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Antwort auf Beitrag Nr.: 36.560.587 von ernestokg am 11.02.09 19:55:29Wer weis da Bescheid ?
Lynas hat ein tiefes Loch gebuddelt um rare aerth zu fördern (behaupten sie wenigstens ) nun findet sich offensichtlich keine Bank die das Projekt finanziert, so weit so gut. Angeblich ist aber so viel Geld in der Kasse, daß die halbe CAP dadurch abgedeckt ist, früher gab es wie oben aufgeführt auch andere Projekte , diesbezüglich ist mir derzeit aber nichts genaueres bekannt. Noch habe ich aber Hoffnung das hierdurch vielleicht ( oder wenigstens) die andere Hälfte der CAP abgedeckt ist . In diesem Falle würde ich meine Lynas Reste auf jeden Fall weiter halten.
Wie ist das eigentlich im Aussie-Land müssen die, wenn das rare earth projekt endgültig scheitern sollte , das Loch wieder ( mit hohen Kosten ) zubuddeln oder dürften sie das so wie es derzeit ist liegen lassen ?
PS. in Leipzig wurde mir vor der Haustür ein tiefes Loch ( Baugrube ) gegraben, der Unternehmer verschwandt dann plötzlich (angeblich mit einem Top Model) das tiefe Loch ist aber heute nach 16 Jahren immer noch da !
Lynas hat ein tiefes Loch gebuddelt um rare aerth zu fördern (behaupten sie wenigstens ) nun findet sich offensichtlich keine Bank die das Projekt finanziert, so weit so gut. Angeblich ist aber so viel Geld in der Kasse, daß die halbe CAP dadurch abgedeckt ist, früher gab es wie oben aufgeführt auch andere Projekte , diesbezüglich ist mir derzeit aber nichts genaueres bekannt. Noch habe ich aber Hoffnung das hierdurch vielleicht ( oder wenigstens) die andere Hälfte der CAP abgedeckt ist . In diesem Falle würde ich meine Lynas Reste auf jeden Fall weiter halten.
Wie ist das eigentlich im Aussie-Land müssen die, wenn das rare earth projekt endgültig scheitern sollte , das Loch wieder ( mit hohen Kosten ) zubuddeln oder dürften sie das so wie es derzeit ist liegen lassen ?
PS. in Leipzig wurde mir vor der Haustür ein tiefes Loch ( Baugrube ) gegraben, der Unternehmer verschwandt dann plötzlich (angeblich mit einem Top Model) das tiefe Loch ist aber heute nach 16 Jahren immer noch da !
Antwort auf Beitrag Nr.: 36.554.386 von JoJo49 am 11.02.09 07:08:53So wie das in den letzten Tagen gelaufen ist sieht es nicht gut aus für das rare earth Projekt, ganz offensichtlich gibt es da gewaltige Probleme die man den Anteilseignern unterschlägt ! Sonst hätte ja bei "den Aussichten" für rare earth die Finazierung klappen müssen !
Ist eigentlich das rare earth projekt das einzige Eisen im Feuer dieser Bude? Bei google heißt es der Laden sei auf rare earth focusiert ( Da könnte es vielleicht mit etwas anderem doch noch Hoffnung auf ein Fortbestehen des Ladens geben ) Oder ist alles Gold schon verscherbelt ?
Bei der Durchsicht der Home page habe ich aber diesbezüglich nichts Konkretes gefunden, wer hat diesbezüglich etwas herausgefunden ?
Ist eigentlich das rare earth projekt das einzige Eisen im Feuer dieser Bude? Bei google heißt es der Laden sei auf rare earth focusiert ( Da könnte es vielleicht mit etwas anderem doch noch Hoffnung auf ein Fortbestehen des Ladens geben ) Oder ist alles Gold schon verscherbelt ?
Bei der Durchsicht der Home page habe ich aber diesbezüglich nichts Konkretes gefunden, wer hat diesbezüglich etwas herausgefunden ?
