GWG Megatrend Rare Earth - Seltene Erden - 500 Beiträge pro Seite (Seite 2)

[nicolani]

wird wirklich spannend, gehe aber in jedem fall davon aus, dass es sich auch für uns lohnen wird, think big!, im augenbkick ist gwg noch eine klitsche, mit molycorp wirds ein echtes hilight, aber auch mit der gefahr, dass wir leer ausgehen, diese news sollte jedoch erst mal einen kursschub auslösen

[4now]

Antwort auf Beitrag Nr.: 37.008.247 von nicolani am 21.04.09 11:48:13

eine meinung aus dem stockhouse.com forum

popgun04/21/2009 "I think Molycorp could make a monster IPO which is why I bought in today. They were the world's biggest producer of REE's before the Chinese mafia crashed the market. Now that the Chinese have stopped exporting REEs prices should start to rise again.

The risk is a poor conversion rate but I think that would be more than made up for if there is an IPO. I assume that's why management sold out to them."

und Jack Lifton
http://www.resourceinvestor.com/pebble.asp?relid=49408

A rare earth play gets legs
By Jack Lifton
21 Apr 2009 at 09:46 PM GMT-04:00

Analysis of MolyCorp's "Letter of Intent" to purchase Great Western Minerals Group.


--------------------------------------------------------------------------------
It was announced on April 20, 2009, by privately held MolyCorp that it had negotiated a “Letter of Intent” with Canada’s Great Western Mineral Group to buy a controlling interest in that company.
What possible advantage can there be for MolyCorp, which was privatized in 2008 by a group of venture funds, one, Resource Capital, specializing in mining, and which was underwritten by Goldman Sachs (NASDAQ:GS), in acquiring the publicly traded Great Western Minerals Group (GWMG)? It may be that GWMG's business model and operations contain something that completes MolyCorp's business model for its Mountain Pass, California, rare earth mine, so that the sum of the parts is greater than the whole.

MolyCorp was purchased and privatized from Chevron (NYSE:CVX) Mining in 2008 by a group of investors with specialized knowledge of rare earth mining, which was backed by Goldman Sachs, and included an entrepreneurial individual, who I think, must have been the driving force behind the deal.

Great Western Minerals Group has concentrated on trying to raise the money to develop a rare earths mineral body at Hoidas Lake, Saskatchewan, in Canada. In 2007, GWMG purchased, from Energy Conversion Devices Inc. (NASDAQ: ENER), the facilities of Ovonic Materials in Troy, Mich., and in 2008 it purchased the operations, facilities and business book of Less Common Metals Ltd. of Birkenhead, U.K., near Liverpool. Ovonic Materials was renamed Great Western Technologies Inc. (GWTI), and the plan was to merge the two operations under a common management as a wholly owned subsidiary of GWMG with the purpose of manufacturing specialty alloys based on rare earth metals. Less Common Metals was already a major producer of the powdered magnet alloys, neodymium-iron-boron and samarium-cobalt. GWTI was equipped to make the electrode alloy for nickel metal hydride batteries and other hydrogen storage alloys as well as rare earth containing aircraft alloys.

The GWMG business model devised by its founder, Gary Billingsley, was called "mine to magnet," which meant that the rare earths from Hoidas Lake first, and other properties later, would go directly to the GWTI locations for manufacturing rare earth magnet alloys and, perhaps, battery electrode materials, so that GWMG would be the only vertically integrated producer of rare earth based magnets and alloys in the world outside of China.

The problem for GWMG was, as with all “exploration” companies, undercapitalization. The mining properties were not developed as of yet, so that GWTI could only process rare earths bought from China. Apparently, without its own mining operations, GWMG was not competitive as a magnet alloy producer. The investment climate was not inclined to fund the development of the mining properties, and finding itself challenged to maintain working capital GWMG succumbed to MolyCorp, which could buy all of the shares of GWMG on the day before this announcement for under $10 million, so that control of the company could be had for just over $5 million.

Why did MolyCorp, which has its own production startup problems, do this? The announcement speaks of a MolyCorp "mine to magnet" strategy, but MolyCorp has just now come up with this strategy, at least publicly, so it would have had to acquire or build and validate a facility and find a market for the output of the facility in order to make the "mine to magnet" model work. It was far cheaper to buy GWMG and acquire what most people in the magnet business consider to be a first-class magnet alloy producer run by a first-rate technical manager, Mr. David Kennedy.

Even though MolyCorp will now have to assume the liability of paying the remaining indebtedness incurred by GWMG when it bought LCM as well as any other debts it probably got a bargain if, and only if, MolyCorp can begin processing ores at Mountain Pass to feed the magnet alloy production.

It is not clear whether or not Mountain Pass will be allowed by California regulators to reopen its mining operation due to environmentalist resistance. But the rare earth ore processing plant is in operation, although at a low level, and even now produces neodymium-praseodymium materials for magnet use.

One solution for Mountain Pass would be to upgrade the size and capacity of its ore refinery and process concentrates for other miners, outside of China, and take its payment in kind so as to feed its new magnet alloy division. The problem with this approach is that it may be putting the cart before the horse.

There is today almost no non-Chinese rare earth ore production. And even if MolyCorp were to find the money to invest in the other rare earth properties in North America, Australia or Africa to bring them into production there are two problems:

No two ore bodies have the same process chemistry, so that each ore body would have to be studied to develop a process compatible with MolyCorp's facilities and processes in California, this would be very expensive and time consuming; and
All non-Chinese rare earth ores that could be produced today contain radioactive thorium and probably uranium, so that if these were not removed at the mine site they probably could not be shipped to California.
When Goldman Sachs withdrew the funds it had raised for Australia's rare earth startup, Lynas, (ASX: LYN) last month, it caused Lynas to cancel the construction of what would have been the largest rare earth ore processing plant in the world outside of China. Today, the only possible existing site for processing large quantities, reasonably soon, of rare earth ores outside of China would be at Mountain Pass. If Goldman Sachs decides that the risk of being stopped by California's regulators can be overcome it may now be shifting that capital formerly at Lynas to MolyCorp for the ramping up of the refinery there.

There is an active movement in Washington, D.C., to reconsider the mining of strategic and critical metals within the U.S. as a security issue for the armed services. This is on top of the realization on Wall Street, Bay Street, Washington and Ottawa that there will be no development of wind-generated energy without the guarantee of a large supply of neodymium. These may be the hooks that MolyCorp is using to get Goldman Sachs to finance Mountain Pass, and the vertical integration of MolyCorp through the acquisition of GWMG's magnet alloys production capabilities may be key to this strategy.

Watch for MolyCorp to now try to buy or finance the development of the rare earth properties of publicly traded Canadian junior Avalon Rare Metals (AVL:TSX), the other Canadian, and even of privately held Thorium Energy Inc., the large rare earth deposits of which are in Idaho and Montana.

Even Lynas may now be looking for a home for rare earth ores from its Mt. Weld operations until it can refinance its aborted refinery in Malaysia.

This is the most action in rare earth mining in North America in a long time. Now if only someone would put a shovelful of ore into the hopper.

Jack Lifton is a featured contributor to the new Resource Investor. With 47 years experience in the OEM electronics and automotive supply industries, he is today a metals sourcing consultant for OEM heavy industry and offers due diligence analysis for institutional investors. Lifton is a prominent speaker, globally, on the market fundamentals of minor metals and their end-uses. He has traveled the world on behalf of clients including Fortune 500 and Global 1000 corporations. Reach him directly at [e-mail].

[Fritz77]

Antwort auf Beitrag Nr.: 37.014.427 von 4now am 22.04.09 08:24:43

Hi 4now

Der Kursanstieg hat erst mal nur sehr kurz gehalten, ich denke aber schon das die der letter of intent hier noch einige spannende Momente und vielleicht auch Überraschungen für uns bringen wird und bleibe bei meiner positiven Grundeinstellung.
Ohne die nötige Geduld geht wie so oft scheinbar sowieso nichts.

Gruß Fritz

[nicolani]

genau richtig, im ganzen rohstoffbreich werden beteiligungen eingegangen, siehe arafura, denison, uranium one... das stärkt auf jeden fall

[4now]

Antwort auf Beitrag Nr.: 37.036.566 von nicolani am 24.04.09 16:51:11

artikel allgemein zum thema rare earth magnete
http://articles.lancasteronline.com/local/4/236742

[Fritz77]

Antwort auf Beitrag Nr.: 37.036.566 von nicolani am 24.04.09 16:51:11

Hi nicolani

GWMG and Molycorp will retain an independent valuation consultant who will be charged with determining the value of GWMG and the value of Molycorp, using an identical valuation methodology for both companies. As one of the conditions of the Proposed Transaction proceeding, each of GWMG and Molycorp must be satisfied with the valuations which will be the basis for the ratio of the share exchange. The composition board of directors and senior officers of GWMG subsequent to the Proposed Transaction will be subject to the terms of the Definitive Agreement.

Diese Passage finde ich sehr interessant und bin gespannt was GWG wert sein wird.

Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.079.385 von Fritz77 am 01.05.09 14:46:02

Wind Power organizers challenged
By Jack Lifton
29 Apr 2009 at 09:45 PM GMT-04:00

A call for the wind power industry to stand up and say whether they are using American-made magnets for manufacturing.


On May 4-7 in the windy city of Chicago there will be held a conference entitled “Wind Power 2009.” I have some comments to make, and I am issuing a simple challenge to the organizers and participants in this conference.

Investors in mining pay special attention.

My question is this: Are you, the wind power industry, buying the permanent magnets for manufacturing the lightest weight most reliable and low-service electric generators turned by the force of the wind from American companies, employing American workers in the United States? I believe that the large magnets for the generators you have already used and are planning to buy and use are made in the People’s Republic of China (PRC). I further believe that these magnets are of the neodymium iron boron type, which can only be made from the rare earth metal “neodymium,” which today is only produced in the PRC.

If it is the case that you are having these magnets made in the PRC and that you intend to increase your purchases of them as you build more wind turbines, then I would like to know how you plan to address the fact that the supply of all of the rare earths, including neodymium, from the PRC is being reduced each year by the Chinese as China’s domestic demand for rare earth metals increases steadily, and is, in fact, expected to exceed China’s production levels by 2013 at which point there could be no rare earth metals available for export or for use in products made in China to be exported.

I would like to also know why your industry does not support the production, by financing it, of rare earth metals, including neodymium, by the reopening of the world’s largest single-point rare earth element (REE) mine, Molycorp’s Mountain Pass mine in San Bernardino, County, Calif.? I would also like to know why your industry does not invest in developing North America’s largest so-far undeveloped rare earth ore body in the Lemhi Pass District of Idaho and Montana, owned by Thorium Energy Inc., or the two proven substantial rare earth deposits in Canada at Hoidas Lake, Saskatchewan (owned by Great Western Minerals Group) and at Thor Lake, NWT (owned by Avalon Rare Metals).

