LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 323)

[urpferdchen]

Es gibt noch Commerce Res. in Kanada und Arafura ? in Australien
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28.08.2009 13:01
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TopStory: China stößt Wettstreit um Kontrolle des Seltenerd-Markts an

TopStory: Von China geplante strengere Exportbeschränkungen für Seltene Erden hat die Regierungen in den Industrieländern aufgeschreckt und einen Wettlauf um die Kontrolle dieses kleinen Markts angestoßen, der zunehmend an Bedeutung für die Herstellung umweltfreundlicher Technologien gewinnt. China verfügt über 95% des weltweiten Outputs an Seltenen Erden, und japanische Unternehmen wie etwa Sumitomo Corp und Toyota Motor Corp haben schon vor den neuesten Plänen zur Exportbeschränkung begonnen, sich alternative Versorgungsquellen in Kasachstan und Vietnam aufzubauen. Seltenerdmetalle haben sich zu einer wichtigen Komponente in der Herstellung von Hybridfahrzeugen entwickelt. Bereits kleinste Mengen solcher Metalle können die Leistung von Batterien drastisch erhöhen. Das Metall findet auch Einzug in der Herstellung von Industriemagneten, Flüssigkristall-Displays, Mobiltelephonen und Elektromotoren. Im August hat Chinas Ministerium für Industrie und Informationstechnologie (MIIT) eine Gesetzesvorlage beendet, die eine Reduzierung von Bergbau und Ausfuhr Seltener Erden zum Ziel hat.
Damit scheint der Boden für einen Handelsstreit bereitet. Die US-Regierung habe den MIIT-Vorstoß zur Kenntnis genommen, sagte eine Sprecherin der Pekinger US-Botschaft am Freitag. Die Welthandelsorganisation verfüge über strenge Regeln zur Disziplinierung von Exportbeschränkungen. Die USA wären besorgt, wenn WHO-Mitglieder Bestimmungen erließen, die nicht diesen Regeln entsprechen, betonte die Sprecherin. Sie fügte hinzu, der Inhalt der MIIT-Vorlage sei den USA nicht mitgeteilt worden. Die Beurteilung der chinesischen Absichten dürfte auch eine Rolle dabei spielen, wie die australische Regierung das Gebot der China Nonferrous Mining Group Co für 51% des Seltenerd-Produzenten Lynas Corp einschätzt.
Das MIIT will jährliche Exportquoten von 35.000 t einführen und möglicherweise mindestens fünf Arten von Seltenen Erden ganz herausnehmen. Darüber hinaus soll der Bergbau noch schärfer kontrolliert werden. Der Disput dreht sich um einen relativ kleinen Markt. Nach Schätzungen des australischen Beratungsunternehmens Industrial Minerals Co betrug die globale Nachfrage im vergangenen Jahr 124.000 t und wird bis 2015 auf 200.000 t steigen. Der Wert des Welthandels mit diesen Erzen erreichte 1,25 Mrd USD und dürfte bis 2015 auf etwa 3 Mrd USD zunehmen. Im laufenden Jahr wird sogar ein Nachfragerückgang auf 80.000 bis 90.000 t angenommen. Die chinesischen Kontrollbestrebungen werden teils mit den vergleichsweise niedrigen Preisen begründet.
Allerdings werde dieser Aspekt in den chinesischen Medien hochgespielt, meinte ein Industrieberater, der nicht namentlich genannt sein wollte. Tatsächlich seien die Preise aber zurückgegangen, weil die Produktion zu hoch sei. Chinas Produktionskapazität liege bei jährlich 480.000 t. Die Preise für insgesamt 32 Seltenerd-Erze sind im vergangenen Jahr in unterschiedlichem Ausmaß zurückgegangen. So hat sich etwa Neodym-Oxid bis Juli zum Vorjahr um 47% auf 14,25 USD/kg verbilligt. Lanthan-Oxid fiel um 20% auf 6,25 USD/kg, während andere Seltene Erden wie etwa Yttrium-Oxid unverändert blieben. Chinesische Regierungsbehörden arbeiten dem Berater zufolge an der Gründung eines Industrieverbands in dem Sektor, der ähnlich wie die China Nonferrous Metals Industry Association fungieren soll und voraussichtlich noch in diesem Jahr die Tätigkeit aufnehmen dürfte. Mitglieder dürften die "nationalen Champions" im Seltenerd-Sektor sein: Inner Mongolia Baotou Steel Rare Earth Hi-Tech Co Ltd, Jiangxi Copper Co und Minmetals Development Co.
Nicht alle ausländischen Beobachter betrachten indes Chinas Bewegungen mit Argwohn. Der Exekutivdirektor der Industrial Minerals Co, Dudley Kingsnorth, der das Seltenerd-Projekt der Lynas Corp in Westaustralien ein Jahrzehnt lang leitete, hält die Warnungen für alarmistisch. Seiner Meinung nach wünscht China, dass auch der Westen Seltenerd-Ressourcen erschließt. Die Chinesen versuchten, ihre Downstream-Entwicklung voranzutreiben und so Arbeitsplätze zu schaffen. "Wenn sie Seltene Erden in Fernsehern verwenden, können sie Millionen Menschen beschäftigen." Die Ressourcen dieser Erze sind in großen Märkten wie den USA nicht sonderlich erschlossen. Dort findet der Bergbau in größerem Maße nur in einem Vorkommen statt, nämlich in Mountain Pass in Kalifornien. Nach Schätzungen von Kingsnorth könnte der Westen aber bis 2014 etwa 20% bis 25% des weltweiten Seltenerd-Angebots liefern. Im übrigen ist er nicht überzeugt, dass der jetzt vorgelegte Entwurf in China vollständig umgesetzt wird, vielmehr handele es sich hier wohl um einen Versuchsballon.

