LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 32)

[JoJo49]

http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=890875
11 November 2015
Hayden Guthrie
Adviser, Listings Compliance (Sydney)
Australian Stock Exchange
PO Box H224
Australia Square NSW 1215
Dear Hayden,

LYNAS CORPORATION LIMITED – PRICE QUERY

In reply to your letter dated 10 November 2015, we answer your questions (using the
same numbers) as follows:
1. The Company is not aware of any information concerning it that has not been
announced which, if known by some in the market, could explain the recent
trading in its securities.

2. Not applicable.

3. The Company is not aware of any other explanation for recent trading in its
securities.

4. The Company confirms that it is in compliance with the listing rules and, in
particular, listing rule 3.1.

Yours sincerely,
Andrew Arnold
Company Secretary
:::
Google übersetzt: https://translate.google.de/translate?sl=en&tl=de&js=y&prev=…

[JoJo49]

http://stocknessmonster.com/news-history?S=LYC&E=ASX
October 2015
19th Notice of Annual General Meeting/Proxy Form
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=885567
NOTICE OF ANNUAL
GENERAL MEETING
To be held on
Monday 23 November 2015
at 10.00 am (Sydney time)
at the Sheraton on the Park
161 Elizabeth Street, Sydney NSW
:::
:::
Google übersetzt: https://translate.google.de/translate?sl=en&tl=de&js=y&prev=…


14th Quarterly Cashflow Report
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=884742
Mining exploration entity and oil and gas exploration entity quarterly
report
:::
:::
Google übersetzt: https://translate.google.de/translate?sl=en&tl=de&js=y&prev=…


14th Quarterly Activities Report
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=884740
QUARTERLY REPORT
FOR THE PERIOD ENDING 30 SEPTEMBER 2015
HIGHLIGHTS
 Positive free cashflow (revenue less operating costs and CAPEX) of A$1.3m despite very low market
prices. This result reflects continued improvements in key business areas:
o Production of ready for sales tonnes grew to 3171 tonnes of REO including 968 tonnes of
NdPr
o Cash receipts of A$55.9m
o Cash Outflows of $54.6m, $6.1m below the forecast in the June Quarter Appendix 5B were
achieved with improvements in recoveries at both facilities and continued close focus on
cost management
 Announcement of new rescheduled debt agreements with both lender groups
 The completion of the new Resource and Reserves statement for Mt Weld announced on 5
October 2015, confirming the physical robustness and quality of the Mt Weld deposit
 Closing total cash balance of A$56.5m, A$4.5m above closing cash for Q4 FY15
:::
:::
Google übersetzt: https://translate.google.de/translate?sl=en&tl=de&js=y&prev=…

[JoJo49]

http://stocknessmonster.com/stock-quote?S=LYC&E=ASX

http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=884072

9 October 2015
MALAYSIAN COURT CHALLENGE DISMISSED

Lynas Corporation (ASX:LYC, OTC:LYSDY) is pleased to announce that the High Court
of Malaya in Kuantan has dismissed with costs a challenge by persons associated with
the Save Malaysia Stop Lynas group (SMSL) in relation to the original Temporary
Operating Licence (TOL) under which Lynas operated its Malaysian plant from
September 2012 to September 2014. Lynas currently operates its Malaysian plant under
a Full Operating Stage Licence that was issued in September 2014.

Today’s decision relates to the “second challenge” referred to in the Lynas Quarterly
Activities Report that was released on 17 July 2015.

For all media enquiries please contact Renee Bertuch from Cannings Corporate
Communications on [phone].


Andrew Arnold
Company Secretary

Google übersetzt: https://translate.google.de/translate?sl=en&tl=de&js=y&prev=…

[JoJo49]

http://investorintel.com/technology-metals-intel/lifton-on-w…
Lifton on why Molycorp failed.
:::


Jack Lifton: Zu Lynas im Diskussions- und Kommentar-Forum (siehe ganz unten)
Google übersetzt:
https://translate.google.de/translate?sl=en&tl=de&js=y&prev=…

Jack Lifton auf 2. September 2015, um 4:00 Uhr sagte:
Basset,

Die Lampe ist ein extrem sauberer Betrieb, und seine fortgeführten Aktivitäten wurden und werden hinterfragt und werden im Detail von der malaysischen Regierung, Umweltbehörden, die politisch UTG sind und so sind ziemlich fleißig überwacht.
Lynas wählte Malaysia, weil seine Kosten für Strom, Wasser und Arbeit sind weit weniger als die gleichen Kosten in Australien.
Die Lampe ist nicht nur eine Lösungsmittelextraktion basierend Trennvorgang ist es auch ein Erz Verarbeitungsbetrieb. Sehr wenig Verarbeitung des Erzes in Australien durchgeführt, und da es in seltenen Erden weit reicher als das Erz in Mountain Pass weniger davon muss versendet werden, als Sie sich vielleicht vorstellen. Es ist mein Verständnis, dass es zwischen einem und zwei Jahren Erz bereits in Malaysia und dass die Mine soll in Kampagnen betrieben werden, so dass die Lampe Inventar wird auf diesem Niveau gehalten werden.
Die Manager, die geplant, gebaut, und den Betrieb der Lampe wurden viel praktischer, qualifizierte und erfahrene als diejenigen, die zum Projekt Phoenix zu erstellen versucht.