The total investment in all of these REE mining operations taken together to bring them to a total yearly production of as much as 40,000 metric tons per year of REEs more than twice the current use of REEs by all American industries and the military combined would be around 750 million, of which two thirds would be spent within the United States, creating jobs and ensuring the continuation of industries such as yours without the possibility of interruption of their critical REE supplies by either the growth of southeast Asia’s demand for REEs or by an unfriendly action to cut off exports for political reasons. Developing domestic sources of these critical raw materials would create wealth, not simply distribute what we have to workers in Southeast Asia.

The power of the wind from your combined voices will not produce a single gram of neodymium toward the one metric ton per megawatt of production capacity that you need for each new installation. Only the logical development and prioritization of your value chain beginning with mining your critical natural resources in the United States and Canada can make your proposed green solution to the production of electricity without burning fossil fuels anything more than pissing in the wind.

We cannot have energy security and independence without first having secure production of natural resources to insure the independence and security of our manufacturing industry and military.

[4now]

Antwort auf Beitrag Nr.: 37.079.385 von Fritz77 am 01.05.09 14:46:02

A PROPOSAL FOR THE PRESIDENT AND CONGRESS OF THE UNITED STATES
By Jack Lifton
30 Apr 2009 at 10:06 PM

I have an idea for an item to be placed on the President’s agenda to promote the security, self-sufficiency, economic well being and energy independence of the United States. I have written out the idea in the form of a specific first “bill” of its type to be introduced into the U.S. Congress. Although I have identified a real company and a real national laboratory in the body of the proposed bill, I intend this proposal to be general and for its funding and support to be open to any qualified domestic American mining exploration company and any national laboratory or agency that the Congress may specify to support in the national interest. I would also hope that language could be written to include the mining exploration companies of America’s neighbors and friends as recipients of such support.
I am not a lobbyist nor do I own any interest in any mining company anywhere. I also do not know any members of the U.S. Congress. Nonetheless, as a concerned private citizen, I hope someone in the Congress or the Executive Branch of the U.S. Government will read this proposal and come forward to discuss it. I note, also, that I am not a lawyer or a professional legislative draftsman, although I did study legislative drafting nearly 40 years ago while attending the University of Detroit School of Law.

The Critical Metals and Minerals Independence and Security Acts of 2009
Part I: The Rare Earth Metals and Thorium

Whereas it is necessary at all times to maintain the economic well being and security of the United States, it is therefore necessary to ensure that, whenever and wherever possible, both the civilian and the military industrial bases of the United States have an uninterrupted supply of raw materials, produced as much as possible from domestic primary resources, and be as little reliant, or not be reliant at all, for such raw materials on foreign sources of supply, and

Whereas it has become recognized that many less common metals, for example those known as the rare earths and thorium, and many less common minerals are critical to modern technologies, which means that the technologies cannot be built at all without the use of certain of these less common metals and/or less common minerals, so that as a class these metals and minerals have come to be classed as critical metals and minerals, and

Whereas it is important to the economic and military security of the United States that domestic resources of critical metals and minerals be developed, whenever possible, in quantities that lead to domestic self-sufficiency, and

Whereas it is therefore vital to the economic health, welfare and security of the United States that the metals and minerals critical for its economic well being and military security, which are present within the continental United States, be identified, cataloged as to their practical availability, produced, and stockpiled as rapidly as possible, and

Whereas this means that after the identification of such critical minerals and metals 1) The exploration for them, 2) The development of mining and refining processes for them, and 3) Methods for storing them in useful forms must be supported by the United States Government as a matter of urgent national priority, which means that it is understood that there is a time-based priority for the development of individual critical metals and minerals, as they are not being used in equal proportions simultaneously, so that

Therefore, there is an urgent need for the government of the United States to adopt the prioritization, in time, of the supply of critical metals and minerals both for private industry and for the 21st century military as identified by the National Academies and published in two separate studies: 1) Minerals, Critical Minerals, and the U.S. Economy (2008) (www.nap.edu/catalog.php?record_id=12034) and 2) Managing Materials for a Twenty-first Century Military (2008) (www.nap.edu/catalog.php?record_id=12028), which publications catalog the metals and their uses that are likely to bring about economic or security crises if their supply is interrupted and which publications include charts showing that the most likely metals and minerals to be interrupted are always those for which the United States relies all or in the most part upon imports from politically unstable or unfriendly foreign nations and further show that such import reliance on politically unstable or unfriendly nations for critical metals and minerals is increasing dramatically.

Therefore, as a starting point based on the results of both of those studies, this act shall identify and encompass the development of domestic resources of the rare earth metals, scandium, yttrium, lanthanum, cerium, praseodymium, neodymium, samarium, europium, gadolinium, terbium, dysprosium, holmium, erbium, thulium, ytterbium, lutetium and thorium as an urgent priority, and

Therefore, the Congress shall adopt the identification of the domestic resources of the rare earth metals and thorium as located and certified and to be revised and published, in the case of the rare earths, in May 2009, by the USGS, within the data in Rare Earths Statistics and Information (http://minerals.usgs.gov/minerals/pubs/commodity/rare_earths… and in the case of thorium already published, as of March 31, 2009, within Thorium Statistics and Information (http://minerals.usgs.gov/minerals/pubs/commodity/thorium), and

Therefore, Congress shall note in particular that it is identified in the Thorium Statistics and Information, cited above, that the largest known deposit of primary thorium ore in the United States is certified and verified to be within the State of Idaho and is owned by a private company, Thorium Energy Inc., 100% of the ownership of which is held by American citizens. Further, the Congress shall note that said Idaho deposits of thorium are commingled with large deposits of rare earths, the details of which will be noted in the above mentioned update of the Rare Earth Statistics and Information update to be published in May 2009 by the USGS.

In furtherance of the purpose of this act, Congress shall appropriate the initial sum of $500 million to be used to: 1) fund the exploration for new domestic sources of rare earths and thorium, 2) fund the study of the extent of domestic resources of rare earths and thorium already identified by the USGS, 3) fund the development of process technologies for the refining of existing domestic ore bodies of rare earths and thorium, and 4) fund the study of storage technologies, if necessary, for the stockpiling of the most appropriate forms of rare earths and thorium, and to achieve these goals

Congress shall create and additionally fund a center for the study of critical metals and minerals as an adjunct to the National Laboratories, operated by the Nuclear Regulatory Commission, already extant in the State of Idaho and, further, Congress shall mandate that from this time forward any commercial facility built, or upon which construction has begun after the effective date of this act, within the continental United States or its territories by any foreign-owned entity for the processing of domestic American ores for critical metals or minerals of any kind as defined by this act but in particular for the processing of ores and concentrates of rare earths and thorium, as defined in this act, or as identified for the purpose of this act by the POTUS, shall be required to agree to process and to process related and appropriate domestic ores of rare earths and thorium from any domestic American source as a service for which the charge is to be at actual cost, as determined by the Inspector general of the GAO, plus a fair “profit” to be determined by a binding arbitration where the arbitrator has been appointed by the Secretary of the Interior or the Secretary of Defense as the exact situation warrants.

Further, as of the effective date of this act no rare earths or thorium ores, concentrates, or finished goods, or any critical metals or minerals as defined herein shall be exported from the United States by any private entity, domestic or foreign, without a license issued by the Department of the Interior or the Department of Defense, and, further, such licenses shall specify the quantity as well as the type of critical metal or mineral as well as the end-use intended, and

Further, no device intended for military use needing a critical metal or mineral shall, from the date of the passage of this act, be built using an imported critical metal or mineral until it is determined by the Secretary of Defense that no domestic source for the said critical metal or mineral exists, and in the event that such a source exists, but is not developed, the United States shall guarantee the necessary financing of the domestic source for any competent company seeking financing to develop the resource if such development is at all possible and not prohibited under the laws and regulations of the United States.

[nicolani]

Antwort auf Beitrag Nr.: 37.079.385 von Fritz77 am 01.05.09 14:46:02

hi fritz,
ja, da hast du recht, die sache wird spannend, denke aber, dass unsere perle wesentlich mehr wert ist, als der jetzige kurs hergibt, allein LCM ist schon mehr wert, aber mich verwundert auch ein wenig, warum gwg auf dem jetzigen niveau verharrt, lynas hat heute morgen eine chinesiche beteiligung bekannt gegeben, 50% kursplus, kann also für uns nur eine richtung geben, denn mit molycorp wird die wertschöpfung noch mehr erweitert
gruss

[nicolani]

hi fritz,
also allein an den resourcen gemessen, müsste unsere perle mindestens 20 mal höher bewertet werden
gruss

[4now]

Antwort auf Beitrag Nr.: 37.081.457 von nicolani am 01.05.09 22:46:31

Was hat Molycorp von einer Beteiligung/Fusionierung mit GWG ?

Wichtig ist dabei die derzeitige Situation von Molycorp und ihren Geldgebern zu analysieren. Warum sind Goldman/Traxys/Resource Capital Fund bei Lynas ausgestiegen obwohl das Lynas Deposit super ist und die Verarbeitungsanlagen in Malaysia kurz vor Baubeginn waren ?
Ist Malaysia ein zu hohes Risiko ?
Ist Australien zu weit entfernt von den Produzenten der Hybridautobatterien/den Windmotoren und getrieben(Gearless) und den Flugzeugtriebwerkherstellern ?
Dann sichern sie sich Mountain Pass und planen eine RE Magnet Produktionsanlage für 900 Arbeitsplätze unmittelbar daneben
und hätten damit schon ein Mine to Market Konzept umgesetzt und trotzdem sind sie jetzt an GWG interessiert.

Wie man dem Artikel http://www.theatlantic.com/doc/200905/hybrid-cars-minerals
entnehmen kann hat Mountain Pass massive Umweltprobleme. Auch wenn sie davon ausgehen alle Genehmigungen für eine vollständige Produktionsaufnahme zu erhalten bleibt das Risiko später wieder schließen zu müssen weil Umweltaktivisten dies veranlassen aufrecht. Kalifornien ist da sicher der schwierigste Standort.
Außerdem dürfte es ein Marketingproblem sein wenn die Grünen Neodymium Produkte aus so einer Produktion stammen. Jedenfalls Risko darf es keines geben weil die geplante Grüne Industrie der USA vollständig davon abhängig ist. Die Umweltziele wurden von Obama ja festgelegt und sind meiner Meinung auch die einzige Chance für die USA wieder nach oben zu kommen weil ihr derzeit völlig veraltete Industrie ist derzeit wertlos.