[TimLuca [KommA]]

Das habe ich mir aus dem HC ausgeliehen......



World faces hi-tech crunch as China eyes ban on rare metal exports

Beijing is drawing up plans to prohibit or restrict exports of rare earth metals that are produced only in China and play a vital role in cutting edge technology, from hybrid cars and catalytic converters, to superconductors, and precision-guided weapons.

By Ambrose Evans-Pritchard
Published: 5:58PM BST 24 Aug 2009



A draft report by China’s Ministry of Industry and Information Technology has called for a total ban on foreign shipments of terbium, dysprosium, yttrium, thulium, and lutetium. Other metals such as neodymium, europium, cerium, and lanthanum will be restricted to a combined export quota of 35,000 tonnes a year, far below global needs.

China mines over 95pc of the world’s rare earth minerals, mostly in Inner Mongolia. The move to horde reserves is the clearest sign to date that the global struggle for diminishing resources is shifting into a new phase. Countries may find it hard to obtain key materials at any price.

Alistair Stephens, from Australia’s rare metals group Arafura, said his contacts in China had been shown a copy of the draft -- `Rare Earths Industry Devlopment Plan 2009-2015’. Any decision will be made by China’s State Council.

“This isn’t about the China holding the world to ransom. They are saying we need these resources to develop our own economy and achieve energy efficiency, so go find your own supplies”, he said.

Mr Stephens said China had put global competitors out of business in the early 1990s by flooding the market, leading to the closure of the biggest US rare earth mine at Mountain Pass in California - now being revived by Molycorp Minerals.

New technologies have since increased the value and strategic importance of these metals, but it will take years for fresh supply to come on stream from deposits in Australia, North America, and South Africa. The rare earth family are hard to find, and harder to extract.

Mr Stephens said Arafura’s project in Western Australia will produce terbium, which sells for $800,000 a tonne. It is a key ingredient in low-energy light-bulbs. China needs all the terbium it produces as the country switches wholesale from tungsten bulbs to the latest low-wattage bulbs that cut power costs by 40pc.

No replacement has been found for neodymium that enhances the power of magnets at high heat and is crucial for hard-disk drives, wind turbines, and the electric motors of hybrid cars. Each Toyota Prius uses 25 pounds of rare earth elements. Cerium and lanthanum are used in catalytic converters for diesel engines. Europium is used in lasers.

Blackberries, iPods, mobile phones, plams TVs, navigation systems, and air defence missiles all use a sprinkling of rare earth metals. They are used to filter viruses and bacteria from water, and cleaning up Sarin gas and VX nerve agents.

Arafura, Mountain Pass, and Lynas Corp in Australia, will be able to produce some 50,000 tonnes of rare earth metals by the mid-decade but that is not enough to meet surging world demand.

New uses are emerging all the time, and some promise quantum leaps in efficiency. The Tokyo Institute of Technology has made a breakthrough in superconductivity using rare earth metals that lower the friction on power lines and could slash electricity leakage.

The Japanese government has drawn up a “Strategy for Ensuring Stable Supplies of Rare Metals”. It calls for `stockpiling’ and plans for “securing overseas resources’. The West has yet to stir.

[TimLuca [KommA]]

Hallo,

ein langer, sorry, aber lesenswerter Bericht!!!!


