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Mustapa: Lynas jumping gun over rare earth refinery start date
NEWS/COMMENTARIES
Tuesday, 08 November 2011 Aurora
By Shannon Teoh, The Malaysian Insider
Datuk Seri Mustapa Mohamed has slammed Lynas Corp for pre-empting the government by repeatedly projecting start dates for the Australian miner’s controversial RM1.5 billion rare earth plant in Kuantan.
The international trade and industry minister accused the Australian company of “jumping the gun” and failing to engage transparently with residents around its Kuantan refinery who have opposed the project due to fears of radiation pollution.
Mustapa denied that the government was colluding with Lynas to ride roughshod over public safety.
“They have no business to pre-empt the (Atomic Energy Licensing) board. No business at all to issue these kind of statements and we have reprimanded them,” Mustapa told The Malaysian Insider in an interview last week.
The minister said he understood the alarm of local residents over the project and has told Lynas repeatedly it “has not done enough engagement.”
“They’ve underestimated but learnt their lesson. They have been more transparent over the last one or two months.
“But I saw them last week in Perth, it’s still not enough,” the Jeli MP said, adding that the failure of both Lynas and the government to engage from the start has resulted in “some people who cannot be persuaded.”
Mustapa was accused of being a “Lynas spokesman” by Kuantan MP Fuziah Salleh last week.
He denied the accusation from the PKR vice-president who has led protests against the Lynas plant, saying it was “akin to calling me a traitor.”
Lynas had earlier projected to be given the go-ahead from radiation regulators AELB by the fourth quarter of this year.
But Putrajaya said last week it asked for changes and additional information on September 19 from the Sydney-based firm with regard to its safety submissions.
Having shed more than half its value on the Australian Securities Exchange over the past six months, it was then reported to expect a pre-operating licence “by the end of the year and it could come before analysts make a planned visit to the plant this month.”
“‘Slight delays’ at its controversial Malaysian refinery will not affect its plans to supply rare earths to customers by the first half of next year,” Australian daily Sydney Morning Herald said on November 1.
The Malaysian government had adopted in July the 11 recommendations set out by an International Atomic Energy Agency-led (IAEA) review of the refinery.
http://www.malaysia-today.net/mtcolumns/newscommentaries/447…
NEWS/COMMENTARIES
Tuesday, 08 November 2011 Aurora
By Shannon Teoh, The Malaysian Insider
Datuk Seri Mustapa Mohamed has slammed Lynas Corp for pre-empting the government by repeatedly projecting start dates for the Australian miner’s controversial RM1.5 billion rare earth plant in Kuantan.
The international trade and industry minister accused the Australian company of “jumping the gun” and failing to engage transparently with residents around its Kuantan refinery who have opposed the project due to fears of radiation pollution.
Mustapa denied that the government was colluding with Lynas to ride roughshod over public safety.
“They have no business to pre-empt the (Atomic Energy Licensing) board. No business at all to issue these kind of statements and we have reprimanded them,” Mustapa told The Malaysian Insider in an interview last week.
The minister said he understood the alarm of local residents over the project and has told Lynas repeatedly it “has not done enough engagement.”
“They’ve underestimated but learnt their lesson. They have been more transparent over the last one or two months.
“But I saw them last week in Perth, it’s still not enough,” the Jeli MP said, adding that the failure of both Lynas and the government to engage from the start has resulted in “some people who cannot be persuaded.”
Mustapa was accused of being a “Lynas spokesman” by Kuantan MP Fuziah Salleh last week.
He denied the accusation from the PKR vice-president who has led protests against the Lynas plant, saying it was “akin to calling me a traitor.”
Lynas had earlier projected to be given the go-ahead from radiation regulators AELB by the fourth quarter of this year.
But Putrajaya said last week it asked for changes and additional information on September 19 from the Sydney-based firm with regard to its safety submissions.
Having shed more than half its value on the Australian Securities Exchange over the past six months, it was then reported to expect a pre-operating licence “by the end of the year and it could come before analysts make a planned visit to the plant this month.”
“‘Slight delays’ at its controversial Malaysian refinery will not affect its plans to supply rare earths to customers by the first half of next year,” Australian daily Sydney Morning Herald said on November 1.
