LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 197)

[sliceanddice]

Antwort auf Beitrag Nr.: 41.542.925 von JoJo49 am 23.05.11 15:54:33

Dazu fragt man sich IMHO immer wieder wer oder was tatsächlich dahinter steht.

Die Frage unterstellt, dass das alles einem koordinierenden Willen unterliegt, der geschickt die vorgetragenen Interessen steuert und das Ganze einem übergeordneten, für uns nicht erkennbaren, Ziel zuführt.

Das ist aber mit Sicherheit nicht der Fall. Es regiert das Nimby-Prinzip und es werden ideologische Standpunkte vertreten. "Hauptsache nicht bei mir, wo und wie sonst ist mir egal".
Da ist diskutieren und überzeugen sinnlos. Da muss von Regierungsseite entschieden werden. Pro Forma kann man da auch noch ein paar ausländische Experten befragen. Das wird aber nie dazu führen, dass die Risikolage anschließend von allen nur noch sachlich beurteilt wird und es nach der Vorlage des Berichts keinen Widerstand mehr gibt.

Kann man aber auch positiv sehen, die Vergangenheit zeigt ja, dass ohne Widerstand der Umweltschutz nicht wirklich ernst genommen wird. Nur zur kompletten Lähmung darf das nicht führen.

Slice

[mintelo]

Es ist die neueste Unternehmens-Präsentation

Zitat von mintelo: Der Zugang ohne Login:
http://www.asx.com.au/asxpdf/20110523/pdf/41ysrf6x89gmtc.pdf

[mintelo]

Antwort auf Beitrag Nr.: 41.544.501 von spitze321 am 23.05.11 19:57:03

Der Zugang ohne Login:
http://www.asx.com.au/asxpdf/20110523/pdf/41ysrf6x89gmtc.pdf

[spitze321]

http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=635341

[JoJo49]

Antwort auf Beitrag Nr.: 41.542.469 von JoJo49 am 23.05.11 15:03:03

Zu allem kommen immer wieder noch einige Einwände aus Australien.

Da frage ich mich immer wieder wie weltweit eine Versorgung von REO außerhalb Chinas, die bekanntlich bald kpl. den Expoert von REO einstellen könnten, stattfinden soll und was nun mit Minen, Explorern und Firmen in Australien, die gerade dort am Meer eine Produktionswerk bauen wollen und einen wesentlich höheren Thoriumanteil im Deposit haben, so wie auch in den USA, Kanada usw. jemals eine Genehmigung für die Eröffnung ihrer Minen, Transporte und Produktioswerke erlangen wollen?

Dazu und zu den weiteren Folgen schweigen sich diese Organisationen und Gruppen sowie die Umweltverbände kpl. aus.

Dazu fragt man sich IMHO immer wieder wer oder was tatsächlich dahinter steht.

Will man villeicht die REO-Preise weiter in die Höhe treiben und/oder den Frondranner in Sachen REO-Produzent außerhalb Chinas ausbremsen damit für ihre zuküntigen Pruduzenten auf dem Weltmarkt noch Margen zu hohen Preisen noch sichern zu können...?

Ist die Konkurenz wirklich so naiv und kurzsichtig und bedenkt nicht, dass sie bei allem schlafende Hunde in Bezug auf ihren wesentlich höheren Thoriumanteil in Ihren Depositen geweckt haben und der Schuss gewaltig nach hinten losgehen kann/wird??


Grüsse JoJo

http://www.abc.net.au/news/stories/2011/05/22/3223501.htm?se…
Greens call for ban on exports of low-level radioactive material from Fremantle

Updated Sun May 22, 2011 1:35pm AEST

The WA Greens have called for the transportation of low-level radioactive material through Fremantle Port to be stopped.

The Australian mining company Lynas has been transporting Thorium to Malaysia but there is growing fear amongst Malaysians that the company will build a toxic waste site there.

Greens MP Robin Chapple says the material should not be transported through the Perth metropolitan area.

"I don't think that in bags, similar to the ones used by Magellan, it should be being exported out through a port and a road system which travels through the metropolitan area," Mr Chapple said.

"We should have stripped the material out here in Western Australia, returned it to the pit and not exported it to Malaysia where it becomes a problem for the Malaysian people.