Is China Planning to Restrict or Eliminate Export of 'Heavy' Rare Earth Metals?
by: Jack Lifton August 19, 2009 | about: LYSCF.PK
Jack Lifton


The Chinese economy is a "command" economy, not a free market economy. This means that the state sets, among other things, manufacturing goals and resource allocations. The Chinese central government decides what is important to the economy and makes certain that money and credit flow to those sectors of the economy it has chosen. At the beginning of each five-year economic planning cycle the central government adopts a "five-year plan" to be followed rigorously. Individual and business success in China means meeting the goals of the five year plan as it applies to your sector of the economy.

Thus it is, and can be, no surprise at all to any informed observer of the Chinese economy that various, official, industry-specific planning commissions are now submitting their ideas to the China State Council in Beijing, which will review those ideas and adopt or modify them for political as well as economic reasons and then discard or include them, as the China State Council wishes, in the official listing of goals of the next Five-Year Plan for the period 2010-15.

It is amazing to me that anyone could believe that a "draft" plan for a segment of the economy is a final plan and that in addition it would be released, unofficially, to a foreigner with a vested financial interest in construing and misrepresenting a draft as a final plan. Nonetheless, this is what ill-informed or compromised reporters for Mineweb apparently believe.

Anyone who is following the news about the market fundamentals of the rare earths in order to judge their potential as investments should read the article on Mineweb.com with extreme skepticism both for what it reports and for what is gets very wrong about the Chinese rare earth mining industry.

First of all, the article purports to point to a "draft" report supposed to be an internal document from a Chinese study group commissioned for and addressed to the China State Council. The Mineweb article says

the Chinese draft report, entitled Rare Earths Industry development Plan 2009‐2015, has been submitted to the China State Council for review and implementation in 2010, and outlines plans to restrict Chinese administration of rare earth quotas, totally banning the export of some rare earths and consolidating a large number of Chinese rare earth facilities.

We are supposed to believe that the China State Council is just waiting around for the rare earth industry to tell it what to do, so it can "implement" those recommendations. We are also supposed to believe that the words

…outlines plans to restrict Chinese administration of rare earth quotas, totally banning the export of some rare earths and consolidating a large number of Chinese rare earth facilities

are intended to have meaning in the English language. The author or editor probably means to say that Chinese rare earth quotas are to continue to decline, as they have been doing for several years, but that some exports of specific rare earths will be immediately banned. Further, the author or editor may be trying to say that the central Chinese government is pressuring the rare earth industry to consolidate to become more efficient and less polluting-as we have read elsewhere recently more coherently. I can’t help asking if any of you who believe that the rare earth industry is telling the Chinese State Council what to do might want to also buy a bridge connecting Manhattan to Brooklyn?

The Mineweb article further on lets us know that it is the “heavy rare earths” the export of which is to be immediately banned.

In all fairness terminological inexactitude seems to be prevalent among most of those writing about the rare earths, so let's first clear up what I mean when I speak of the "heavy" rare earths:

The rare earth metals are "chemically" very similar, and this makes them difficult to separate from one another other than by labor intensive repetitive processes which take advantage of and operate on small chemical differences (e.g., solubility in a particular solvent, or ability to bind differentially to a chemical species in specific situations of concentration and pH). Rare earth elements are "typically" separated from one another by long slow solvent extractions repeated hundreds and even thousands of times.

Nature even over geological time has had the same problems with separating the rare earths elements from one another as homo sapiens has had. Nature, however, did not succeed except in one way. The minerals that make up the geology of the rare earths generally separate themselves into two broad types: the lower atomic numbered rare earths (lanthanum (57)) through neodymium predominate are called ores of the "light" rare earth elements, known as LREEs, and the other group which are enriched-at least when compared to the ores of the LREEs-in the higher atomic numbered rare earth elements are known as HREEs.

There is actually just one single solitary deposit of REEs today being worked and processed to recover the HREEs commercially. These are the so-called ionic clays of Szechuan, China, in which nature performed some ancient ion exchange chemistry for us.

Why does any of this matter?

It is because two of the HREEs have unique properties that greatly influence the properties of permanent magnets made with the LREEs.

The HREE's dysprosium and terbium, when added to the neodymium-iron-boron permanent magnet alloys that are today essential components of the electric motors and generators used in cleantech and military applications, raise the temperature at which the magnetic strength of the permanent magnets diminishes or vanishes (The temperature at which a permanent magnet loses its magnetism is called the "curie" point after its discoverer-the brilliant physicist whose fame was eclipsed historically by his much more famous wife, Madame Curie).

It is extremely important that an electric motor or electric generator be able to operate at as high a temperature as possible in places such as under the hood of a car or in an aircraft or ship. It is also important that transport dependent on electric motors or generators be able to run in the desert.

