LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 293)
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ISIN: AU000000LYC6 · WKN: 871899 · Symbol: LYI
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Letzter Kurs 17.05.24 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. % |
|---|---|---|
| 725,25 | +18,50 | |
| 0,8750 | +15,89 | |
| 1,7300 | +14,95 | |
| 1,2000 | +13,21 | |
| 1,9550 | +12,71 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 499,30 | -6,18 | |
| 27,61 | -6,25 | |
| 3,5600 | -7,53 | |
| 1,7900 | -8,67 | |
| 48,40 | -97,97 |
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Antwort auf Beitrag Nr.: 40.042.331 von FaxenClown am 25.08.10 13:16:58danke
Antwort auf Beitrag Nr.: 40.041.263 von suffkopf am 25.08.10 10:53:07... selber gucken macht klug!
http://www.metal-pages.com/metalprices/rareearths/
http://www.metal-pages.com/metalprices/rareearths/
wie sieht es denn mit der orientierung aus ? steigt der preis oder wie ist die tendenz
Antwort auf Beitrag Nr.: 40.041.025 von suffkopf am 25.08.10 10:22:25REE-Preise "China <-> FOB" kommen donnerstags, gestern wurde nur "China <-> China" aktualisiet.
Die zählen für uns eh nicht und gelten höchstens als Orientierung ob es donnerstags rauf oder runter geht. Lynas berechnet den Basket auch nur über FOB
... der Kurs wird wohl eher von Gewinnmitnahmen im Rahmen der weltweiten Börsentalfahrt gedrückt.
Die zählen für uns eh nicht und gelten höchstens als Orientierung ob es donnerstags rauf oder runter geht. Lynas berechnet den Basket auch nur über FOB
... der Kurs wird wohl eher von Gewinnmitnahmen im Rahmen der weltweiten Börsentalfahrt gedrückt.
hat jemand schon die neuen ree preise von gestern...so wie der kurs reagiert sehen die nicht so rosig aus oder alle haben angst vor der weltkonjunktur
Trading Spotlight
Antwort auf Beitrag Nr.: 40.040.700 von bodahel am 25.08.10 09:48:31ist jetzt nicht wirklich aktuell
kaufen, kaufen, kaufen
http://www.faz.net/s/RubF3F7C1F630AE4F8D8326AC2A80BDBBDE/Doc…
http://www.faz.net/s/RubF3F7C1F630AE4F8D8326AC2A80BDBBDE/Doc…
!
Dieser Beitrag wurde moderiert. Grund: auf eigenen Wunsch des Users
http://classic.cnbc.com/id/38825124
Chalco Looks to Diversify into Coal, Rare Earth
http://seekingalpha.com/instablog/65370-jack-lifton/89301-ra…
Rare Earth Pricing at the Margin
Autor: Jack Lifton
"Pricing at the margin" is a phrase heard in the marketplace to indicate that a recorded price is not representative of the totality of transactions for that commodity but instead was the result of perhaps as little as one transaction occurring at the margin (the edge) of the range of transactions. Pricing at the margin is not representative of market pricing.
Recent actions by Chinese governmental regulators have caused some confusion in the rare earths market with regard to pricing, production, and inventory levels.
First the Chinese government reduced the allocation of Chinese rare earth production in the form of individual rare earth raw materials for the export market for the rest of the year. There was no differentiation among the individual rare earths covered by this allocation reduction, so immediately the 28 officially licensed Chinese trading companies with "allocations" moved to export only the highest priced of the rare earths, such as terbium, dysprosium, and europium that they had in stock, so as to maximize their transactional revenue.
These actions, of course, reduced the normal outflow of the more common rare earths such as cerium, lanthanum, neodymium and praseodymium.
After just a few transactions occurred at the margin of the market and a whispering campaign was started about China "cutting off exports" the prices for all rare earths rose. Those familiar with economics 101 concepts such as supply and demand knew that a price increase of 500% for the most common of the rare earth metals,cerium, which is in oversupply now as it has been for decades, was an aberration caused by some glass polisher caught short of inventory at a critical moment.
