LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 202)

[power_48]

Zitat von JoJo49: Erinnert mich irgendwie an den Bäcker...

http://web7.v1316.ncsrv.de/attachments/EMT_Spezial_Seltene_E…

Grüsse JoJo

Der Link geht nicht...hast Du noch eine andere Quelle dafür ?

Vorab schon mal Danke...

gruß
power

[JoJo49]

Erinnert mich irgendwie an den Bäcker...

http://web7.v1316.ncsrv.de/attachments/EMT_Spezial_Seltene_E…


...da empfehle ich doch lieber mal ein IMHO hervorragendes Buch zum Thema: http://www.financebooks.de/xist4c/web/Seltene-Erden---Der-wi…


Grüsse JoJo

[JoJo49]

http://www.rareearthsandstrategicmetals.com.au/Event.aspx?id…

Rare Earths and Strategic Metals 2011
21 - 22 June, 2011, WatersEdge, Sydney, NSW


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


Grüsse JoJo

[JoJo49]

LYC Lynas Corporation Limited
May 2011
9th Change of Director`s Interest Notices
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=633857

9th QUARTERLY REPORT INVESTOR RELATIONS CALLS
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=633856
9 May 2011

LYNAS QUARTERLY REPORT INVESTOR RELATIONS CALLS

Lynas Corporation Limited (ASX: LYC) will hold conference calls to discuss the Quarterly Report for
the period ending 31 March 2011 that was lodged with the ASX on 29 April 2011. There will be a
Q&A session at the end of the calls. Details of the calls are noted below.
Participants should dial a telephone access number (listed below) prior to the start time, as
registration may take a few minutes. They will be greeted by an operator and asked for their
confirmation code (listed below). Participants will be placed in a listen-only mode with music until the
moderator or speaker starts the conference.
The first call will be held on Thursday 12 May at 0800hrs (Sydney time).Please see dial-in details below:

...
...


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


@ eine erfolgreiche Woche


Grüsse JoJo

[Optimist_]

http://www.themalaysianinsider.com/malaysia/article/australi…

Australia not as competitive as Malaysia, says Lynas

KUALA LUMPUR, May 6 — Australia’s Lynas Corp claims it picked Malaysia for its controversial rare earth refinery as it was more competitive than its home country.

The miner will source the radioactive ore which produces the precious element from Australia before shipping it to Kuantan.

In a video posted on its Facebook page last night, executive chairman Nicholas Curtis said the original plan was to build the plant in Australia but the company found that “it doesn’t work.”

“Australia is unfortunately not competitive in the chemical industry the way the east coast of Malaysia is,” he said of the site in the Gebeng industrial zone near Kuantan.

Although reports say the plant may generate up to one per cent of the Malaysian GDP, critics have questioned the real economic benefit of the project, pointing to the 12-year tax holiday Lynas is set to get as a pioneer status company.

Still, the government estimates RM2.3 billion investments spinoffs from the plant that will be operable in September after over two years of construction.

Science, Technology and Innovation Minister Datuk Seri Maximus Johnity Ongkili told Parliament last month that RM300 million has already been poured in for two factories in Gebeng that will produce the hydrochloric and sulphuric acid needed to extract the rare earth metals.

The Australian miner has faced opposition to its RM700 million plant from environmentalists and local residents who fear a repeat of the radiation pollution from a similar plant in Bukit Merah, Ipoh.

The Asian Rare Earth (ARE) plant in Perak has been linked to birth defects and at least eight cases of leukaemia in the past five years, seven of which were fatal.

Nearly 20 years after it was shuttered, it is still the subject of a massive RM300 million cleanup exercise.

Those opposed to the plant, including PKR vice president and Kuantan MP Fuziah Salleh, have repeatedly questioned whether the project was brought to Malaysia because Australia would not accept the radioactive waste from the process.

..
Curtis said in the video that the company chose Malaysia because “we like Malaysia, the infrastructure and most importantly the people.”

In a recent telephone interview with The Malaysian Insider, corporate and business development vice president Matthew James said that the company chose Malaysia instead of refining the ore in Australia, due to savings in already available infrastructure and labour.

He said that the plant would need a larger supply of water, natural gas, industrial land and chemicals such as lime and sulphuric and hydrochloric acid — all readily available in Malaysia.
...

http://www.theaustralian.com.au/business/news/lynas-shares-s…

Lynas shares soar as rare earths continue to shine

* Michael Bennet* From: The Australian * May 06, 2011 12:00AM

RARE earths prices are expected to continue their extraordinary rise in the next 18 months before "some softening" from 2013, sending shares in leading producer Lynas Corporation soaring.