GWG hat die zusätzlichen Abbauvorhaben zu Hoidas Lake immer mit
Sicherstellung einer kontinuierlichen Lieferfähigkeit begründet.
Wenn eine Mine absäuft oder Umweltprobleme hat muß man die Lieferverträge trotzdem einhalten können. Ersatzbeschaffung von den Chinesen würde mit einem Genickbruch enden.
Ich gehe also davon aus daß sie zum einen ein weiteres Deposit brauchen zum anderen sind die beiden Technologietöchter LCM und GWTI(ehemals Ovonik) sicher aufgrund ihres KnowHows und ihrer Kontakte wertvoller als die lächerliche Bewertung der GWG Aktie dies ausdrückt. Außerdem räumen sie damit auch gleich den einzigen Nichtchinesischen Konkurrenten aus dem Weg. Die anderen kanadischen/US Magnetproduzenten wurden ja schon von den Chinesen inhaliert zB neo material technologies oder sind jedenfalls von der Rohproduktion/Lieferung abhängig.
Weil Avalon und Rare Element sind zwar nette Minen aber Know How um aus den RE Metalle oder Produkte für die Hybridbatterien zu machen gibts da derzeit 0,0. Lynas und Arafura sind chinesisch sind also entsprechend zu bewerten als Manövriermasse andererseits aber auch um den Markt weiterhin zu beherrschen und als notwendige Produktionsstätten für die Chinesen weil sie mit ihren Einheimischen Deposits offensichtlich den zu erwartenden RE Bedarf nicht abdecken können.

Seltsam finde ich immer wieder daß GWG trotz der hervorragenden Position keine Financies finden konnte und jetzt billigst zu haben ist. Insgesamt glaube ich daß Molycorp/GWG ein super Investment ist weil sie vielleicht nicht die chinesischen Produktionskosten haben werden aber dafür genau dort sind wo die großen Abnehmer
und auch massives Wachstum sind.
Bezüglich RE Know How gehe ich übrigens davon aus daß die
Chinesen einen Vorsprung haben der nur zu überwinden ist wenn der Westen dies endlich zum Ziel erklärt. Chevron wird sogar unterstellt die Hybridbatterienproduktion/entwicklung (cobasys) bewußt zu verlangsamen. Wenn dies stimmen würde hätten sie aber Molycorp/Mountain Pass nicht 2008 an Goldman+ verkaufen dürfen und damit die Kontrolle hergeben.
Eine Idee warum Goldman bei Lynas raus ist ?
Vielleicht ist der RE Bedarf so viel höher daß sie davon ausgehen mit den Kapazitäten bei Lynas den US Bedarf langfristig nicht decken zu können und statdessen die US Vorkommen (GWG Utah) entwickeln wollen. Dazu könnte man auch den Einstieg der Chinesen bei ARU und LYN passend interpretieren: weil sie obwohl sie derzeit auf Lager produzieren langfristig in China nicht genug Vorkommen haben. Es gab ja die Schätzungen wonach 2025 2Millionen t
RE Bedarf ist. Wo sollen die herkommen ?
Freiwillig geh ich hier jedenfalls nicht raus weil ich seh $$
gruß4now

[Fritz77]

Antwort auf Beitrag Nr.: 37.081.457 von nicolani am 01.05.09 22:46:31

Hi nicolani

Mir macht das insofern weniger als ich die kurze von mir gepostete Passage so interpretiere, das wir für den Deal mit Molycorp aufgrund der Deposits und nicht des Aktienkurses eingeschätzt werden, dann ist eine jetzige Unterbewertung kein unbedingter Nachteil.
Ich muss aber eingestehen das mein Englisch manchmal versagt, irre ich mich, so bitte korrigieren.

Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.083.474 von Fritz77 am 02.05.09 19:59:36

du irrst nicht, fragt sich nur ob die noch nicht fertig untersuchten deposits von GWG fair bewertet werden können.
Und mit jemandem der nicht genug Geld hat um die Deposits zu explorieren ist leichter verhandelt. Trodtzdem der Anteil den sie uns geben hat sehr gute Aussichten vom RE Boom zu profitieren.

[Fritz77]

Antwort auf Beitrag Nr.: 37.083.547 von 4now am 02.05.09 20:24:41

Hi 4now

Da bei vielen Explorern nicht fertig untersuchte deposits teilweise gar keine Bewertung erfahren, sehe ich das als ein nicht so großes Übel an uns im Umkehrschluss kann man auch fragen wie Mountain Pass bewertet wird da hierfür noch die Bewilligung fehlt soweit meine Informationen stimmen.
Ich sehe es als Chance bis ich eines Besseren belehrt werde, immerhin muss das Ergebnis sowohl für GWG als auch für Molycorp stimmen.

Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.083.582 von Fritz77 am 02.05.09 20:35:30

Hi Fritz!
Genau genommen besteht molycorp nur aus viel Geld, Abraumhalden
vom früheren Betrieb, sowie einer schwer verseuchten Mine und vermutlich ziemlich veralteten RE Processing Anlagen.
Die Wahrscheinlichkeit daß die Umweltaktivisten still bleiben ist auch nicht sehr groß. Jedenfalls ist Mountain Pass risikobehaftet und man kann wohl nicht von einer gesicherten Produktion sprechen.
Ich stimme dir also zu daß deshalb der Wert auch nicht sehr hoch sein kann.
Sieht so aus als hätten sich da zwei gefunden die tatsächlich sehr stark voneinander profitieren können.
gruß 4now

[Fritz77]

Antwort auf Beitrag Nr.: 37.083.623 von 4now am 02.05.09 20:49:49

Hi 4now

Ich bin zwar nicht so gut eingearbeitet wie du in die Materie, beschäftige mich aber auch seit gut zwei Jahren soweit es meine Zeit erlaubt damit.
Wie wäre es auf Dauer mit GWG bei chronischem Geldmangel gekommen?
Ich würde mal sagen dilution ohne Ende, wie wir es jetzt imo bei Lynas sehen.
700m neue Aktien soweit ich es auf Hotcopper im Arafura Thread verfolgt habe, imo ein hoher Preis.
Was Umweltaktivisten erreichen können habe ich etwas naiv beim Scheitern von Kobex finanziell erleben dürfen.
Ich interpretiere das neue Unternehmen als Gegenpol zum mehr oder weniger chinesischen Monopol im Rare Earth Sektor und spekuliere auch darauf das sich zwei gefunden haben die stark voneinander profitieren können.

Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.083.582 von Fritz77 am 02.05.09 20:35:30

Ja Fritz das dürfte es werden...der einzige Gegenpol zu den Chinesen. Da Lynas jetzt chinesisch ist haben die Japaner keine andere Aussicht auf eine zweite nichtchinesische Ressource.
Vielleicht können sie sich ja jetzt für Direktinvestments in Nordamerika entscheiden. Vietnam und Kasachstan wo sie bereits
Investitionszusagen gemacht haben sind ja noch ganz am Anfang das dauert wohl mindest 6-10 Jahre bis die RE liefern können und wohl kaum den 40000t Jahresbedarf den Japan schon derzeit hat.


Bezüglich Windenergie Obama ist da auf einem eindeutigen Weg:

I completely agree with President Obama when he says, "The nation that leads the world in creating new energy sources will be the nation that leads the 21st-century global economy."

US Wind energy 2007 16800 MW
2008 25170 MW = 1,26% der gesamten Energieproduktion
2012 sollen 10% aus alternativer energie kommen und
2025 25% Für jedes MW braucht es 1t Neodymium.
Und Windenergie ist der größte Bereich der alternativen energie weil Effizient und weil es viele Arbeitsplätze schafft.
Wind has jumped ahead of other green energy sources because innovations in turbine technology (think: windmills) have improved the efficiency and made systems the most cost effective alternative.
“Wind energy will be one of the most important contributors to meeting President Obama’s target of generating 10% of our electricity from renewable sources by 2012,” said Chu

[MONSIEURCB]

Press Release Source: Great Western Minerals Group Ltd.
Great Western Minerals Group Ltd. Terminates Exclusivity Provisions

* On Monday May 4, 2009, 7:00 am EDT

SASKATOON, SASKATCHEWAN--(MARKET WIRE)--May 4, 2009 -- Great Western Minerals Group Ltd. ("GWMG") (CDNX:GWG.V - News)(PINK SHEETS: GWMGF) announces that it has terminated the exclusive dealing provisions of its non-binding letter of intent (the "Letter of Intent") with Molycorp Minerals, LLC ("Molycorp") dated April 19, 2009.

After discussing a possible loan from Molycorp to GWMG, the parties have been unable to agree on the terms and conditions of such a loan by April 30, 2009 (as first disclosed in the press release of GWMG dated April 20, 2009), and GWMG has therefore elected to terminate its exclusive dealing obligations under the Letter of Intent in accordance with its terms.

Pursuant to the Letter of Intent, Molycorp and GWMG have been in discussions regarding a possible transaction with Molycorp. Although GWMG is no longer obligated to deal exclusively with Molycorp, GWMG's management is continuing discussions with Molycorp with a renewed focus on Molycorp's possible acquisition of GWMG's manufacturing assets.

After the Letter of Intent was announced, GWMG received several unsolicited expressions of interest from third parties regarding GWMG. Jim Engdahl, President of GWMG said "these unsolicited expressions of interest are very encouraging from management's perspective and we intend to explore all possibilities that have the potential to create further synergies and add to shareholder value". Readers are cautioned that the expressions of interest are in a very preliminary stage and no specific terms have been proposed or discussed. There is no assurance that such expressions of interest will result in substantive discussions or any agreement(s).

Great Western Minerals Group Ltd. is a Canadian-based company exploring for, and developing, strategic metal resources in North America and South Africa. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiaries of Less Common Metals Limited located in Birkenhead UK, and Great Western Technologies Inc., located in Troy, Michigan, produce a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing copper, nickel, cobalt and the rare earth elements.

Certain information set out in this News Release constitutes forward-looking information. Forward-looking statements (often, but not always, identified by the use of words such as "expect", "may", "could", "anticipate" or "will" and similar expressions) may describe expectations, opinions or guidance that are not statements of fact and which may be based upon information provided by third parties. Forward-looking statements are based upon the opinions, expectations and estimates of management of Great Western Minerals Group and Molycorp Minerals, LLC as at the date the statements are made and are subject to a variety of known and unknown risks and uncertainties and other factors that could cause actual events or outcomes to differ materially from those anticipated or implied by such forward-looking statements. Those factors include, but are not limited to the entering into of a definitive agreement regarding any possible transaction, satisfaction by both parties of any applicable valuation, risks, uncertainties and other factors that are beyond the control of the GWMG or Molycorp, risks associated with the industry in general, commodity prices and exchange rate changes, operational risks associated with exploration, development and production operations, delays or changes in plans, risks associated with the uncertainty of reserve estimates, health and safety risks and the uncertainty of estimates and projections of production, costs and expenses. In light of the risks and uncertainties associated with forward-looking statements, readers are cautioned not to place undue reliance upon forward-looking information. Although GWMG and Molycorp believe that the expectations reflected in the forward-looking statements set out in this press release or incorporated herein by reference are reasonable, they can give no assurance that such expectations will prove to have been correct. The forward-looking statements of GWMG and Molycorp contained in this press release, or incorporated herein by reference, are expressly qualified, in their entirety, by this cautionary statement.

