LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 180)

[websin]

Antwort auf Beitrag Nr.: 41.864.696 von websin am 29.07.11 13:23:28

na toll.. ne millisekunde eher oder was FaxenClown?

Kommt Zeit, kommt Produktion, kommen Zahlen, kommt Kurs!
...for sure!

VG, WEBSIN

[websin]

Antwort auf Beitrag Nr.: 41.864.341 von FutureEarth am 29.07.11 12:27:35

@JoJo49, super Link-Info
@FutureEarth, das sehe ich auch so!

[FaxenClown]

Antwort auf Beitrag Nr.: 41.864.341 von FutureEarth am 29.07.11 12:27:35

... und was sagt der Cashflow bei Lynas und MCP? Schon mal darüber nachgedacht? Ich weiß, dass mir jetzt wieder das "Werbefähnchen" umgehängt wird, aber die Aussagefähigkeit real fließenden Cash´s auf´s Firmenkonto sollte man nicht unterschätzen.

Nur mal so ´ne Randbemerkung beim "ich kann gar nicht verstehen, warum Lynas nicht bei XXX€ steht" Themenzyklus.

Ich verstehe es nämlich schon ... und bin da genauso der "ungläubige Thomas", wie Banker, welche klar zwischen Zukunft und Realität unterscheiden können.

Kommt Zeit, kommt Produktion, kommen Zahlen, kommt Kurs!

MfG, FaxenClown

[FutureEarth]

Antwort auf Beitrag Nr.: 41.863.012 von JoJo49 am 29.07.11 09:18:17

Hallo JoJo49,

vielen Dank für den äußerst interessanten Link.

Dies bestätigt weiterhin meine Investition in Lynas (welche ich in den letzten 2 Wochen kontinuierlich aufgestockt habe) und meine These, dass Lynas deutlich unterbewertet ist im Vergleich zu Molycorp auf Grund der Market Cap, Cash Status, Ore grade 8,1% und insbesondere des Minenstatuses "Close to stat-up" bzw. Produktionstermins.

Lynas müsste nur anhand der Kennzahlen zum Vergleich zu Molycorp. allein schon deutlich über 3€ stehen.

Beste Grüße und so long
FutureEarth

[JoJo49]

IMHO eine zwar relativ kurze aber gute Arbeit zum Thema, insbesonder beachtenswert die Seiten 23/24 mit der Übersicht der einzelnen Unternehmen mit u.a. Einschätzungen/Angaben über Ressorcen/Reserven so wie deren Entwicklungsstand hin zum Produzenten.

Grüsse JoJo


http://www.ey.com/Publication/vwLUAssets/The-rare-earths-rac…
Technology minerals

The rare earths race is on!

April 2011

Introduction

This paper builds on our analysis of the
technology minerals1 sector contained in
our previous paper, “Material risk: Access
to technology minerals.” In that paper we
considered the critical minerals supply risk
issue for the high-tech industry. We concluded
that there is an urgency for projects to
be brought into production if they are to
participate in the period of elevated prices.

...

[kingreo]

Antwort auf Beitrag Nr.: 41.856.021 von JoJo49 am 28.07.11 03:23:01

Stark im Quarterly Activity Report (http://203.15.147.66/asxpdf/20110728/pdf/4200k2gmt6sb1l.pdf) ist die Tabelle mit der Darstellung der IAEO Forderungen und wie denen entsprochen wird.

Ich glaube das Thema ist vom Tisch. Nach ein/zwei Tagen, wenn sich die Analysten den Report durchgelesen haben sollte es steil nordwärts gehen...

Kingreo

[JoJo49]

http://www.stocknessmonster.com/news-history?S=LYC&E=ASX
LYC Lynas Corporation Limited
July 2011
28th Quarterly Cashflow Report
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6421…


28th Quarterly Activities Report
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6421…
QUARTERLY REPORT
FOR THE PERIOD ENDING 30 JUNE 2011

HIGHLIGHTS

• Commencement of Concentration Plant operations with commissioning and ramp-up progressing well. REO grade of concentrate in line with, and percentage REO recovery significantly above, ramp-up schedule targets.
• Confirmation by the independent panel of international experts from the IAEA that the Lynas Advanced Materials Plant (“LAMP”) in Kuantan, Malaysia, once completed later this year, is expected to be safe and fully compliant with international standards.
• Announcement by the Malaysian Government to implement recommendations within the IAEA report, providing a conclusive path towards regulatory approvals for the pre-operational licence.
• Issuance of Letter of Award for Engineering, Procurement, Construction and Commissioning Assistance of the Phase 2 expansion to 22,000t REO of the LAMP.
• Signing of a Letter of Intent with Siemens to establish a joint venture company for the sustainable production of neodymium based Rare Earths magnets.
• Completion of Mount Weld latest drilling campaign with encouraging initial assay results.
• Release of the second half 2011 China export quota, resulting in 30,184 tonnes for 2011. The total export quota remains well below the demand for Rare Earths outside of China.
• Increasing average quarterly price for the Mount Weld Rare Earths distribution, on Free On Board (FOB) China basis, to US$173.20/kg REO, an increase of 86%. The domestic Rare Earths Chinese price increased by 200% across the quarter to US$69.38/kg REO.
• Increasing prices continue post quarter end. As at 25 July 2011, the average price for the Mount Weld Rare Earths composition was US$227.52/kg on a FOB China basis and US$98.16/kg REO on a domestic Chinese price basis.