In a note to clients yesterday, Goldman Sachs said the supply of rare earths would remain "severely" constrained until at least 2013, which would drive prices higher, before moving into surplus.

The news sent Lynas, which Goldman yesterday made a buy, up more than 8 per cent, or 17c, to close at $2.20.

Rare earths are a relatively abundant group of metals, with diverse uses from light bulbs to mobile phones, but there are limited economic resources outside China, which accounts for 95 per cent of global production.

China last year tightened its clampdown on export quotas and illegal production which, combined with rising demand, caused supply to fall into deficit and prices to soar.

Lynas this month said the basket price of rare earths from its Mount Weld mine in Western Australia, one of the largest and highest grade resources, was $US162.66 a kilogram, compared with an average of $US10.32 in 2009.

Goldman analyst Malcolm Southwood tipped this basket to rise 40 per cent to $US227 a kg in 2012, as China further cuts its export quota, before cooling in the following years to $US82 by 2015, as projects outside China came on line.

The two biggest mines outside China are Lynas's Mt Weld and US Miner Molycorp's Mountain Pass project in California, which would reduce the peak shortfall this year of 18,730 tonnes to 11,300 tonnes in 2012, Mr Southwood said.

As each miner further boosted production, Mr Southwood said, rare earths would return to a "modest" surplus of 313 tonnes in 2013 before rising to 5860 tonnes in 2014.
...

[Fuenfvorzwoelf]

INTERVIEW: Malaysia Expects FDI To Rise Over 20% In 2011 - Minister
By Ankur Relia
Of DOW JONES NEWSWIRES

3 May 2011

KUALA LUMPUR (Dow Jones)--Malaysia expects foreign direct investment in the country to rise more than 20% in 2011 from a year earlier, and doesn't expect fresh conditions placed on a rare earths plant being constructed by an Australian firm to deter other foreign investors, the country's trade minister said Tuesday.

Foreign direct investment in the country is expected to reach close to $11.0 billion this year, Minister of International Trade and Industry Mustapa Mohamed told Dow Jones Newswires Tuesday.

"Our policy on foreign investment is very clear and has been very consistent," Mustapa said. "Going forward we believe it (FDI) will gather momentum."

Investments are the centrepiece of the government's Economic Transformation Program, which it embarked on last year to raise Malaysia's average per capita income to $15,000 by 2020 from about $7,000 at present. The program calls for an investment of $450 billion over 10 years, and Mustapa said more than 20% of the investment will come from FDI.

The FDI target for this year will be an increase from $9.0 billion last year, which was a big jump from the low of $1.4 billion that the Southeast Asian nation attracted in 2009, in the aftermath of the global economic recession that hit in 2008.

Malaysia has been lagging behind its neighbors such as Thailand and Indonesia in recent years in attracting foreign investments. Mustapa said that part of the reason for this is Malaysia has higher wages than these countries.

"We can't compete with some of these countries, because our wages are a lot higher. Also, we have been rejecting some of the investments" that fall below the country's minimum wage criterion. He didn't elaborate.

The minister also downplayed worries that recent publicity over new conditions placed on Lynas Corp.'s (LYC.AU) planned rare earths processing plant in the eastern state of Pahang could discourage foreign investors.

"This is the first time that we are faced with this kind of situation, partly because it deals with rare earths, and partly because public interest in it coincided with happenings in Fukushima," Mustapa said.

"But as far as the government is concerned, we are not applying any new rules to Lynas, or resorting to new interpretations of long-established guidelines for investors. What we are doing is simply taking an added measure to ensure that the conditions of the manufacturing license granted in 2008 are adhered to," he added.

"The manufacturing licence granted to Lynas has not been withdrawn, and neither has it been suspended," he said.

Lynas, which plans to become the largest producer of rare earths outside China, was granted a manufacturing license in January 2008 to process rare earths, which are used in many high-technology and energy-efficient applications.

Last month, Malaysia said it would appoint an independent panel of international experts to assess the environmental impact of the plant after it drew protests from residents and green groups over its environmental and health implications amid worries it would produce large amounts of radioactive waste.

Mustapa said the panel, which is likely to be established over the next few days, will complete its job within one month of its appointment.

Hört sich alles sehr vernünftig an.

Malaysia will keine Bananenrepublik sein.

Ich sehe allem sehr gelassen entgegegen. Big Money, too big too fail.