[4now]

Antwort auf Beitrag Nr.: 37.091.030 von MONSIEURCB am 04.05.09 16:41:54

Schön daß ihnen der LOI mit Molycorp auch das Interesse von Dritten gebracht hat, daß ist gut zum verhandeln.
Kann aber auch nur ein Schmäh sein damit Molycorp sich mehr anstrengt.
Daß sie sich nicht mal auf die Zwischenfinanzierung geeinigt haben
steht wohl nicht für eine leichte Einigung im Gesamten.
Daß man jetzt hauptsächlich über den Verkauf der Technologie Töchter (LCM und GWTI) mit Molycorp verhandelt ist interessant
denn das hieße daß Molycorp wohl doch nicht wie oben von mir vermutet ein zweites Deposit braucht.
Kursmäßig bewegt es wie immer nix.
Ich meine aber daß durch den Verkauf von Lynas an die Chinesen
von Ende letzter Woche nun tatsächlich Interessenten für GWG da sein dürften.
4now

+danke fürs einstellen der news MONSIEURCB

[pisa]

Insgesamt sehe ich Molycorp sehr positiv. Hätten ne super invest story - mehr oder weniger Einziges China-unabhängigges REE Unternehmen mit ordentlich Geld, deposit und Verarbeitung...

Die aktuelle Eigentümerstruktur legt einen Verkauf/IPO nahe. Wenn es an chinesische Investoren ginge wäre es uninteressant IMHO. Ein IPO wäre natürlich etwas ganz anderes...

So gesehen könnte man über den Kauf von GWG evtl. An Molycorp Anteile pre-IPO kommmen??

Pisa

[4now]

Antwort auf Beitrag Nr.: 37.092.863 von pisa am 04.05.09 19:46:17

hi pisa
das sah ich auch so
"von 4now am 20.04.09 21:45:11
jedenfalls ists die erste Möglichkeit für jeden in Molycorp zu investieren indem er GWG Shares kauft."

auch ich könnte mich mit einem schnellerem Management seitens
Molycorp anfreunden. Die alten Geschäftsbeziehungen hätten sie wohl auch einzubringen. Denen nur die Tech-töchter zu verkaufen um dann wieder selber ein deposit entwickeln zu können macht für mich nur Sinn wenn man auch den Zugang zu diesen Töchtern behält.
weil sonst ist man wieder nur dummer Steinelieferant (auch wenns
RE Concentrat ist)

Und meiner Information nach ist auch Avalon Rare Metals ohne
China Beteiligung. Deren Deposit und Finanzierungsfähigkeit gefällt mir auch.

[pisa]

Antwort auf Beitrag Nr.: 37.093.270 von 4now am 04.05.09 20:24:26

Hi 4now,
nun ist die 100kusd frage ob molycorp tatsächlich Anteile (schwierig da danach nicht mehr handelbar atm) oder cash offeriert... scheint sich ja insgesamt etwas eingetrübt zu haben mit der Streiterei um die Brückenfinazierung.. oder auch normales Pokern :look

Klar, Avalon stimmt auch, ohne chinesen bis jetzt. Ich hab Molycorp als Einzigen china-unbahängigen producer referenziert der relativ kurzfristig bedeutende Mengen produzieren könnte... Die Umweltgeschichte sehe ich angesichts der Krise auch in CA als nicht mehr soooo problematisch..


Enjoy,
Pisa

[Fritz77]

Antwort auf Beitrag Nr.: 37.093.506 von pisa am 04.05.09 20:51:04

GWMG has therefore elected to terminate its exclusive dealing obligations under the Letter of Intent in accordance with its terms.
Ich finde das nicht so toll und die Finanzierung schien doch als einziger Punkt bei einer Höhe von 1M bei 10% Zinsen fix.
Hoffe nur das sich GWG jetzt nicht die Finger verbrennt indem sie beginnen zu gierig zu werden, das wäre schade.

Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.094.601 von Fritz77 am 04.05.09 22:43:32

viel wäre die 1 Million bis zum vorgesehenen Ende des LOI aber nicht gerade gewesen.
Da ich annehme daß GWG nicht mehr sehr viel Geld rum liegen hat
(höchstens via LCM die ja Gewinne machen(?)) müssen sie schon andere Angebote haben sonst würden sie sich wegen der Million die ja außer den 10% Zinsen sonst noch keine Folgen hätte nicht so zicken.
Wenn sie aber auch von 3. ein Angebot haben bzw. Gespräche führen müssen sie das exklusive Verhandlungsrecht kündigen.
Mein erster Gedanke war auch heut Oje verscherzen sie es sich mit
Molycorp ? Andererseits hab ich am 22.04 an Mr. Malashewski ein email versandt in dem unter anderem stand.
"Maybe this long process for final agreement give a 3rd party the possibility to find interest in GWG"
Und das haben wir jetzt mit großer Wahrscheinlichkeit.
Angefeuert sicher vom letztwöchigen Lynas Deal.
Weil für viele geht jetzt ohne Chinesen nix mehr und genau das treibt ihnen den Angstschweiß raus.

[Fritz77]

Antwort auf Beitrag Nr.: 37.095.011 von 4now am 05.05.09 00:02:43

Hi 4now
Kannst schon recht haben, ich ging aber davon aus das die Million nur bis längstens 31. August reichen muss.
Als Kleinaktionär hat man halt so seine Vorstellungen, vereinbart wird dann meist was ganz anderes.
Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.095.391 von Fritz77 am 05.05.09 06:24:14

Molycorp schläft auch nicht

Molycorp Minerals Funds Phase II of Full Restart Plan
GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)--Molycorp Minerals, LLC announced today that its Board of Directors has approved funding Phase II of the Company’s full restart plan for its Mountain Pass, California, Rare Earth deposit and processing facilities.

Phase II, will entail the refurbishment of additional processing facilities and the production of an expanded list of rare earth products. Phase II is expected to continue for approximately 24 months until the previously existing stockpiles of bastanasite have been depleted.

Phase I of Molycorp’s full restart plan for Mountain Pass, included the refurbishment of portions of the Company’s rare earth processing facilities and the production of Neodymium and other rare earth materials from previously accumulated stockpiles of Lanthanum. Phase I, which is also serving as a test for new and improved processing technologies that will be utilized in Phases II and III, is scheduled to continue through the end of this year.

Phase III (the final Phase) will involve the refurbishment of the Company’s milling operations and the production of fresh ore from Molycorp’s Mountain Pass rare earth deposit, which is one of the largest and richest in the world. Full production from Phase III is scheduled to start upon completion of Phase II. Molycorp currently estimates full production from Phase III will be approximately forty million pounds of rare earth materials per year on a total rare earth oxide basis.

Molycorp’s CEO, Mark A. Smith, stated, “We are extremely pleased with the results of Phase I of our full restart plan. Production targets are being met and we are increasing the efficiency of our processing facilities on a daily basis. The approval of funding for Phase II by our Board of Directors is in accordance with our current business plan. We are moving forward as planned and we are on schedule with our full restart program.” Mr. Smith went on to say, “As the only Western producer of rare earth materials, Molycorp is proud to be playing a key role in helping to assure America’s energy, economic and national security, by assuring a secure supply of these critical and indispensable materials that are ultimately utilized in the production of hybrid and electric cars, wind power turbines, various high tech applications and numerous advanced defense systems.”

For more information, please contact Molycorp Minerals at [phone] or visit www.Molycorp.com.

[4now]

Antwort auf Beitrag Nr.: 37.095.680 von 4now am 05.05.09 08:29:33

Die 40Mill.Pounds,...nicht schlecht aber ich geh davon aus
daß auch daß zu wenig sein wird um den Green New Deal vom Obama + die Japaner die ja einen Jahresverbrauch von jetzt schon 40000kg haben zu füttern.
Ob Lynas seine bereits geschlossenen LieferKontrakte erfüllen wird dürfen werden ihnen nämlich die Chinesen vorpfeifen.

[4now]

Antwort auf Beitrag Nr.: 37.095.733 von 4now am 05.05.09 08:37:43

Hier im Artikel steht schon etwas mehr.
Keine Fusion mehr als Ziel sondern Molycorp hat neues Angebot für die Tech-Töchter gemacht.
Interessant auch daß es eher bald etwas Neues geben soll als später.

Molycorp makes offer for GWMG assets


By Cassandra Kyle, The StarPhoenixMay 5, 2009 8:42 AMBe the first to post a comment

Molycorp Minerals, LLC, will not continue with plans to merge with Saskatoon's Great Western Minerals Group Ltd. (GWMG), but the American mining entity hasn't lost interest in the rare earth company, GWMG's president says.

Jim Engdahl, also the company's CEO, said Monday that GWMG has terminated exclusive dealing provisions with Molycorp laid out in a non-binding letter of intent the companies entered into in late April. But Molycorp, a Colorado-based company, has made a new offer to acquire GWMG's manufacturing assets in the United States and the United Kingdom.

Engdahl said GWMG is working on a counter-offer to Molycorp's proposal.

Plans for Molycorp to gain a controlling interest in GWMG fell through after negotiations on a $1-million loan from Molycorp to the Saskatoon company fell through. Molycorp specializes in rare earth products and owns one of the world's richest rare earth properties outside China, while GWMG explores for and develops strategic metals, including rare earths.

Rare earth elements are used in a number of common items such as flat-screen TVs and digital cameras.

"Either we'll get a deal or we won't get a deal," Engdahl said of the proposed acquisition. "In the meantime, we do not have any exclusivity anymore with (Molycorp) and we will be pursuing other indications of interest that we've had over the past several weeks."

The April announcement of the proposed Molycorp takeover of GWMG has led to additional third-party offers on Great Western assets, many of which are being considered by the company, Engdahl explained.

"What the offer has done is basically . . . put our company in play, and because of the uniqueness of this industry and because of the uniqueness of some of our assets, there is definitely other parties who would like to have an interest in these assets and also in our resources," he said, adding GWMG has been in discussions with several Asia-based companies during the past six months.

Engdahl expects movement on the offers sooner rather than later.

"Unfortunately these financial markets have put us in a position where we've had to make a move and fortunately we've been able to maintain our position up until now, but in order to move forward we've got to quit treading water and do something with somebody and/or get cash in the door. So that is what we're going to be doing, one way or the other," he said.

GWMG's assets include the Hoidas Lake and Deep Sands rare earth elements projects, located in northern Saskatchewan and Utah, respectively, and properties in New Brunswick, near Bathurst, and northern Saskatchewan, near the former Cluff Lake uranium mine. The company also owns Great Western Technologies Inc., a rare earth processing facility in Troy, Mich., and Less Common Metals Ltd., a Birkenhead, England-based manufacturer and supplier of rare earth alloys.

The company has also entered into an agreement to refurbish, re-commission and operate an abandoned mine in South Africa. The deal would see GWMG gain exclusive access to all of the rare earth elements mined at the site.

Great Western shares on the TSX Venture Exchange closed Monday up 18.75 per cent, or 1.5 cents, from Friday to 95 cents.