The Malaysian government had adopted in July the 11 recommendations set out by an International Atomic Energy Agency-led (IAEA) review of the refinery.
http://www.malaysia-today.net/mtcolumns/newscommentaries/447…
http://www.theage.com.au/environment/energy-smart/thorium-pu…
Thorium pushed as uranium alternative
..
The foundation backs the more rapid development of a different approach: liquid thorium fuel technology, which was pioneered by the American nuclear physicist Alvin Weinberg in the 1960s.
Opportunities to capitalise on thorium are likely to exist for the ASX-listed Lynas Corporation and Iluka Resources.
Iluka is a mineral sands miner that ranks as the world's biggest producer of zircon and many industry pundits believe its tenements hold more thorium than any other Australian company.
..
http://www.miningaustralia.com.au/news/experts-still-confide…
Experts still confident Lynas will deliver
By Andrew Duffy on 7 November 2011
Deutsche Bank analyst Levi Spry says he is sticking to his “buy” recommendation for Lynas Corporation despite its troubles in Malaysia.
Last week Lynas announced delays in the construction of the Lynas Advanced Materials Plant and said it was unlikely first feed to kiln would occur until early next year.
But Spry said the nature of the plant meant investors should have expected some minor hiccups.
“Given the project complexity, further hold-ups are not unexpected,” he said.
Spry said delays in obtaining an operating permit for the plant had also pushed out his 2012 and 2013 production forecasts.
Lynas said last week its Mount Weld concentration plant was performing ahead of expectations and its Malaysia plant construction was 78 per cent complete at the end of the quarter.
Lynas stocks continue to be volatile in the short-term as the company faces significant public opposition to its Malaysia operations.
It’s share price plunged in late October following a statement by the Malaysian Government that the company had not been given permission to import ore.
But the statement was made in response to earlier incorrect claims Lynas would be shipping ore by the end of October.
The company later slammed the rumours of October shipping as “factually wrong”.
Deutsche Bank said the only future problems for Lynas would be risks production delays could see the company’s funds tighten up around December 2012.
It said if the risk materialised it would have implications for the company’s planned $264 million stage II expansion.
Thorium pushed as uranium alternative
..
The foundation backs the more rapid development of a different approach: liquid thorium fuel technology, which was pioneered by the American nuclear physicist Alvin Weinberg in the 1960s.
Opportunities to capitalise on thorium are likely to exist for the ASX-listed Lynas Corporation and Iluka Resources.
Iluka is a mineral sands miner that ranks as the world's biggest producer of zircon and many industry pundits believe its tenements hold more thorium than any other Australian company.
..
http://www.miningaustralia.com.au/news/experts-still-confide…
Experts still confident Lynas will deliver
By Andrew Duffy on 7 November 2011
Deutsche Bank analyst Levi Spry says he is sticking to his “buy” recommendation for Lynas Corporation despite its troubles in Malaysia.
Last week Lynas announced delays in the construction of the Lynas Advanced Materials Plant and said it was unlikely first feed to kiln would occur until early next year.
But Spry said the nature of the plant meant investors should have expected some minor hiccups.
“Given the project complexity, further hold-ups are not unexpected,” he said.
Spry said delays in obtaining an operating permit for the plant had also pushed out his 2012 and 2013 production forecasts.
Lynas said last week its Mount Weld concentration plant was performing ahead of expectations and its Malaysia plant construction was 78 per cent complete at the end of the quarter.
Lynas stocks continue to be volatile in the short-term as the company faces significant public opposition to its Malaysia operations.
It’s share price plunged in late October following a statement by the Malaysian Government that the company had not been given permission to import ore.
But the statement was made in response to earlier incorrect claims Lynas would be shipping ore by the end of October.
The company later slammed the rumours of October shipping as “factually wrong”.
Deutsche Bank said the only future problems for Lynas would be risks production delays could see the company’s funds tighten up around December 2012.
It said if the risk materialised it would have implications for the company’s planned $264 million stage II expansion.
Nichts wirklich neues was JL hier von sich gibt aber im Großen und Ganzen eine teiweise nachvollziehbare Aussage.
Grüsse JoJo
http://www.reuters.com/article/2011/11/01/us-rare-earths-lif…
Most non-Chinese rare earth projects doomed: consultant
By Alessandra Prentice
LONDON | Tue Nov 1, 2011 10:25am EDT
LONDON (Reuters) - The vast majority of non-Chinese rare earth metal (REM) ventures will fail due to a lack of expertise and high ore processing costs, says Jack Lifton, founder of the industry consultancy Technology Metals Research.
