LYNAS - auf dem Weg zu einem Rohstoffproduzent von Hightech-Rohstoffen (Seite 4444)
eröffnet am 09.02.07 13:14:18 von
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Beiträge: 57.637
ID: 1.110.967
ID: 1.110.967
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Gesamt: 9.810.506
Gesamt: 9.810.506
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ISIN: AU000000LYC6 · WKN: 871899 · Symbol: LYI
3,7790
EUR
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Letzter Kurs 17:29:58 Tradegate
Neuigkeiten
18.04.24 · Der Aktionär TV  |
23.01.24 · kapitalerhoehungen.de |
22.01.24 · wallstreetONLINE Redaktion |
Werte aus der Branche Rohstoffe
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,7950 | +30,33 | |
| 5,1500 | +21,75 | |
| 15,720 | +20,37 | |
| 0,9000 | +16,13 | |
| 15.699,00 | +15,27 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,6050 | -6,20 | |
| 0,5180 | -7,09 | |
| 10,040 | -7,89 | |
| 0,5400 | -8,47 | |
| 46,88 | -97,99 |
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FeedbackZitat von Wayet: Sag mal FC, ich habe zwar nicht den ganzen LYC Thread gelesen, aber war hier schon mal von einem NYSE Listing die Rede oder wäre das derzeit noch zu "teuer"? Ich habe keine Ahnung wieviel so ein Listing kostet...
Wäre ja schade, wenn die Amis dadurch nicht so aufmerksam auf LYC werden, oder wollen die Amis generell nur Amiwerte kaufen
Hi Wayet,
sollte man aber schon komplett lesen, bevor man hier investiert!
Ne, Quatsch, war nur Spaß am Abend!
Ich denke, ein Listing in den USA ist für Ausländer nicht sehr attraktiv. Zuviel Regulation, Bürokratie usw. Das kann man vergessen, m.E. Viele Firmen haben das Listing in US schon bereut.
Außerdem: Was jucken uns die Amis? Wir brauchen die nicht ... wenn die zu dumm sind, den Wert eines Global Players zu beurteilen, dann kann man denen nicht helfen. Außerdem kommt Zeit kommt Rat. Wenn Lynas mal die ersten 500 Millionen verdient, dann haben die schon die gebührende Aufmerksamkeit.
gute Nacht nach diesem nervenaufreibenden Tag!
Matze
Antwort auf Beitrag Nr.: 40.972.135 von FaxenClown am 02.02.11 22:47:11Sag mal FC, ich habe zwar nicht den ganzen LYC Thread gelesen, aber war hier schon mal von einem NYSE Listing die Rede oder wäre das derzeit noch zu "teuer"? Ich habe keine Ahnung wieviel so ein Listing kostet...
Wäre ja schade, wenn die Amis dadurch nicht so aufmerksam auf LYC werden, oder wollen die Amis generell nur Amiwerte kaufen
Wäre ja schade, wenn die Amis dadurch nicht so aufmerksam auf LYC werden, oder wollen die Amis generell nur Amiwerte kaufen
Antwort auf Beitrag Nr.: 40.971.969 von hammerbuy am 02.02.11 22:19:09... mal Heute auf die ASX gucken.
Die Vorgaben aus NAFTA sind (bis auf Frontier Rare Earth) jedenfalls fast durchweg gigantisch!
... die Aussies haben großes Aufholpotential. Mein (normalerweise) 50:50 -Ideal mix im REE-Depot (AUS/HK : US/CAN) steht atm. eher bei 44:56 ... ist etwas ausm Ruder gelaufen.
MfG, FaxenClown
PS: Hoffentlich nivelliert sich das nicht aus, bevor ich in NAFTA abschöpfen und nach down under umschichten kann.
Die Vorgaben aus NAFTA sind (bis auf Frontier Rare Earth) jedenfalls fast durchweg gigantisch!
... die Aussies haben großes Aufholpotential. Mein (normalerweise) 50:50 -Ideal mix im REE-Depot (AUS/HK : US/CAN) steht atm. eher bei 44:56 ... ist etwas ausm Ruder gelaufen.