The People's Republic of China today is the world's sole producer of the HREEs.

For the last five years China has been systematically reducing its export allocation of all of the rare earths. Just at the end of last June (2009) the Chinese government announced that the rare earth allocation for 2009 would be around 32,000 metric tons; For 2008 the total export allocation had been around 38,000 tons. Just for comparison it should be well noted that Japan’s projected total usage of rare earths for 2008, before the economic slowdown, was 40,000 metric tons.

Those who view China’s continuous reduction of its export allocation of rare earth metals over the last five years as an economic ploy to maintain the prices of the rare earths do not understand that the rate of growth of China’s domestic demand for rare earths has exceeded the rate of growth of China’s domestic production for every year of the twenty-first century. Thus it is certain that China’s domestic demand for rare earth metals will exceed its domestic production in the near future. This, in fact, is the main driver for China’s reduced allocation of exports of rare earths. The most optimistic of projections of Chinese production and demand now show that Chinese domestic demand will extinguish its ability to produce before 2014, at the latest.

Therefore unless there is substantial non Chinese production of rare earths in the very near future there will be shortages of rare earths for production outside of China followed by an end to such exports.

The critical period will have begun when and if China suspends exports of the HREEs, dysprosium and terbium. These two HREEs are first and foremost indispensable and irreplaceable in military applications where performance, not cost, is the key. The militaries of the world’s great powers today know only too well that increased weight and decreased performance are the wrong way to go with smart weapons, aircraft, satellites, and spacecraft.

Designers of wind turbines, full hybrid, plug-in hybrid, and battery powered cars know that performance is dependent on temperature range for peak efficiency, and that for all permanent magnet using DC motors and generators substituting ferrite magnets for rare earth magnets adds weight and decreases performance and that without HREEs rare earth permanent magnets are temperature limited.

The USA, Australia, Canada, Greenland, South Africa, and India have a variety of rare earth deposits and projects in various stages of development all the way from exploration to one in actual, limited, production (Molycorp’s Mountain Pass, California, mine is being readied to resume mining, the company says, after a so-far seven year hiatus. Mountain Pass is now producing 2 mt/day of neodymium/praseodymium oxide and 4 mt/day of lanthanum oxide from concentrates above ground mined and beneficiated prior to 2002).

The free market has not been kind to the rare earth mining industry. Australia’s world class REE deposits, Lynas Corp (LYSCF.PK), and Arafura Resources [ARU:SYD], have been on the edge of LREE concentrates production for several years but have had a steady stream of financing problems that have resulted today in Chinese financing being in place or on the table for both while political battles hold up both from going forward. Even if either or both were to go forward there is today no refinery outside of China prepared to process the ores from either-to be fair the Lynas business plan includes such a refinery to be built in Malaysia, but that is held up for financing today also.

In the USA MolyCorp seems also held up by financing issues, but I think that MolyCorp can be brought into full production (again) within a reasonable time. However if MolyCorp is to be the bulwark of the USA against a cutoff of rare earths, in general, from China then it, MolyCorp needs to resume mining as soon as possible and to continue to expand and extend its solvent extraction plant on site.

The USA also has a substantial alternate rare earth deposit site, as insurance against being cut off from Chinese material, centered in the Lemhi Pass district of Idaho and Montana, which is showing good grades of rare earths. The properties are owned and being developed by Thorium Energy, Inc., a privately held venture

Canada has two rare earth deposits under development. One is in Saskatchewan at Hoidas Lake and is being developed by Great Western Minerals Group, [GWG:TSXV], which also has several other rare earth deposits in the USA, Canada, and the Republic of South Africa. The other Canadian rare earth project is in the Northwest Territories at Thor Lake and is owned by Avalon Rare Metals [AVL:TSX)] [AVARF: OTCGX] . Thor Lake is well under way in its pre-feasibility study, and I urge you to look at the detailed data on Avalon’s web site.

No deposits outside of China other than Lynas, Arafura, Mountain Pass, Hoidas lake, or Thor Lake can be developed in time to stave off a supply interruption crisis.

But no matter which of the above deposits outside of China is developed it will have to include the parallel development of Avalon’s Thor Lake if the rare earth end user industry outside of China is to remain independent and even continue.

Thor Lake’s very large deposit of rare earth ores is unique in that it has a great deal of fergusonite, which is unusually rich in the HREEs. No other accessible economically mineable deposit of REEs in the world outside of China’s ionic clays has anywhere near the potential of supplying the HREEs necessary for the production of high performance rare earth magnets capable of operating at high temperatures.