Jack

und

Jack Lifton auf 2. September 2015, um 9:21 Uhr sagte:
Lynas Anzahlung beträgt 95% und 5% LREEs SEG + HREEs. Also, wenn sie produzieren 22.000 Tonnen pro Jahr werden sie nur 1100 Tonnen SEG + HREE zu produzieren.

Heute sind die SEG + HREE Konzentrate werden nach Frankreich für die Trennung gesendet.

Es gibt reichlich Gelegenheit für Hersteller von SEGS und HREEs in Nordamerika, Europa, Südafrika und Australien.

[JoJo49]

http://stocknessmonster.com/news-history?S=LYC&E=ASX
October 2015
5th Annual Report and Appendix 4G
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=882990
5 October 2015
2015 ANNUAL REPORT AND APPENDIX 4G

Lynas Corporation (ASX:LYC, OTC:LYSDY) is pleased to attach the following:
1. 2015 Annual Report
2. Appendix 4G
Page 10 of the attached Annual Report corrects a typographical error that appeared in
the FY15 Financial Report that was lodged with the ASX on 21 September 2015. The
correct figure for Rare Earth Oxide production for the 12 months to 30 June 2015 was
8,799 tonnes. The correct figure also appeared in the Quarterly Report that was lodged
with the ASX on 17 July 2015.

For all media enquiries please contact Renee Bertuch from Cannings Corporate
Communications on [phone].

Andrew Arnold
Company Secretary

:::
:::
:::


5th Resource and Reserve Update
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=882989
5 October 2015
Mount Weld Mineral Resource and Ore Reserve Update 2015

Lynas Corporation Limited (ASX:LYC, OTC:LYSDY) announces that the Mount Weld
Mineral Resource and Ore Reserves have been updated as at 31 August 2015. The
previous Ore Reserves update was announced on 21 September 2012.

Highlights:

 The updated Mineral Resource and Ore Reserves statement confirms the
physical robustness and the quality of the Mt Weld deposit. The Mineral Resource
and Ore Reserves have not significantly changed despite updated inputs, most
notably a reduction of 50% in the assumed selling price.
 The Ore Reserves represent more than 25 years of economic, continuous
operations based on the estimated production of 22,000 tonnes per annum REO
of finished products.
 The Mineral Resource estimate at the Central Lanthanide Deposit and the
Duncan Deposit as at 31 August 2015 are now 23.2 million tonnes, at an average
grade of 7.5% REO for a total of 1.73 million tonnes of contained REO.
 The Ore Reserves at the Central Lanthanide Deposit as at 31 August 2015 are
now 9.9 million tonnes, at an average grade of 10.8% REO, for a total of 1.08
million tonnes of contained REO.
 The minor changes to the Mineral Resource and Ore Reserves mostly reflect the
exclusion of a small amount of material that is now considered to have poor
metallurgical recovery, the consumption of some material via processing over the
past 3 years and other factors as detailed below.
In announcing the latest Ore Reserves, Lynas Non-Executive Chairman, Mike Harding,
said “The updated Ore Reserves confirm that Mount Weld deposit is physically robust to
changing market conditions. With very little change in overall pit design, these Ore
Reserve works confirm Mount Weld’s status as one of the richest rare earths deposits in
the world. The Ore Reserves represent more than 25 years of continuous operations at
a rate of 22,000 tonnes per annum REO”.
:::
:::

Google übersetzt: https://translate.google.de/translate?sl=en&tl=de&js=y&prev=…

Grüsse JoJo

[Optimist_]

Videos zu Seltenen Erden

Ein "superspektakulärer" Bericht aus ProSiebens Galileo für die Sofabildung:

http://www.prosieben.de/tv/galileo/videos/2015225-seltene-er…

Und eines von unserem Lieblingsbildungssender Arte (lange Doku):

"Die dunkle Seite der Hightech-Metalle"

https://www.youtube.com/watch?v=PaOXQemy9G0

[Optimist_]

Congratulations to Amanda and the whole Lynas Team !

Das war ein großer Schritt und man nur gratulieren zu diesem Abschluß. Im Aktienkurs ist das noch nicht sichtbar, aber der kann jeden Moment nachziehen oder von mir aus, auch peu a peu. Als Investor hat man nun auf jeden Fall mehr Gewissheit.

http://www.marketwatch.com/story/rare-earth-elements-are-poi…

Rare-earth elements are poised for a recovery

By Myra P. Saefong
Published: Aug 19, 2015 12:53 p.m. ET


Prices for rare earths could be making a comeback.

