LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 310)

[Optimist_]

Der Link führt euch zum Webcast der Investoreninfo von gestern und heute Morgen:


http://www.thomson-webcast.net/au/dispatching/?event_id=5b4f…

[Optimist_]

Ich möchte auf die heute Abend (CET 22.30 Uhr) stattfindende Investorentelefonkonferenz von Lynas aufmerksam machen. Sie ist für jeden zugänglich und kostet keine Telefongebühren. Ich kann es nur empfehlen. Auch als kleiner Listening real life English (with Australian accent) Test sehr geeignet .

http://www.lynascorp.com/content/upload/files/Announcements/…

[JoJo49]

http://steelguru.com/news/index/MTMwMjE4/Lynas_to_restart_Ma…

Lynas to restart Malaysian rare earth refinery construction in February

Tuesday, 26 Jan 2010It is reported that Lynas Corporation which owns Mount Weld mine in Australia has restarts suspended construction work of around AUD 300 million refineries in Malaysia in February.

The firm can restart the project after the firm raised AUD 450 million of capital through equity finance.

The firm expects the refinery construction will complete in March 2011 ramping up to full production at annual 11,000 tonnes in rare earth oxide in around 6 months.

(Sourced from Japan Metal Bulletin)
http://translate.google.com/translate?js=y&prev=_t&hl=de&ie=…


Grüse JoJo

[JoJo49]

http://stocknessmonster.com/news-history?S=LYC&E=ASX
LYC Lynas Corporation Limited
February 2010
2nd Letter to Shareholders

LYNAS QUARTERLY REPORT INVESTOR RELATIONS CALL
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=479270
http://translate.google.com/translate?js=y&prev=_t&hl=de&ie=…

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


Grüsse JoJo

[JoJo49]

http://www.jackliftonreport.com/2010/01/a-field-report-on-th…
On The Green Road: Cape Town Capers – A Field Report On The Rare Metals Mania Of 2010
by Jack Lifton on January 30, 2010 · 8 comments

in Event Reviews, On The Green Road, Rare Earths

It’s just about midnight, local time on Saturday, January 30, 2010, and I’m about to land in Cape Town in the Republic of South Africa. I’ve been traveling for 24 hours from my home base in Detroit. On Monday I will be speaking in Cape Town at Mining Indaba 2010, Africa’s annual mining congress and probably the world’s largest such gathering.

I was asked by the organizers of the meeting, Summit Media, to talk on “Pan-African Rare Metals.” I’m not going to try and identify where in Africa the rare metals are, or even talk about who the Pan-African players are; instead, I will define for the attendees, which of all of the metals are the rare metals and which of them are the technology metals upon which the world’s green future, if there is to be one, depends. As you know, I don’t think that there is much if any distinction between the two categories any longer.

2010 is already shaping up as the year of rare metals. The interest among investors, individual and institutional, that has put and held the rare earth metals on the front pages of the mainstream media is still very high, as it should be, but now investors have become intrigued and I think more than a bit confused by the adjective “rare,” because many of them think that any rare metal is a rare earth. This genuinely ignorant opinion is even held by some junior miners who are offering themselves as “rare earth plays.” I urge you to discard any prospectus that includes as a rare earth, any metal other than those that have an atomic number of 57-71, inclusive, or which is yttrium or scandium. My personal favorites for metals most often cited as rare earth metals, but that aren’t, are tantalum, niobium, and germanium. My friend and colleague in punditry, Dr. Gareth Hatch, has recently discussed this subject in an article at the RareMetalBlog titled “Credibility 101 – Or What The Rare Earth Elements Are NOT.”

There are too many rare earth juniors now competing for financing, but those who believe that the earth’s natural resources are infinite will say smugly that the dynamic functioning of the free market to correct supply/demand imbalances is shown to work, by the fact that more than 100 junior miners have announced over 150 different rare earth mining plays in the last year or so alone! These are just the private ventures that have gone public as IPOs, or have changed the direction of their existing listed entity, to take into account rare earth “discoveries” or acquisitions.

