LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 229)

[Optimist_]

Antwort auf Beitrag Nr.: 40.976.276 von JoJo49 am 03.02.11 15:25:29

Hartes aber faires Gericht der australischen Privatinvestoren. Sehr interessant zu lesen. Und zu recht wird dort Nick Curtis kritisiert am Anfang dieses entscheidenden Jahres für Lynas ein Grossteil seines Anteils verkauft zu haben.

Bin auch auf den IR Call nächste Woche gespannt.

Vielleicht investiert er ja aber wirklich privat in NTU. Nichts ist unmöglich. Lynas braucht ja sein ganzes Geld für sich selbst und es wird alles bis auf den letzten Penny gebraucht.

[JoJo49]

So wird auf dem Erfolgsrücken von Lynas von sogenannten Analysten Werbung für ihre Investitionen gemacht.

Da stellt sich bei mir immer die Frage warum soll man vor Produktionsbeginn, den er hier im Telegrammstiel richtig schildert, Lynas verkaufen um in sein empfohlendes Investment einzukaufen?
Was machen die Anderen die nicht in Lynas investiert sind, dürfen die dann auch?


Grüsse JoJo


http://www.rohstoff-welt.de/aktien/snapshot.php?nachrichten=…
u.a.:
Lynas - Mount Weld, das heisseste Rare Earth Projekt 2011 + President Interview
03.02.2011 | 9:21 Uhr | Haug, Joachim, Aktienstars.com

London, UK, 03. Februar 2011 – Dr. Joachim Haug vom Analysten-Service Aktienstars.com hat für Sie die spannende Situation bei Lynas analysiert und präsentiert Ihnen zudem zwei Valueaktien mit Kursverdreifachungspotenzial aus dem Bauxit- und Goldbereich (Stronghold Metals, WKN: A1CWQ5, TSXV: Z) sowie ein exklusives President Interview mit Yannis Tsitos, dem President von First Bauxite (WKN: A0RDWS, TSXV: FBX).

Liebe Leser,das australische Explorationsunternehmen Lynas (ASX: LYC, WKN: 871899) ist einer unserer grossen Musterdepot-Gewinner. Das in Sydney ansässige Unternehmen exploriert seltene Erden die essentiell für einige Schlüsselindustrien sind (z.B. ist eine Fertigung wesentlicher Bestandteile von Batterien für Elektroautos ohne diese nicht möglich). Ein Großteil der seltenen Erden lagert in China und die am Weltmarkt angebotenen Mengen könnten in Zukunft durch strenge Exportbestimmungen und hohe Zölle verknappt werden. Im schlimmsten Fall ist ein vollständiges Exportverbot denkbar. Bereits in 2011 verknappte China die Exportmengen im ersten Halbjahr um 35%. Eins der wichtigsten Projekte von Lynas ist Mount Weld im westlichen Australien. Bei der Umsetzung kommt das Unternehmen gut voran. Es wurde gemeldet, dass der Bau der Aufbereitungsanlagen im Westen von Australien sowie in Malaysia wie geplant verläuft. Zudem wurde der vorgegebene Kostenplan eingehalten. In Malaysia soll die Verarbeitung im 3. Quartal dieses Jahres anlaufen. Sehr positiv ist zu werten dass sich weitere Kunden bereits jetzt die zukünftigen Produktionsmengen von Lynas vertraglich sichern. So wurde mit einem europäischen Kunden bereits jetzt ein Vertrag über die in Malaysia hergestellten seltenen Erden abgeschlossen.

Da die Aktie von Lynas sehr gut gelaufen ist, empfehle ich eine Teilrealisation der Gewinne und eine Umschichtung in eine andere sehr chancenreiche Rohstoffaktie: First Bauxite. Bei dieser kanadischen Valueaktie handelt sich um eine 342% Kurschance.
...
...