...
...
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…
What are their prices?http://www.lynascorp.com/page.asp?category_id=1&page_id=25
Grüsse JoJo
http://www.reuters.com/article/2011/11/01/us-rare-earths-lif…
Most non-Chinese rare earth projects doomed: consultant
By Alessandra Prentice
LONDON | Tue Nov 1, 2011 10:25am EDT
LONDON (Reuters) - The vast majority of non-Chinese rare earth metal (REM) ventures will fail due to a lack of expertise and high ore processing costs, says Jack Lifton, founder of the industry consultancy Technology Metals Research.
...
...
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…
What are their prices?http://www.lynascorp.com/page.asp?category_id=1&page_id=25
In dem folgendem Artikel geht es primär um die anstehenden Wahlen in Malaysia und wir wissen auch das die Regierungspartei die Wahlen wieder gewinnen wird und die LAMP haben will nur interessant finde ich den Passus zur LAMP das u.a. auch Oppositionsparteien der LAMP neutral bis positiv sehen und der AELB vertrauen.
Da scheint Fuziah Salleh mit ihrer PKR und ihrer Antilynasbewegung ziemlich allein auf weiter Front zu stehen.
Grüsse JoJo
http://www.thestar.my/news/story.asp?file=/2011/11/7/nation/…
Monday November 7, 2011
Pahang BN: Kuantan and Indera Mahkota will fall to us
By ROSLINA MOHAMAD
roslina@thestar.com.my
KUANTAN: The Pahang Barisan Nasional is confident it can take back two parliamentary seats Kuantan and Indera Mahkota at the next general election.
...
Adnan, who is the Mentri Besar said if AELB allowed Lynas Malaysia Sdn Bhd to commence its operation in the Gebeng industrial area here, it would mean the project was safe.
...
Googleübersetzt: http://translate.googleusercontent.com/translate_c?hl=de&ie=…
Da scheint Fuziah Salleh mit ihrer PKR und ihrer Antilynasbewegung ziemlich allein auf weiter Front zu stehen.
Grüsse JoJo
http://www.thestar.my/news/story.asp?file=/2011/11/7/nation/…
Monday November 7, 2011
Pahang BN: Kuantan and Indera Mahkota will fall to us
By ROSLINA MOHAMAD
roslina@thestar.com.my
KUANTAN: The Pahang Barisan Nasional is confident it can take back two parliamentary seats Kuantan and Indera Mahkota at the next general election.
...
Adnan, who is the Mentri Besar said if AELB allowed Lynas Malaysia Sdn Bhd to commence its operation in the Gebeng industrial area here, it would mean the project was safe.
...
Googleübersetzt: http://translate.googleusercontent.com/translate_c?hl=de&ie=…
Annual Report 2011
Lynas Annual Report 2011
http://www.lynascorp.com/content/upload/files/Reports/ANNUAL…
Financial Report 2011
Financial Report for the year ended 2011
http://www.lynascorp.com/content/upload/files/Announcements/…
Lynas Annual Report 2011
http://www.lynascorp.com/content/upload/files/Reports/ANNUAL…
Financial Report 2011
Financial Report for the year ended 2011
http://www.lynascorp.com/content/upload/files/Announcements/…
Trading Spotlight
Auf 100-Seiten alle aktuellen Infos zu und um Lynas:
LYC Lynas Corporation Limited
October 2011
28th Annual Report to shareholders
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6546…
The Lynas vision is to become the leader
in Rare Earths for a sustainable future.
This vision lives through our people
and the way we do business.
Shared values and a culture which
unlocks the potential of our people
are fundamental to our success.
This is the Lynas Way.
LYNAS
...
Safety is the basis of how we care for
our people and our communities. We
think, talk and act safely. Lynas cares
by protecting our environment and
building sustainable relationships with our
communities. We succeed by encouraging
our people to reach their full potential.
...
Respect is central to how we conduct
our business and relate to each other.
At Lynas we value our differences and take
pride in making things happen. We respect
our history and celebrate our success.
We do what we say we will do.
...