The market theorists are wrong. Demand has not increased supply. In mining, the best that you can say about such a mushrooming of specialized ventures, is that the possibility of additional supply has increased, and if any new production comes on line before existing production declines then the supply will increase. The probability of an actual supply increase is dependent on at least a dozen major variables, none of which have to do with the share price of the junior miner being analyzed.

On April 7, 2010, in Los Angeles, California, I will be examining how the probability of commercial success of a mining venture should be evaluated. I will have a workshop that day as the first session of the Rare Metals Summit, a conference produced by Infocast, on the global supply chain for rare metals. I will work from a proposed metric for evaluating the probability of commercial success of a mining venture, which I have devised along with Dr. Hatch, who will also be present. After introducing the proposed metric, a panel of experts will then critique it.

Rare earth metals are critical technology metals, but the growing number of conferences isn’t adding to our knowledge of rare earth properties and end uses. Instead, they mostly serve as a network location for wannabe rare earth juniors to meet institutional and individual investors, who the wannabes hope will soon be parted from their money to cover office, travel, and, most of all, conference expenses. The supply of rare earths during the next decade, can only be maintained and increased by those who are already producing rare earths, or those who have produced them before and can reactivate their mines, or those who have been developing good properties for many years already.

The main obstacle to increasing the supply of rare earths outside of China will be today’s almost complete lack of rare earth refining, alloying, and fabricating capacity outside of China. This is a supply and value chain issue, and investors must be made to understand it before it can be addressed.

The endless announcements of the discovery or rediscovery of ore bodies of the rare earths are not important at the moment. Private capital and government need to define the problem of rare earth supply deficit, and to understand and address all of the issues necessary to ameliorate the problem.

As I said last year, the rare earth supply crisis of 2009 was just the tip of the iceberg for those who want to expand the benefits of technology to the whole world. Mining opportunities, the starting point, always, of our global supply chain for rare metals, are the result of the operations of nature that occurred hundreds of millions and even billions of years ago. The earth’s supply of concentrations of all metals, but most urgently the rare technology metals, that are accessible by our infrastructure and technology is finite. Time is a-wasting, and one of these days it could run out as we talk, rather than act, on the rare metal supply issue.

The Mining Indaba conference starts tomorrow – actually later today to be accurate – so please check back for more Cape Town capers as I see them out here On the Green Road.

http://translate.google.com/translate?js=y&prev=_t&hl=de&ie=…


Grüsse JoJo

[JoJo49]

Rare Earths
Statistics and Information
(cerium, dysprosium, erbium, europium, gadolinium, holmium, lanthanum, lutetium, neodymium, praseodymium, samarium, terbium, thulium, ytterbium, yttrium, ferrocerium, monazite, bastnasite, mischmetal)http://minerals.usgs.gov/minerals/pubs/commodity/rare_earths…
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http://minerals.usgs.gov/minerals/pubs/commodity/rare_earths…