[4now]

Antwort auf Beitrag Nr.: 28.650.728 von 4now am 04.04.07 00:56:37

auch nicht uninteressant: Leider geben sie keine Wachstumszahlen für die LI und NIMH Batterien an sondern nur im gesamten mit den Bleibatterien und wird durch die größere Menge der Bleibatterien das Wachstum der LI und NiMH noch verdeckt.


World Demand for Materials Used in Batteries to Reach $22.8 Billion in 2012

Cleveland 5.04.2009 05:55 GMT (TransWorldNews)



World demand for materials used in the manufacture of batteries will rise 3.9 percent per year to $22.8 billion in 2012. Gains will be driven by strong growth in the production of lithium ion (Li-Ion) and nickel metal hydride (Ni-MH) batteries, which are increasingly being used in consumer electronics and motor vehicles. Additionally, rising income levels in the developed world will fuel demand for materials in alkaline and lithium consumer batteries. However, gains for battery materials will be limited by a less favorable outlook for more mature and outdated battery types, particularly zinc-carbon cells, but also lead-acid and nickel-cadmium chemistries. The price of many battery materials spiked from 2005 to 2007, particularly metals and polymers. These prices are expected to moderate going forward, depressing value gains for materials. These and other trends, including market share and product segmentation, are presented in World Battery Materials, a new study from The Freedonia Group, Inc., a Cleveland-based industry research firm.

Metals will continue to be the leading battery material product type through 2012, comprising well over half of total demand. However, advances will be restrained by an expected sharp decline in the price of lead metal, which accounted for the overwhelming majority of demand worldwide. Fastest growth for metal materials will be found in smaller-volume products used in advanced batteries, including lithium and rare earth metals. Chemical materials will see the fastest gains of any material type, with robust demand for high-value lithium and nickel chemicals fueled by rising production of Li-Ion and Ni-MH batteries. A major shift is underway in the market for lithium chemicals, as batterymakers seek to reduce the cobalt content of Li-Ion cathode materials, spurring demand for products such as lithium iron phosphate and lithium mixed-metal compounds. Gains for manganese chemicals will also benefit from rising production of alkaline batteries, particularly in the developing world.

Among the major world regions, the most rapid growth in battery materials demand will be seen in Asia. Most of the gains will be centered in China, which has grown to become the largest battery materials market in the world. India, Indonesia and South Korea are also expected to see above-average advances in materials demand.

Demand for battery materials in North America and Western Europe will see much less favorable prospects through 2012, due to maturing local markets for batteries and an expected drop in the price of lead, a key material in the regions’ markets. However, there are opportunities for growth in areas such as advanced rechargeable cells, as domestic production of batteries for hybrid/electric vehicles is beginning to be established in these regions.

The Freedonia Group is a leading international business research company, founded in 1985, that publishes more than 100 industry research studies annually. This industry analysis provides an unbiased outlook and a reliable assessment of an industry and includes product segmentation and demand forecasts, industry trends, demand history, threats and opportunities, competitive strategies, market share determinations and company profiles.

[4now]

Antwort auf Beitrag Nr.: 37.102.303 von 4now am 05.05.09 20:21:58

Seine Präsentationen waren immer sehr interessant:
http://www.waltbenecki.com/presentations.html
Great Western Minerals Group Announces Resignation of Director
GREAT WESTERN MINERALS GWG 5/5/2009 4:15:08 PMSASKATOON, SASKATCHEWAN, May 5, 2009 (Marketwire via COMTEX News Network) --
Great Western Minerals Group Ltd. ("GWMG" or "the Company") (TSX VENTURE:GWG) (PINK SHEETS:GWMGF) announces the resignation of Mr. Walt Benecki as a member of the Board of Directors, effective May 1, 2009.

Mr. Benecki has been a director of Great Western Minerals Group since October 2006. The Company is currently reviewing options for filling the vacant board position from a list of potential candidates.

Gary Billingsley, Executive Chairman of Great Western Minerals Group, says "Walt has been an important contributor to the growth of the Company during his term, and to our understanding of the magnet industry and the critical role of rare earth elements in that industry. We thank Walt for his contributions to the Board of Directors and wish him well in his future plans."

Gary Billingsley, Executive Chairman

[4now]

Antwort auf Beitrag Nr.: 37.102.303 von 4now am 05.05.09 20:21:58

China Vies to Be World’s Leader in Electric Cars
By KEITH BRADSHER
Published: April 1, 2009
Source: NY Times

TIANJIN, China — Chinese leaders have adopted a plan aimed at turning the country into one of the leading producers of hybrid and all-electric vehicles within three years, and making it the world leader in electric cars and buses after that.

The goal, which radiates from the very top of the Chinese government, suggests that Detroit’s Big Three, already struggling to stay alive, will face even stiffer foreign competition on the next field of automotive technology than they do today.

“China is well positioned to lead in this,” said David Tulauskas, director of China government policy at General Motors.

To some extent, China is making a virtue of a liability. It is behind the United States, Japan and other countries when it comes to making gas-powered vehicles, but by skipping the current technology, China hopes to get a jump on the next.

Japan is the market leader in hybrids today, which run on both electricity and gasoline, with cars like the Toyota Prius and Honda Insight. The United States has been a laggard in alternative vehicles. G.M.’s plug-in hybrid Chevrolet Volt is scheduled to go on sale next year, and will be assembled in Michigan using rechargeable batteries imported from LG in South Korea.

China’s intention, in addition to creating a world-leading industry that will produce jobs and exports, is to reduce urban pollution and decrease its dependence on oil, which comes from the Mideast and travels over sea routes controlled by the United States Navy.

But electric vehicles may do little to clear the country’s smog-darkened sky or curb its rapidly rising emissions of global warming gases. China gets three-fourths of its electricity from coal, which produces more soot and more greenhouse gases than other fuels.

A report by McKinsey & Company last autumn estimated that replacing a gasoline-powered car with a similar-size electric car in China would reduce greenhouse emissions by only 19 percent. It would reduce urban pollution, however, by shifting the source of smog from car exhaust pipes to power plants, which are often located outside cities.

Beyond manufacturing, subsidies of up to $8,800 are being offered to taxi fleets and local government agencies in 13 Chinese cities for each hybrid or all-electric vehicle they purchase. The state electricity grid has been ordered to set up electric car charging stations in Beijing, Shanghai and Tianjin.

Government research subsidies for electric car designs are increasing rapidly. And an interagency panel is planning tax credits for consumers who buy alternative energy vehicles.

China wants to raise its annual production capacity to 500,000 hybrid or all-electric cars and buses by the end of 2011, from 2,100 last year, government officials and Chinese auto executives said. By comparison, CSM Worldwide, a consulting firm that does forecasts for automakers, predicts that Japan and South Korea together will be producing 1.1 million hybrid or all-electric light vehicles by then and North America will be making 267,000.

The United States Department of Energy has its own $25 billion program to develop electric-powered cars and improve battery technology, and will receive another $2 billion for battery development as part of the economic stimulus program enacted by Congress.

Premier Wen Jiabao highlighted the importance of electric cars two years ago with his unlikely choice to become minister of science and technology: Wan Gang, a Shanghai-born former Audi auto engineer in Germany who later became the chief scientist for the Chinese government’s research panel on electric vehicles.

Mr. Wan is the first minister in at least three decades who is not a member of the Communist Party.

And Premier Wen has his own connection to the electric car industry. He was born and grew up here in Tianjin, the longtime capital of China’s battery industry, 70 miles southeast of Beijing.

Tianjin has thrived in the six years since Mr. Wen became premier. It now has China’s first bullet train service (to Beijing), a new Airbus factory and an immaculate new airport. Tianjin has also received a surge of research subsidies for enterprises like the Tianjin-Qingyuan Electric Vehicle Company.

Electric cars have several practical advantages in China. Intercity driving is rare. Commutes are fairly short and frequently at low speeds because of traffic jams. So the limitations of all-electric cars — the latest models in China have a top speed of 60 miles an hour and a range of 120 miles between charges — are less of a problem.

First-time car buyers also make up four-fifths of the Chinese market, and these buyers have not yet grown accustomed to the greater power and range of gasoline-powered cars.

But the electric car industry faces several obstacles here too. Most urban Chinese live in apartments, and cannot install recharging devices in driveways, so more public charging centers need to be set up.

Rechargeable lithium-ion batteries also have a poor reputation in China. Counterfeit lithium-ion batteries in cellphones occasionally explode, causing injuries. And Sony had to recall genuine lithium-ion batteries in laptops in 2006 and 2008 after some overheated and caught fire or exploded.

These safety problems have been associated with lithium-ion cobalt batteries, however, not the more chemically stable lithium-ion phosphate batteries now being adapted to automotive use.

The tougher challenge is that all lithium-ion batteries are expensive, whether made with cobalt or phosphate. That will be a hurdle for thrifty Chinese consumers, especially if gas prices stay relatively low compared to their highs last summer.

China is tackling the challenges with the same tools that helped it speed industrialization and put on the Olympics: immense amounts of energy, money and people.

BYD has 5,000 auto engineers and an equal number of battery engineers, most of them living at its headquarters in Shenzhen in a cluster of 15 yellow apartment buildings, each 18 stories high. Young engineers earn less than $600 a month, including benefits.

When Tianjin-Qingyuan puts its entirely battery-powered Saibao midsize sedan on sale this autumn, the body will come from a sedan that normally sells for $14,600 when equipped with a gasoline engine. But the engine and gas tank will be replaced with a $14,000 battery pack and electric motor, said Wu Zhixin, the company’s general manager.

That means the retail price will nearly double, to almost $30,000. Even if the government awards the maximum subsidy of $8,800 to buyers, that is a hefty premium.

Large-scale production could drive down the cost of the battery pack and electric motor by 30 or 40 percent, still leaving electric cars more expensive than gasoline-powered ones, Mr. Wu said.

But Mr. Wu has plenty of money to pursue improvements. He interrupted an interview at his company’s headquarters on Thursday to take a call on his cellphone, politely declined an offer from the caller, and hung up.

The general manager of a state-controlled bank had called to ask if he needed a loan, he explained.

[Fritz77]

Antwort auf Beitrag Nr.: 37.104.174 von 4now am 06.05.09 00:53:05

Hi 4now

Sollte hier reinpassen.

Wind Power organizers challenged

By Jack Lifton
29 Apr 2009 at 09:45 PM GMT-04:00

A call for the wind power industry to stand up and say whether they are using American-made magnets for manufacturing.

On May 4-7 in the windy city of Chicago there will be held a conference entitled “Wind Power 2009.” I have some comments to make, and I am issuing a simple challenge to the organizers and participants in this conference.

Investors in mining pay special attention.