MfG, FaxenClown
PS: Hoffentlich nivelliert sich das nicht aus, bevor ich in NAFTA abschöpfen und nach down under umschichten kann.
man man man ... avalon 10% plus in NY
und hier beissen wir die zähne aus
und hier beissen wir die zähne aus
Antwort auf Beitrag Nr.: 40.971.495 von coki am 02.02.11 21:10:21
Und es schadet auch nicht, wenn man erst mal auch in den FAKTEN-Thread schaut!
Sorry für OT
Matze
Und es schadet auch nicht, wenn man erst mal auch in den FAKTEN-Thread schaut!
Sorry für OT
Matze
Trading Spotlight
Antwort auf Beitrag Nr.: 40.971.452 von heartofgold am 02.02.11 21:04:21
Leute Leute Leute,
das ist jetzt der DRITTE!!!! - der diesen Artikel hier reinstellt!!!
Lest euch doch wenigstens die letzten Seiten des Tages mal durch, bevor ihr sowas postet!!!!
Leute Leute Leute,
das ist jetzt der DRITTE!!!! - der diesen Artikel hier reinstellt!!!
Lest euch doch wenigstens die letzten Seiten des Tages mal durch, bevor ihr sowas postet!!!!
Firstly apologies for a long post. Don't want to bore you. I agree it was a disappointing day. Shorters then panickers ripped the price apart. I actually bought some more shares at 1.85 yesterday so it was no joy to see the freefall today.
But let's get some perspective.
Nick Curtis sold 5 million shares back in Novemeber around $1.50 - the stock went up 85 cents after that.
Today was different because it is now an ASX 100 company and institutions do not like key men selling big parcels of shares. They certainly gave Nick Curtis that message today. The stock did open strong enough, but the shorters soon stepped in.
There was 76 million shares traded so the stock had no chance once the shorting began. I am aware that 2 big players shorting the stock for 10 million shares closed their shorts at an average of 1.73. Once the shorting and selling started, fear then crept in. I had mates ringing me convinced that the Sojitz deal was off, that the plant was having problems, that the rare earth price was going to fall 50%. Hogwash, the lot of it. But they sold their shares. All of them. 400,000 here. 300,000 there etc etc. They weren't the only ones were they. Sellers remorse not far away i reckon.
While I believe that Nick Curtis and the company could have, and perhaps should have had a covering letter explaining the need to dispose of 7 million shares given that it was likely to spook the market given he had sold 5 million just 2 months ago, the fundamentals for this company have not changed. If a key executive sells shares when there is forthcoming "bad news", he's in major trouble. Nick is an opportunist but far from stupid. He would have very small windows to buy and sell, and may simply have better places to park $13 mill in cash. He would be seeing opportunities every day. Of course we, and the institutions don't ewant to see him sell, but he still holds 15 mill shares and 35 million options so he wouldn't have enjoyed the share price drop.
I can't see any bad news coming. It was only a week ago that the company confirmed that the plant was on track and that the Sojitz deal was progressing very positively. That won't have changed in a week and the CEO COULD NOT sell shares if that situation had changed. I can see the rare earth price retracing at some stage, and have posted that before but that is well and truly reflected in the price.
Fear increases selling, and hence fear more often than not provides a great opportunity to buy. Nick selling 7 million shares gave the shorters a great chance and excuse to make a big quick buck today. But the two big players I know were closing their shorts and rebuying at the close of market today and I notice that the price went up 2 cents in the match.
Facts are:
- rare earth price still flying
- plant on track
- Sojitz deal progressing
- very good quarterly update last week
- investor presentations next week
- still going to be the first company outside of china to produce
- 2 very reputable firms have $2.50 and $2.70 valuations
- rare earth supply still very much on the world agenda
For what's its worth i was buying in the $1.70's today and didn't take that decision likely, but fully expect to get rewarded.
I reiterate a post I made a while ago - the Australian and Japanese governments want Lynas to be successful as they see them as crtitical to future supply outside of China. That has not changed, regardless of the garbage about Toyota miraculously producing alternatives in a split second. Hogwash.
