LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 194)

    eröffnet am 25.04.07 13:15:18 von
    JoJo49

    neuester Beitrag 21.12.14 01:49:37 von
    Optimist_
    Beiträge: 3.188
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    Videomart
    schrieb am 08.11.11 10:50:51
    Beitrag Nr. 1.931 (42.317.182)
    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…
    Avatar
    JoJo49
    schrieb am 08.11.11 14:28:37
    Beitrag Nr. 1.932 (42.318.770)
    IMHO sind all die Bemühungen von Lynas, der AELB und den malayischen Behörden die SMSL bei Ihren Informationen mit Einladungen einzubeziehen um das ganze auf eine faktenberuhende sachliche Ebene zu bringen vergebliche Mühe.
    IMHO müßte die ALEB, Lynas und die zuständige malayischen Behörden gegen die SMSL auf Richtigstellung und Schadenersatzt klagen, denn auch in Malaysia sind nachweislich wiederholte Falschdarstellungen zum Schaden Dritter unter hohe Strafe gestellt.


    Grüsse JoJo :)



    http://www.freemalaysiatoday.com/2011/11/08/miti-aelb-and-sm…
    Miti, AELB and SMSL to visit Lynas site

    Stephanie Sta Maria | November 8, 2011

    Miti will also attempt to strike a middle ground between civil society's interests and those of the nation.

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    Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

    http://www.freemalaysiatoday.com/2011/11/08/miti-on-lynas-pl…
    Miti on Lynas plant: Safety is top priority

    Stephanie Sta Maria | November 8, 2011

    Lynas will not be allowed to operate its plant until it meets IAEA conditions.

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    Avatar
    JoJo49
    schrieb am 08.11.11 15:11:54
    Beitrag Nr. 1.933 (42.319.038)
    IMHO wird die Betriebsgenehmigung durch die AELB Anfang Dezember erfolgen denn damit hätten beide Seiten ihr Gesicht gewahrt.
    Das soll und kann allerdings nicht heißen das damit sofort die zu diesem Zeitpunkt geplante volle Produktionsmarge von 11.000pta startet sondern erst nach dem Eintreffen vom Konzentat aus der Mine der Probeanlauf erfolgen kann.

    http://www.raremetalblog.com/2011/11/brokers-assess-lynas-mo…
    Saturday, November 05, 2011

    Brokers assess Lynas, Molycorp, Peak, Namibia RE, Tertiary

    There is a growing number of brokers following the rare earths and rare metals space. From London, Libertas Partners seem to be well across the subject.
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    http://www.deraktionaer.de/aktien-deutschland/die-besten-akt…
    08.11.2011 07:56 Uhr

    Die besten Aktien der Welt

    Simon Bardt

    ...
    u.a.:
    - welche Seltene-Erden-Produzenten, die nicht in China tätig sind, gerade jetzt wieder für Investoren spannend werden.
    ...

    http://www.rohstoff-welt.de/news/artikel.php?sid=31279
    Tradium-Chef Rüth: Rohstofflagerhaltung der Chinesen ein riskantes Spiel
    08.11.2011 | 7:41 Uhr | DAF
    ...
    ...


    Grüsse JoJo :)
    Avatar
    Optimist_
    schrieb am 08.11.11 18:29:55
    Beitrag Nr. 1.934 (42.320.620)
    Zitat von JoJo49IMHO wird die Betriebsgenehmigung durch die AELB Anfang Dezember erfolgen denn damit hätten beide Seiten ihr Gesicht gewahrt.
    Das soll und kann allerdings nicht heißen das damit sofort die zu diesem Zeitpunkt geplante volle Produktionsmarge von 11.000pta startet sondern erst nach dem Eintreffen vom Konzentat aus der Mine der Probeanlauf erfolgen kann.