[JoJo49]

Ein australischer Investor hat sich bei Lynas beschwert weil keine begleitende Mitteilung durch den Geo. NC zu seinem Aktienpaketverkauf erfolgte und Vorschläge zur Vermeidung von Missdeutungen unterbreitet.
Man hat ihn von Seitens Lynas zugesagt das seine Kommentare auf der Homepage aufgenommen werden soll und hat dies auf HC veröffentlicht wo bei er im Forum auf große Zustimmung gestoßen ist:
http://www.hotcopper.com.au/post_single.asp?fid=1&tid=137215…
re: pre-open (iamtheoracle)
Forum: ASX - By Stock (Back)
Code: LYC - LYNAS CORPORATION LIMITED ( $1.75 | Price Chart | Announcements | Google LYC)
Post: 6274939
Reply to: #6274868 from Kalenn Views: 1356
Posted: 03/02/11 10:18 Stock Price (at time of posting): $1.76* Sentiment: LT Buy Disclosure: Stock Held From: 125.255.xxx.x
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The Lynas Company Secretary just got back to me and I told him exactly what I thought. Told him how badly handled the whole thing was. He had a prepared script basically saying exactly what was in the Fin Review article this morning and that Nick had compplied with Lynas' securities trading policy, which is on their website.

I explained to him that Lynas and Nick go together, that he should be treated differently to other employees, that Board Approval should therefore have been obtained before he sold off those shares and out of courtesy to shareholders, an accompanying release made to the stock exchange at the time explaining that there was nothing to be concerned about.

He said they'd take my comments on board.

Nick has shown disdain for his shareholders in my opinion. I told the Company Secretary that from the market's perspective, this was perhaps more material than any other announcement that the Company has made before, because it shows where Nick is putting his money, no matter how he might try and dress it up to the press.
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Zu dem Thema noch weitere Kommentare aus dem HC-Forum:
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zakka. I appreciate and respect your views but can't concur with all of them. I hope you don't mind me debating a few of them. My post "Let's keep some perspective" means that I can accept what has occurred and still look at the bigger picture. But I am annoyed with the sale of shares, with the creation of doubt around some of the risks to LYC and with the comments made for why the shares were sold.

Firstly, it is unfair to have a go at people who are ringing the company. Anyone who buys shares does so in their self interest so people have the right to protect their interests. I have a number of interests in private companies and the golden rule is the key men don't sell large parcels of shares when they are captaining the ship, esepcially a ship that is on its first voyage. Especially when many of these shares come from options granted at very cheap exercise prices.

Yes he still has a lot of skin in the game, but he has had a lot of that granted to him. Yes, he has worked hard for 10 years and deserves to be rewarded. Yes there are times when he can legally sell in acccordance with the policy - no one is saying he breached the policy, no one is suggesting he is selling on bad news as that would be illegal. But markets work on confidence and sentiment and that is either driven by profit and fundamentals, or in Lynas's case as a stock that is still speculative, and high risk regardless of how exciting the space is, on the story and behaviour of management. I can accept his sale in November 2010 as he would have tax to pay on the exercise of options, but 2011 is the critical year, the year when Lynas supposedly delivers as the early bird. It's not a time to be selling your shares if you are the skipper. If you want the true definition of self interest, look no further.

I am a believer in the fundamentals that many of us have stated over and over again in this forum. But there are risks. Completion, production, rare earth price, contracts, timeliness and demand versus supply. We all have a view on this and that is why we are either in or out of the stock. The expectation is that these risks will all be addressed in some way in 2011. ie within 12 months - LAMP up or not, production happening or not, cash flows generated or not, contracts in place or not, rare earth price high or not, quotas restricted or not. If you wanted to "diversify" and sell shares, wouldn't you wait, as the man in charge who ensures us that everything is on track, for all this to occur within 12 months and sell your stock at $4+

Whether it be a boat or a plane or another investment that he wanted to put his money in, the Chairman and CEO is FIRSTLY responsible to all shareholders, including those who may well have bought in good faith at $1.90 or heaven help, $2.20. While it is buyer beware, it is right for the investor to consider the story being told, told mainly by the main man, Mr Nick Curtis. For him then to sell 5 million shares and two months later sell another 7 million is clearly, in all investment circles (from mum and dad investor to big ASX 100 trading fund managers), a practice that is frowned upon and normally cause for some concern. Even more so in a year that is the CRITICAL one for the company. At the very least it should have been accompanied by an explanation

I have been in Lynas for a long time and will continue to stay in. I like many of us have given Curtis every plaudit he deserves, including sticking up hands at AGM's to approve big parcels of options - approved by shareholders, showing faith in his leadership and the company. Selling 7 million shares after already pocketing $7.5 mill 2 months before, quoting diversification and doing so when one of the company's largest shareholders' (Morgan Stanley) analyst arm is releasing a sell recommendation is not something that provides an investor with a lot of faith that the risks will be addressed.

While I haven't rung the company, I think anyone who has serves the interests of all shareholders IMO. That is why a number of questions have to be asked by shareholders at the investor briefing. I'm now not interested in why he sold, I'm interested in him talking in some detail about all the risks mentioned above.

I am mindful that the share price has gone from 13 cents to $2.30 in 2 years and I don't want to sound greedy worrying about a drop from 1.93 to 1.73, but the Directors responsibility to shareholders doesn't stop simply because the price has risen. In fact it is the opposite because shareholders like you and me and our friends have pushed the price up by buying and believing in Curtis and the company. It is those that buy the stock that created the $2 that he was able to sell at.

I accept that he needed the money for other things and that is his right regardless of his moral responsibility. $1.75 should be very "cheap" when considering fundamentals, but the actions of the CEO are now making me look at the risks a lot more carefully at what is now a very critical time.

Good luck. Thanks Zakka for the detailed post and provoking what I trust is a respectful debate. For the first time note that I've gone from buy to hold. Not deserting the ship, just diversifying.
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Without divulging where I work or what I do, but my role is to look and oversee share sales, options exercise, options granting etc.
Directors sell shares for various reasons including buying other assets, paying for shares to exercise options, paying bills etc etc etc.

To the extent that he has about 30m employee share options and indirect holdings in another entity (on ASX website and annual report) then he has a very big interest. Its a bit rich for this stupid market and the morons who sell down and short to see his sale as something materially bad for Lynas.

Directors in smaller mining companies (and thats what LYC is) have self imposed trading locks because o this very thing we have seen over the last two days and that is a major player selling his shares and the market anticipating it as bad news otherwise why would he sell?...u know why he sells? Because he probably needs the money. He is going to get more and with the expiry price for his options being so far in the money (one lot is only 11c) then he his entitled to make some hay and collect $10m or and shove it in his bank to pay for his wifes new house new plane, overseas trip kids houses, other little luxuries.

I would think that in the new future and as part of his overall remuneration and in recognition of his services he is about to get some new shares at a huge discount, possibly even free. He might just exercise his entire holdings of employee share options etc.

This market I think needs to understand that its not here to ensure that your LYC shares u bought for $1 stay above that level. To call the company and demand answers is just self serving and those that did serve their self interest.
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Lyc is a stock that has been deeply wounded and is licking it's wounds right now.
The reaction has been huge and has struck raw nerve with us all there is no doubt about that.
Curtis is the front man and pioneer in this industry and for him to be selling raises too many questions because of the sheer quantity sold.
His explanation of "diversification" is a poor choice of word from someone who is usually a great communicator.
Diversification to me means reduce your risk and that is not a good message. I would rather he said he wanted to take up other opportunities that he has been given. Subtle but relevant I think to the physchology of the sell down.
Whether we like it or not lyc is a confidence stock and that now need rebuilding. Time heals and with a few good announcements we should be humming again.
This act by Curtis has created a situation whereby only announcements will be rewarded as investors will no longer short term pay a premium for someone who says one thing but puts his money and "diversifies" elsewhere. Twiggy got to be aus no 1 by backing fortescue all the way and unfortunately Curtis ain't the same sort of guy.
As you may gather I am not happy with the way he has handled this and his communication skills usually exemplary were lacking in our time of need.
Well time heals and with plenty still in the game let's hope our greedy CEO stays on the ball and I will continue to back his luv of money as a shareholder which still is the no 1 rare earth prospect in the world.
Good luck to all and better times ahead.
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Daran kann man erkennen das der Verkauf von 7 Mill Aktien durch NC auch in Ausralien heiß diskutiert und teilweise sehr kritisch kommentiert wurde.
Allerdings hat es im Endefekt, auf Grund der Verdienste die sich NC bei den Anlegern in Australien in den vergangenen Jahren erworben hat, keinen Vertrauensbruch gegeben.


Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 40.975.561 von Bobbio am 03.02.11 14:06:29

Keine Ursache.

http://seekingalpha.com/article/250481-why-rare-earths-may-h…
Why Rare Earths May Have Room to Run

by: Matthew Smith February 03, 2011

With the recent gains in rare earths pushing gains up into the five bagger territory, we were forced to revisit some of our past write-ups and look at the industry as a whole. It is at times such as these that taking a step back and reevaluating the playing field does wonders for one, and one’s portfolio. In volatile, quickly changing sectors of the market, this is a practice one must continually do.
As we looked around at the landscape it was hard to disagree with the thesis we have been using for over the past year. Lynas (LYSCF.PK) and Molycorp (MCP) will be first to production and our first to production strategy has paid off pretty nicely for readers and subscribers. Lynas and Molycorp will be the first Western suppliers of rare earth elements to come online in the next 2-3 years. Light Rare Earth Elements (LREEs), will dominate the market. The Heavy Rare Earth Elements (HREE) market is up for grabs, but our readers know where we stand on the HREEs. Stans Energy (STZYF.PK) and Quest Rare Minerals are our favorites, with both returning over 500% since we profiled them.
What we found interesting during our reevaluation of the industry is that although many feel that these stocks are overvalued, going forward they could be quite cheap. Based on the expected output of the companies’ mines along with the current prices of REEs, both Lynas and Molycorp continue to appear to us as long-term buys.

...
...

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

Die Werte und Angaben entsprechen bezogen auf Lynas den aktuellen Daten:
http://www.lynascorp.com/page.asp?category_id=1&page_id=25
http://www.lynascorp.com/page.asp?category_id=2&page_id=4

die Preise steigen allerdings weiter: http://www.metal-pages.com/metalprices/rareearths/

und werden jeden Montag auf der Homepage von Lynas aktualisiert.


Grüsse JoJo

[Bobbio]

Bitte um Entschuldigung JoJo.
Ich habe wohl die Fenster verwechselt. Soll nicht wieder vorkommen.
Ja es war Scherzhaft gemeint und ging daneben. Sch...

[JoJo49]

Antwort auf Beitrag Nr.: 40.972.957 von Bobbio am 03.02.11 08:45:02

Nichts gegen deine Frage, aber du würdest und allen einen Gefallen tun wenn du sie nicht hier im Faktentread stellen würdest.
Deine Frage bzw. eine Antwort wurde von mir bereits Gestern wie folgt im Paraleltread behandelt. LYNAS - auf dem Weg zu einem Rohstoffproduzent von Hightech-Rohstoffen ( Seite 1290)

http://www.wallstreet-online.de/diskussion/1110967-12891-129…

Antwort auf Beitrag Nr.: 40.968.116 von jst1 am 02.02.11 13:47:35

Wolltest wohl einen Witz machen oder weißt du wirklich nicht wie weit der Zyklons “Yasi” von der Mount Weld Mine entfernt ist?

http://www.naanoo.com/live/australien-erste-auslaufer-von-zy…

http://www.lynascorp.com/page.asp?category_id=2&page_id=3

Wie groß Meinst du könnte der Einfluss dabei sein -



Grüsse JoJo

[Bobbio]

Die Sturmschäden sollen doch gering sein!

Weiß jemand was genaues?

Ansonsten sehe ich hier eine grüne Welle für die kommenden Monate.

[Optimist_]

Vielleicht hat NC das Geld für ein Invest in NTU benötigt . Kurs dort 15% rauf heute.



AU:NTU Northern Uranium Ltd. (ASX) Delayed quote data 2/3/2011 4:09 PM
hide quote detailed quote
chart help Help on Quick Charts

Last:
0.63 Change:
+0.08 Open:
0.59 High:
0.635 Low:
0.53 Volume:
3,974,306
Percent Change:
+14.55%

http://www.wabusinessnews.com.au/en-story/1/86580/Northern-U…

Northern Uranium launches rebranding

2-February-11 by Staff Reporters

West Perth-based minerals hopeful Northern Uranium has reflected its shift to a diversified focus by rebranding itself as Northern Minerals.

..
"We are particularly excited about our rare earths projects John Galt and Browns Range in Western Australia and have planned an aggressive program of works for 2011 to develop these.

"With our expanded management and geological team, which has specific experience with uranium and rare earths, and a strong cash position following our successful October capital raising, we are in a solid position to maximise the opportunities presented by our expanded mineral interests."
...

[hammerbuy]

http://www.finnewsnetwork.com.au/archives/finance_news_netwo…
Lynas chairman offloads $13.5M stake February 03, 2011 07:55 AM


Yesterday shares in Lynas Corporation Ltd (ASX:LYC) fell, following news the rare earths explorer’s executive chairman, Nick Curtis, has offloaded a $13.5 million stake in the company.

Mr Curtis told Fairfax Media that investors have no cause to be concerned by the sale, adding that he has of late been prompted to consider diversifying his asset base.

On Tuesday Mr Curtis offloaded 7 million shares from his direct holding in Lynas, bringing his current direct holding to 1.1 million shares.

Fairfax says that Mr Curtis' super fund and investment company continue to retain 14.93 million Lynas shares and 31 million employee-incentive options.

On Wednesday shares in Lynas dropped 8.7 per cent, or 16.5 cents, to close at to $1.73.

In the year to 30 June 2010, Lynas Corporation booked a net loss of $43 million.

[JoJo49]

http://www.spiegel.de/wirtschaft/soziales/0,1518,743174,00.h…
02.02.2011

Unabhängigkeit von China und Co.

Brüssel startet Rohstoffoffensive

Allzu viele Rohstoffe gibt es in Europa nicht, trotzdem will die EU-Kommission den heimischen Abbau forcieren. Grund ist die hohe Importabhängigkeit von Ländern wie China -die Industrie fürchtet bereits einen Ressourcen-Engpass.
Brüssel - Die Europäische Union will den Abbau von Industriemineralien in Europa forcieren. Die Mitgliedstaaten müssten dafür die Voraussetzungen schaffen, fordert die EU-Kommission in einem am Mittwoch vorgelegten Strategiepapier. Unter anderem sollten Genehmigungsverfahren für den heimischen Rohstoffabbau verkürzt werden.

Hintergrund ist der Wettlauf mit den Schwellenländern um die weltweiten Ressourcen. Nationen wie China fragen immer mehr Rohstoffe nach, gleichzeitig erschweren Exportbeschränkungen den internationalen Handel. Hauptstreitpunkt waren in jüngster Zeit die sogenannten Seltenen Erden - spezielle Metalle, die für Hightech-Produkte nötig sind und die bisher vor allem in China abgebaut werden.

...

http://americansecurityproject.org/news/2011/new-report-high…
New Report Highlights US National Security Challenges Given US Dependence on Rare Earth Metals in China
WASHINGTON D.C., 1 February 2011 – Today the American Security Project released a new report titled “Rare Earth Metals and U.S. National Security,” which outlines the national security risks of US reliance on China as the sole supplier of rare earth metals—metals essential to the United States’ military and economic needs.

Emily Coppel, author of the report and Research Assistant at the American Security Project, said:
...
übersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


http://idw-online.de/pages/de/news406806
Seltene Erden – Wendepunkt bei Effizienz und Recycling in Sicht
Romy Klupsch Öffentlichkeit und Kommunikation
Öko-Institut e. V. - Institut für angewandte Ökologie

31.01.2011 13:24

...

Aber Bitte auch lesen!

...und noch einen schönen Abend


Grüsse JoJo