LYNAS - auf dem Weg zu einem Rohstoffproduzent von Hightech-Rohstoffen (Seite 5747)
eröffnet am 09.02.07 13:14:18 von
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ISIN: AU000000LYC6 · WKN: 871899 · Symbol: LYI
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|---|---|---|
| 725,25 | +18,50 | |
| 0,8750 | +15,89 | |
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|---|---|---|
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| 0,5050 | -10,62 | |
| 0,5550 | -20,71 |
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hey super wenn die schon produzieren!
ein vergleich zu den Minen findet sich unter http://www.gwmg.ca/investor_relations/pdf/Hoidas_Comparison_…
zu GWG (Great Western Minerals) habe ich heute einen Thread eröffnet http://www.wallstreet-online.de/community/thread/1122587-1.h…
vielleicht schaut ihr mal rein.
gruß 4now
ein vergleich zu den Minen findet sich unter http://www.gwmg.ca/investor_relations/pdf/Hoidas_Comparison_…
zu GWG (Great Western Minerals) habe ich heute einen Thread eröffnet http://www.wallstreet-online.de/community/thread/1122587-1.h…
vielleicht schaut ihr mal rein.
gruß 4now
Bericht aus dem MineWeb
MINING SCHEDULED FOR JUNE
Australia’s Lynas kicks two goals on rare earths quest
Lynas Corporation has received the necessary approvals to work the Mount Weld rare earths deposit in Western Australia and will receive tax incentives to set up a rare earths processing plant in Malaysia.
Author: Ross Louthean
Posted: Tuesday , 03 Apr 2007
PERTH -
Aspiring rare earths miner Lynas Corporation announced today that its mining proposal to mine rare earths had been approved by Western Australia's Department of Industry & Resources and that the Malaysian Government had provided taxation incentives to develop a processing plant at Kemaman in Malaysia.
It has been a long road for the company which in the past decade has gone through major corporate and office changes and arduous studies, and negotiations and number crunching that questioned the viability of a rare earth recovery plant in Australia.
Chairman Nicholas Curtis said today that mining approvals would allow a start to mining at the Mount Weld rare earths deposit near the gold mining centre of Laverton in WA's north eastern goldfields.
"All major permits required to commence mining at Mt Weld are now in place. Lynas is in the final stages of negotiations with a preferred mining contractor, with a contract expected to be awarded shortly," he said.
Mining was scheduled to begin in June.
Mt Weld is described as the world's richest rare earths deposit.
Lynas also announced that the Malaysian government had granted "Pioneer Status" with associated tax incentives to subsidiary Lynas Malaysia Sdn Bhd for its rare earth processing plant at the Taluk Kalong industrial park in Kemaman on Malaysia's east coast.
The incentives would include a 100% corporate tax exemption at the statutory income level for 10 years, and exemption on import duty and sales tax on all raw materials, machinery, equipment and components brought in for the operation. The dividends from Lynas Malaysia to Lynas Corporation would not attract any further taxation to Lynas.
In its December quarter report the company said following moving the processing plant from China to Malaysia, Lynas exited China and had been refunded a RMB 3.9 million ($A670,000) government levy for land use. One obvious deterrent for the company was the imposition of a rare earths export tariff of 10% for all Chinese producers. China currently produces 95% of theworld supply of rare earths.
A recent report by Perth stockbroker Patersons placed a speculative buy on Lynas following an Australian Federal Government initiative to phase out inefficient incandescent light bulks to be replaced with compact fluorescent bulks as energy savers. At this stage fluorescent bulks penetrate only 5% of the Australian market, and Patersons said California was planning to follow suit.
Patersons analyst Levi Spry said first production for Lynas was expected in mid 2008 and that it would ramp up to 10,500 tonnes per annum rare earths within 12 months and to 20,000 tpa by 2010.
Fluorescent bulbs use the rare earths europium and yttrium as phosphors and while yttrium was in surplus the europium market was "tighter."
"While only 0.44% of the Mt Weld deposit rare earth content is europium, at $US250,000/tonne europium accounts for 12% of revenue at rare earth spot prices of $US8,950/t," Spry said.
He said development of Mt Weld comes when rare earth prices - particularly neodymium in the micro-magnet sector - are trending strongly up. Patersons, which was co-manager of Lynas' big capital raising of $A40 M at $A0.31/share ($US0.252/share), had revised its long term flat price assumption for rare earths to $US8,000/t from an earlier $US7,400/t.
An earlier detailed study by Austock Equities Research in Sydney said that once operating Mt Weld would be providing about 10% of global demand for rare earths
Austock said the rare earths market had been impacted in the past two decades by over supply from China with significantly lower pricing the net result. The Chinese supply, however, was expected to decline or at least stabilise through production controls.