My question is this: Are you, the wind power industry, buying the permanent magnets for manufacturing the lightest weight most reliable and low-service electric generators turned by the force of the wind from American companies, employing American workers in the United States? I believe that the large magnets for the generators you have already used and are planning to buy and use are made in the People’s Republic of China (PRC). I further believe that these magnets are of the neodymium iron boron type, which can only be made from the rare earth metal “neodymium,” which today is only produced in the PRC.

If it is the case that you are having these magnets made in the PRC and that you intend to increase your purchases of them as you build more wind turbines, then I would like to know how you plan to address the fact that the supply of all of the rare earths, including neodymium, from the PRC is being reduced each year by the Chinese as China’s domestic demand for rare earth metals increases steadily, and is, in fact, expected to exceed China’s production levels by 2013 at which point there could be no rare earth metals available for export or for use in products made in China to be exported.

I would like to also know why your industry does not support the production, by financing it, of rare earth metals, including neodymium, by the reopening of the world’s largest single-point rare earth element (REE) mine, Molycorp’s Mountain Pass mine in San Bernardino, County, Calif.? I would also like to know why your industry does not invest in developing North America’s largest so-far undeveloped rare earth ore body in the Lemhi Pass District of Idaho and Montana, owned by Thorium Energy Inc., or the two proven substantial rare earth deposits in Canada at Hoidas Lake, Saskatchewan (owned by Great Western Minerals Group) and at Thor Lake, NWT (owned by Avalon Rare Metals).

The total investment in all of these REE mining operations taken together to bring them to a total yearly production of as much as 40,000 metric tons per year of REEs more than twice the current use of REEs by all American industries and the military combined would be around 750 million, of which two thirds would be spent within the United States, creating jobs and ensuring the continuation of industries such as yours without the possibility of interruption of their critical REE supplies by either the growth of southeast Asia’s demand for REEs or by an unfriendly action to cut off exports for political reasons. Developing domestic sources of these critical raw materials would create wealth, not simply distribute what we have to workers in Southeast Asia.

The power of the wind from your combined voices will not produce a single gram of neodymium toward the one metric ton per megawatt of production capacity that you need for each new installation. Only the logical development and prioritization of your value chain beginning with mining your critical natural resources in the United States and Canada can make your proposed green solution to the production of electricity without burning fossil fuels anything more than pissing in the wind.

We cannot have energy security and independence without first having secure production of natural resources to insure the independence and security of our manufacturing industry and military.

Jack Lifton is a featured contributor to the new Resource Investor. With 35 years experience in the OEM electronics and automotive supply industries, he is today a metals sourcing consultant for OEM heavy industry and offers due diligence analysis for institutional investors. Lifton is a prominent speaker on the market fundamentals of minor metals and their end-uses and travels the world on behalf of Fortune 500 and Global 1000 corporations. Reach him directly at [e-mail].

Quelle:http://www.resourceinvestor.com/pebble.asp?relid=49456

Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.118.902 von Fritz77 am 07.05.09 14:02:06

klar fritz passt hier rein
steht allerdings schon in #504
aber schadet nix
gruß

[Fritz77]

Antwort auf Beitrag Nr.: 37.121.742 von 4now am 07.05.09 17:49:38

Hi 4now

Sorry so da habe ich nicht so weit geblättert, da ich es erst heute von RI erhalten habe, jetzt wo du es sagst sehe ich das der Artikel mit 29.4.datiert ist, ich bekomme da so eine Sammelsendung.
Mal sehen wie es hier weitergeht, Arafura entwickelt sich ja sehr gut im Moment, sobald eine Festlegung auf einen JV Partner erfolgt hoffe ich auch bei GWG auf weiter steigende Kurse.

Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.122.185 von Fritz77 am 07.05.09 18:29:20

nur kein Streß deswegen Fritz !

laut USGS http://minerals.usgs.gov/minerals/pubs/commodity/rare_earths…
war die chinesische Produktion bei 120000t RE
die soll jetzt auf 82000t RE reduziert werden für heuer.
Das dürfte die Preise freuen.

China puts ceiling on 2009 output of tungsten, antimony, rare earth


www.chinaview.cn 2009-05-07 20:43:24 Print

BEIJING, May 7 (Xinhua) -- China said Thursday it would impose a ceiling on the output of mineral resources like tungsten, antimony and rare earth in 2009 amid shrinking demand.

The move is aimed to protect China's reserves of these minerals, the Ministry of Land and Resources said in an online statement.

The country's tungsten ore concentrate output is limited to 68,555 tonnes this year; rare earth ore to 82,320 tonnes, and antimony ore to 90,180 tonnes, said the ministry.

These quotas on output were based on decreasing demand across the world as a result of the ongoing global financial crisis, said the ministry.

The ministry said it would also not take any license applications before June 30, 2010 for exploring the three resources.

China holds 40.5 percent of the world's proven tungsten reserves, and is the world's biggest antimony producer. The nation has a proven rare earth reserve of 52 million tonnes, or about 58 percent of the world's total.

The country started to cap the annual output of tungsten in 2002 and that of rare earth in 2006. It is the first time such restrictions have been placed on antimony.

The ceiling on tungsten ore concentrates (with tungsten trioxide content above 65 percent) last year was 66,850 tonnes, and that on rare earth ore at 87,620 tonnes.

The ministry said such caps are intended to stabilize global demand and supply of these products and ensure their sustainable use.

[4now]

Antwort auf Beitrag Nr.: 37.122.645 von 4now am 07.05.09 19:12:52

Rare earth prices unchanged
07 May 2009
De-stocking means rare earth prices stable but higher prices expected for H2 2009

Prices of key rare earth oxides, which are used in the manufacture of electronics and hybrid cars, have remained relatively stable over the past month.
This reflects a lack of market activity as the down turn in global demand brought on by the recession continues to prompt widespread inventory de-stocking by consumers.Since the start of the year consumers have cancelled orders at the distributor and supply level in order to reduce inventory build up, resulting in a subsequent drop off in sales, and prices.
According to Lynas Corp., the Australian company developing the Mount Weld rare earth project in Australia,
few significant purchases of rare earths have been made since November 2008. An estimated 15% decline in
imports of rare earths to Japan in February 2009 compared to February 2008 was also reported.
On the positive side, Lynas said that its customers are “anticipating inventories will be significantly absorbed
throughout the supply chain by the end of 2009, after which normal purchasing will resume. This, in turn should
bring price rises back towards 2008 levels”.
At current prices, the Chinese producers are operating at cash costs of production, which explains why prices
for rare earths have not decreased to the extent of other commodity metals such as nickel, said the company.
Lynas had been in funding problem, after $95m. of convertible bonds were cancelled last year, but has since signed a deal with a Chinese company (see IM Online 1 May 2009: Lynas signs Chinese RE deal).
Latest prices for rare earth oxides reported to IM are as follows:
l $4.6/kg for cerium oxide (99%, bulk purchases, FOB China) compared to $4.30/kg previously
l $14.70/kg for neodymium oxide, 99%, bulk, FOB China), compared to $14.4-15/kg previously
l $14.50/kg for Praesodymium oxide, bulk FOB) compared to US$14.50-US$15/kg previously
Prices for cerium oxide (99%, bulk purchases, FOB China) have declined from $8/kg to $6.20/kg.

[Fritz77]

Antwort auf Beitrag Nr.: 37.122.808 von 4now am 07.05.09 19:27:42

Hi 4now
Hoffe den Lifton hattest du noch nicht.

Rare Metals Investment News Updates, Today's Edition (RareMINUTES) 050709 NEODYMIUM
May 7, 2009
Is he ramp'n this or is the world realy going to need more RARE EARTHS?
PrintEmail to a FriendAnalysis by: Jack Lifton
Analysis of: Windpower to overtake nuclear in China by 2020
Published at: www.proactiveinvestors.com.hk
Implications
If China commits to producing 100 gigawatts of wind generated electricity by 2020 it will place this goal in its next two five-year plans as part of the official statement of the goals for the Chinese utility industry. If this happens then China's recent takeover of the Australian rare earth mining industry makes perfect sense. \ The Chinese, you see, like to make long term plans not only for economic goals but also for implementing the necessary steps in the value chain to achieve them.

Analysis
To make the most efficient, lightest weight, lowest service wind turbine generator of electricity takes one ton of the rare earth metal, neodymium, per megawatt of generating capacity. This to to build the neodymium-iron-boron permanent magnet necessary for the generator to function.

The current production of neodymium is around 20,000 metric tons a year, and all of it is produced in China.

The world's demand for neodymium for current uses is now in balance with production.

If none of the world's current demand becomes obsolete, and in fact, if it grows then where is 100,000 metric tons of neodymium going to come from for China's projected 100 gigawatts of new wind generated electricity, if China opts for 100% neodymium-iron-boron permanent magnet type electric generators??

The answer is simple: Australia.

The two large rare earth mining operations now in the process of being acquired by Chinese companies, Lynas and Arafura, are said to be capable each of producing 20,000 metric tons of total rare earths per year; it is also said that one of them, Lynas, has higher than to be expected neodymium content in its ore body element distribution.

One problem that had dogged investors in Lynas recently was that if it were brought into full production there might be a surplus of neodymium thus paradoxically driving its price and the value of Lynas future production down.

That problem may now be solved. The new Chinese wind power plan would be able to take 100% of the Australian production of Lynas of neodymium for ten years of full production. Thus the current neodymium market would not be impacted.

Is this why the bank of China is so eager to extend a 250 million dollar guarantee to ensure that Lynas rare earth refinery gets built? Probably it is.

Based on current and projected Chinese domestic production and current and projected use of neodymium for non Chinese wind power, batteries, and electric motors and generators for vehicles, vehicle accessories, and military use I predict that the price of neodymium will rise sharp;y throughout the second decade of the twenty-first century.

The only possible non Chinese, or non Chinese owned, sources for neodymium for the open market now are the Americans, privately owned MolyCorp and privately owned Thorium Energy, Inc., and the Canadians, publicly traded Great western Minerals Group and publicly traded Avalon Rare Metals.

For now it is still possible to buy shares of Australia's Arafura and Lynas. There is no indication of any immediate plan by their new Chinese owners to take them private, but they might just do that not too far down the road, and if the run up of neodymium has then begun those who were long term investors at that point will be in very good shape.

Don't say I didn't tell you about this early on.

Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.134.870 von Fritz77 am 08.05.09 22:35:02

lifton spricht halt nur von der chinesischen Windenergie
die US Windenergie ist aber wie oben schon geschrieben auch nicht uninteressant,...australisches neodymium wird nicht genug sein
gruß 4now

[Fritz77]

Antwort auf Beitrag Nr.: 37.140.947 von 4now am 11.05.09 00:16:01

Hi 4now

Lifton hat zwar auch nur eine Meinung, aber ich denke auch das es so kommt wie von dir geschrieben, nebenbei möchte China auch bei Elektroautos die Nase vorne haben und ich glaube nicht das die Amerikaner dann nicht auch mit eigenen Produkten selbst vorne mit dabei sein wollen.
Ich glaube schon daran das wir hier schon alleine deshalb eine wachsende Nachfrage sehen werden.

