LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 193)

[JoJo49]

LYC Lynas Corporation Limited
June 2011
3rd Funds Received - Sojitz / JOGMEC Facilities
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=636674


http://www.miningweekly.com/article/chinese-policy-decisions…

China’s growth plan will sustain rare-earth element consumption

By: Jonathan Faurie

3rd June 2011

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Googleübersetzt: http://translate.google.de/translate?hl=de&sl=en&u=http://ww…


Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 41.588.743 von JoJo49 am 01.06.11 13:19:59

Das war die Geschichte und hier eine klare und akteulle Rechnung eunes users aus dem HC-Forum zu Lynas:
http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147259…
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yes ,$180/kg is the aveage basket price for LYC's products
Imagine about a year ago it was just merely USD16-18/kg , and ihas basically now jump 10 holds.
Thanks to China keep restricting/reducing its export quota and the ever increasing demand for rare earth !!
LYC by 2012/2013 will have an annual revenue of over USD 3 billions , and its operating cost/cost of goods manufactured is merely USD 10-12/kg (USD 200M to USD 240M)

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http://www.tickerspy.com/newswire/?p=4623
Rare Earths Stocks Rise As New Player Plans Entry (VALE, AAPL, MCP, LYSCF, AVL, REE, REMX)

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


Grüsse JoJo

[JoJo49]

http://www.cs-re.org.cn/en/modules.php?name=News&file=articl…" target="_blank" rel="nofollow ugc noopener">http://www.cs-re.org.cn/en/modules.php?name=News&file=articl…

News: Outline on the development and Policies of China Rare Earth industry


Dr. Chen Zhanheng
Deputy Director

Office of the Chinese Society of Rare Earths
No. 76, Xue Yuan Nan Lu, Zip Code 100081 Beijing China


Remark: I noticed that there were misunderstandings on China rare earth industry. You can find the real situation here. you can find the figures by click.

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


Grüsse JoJo

[Optimist_]

...die Konkurrenz schläft nicht (bzw. wittert Geschäfte)...

http://www.ft.com/cms/s/0/0503bcdc-8aec-11e0-b2f1-00144feab4…

Brazil’s Vale gears up for rare earths

Vale, the world’s biggest iron ore producer, is gearing up to move into rare earth mining as Brazil tries to compete with China to supply some of the world’s most sought-after metallic elements, says Brazil’s science and technology minister, Aloizio Mercadante.
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“Vale would bring big benefits to Brazil by entering into this rare earth market and I think it’s an important thing for the west as a whole. It would also benefit Vale as a company,” Mr Mercadante said.

Vale confirmed it was looking at investing in the production of these metallic elements, adding that the project was still at a “preliminary stage”.

http://news.yahoo.com/s/afp/20110531/bs_afp/franceenergynucl…

Areva and Rhodia in nuclear and rare earths deal


PARIS (AFP) – French nuclear group Areva and chemicals counterpart Rhodia on Tuesday announced an agreement to develop deposits containing a mix of uranium and rare earth elements.

Under the terms of a memorandum of understanding, the companies will combine their respective expertise "to put together joint offers for the development and exploitation of hitherto unworked deposits containing the two strategic resources," the companies said in a statement.

"Eventually, the two parties could link up to conduct joint technical audits or studies of identified deposits, create specific joint-ventures or co-participate in mining projects carried out by Areva or third parties," the statement continued.

Areva senior executive vice president Sebastien de Montessus said the agreement "paves the way for the development of deposits with untapped potential and testifies to the synergies that exist between our two groups."

It will give Areva access to new uranium sources while helping to ensure strategic metals supplies to Rhodia, he added.

Frederic Carencotte, industrial director of Rhodia Rare Earth Systems, called the deal a new step in the company's diversification policy, enabling his group access to "the most sought-after rare earths."