    Nicht vergessen darf man die Fertigstellung der Anlage, evt. erfolgt die Genehmigung nur mit Auflagen (sogar wahrscheinlich, auch des zukünftigen Friedens wegen) und damit nochmaligen Verzögerungen durch techn./baul. Anpassungen.

    1.Genehmigung
    2.Anlage fetiggestellt (Stand aktuell: 80%, siehe letzter Activity report)
    3.REO in Malaysia eingetroffen
    ...

    4.Validierung des Prozesses (verbunden mit der Auflage radioaktive Messungen durchzuführen)
    5.cycle time/Durchlaufzeit des REO-Konzentrats bis zum Endprodukt
    6.ramp-up bis auf 11.000 t/a

    Mit Gewinn und voller Kapazität ist sicher nicht vor 2013 zu rechnen, aber das ist reine Spekulation.

    Wichtig ist, dass Lynas jetzt in jedem Schritt professionell arbeitet und kommuniziert. Die Aufbereitung im LAMP ist kein Selbstläufer, das ist (fast) Pionierarbeit und sollte von keinem Investor unterschätzt werden.
    1 Antwort
    Avatar
    JoJo49
    schrieb am 09.11.11 11:28:06
    Beitrag Nr. 1.935 (42.324.158)
    Antwort auf Beitrag Nr.: 42.320.620 von Optimist_ am 08.11.11 18:29:55Ein durchaus nachvollziehbares Szenario.
    Hätte IMHO mehr als eine Daumen verdient!

    Wer sich Sorgen um die REE-Preisentwicklung macht sollte folgeden Artikel vollständig lesen:
    http://au.ibtimes.com/articles/245844/20111109/doubling-dema…
    Doubling Demand for Rare Earths Seen Pushing Prices Up in 2012

    By Christine Gaylican | November 9, 2011 3:52 PM EST

    Die verschiedenen und umfangreichen Einsatz von Permanentmagneten in elektronischen Geräten, Radar-, Hybrid-Autos, energieeffiziente Sonnenkollektoren und Windturbinen kontinuierlich drücken Sie die Nachfrage und Preis für Seltene Erden im Jahr 2012.


    (Foto: Reuters / David Gray)
    Workers wearing face masks load discarded piles of sacks onto a truck at a rare earth smelting plant located on the outskirts of the city of Baotou in China's Inner Mongolia Autonomous Region October 31, 2010. Arbeiter tragen Gesichtsmasken Last verworfen Stapel von Säcken auf einen LKW zu einem seltenen Erden Schmelzwerk am Rande der Stadt Baotou in der Inneren Mongolei Chinas Autonomer Region 31. Oktober 2010 befindet.


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    http://translate.googleusercontent.com/translate_c?hl=de&ie=…

    Grüsse JoJo :)
    Avatar
    JoJo49
    schrieb am 09.11.11 11:55:01
    Beitrag Nr. 1.936 (42.324.381)
    Einige User aus dem HC-Forum gehen davon aus das einige Teilnehmer aus dieser Konferenz wie Broker, Analysten usw. eingeladen werden wie auch Kunden und Partner mit LYC-Verträgen für eine geführte Tour durch die LAMP am darauffolgendem Wochenende.

    Grüsse JoJo :)




    http://www.metalevents.com/events/7th-international-rare-ear…
    7th International Rare Earths Conference


    Kowloon Shangri-La Hotel, Hong Kong
    November 15-17 2011



    This event is now sold out with over 350 delegates registered. Please contact sales$metalevents.com (please replace the $ with @ if it is a genuine e-mail) to join the waiting list or to check for cancellations.

    Metal Events Ltd and Roskill Information Services Ltd are once again returning to Hong Kong to hold their 7th International Rare Earths Conference.

    This has become the international event for the global rare earths industry and last year attracted a record number of participants representing all the major global producers, end-users, traders, investors and funds.

    This year’s programme will focus chiefly on end-use markets for rare earths and consumption trends, while reviewing supply-side developments.