Gruß Fritz

[Fritz77]

Man braucht zwar sicher nicht alles zu kommentieren, aber ein Kauf in Canada ist hier um einiges günstiger.

Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.183.226 von Fritz77 am 15.05.09 12:14:45

mal wieder was zur magnetischen Kühlung

By Michael J. Crumb - Associated Press DES MOINES, Iowa — When people think of magnets and refrigerators, they probably envision crayon drawings and grocery lists. But researchers at the Ames Laboratory have a different idea.

Researchers from the lab and around the world have been working on new technology that combines rare earth alloys and magnetic fields to replace ozone-depleting gases used to keep things cool. Once it's fine-tuned, they said the new process could be more environmentally friendly and cost-effective.

More than 150 researchers from at least eight countries are converging on a downtown Des Moines hotel this week for a four-day conference to discuss advancements in the technology and how to market it for commercial use. Potential uses for magnetic refrigeration include refrigerators, commercial coolers and air conditioners in homes and cars.

"Right now, as far as technology, there are several good laboratory prototypes being developed around the world but there are no commercial prototypes yet," said Vitalij Pecharsky, a researcher at the U.S. Department of Energy's Ames Laboratory.

How it works is a little complex.

The researchers in Ames have been using gadolinium, an element with two to three times the magnetocaloric effect of typical ferromagnetic iron. That means the change in temperature accompanying the change in magnetization of gadolinium is greater than what's seen in other materials.

Researchers use a magnet to create a magnetic field around the material, heating it up. When the magnetic field is removed it causes the element to cool. It then cools water or an alcohol mixture, which is pumped by a small motor through coils.

"It's similar to the way a regular refrigerator works, using a compressor to compress a gas and when the gas is circulated it expands back out and has a cooling effect," said Kerry Gibson, a spokesman at the Ames lab.

The energy savings comes because a small motor is used instead of a compressor.

Vitalij Pecharsky, an Ames researcher working on magnetic refrigeration, said the new technology would be up to 30 percent less costly than conventional cooling.

"People have different estimates, but either way, they were showing substantial energy savings," Pecharsky said.

There are further environmental benefits because magnetic refrigeration uses either water or an alcohol mixture, "which is not going to harm the environment," Pecharsky said. The system doesn't use refrigerants and compressed gases, such as freon and HFC-134a, that are considered greenhouse gases.

Pecharsky also said magnetic refrigeration provides a more consistent temperature and works "much better as a fluid chiller."

"It would work good for a wine chiller compared to conventional refrigeration," Pecharsky said. "If you're a real collector who cares about expensive wines, it would be ideal."

He also said the technology would work to keep large buildings, such as convention centers, cool.

The technology was originally discovered in the 1970s. Researchers in Ames have worked on the technology since 1996, Gibson said.

"The idea has been around for a while but it is still a fairly new technology," he said.

Neither Gibson nor Pecharskey could say when the technology might be available for commercial use.

"That's one of the big questions they're going to try to address at the conference — is take stock of where the state of the art is right now and identity the key stumbling blocks that remain and talk about different ways to solve those problems," Gibson said.

The conference may help better answer where the future of the technology lies.

"We are looking forward to see what else is going on around the world in the field and hopefully better understand where we should go from here," Pecharsky said.

[4now]

Antwort auf Beitrag Nr.: 37.187.685 von 4now am 15.05.09 19:20:30

China lowers rare earth mineral product quota for 2009
Shanghai. May 18. INTERFAX-CHINA - China's production quota for rare earth mineral products this year is 119,500 tons, measured by rare earth oxide content, down 8.1 percent year-on-year, according to an announcement by the Ministry of Industry and Information Technology (MIIT) on May 18.

[nicolani]

http://www.mineweb.com/mineweb/view/mineweb/en/page72102?oid…

[4now]

Antwort auf Beitrag Nr.: 37.202.518 von nicolani am 18.05.09 20:00:43

der honda insight verkauft sich wie die warmen Semmeln
In April, the Insight ranked as the top-selling vehicle in Japan -- the first time a hybrid clinched that spot.
http://finance.yahoo.com/news/Toyota-rolls-out-new-Prius-apf…

[Fritz77]

Antwort auf Beitrag Nr.: 37.202.603 von 4now am 18.05.09 20:10:30

Hi 4now

GWG stand wohl auch im Dines, nach dem Volumen heute zu schließen, habe mir das gleich gedacht nachdem ich auf HC den Thread gelesen habe, heute am Morgen war der dann schon aus copyright Gründen zensiert.

Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.248.139 von Fritz77 am 25.05.09 21:25:10

schon aber die +65% von Avalon wären auch schön gewesen.
Ich denke dieser Dines letter kann einiges bewegen weil sehr viele
Börsenbriefe die Empfehlungen übernehmen. Da dürfte also in den nächsten Wochen noch regelmäßig was nachkommen.
Von der Bewerung her haben wir genug Spielraum nach oben
(1000 und noch mehr %) Wenn man's mit dem Uran Hype vergleicht den angeblich auch der Dines Letter mitausgelöst hat, wo sich alle auf ca. 200 Uranaktien gestürzt haben müßte es bei den nur 5 empfohlenen Werten im REE Sektor (+20 weitere die da noch rumkrebsen) recht heftig abgehen. Insbesondere weil es ja derzeit noch keine großen Werte gibt die großes Kapital aufnehmen könnten.
Naja vermutlich nur ein Wunsch von mir.
Schad daß GWG seid mehr als einem Jahr keine neuen Daten von den Deposits oder den Metallurgischen Tests veröffentlicht.
So werdens als nur Kleinressource bewertet und das Geld rinnt an ihnen/uns vorbei.
+gruß

[4now]

Antwort auf Beitrag Nr.: 37.249.190 von 4now am 26.05.09 01:18:56

Only New North American Rare Earth Production Could Make It Possible For Toyota To Save General Motors. Will The Anti-Mining Lobby Allow The Curse Of Lithium To be Lifted By The Wizards Of Lanthanum?
Implications
The Japanese press is reporting that Toyota is studying the idea of licensing its current (full) hybrid power train to collapsing General Motors. I'm sure that this supposition is true, but would such a move be possible? As the supply situation for the critical rare earth metals, lanthanum, neodymium, praseodymium, dysprosium, and terbium stands today, with all of them coming only from China, the answer is an emphatic "No!" The proven, durable, reliable, long lived nickel metal hydride (NiMH) batteries used by Toyota and manufactured in-house by Toyota depend critically for their operation on the above named metals as do the brushless DC electric drive motors also used by Toyota to construct the Prius hybrid and the Toyota and Lexus hybrids it makes today. There would be only one way for new supplies of the critical rare earth metals to be generated, but it would take a political act of courage by the Obama administration.

Analysis
Toyota would like to make and sell more hybrids using the Prius power train.

GM could easily meet the new fuel economy rules if it could make large numbers of cars using the Toyota Prius power train. The need for very large numbers of vehicles is both the solution to GM's problem and the problem itself for Toyota.

Today, in May 2009, essentially all of the world's lanthanum, neodymium, praseodymium, dysprosium, and terbium come from the People's Republic of China. These rare earths are growing in demand for products made in and for the Chinese home market. China itself was facing a shortfall of rare earth metals that was expected to occur in 2011-12. Recently Chinese companies bought two Australian miners, Lynas and Arafura, both of which were about to enter operations to produce, and in the case of Lynas, refine, large quantities of rare earths. These acquisitions have given the Chinese a breather on their own shortfall of rare earths pushing the date for such an event into the period of the five year plan after the next.

It is very unlikely that China would agree to provide new supplies of rare earths to Toyota before satisfying her own domestic demand.

This is probably why Toyota scaled back its announcement of its own increased production of nickel metal hydride batteries and Prius-type power trains earlier this year. It is rumored that Toyota planned last March to announce that after it had reached its previously announced target for NiMH batteries and Prius-type power trains of 1,000,000 of each a year by 2012 it would attempt to raise that goal to 2-3 million units a year by 2014. No such announcement was made, it is said, because Toyota realized that its plans were limited by its inability to guaranty its supply of the critical rare earth metals.

Toyota could therefore help itself if it offered to license the NiMH based technology to GM in return for the US government cutting through the red tape, and perhaps investing ARRA funds directly, to get Molycorp's Mountain Pass rare earth mine reopened and ramped up to speed and getting, itself, Toyota, a share of the critical rare earths produced there for its own hybrid production in payment.

Simultaneously, although on a longer time line than for Molycorp, Toyota and the US Government could look into getting Thorium Energy's large Idaho and Montana rare earth deposits into production as well as those of Avalon Rare Metals and Great Western Minerals group in Canada. Next in line for development would be the Quebec deposits of Quest Uranium and the Greenland deposits of Canadian International Minerals.

It is obvious that if the US and the Canadian governments wanted to keep GM in business and drive fuel efficicency they could both sponsor development of the rare earth deposits that North America has as a green development initiative.

If the US Congress and the Canadian Parliament would open the way with enabling legislation for rare earth mining the fuel efficiency problem could be solved right now, or at least by 2015, with existing proven technology.

Is there enough political courage in North America to actually solve a problem with existing technology rather than just talk about it and fund pie-in-the-sky in order to put it off for the next guy by looking concerned and involved?

[Fritz77]

Antwort auf Beitrag Nr.: 37.249.190 von 4now am 26.05.09 01:18:56

Hi 4now

Ach, ich bin da ganz zufrieden und hoffe auf gute Verhandlungen mit Molycorp, für Ressourcenerweiterungen fehlt wohl das Geld, wenn der Kurs noch weiter anzieht kann das nur ein Vorteil sein für die Verhandlungen mit Molycorp.
Ansonsten ist auf der Homepage nicht viel Neues zu finden, außer das es einige ältere Kupferprojekte in den Staaten scheinbar nicht mehr gibt.

Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.258.023 von Fritz77 am 26.05.09 22:10:25

na da fehlt schon noch was auf ein email von mir im feb. dieses jahres hat er mir folgendes geantwortet:

Mr xxxx

Thank you for your email and comments.
We have been watching the developments in the REE sectors with a great deal of interest. Another company that was not mentioned in my email of yesterday was NeoMaterials (NEM: TSX Venture). Neo is in the REE industry with close links to China for supply, through Magnaquench and AMR. Neo appears to be a target of a hostile takeover by Pala Investments of Switzerland. We are also watching those developments with interest.

However, we are not looking for a China-based investment partner. Our objective remains to become a supplier of REE outside of China, particularly for our own processing facilities in Troy MI and Birkenhead UK. Many of the end users are concerned about their reliance on one source in China, particularly with the Chinese Government further reducing the exports of REE. Our preferred choice of investment partner would be companies such as Toyota. They are familiar with us anyway, since Toyota is a customer of our plant in the UK through their Aichi Steel subsidiary.

