AELB are it! MOSTI outcome is what we need (after appeal process is completed). Expect that law will stand if we get all licenses issued that are approved. LYC can then import concentrate.

      •Ip GS – If all licenses approved could they feed now? NC 2 weeks as kiln is ready but they have a bit of pre commissioning work to do. When they have license how long for material to go in and when will it produce and 1st cash flow? NC transportation to LAMP 4-5 weeks, Feed Kiln immediately, 44 days from feed to produce (allowed 60 for first feed) sales period requires acceptance from customers and payment term = lag of 1 month to bag, deliver then test accept and get payment. So 18-19 weeks for first run and payment then approx. 16 weeks thereafter.

      •LF AFR – Timing when expect license? NC Govt hands. No direct communication re timing. Process is being worked through. Report by June. MOSTI will have no delays on process once the appeals process has been completed.
      Caller # Asked what was actually stated as the reason for LYC defamatory action? NC Clarity required that plant must be based on fact and real issues not personalized attacks on company or people based on false and misleading information. Does NC want a retraction? NC remedies sought prior to filing case but not forthcoming so went to court?

      •LC Private Investor – No new contracts signed. Is that due to Malaysia delay and when LAMP running cash flow when? NC Time table provided. Satisfied with customers and discussions. Substantial contracts to come just waiting for final TOL approval. Confident it will come.

      •PK Fairfax – Defamation, clarify timeline of action? April 10? NC Not a highlight, don’t want to discuss as were forced to take action. No value in escalating and before courts. Not taking lightly. Leave it there

      •LM Private Investor – Hypothetical, Will they fly some product through rather than ship concentrate? NC Start up timetable after they know about license issuance. Understands urgency required but not doing anything until TOL issued.

      •MH BBY – $75.8 mill left to spend, is it separate from $31m operational cost? NC yes.MH, Is $31 million indicative of quarterly burn rate? NC Almost at full employment so yes, fixed cost per qtr around $31m

      •RG Private Sh – Talk a year ago on waste road base, what stage is that at? NC, research complete. Residual product stored is safe. PDF is something that was best practice recommendation by AELB. Road base research is highly encouraging and will be there best means for dealing with most, if not all solid waste. Gypsum is produced by Lynas waste and is required by customers in Malaysia and externally. Commercial discussions happening however no outcome as yet. Difficult to get a contract on material as yet not produced. Once happening confident to monetize waste product.

      •PC RBS – Page 15 of report cost for phase 2 is that an accurate figure? – NC total budget is $250 m Current $130 spent so $120 left to spend on completing phase 2.
      Avatar
      schrieb am 30.04.12 21:40:58
      Beitrag Nr. 26.035 ()
      Avatar
      schrieb am 30.04.12 21:39:27
      Beitrag Nr. 26.034 ()
      Antwort auf Beitrag Nr.: 43.105.942 von nicolani am 30.04.12 21:32:40:laugh::laugh::laugh:

      MCP?

      Schau doch mal auf den Kurs!

      ;)

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      Avatar
      schrieb am 30.04.12 21:32:40
      Beitrag Nr. 26.033 ()
      schaut euch mcp an, die chins verladen euch, war halt ein fehler sie nicht mit an bord zu holen!!
      2 Antworten?Die Baumansicht ist in diesem Thread nicht möglich.
      Avatar
      schrieb am 30.04.12 20:08:22
      Beitrag Nr. 26.032 ()
      Antwort auf Beitrag Nr.: 43.104.846 von Kongo-Otto am 30.04.12 16:31:12Dann verkauf halt, dann biste den Stress mit einem Schlag los.

      ich hab mich als gefrustet geoutet

      aber ich bin nicht wahnsinnig und verkaufe
      Avatar
      schrieb am 30.04.12 18:16:17
      Beitrag Nr. 26.031 ()
      Antwort auf Beitrag Nr.: 43.105.241 von ubacher am 30.04.12 18:11:16Vielleicht ist das gar keine Frau, sondern ein Klon???

      :laugh::laugh::laugh:
      Avatar
      schrieb am 30.04.12 18:11:16
      Beitrag Nr. 26.030 ()
      Täusche ich mich, oder ist das links neben der die spricht, die olle Frau Fuzzi (ab etwa 0:30). Die ist ja auch überall in der ersten Reihe um sich zu profilieren. http://de.nachrichten.yahoo.com/video/panorama-26433439/gewa…

      Video über die Demonstration
      1 Antwort?Die Baumansicht ist in diesem Thread nicht möglich.
      Avatar
      schrieb am 30.04.12 17:15:44
      Beitrag Nr. 26.029 ()
      http://rareearthinvestingnews.com/6831/honda-announces-world…

      Japanese automobile manufacturer Honda (NYSE:HMC) announced that it has teamed up with Japan Metals & Chemicals Co. to develop what is being hailed as the world’s first mass-production rare earth recycling process.

      Auch Bericht über andere Unternehmen und Alternativüberlegungen für den Fall zu hoher REE-Peise.
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      LYNAS - auf dem Weg zu einem Rohstoffproduzent von Hightech-Rohstoffen