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

[JoJo49]

Antwort auf Beitrag Nr.: 41.542.341 von JoJo49 am 23.05.11 14:43:55

Wer immer noch nicht davon überzeugt ist das sehr profisionel für eine Verzögerung der LAMP von Lynas in Malaysia gearbeitet mit zum Teil den unsinnigesten Behauptungen, sollten sich IMHO genaustens den folgenden Artikel durchlesen.

Danach müßten alle REE-Minen und REO-Produktionsstätten sofort geschlossen werden um die Menscheit durch eine weltweite Thoriumverseuchung zu Land, Meer und Luft zu schützen.

Allerdings findet man auch keinen Hinweis, dass danach weltweit die Menscheit ins frühe Industriezeitalter zurückfallen würde.


Grüsse JoJo

http://www.malaysiakini.com/letters/164870

Lynas plant rushed ahead before radiation study


SM Mohamed Idris
May 23, 11
1:46pm


The Lynas plant in Kuantan is unravelling into a nightmare. The lanthamide concentrates (rare earths) from Australia that Lynas will import into Malaysia contain thorium AND uranium, which suggests the processing in Kuantan will produce massive amount of radioactive wastes.

Further, there appears to be a serious disconnect in the entire review process of the Lynas plant. There seems to be two separate approval processes i.e. the Environmental Impact Assessment (EIA) under the DOE (Department of Environment) within the Ministry of Natural Resources and Environment(MNRE), and the Radiological Impact Assessment (RIA) under the Atomic Energy Licensing Board (AELB) within the MOSTI (Ministry of Science, Technology and Innovation).

Unknown to the public the poorly done Preliminary Environmental Impact Assessment (PEIA) for Lynas does not cover the radiation and health concerns. In fact, the PEIA does not explicitly mention the exclusion of radiation aspects from the scope of the EIA in its Introduction. Instead, the exclusion is specifically mentioned only in the later chapters e.g. in Chapter 8 on 'Summary and Conclusion' (page 8-13).

In addition, the PEIA mentions a Radiological Impact Assessment (RIA) but not in a clear manner. For example, in Chapter 2 of the PEIA, it states that, “The Malaysian Nuclear Agency [MNA], the radiological consultants appointed by Lynas are presently in the midst of determining radiation safety issues pertaining to lanthamide concentrate storage, handling and transport.”

At the end of Chapter 3, the PEIA states for the first time that wastes produced in the plant operations are radioactive and that their storage will be done according to the recommendations based on the MNA's 'Radiological Impact Assessment' carried out for the project (page 3-7).

The Lynas project was fast tracked for approval by the Pahang State DOE, within two or three weeks of submission. The DOE received the PEIA on Jan 21, 2008 and approved it in early February.

For such a complex project involving radiation hazards with a very vague waste management, storage and disposal proposal, the speedy approval raises serious questions.

This is especially when the PEIA was submitted and approved, the RIA on radiation safety issues was still in the process of being written by the MNA for submission to the AELB. In light of this, our concerns are as follows:

Firstly, how could the PEIA recommend the 'build' option (page 3-8) when the radiation safety issues have not been considered? How could the state DOE have approved the PEIA in such haste?

Note that in the PEIA, the waste management proposal is vague and inadequate. They include the following:
•the space for underground wastes storage cells is very limited due to the groundwater being extremely close to the surface;
•the ground is susceptible to subsidence as it is a former peat swamp area;
•the release of dangerous wastes into Sg Balok and subsequently into the sea;
•the dangerous and toxic radioactive wastes which are supposed to be carefully stored onsite in special ponds and storage cells but then schizophrenically proposed to be re-used as fertilisers, concrete, plasterboards, for roads, etc (page 5-58, 59).

Secondly, the fact that there is an RIA independent of the PEIA means that there are now two independent and parallel impact assessments in existence. This is setting a dangerous precedent in the entire review process.

Under Malaysia's environmental laws, the DoE is the primary coordinating authority on issues related to the environment and its impact on the well being of its citizens. The MNA and AELB are promoters of nuclear technology and this may give rise to conflicts of interests as MNA is the consultant that wrote the RIA for Lynas.

Thus, how effective will the DoE be in achieving its mandate to protect the environment and the well being of the people? How independent and autonomous is the DOE from the MNA-AELB?