Antwort auf Beitrag Nr.: 36.549.361 von Optimist_ am 10.02.09 15:04:33Schau hier: http://theaustralian.aegis.com.au/Equities/Company/Summary.a…
u.a.:
Company History
Lynas Gold NL was incorporated in Western Australia in 1983 as Yilgangi Gold NL, changed its name in 1985 and was listed on the ASX in 1986. Until 2001, Lynas was known as a Western Australian gold producer. After a change of control in June 2001 Lynas sold its interest in the Paraburdoo Gold Project to Sipa Exploration NL and transferred its head office to Sydney. It is now focused on Rare Earths and the high-grade deposit at Mt Weld.
Gruß JoJo
u.a.:
Company History
Lynas Gold NL was incorporated in Western Australia in 1983 as Yilgangi Gold NL, changed its name in 1985 and was listed on the ASX in 1986. Until 2001, Lynas was known as a Western Australian gold producer. After a change of control in June 2001 Lynas sold its interest in the Paraburdoo Gold Project to Sipa Exploration NL and transferred its head office to Sydney. It is now focused on Rare Earths and the high-grade deposit at Mt Weld.
Gruß JoJo
Lynas Corp (LYC) 16c
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CRITERION: Tim Boreham | February 11, 2009
Article from: The Australian
ANOTHER mining project has bitten the dust -- or rare earth in this case -- for want of funding.
But the difference here is that Lynas's $440 million Mt Weld project in Western Australia was well advanced and remains economic at prevailing rare earth prices. Management yesterday suspended the project (and accompanying Malaysian processing plant), after a wee spat with convertible bond holders who would not release $140 million in escrowed funds.
In turn, the banks refused to extend a $181 million debt facility. "It is not an event we expected and it has not been a pleasant week," says executive chairman Nicholas Curtis, who owns a wad of Lynas shares himself.
Curtis insists the project is sound, with contracted customers and major preliminary work completed at both sites. "We are suspending the project; not killing it," he says.
Management is now pondering a range of options including legal action against the troublesome bond holders or seeking funding from end users. Rare earths are used in "green" products such as compact fluorescent light bulbs and hybrid cars.
Mt Weld was intended to produce 10,000 tonnes of material a year in its initial stages. Put in context, total global supply is only 40,000-50,000 tonnes and most of this comes from China. Rare earths are trading at $US10.25 a kilogram, down from a peak of $US14/kg but still well above Lynas's cash costs of $US6/kg.
Lynas shares yesterday plunged 10.5c to 16c, not far above their cash backing of 9c (the company has a $55 million cash kitty).
Lynas's true believers -- of which there are a few -- might as well hold. Our thinking is that despite the funding drought, worthwhile late-stage projects will find a backer.
JB Hi-Fi (JBH) $10.80
WE all know the market is never wrong, but investors sure are an erratic breed: when JB Hi-Fi reported a 60 per cent profit surge this time last year, the retailer's shares slumped 10 per cent.
This time around, JB chief Richard Uechtritz is being hailed as a retailing demigod, having posted a 41 per cent interim profit rise and 28 per cent sales boost in what he dubs "the weakest economic climate for many years".
Flummoxed retail watchers are asking how the seller of discretionary goods can register such growth, when everyone is slashing prices and then discounting some more.
Kevin's pre-Christmas $10 billion fiscal rev? Not really, says Uechtritz: those bonuses were directed at pensioners and families, not the younger set who visit JB's garish yellow portals (messy layouts help them feel at home).
Then it must be JB's skew towards lower-value CDs, DVDs and games? Perhaps, but computers and TVs are walking out the door as well.
Earnings-wise, Uechtritz cites the benefits of rapid growth, which cuts per-unit costs. The retailer opened 14 stores during the half and plans to open seven more in the current half.
But it's not that JB has been above a round of discounting: its website yesterday promoted a $98 digital camera and computer screen.
Uechtritz says that while JB Hi-Fi has to discount as much as the next retailer, it hasn't become reliant (a la Harvey Norman) on interest-free deals in a climate in which debt is a dirty word. "We have always been an everyday value operation," he says.
To be honest, we're stuck for a definitive answer to JB's success so we'll ascribe it to the management X factor. It's the same savoir faire which enables Woolworths to blitz Coles with what look like identical supermarkets (and prices) to the layman shopper.