RARE EARTHS1
[Data in metric tons of rare-earth oxide (REO) content unless otherwise noted]
Domestic Production and Use: In 2009, rare earths were not mined in the United States; however, rare-earth concentrates previously produced at Mountain Pass, CA, were processed into lanthanum concentrate and didymium (75% neodymium, 25% praseodymium) products. Rare-earth concentrates, intermediate compounds, and individual oxides were available from stocks. The United States continued to be a major consumer, exporter, and importer of rare-earth products in 2009. The estimated value of refined rare earths imported by the United States in 2009 was $84 million, a decrease from $186 million imported in 2008. Based on final 2008 reported data, the estimated 2008 distribution of rare earths by end use, in decreasing order, was as follows: metallurgical applications and alloys, 29%; electronics, 18%; chemical catalysts, 14%; rare-earth phosphors for computer monitors, lighting, radar, televisions, and x-ray-intensifying film, 12%; automotive catalytic converters, 9%; glass polishing and ceramics, 6%; permanent magnets, 5%; petroleum refining catalysts, 4%; and other, 3%.
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RARE EARTHS
Events, Trends, and Issues: Domestic consumption of rare earths in 2009 decreased substantially, based on apparent consumption (derived from 8 months of trade data). Only one of seven rare-earth import categories increased when compared with those of 2008—the category “mixtures of REOs (except cerium oxide).” Prices were generally lower in 2009 compared with those of 2008 for most rare-earth products amid decreased consumption and a declining supply. Consumption for most rare-earth uses in the United States decreased as a consequence of the worldwide economic downturn. The economic downturn lowered consumption of cerium compounds used in automotive catalytic converters and in glass additives and glass-polishing compounds; rare-earth chlorides used in the production of fluid-cracking catalysts used in oil refining; rare-earth compounds used in automotive catalytic converters and many other applications; rare-earth metals and their alloys used in armaments, base-metal alloys, lighter flints, permanent magnets, pyrophoric alloys, and superalloys; yttrium compounds used in color televisions and flat-panel displays, electronic thermometers, fiber optics, lasers, and oxygen sensors; and phosphors for color televisions, electronic thermometers, fluorescent lighting, pigments, superconductors, x-ray-intensifying screens, and other applications. The trend is for a continued increase in the use of rare earths in many applications, especially automotive catalytic converters, permanent magnets, and rechargeable batteries for electric and hybrid vehicles.
The rare-earth separation plant at Mountain Pass, CA, resumed operations in 2007 and continued to operate throughout 2009. Bastnäsite concentrates and other rare-earth intermediates and refined products continued to be sold from mine stocks at Mountain Pass. Exploration for rare earths continued in 2009; however, global economic conditions were not as favorable as in early 2008. Economic assessments continued at Bear Lodge in Wyoming; Diamond Creek in Idaho; Elk Creek in Nebraska; Hoidas Lake in Saskatchewan, Canada; Nechalacho (Thor Lake) in Northwest Territories, Canada; Kangankunde in Malawi; Lemhi Pass in Idaho-Montana; Nolans Project in Northern Territory, Australia; and various other locations around the world. At the Mount Weld rare-earth deposit in Australia, the initial phase of mining of the open pit was completed in June 2008. A total of 773,000 tons of ore was mined at an average grade of 15.4% REO; however, no beneficiation plant existed to process the ore into a rare-earth concentrate. Based on the fine-grained character of the Mt. Weld ore, only 50% recovery of the REO was expected.
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Allerdings sind IHMO die Angaben und Aussagen von USGS(US Geological Service)von Minen/Ressourcen, die außerhalb des nationalen Interesse der USA liegen, mit Vorsicht zu genießen, ja ich möchte sogar behaupten, da wird schlampig und ungenau recherchiert, wichtiges ausgelassen und es werden Mutmaßungen getroffen, indem man z.B. bei der Bewertung des verwendbaren REO-Anteil bei der Wt Weld Mine von Annahmen/Erwartungen ausgeht die in keinen mir bekanntem bisher veröffentlichten Bericht auch nur angesprochen wurde.
Kann IHMO auch daran liegen das die stillgelegte Mountain Pass Mine mit wesentlich weniger prozentualen Anteilen aufwarten kann.

Das sieht man allein schon daran das im kpl. Bericht das Nolans Project von Arafura nur im Zusammenhang mit anderen in einem Satz erwähnt wird.
Bei Lynas wird behauptet das mit den bisher geförderten und vorsortierten REE von 773,000 to mit einem REO-Anteil von 15.4% der Tagebau im Juni 2008 abgeschlossen wurde ohne darauf hinzuweisen das dies lediglich der erste Abbauabschnitt ist und das Lynas von einer Lebenszeit der Mine von über 20 Jahren auf Grund der bisherigen bekannten und ermittelten Ressourcen auf dem Mt Weld Feld ausgehen kann.
Dann wird behauptet das es keine Aufbereitungsanlage gibt obwohl diese im Bau ja so gut wie fertiggestellt ist ganz zu schweigen vom Produktionswerk in Malaysia das im Bau ist und im erstem Halbjahr die 2011 Produktion aufnehmen wird.
Die Mountain Pass Mine in USA Kalifornien wird dagegen ausführlich beschrieben obwohl zu recht schon vor Jahren die Produktion wegen Unwirtschaftlichkeit (die Chinesen arbeiteten damals mit Dumpingpreisen auf dem Weltmarkt) eingestellt wurde und man immer noch nicht in der Lage zu sein scheint wann man wieder, unter welchen Voraussetzungen auch immer, die Produktion wieder aufnehmen will, mir sind jedenfalls noch keine genauen Angaben dazu bekannt.
Da spielt m.e. viel Politik mit oder wie immer man das auch titulieren mag.