Will DOE'S policies and decisions be subservient to the interests of the AELB? Will DoE have to relegate its role to the AELB in nuclear matters and issues related to radiation and its impacts? These questions have a crucial bearing on the credibility of the Lynas review process.

Thirdly, what is the RIA assessment and approval procedure under the AELB? While the general EIA process under the DOE is widely published and publicly available (e.g. on the DOE website), in comparison, the RIA process remains completely unknown and uncharted territory.

Which governmental agencies were on the RIA approval panel? What are the criteria for the RIA assessment? Why is the RIA or its contents not available for scrutiny by independent experts?

Fourthly, Lynas is required to apply to the AELB separate licences for siting, construction, importation of radioactive materials, onsite storage of radioactive wastes, temporary operation, and permanent operation. It is unclear if Lynas has all the licences to operate. AELB has said only siting and construction licences were approved.

Fifthly, the poorly done PEIA also lacks a proper socio-economic assessment. No costs-benefits assessment (CBA) was performed. The major reason given in the PEIA for the built option recommendation for the Lynas project is the large financial and economic benefits promised.

The lack of proper socio-economic analyses and CBA invalidates the recommended built option. For example, what are the values assigned for people's health, tourism, fisheries and other industries in the area and what happens when these are affected by the Lynas project?
One should also consider examples of the long-term health impacts of the Asian Rare Earth case in Perak, and the rare earths industry in China.

These are critical issues that need to be addressed concerning the Lynas project. Given the above, CAP and SAM recommend that:
•The Lynas project be stopped in order to address the issues, including the Wastes Management Plan, which an Australian mining expert reported as being 'yet to be disclosed by Lynas';
•A transparent, integrated assessment be done for projects requiring both EIA and RIA. This would prevent a PEIA or DEIA (detailed EIA) being approved while not knowing the full radiological safety impacts in an RIA;
•A DEIA be legally required for any project that requires an RIA, thus ensuring a more thorough review process. This is only logical, considering less hazardous activities require detailed environmental impact assessments. Further, unlike a PEIA, a DEIA makes public participation mandatory;
•Proper socio-economic analyses be a requirement for all EIAs, whether preliminary or detailed;
•Politicians (state and federal) should not make claims that controversial projects are safe as unqualified political endorsements make the project approval process political, very biased and dangerous.
SM Mohamed Idris is president of Consumers Association of Penang and Sahabat Alam Malaysia

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

[JoJo49]

http://www.lynascorp.com/page.asp?category_id=1&page_id=25
23/05/11
Av. Mt Weld Composition 168.30 US$/kg on an FOB China basis.

http://seekingalpha.com/article/270969-rare-earth-stocks-not…
Rare Earth Stocks Not Reflecting Supply Demand Constraints

by: Jeb Handwerger May 20, 2011

The prices of rare earth oxides are blasting through the stratosphere. Manufacturers are driving prices in their haste to involve the materials in production of hybrid vehicles, wind turbines, and the most high tech applications of which many sophisticated investors are unaware. These producers need the rare earth ore and are willing to pay for it on the world markets.

China (FXI) has the right stuff, but are claiming -- perhaps rightfully -- that they need the materials for themselves. In fact, they are in the forefront of venturing abroad to take over promising heavy rare earth mines all over the world. Do not forget China’s bid to control Lynas (LYSCF.PK) in 2009. America once commandeered this mining area, but over the years, China co-opted it and became the world leaders, supplying over 97% of the world’s rare earth supply. North America and Europe need to move fast to develop their own supplies.

One of the great demands for rare earths is coming from manufacturers of hybrid cars. Toyota (TM) and Honda (HMC), in order to produce these fuel efficient vehicles, require a large amount of rare earths in each automobile. Toyota has raised the price of the Prius, which is no surprise as each one uses at least 1kg of neodymium which has recently soared in value. These new hybrid models are driving sales and one can be sure that the major manufacturers will gain supplies for several years to come.

Never has there been such a divergence between the price of the rare earth ores and the developing rare earth miners as there is now. The current commodity correction has caused the high flying rare earth sector (REMX) to plunge. I believe we are currently seeing a transition of ownership from weak holders on margin to strong holders with cash who are buying these world class heavy rare assets for pennies on the dollar. Many of the rare earth stocks such as Avalon (AVL), Rare Earth Elements (REE), and Molycorp (MCP) are down more than 30% from their highs. This is quite normal for highly speculative mining investments.

