LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 247)
eröffnet am 25.04.07 13:15:18 von
neuester Beitrag 07.05.24 19:44:43 von
neuester Beitrag 07.05.24 19:44:43 von
Beiträge: 3.533
ID: 1.126.458
ID: 1.126.458
Aufrufe heute: 21
Gesamt: 785.507
Gesamt: 785.507
Aktive User: 0
ISIN: AU000000LYC6 · WKN: 871899 · Symbol: LYI
4,0890
EUR
+0,94 %
+0,0380 EUR
Letzter Kurs 18:09:05 Tradegate
Neuigkeiten
18.04.24 · Der Aktionär TV  |
23.01.24 · kapitalerhoehungen.de |
22.01.24 · wallstreetONLINE Redaktion |
Werte aus der Branche Rohstoffe
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 7,0000 | +35,14 | |
| 2,9920 | +17,52 | |
| 4,6900 | +15,52 | |
| 65,12 | +14,25 | |
| 1,4280 | +13,88 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 8,8800 | -14,12 | |
| 9,3300 | -14,17 | |
| 7,8100 | -15,93 | |
| 9,2000 | -19,30 | |
| 0,6601 | -26,22 |
Beitrag zu dieser Diskussion schreiben
Feedback
Antwort auf Beitrag Nr.: 40.622.693 von JoJo49 am 01.12.10 12:43:56Great news!, specially,
Upgrade to OW - risks priced in with clear valuation upside
We upgrade our recommendation on LYC to Overweight with a new Dec11 price target of A$2.17.
Completion of the Sojitz Agreement would mean that more than 70% of the 22Ktpa capacity of the expanded LAMP is allocated.
Die Info stimmt also:
http://www.businessweek.com/news/2010-12-01/australia-n-z-st…
Lynas Corp. (LYC AU), a miner of rare earths, surged 6.4 percent to A$1.66. The company was boosted to “overweight” from “neutral” by JPMorgan Chase & Co. The share price target was also increased to A$2.17 from A$1.71.
http://www.forbes.com/feeds/ap/2010/12/01/business-materials…
Australian rare earth miners look to Europe
Upgrade to OW - risks priced in with clear valuation upside
We upgrade our recommendation on LYC to Overweight with a new Dec11 price target of A$2.17.
Completion of the Sojitz Agreement would mean that more than 70% of the 22Ktpa capacity of the expanded LAMP is allocated.
Die Info stimmt also:
http://www.businessweek.com/news/2010-12-01/australia-n-z-st…
Lynas Corp. (LYC AU), a miner of rare earths, surged 6.4 percent to A$1.66. The company was boosted to “overweight” from “neutral” by JPMorgan Chase & Co. The share price target was also increased to A$2.17 from A$1.71.
http://www.forbes.com/feeds/ap/2010/12/01/business-materials…
Australian rare earth miners look to Europe
Antwort auf Beitrag Nr.: 40.622.693 von JoJo49 am 01.12.10 12:43:56http://www.spacedaily.com/reports/Estonias_rare_earth_break_…
Estonia's rare earth break China's market grip
...
übersetzt: http://translate.google.de/translate?hl=de&sl=en&u=http://ww…
Grüsse JoJo
Estonia's rare earth break China's market grip
...
übersetzt: http://translate.google.de/translate?hl=de&sl=en&u=http://ww…
Grüsse JoJo
!
Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an feedback@wallstreet-online.de!
Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an feedback@wallstreet-online.de!
Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an feedback@wallstreet-online.deTrading Spotlight
!
Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an feedback@wallstreet-online.de
IMHO eine interessante Auslegung eines Users im Telegrammstiel auf HC auf Basis der Höherstufung Lynas durch JPM:
http://www.hotcopper.com.au/post_single.asp?fid=1&tid=132315…
copy of val $ 2.17 (seenow1)
Forum: ASX - By Stock (Back)
Code: LYC - LYNAS CORPORATION LIMITED ( $1.66 | Price Chart | Announcements | Google LYC)
Post: 6029650 (Start of thread) Views: 641
Posted: 01/12/10 17:30 Stock Price (at time of posting): $1.66 Sentiment: Buy Disclosure: Stock Held From: 58.161.xxx.xxx
--------------------------------------------------------------------------------------------------------------------------
Lynas Corporation Limited (LYC ? A$1.56), Overweight ................................................................................. 39
Upgrade to OW - risks priced in with clear valuation upside
? We upgrade our recommendation on LYC to Overweight with a new Dec11 price target of $2.17. This follows a
comprehensive review of our forecasts including incorporating the likely impact of a formal agreement with Sojitz (due
before Mar11) for offtake, distribution and financing arrangements for the expansion of LYC?s Integrated Rare Earths
Project.