[Optimist_]

Ganz schlauer Artikel vom Wall Street Journal von heute.

http://online.wsj.com/article/SB1000142405274870399270457630…

* ASIA TECHNOLOGY* MAY 5, 2011, 12:55 P.M. ET
A Warning on Rare Earth Elements

By DAVID FICKLING
SYDNEY—Demand for rare earth elements that has driven up prices more than tenfold since 2009 is likely to be met by a surplus of supply by 2013, as Western companies start up new mines to compete with the Chinese firms that now dominate the market, Goldman Sachs analysts predicted Thursday.
...
Prices of rare earths hovered between $5 a kilogram and $20 a kilo from the early 1990s until 2010. But a 40% cut in export quotas by China, which accounts for 90% of global rare earth production, sent prices soaring. The basket price of rare earths held in Lynas Corp. Ltd.'s Mount Weld deposit in western Australia—the largest non-Chinese mine, due to come to production in the next few years—has jumped to an average of $162.66 kilos from just $10.32 kilos in 2009.

Goldman's view differs from that of miners. In a presentation last month, Lynas forecast that global demand for rare earths, which include neodymium, cerium and lanthanum, will outstrip supply this year by 35,000 tons this year and in 2012. Annual supply shortfalls of around 20,000 tons are expected in 2013 and 2014, it added. It predicted long-term prices in the $120/kg-to-$180/kg range.

Lynas Chief Executive Nicholas Curtis says China is on the verge of becoming a net importer of the elements, a transformation that would be similar to those that drove major shifts in global markets for coal in 2009 and oil in the mid-1990s, and could accentuate the current price spike.

"China will become a net importer because its consumption for its own domestic value-added industry is going to drive very high [demand] growth for these resources. They've explored every inch of China for what's available and if they had more rare earths deposits of any size, it would be being developed now," he said in a recent interview.

Lynas shares have risen fourfold since China announced the quota cuts in July 2010.

Goldman Sachs analyst Malcolm Southwood, however, said the price boom is nearing its peak. The supply deficit will peak at 18,734 tons this year, equivalent to 13.2% of a forecast 141,524 tons of demand, before the market slips into a slight surplus in 2013, he said in the report published Thursday. The surplus will rise to 5,860 tons or 3.2% of projected demand in the following year, the report said.

Initially, at least, prices will likely continue to rise, he said. The basket price for the Mount Weld rare earths should climb to $227 a kilogram next year, a gain of about 40%. Prices may eventually moderate to an average of $82 a kilogram, but that will happen only in 2015, the third consecutive year of a global surplus, the report said.

....
"Lynas has said their production costs are $10 per kilogram. If they think they can sell their material at $150 a kilogram, a markup of 15 times, I don't know customers are going to be prepared to pay for it," said Dudley Kingsnorth, executive director of Industrial Minerals Company of Australia, a rare earths analysis house.

"Once these new mines come onstream, there will be a fall in price, and if miners insist on multiples of 15-20, they're going to face more competitors. They're going to have to face a little bit of reality."

[JoJo49]

Für @ die immer aktuell über Lynas und die LAMP in Malysia informiert sein möchten: http://www.themalaysianinsider.com/search/tag/lynas

Daraus der neuste Bericht: http://www.themalaysianinsider.com/bahasa/article/isu-lynas-…
Isu Lynas: IAEA tubuh panel pakar nasihat Malaysia

May 04, 2011

VIENNA, 4 Mei — Agensi nuklear Pertubuhan Bangsa-Bangsa Bersatu (PBB) akan membentuk panel bebas bagi menasihat kerajaan Malaysia berhubung potensi risiko yang akan diterima kesan daripada projek loji pemprosesan nadir bumi oleh syarikat perlombongan Australia, Lynas Corporation, kata agensi itu.

Pendirian itu dibuat selepas Malaysia meminta Agensi Tenaga Atom Antarabangsa (IAEA) di Vienna untuk membantu mengesan kesan yang akan diterima penduduk setempat terutamanya membentuk panel bebas bagi mengkaji tahap kesihatan dan keselamatan sekiranya projek itu diteruskan.

Ekoran projek loji pemprosesan nadir bumi itu, ia mendapat bantahan keras daripada aktivis yang mengatakan Malaysia akan menjadi lokasi pembuangan sisa radioaktif selain akan menyebabkan tahap kesihatan terjejas.

“Melalui program kerjasama teknikal IAEA, agensi akan menyokong usaha misi pakar antabangsa untuk mengkaji projek Lynas agar ia mematuhi piawaian keselamatan antarabangsa dan keperluan yang baik akan memberikan faedah terhadap aspek keselamatan projek Lynas,” katanya dalam satu kenyataan.