@ ein schönes WE

Grüsse JoJo
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http://minerals.usgs.gov/minerals/pubs/commodity/rare_earths…
YTTRIUM1

(Data in metric tons of yttrium oxide (Y2O3) content unless otherwise noted)

Domestic Production and Use: The rare-earth element yttrium was not mined in the United States in 2009. All yttrium metal and compounds used in the United States were imported. Principal uses were in phosphors for color televisions and computer monitors, temperature sensors, trichromatic fluorescent lights, and x-ray-intensifying screens. Yttria-stabilized zirconia was used in alumina-zirconia abrasives, bearings and seals, high-temperature refractories for continuous-casting nozzles, jet-engine coatings, oxygen sensors in automobile engines, simulant gemstones, and wear-resistant and corrosion-resistant cutting tools. In electronics, yttrium-iron garnets were components in microwave radar to control high-frequency signals. Yttrium was an important component in yttrium-aluminum-garnet laser crystals used in dental and medical surgical procedures, digital communications, distance and temperature sensing, industrial cutting and welding, nonlinear optics, photochemistry, and photoluminescence. Yttrium also was used in heating-element alloys, high-temperature superconductors, and superalloys. The approximate distribution in 2008 by end use was as follows: phosphors (all types), 87%; ceramics, 10%; metallurgy, 2%; and electronics and lasers, 1%.
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http://www.lynascorp.com/index.asp
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http://www.lynascorp.com/page.asp?category_id=2&page_id=4
Resource Estimates
Substantial work has been carried out in estimating the resources of the CLD, including a thorough validation of all geological, drilling and assay information, the development of a robust 3D geological model and the generation of a detailed resource model to JORC Code standards.

A comprehensive evaluation of the deposit has been completed by independent specialists Hellman and Schofield, resulting in a substantial upgrade in the resource to 7.7Mt at 12% for 917,000t REO

At a 4% REO cut-off grade, the resource estimate is as follows -.

Table 1: Mt Weld resource estimate - Central Lanthanide Deposit (4% REO cut-off)
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Mining Studies
Independent mining experts Australian Mine Design and Development Pty Ltd (AMDAD) prepared preliminary pit optimisations, pit designs and mine schedules over the central part of the CLD. The work confirmed the simplicity and low risk of a mining operation, and the low overall strip ratio for the pit (SR 4.6:1). Due to the high ore grades, the ore production level is forecast to be relatively small, for example; production of 10,500 tonnes REO in the first year of operation will require 120,000 tonnes of ore to be processed. With current demand at 95,000 tonnes per annum the Mt Weld production will represent approximately 11% of the global market. Based on proposed ore treatment options, current Reserves were calculated by AMDAD as 2.1 million tonnes @ 15.5% REO containing 321,000 tonnes REO. This is about 35% of the available resources; Lynas confidently expects that further ore processing studies and inclusion of lower grade ore will result in a mine life in excess of 20 years.
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http://www.lynascorp.com/page.asp?category_id=2&page_id=5
Crown Polymetallic Resource
As well as Rare Earths, the Mt Weld carbonatite is host to potentially economic deposits of niobium, tantalum, zirconium, and titanium, collectively termed polymetallic by Lynas.

A number of drilling programs have been conducted aimed specifically at the Crown Polymetallic deposit and its niobium and tantalum resource definition. A scoping study has identified an open pit mine followed by a conceptual process route, based on existing technology, located in China to produce the Polymetallic product suite.

