LYNAS - auf dem Weg zu einem Rohstoffproduzent von Hightech-Rohstoffen (Seite 4632)
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Letzter Kurs 22.05.24 Tradegate
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21.05.24 · inv3st.de Anzeige |
18.04.24 · Der Aktionär TV  |
23.01.24 · kapitalerhoehungen.de |
Werte aus der Branche Rohstoffe
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 11.294,00 | +30,57 | |
| 0,7500 | +27,12 | |
| 0,7750 | +20,16 | |
| 0,7700 | +16,67 | |
| 1,2800 | +15,32 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,5700 | -10,94 | |
| 1,0600 | -11,67 | |
| 0,6873 | -14,09 | |
| 178,20 | -19,37 | |
| 47,65 | -98,04 |
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Antwort auf Beitrag Nr.: 40.584.573 von Fuenfvorzwoelf am 24.11.10 18:24:06Hallo 11:55!
Super News die wir da haben!!!
Wie war das nochmal mit der eierlegenden Wollmilchsau???
Viel Spaß!
thinkabout
Super News die wir da haben!!!
Wie war das nochmal mit der eierlegenden Wollmilchsau???
Viel Spaß!
thinkabout
Antwort auf Beitrag Nr.: 40.584.555 von websin am 24.11.10 18:22:06Am besten einsteigen und kaufen wenn es runter- und raufgeht.
Ich mach das auch so.
Ich mach das auch so.
Antwort auf Beitrag Nr.: 40.584.497 von websin am 24.11.10 18:16:05Man kann doch nicht einfach im Dreck buddeln und dann die RE verkaufen!
Die müssen erst mal aufbereitet werden. Das ist nix als Anlegerabzockerei, was da abgeht.
Die Rohstoff AG ist für mich ne Luftnummer.
Die müssen erst mal aufbereitet werden. Das ist nix als Anlegerabzockerei, was da abgeht.
Die Rohstoff AG ist für mich ne Luftnummer.
Antwort auf Beitrag Nr.: 40.584.332 von Cruzaderz am 24.11.10 17:58:23Bei 44 Cent hat mich mal jemand ausgelacht nach dem Motto sell on good News habe danach weitere Aktien erworben und wo stehen wir heute jeder sagt mir verkaufe das ist ein Risiko und du hast doch viel gewonnen da lach ich drüber ich will 5 € pro Aktie
Antwort auf Beitrag Nr.: 40.584.332 von Cruzaderz am 24.11.10 17:58:23schau die mal die letzten 12 monate an....+ 10% + 10% -5% + 10% ...alles möglich und hatten wir schon und im gegenteil ebenso!!!
Den Zeitpunbkt des Aufsprungs kann Dir keiner hier mehr sagen...
Den Zeitpunbkt des Aufsprungs kann Dir keiner hier mehr sagen...
Trading Spotlight
Antwort auf Beitrag Nr.: 40.580.103 von Fuenfvorzwoelf am 24.11.10 10:32:21Ag, Agentur...yep aber wo soll sich GER sonst bedienen? Außer sie gucken mal über den tellerrand.
aber wo soll sich GER sonst bedienen? Außer sie gucken mal über den tellerrand.
Antwort auf Beitrag Nr.: 40.584.332 von Cruzaderz am 24.11.10 17:58:23Man weiß es NIE!
Könnte morgen genausogut bei 2 Euro stehen!
Könnte morgen genausogut bei 2 Euro stehen!
grrrr - hat der Editor 80% meines Beitrags gefressen... 
Frage war, wann man eurer Meinung nach noch aufspringen könnte? Der Kurs sieht mir momentan recht überkauft aus und 11% an nur einem Tag wie heute wird wohl in den nächsten tagen wieder um min. die Hälfte korregiert...
Frage war, wann man eurer Meinung nach noch aufspringen könnte? Der Kurs sieht mir momentan recht überkauft aus und 11% an nur einem Tag wie heute wird wohl in den nächsten tagen wieder um min. die Hälfte korregiert...
Antwort auf Beitrag Nr.: 40.580.245 von websin am 24.11.10 10:46:45"...ist N. Curtis im Dez. im US-Kongress geladen, ..."
das wurde hier im Thread irgendwann schon mal erwähnt. Über Google konnte ich nichts finden.
@Optimist_: Hast Du die Original Quelle?
Psssst...das ist doch geheim!
Ich weiss nicht ob es eine schriftliche, sichere Quelle dieses Vorgangs gibt. Bin beim schnellen googeln auch nicht drauf gestossen. Hab es bei einem Hotcopper Posting gesehen, als direkte E-Mail Anfrage an Lynas und der darauffolgenden Antwort von Matthew James. Es ist auch hier in den letzten Tagen reinkopiert wurden. Müsst mal 2-3 Tage zurückschauen. Gibt es eigentlich eine Suchfunktion im Thread?