“Misi itu dijadualkan bermula pada 29 Mei 2011,” katanya.

Bulan lalu, Lynas berkata Malaysia hanya memerlukan kajian selama satu bulan berhubung kesan radioaktif dan tidak akan menangguhkan pembinaan loji pemprosesan itu.

Bernama sebelum ini melaporkan Menteri Perdagangan Antarabangsa dan Industri Datuk Seri Mustapa Mohamed berkata satu panel bebas akan ditubuhkan secepat yang mungkin bagi menjalankan kajian terhadap aspek kesihatan dan keselamatan loji itu bagi menolak kebimbangan bahawa ia menimbulkan ancaman radioaktif, yang berpotensi menyekat bekalan dari China.

Kajian itu dijangka siap dalam tempoh sebulan.

Lynas Malaysia berkata loji pemprosesan itu menerima bahan mentah dari firma Mount Weld di Barat Australia.

Pemprosesan nadir bumi digunakan untuk mencipta alat berteknologi tinggi termasuk telefon pinta dan kenderaan hidbrid.

Pembeli termasuk dari China, Amerika Syarikat dan negara-negara Eropah bergantung kepada bahan mentah yang mana kini mereka bergantung sehingga 95 peratus bekalan dari China.

Cadangan pembinaan loji pemprosesan nadir bumi di Gebeng dekat Kuantan akan mejadikan ia sebagai pengeluar terbesar selepas China.

Pegawai syarikat berkenaan berkata keuntungan yang akan diperoleh dari projek loji pemprosesan nadir bumi Malaysia akan mencecah sehingga 22,000 tan, dan ia akan memenuhi keperluan selain China menjelang 2013.

Googleübersetzt: http://translate.google.de/translate?hl=de&sl=ms&tl=de&u=htt…


Goldman Sachs rechnet mit weiteren Exportbeschränkungen von REO durch China auf Grund des stark steigenden Bedarfs im eigenen Land was für uns eigendlich nichts neues darstellt.
http://www.bloomberg.com/news/2011-05-05/china-may-further-r…
China May Further Reduce Rare Earth Quotas, Goldman Sachs Says

By Rebecca Keenan - May 5, 2011 2:22 AM GMT+0200

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


Wohl auch aus diesen Gründen hat Goldman Sachs ein neues kursfristiges Kursziel auf 3,75 $ hochgeschraubt.
Wer den kpl. Bericht einsehen möchte kann sich auf dem folgenden Link anmelden: http://afr.com/p/markets/market_wrap/lynas_corporation_07nkt…

Lynas Corporation
PUBLISHED : -1 hours -54 minutes ago | UPDATED: -7 hours -25 minutes ago PUBLISHED: 05 May 2011

Goldman Sachs has initiated coverage of rare earths company Lynas Corporation with a “buy” recommendation and a price target of $3.75, but says the stock represents “above-average” risk.




Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 41.450.266 von JoJo49 am 04.05.11 11:59:01

...dazu ein aktueller Bericht zum Thema Thorium und Sicherheit der LAMP in Malaysia:
http://www.cnbc.com/id/42880772" target="_blank" rel="nofollow ugc noopener">http://www.cnbc.com/id/42880772

IAEA panel to advise Malaysia on rare earths plant

Published: Tuesday, 3 May 2011 | 12:26 PM ET

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




Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 41.450.123 von JoJo49 am 04.05.11 11:41:40

...und noch ein hoch bewertestes HC-Posting/Meinung zu Lynas mit einer aktuellen Einschätzung: http://www.hotcopper.com.au/post_single.asp?fid=1&tid=144955…


I think the assumption that China would use influence to prevent the LAMP going forward misreads what the Chinese are trying to do. They clearly want to encourage non-Chinese supply and they may well be importing in a few years time. To undermine LAMP would be a massive blow to non-Chinese supply. The simple fact of the matter is that the Mayalasian situation has arisen largely out of legitimate health concerns from some people who are living nearby.It is perfectly understandable that they would want to know that their health will not suffer, particularly given that Mitsubishi issues. Sure there is some politics going on, but that is teh fundamental issue. Now, as long as Lynas can clearly establish to the Committee of Experts that its operation will not adversely affect health, then we are ok. If Lynas cannot establish that then I would be quite disgusted that I have been misled and have become an investor in a company that is building a plant that could seriously harm or kill people. I am quite confident however that that is not the case.


Grüsse JoJo