[JoJo49]

http://www.emfis.de/global/global/nachrichten/beitrag/id/Lyn…
Wirtschaftsnews - von heute 09:12

Lynas Corp.: Seltene-Erden-Werk in Malaysia gefährdet




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Positive Auswirkungen überwiegen

Nach dem Atom-Desaster in Fukushima hat Strahlenangst gegenwärtig Hochkonjunktur. Nichtsdestotrotz überwiegen die Pro-Argumente für den Bau der Anlage. Malaysia ist als Hightech-Land dringend auf eine ungehinderte Versorgung mit Seltenen Erden angewiesen. Da China seine Exporte erkennbar reduziert, ist die Belieferung mit den begehrten Rohwaren aus Australien eine echte Alternative. Abgesehen davon werden in der lediglich etwa 10.000 Einwohner zählenden Stadt hunderte neue Arbeitsplätze entstehen, und die Erlöse aus Exporten beziffert die malaysische Regierung auf stattliche 1,67 Milliarden US-Dollar jährlich. Insofern ist es keine Überraschung, dass die Behörden dem Projekt positiv gegenüberstehen.

Von daher kann davon ausgegangen werden, dass das Werk gebaut wird - auch weil die Angst vor radioaktiver Strahlung im asiatischen Raum längst nicht so ausgeprägt ist wie beispielsweise in Deutschland. Für die Lynas Corp würde dies bedeuten, dass sie ihre die Stellung als eine der global führenden Seltene-Erden-Gesellschaften dadurch weiter ausbauen kann.



Quelle: EMFIS.COM, Autor: (gh)


Grüsse JoJo

[JoJo49]

http://www.emfis.de/global/global/top-stories/beitrag/id/Sel…

Wirtschaftsnews - & Top-Story - 30.05.11

Seltene Erden: Chinas Exporte im freien Fall


Peking 30.05.2011 (www.emfis.com) China lässt den Ankündigungen, die Ausfuhren an Seltenen Erden spürbar zu senken, Taten folgen.

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Ungeachtet der Tatsache, dass der Bereich „Seltene Erden“ bereits außergewöhnlich gut gelaufen ist, kann nicht ausgeschlossen werden, dass die „Rallye“ noch ein bisschen weiterläuft, zumindest sofern die Weltwirtschaft nicht in eine neuerliche Rezession zurückfällt, wovon zur Stunde jedoch nicht auszugehen ist.



Quelle: EMFIS.COM, Autor: (gh)



Grüsse JoJo

[JoJo49]

Aktuell aus dem HC-Forum hauptsächlich für Physiker: http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147178…
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Hi all,

I've managed to get hold of the rest of the EIA report. I haven't look through it but it seems to be the rest of the missing stuff from the previous one that I've posted here on HC.

Here is the link to my google docs.

https://docs.google.com/viewer?a=v&pid=explorer&chrome=true&…

Enjoy,
flatfile
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http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147179…
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OK, here's the most important part (taker from Part 2, page 71) :

Conclusion.

The results of the assessment have indicated that operation of the plant would not cause undue radiological risk to workers and members of the public.

The highest possible doses to be received by workers resulting from operation of the plant for the first 10 years are below 13 mSv per year. The possible dose to be received by members of the public resulting from operation of the plant is 0 mSv per year.

These estimated doses are well below the annual dose limits allowed for workers and members of the public by the Radiation Protection (Basic Safety Standard) Regulations of 1988.

There are residues generated from the process, and one of the streams appears to be slightly enhanced in terms of concentration of TENORM, but the method adopted to keep them during the entire operational period of the plant has proved that the resulting doses to workers and members of the public are within the permissable annual dose limit.

Based on the results of the radiological impact assessment, it is concluded that operation of the plant would not cause any radiological risk to the workers and members of the public living in the surrounding areas of the site beyond what is allowed by the regulatory authority.




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Grüsse JoJo

[mintelo]

Antwort auf Beitrag Nr.: 41.579.801 von JoJo49 am 31.05.11 10:00:32

Vielen Dank!

[JoJo49]

Antwort auf Beitrag Nr.: 41.579.710 von mintelo am 31.05.11 09:50:29

Nein, die Ursache dürfte, jedenfalls IMHO, die Reaktion auf Veröffentlichung durch Lynas von Gestern sein.
siehe Posting: JoJo49 schrieb am 30.05.11 13:26:53
Beitrag Nr.1530 (41.575.724)

Grüsse JoJo

[mintelo]

Zitat von JoJo49: Nur wenn du dein Depot in den USA hast.

ansonsten: All other terms and conditions of the ADR program remain unchanged.

http://de.wikipedia.org/wiki/American_Depositary_Receipt

Grüsse JoJo

damit wird die Sache schon deutlicher, erklärt sich daraus auch der Umsatz?