The only solution to the high probability of the west being cut off from China’s REEs in the first half of the next decade is the development of Molycorp’s Mountain Pass mine, or Lynas’ Mt. Weld, or Arafura’s Nolan’s Bore, or Thorium Energy’s Lemhi Pass, or one of Great Western’s North American deposits AND Avalon’s Thor Lake deposit. Then and only then will there be a complete supply of REEs available from sources outside of China.

Chinese, now joined by Japanese, economic nationalism is moving to close off several of the above avenues by taking control of one of the major LREE deposits named above. Japan’s Toyota (TM) has even agreed to finance the development of a potentially very large and high grade rare earth deposit in Vietnam, but that is many years off. Chinese mining companies are aggressively moving into Australia and have already bought a substantial portion of Arafura and have offered to buy control of Lynas. These Chinese investments are not however to develop REEs for the world market but to insure the continued dynamic growth of the Chinese domestic end-using REE based industry, so in fact such investments by China will only reduce the number of candidates for the supply of the LREEs outside of China. Industry in the west won't fare much better if the Japanese gain control of any portion of the non-Chinese supply of REEs. In either case the interruption of supply to North America and Europe of the REEs will mean a decrease in high tech and clean tech manufacturing jobs and a further erosion of technological leadership.

The pros and cons of economic nationalism are not up for debate any longer in Asia or even Europe. If Americans wish to continue to have the capability to produce wealth in the twenty-first century age of technology that is upon us we need to improve our supply of and our control over the critical resources of rare metals that are slipping away from us. America can only remain competitive in high tech and clean tech by being self sufficient in the raw materials. It's up to you.

[JoJo49]

Antwort auf Beitrag Nr.: 37.779.364 von JoJo49 am 14.08.09 09:34:20

http://www.asx.com.au/asx/research/companyInfo.do?by=asxCode…
http://www.lynascorp.com/

Und Heute die Folgen in Übersee: http://stocknessmonster.com/stock-quote?S=LYC&E=ASX

Aktienvolumen: 11.511.171

Anstieg um 15.2% auf 0,53 AUD

Dort wird kräftig eingesammelt!


Grüsse JoJo

[JoJo49]

http://stocknessmonster.com/news-history?S=LYC&E=ASX
LYC Lynas Corporation Limited
August 2009
13th Acquisition of Remaining Mineral Rights at Mt Weld Tenements


http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=456527
13 August 2009
LYNAS SIGNS AGREEMENT TO ACQUIRE CSBP RIGHTS WITHIN MOUNT WELD TENEMENTS


Key Points:
•
Lynas and CSBP sign formal sale agreement in which Lynas shall acquire apatite rights at Mount Weld previously owned by CSBP Limited (a subsidiary of Wesfarmers Ltd)
•
Lynas already owns all other mineral rights within the Mount Weld tenements
•
This transaction allows Lynas to acquire legal title of mining lease M38/327, to give the Company ownership of all relevant tenements at Mount Weld and the rights to all mineral commodities from those tenements
•
The most prospective apatite mineralisation is largely contained in M38/327 with JORC Code compliant Indicated Resources of 60.4Mt @ 19.2% P2O5 (10% cut-off)
Lynas Corporation Limited (ASX: LYC) is pleased to announce it has signed a formal sale agreement to acquire all of the rights of CSBP Limited (CSBP) in relation to the mining leases located at Mount Weld, Western Australia. These rights relate to the apatite at Mount Weld which can be used in the production of phosphatic fertiliser or phosphoric acid.
Upon completion of this transaction Lynas shall be the registered holder of all relevant tenements at Mount Weld and have the rights to all minerals within these tenements.
It is anticipated this transaction will simplify the legal ownership of the tenements and mineral rights at Mount Weld. This in turn will facilitate the potential development of both the Crown Polymetallic Resource and additional Rare Earths resources at Mount Weld by eliminating third party negotiations regarding the potential development of future resources which contain both apatite and other minerals.
The focus of Lynas remains the development of the Mount Weld Rare Earths project.
Mount Weld is known to host apatite mineralisation. This transaction will transfer the rights to this mineralisation to Lynas. This mineralisation contains JORC Code compliant Indicated Resources of 60.4Mt @ 19.2% P2O5 (10% P2O5 cut-off), and pilot plant demonstrations showed that a concentrate suitable for phosphate fertilizer manufacture could be produced from this resource. This is separate from the other mineral rights in the Mount Weld deposit, which are already owned by Lynas.