    New for 2011 – Exhibition Space – SOLD OUT
    We are pleased to announce that space has been made at this year’s event to enable companies to promote their projects on a one to one basis to other delegates for the duration of the conference.

    PLEASE NOTE THAT THIS CONFERENCE WILL BE CONDUCTED IN ENGLISH ONLY

    Programme

    Tuesday 15 November
    16:00 – 19:00 Registration
    18:00 – 20:00 Welcome Reception kindly sponsored by Great Western Minerals Group

    Wednesday 16 November
    08:00 – 09:00 Registration desk re-opens
    Session 1 – Rare earths sector overview
    09:00 Opening by Judith Chegwidden, Director, Roskill Information Services Ltd., United Kingdom;
    09:15 “Rare earth markets and supply/demand dynamics: Stormy seas, fog and shoals”. Constantine Karayannopoulos, President & CEO, Neo Material Technologies Inc., Canada;
    09:45 ”China’s rare earth market”, by Zhang Zhong, General Manager, Inner Mongolia Baotou Steel Rare Earth Hi-Tech Co., Ltd
    10:15 Coffee break

    Session 2 – Outlook for future supply
    11:15 “New sources of supply – Lynas”, by Nick Curtis, Executive Chairman, Lynas Corporation Ltd., Australia;

    11:40 “The next rare earth era: Global diversity in
    rare earth manufacturing”, by Mark Smith, CEO, Molycorp Inc., USA;
    12:05 “Rare earths resources in Russia”, by Pavel Detkov, Managing Director, Polyfer Handels/Solikamsk Works, Austria;
    12:30 “The outlook for Jiangxi rare earths production”, by Zhong Xiao Yun, General Manager, Jiangxi Rare Earth & Rare Metals Tungsten Group, China;
    12:55 Q & A
    13:00 – 14:30 Luncheon kindly sponsored by Avalon Rare Metals Inc

    Session 3- Efficient processing for rare earths
    14:30 ”What rare earth producers and processors have to do to manage their waste products”, by Horst Monken-Fernandes, Division of Nuclear Fuel Cycle & Waste Technology, IAEA, Austria;
    14:55 “Processing options for rare earths: from ore to mixed rare earth product”, by Karin Soldenhoff, Manager – Process Development Research, ANSTO – Minerals, Australia;
    15:20 “Processing and utilisation of rare earth solid wastes”, by Tao Xu, VP Baotou Research Institute of Rare Earths, PR China;
    15:45 Q&A
    16:00 Tea

    Thursday 17 November
    Session 4 – Rare earths consumption
    09.30 “Rare earths for the phosphors market”, by Jean-Guy Le Helloco, Electronics BU Director, Rhodia, France;
    09:55 “Trends in the use of rare earths in polishing powders and dielectric ceramics”, by Jai Subramanian, Global Business Manager, Ferro Corp., USA;
    10:20 “Latest research and development trends in magnetic functional materials,” by Dr. Yu Dunbo, Grirem Advanced Materials Co., Ltd., China;
    10:45 Q&A
    11:00 Coffee

    Session 5 – Recycling and challenges for rare earths
    11:45 “Downstream developments in Sichuan’s rare earths industry”, by Prof. Liu Zifu, Senior Consultant, Sichuan Province Engineering Consultancy & Reserach Institute, China;
    12:10 “Rare earths recycling”, by Allan Walton, Research Fellow Metallurgy & Materials, Birmingham University, United Kingdom;
    12:35 “Opportunities & challenges for rare earths in green technologies”, by Suzanne Shaw, Senior Analyst, Roskill Information Services, United Kingdom;
    13:00 Q&A
    13:15 Close and luncheon kindly sponsored by Avalon Rare Metals Inc

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    JoJo49
    schrieb am 09.11.11 12:10:45
    Beitrag Nr. 1.937 (42.324.508)
    http://www.theaureport.com/pub/na/11550
    John Kaiser: Rare Earth Companies Poised for Comeback

    Source: JT Long of The Critical Metals Report (11/8/11)

    The companies in a race to produce critical heavy rare earth elements by 2016 are already way ahead of their smaller competitors. In this exclusive interview with The Critical Metals Report, Kaiser Research Online editor John Kaiser handicaps the players on the end-user, producer and investor side—believe it or not, China may have the largest stake in developing sources outside its borders.