Aber bin eben auf dieses Interview gestossen als ich nach US Congress Curtis ....gegoogelt habe.
Heutiges Interview mit Nick Curtis im Netz auf Lateline.
http://www.abc.net.au/lateline/business/items/201011/s307575…
Lynas' Curtis joins Lateline Business
Video-Verschriftlichung:
ICKY FULLERTON, PRESENTER: After finishing up with shareholders at the company's AGM in Sydney, Lynas' executive chairman Nick Curtis joined me a short time ago.
Nick Curtis, welcome to Lateline Business.
NICK CURTIS, EXECUTIVE CHAIRMAN, LYNAS: Thank you.
TICKY FULLERTON: Well you've announced today a $300 million deal with the Japanese. Are there any more details, because Sojitz is a trading company, presumably not the end customer?
NICK CURTIS: Yes, well, there are a few more details that we've just announced actually because the earlier announcements were not the official announcement.
The detail is that we are entering into a strategic alliance with Sojitz, a major trading house in Japan and the biggest presence in rare earth distribution in Japan, for a long-term supply of material for the Japanese market.
We're reserving 8,000 tonnes a year for 10 years as a minimum, and in return and as part of the package, Sojitz and JOGMEC, an arm of the Japanese Government, are looking to finance us for $250 million in fact to expand our production, in fact double our production of rare earths.
TICKY FULLERTON: Thanks to the 40 per cent reduction in the Chinese export quota, the hole in global supply is not expected to be filled, I think, until 2015. Why does it take such a long time for operations to crank up?
NICK CURTIS: Mining is a long lead-time business. You need to define the deposit, you need to develop the engineering and capacity, you need to finance it and then you need to start producing. It's taken us 10 years to get to this point of production now.
Five years is a good effort if you're starting with something in the ground.
TICKY FULLERTON: Presumably we've got major companies all over the world now scrambling for supply. Beyond the French chemical company Rhodia, you're secretive about your six or so other customers. Why?
NICK CURTIS: Well, most are currently buying from traders in China and they just don't want to impact the relationship they have with the trader with the possibility that a long-term relationship with an alternative supplier might be viewed negatively. So, it's ...
TICKY FULLERTON: So it really is quite a commercial-in-confidence situation?
NICK CURTIS: Yes, it is.
TICKY FULLERTON: Now, if I'm looking to invest in Lynas, should I be worried that the Chinese might at any time down the track decide to dump rare earths onto the open market? I mean, they did something like this in 2002, didn't they, and they completely destroyed Molycorp, which was the then biggest mine in California?
NICK CURTIS: Look, for a long time China has been growing their capacity in rare earths as a commodity producer and in fact they've let it go to a slightly chaotic state.
What's happened is the Government's taken control of what's been a chaotic and damaging industry environmentally in parts and controlling it in a more rational, reasoned way and really for use in China.
I don't see any risk of them dumping the market in the future. I think they need all the material that they can, given the new China, the China of technology, the China of growth, and with that I think they may even turn into a net importer of rare earths over the next five to 10 years.
TICKY FULLERTON: Nevertheless, they've got a history of being quite strategic when it suits them. You don't see that as a major risk over the next few years?
NICK CURTIS: I think they want their material for China. I don't think they want to dump material into the outside world for a commodity they consider a valuable and important resource.
TICKY FULLERTON: Well, Nick, you've had an interesting AGM today. You're cashed up, with your $450 million share issue from last year and you've now given yourself options over nine million shares - that's for you - and over one million shares for each of your non-executive directors. Now they're exercisable in three years time, but they're well in the money now.
I mean, either this is a hell of a thank you for you guys or you don't have much faith in your share price going out?
NICK CURTIS: No, I don't think that's an accurate representation on either count. Just to say, "I didn't grant myself options; the board, in its wisdom, outside of me decided that was an appropriate remuneration after looking at comparative measures for other companies in the industry."
Remember, nine million sounds like a lot of shares, but we have a lot of shares on issue, so as a percentage of the company, it's really very small. The issue of the price is that at the time the options were issued they were at a significant premium to then price.
I think we all know there's been a very exciting ride in the rare earths price. So between August when they were issued and today the price has risen beyond the strike price.
TICKY FULLERTON: Were you surprised that up to 40 per cent, I think, of your stakeholders disapproved of it, though?
NICK CURTIS: Look, we understand - they didn't disapprove of my options in particular, the executive options; they generally disapprove of non-executive directors getting options and that's a well-stated governance issue and we hear them loud and clear, and in return for hearing them loud and clear, we've had a meeting and made announcements to the effect that we will not issue non-executive directors options in future.