Background

Lynas is the registered holder of mining leases M38/58, M38/59 and M38/326 and CSBP Limited is the registered holder of mining lease M38/327, collectively referred to as the “Tenements” all of which are located at Mount Weld, Western Australia.
M38/327 was created to cover the most prospective apatite mineralisation within an area known as the Swan Phosphate Deposit. M38/326 was created to cover the most prospective Rare Earths mineralisation, known as the Central Lanthanide Deposit, which is being developed as part of the Lynas Rare Earths project. The Crown Polymetallic Resource announced by Lynas on 5th October 2005 is located partly within M38/58 and M38/59 and partly within M38/327.
Schematic of Mount Weld showing the Tenements together with the Swan Phosphate Deposit, the Crown Polymetallic Deposit and Rare Earth mine.

...
...


The rights to minerals within these mining leases are subject to the Mount Weld Cooperation Agreement dated 24 April 1990 (“Cooperation Agreement”), which effectively states:
1.
CSBP has the rights to the apatite and apatite/crandallite admixtures capable of use in the production of phosphatic fertiliser or phosphoric acid (Fertiliser Feedstock) contained in the Tenements;
2.
Mt Weld Mining Pty Ltd, a wholly owned subsidiary of Lynas, has the rights to all other minerals (Other Minerals) contained in the Tenements.


Mineral Resources
The apatite phosphate resources at Mount Weld with a grade greater than 10% P2O5 occur as sub-horizontal sheets varying in thickness from 6 meters to 30 meters draped over the irregular unweathered surface of the 3.5km diameter Mt Weld carbonatite at depths from 50m to 90m below surface.
The most prospective apatite mineralisation zone lies within an area known as the Swan Phosphate Deposit, in the north-eastern sector of the carbonatite largely within M38/327. This zone has JORC Code compliant Indicated Resources of 60.4Mt @ 19.2% P2O5 (10 P2O5% cut-off). This zone occupies approximately 1/3rd of the total area known to host apatite mineralization.
Beneficiation studies in the mid-1980s on the residual apatite were focussed on bench scale and pilot plant flotation techniques with ancillary magnetic separation. This test work, followed by pilot plant demonstrations, showed that a concentrate suitable for phosphate fertilizer manufacture could be produced from the apatite phosphate deposit by this flotation process.
As both the Crown Polymetallic Resource and the Central Lanthanide Resource lie above sub-horizontal sheets of apatite phosphate resources, the mining of these resources will open up access to the apatite phosphate resources.

The Agreement
Subject to the conditions precedent set out below, Lynas and CSBP have signed a formal sale agreement to acquire all of the interests of CSBP in relation to the Tenements and all geological data and beneficiation work reports on and referring to the Tenements (the Acquisition).
Completion of the Acquisition is conditional upon the successful completion of the Lynas share issue to CNMC that was announced to the Australian Stock Exchange on 1 May 2009. Completion is also conditional on other administrative approvals.
At completion the Cooperation Agreement and all ancillary agreements between the parties or their predecessors concerning the Cooperation Agreement will terminate. Lynas shall agree to assume existing Fertiliser Feedstock royalty obligations of CSBP.

Note:
The information in this report that relates to Exploration Results, Mineral Resources or Ore Reserves is based on information compiled by Mr Robert Duncan, who is a Fellow of The Australasian Institute of Mining and Metallurgy. Mr Duncan is a consultant to Lynas Corporation Limited. Mr Duncan has sufficient experience which is relevant to the style of mineralisation and type of deposit under consideration and to the activity which he is undertaking to qualify as a Competent Person as defined in the 2004 Edition of the ‘Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves’. Mr Duncan consents to the inclusion in the report of the matters based on his information in the form and context in which it appears.

About Lynas Corporation
Lynas owns the richest deposit of Rare Earths, also known as Lanthanides, in the world at Mount Weld, near Laverton in Western Australia. This deposit underpins Lynas’ strategy to create a reliable, fully integrated source of Rare Earths supply from the mine through to customers in the global Rare Earths industry.
Lynas suspended work on the Lynas Rare Earths project in February 2009. Lynas has received all environmental approvals to build a Concentration Plant at Mount Weld and an Advanced Materials Plant to process the Mount Weld concentrate through to final Rare Earths oxides in the Gebeng Industrial Estate, Kuantan, Pahang, Malaysia.
On 1 May 2009 Lynas announced the introduction of a new majority shareholder, CNMC, subject to approvals, who will arrange provision of new capital through an equity subscription and Chinese bank finance for the completion of construction and commissioning of the Lynas Rare Earths project. The business model remains unchanged with the Concentration Plant to be built at Mount Weld, Western Australia, and the Advanced Materials Plant to be built in Malaysia. Lynas’ marketing strategy remains unchanged with a focus on Japan, North America and the European Union including fulfilling existing sales contracts.
The company plans to become the benchmark for security of supply and a world leader in quality and environmental responsibility to an international customer base.
‘Rare Earths’ is the term given to fifteen metallic elements known as the lanthanide series, plus yttrium. They play a key role in green environmental products, from energy efficient compact fluorescent light bulbs (CFLs) to hybrid cars, automotive catalytic converters and wind turbine generators. They are also essential in the development and manufacturing of many modern technological products, from hard disc drives to flat panel displays, iPods and magnetic resonance imaging (MRI) scans.
For further information please contact Nicholas Curtis or Matthew James on [phone] or visit www.lynascorp.com