Aus Hotcopper: (http://www.hotcopper.com.au/post_single.asp?fid=1&tid=137205…)
I am an investor and to me, when the stock was $1.90, i said to a number of friends, LYC has 20 cents short term downside versus $1.10 medium term upside. I didn't enjoy seeing today but it was a chance to happen. Nick helped it along, as did the shorters, but don't throw the baby out with the bathwater now.
Good luck. Tough day, but I suspect those who held on or bought today will be very happy in a month or so.
But let's get some perspective.
Nick Curtis sold 5 million shares back in Novemeber around $1.50 - the stock went up 85 cents after that.
Today was different because it is now an ASX 100 company and institutions do not like key men selling big parcels of shares. They certainly gave Nick Curtis that message today. The stock did open strong enough, but the shorters soon stepped in.
There was 76 million shares traded so the stock had no chance once the shorting began. I am aware that 2 big players shorting the stock for 10 million shares closed their shorts at an average of 1.73. Once the shorting and selling started, fear then crept in. I had mates ringing me convinced that the Sojitz deal was off, that the plant was having problems, that the rare earth price was going to fall 50%. Hogwash, the lot of it. But they sold their shares. All of them. 400,000 here. 300,000 there etc etc. They weren't the only ones were they. Sellers remorse not far away i reckon.
While I believe that Nick Curtis and the company could have, and perhaps should have had a covering letter explaining the need to dispose of 7 million shares given that it was likely to spook the market given he had sold 5 million just 2 months ago, the fundamentals for this company have not changed. If a key executive sells shares when there is forthcoming "bad news", he's in major trouble. Nick is an opportunist but far from stupid. He would have very small windows to buy and sell, and may simply have better places to park $13 mill in cash. He would be seeing opportunities every day. Of course we, and the institutions don't ewant to see him sell, but he still holds 15 mill shares and 35 million options so he wouldn't have enjoyed the share price drop.
I can't see any bad news coming. It was only a week ago that the company confirmed that the plant was on track and that the Sojitz deal was progressing very positively. That won't have changed in a week and the CEO COULD NOT sell shares if that situation had changed. I can see the rare earth price retracing at some stage, and have posted that before but that is well and truly reflected in the price.
Fear increases selling, and hence fear more often than not provides a great opportunity to buy. Nick selling 7 million shares gave the shorters a great chance and excuse to make a big quick buck today. But the two big players I know were closing their shorts and rebuying at the close of market today and I notice that the price went up 2 cents in the match.
Facts are:
- rare earth price still flying
- plant on track
- Sojitz deal progressing
- very good quarterly update last week
- investor presentations next week
- still going to be the first company outside of china to produce
- 2 very reputable firms have $2.50 and $2.70 valuations
- rare earth supply still very much on the world agenda
For what's its worth i was buying in the $1.70's today and didn't take that decision likely, but fully expect to get rewarded.
I reiterate a post I made a while ago - the Australian and Japanese governments want Lynas to be successful as they see them as crtitical to future supply outside of China. That has not changed, regardless of the garbage about Toyota miraculously producing alternatives in a split second. Hogwash.
Aus Hotcopper: (http://www.hotcopper.com.au/post_single.asp?fid=1&tid=137205…)
I am an investor and to me, when the stock was $1.90, i said to a number of friends, LYC has 20 cents short term downside versus $1.10 medium term upside. I didn't enjoy seeing today but it was a chance to happen. Nick helped it along, as did the shorters, but don't throw the baby out with the bathwater now.
Good luck. Tough day, but I suspect those who held on or bought today will be very happy in a month or so.
Sale hits Lynas shares
Barry FitzGerald
February 3, 2011
SHARES in Lynas Corp have taken a whack on news that its executive chairman, Nick Curtis, had offloaded a $13.5 million stake in the high-flying rare earths specialist.
Lynas shares fell back 16.5¢, or 8.7 per cent, to $1.73 on the release of the disclosure notice, which came after last week's quarterly report and before next week's market briefings on Lynas's lead role in breaking China's grip on the rare earths market.