JB Hi-Fi forecasts full-year sales of $2.35 billion, up 28 per cent, which implies current (second-half) sales of $1.1 billion -- not far off the $1.26 billion achieved in the Christmas-infused first half.
We rate JB Hi-Fi as a long-term buy ahead of the second round of handouts, which will benefit the retailer's target audience of young singles. At the risk of jinxing the retailer, JB looks invincible.
Crown (CWN) $5.53
JAMES Packer's old man always made investing look so easy in those days when the Nine Network prompted fear rather than pity: find a wood duck such as Alan Bond and watch the dollars multiply.
Packer junior has found his casinos foray more problematic, with the Crown board excising $450 million from the value of three minority investments in US casinos.
The revelation -- announced after trading closed on Monday -- comes uncomfortably close to December's $300 million raising which got away at $4.95 a share. At least the Packer vehicle ConsPress chipped in $100 million at the time, so what was good for the goose sufficed for the gander.
The real message is that the write-down shows casinos are no cash-generating dead cert in the abysmal US economy. We're also nervous about Crown's expansion into the crowded Macau market.
Crown's local money bins (Crown in Melbourne and Burswood in Perth) are doing fine, but we'll place our chips elsewhere. Avoid.
borehamt@theaustralian.com.au
The Australian accepts no responsibility for stock recommendations. Readers should contact a licensed financial adviser. The author does not hold shares in the stocks mentioned.
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CRITERION: Tim Boreham | February 11, 2009
Article from: The Australian
ANOTHER mining project has bitten the dust -- or rare earth in this case -- for want of funding.
But the difference here is that Lynas's $440 million Mt Weld project in Western Australia was well advanced and remains economic at prevailing rare earth prices. Management yesterday suspended the project (and accompanying Malaysian processing plant), after a wee spat with convertible bond holders who would not release $140 million in escrowed funds.
In turn, the banks refused to extend a $181 million debt facility. "It is not an event we expected and it has not been a pleasant week," says executive chairman Nicholas Curtis, who owns a wad of Lynas shares himself.
Curtis insists the project is sound, with contracted customers and major preliminary work completed at both sites. "We are suspending the project; not killing it," he says.
Management is now pondering a range of options including legal action against the troublesome bond holders or seeking funding from end users. Rare earths are used in "green" products such as compact fluorescent light bulbs and hybrid cars.
Mt Weld was intended to produce 10,000 tonnes of material a year in its initial stages. Put in context, total global supply is only 40,000-50,000 tonnes and most of this comes from China. Rare earths are trading at $US10.25 a kilogram, down from a peak of $US14/kg but still well above Lynas's cash costs of $US6/kg.
Lynas shares yesterday plunged 10.5c to 16c, not far above their cash backing of 9c (the company has a $55 million cash kitty).
Lynas's true believers -- of which there are a few -- might as well hold. Our thinking is that despite the funding drought, worthwhile late-stage projects will find a backer.
JB Hi-Fi (JBH) $10.80
WE all know the market is never wrong, but investors sure are an erratic breed: when JB Hi-Fi reported a 60 per cent profit surge this time last year, the retailer's shares slumped 10 per cent.
This time around, JB chief Richard Uechtritz is being hailed as a retailing demigod, having posted a 41 per cent interim profit rise and 28 per cent sales boost in what he dubs "the weakest economic climate for many years".
Flummoxed retail watchers are asking how the seller of discretionary goods can register such growth, when everyone is slashing prices and then discounting some more.
Kevin's pre-Christmas $10 billion fiscal rev? Not really, says Uechtritz: those bonuses were directed at pensioners and families, not the younger set who visit JB's garish yellow portals (messy layouts help them feel at home).
Then it must be JB's skew towards lower-value CDs, DVDs and games? Perhaps, but computers and TVs are walking out the door as well.
Earnings-wise, Uechtritz cites the benefits of rapid growth, which cuts per-unit costs. The retailer opened 14 stores during the half and plans to open seven more in the current half.
But it's not that JB has been above a round of discounting: its website yesterday promoted a $98 digital camera and computer screen.