[JoJo49]

http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=456151
11 August 2009
SENIOR EXECUTIVE TEAM CHANGES
Lynas Corporation Limited (ASX: LYC) announces that its Chief Operating Officer, Michael Wolley, has decided to resign from a full-time role with the Company for personal reasons with effect from the end of August 2009.
Mr Wolley will continue to be available to the Company on a consultancy basis. The directors wish to thank Michael for his many contributions to the Company over recent years.
About Lynas Corporation
Lynas owns the richest deposit of Rare Earths, also known as Lanthanides, in the world at Mount Weld, near Laverton in Western Australia. This deposit underpins Lynas’ strategy to create a reliable, fully integrated source of Rare Earths supply from the mine through to customers in the global Rare Earths industry.
Lynas suspended work on the Lynas Rare Earths project in February 2009. Lynas has received all environmental approvals to build a Concentration Plant at Mount Weld and an Advanced Materials Plant to process the Mount Weld concentrate through to final Rare Earths oxides in the Gebeng Industrial Estate, Kuantan, Pahang, Malaysia.
On 1 May 2009 Lynas announced the introduction of a new majority shareholder, CNMC, subject to approvals, who will arrange provision of new capital through an equity subscription and Chinese bank finance for the completion of construction and commissioning of the Lynas Rare Earths project. The business model remains unchanged with the Concentration Plant to be built at Mount Weld, Western Australia, and the Advanced Materials Plant to be built in Malaysia. Lynas’ marketing strategy remains unchanged with a focus on Japan, North America and the European Union including fulfilling existing sales contracts.
The company plans to become the benchmark for security of supply and a world leader in quality and environmental responsibility to an international customer base.
‘Rare Earths’ is the term given to fifteen metallic elements known as the lanthanide series, plus yttrium. They play a key role in green environmental products, from energy efficient compact fluorescent light bulbs (CFLs) to hybrid cars, automotive catalytic converters and wind turbine generators. They are also essential in the development and manufacturing of many modern technological products, from hard disc drives to flat panel displays, iPods and magnetic resonance imaging (MRI) scans.
For further information please contact Nicholas Curtis or Matthew James on [phone] or visit www.lynascorp.com


Gruß JoJo

[sliceanddice]

Antwort auf Beitrag Nr.: 37.740.387 von Optimist_ am 09.08.09 17:31:03

Ein amerikanischer Investor nutzte die Chance zu fragen, was denn passiere, wenn der Einstieg von CNMC abgelehnt wird. Auch dann werde man nicht aufgeben und versuchen diese Zeit mit finanziellen Notmassnahmen zu überbrücken, bis man einen neuen Investor gefunden hat.
--> Was sollen sie zu dieser Frage auch sonst sagen??

CNMC tritt als Finanzinvestor auf
--> Mit einem Anteil > 50 % sind sie aber kein Finanzinvestor mehr, egal wie sie im Moment auftreten. Und Chinesen sind viel zu clever und geschäftstüchtig, um diesen Einfluss nicht auch geltend zu machen, wenn die Zeit dafür reif ist. Solange die Genehmigung nicht erteilt ist, ist Ball flach halten angesagt.

ohne die Absicht REMs für China zu horten
--> Die geschlossenen Lieferverträge muss Lynas erfüllen. Lynas gibt durch die Beteiligung von CNMC ja nicht seine Rechtspersönlichkeit auf. Außerdem geht es den Chinesen nicht ums horten sondern um die Marktbeherrschung im Bereich der Seltenen Erden.

Slice

[JoJo49]

Antwort auf Beitrag Nr.: 37.740.387 von Optimist_ am 09.08.09 17:31:03

So ist es, denn die westlichen Länder werden zukünftig immer mehr Bedarf an den Rohstoffen der "seltenen Erden" benötigen!

http://www.n24.de/news/newsitem_5309797.html

Förderprogramm geplant

Deutschland soll Elektroauto-Land werden
Mit einem Förderprogramm will die Bundesregierung den Absatz von Elektroautos in Deutschland ankurbeln. Bis 2020 sollen so eine Millionen der umweltfreundlichen Autos auf deutschen Straßen fahren.