Relationships underpin our success. At
Lynas we recognise that teamwork drives
our performance and that teams thrive on
inspiring leadership. We care for and support
each other and are focussed on delivering
outcomes for our customers.
RELATIONSHIPS
...
We hold integrity as a core commitment. At
Lynas we communicate openly and honestly
with each other and our communities. We
trust each other and admit and learn from our
mistakes. Our stand for integrity is what allows us
to be truly innovative in the pursuit of our vision.
...
We are passionate about what we do and
boldly find new ways to succeed. At Lynas we
embrace breakthrough thinking and imagine
our future. We aspire to great things and have
the courage to succeed in building a global
Rare Earths business.
COURAGE
...
The Lynas values of care, respect, relationships,
integrity and courage guide our decision
making every day. They provide certainty for
our people and give us a shared understanding
about expectations. These values have been
developed over the last two years and reflect
who we are and what we stand for.
Shared values, ONE VISION.
LYNAS
...
...
NOTICE OF ANNUAL GENERAL MEETING
To be held on Wednesday 30 November 2011 at 10.00 am (Sydney time) at the Barnet Long Room, Customs House, 31 Alfred Street, Sydney NSW
...
...
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…
@ ein schönes WE
kann bis zum 06.11. nicht online sein
bis dann
Grüsse JoJo
LYC Lynas Corporation Limited
October 2011
28th Annual Report to shareholders
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6546…
The Lynas vision is to become the leader
in Rare Earths for a sustainable future.
This vision lives through our people
and the way we do business.
Shared values and a culture which
unlocks the potential of our people
are fundamental to our success.
This is the Lynas Way.
LYNAS
...
Safety is the basis of how we care for
our people and our communities. We
think, talk and act safely. Lynas cares
by protecting our environment and
building sustainable relationships with our
communities. We succeed by encouraging
our people to reach their full potential.
...
Respect is central to how we conduct
our business and relate to each other.
At Lynas we value our differences and take
pride in making things happen. We respect
our history and celebrate our success.
We do what we say we will do.
...
Relationships underpin our success. At
Lynas we recognise that teamwork drives
our performance and that teams thrive on
inspiring leadership. We care for and support
each other and are focussed on delivering
outcomes for our customers.
RELATIONSHIPS
...
We hold integrity as a core commitment. At
Lynas we communicate openly and honestly
with each other and our communities. We
trust each other and admit and learn from our
mistakes. Our stand for integrity is what allows us
to be truly innovative in the pursuit of our vision.
...
We are passionate about what we do and
boldly find new ways to succeed. At Lynas we
embrace breakthrough thinking and imagine
our future. We aspire to great things and have
the courage to succeed in building a global
Rare Earths business.
COURAGE
...
The Lynas values of care, respect, relationships,
integrity and courage guide our decision
making every day. They provide certainty for
our people and give us a shared understanding
about expectations. These values have been
developed over the last two years and reflect
who we are and what we stand for.
Shared values, ONE VISION.
LYNAS
...
...
NOTICE OF ANNUAL GENERAL MEETING
To be held on Wednesday 30 November 2011 at 10.00 am (Sydney time) at the Barnet Long Room, Customs House, 31 Alfred Street, Sydney NSW
...
...
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…
@ ein schönes WE
kann bis zum 06.11. nicht online sein
bis dann
Grüsse JoJo
NOTICE OF ANNUAL GENERAL MEETING To be held on Wednesday 30 November 2011
at 10.00 am (Sydney time) at the Barnet Long Room, Customs House, 31 Alfred Street, Sydney NSW
http://www.lynascorp.com/content/upload/files/Announcements/…
at 10.00 am (Sydney time) at the Barnet Long Room, Customs House, 31 Alfred Street, Sydney NSW
http://www.lynascorp.com/content/upload/files/Announcements/…
Antwort auf Beitrag Nr.: 42.267.720 von Emil2365 am 27.10.11 17:10:28So ist es!!
http://www.finanzen100.de/aktien/lynas-corp-ltd-reg-shares-s…
http://www.finanzen100.de/dossier/Seltene+Erden/
http://www.wallstreet-online.de/nachricht/3545329-produktion…
Produktionsstopp Seltene Erden - China will die Preise wieder nach oben bringen
Autor: Björn Junker | 27.10.2011, 15:42
Schlechte Nachrichten für westliche Unternehmen: Wer auf Lieferungen Seltener Erden aus China angewiesen ist, den könnte der nun beschlossene Produktionsstopp härter treffen. Chinesische Hersteller haben den Kampf gegen zuletzt fallende Preise aufgenommen.