Uechtritz says that while JB Hi-Fi has to discount as much as the next retailer, it hasn't become reliant (a la Harvey Norman) on interest-free deals in a climate in which debt is a dirty word. "We have always been an everyday value operation," he says.
To be honest, we're stuck for a definitive answer to JB's success so we'll ascribe it to the management X factor. It's the same savoir faire which enables Woolworths to blitz Coles with what look like identical supermarkets (and prices) to the layman shopper.
JB Hi-Fi forecasts full-year sales of $2.35 billion, up 28 per cent, which implies current (second-half) sales of $1.1 billion -- not far off the $1.26 billion achieved in the Christmas-infused first half.
We rate JB Hi-Fi as a long-term buy ahead of the second round of handouts, which will benefit the retailer's target audience of young singles. At the risk of jinxing the retailer, JB looks invincible.
Crown (CWN) $5.53
JAMES Packer's old man always made investing look so easy in those days when the Nine Network prompted fear rather than pity: find a wood duck such as Alan Bond and watch the dollars multiply.
Packer junior has found his casinos foray more problematic, with the Crown board excising $450 million from the value of three minority investments in US casinos.
The revelation -- announced after trading closed on Monday -- comes uncomfortably close to December's $300 million raising which got away at $4.95 a share. At least the Packer vehicle ConsPress chipped in $100 million at the time, so what was good for the goose sufficed for the gander.
The real message is that the write-down shows casinos are no cash-generating dead cert in the abysmal US economy. We're also nervous about Crown's expansion into the crowded Macau market.
Crown's local money bins (Crown in Melbourne and Burswood in Perth) are doing fine, but we'll place our chips elsewhere. Avoid.
borehamt@theaustralian.com.au
The Australian accepts no responsibility for stock recommendations. Readers should contact a licensed financial adviser. The author does not hold shares in the stocks mentioned.
"Finanzkrise ist bei Lynas angekommen"
Jetzt heisst es "Arschbacken zusammen kneifen"
Hedge funds undermine Lynas hopes
Jamie Freed
February 11, 2009
LIKE many struggling miners, Lynas Corp has been forced to place the construction of its flagship project on ice indefinitely. But unlike most, a collapse in the commodity price is not to blame - instead, a group of hedge funds has reneged on a longstanding agreement to provide financing.
The Sydney-based company has been constructing a $532 million rare earths project involving the Mount Weld mine in Western Australia and a processing plant in Malaysia to break China's monopoly on production of the minerals.
Rare earths are a group of elements used in the production of products such as flat-screen televisions, hybrid cars, iPods and energy-efficient lightbulbs.
The rare earths basket price has dropped from $US14.12 ($21.10) a kilogram in September to about $US10.25. But Lynas's operating costs of around $US5.75 a kilogram - and its initial assessment of the project based on a $US10 a kilogram price - mean it remains a robust proposition that HypoVereinsbank is willing to provide with up to $US120 million ($180 million).
As a condition of the secured debt, the German bank required Lynas to finance the rest of the project through equity or other means. Lynas raised $94.5 million in an institutional placement last year and issued a $US95 million convertible note to a group of five hedge funds based in the US, Britain and Switzerland.
Lynas needs access to the convertible note funds and the bank debt to finish the 10 months or so of work left on the project, at a cost of $400 million.
The note funds are sitting unused in an ANZ account and can only be accessed with the consent of Lynas and 82 per cent of the noteholders.
Lynas's executive chairman, Nicholas Curtis, said the hedge funds were withholding access, saying the miner was in breach of some of the conditions.
Lynas disagrees, but it has only weeks to resolve the dispute since it must access the five-year bank facility by March 30 or it will expire.
"Today I wish I'd done [the funding] all by equity," Mr Curtis said.
The conversion price of the notes, at about $2 a share, is way out of the money. Mr Curtis said Lynas was willing to renegotiate terms, but the conditions required by some of the hedge funds were unacceptable.
With no deal in sight, Lynas has halted construction and will have to cut some jobs, despite having $55 million in the bank.
"The global financial crisis has come to Lynas," Mr Curtis said.
Lynas shares fell 10.5c to 16c, down from $1.52 last May.