"At the same time demand is expected to increase appreciably, driven primarily through applications in consumer electronics (permanent magnets, phorphos and batteries) and the automotive industry (catalytic converters, permanent magnets in electrical componentry and batteries).
http://www.mineweb.co.za/mineweb/view/mineweb/en/page43?oid=…
MINING SCHEDULED FOR JUNE
Australia’s Lynas kicks two goals on rare earths quest
Lynas Corporation has received the necessary approvals to work the Mount Weld rare earths deposit in Western Australia and will receive tax incentives to set up a rare earths processing plant in Malaysia.
Author: Ross Louthean
Posted: Tuesday , 03 Apr 2007
PERTH -
Aspiring rare earths miner Lynas Corporation announced today that its mining proposal to mine rare earths had been approved by Western Australia's Department of Industry & Resources and that the Malaysian Government had provided taxation incentives to develop a processing plant at Kemaman in Malaysia.
It has been a long road for the company which in the past decade has gone through major corporate and office changes and arduous studies, and negotiations and number crunching that questioned the viability of a rare earth recovery plant in Australia.
Chairman Nicholas Curtis said today that mining approvals would allow a start to mining at the Mount Weld rare earths deposit near the gold mining centre of Laverton in WA's north eastern goldfields.
"All major permits required to commence mining at Mt Weld are now in place. Lynas is in the final stages of negotiations with a preferred mining contractor, with a contract expected to be awarded shortly," he said.
Mining was scheduled to begin in June.
Mt Weld is described as the world's richest rare earths deposit.
Lynas also announced that the Malaysian government had granted "Pioneer Status" with associated tax incentives to subsidiary Lynas Malaysia Sdn Bhd for its rare earth processing plant at the Taluk Kalong industrial park in Kemaman on Malaysia's east coast.
The incentives would include a 100% corporate tax exemption at the statutory income level for 10 years, and exemption on import duty and sales tax on all raw materials, machinery, equipment and components brought in for the operation. The dividends from Lynas Malaysia to Lynas Corporation would not attract any further taxation to Lynas.
In its December quarter report the company said following moving the processing plant from China to Malaysia, Lynas exited China and had been refunded a RMB 3.9 million ($A670,000) government levy for land use. One obvious deterrent for the company was the imposition of a rare earths export tariff of 10% for all Chinese producers. China currently produces 95% of theworld supply of rare earths.
A recent report by Perth stockbroker Patersons placed a speculative buy on Lynas following an Australian Federal Government initiative to phase out inefficient incandescent light bulks to be replaced with compact fluorescent bulks as energy savers. At this stage fluorescent bulks penetrate only 5% of the Australian market, and Patersons said California was planning to follow suit.
Patersons analyst Levi Spry said first production for Lynas was expected in mid 2008 and that it would ramp up to 10,500 tonnes per annum rare earths within 12 months and to 20,000 tpa by 2010.
Fluorescent bulbs use the rare earths europium and yttrium as phosphors and while yttrium was in surplus the europium market was "tighter."
"While only 0.44% of the Mt Weld deposit rare earth content is europium, at $US250,000/tonne europium accounts for 12% of revenue at rare earth spot prices of $US8,950/t," Spry said.
He said development of Mt Weld comes when rare earth prices - particularly neodymium in the micro-magnet sector - are trending strongly up. Patersons, which was co-manager of Lynas' big capital raising of $A40 M at $A0.31/share ($US0.252/share), had revised its long term flat price assumption for rare earths to $US8,000/t from an earlier $US7,400/t.
An earlier detailed study by Austock Equities Research in Sydney said that once operating Mt Weld would be providing about 10% of global demand for rare earths
Austock said the rare earths market had been impacted in the past two decades by over supply from China with significantly lower pricing the net result. The Chinese supply, however, was expected to decline or at least stabilise through production controls.
"At the same time demand is expected to increase appreciably, driven primarily through applications in consumer electronics (permanent magnets, phorphos and batteries) and the automotive industry (catalytic converters, permanent magnets in electrical componentry and batteries).
http://www.mineweb.co.za/mineweb/view/mineweb/en/page43?oid=…
Antwort auf Beitrag Nr.: 28.647.093 von Mhoopisblues am 03.04.07 19:53:29abere wenn wir hier schon 20% derwelt abdecken, arafura gibts ja auch noch und es werden sicherlich andere folgen.
dann bin ich aber mal gespannt wie sich der preis der "seltenen metalle" entwickelt. Vielleicht doch nicht so selten?
dann bin ich aber mal gespannt wie sich der preis der "seltenen metalle" entwickelt. Vielleicht doch nicht so selten?
Antwort auf Beitrag Nr.: 28.644.654 von ron_kali am 03.04.07 17:56:31Ich möchte hierzu nochmals aus dem interessanten Artikel unter heise.de zitieren, auch deshalb, weil noch immer das Gerücht von der kurzen Minen-Lebensdauer kursiert:
"Die Mt. Weld Lagerstätten (ca 25 % Lanthanoxide, cac. 45 % Ceroxide sowie 20 % Neodymoxide) sind die weltweit größte Fundstätte von "Seltenerdmetallen", wobei diese sogar in der Lage wären über einen Zeitraum von 30 Jahren 20 % der weltweiten Nachfrage zu decken. Somit dürfte Lynas in den nächsten Jahren in der Spitze etwa 75 bis 100 Millionen USD pro Jahr verdienen."