? Earlier this month, we visited Lynas? Advanced Materials Plant (LAMP) in Kuantan, Malaysia. We view the successful
construction and commissioning of the LAMP as a key share price driver over the next 12mths. In this note we provide an
overview of the current status of the project and outline what still needs to be done to bring it on line. Engineering design is
largely complete and peak construction activity is expected in Feb-Mar 2011. For us, equipment delivery, contractor and
subcontractor performance and procurement of critical items are the key risks to the successful construction and
commissioning of the LAMP. Mgmt reiterates its "confidence in cost at completion", but given we can't rule out unexpected
problems through to commissioning we continue to apply a 15% WACC in our $2.17 NPV to account for these risks. But,
most importantly, we believe investors are being adequately compensated for these risks at the current share price.
? We believe that LYC enjoys a strong competitive advantage given its position as a viable source of new non-Chinese supply
of rare earths. The LAMP project is progressing within budget and is on track for first feed to the rotary kiln in 3Q CY11.
Beyond that, the proposed Sojitz Agreement (with JOGMEC debt funding) increases our confidence in the timely expansion
of the LAMP. Completion of the Sojitz Agreement would mean that more than 70% of the 22Ktpa capacity of the expanded
LAMP is allocated. Key near term catalysts include completion of the Sojitz deal (possibly as early as Feb11), executing
additional offtake agreements with other third parties, updates on the construction schedule (due late Jan11), marketing of
synthetic mineral products and an announcement on China's 1H CY11 rare earths export quota.
http://www.businessweek.com/news/2010-12-01/australia-n-z-st…
Lynas Corp. (LYC AU), a miner of rare earths, surged 6.4 percent to A$1.66. The company was boosted to “overweight” from “neutral” by JPMorgan Chase & Co. The share price target was also increased to A$2.17 from A$1.71.
Schöne Aussichten bis weit in 2011 für Lynas
Grüsse JoJo
http://www.hotcopper.com.au/post_single.asp?fid=1&tid=132315…
copy of val $ 2.17 (seenow1)
Forum: ASX - By Stock (Back)
Code: LYC - LYNAS CORPORATION LIMITED ( $1.66 | Price Chart | Announcements | Google LYC)
Post: 6029650 (Start of thread) Views: 641
Posted: 01/12/10 17:30 Stock Price (at time of posting): $1.66 Sentiment: Buy Disclosure: Stock Held From: 58.161.xxx.xxx
--------------------------------------------------------------------------------------------------------------------------
Lynas Corporation Limited (LYC ? A$1.56), Overweight ................................................................................. 39
Upgrade to OW - risks priced in with clear valuation upside
? We upgrade our recommendation on LYC to Overweight with a new Dec11 price target of $2.17. This follows a
comprehensive review of our forecasts including incorporating the likely impact of a formal agreement with Sojitz (due
before Mar11) for offtake, distribution and financing arrangements for the expansion of LYC?s Integrated Rare Earths
Project.
? Earlier this month, we visited Lynas? Advanced Materials Plant (LAMP) in Kuantan, Malaysia. We view the successful
construction and commissioning of the LAMP as a key share price driver over the next 12mths. In this note we provide an
overview of the current status of the project and outline what still needs to be done to bring it on line. Engineering design is
largely complete and peak construction activity is expected in Feb-Mar 2011. For us, equipment delivery, contractor and
subcontractor performance and procurement of critical items are the key risks to the successful construction and
commissioning of the LAMP. Mgmt reiterates its "confidence in cost at completion", but given we can't rule out unexpected
problems through to commissioning we continue to apply a 15% WACC in our $2.17 NPV to account for these risks. But,
most importantly, we believe investors are being adequately compensated for these risks at the current share price.
? We believe that LYC enjoys a strong competitive advantage given its position as a viable source of new non-Chinese supply
of rare earths. The LAMP project is progressing within budget and is on track for first feed to the rotary kiln in 3Q CY11.
Beyond that, the proposed Sojitz Agreement (with JOGMEC debt funding) increases our confidence in the timely expansion
of the LAMP. Completion of the Sojitz Agreement would mean that more than 70% of the 22Ktpa capacity of the expanded
LAMP is allocated. Key near term catalysts include completion of the Sojitz deal (possibly as early as Feb11), executing
additional offtake agreements with other third parties, updates on the construction schedule (due late Jan11), marketing of
synthetic mineral products and an announcement on China's 1H CY11 rare earths export quota.
http://www.businessweek.com/news/2010-12-01/australia-n-z-st…
Lynas Corp. (LYC AU), a miner of rare earths, surged 6.4 percent to A$1.66. The company was boosted to “overweight” from “neutral” by JPMorgan Chase & Co. The share price target was also increased to A$2.17 from A$1.71.
Schöne Aussichten bis weit in 2011 für Lynas
Grüsse JoJo
!
Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an feedback@wallstreet-online.de!
Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an feedback@wallstreet-online.de!
Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an feedback@wallstreet-online.de
Durchsuchen
23.01.24 · kapitalerhoehungen.de · BASF |
22.01.24 · wallstreetONLINE Redaktion · Lynas Rare Earths |
08.08.23 · nebenwerte ONLINE · Lynas Rare Earths |
21.06.23 · Konstantin Oldenburger · Lynas Rare Earths |
| Zeit | Titel |
|---|---|
| 03.05.24 |