Dr Phillip Hellman of Hellman & Schofield Pty Ltd, Sydney, completed the multi-metal geostatistical resource estimation study.

The Indicated and Inferred Resources estimated for the Polymetallic Crown deposit total 37.7 million tonnes with an average ore composition as presented in the table below. The majority of the ore lies between 30m and 60m in depth, suitable for open pit mining.

A large proportion of the value in the resource is in the niobium which has an average grade 1.07% Nb2O5 (niobium oxide). Taking into account the credits for the other Rare Metals and by-products the equivalent niobium oxide mine grade is 2.1%.

Polymetallic mineral Resources for Coors and Crown Sectors, Mt Weld
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Faktoren, die den Preis von Al, Cd, Co, Cu, Fe, Ni, Pb, Rare Earth Elements zu beeinflussen, und Zn
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@ ein schönes WE

Grüsse JoJo

[JoJo49]

http://stocknessmonster.com/news-history?S=LYC&E=ASX
LYC Lynas Corporation Limited
January 2010
29th Appendix 3B - Exercise of Options
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=478685
29th Quarterly Cashflow Report
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=478680


29th Quarterly Activities Report
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=478679
QUARTERLY REPORT
FOR THE PERIOD ENDING 31 DECEMBER 2009
HIGHLIGHTS
 Successful completion of $450 million Equity Raising
 Recommencement of the engineering and procurement activities for the Rare Earths
project
 New Chief Operating Officer appointed with detailed knowledge of the international Rare
Earths industry.
 Engagement of United Group as alliance partner for engineering, procurement and
construction of Lynas Advanced Materials Plant
 Supply Contract signed with Rhodia extended from a 5-year to a 10-year contract plus
technical services support agreement.
 Completion of the acquisition of all of the mineral rights of CSBP Limited in relation to the
mining leases located at Mount Weld, Western Australia
 Rare Earths prices recovering strongly; as at 25 January 2010 the average price for the
Mount Weld Rare Earths composition was US$12.58/kg
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Grüsse JoJo

[JoJo49]

Heute in Australien kein Handel: http://www.sinoz.de/de/australien/info/feiertage.htm

Zu Lynas:
Bauarbeiten an der Mine sowie an der Produktionsanlage in Malaysia werden im Februar 2010 wieder voll aufgenommen.
Die Fertigstellung der Raffinerie wird für März 2011 angegeben, dabei soll die volle Produktionsaufnahme auf 11.000 Tonnen REO innerhalb von 6 Monaten erfolgen.

Grüsse JoJo

http://www.zibb.com/all/theme/c/Lynas+Corp
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http://www.japanmetalbulletin.com/top_bn/nm100120.html

Lynas Corp. to Restart Malaysian Rare Earth Refinery Construction in February
Australian rare earth developer, Lynas Corporation, which owns Mount Weld mine in Australia, restarts suspended construction work of around A$ 300 million refinery in Malaysia in February. The firm can restart the project after the firm raised A$ 450 million of capital through equity finance. The firm expects the refinery construction will complete in March 2011 ramping up to full production at annual 11,000 tonnes in rare earth oxide in around 6 months.
http://translate.googleusercontent.com/translate_c?hl=de&sl=…

[JoJo49]

Antwort auf Beitrag Nr.: 38.795.435 von Optimist_ am 22.01.10 21:29:29

- das kommt davon wenn man unter "rare earth" googlet.

Andrew's Biographie
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Viel Spass und @ ein schönes WE

Grüsse JoJo

[Optimist_]

Antwort auf Beitrag Nr.: 38.789.296 von JoJo49 am 22.01.10 11:03:41

Kann jemand rauskriegen wer Andrew Sullivan ist?...sonst stufe ich auch mal einfach so von meinem Wohnzimmer aus Lynas auf Strong buy!

Übrigens, die Jungs haben es schon immer gewusst:

http://www.youtube.com/watch?v=o3Z8NU5ImK0

...total unsexy zwar, aber ihrer Zeit voraus.

...kleiner Spass, nicht böse sein.

Gute Nacht an alle und eine bessere kommende Börsenwoche.