...
...
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Grüsse JoJo

[JoJo49]

Die Prüfung der LAMP durch die IAEA sowie die Aufklärungen der Bevölkerung vor Ort durch die malaysischen Behörden der AELB so wie durch Lynas selber trägt erste Früche und trägt u.a. auch bei der Anti-Lynas Bewegung zur vermehrter Diskussion und dabei zur Versachlichung bei wie es IMHO der folgende Artikel deutlich aufzeichnet.

Grüsse JoJo



http://umno-online.com/?p=42508
MCA Prepared To Mediate In Resolving Lynas Issue


KUANTAN, July 27 – MCA is prepared to be mediator between the ‘Save Malaysia Stop Lynas’ group and the government over the rare earth processing plant of Lynas Corporation Ltd in Gebeng, here.

Party president Datuk Seri Dr Chua Soi Lek said the offer came after the group lamented that they did not have a channel to convey their views to the government on the building of the plant.

He said MCA was open to hearing the group’s views, especially on monitoring of the plant’s operations, to ensure that waste products from the plant would be managed efficiently.

However, Dr Chua said, the group must abide by the conditions set by MCA, one of which was that the issue or claims it made must be based on scientific findings or medical evidence and not based on rumours or hearsay.

“They must also not politicise the issue,” he said after officially opening the Sekolah Jenis Kebangsaan (Cina) Pei Chai new building, here, today.

Earlier, he had met the chairman of the ‘Save Malaysia Stop Lynas’ group, Tan Bun Teet.

Dr Chua said at the moment, the issue was being politicised by certain quarters to show that the Barisan Nasional government was inefficient and ignored the people’s concerns.

“The accusation that the government is insensitive and only accepts the views of Lynas Corporation is not right because the government cares about the people as it depends on their support.”

Asked on feedback from the group, Dr Chua said they were satisfied with the offer made and conditions set by MCA.

The building of the plant became controversial when some quarters objected to it for fear of radiation from the plant which could endanger the residents’ health.

However, the International Atomic Energy Agency recently said the plant was safe but the Australian company needed to undertake certain measures before proceeding with its operations.


Berita Bertarikh 27 July 2011 Pada 7:28 PM

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

[JoJo49]

Ein nicht neuer aber dennoch ein IMHO interessanten Aspeckt den heute ein User aus dem HC-Forum zu Lynas gepostet hat.
Grüsse JoJo



http://hotcopper.com.au/post_single.asp?fid=1&tid=1513128&ms…
direct drive wind turbines by siemens (ImpatientOne)
...

http://www.treehugger.com/files/2010/04/direct-drive-wind-tu…

The above article talks about replacing gears in wind turbines with direct drive permanent magnets. Guess whose REE will be in Siemens' permanent magnets.

Yesterday I stood under a wind turbine and heard the gears grinding away. Which would you prefer: inefficient, high maintenance gears or silent, highly efficient, zero maintenance permanent magnets?

I have been travelling and out of contact so it was with great trepidation that I logged onto my B&B's wifi and checked the price of LYC. I'll borrow the words of another LYC poster: "Go you good thing".

[JoJo49]

http://www.thebull.com.au/articles/a/21463-stocks-to-watch:-…
26.07.2011 12:02 AM
Top Gainer: Lynas Rare Earths (LYC)
...
...
the latest half-year report by clicking here
http://www.lynascorp.com/content/upload/files/Reports/Lynas_…

Chart: Share price over the year to 26/07/2011 versus ASX200 (XJO)

Stock code: LYC


Charts: Lynas Rare Earths Limited


More news: Lynas Rare Earths Limited

Investor Centre: Lynas Rare Earths Limited

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http://www.austrade.gov.au/Invest/Investor-Updates/2011/0725…
Lynas Corporation and Siemens join forces on rare earths production

25 July 2011

Australia’s Lynas Corporation and Germany’s Siemens have signed a letter of intent to establish a joint venture for the production of rare earth magnets.
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…
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http://ictsd.org/i/news/biores/111203/
25th July 2011

Tensions Build over Chinese Rare Earth Quotas
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…
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Bezugnehmen auf die Ankündigung von MCP bin ich jetzt schon auf die Art und Höhe der Dividende bei Lynas gespannt.
http://finance.yahoo.com/news/Molycorp-Declares-Preferred-bw…
Molycorp Declares Preferred Dividends
Press Release Source: Molycorp, Inc. On Monday July 25, 2011, 7:30 am EDT
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo