LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 230)

[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

[JoJo49]

Zitat von Fuenfvorzwoelf: Okay, anscheinend ist es hier auch üblich, gute Beiträge aus HC zu posten: Hier von Bythebay:

Danke!


Aber sicher doch, ist IMHO ausdrücklich erwünscht und es freud mich, dass auch du dort angemeldest bist denn schließlich spielt dort die Musik.

Dabei sind durchaus auch auch kritische Meinungen erwünscht, vorausgesetzt sie sind, wie die positiven, fundamental untermauert und nachvollziehbar.

Hoffe es folgen noch viele unserem Beispiel.


Grüsse JoJo

[Fuenfvorzwoelf]

Okay, anscheinend ist es hier auch üblich, gute Beiträge aus HC zu posten: Hier von Bythebay:

Rhysy no shortage of excitement in the lyc as always.
Great post and summary of todays proceedings.
My take on lyc is that it is a new comer in the asx 100 with very little institutional support.
The register is very widely held and very open to heavy weights playing the stock where the opportunity arises. Today Curtis gave them all the ammunition they needed at a time where the stock was still reeling from the Citi 1.80 sell valuation.
The reality is nothing has changed. Does anybody here genuinely believe that Curtis will risk jail time just to get some of his shares out?
In fact the opposite is true the fact he is selling tells me he is in possession of not a snip of negative news as he would be in serious trouble otherwise. He was on cnbc stating all on schedule and no delays. The quarterly report was glowing and stated that the Sojitz deal was "expected" to happen by 31 March.
Japanese foreign minister and Rudd press announcement will not be reneged on the Japanese dont lose d=face that way.
Selling $13m of shares on one hand cost him $10m on his remaining stake and wiped $300m off the market cap of the company. The question is why did he do it??
Well he has a history of selling shares when he feels like it.
Recently he sold 5m lyc at $1.49 the the stock went to $2.30 I didnt see any fuss being made then.
Post the cap raising he sold out in the 60's to take up his allocation at 45c.
At Sino gold he sold out $4 odd prior to an eventual take over of $7 he used the proceeds for his initial investment in lyc.
So Curtis is a seller of stock when it suites him and he doesnt always get it right.
What today shows though is how flighty the stock still is given the lack of solid institutional ownership and the fact that it isny yet a producer.
The game will change once Sojitz gets finalised by end of March and a few more contracts which were flagged in the quarterly report that are due soon may produce a sold out stage 2 whih will largely derisk the stock.
The execution risk is always there but big deal if its 6 months out as no one else is supplying anyway - not that i am saying it is.
The key is that the plant will work and Rhodia and the United Group are on board here. Cant be that hard the Chinese can do it primatively so it aint rocket science.
The tyre kicking and games will continue but the uptrend will continue all the way until production. The sceptics will always be there but the doers will win out in the end.
Here is my timeline;
Sojitz gets finalised - this is major derisking imho and will be welcomed by the instos
Talk of a stage 3 - big plus
Concentration plant finalised - no big deal
Lamp tp be completed on time - the fact it works under test conditions will be more important than minor delays
Even the pessimists at Citi see $1.80 so i aint panicking.
good luck to all

http://www.hotcopper.com.au/post_threadview.asp?fid=1&tid=13…

[JoJo49]

Zum Kursrücksetzer Heute eine ausführliches Posting aus dem HC-Forum zu Lynas (meldet euch dort an, ist kostenlos) http://www.hotcopper.com.au/

http://www.hotcopper.com.au/post_single.asp?fid=1&tid=137205…
let's get some perspective (rhysjones)
Forum: ASX - By Stock (Back)
Code: LYC - LYNAS CORPORATION LIMITED ( $1.73 | Price Chart | Announcements | Google LYC)
Post: 6273474 (Start of thread) Views: 313
Posted: 02/02/11 21:12 Stock Price (at time of posting): $1.73 Sentiment: Buy Disclosure: Stock Held From: 58.160.xxx.xxx
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Firstly apologies for a long post. Don't want to bore you. I agree it was a disappointing day. Shorters then panickers ripped the price apart. I actually bought some more shares at 1.85 yesterday so it was no joy to see the freefall today.

But let's get some perspective.

Nick Curtis sold 5 million shares back in Novemeber around $1.50 - the stock went up 85 cents after that.

Today was different because it is now an ASX 100 company and institutions do not like key men selling big parcels of shares. They certainly gave Nick Curtis that message today. The stock did open strong enough, but the shorters soon stepped in.

There was 76 million shares traded so the stock had no chance once the shorting began. I am aware that 2 big players shorting the stock for 10 million shares closed their shorts at an average of 1.73. Once the shorting and selling started, fear then crept in. I had mates ringing me convinced that the Sojitz deal was off, that the plant was having problems, that the rare earth price was going to fall 50%. Hogwash, the lot of it. But they sold their shares. All of them. 400,000 here. 300,000 there etc etc. They weren't the only ones were they. Sellers remorse not far away i reckon.

While I believe that Nick Curtis and the company could have, and perhaps should have had a covering letter explaining the need to dispose of 7 million shares given that it was likely to spook the market given he had sold 5 million just 2 months ago, the fundamentals for this company have not changed. If a key executive sells shares when there is forthcoming "bad news", he's in major trouble. Nick is an opportunist but far from stupid. He would have very small windows to buy and sell, and may simply have better places to park $13 mill in cash. He would be seeing opportunities every day. Of course we, and the institutions don't ewant to see him sell, but he still holds 15 mill shares and 35 million options so he wouldn't have enjoyed the share price drop.

I can't see any bad news coming. It was only a week ago that the company confirmed that the plant was on track and that the Sojitz deal was progressing very positively. That won't have changed in a week and the CEO COULD NOT sell shares if that situation had changed. I can see the rare earth price retracing at some stage, and have posted that before but that is well and truly reflected in the price.

Fear increases selling, and hence fear more often than not provides a great opportunity to buy. Nick selling 7 million shares gave the shorters a great chance and excuse to make a big quick buck today. But the two big players I know were closing their shorts and rebuying at the close of market today and I notice that the price went up 2 cents in the match.

Facts are:

- rare earth price still flying
- plant on track
- Sojitz deal progressing
- very good quarterly update last week
- investor presentations next week
- still going to be the first company outside of china to produce
- 2 very reputable firms have $2.50 and $2.70 valuations
- rare earth supply still very much on the world agenda

For what's its worth i was buying in the $1.70's today and didn't take that decision likely, but fully expect to get rewarded.

I reiterate a post I made a while ago - the Australian and Japanese governments want Lynas to be successful as they see them as crtitical to future supply outside of China. That has not changed, regardless of the garbage about Toyota miraculously producing alternatives in a split second. Hogwash.

I am an investor and to me, when the stock was $1.90, i said to a number of friends, LYC has 20 cents short term downside versus $1.10 medium term upside. I didn't enjoy seeing today but it was a chance to happen. Nick helped it along, as did the shorters, but don't throw the baby out with the bathwater now.

Good luck. Tough day, but I suspect those who held on or bought today will be very happy in a month or so.
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Grüsse JoJo

[JoJo49]

http://www.ftd.de/thema/seltene-erden#gmap-0-Mountain%20Pass…
Themenseite seltene Erden

Sie stecken in Smartphones, Solarmodulen oder Flachbildschirmen: seltene Erden, eine Gruppe aus 17 Metallen, werden für die Herstellung zahlreicher High-Tech-Produkte benötigt. Das Quasi-Monopol liegt bei China - doch andere Staaten holen auf.
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und vieles mehr und aktuell!


Grüsse JoJo