We may begin to see a race to control these heavy rare earth assets in mining friendly jurisdictions while this divergence exists between the price of ore and the mining shares. These manufacturers -- through the support of their governments -- will find available supply by strategic acquisitions and agreements. Personally, I am looking for the critical heavy rare earths outlined by the US Department Of Energy -- such as dysprosium, terbium, and europium -- which are seeing critical supply constraints.

The West is struggling to gain supply for the next few years and some of the undiscovered gems with the crucial heavy rare earths will not last long at these price levels. Molycorp had better move fast to gain assets before people realize that their Mountain Pass deposit does not contain the critical heavy rare earths, just the light rare earths which Goldman Sachs recently revealed there may be a surplus of. Not all mines are created equal.

It is important for investors to realize that companies in the rare earth sector are advancing rapidly in developing projects all over the world. Prominent among them is Lynas Corporation -- an Australian entity in which Japanese interests have taken large positions. They announced the establishment of a proposed production plant in Malaysia and insist they are still on target for commencing production by September 2011. Malaysian environmentalists are protesting this as they remember being badly burned by Mitsubishi, which left Malaysia holding a radioactive bag after producing rare earths.

Lynas management is assembling a panel of experts from all over the world to calm Malaysian fears and at the same time prevent any unfortunate reoccurrence. Lynas welcomes the one month review to ensure the project is safe and presents no danger to the workers. Lynas also hopes to have its Australia Mt. Weld project up and running. Japan (EWJ) is so desperate to obtain product for their high tech industries on which their economic survival is based, it has bankrolled the building of this project. Lynas is hoping to transport the ore from Australia to Malaysia for processing. This contract was signed by both sides in September 2008.

Little noticed is the acquisition by Lynas of a large rare earth deposit in Malawi, Africa. They have the approval of the Malawi government to commence development of this major project. Interestingly, the deposit has extremely low natural radiation levels, unusual for a rare earth deposit.



Lynas appears to be reaching extremely oversold levels and long term support. This is an area in which we have seen major reversals higher. I am confident about the progress of the facility in Malaysia and believe Lynas will truly be the first miner to the market outside of China. It is on sale and should hit our short term targets shortly.

The rare earth supply constraint continues to elevate prices sharply both inside and outside of China. Investors will not be asking much longer why rare earth mining stocks aren't moving in tandem. I believe we will see major gains in the second half of 2011 in these stocks and a large amount of strategic acquisitions by end users.

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


Grüsse JoJo

[JoJo49]

Zitat von fuger48: Auaaaaaaaaaaaaaaaaaaaah!

2,18 AUD
-0,11 AUD
-4,80 %

Die Börse ist halt auch bei solch einem Wert wie Lynas mit ihrem gewaltigen Zukunftspotential keine Einbahnstrasse und das einfach nur aus einem Grund weil durch Gewinnmitnahmen noch keiner arm geworden ist.

LYC Lynas Corporation Limited
May 2011
23rd Investor Presentation May 2011
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=635341


Rare Earths
WE TOUCH THEM EVERYDAY

Investor Presentation
May 2011

...

Insbesondere ist IMHO in diesem Bericht hervorzuheben, zusätzlich zu den Fortschritten auf der Lamp ersichtlich aus den Beschreibungen und Bildern, die Seite 28 weil damit Lynas seine Hausaufgeben zum Thema Thorium bereits in Zusammenarbeit mit DoE und AELB in Malaysia erarbeitet hat:
Approval for on-site storage received, however
applications for synthetic mineral products are
identified and development work is underway.

SYNTHETIC MINERAL PRODUCTS

...

@ eine erfolgreiche Woche


Grüsse JoJo

[fuger48]

Auaaaaaaaaaaaaaaaaaaaah!

2,18 AUD
-0,11 AUD
-4,80 %

[Fuenfvorzwoelf]

Antwort auf Beitrag Nr.: 41.536.350 von bunnyhill am 21.05.11 12:25:38

Danke! Lesenswert! Sehr schlau!