In the same way the sharp increase noted in a few transactions for the most important of the rare earth metals, neodymium, was also an aberration caused by panicked or "a" panicky Japanese magnet producer or his trading company procurement department.
Chinese businessmen in Beijing during this period of price rises said to me that non-Chinese buyers had not seemed to notice that there were no export reductions on rare earths contained in finished goods or components. Of course when i relayed this to some junior mining executives they responded that this also was a part of a larger "conspiracy" to drive manufacturing jobs to China. In the west at least when I was a corporate executive we called this a buisness model not a conspiracy as we demanded tariffs (import restrictions) against our foreign competitors along with anti-dumping legislation and lawsuits.
I was also told that non Chinese alarmists also did not seem to have noticed that the previous quotas had not even been used up, so that there was in fact material available. i think the alarmists knew this all along.
In any case I think that investors should be very wary of junior miners that immediately repriced their business models using the "new higher rare earth prices." First of all those prices were not at all meant to pertain to the low valued undifferentiated concentrates that junior miners' pricing models seem to think have the same value as 99.9% individual metals. Second of all the prices will come down as soon as pricing at the margin is subsumed into realistic multi-transactional market pricing.
Chalco Looks to Diversify into Coal, Rare Earth
http://seekingalpha.com/instablog/65370-jack-lifton/89301-ra…
Rare Earth Pricing at the Margin
Autor: Jack Lifton
"Pricing at the margin" is a phrase heard in the marketplace to indicate that a recorded price is not representative of the totality of transactions for that commodity but instead was the result of perhaps as little as one transaction occurring at the margin (the edge) of the range of transactions. Pricing at the margin is not representative of market pricing.
Recent actions by Chinese governmental regulators have caused some confusion in the rare earths market with regard to pricing, production, and inventory levels.
First the Chinese government reduced the allocation of Chinese rare earth production in the form of individual rare earth raw materials for the export market for the rest of the year. There was no differentiation among the individual rare earths covered by this allocation reduction, so immediately the 28 officially licensed Chinese trading companies with "allocations" moved to export only the highest priced of the rare earths, such as terbium, dysprosium, and europium that they had in stock, so as to maximize their transactional revenue.
These actions, of course, reduced the normal outflow of the more common rare earths such as cerium, lanthanum, neodymium and praseodymium.
After just a few transactions occurred at the margin of the market and a whispering campaign was started about China "cutting off exports" the prices for all rare earths rose. Those familiar with economics 101 concepts such as supply and demand knew that a price increase of 500% for the most common of the rare earth metals,cerium, which is in oversupply now as it has been for decades, was an aberration caused by some glass polisher caught short of inventory at a critical moment.
In the same way the sharp increase noted in a few transactions for the most important of the rare earth metals, neodymium, was also an aberration caused by panicked or "a" panicky Japanese magnet producer or his trading company procurement department.
Chinese businessmen in Beijing during this period of price rises said to me that non-Chinese buyers had not seemed to notice that there were no export reductions on rare earths contained in finished goods or components. Of course when i relayed this to some junior mining executives they responded that this also was a part of a larger "conspiracy" to drive manufacturing jobs to China. In the west at least when I was a corporate executive we called this a buisness model not a conspiracy as we demanded tariffs (import restrictions) against our foreign competitors along with anti-dumping legislation and lawsuits.
I was also told that non Chinese alarmists also did not seem to have noticed that the previous quotas had not even been used up, so that there was in fact material available. i think the alarmists knew this all along.
In any case I think that investors should be very wary of junior miners that immediately repriced their business models using the "new higher rare earth prices." First of all those prices were not at all meant to pertain to the low valued undifferentiated concentrates that junior miners' pricing models seem to think have the same value as 99.9% individual metals. Second of all the prices will come down as soon as pricing at the margin is subsumed into realistic multi-transactional market pricing.
Neuer Höchststand: 43,28 $/kg
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 |
|---|---|
| 10.05.24 |