Mr Curtis said yesterday the market had no reason to be spooked by his sale. ''At 53 years of age you start thinking about diversifying your asset base a bit,'' he said.
Advertisement: Story continues below
The sale of the 7 million shares was from his direct holding in the company - the logical place from which to sell from a tax-efficiency standpoint. His direct holding now stands at 1.1 million shares.
Mr Curtis's super fund and investment company still hold 14.93 million shares and 31 million employee-incentive options in the company. He has been with the company for 10 years.
Though Lynas became a high-flyer last year, that has not always been the case. In January 2009 its shares were trading at 15¢ before the urgency in global efforts to break China's grip on rare earth supplies took hold.
Lynas and other emerging rare earths producers and explorers enjoyed a year-end surge in 2010 thanks to China's move to limit supplies from its dominant industry to the rest of the world. China said in December it planned to cut the export quota for rare earths by 35 per cent in the first half of this year. The move renewed expectations of drastic price increases for the subset of 16 metallic elements, with their growing high-tech applications.
China controls the world's rare earths industry, accounting for as much as 96 per cent of supply. Rare earths are increasingly used in products such as compact fluorescent light bulbs, flat-panel displays, iPads and automotive catalytic converters.
Barry FitzGerald
February 3, 2011
SHARES in Lynas Corp have taken a whack on news that its executive chairman, Nick Curtis, had offloaded a $13.5 million stake in the high-flying rare earths specialist.
Lynas shares fell back 16.5¢, or 8.7 per cent, to $1.73 on the release of the disclosure notice, which came after last week's quarterly report and before next week's market briefings on Lynas's lead role in breaking China's grip on the rare earths market.
Mr Curtis said yesterday the market had no reason to be spooked by his sale. ''At 53 years of age you start thinking about diversifying your asset base a bit,'' he said.
Advertisement: Story continues below
The sale of the 7 million shares was from his direct holding in the company - the logical place from which to sell from a tax-efficiency standpoint. His direct holding now stands at 1.1 million shares.
Mr Curtis's super fund and investment company still hold 14.93 million shares and 31 million employee-incentive options in the company. He has been with the company for 10 years.
Though Lynas became a high-flyer last year, that has not always been the case. In January 2009 its shares were trading at 15¢ before the urgency in global efforts to break China's grip on rare earth supplies took hold.
Lynas and other emerging rare earths producers and explorers enjoyed a year-end surge in 2010 thanks to China's move to limit supplies from its dominant industry to the rest of the world. China said in December it planned to cut the export quota for rare earths by 35 per cent in the first half of this year. The move renewed expectations of drastic price increases for the subset of 16 metallic elements, with their growing high-tech applications.
China controls the world's rare earths industry, accounting for as much as 96 per cent of supply. Rare earths are increasingly used in products such as compact fluorescent light bulbs, flat-panel displays, iPads and automotive catalytic converters.
Molycorp ist gerade wieder auf zu neuen Höhen, aktuell knapp 7% im Plus bei USD 51,90. Die Marktkapitalisierung liegt wieder bei aktuell 4,2 Mrd. USD.
Lynas kommt derzeit auf knapp 3 Mrd USD...
Lynas kommt derzeit auf knapp 3 Mrd USD...
Antwort auf Beitrag Nr.: 40.970.413 von JoJo49 am 02.02.11 18:33:14Naja ...
Diplomgeologe
Gut gemacht. Ihr Wissen über seltene Erden ist solide. Für ein Geologiestudium reicht es, die deutsche Rohstofflücke können Sie aber auch nicht stopfen.
War aber nicht geschenkt, der Test.
Diplomgeologe
Gut gemacht. Ihr Wissen über seltene Erden ist solide. Für ein Geologiestudium reicht es, die deutsche Rohstofflücke können Sie aber auch nicht stopfen.
War aber nicht geschenkt, der Test.
Durchsuchen
23.01.24 · kapitalerhoehungen.de · BASF |
22.01.24 · wallstreetONLINE Redaktion · Lynas Rare Earths |
08.08.23 · nebenwerte ONLINE · Lynas Rare Earths |
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