I think it's very important that we listen to the voice of the shareholders and we adapt accordingly and that's what we're doing.
TICKY FULLERTON: Well, you'll be the first company in Australia to produce rare earths. I think in the third quarter of 2011. What's got to happen before this?
NICK CURTIS: We've got to finish construction of our mine in Western Australia and complete construction of a fairly significant chemical plant on the East Coast of Malaysia in Kuantan, and we expect to have both those plants commissioned for production in the fourth quarter of 2011, effectively.
TICKY FULLERTON: Why did you choose Malaysia for the chemical plant?
NICK CURTIS: Well, the product that we move out of Australia is a high value product, so transportation globally is not a significant cost burden for us.
We're only producing 33,000 tonnes of concentrate, for example, in the first phase. So it's not iron ore, where you're moving huge tonnage. We move it, therefore, to a location where there's an advantage for us, which is an existing chemical park where we can get relevant chemicals, where there's sufficient water, where there's gas and cheap energy, where there's good skilled labour, and on the East Coast of Malaysia there is good skilled labour.
The Malaysian Government was receptive and gave us appropriate incentives. So overall, after a global survey, we found the East Coast of Malaysia was the right location for this plant and we're very pleased with that decision.
TICKY FULLERTON: And, back to China again for a last one. Clearly they feel that a big issue is value add to their rare earths business and they're going to be doing a lot presumably up the chain in terms of manufacturing as well. Do you ever see a time where Australia might get into serious value add for rare earths?
NICK CURTIS: I think that the Australian Government needs to look at how it can incent and support material science technology being value added in Malaysia. We have great skills at academic level in material science, CSIRO and such like, and as we develop the capacity to, say, for example, make sophisticated magnets, I'd like to see that end of the supply chain in Australia, but it does require a concerted conversation about our role in advance materials technology.
TICKY FULLERTON: Well, Nick Curtis, a very exciting time for you and your company, thank you very much for talking to Lateline Business.
NICK CURTIS: My pleasure. Thank you very much, Ticky.
das wurde hier im Thread irgendwann schon mal erwähnt. Über Google konnte ich nichts finden.
@Optimist_: Hast Du die Original Quelle?
Psssst...das ist doch geheim!
Ich weiss nicht ob es eine schriftliche, sichere Quelle dieses Vorgangs gibt. Bin beim schnellen googeln auch nicht drauf gestossen. Hab es bei einem Hotcopper Posting gesehen, als direkte E-Mail Anfrage an Lynas und der darauffolgenden Antwort von Matthew James. Es ist auch hier in den letzten Tagen reinkopiert wurden. Müsst mal 2-3 Tage zurückschauen. Gibt es eigentlich eine Suchfunktion im Thread?
Aber bin eben auf dieses Interview gestossen als ich nach US Congress Curtis ....gegoogelt habe.
Heutiges Interview mit Nick Curtis im Netz auf Lateline.
http://www.abc.net.au/lateline/business/items/201011/s307575…
Lynas' Curtis joins Lateline Business
Video-Verschriftlichung:
ICKY FULLERTON, PRESENTER: After finishing up with shareholders at the company's AGM in Sydney, Lynas' executive chairman Nick Curtis joined me a short time ago.
Nick Curtis, welcome to Lateline Business.
NICK CURTIS, EXECUTIVE CHAIRMAN, LYNAS: Thank you.
TICKY FULLERTON: Well you've announced today a $300 million deal with the Japanese. Are there any more details, because Sojitz is a trading company, presumably not the end customer?
NICK CURTIS: Yes, well, there are a few more details that we've just announced actually because the earlier announcements were not the official announcement.
The detail is that we are entering into a strategic alliance with Sojitz, a major trading house in Japan and the biggest presence in rare earth distribution in Japan, for a long-term supply of material for the Japanese market.
We're reserving 8,000 tonnes a year for 10 years as a minimum, and in return and as part of the package, Sojitz and JOGMEC, an arm of the Japanese Government, are looking to finance us for $250 million in fact to expand our production, in fact double our production of rare earths.
TICKY FULLERTON: Thanks to the 40 per cent reduction in the Chinese export quota, the hole in global supply is not expected to be filled, I think, until 2015. Why does it take such a long time for operations to crank up?
NICK CURTIS: Mining is a long lead-time business. You need to define the deposit, you need to develop the engineering and capacity, you need to finance it and then you need to start producing. It's taken us 10 years to get to this point of production now.
Five years is a good effort if you're starting with something in the ground.
TICKY FULLERTON: Presumably we've got major companies all over the world now scrambling for supply. Beyond the French chemical company Rhodia, you're secretive about your six or so other customers. Why?