Elektro-Autos sollen nach dem Willen der Bundesregierung im nächsten Jahrzehnt mit staatlicher Kaufhilfe verstärkt in den Straßenverkehr kommen. Auf die Höhe und den genauen Zeitraum einer Förderung für 100.000 Elektroautos zur Dämpfung der anfangs hohen Fahrzeug-Kosten konnten sich die zuständigen Ministerien Wochen vor der Bundestagswahl jedoch nicht mehr einigen. Deutschland soll dabei nach den Vereinbarungen der vier Ressorts für Wirtschaft, Verkehr, Umwelt und Forschung international zum Leitmarkt für diese Technologien werden.

Das geht aus dem jetzt fertigen "Nationalen Entwicklungsplan Elektromobilität" hervor, den das Kabinett voraussichtlich am 19. August beschließen will. "Aufgrund der heute noch bestehenden technologischen und wirtschaftlichen Herausforderungen wird es wohl noch mehr als eine Dekade dauern, bis Elektrofahrzeuge einen signifikanten Marktanteil erreichen", heißt es in dem Konzept. "Ziel der Bundesregierung ist es, dass bis 2020 eine Million Elektrofahrzeuge auf Deutschlands Straßen fahren."

Die Elektromobilität soll mit dem Ausbau von Öko-Strom die Strategie "Weg vom Öl" voranbringen. Das Umweltministerium wollte den Kauf der ersten 100.000 Elektro-Autos mit je 5000 Euro fördern. Das Finanzressort will jedoch am Ende dieser Wahlperiode keine neuen Bindungen mehr über die dazu nötigen 500 Millionen Euro eingehen.

der Link enthält weitere Links zum Thema:
Nissan präsentiert Plattform für künftige Elektrofahrzeuge
Renault will 2011 gleich drei Elektrofahrzeuge bringen
USA starten Spritspar-Rallye


Gruß JoJo

[Optimist_]

Antwort auf Beitrag Nr.: 37.707.191 von JoJo49 am 04.08.09 14:42:52

Bis jetzt habe ich noch nichts gelesen, von Eindrücken aus dem Investor call. Der Call ist unter Lynascorp.com abrufbar.

Es wurden keine Neuigkeiten berichtet, aber die die ganze Story der Finanzierung und deren Probleme wurde noch einmal in aller Kürze wiederholt. Insgesamt eine Massnahme um Investoren zu beruhigen und das Vetrauen zu stärken. Nach den Kurseinstiegen ist das ja scheinbar auch gelungen. Man ist nicht beunruhigt über die Verzögerung. Vielleicht versteht die FIRB ja nur chinesisch...denn der Antrag wurde von CNMC zusammen mit ihren Anwälten gestellt.

Ein amerikanischer Investor nutzte die Chance zu fragen, was denn passiere, wenn der Einstieg von CNMC abgelehnt wird. Auch dann werde man nicht aufgeben und versuchen diese Zeit mit finanziellen Notmassnahmen zu überbrücken, bis man einen neuen Investor gefunden hat.

Weiterhin wurde noch einmal hervorgehoben, dass das Konzept Lynas fortgeführt wird, d.h. die REM für den westlichen Markt bestimmt sind. CNMC tritt als Finanzinvestor auf, ohne die Absicht REMs für China zu horten (was in 3 Jahren sein wird ist natürlich jetzt nicht vorhersehbar).

[JoJo49]

http://www.lynascorp.com/content/upload/files/Investor%20Cal…

Corporate Office Telephone: [phone]
Level 7 Facsimile: [phone]
56 Pitt Street Website: www.lynascorp.com
Sydney NSW 2000 ACN: 009 066 648
AUSTRALIA
4 August 2009
LYNAS QUARTERLY REPORT INVESTOR RELATIONS CALL
Lynas Corporation Limited (ASX: LYC) will hold a conference call at 7.30am on Thursday, 6 August 2009 (Sydney time). The company will discuss the Quarterly Report that was lodged with the ASX on Friday, 31 July 2009. There will be a Q&A session at the end of the call. Details of the call are as follows:
Participants should dial a telephone access number (listed below) prior to the start time as registration may take a few minutes. They will be greeted by an Operator and asked for their confirmation code (listed below). Participants will be placed in a listen-only mode with music until the moderator or speaker starts the conference.
...
...

Gruß JoJo