Der Link ist unten bei JoJo zu finden.
"Die Mt. Weld Lagerstätten (ca 25 % Lanthanoxide, cac. 45 % Ceroxide sowie 20 % Neodymoxide) sind die weltweit größte Fundstätte von "Seltenerdmetallen", wobei diese sogar in der Lage wären über einen Zeitraum von 30 Jahren 20 % der weltweiten Nachfrage zu decken. Somit dürfte Lynas in den nächsten Jahren in der Spitze etwa 75 bis 100 Millionen USD pro Jahr verdienen."
Der Link ist unten bei JoJo zu finden.
Antwort auf Beitrag Nr.: 28.643.414 von Mhoopisblues am 03.04.07 17:04:27naja aru hat deutlich weniger cash zur verfügung als lyc. beide müssen ja noch die komplette infrastruktur zum abbau ihrer seltenerden-depots errichten. dazu kommt, dass die mineralienkonzentration bei lyc deutlich höher ist. jetzt sind noch diverse genehmigungen - die vermutlich nur formalien sind - bei lyc eingetroffen. okay, die situation der anderen aru projekte kann ich nicht genau einschätzen, aber zumindest was seltene erden angeht seh ich lyc doch im vorteil. bitte korrigier mich, wenn du das anders siehst
Trading Spotlight
Hier noch ein Zitat aus dem Oxfordclub:
"Das größte Konsumentenland, die USA, sind zu 100% vom Import der Seltenerdmetalle abhängig. Die USA verfügt nach Schließung der kalifornischen Mine Mountain Pass über kein Vorkommen an Seltenerdmetallen mehr und hat auch keine strategische Reserve angelegt.
Dagegen haben die Chinesen den Wert ihrer hochgradigen Seltenerdmetall-Vorkommen erkannt. 1992 bemerkte der damalige Regierungschef Deng Xiaoping dazu treffend: ' Da ist das Erdöl im Nahen Osten, und da gibt es die Seltenerdmetalle in China...'"
"Das größte Konsumentenland, die USA, sind zu 100% vom Import der Seltenerdmetalle abhängig. Die USA verfügt nach Schließung der kalifornischen Mine Mountain Pass über kein Vorkommen an Seltenerdmetallen mehr und hat auch keine strategische Reserve angelegt.
Dagegen haben die Chinesen den Wert ihrer hochgradigen Seltenerdmetall-Vorkommen erkannt. 1992 bemerkte der damalige Regierungschef Deng Xiaoping dazu treffend: ' Da ist das Erdöl im Nahen Osten, und da gibt es die Seltenerdmetalle in China...'"
Antwort auf Beitrag Nr.: 28.642.120 von ron_kali am 03.04.07 16:20:16Meiner Meinung nach ist LYC besser aufgestellt als ARU.
Darf ich fragen, was Dich zu dieser Meinung kommen läßt?
Darf ich fragen, was Dich zu dieser Meinung kommen läßt?
Antwort auf Beitrag Nr.: 28.630.353 von snowflyer1 am 02.04.07 21:50:51Danke für das Posting, diese Website ist ein MUSS für jeden REE-Fan! Daher hier nochmals die Adresse:
http://theanchorhouse.com/
Gruss, Sunwin
http://theanchorhouse.com/
Gruss, Sunwin
Mit den news lassen sich wohl die kurssteigerungen der letzten zeit erklären. Da wusste es wohl schon jemand vorher. oder hats geahnt.
Meiner Meinung nach ist LYC besser aufgestellt als ARU. Fehlt nur noch ein bisschen mehr Bekanntheit.
Meiner Meinung nach ist LYC besser aufgestellt als ARU. Fehlt nur noch ein bisschen mehr Bekanntheit.
Antwort auf Beitrag Nr.: 28.636.735 von Sunwin am 03.04.07 12:02:23Comment: Hybrid cars are on the way! If President Bush won\'t put restrictions on auto emissions the EPA and the US Supreme Court will.
Heute auf Tagesschau-online zu lesen:
http://www.tagesschau.de/aktuell/meldungen/0,1185,OID6582682…
Heute auf Tagesschau-online zu lesen:
http://www.tagesschau.de/aktuell/meldungen/0,1185,OID6582682…
Durchsuchen
23.01.24 · kapitalerhoehungen.de · BASF |
22.01.24 · wallstreetONLINE Redaktion · Lynas Rare Earths |
08.08.23 · nebenwerte ONLINE · Lynas Rare Earths |
21.06.23 · Konstantin Oldenburger · Lynas Rare Earths |