Jetzt heisst es "Arschbacken zusammen kneifen"
Hedge funds undermine Lynas hopes
Jamie Freed
February 11, 2009
LIKE many struggling miners, Lynas Corp has been forced to place the construction of its flagship project on ice indefinitely. But unlike most, a collapse in the commodity price is not to blame - instead, a group of hedge funds has reneged on a longstanding agreement to provide financing.
The Sydney-based company has been constructing a $532 million rare earths project involving the Mount Weld mine in Western Australia and a processing plant in Malaysia to break China's monopoly on production of the minerals.
Rare earths are a group of elements used in the production of products such as flat-screen televisions, hybrid cars, iPods and energy-efficient lightbulbs.
The rare earths basket price has dropped from $US14.12 ($21.10) a kilogram in September to about $US10.25. But Lynas's operating costs of around $US5.75 a kilogram - and its initial assessment of the project based on a $US10 a kilogram price - mean it remains a robust proposition that HypoVereinsbank is willing to provide with up to $US120 million ($180 million).
As a condition of the secured debt, the German bank required Lynas to finance the rest of the project through equity or other means. Lynas raised $94.5 million in an institutional placement last year and issued a $US95 million convertible note to a group of five hedge funds based in the US, Britain and Switzerland.
Lynas needs access to the convertible note funds and the bank debt to finish the 10 months or so of work left on the project, at a cost of $400 million.
The note funds are sitting unused in an ANZ account and can only be accessed with the consent of Lynas and 82 per cent of the noteholders.
Lynas's executive chairman, Nicholas Curtis, said the hedge funds were withholding access, saying the miner was in breach of some of the conditions.
Lynas disagrees, but it has only weeks to resolve the dispute since it must access the five-year bank facility by March 30 or it will expire.
"Today I wish I'd done [the funding] all by equity," Mr Curtis said.
The conversion price of the notes, at about $2 a share, is way out of the money. Mr Curtis said Lynas was willing to renegotiate terms, but the conditions required by some of the hedge funds were unacceptable.
With no deal in sight, Lynas has halted construction and will have to cut some jobs, despite having $55 million in the bank.
"The global financial crisis has come to Lynas," Mr Curtis said.
Lynas shares fell 10.5c to 16c, down from $1.52 last May.
Trading Spotlight
Kann mir zudem jemand sagen, warum sich eine Bank die Arbeit machen sollte, einen Kredit abzuschliessen, mit allen angeschlossenen Risiken und komplizierten Vertragsklauseln (die klar letztendlich zugunsten der Bank sind) und Lynas dann aber nicht mehr damit rechnet, dass dieser Kredit (oder Wandelschuldverschreibung) gezahlt wird.
Da ist doch irgendetwas sehr faul. Lynas könnte meiner Meinung nach so offen sein, darzulegen um welchen Punkt es genau geht.
Punkt 2 im letzten Statement:
"..., the Company considers it unlikely that these funds will be available."
Hat man schon aufgegeben, obwohl man meint recht zu haben und obwohl man so hart daran gearbeitet eine ausreichende Finanzierung zu erhalten?!
Da ist doch irgendetwas sehr faul. Lynas könnte meiner Meinung nach so offen sein, darzulegen um welchen Punkt es genau geht.
Punkt 2 im letzten Statement:
"..., the Company considers it unlikely that these funds will be available."
Hat man schon aufgegeben, obwohl man meint recht zu haben und obwohl man so hart daran gearbeitet eine ausreichende Finanzierung zu erhalten?!
Also Faktenthread:
Kann mir einer sagen, was Lynas seit 1989 gemacht hat?
Wenn ich mir den Langfristchart hier anschaue, sehe ich, dass es sie schon länger gibt.
http://bigcharts.marketwatch.com/quickchart/quickchart.asp?s…
Kann mir einer sagen, was Lynas seit 1989 gemacht hat?
Wenn ich mir den Langfristchart hier anschaue, sehe ich, dass es sie schon länger gibt.
http://bigcharts.marketwatch.com/quickchart/quickchart.asp?s…
!
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Antwort auf Beitrag Nr.: 36.545.300 von neuner75 am 09.02.09 22:15:20
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