Commodities have seen a broad decline, but prices for rare-earth elements are poised for a recovery.

That may come as a surprise following the bankruptcy filing by U.S. rare-earth miner and producer Molycorp Inc. earlier this year, and given the uncertainty surrounding metals demand and the economy in China, a country which controls nearly all of the world’s rare-earth market.

But “don’t ignore the rare-earth sector because of low rare-earth prices and the failure of the Western producers,” Jeb Handwerger, president of Mining Development Corp., told MarketWatch in an email interview.


“Eventually, the Chinese producers will be unable to supply the world with cheap rare earths,” he said. “Demand is rising rapidly, especially in military technologies, clean energy and smartphones/tablets” and supply risks remain.

Rare earths, comprised of about 17 elements with such names as lanthanum, cerium and yttrium, serve as vital components in everything from lasers and optical fibers to petroleum refining, automotive parts, computer monitors, lighting and televisions.

Back in 2009, China tightened exports on “critical rare earths,” driving prices higher and fueling the start of a “bubble in junior mining rare-earth stocks, where any piece of moose pasture had rare earths in it,” said Handwerger. Read the Rare earths offer unique investment opportunity story from 2009

“Since that time, the rare-earth sector has seen a major wipeout,” he said.

Lanthanum oxide was priced at an estimated $5 a kilogram at the end of 2014, compared with $59 to $61 a kilogram at year-end 2010, while prices for cerium oxide fell to $4 to $5 from $60 to $62 over the same period, according to a report from the U.S. Geological Survey, citing subscription-based data from Metal-Pages Ltd.

In the stock market, Handwerger pointed out that “institutional favorites,” such as Lynas Corp. Ltd. LYC, -5.00% LYSCF, -3.07% took big hits, or, as in the case of Molycorp, filed for bankruptcy.

Lynas Corp.’s U.S. shares trade around 3 cents, compared with $2.16 in 2010. Molycorp filed for bankruptcy protection in June of this year, hit by slumping commodity prices and waning demand from China.

Prices for rare-earth elements have continued to fall despite China’s new tax regime, said Melanie Debono, assistant economist at Capital Economics, in a research note. China levied a resource tax in May on rare earths based on value rather than volume.

Debono said it’s likely “only a matter of time before higher taxes and positive demand fundamentals translate into a recovery in prices.”

Some firms have already started to pass on higher costs to consumers, and many Chinese rare-earth element producers are reportedly operating at a loss and may have to close by year-end, Debono said.

China wants to keep control of its “rare-earths monopoly” so it drives down prices to force competitors to shutter operations, Handwerger said. But “as competitors shut down or go bankrupt, expect to see the rare-earth prices to once again rise higher.”

“Don’t be dismayed to see the Chinese invest in overseas projects for pennies on the dollar to take advantage of the next upturn,” said Handwerger, who owns shares in Ucore Rare Metals Inc. UCU, +8.20% UURAF, +7.95% and Pele Mountain Resources GEM, +14.29%

China realizes “the value of the rare-earth market and saw its increased usage in technology decades before the rest of the world,” he said.

[price-of-success]

http://hotcopper.com.au/threads/ann-lynas-announces-new-long…

darf ich sagen:

sooo geil

[JoJo49]

http://www.morningstar.de/de/etf/snapshot/snapshot.aspx?id=0…
UBS ETF – STOXX Global Rare Earth UCITS ETF (USD) A-dis (CHF) | GREUSA

:::

u.a.:
Top 10 Positionen 14.08.2015
Portfolio
Gesamtanzahl der Aktienpositionen 11
Gesamtanzahl der Anleihenpositionen 0
% des Vermögens in Top 10 Positionen 99,02
Name Sektor Land % des Vermögens
China Rare Earth Holdings Ltd 101 China 31,76
Lynas Corp Ltd 101 Australien 18,28
Greenland Minerals and Energy Ltd 101 Australien 11,10
Critical Elements Corp 101 Kanada 8,70
Avalon Rare Metals Inc 101 Kanada 7,85
Rare Element Resources Ltd 101 Kanada 7,74
Commerce Resources Corp 101 Kanada 6,87
Quest Rare Minerals Ltd 101 Kanada 2,74
Geomega Resources Inc 101 Kanada 2,16
Stans Energy Corp 101 Kanada 1,82

[Fuenfvorzwoelf]

Antwort auf Beitrag Nr.: 50.344.434 von price-of-success am 06.08.15 12:24:08

Zitat von LUBI54: Matze

hoffentlich nun mir REE von LYC- oder doch von Moly?

Ich fürchte nicht, aber vielleicht gibt es ja Hoffnung, dass MCP Mengen und Qualität nicht liefern kann?

Irgendwas ist schief gelaufen, weil das JV mit Lynas geplatzt ist. Warum?

Keine Ahnung!

LG Matze