NICK CURTIS: Well, most are currently buying from traders in China and they just don't want to impact the relationship they have with the trader with the possibility that a long-term relationship with an alternative supplier might be viewed negatively. So, it's ...
TICKY FULLERTON: So it really is quite a commercial-in-confidence situation?
NICK CURTIS: Yes, it is.
TICKY FULLERTON: Now, if I'm looking to invest in Lynas, should I be worried that the Chinese might at any time down the track decide to dump rare earths onto the open market? I mean, they did something like this in 2002, didn't they, and they completely destroyed Molycorp, which was the then biggest mine in California?
NICK CURTIS: Look, for a long time China has been growing their capacity in rare earths as a commodity producer and in fact they've let it go to a slightly chaotic state.
What's happened is the Government's taken control of what's been a chaotic and damaging industry environmentally in parts and controlling it in a more rational, reasoned way and really for use in China.
I don't see any risk of them dumping the market in the future. I think they need all the material that they can, given the new China, the China of technology, the China of growth, and with that I think they may even turn into a net importer of rare earths over the next five to 10 years.
TICKY FULLERTON: Nevertheless, they've got a history of being quite strategic when it suits them. You don't see that as a major risk over the next few years?
NICK CURTIS: I think they want their material for China. I don't think they want to dump material into the outside world for a commodity they consider a valuable and important resource.
TICKY FULLERTON: Well, Nick, you've had an interesting AGM today. You're cashed up, with your $450 million share issue from last year and you've now given yourself options over nine million shares - that's for you - and over one million shares for each of your non-executive directors. Now they're exercisable in three years time, but they're well in the money now.
I mean, either this is a hell of a thank you for you guys or you don't have much faith in your share price going out?
NICK CURTIS: No, I don't think that's an accurate representation on either count. Just to say, "I didn't grant myself options; the board, in its wisdom, outside of me decided that was an appropriate remuneration after looking at comparative measures for other companies in the industry."
Remember, nine million sounds like a lot of shares, but we have a lot of shares on issue, so as a percentage of the company, it's really very small. The issue of the price is that at the time the options were issued they were at a significant premium to then price.
I think we all know there's been a very exciting ride in the rare earths price. So between August when they were issued and today the price has risen beyond the strike price.
TICKY FULLERTON: Were you surprised that up to 40 per cent, I think, of your stakeholders disapproved of it, though?
NICK CURTIS: Look, we understand - they didn't disapprove of my options in particular, the executive options; they generally disapprove of non-executive directors getting options and that's a well-stated governance issue and we hear them loud and clear, and in return for hearing them loud and clear, we've had a meeting and made announcements to the effect that we will not issue non-executive directors options in future.
I think it's very important that we listen to the voice of the shareholders and we adapt accordingly and that's what we're doing.
TICKY FULLERTON: Well, you'll be the first company in Australia to produce rare earths. I think in the third quarter of 2011. What's got to happen before this?
NICK CURTIS: We've got to finish construction of our mine in Western Australia and complete construction of a fairly significant chemical plant on the East Coast of Malaysia in Kuantan, and we expect to have both those plants commissioned for production in the fourth quarter of 2011, effectively.
TICKY FULLERTON: Why did you choose Malaysia for the chemical plant?
NICK CURTIS: Well, the product that we move out of Australia is a high value product, so transportation globally is not a significant cost burden for us.
We're only producing 33,000 tonnes of concentrate, for example, in the first phase. So it's not iron ore, where you're moving huge tonnage. We move it, therefore, to a location where there's an advantage for us, which is an existing chemical park where we can get relevant chemicals, where there's sufficient water, where there's gas and cheap energy, where there's good skilled labour, and on the East Coast of Malaysia there is good skilled labour.
The Malaysian Government was receptive and gave us appropriate incentives. So overall, after a global survey, we found the East Coast of Malaysia was the right location for this plant and we're very pleased with that decision.
TICKY FULLERTON: And, back to China again for a last one. Clearly they feel that a big issue is value add to their rare earths business and they're going to be doing a lot presumably up the chain in terms of manufacturing as well. Do you ever see a time where Australia might get into serious value add for rare earths?
NICK CURTIS: I think that the Australian Government needs to look at how it can incent and support material science technology being value added in Malaysia. We have great skills at academic level in material science, CSIRO and such like, and as we develop the capacity to, say, for example, make sophisticated magnets, I'd like to see that end of the supply chain in Australia, but it does require a concerted conversation about our role in advance materials technology.
TICKY FULLERTON: Well, Nick Curtis, a very exciting time for you and your company, thank you very much for talking to Lateline Business.
NICK CURTIS: My pleasure. Thank you very much, Ticky.
Was meint ihr - wann kann man bei Lynas nochmal einsteigen
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