    Companies Mentioned: Avalon Rare Metals Inc. - Commerce Resources Corp.- Lynas Corp. - Molycorp Minerals - Quest Rare Minerals Ltd.- Rare Element Resources Ltd.- Tasman Metals Ltd.

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    Grüsse JoJo :)
    Avatar
    JoJo49
    schrieb am 09.11.11 12:56:47
    Beitrag Nr. 1.938 (42.324.846)
    http://www.themalaysianinsider.com/malaysia/article/three-bi…

    Three bids later, AELB says Lynas still non-compliant

    By Shannon Teoh
    November 09, 2011


    Raza Aziz says his board will not compromise on safety. — Picture by Jack Ooi

    ...


    Abdul Aziz revealed today that the September 19 request was for a fourth draft, which was only handed in last week.

    Having shed more than half its value on the Australian Securities Exchange over the past six months, Lynas was reported last week to be expecting 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.

    Lynas has refuted claims of potential radiation pollution, assuring Kuantan residents they would face “zero exposure” unlike an earlier Japanese rare earth refinery near Ipoh that was still conducting a clean-up nearly 20 years after it was shut down.

    ...


    Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…



    Grüsse JoJo :)
    Avatar
    JoJo49
    schrieb am 10.11.11 07:48:37
    Beitrag Nr. 1.939 (42.329.017)
    LYC Lynas Corporation Limited
    November 2011
    10th Malawi Update

    http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6562…
    November 2011
    Malawi Update

    As Lynas Corporation Limited (“Lynas”) (ASX:LYC, OTC:LYSDY) announced on 22 December 2010, Lynas received approval from the Government of Malawi to complete the acquisition of the Kangankunde Carbonatite Complex (“KGK”) in Malawi, Africa. As part of that Malawi Government approval process, the Malawi Minister of Natural Resources, Energy and Environment formally approved and certified the transfer of the mining licence for the KGK tenements (“Mining Licence”), to a wholly owned subsidiary of Lynas. As a consequence, a wholly owned subsidiary of Lynas is the registered legal owner of the Mining Licence. Lynas also received formal approval of the KGK project proposal from the Malawi Investment Promotion Agency.

    Lynas announced its completion of the KGK acquisition on 7 March 2011 and work continues on this project.

    Lynas has recently received correspondence on behalf of a party claiming that, in 2003, the Government of Malawi acted incorrectly in not renewing that party’s exploration licence over the area of the KGK tenements. Lynas understands that the party has made various claims in proceedings against the Government of Malawi in relation to this matter and in particular, in relation to the Mining Licence. Lynas is not currently a party to any proceedings concerning this matter.

    Lynas will keep the market informed should there be further relevant developments in relation to this matter.


    For further information please contact Alistair Reid or Liz Whiteway on +61 2 8259 7100 or
    visit www.lynascorp.com

    For all media enquires please contact Michael Vaughan from FTI Consulting on +61 2 8298 6100


    Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


    Grüsse JoJo :)
    2 Antworten
    Avatar
    JoJo49
    schrieb am 10.11.11 14:26:59
    Beitrag Nr. 1.940 (42.331.399)
    Antwort auf Beitrag Nr.: 42.329.017 von JoJo49 am 10.11.11 07:48:37http://www.theage.com.au/business/lynas-in-midst-of-malawi-c…
    Lynas in midst of Malawi crisis

    November 10, 2011 - 11:47AM.

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    Grüsse JoJo :)
    1 Antwort




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