...
...
http://de.nachrichten.yahoo.com/seltenes-ist-wertvoll-f%C3%B…
Seltenes ist wertvoll für Deutsche Rohstoff AG
Heidelberg (dapd). Wenn in Deutschland der wichtigste Rohstoff Bildung ist, heißt das umgekehrt auch: Aus der Erde lässt sich hierzulande nur wenig holen. Ohne kluge Köpfe funktioniert die deutsche Wirtschaft zwar nicht. Allerdings benötigt sie auch Zinn für die Herstellung vieler Chemikalien, Seltene Erden für Handys oder Elektroautos oder Germanium für Glasfaserkabel. Die Bundesregierung hat die Sicherung von Rohstoffen deswegen als wichtige Zukunftsaufgabe ausgerufen. Und ein kleines Unternehmen aus Heidelberg wittert gute Geschäfte.
...
...
https://sites.google.com/site/4lynasheads/
Grüsse JoJo
http://www.finanzen100.de/aktien/lynas-corp-ltd-reg-shares-s…
http://www.finanzen100.de/dossier/Seltene+Erden/
http://www.wallstreet-online.de/nachricht/3545329-produktion…
Produktionsstopp Seltene Erden - China will die Preise wieder nach oben bringen
Autor: Björn Junker | 27.10.2011, 15:42
Schlechte Nachrichten für westliche Unternehmen: Wer auf Lieferungen Seltener Erden aus China angewiesen ist, den könnte der nun beschlossene Produktionsstopp härter treffen. Chinesische Hersteller haben den Kampf gegen zuletzt fallende Preise aufgenommen.
...
...
http://de.nachrichten.yahoo.com/seltenes-ist-wertvoll-f%C3%B…
Seltenes ist wertvoll für Deutsche Rohstoff AG
Heidelberg (dapd). Wenn in Deutschland der wichtigste Rohstoff Bildung ist, heißt das umgekehrt auch: Aus der Erde lässt sich hierzulande nur wenig holen. Ohne kluge Köpfe funktioniert die deutsche Wirtschaft zwar nicht. Allerdings benötigt sie auch Zinn für die Herstellung vieler Chemikalien, Seltene Erden für Handys oder Elektroautos oder Germanium für Glasfaserkabel. Die Bundesregierung hat die Sicherung von Rohstoffen deswegen als wichtige Zukunftsaufgabe ausgerufen. Und ein kleines Unternehmen aus Heidelberg wittert gute Geschäfte.
...
...
https://sites.google.com/site/4lynasheads/
Grüsse JoJo
Und wie gehts ez weiter
denke mal lynas wird seinen weg gehen
denke mal lynas wird seinen weg gehen
Antwort auf Beitrag Nr.: 42.266.713 von JoJo49 am 27.10.11 14:52:36Auch der Investor-Verlag hat das Thema wieder entdeckt.
http://www.investor-verlag.de/seltene-erden-das-zeitfenster-…
Seltene Erden: Das Zeitfenster bis 2014
Michael Vaupel in Traders Daily zum Thema Rohstoffe
vom 27. Oktober 2011, 12:00 Uhr
...
Meiner Ansicht nach sind wir gerade in einem Zeitfenster, welches bis ca. 2014 reichen wird. In diesem Zeitfenster gibt es noch kaum Produzenten von Seltenen Erden außerhalb Chinas.
...
Grüsse JoJo
http://www.investor-verlag.de/seltene-erden-das-zeitfenster-…
Seltene Erden: Das Zeitfenster bis 2014
Michael Vaupel in Traders Daily zum Thema Rohstoffe
vom 27. Oktober 2011, 12:00 Uhr
...
Meiner Ansicht nach sind wir gerade in einem Zeitfenster, welches bis ca. 2014 reichen wird. In diesem Zeitfenster gibt es noch kaum Produzenten von Seltenen Erden außerhalb Chinas.
...
Grüsse JoJo
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 |
09.05.23 · ESG Aktien · Lynas Rare Earths |
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| 03.05.24 |