Japanese companies often take a long-term (50 year) view of business planning, so they are concerned about REE supply in the long term. You may be aware of Toyota's Tsusho's announcement last year (copy attached) regarding their focus on the REE industry. Although Toyota has invested in Viet Nam, that does not mean that they are not interested in Companies such as GWMG. Relationship building between GWMG and such companies is also a long-term process. Should we enter more formal discussions with such companies/conglomerates, we will certainly be announcing that when we sign a letter of intent.

With regard to Deep Sands, those results are still being analyzed and compiled, with results for several hundred samples still in the lab. As you know, there was a large number of cores to examine and essentially every inch of core was scanned. We hope to have those results compiled in the coming months so we can issue the release.

The remaining results from Hoidas Lake will be incorporated directly into the updated prefeasibility study. The metallurgical testing has slowed the production of that report. We have 3 labs that are looking at different methods for extracting the rare earths from the Allanite and Apatite host rocks. Unfortunately, unlike the more traditional mining methods, no company has ever done this before so we have no model to use as an example. We therefore need to develop the process ourselves, first.
We will shortly be updating our website with the addition of our South African projects as well as Benjamin Creek. I will be issuing an email update when those projects are included.

xxxx, as always, we appreciate your comments and your interest and support of Great Western Minerals Group.
Best Regards,
Ron Malashewski, P.Eng (AB)
Manager, Investor Relations
Great Western Minerals Group
226 Cardinal Crescent
Saskatoon, SK S7L 6H8
Tel: [phone]

Email: [e-mail]


Für die beiden von dir angesprochenen Projekte (kupfer und Nickel)
wurde ende 07 ein budget zum weiterbuddeln in 08 festgelegt.
Also die sind nur nicht im Vordergrund.

Übrigens keine der anderen REE Firmen verwendet quemscan Optical Sorting. Das macht einen sehr effektiven Prozess möglich.
(could eliminate up to 40% of the rock as waste and therefore also reduce acid consumption by similar proportions.)

[Fritz77]

Morgen 4now

Danke für die Auskunft, das ist auch besser so wenn man sich momentan mehr auf die Kernprojekte konzentriert.

Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.258.873 von Fritz77 am 27.05.09 06:30:15

n'abend Fritz

habe gerade eine Bestätigung gefunden für meine Vermutung daß es auch bei den Rare Earths Schmuggel und Schlupflöcher geben muß weil sonst wärs unmöglich daß die westliche Industrie trotz den Ausfuhrreduktionen der Chinesen noch produzieren kann.
+gruß


From The TimesMay 28, 2009

Crunch looms for green technology as China tightens grip on rare-earth metalsLeo Lewis, Asia Business Correspondent
Japan’s increasingly frantic efforts to lead the world in green technology have put it on a collision course with the ambitions of China and dragged both government and industry into the murky realm of large-scale mineral smuggling.

The robust international trade in illegally mined, quota-busting rare-earth metals highlights China’s near monopoly on the raw materials for environmental technology – a 95 per cent dominance of world supply that is likely to become more widely noticed as China tightens its grip.

The weight and magnetic properties of rare-earth metals have made them important for wind turbines, essential to hybrid cars, and indispensable if the world ever hopes to covert to fully electric vehicles.

One mining company president told The Times that governments that had promised a way out of economic turmoil with bold schemes to subsidise green cars, solar panels and other environmental technology had “spoken without understanding the upstream of modern products”.

Related Links
China takes charge of keys to future
Toyota brings fun to its hybrid cars
Don Burbar, the chief executive of Avalon Rare Metals, said: “The crux of the matter is that there are now a lot of technologies that can’t work without rare earths, and China is currently in effective control of the global supply. China has positioned itself to retain control, and meanwhile politicians around the world do not appreciate how the supply side of green technology works.”

In Japan, the world’s biggest importer of rare-earth metals, more than 10,000 tonnes per year – about a fifth of the country’s total annual consumption – are thought to enter the country through a thriving black import network without which Japan would already be in a severe supply crisis, a senior government official said.

China has been lowering its export quotas for rare-earth metals by about 6 per cent annually since the start of the decade, with Japan expected to be allotted only 38,000 tonnes in 2009. Toyota and Honda alone will consume about that quantity and experts in Australia have predicted a wider global supply crunch within three years as demand surges beyond existing refinery and extraction capacity.

But rare-earth specialists at two of Japan’s largest trading houses said that loopholes and smuggling substantially raise the quantities of rare metals that enter Japan each year. Kazunori Fukuda, deputy director of the nonferrous metals division at the Ministry of Economy, Trade and Industry, said: “If the Chinese export quota limits were the reality of what comes into Japan each year, we would be even more worried than we already are. All green technology depends on rare-earth metals and all global trade in rare earth depends on China.”

Ginya Adachi, from the Japanese Rare Earth Association, said that China’s dominance of rare earths would serve the developed world with a rude shock about global trade: Japan, America and Europe must now realise that some markets are not real, but political. But he added: “The Chinese Government wants full control but it doesn’t have it. It is not in control of the rare-earths market in the same way that Opec is in control of oil. Local miners will sell even if the government tries to control the price or the quotas.”

The Japanese Government has begun looking for alternative supply sources in Vietnam and elsewhere; rare earths are not as rare as the name suggests. There are potential supplies around the world, but prospective miners in Australia and the US are experiencing financing difficulties and as soon as new facilities have emerged in Asia and elsewhere, Chinese companies have quickly become majority investors.
http://business.timesonline.co.uk/tol/business/industry_sect…

[4now]

Antwort auf Beitrag Nr.: 37.276.072 von 4now am 28.05.09 20:20:54

auch interessant
By 2020, he said every Toyota model will be available as a hybrid, and perhaps a plug-in.
http://www.timesonline.co.uk/tol/news/environment/article616…

[4now]

Antwort auf Beitrag Nr.: 37.276.296 von 4now am 28.05.09 20:43:25

Great Western Minerals Group Provides Update on Steenkampskraal Project in South Africa
On Thursday May 28, 2009, 2:33 pm EDT
Great Western Minerals Group Ltd. (CDNX:GWG.V - News) (Other OTC:GWMGF.PK - News) ("GWMG" or the "Company") is pleased to provide an update with respect to the option agreement with Rare Earth Extraction Co. Ltd. ("Rareco") of Stellenbosch, South Africa, announced January 13, 2009, to refurbish, re-commission, and operate the currently abandoned Steenkampskraal underground mine in the Western Cape, South Africa.

The Company is pleased to report that the application for conversion of the Old Order Mining Right to a new mining license was submitted on time and has been receipted by the South African Department of Mineral and Energy Affairs ("DME"). Confirmation that the new permit application has been accepted ("Confirmation of Acceptance") from the DME is expected in due course.

The updated feasibility study, originally reported as expected at the end of Q1 2009, is in progress and will be delivered to GWMG when completed.

Under the terms of the agreement, GWMG has paid Rareco an initial payment of ZAR500,000 (approximately C$62,500). A second payment of ZAR500,000 will be made upon delivery, by Rareco, to GWMG, of the Confirmation of Acceptance from the DME and the updated feasibility study.

Subject to approval by GWMG of the updated feasibility study, the Confirmation of Acceptance, and other due diligence information to be provided by Rareco, GWMG and Rareco will negotiate a Supply Agreement under which 100% of the rare earth ore mined and processed will be made available, by Rareco, to GWMG, for a ten-year period, after which a new Supply Agreement can be negotiated.

With one of the highest historical in-situ grades in the world at 16.74% total rare earth oxide ("TREO"), the Steenkampskraal property is located approximately 70 km north of the town of Vanrhynsdorp, population 4,000, in the Western Cape Province of South Africa and is approximately 350 km north and west of Cape Town. Infrastructure is excellent, with access to the site by paved and gravel roads and close proximity to rail and sea-port; the governments are pro-development, and there is technical expertise available as well as a trainable work force. The mine originally operated through a subsidiary company of Anglo American Corporation from 1952 to 1963, making a monazite concentrate that was sold mostly for its thorium content rather than its rare earth content, and was the largest thorium source in the world during the years 1951 to 1963.

The existing Steenkampskraal Mining Licence covers 474 hectares. The mineral deposit is tabular in shape with a known strike length of 400m and has been traced down dip for 250m. The deposit also contains significant amounts of copper, gold and phosphate which could be recovered as by-products along with thorium. Very little exploration work has been done on the property and the deposit remains open along strike and at depth.

Jim Engdahl, President and CEO of Great Western Minerals Group said "We are pleased at the progress made to date in renewing the mining permit at Steenkampskraal and look forward to receiving the updated feasibility report. This project could be very important to GWMG in achieving early production of rare earths."

Gary Billingsley (C.A., P.Eng, P.Geo), Executive Chairman of Great Western Minerals Group is the Qualified Person responsible for reviewing the contents of this release.

Jim Engdahl, President

[4now]

Antwort auf Beitrag Nr.: 37.277.372 von 4now am 28.05.09 22:42:05

das südafrika projekt könnte mit seinen Gewinnen Hoidas finanzieren
wenn es schon ab 2011 REE liefert.
Interessant wär gewesen wer der Partner bei diesem Antrag auf eine Minen Lizenz ist weil in der ersten Meldung vom Jänner steht es wäre ein lokaler Partner erforderlich.
Wie immer wird nur spärlich berichtet...
http://www.gwmg.ca/media/news/2009/great-western-minerals-si…

[nicolani]

wollen einfach mal den ball flach halten, bei einem derart brisanten unternehmen geht der kurs von selber hoch, posaunt wird, wenn der kurs nicht mehr viel weiter steigen kann, vielleicht bei 2 bis 3 CAD

[4now]

Antwort auf Beitrag Nr.: 37.287.788 von nicolani am 30.05.09 10:50:11

da wir als einzige 4 deposits haben können wir auch über 4 berichten
Great Western Minerals Group Ltd.: First Phase of Exploration Completed on Benjamin River Rare Earth Project
On Monday June 1, 2009, 12:23 pm EDT
SASKATOON, SASKATCHEWAN--(MARKET WIRE)--Jun 1, 2009 -- Great Western Minerals Group Ltd. ("GWMG" or the "Company") (CDNX:GWG.V - News) (Other OTC:GWMGF.PK - News) is pleased to report that the first phase of exploration work is complete on its Benjamin River rare earth project in the province of New Brunswick.

The program consisted of 36 line-km of ground magnetic and VLF-EM geophysical surveys on 50m line spacing. The results were successful in delineating a geophysical anomaly approximately 1,200m long and up to 200m wide. The anomaly coincides with known exposures of an apatite-diopside-magnetite vein that previous surface sampling has confirmed contains significant rare earth mineralization in addition to phosphate and iron.

The Benjamin River property consists of 491 mineral claims covering approximately 10,380 hectares. The location of the project, near Bathurst, and the excellent infrastructure including rail, highways, power and ports enhances the economic aspects of the property.

As reported in the Company's news release dated January 7, 2009, assays from previous sampling of the vein material varied from 0.6% total rare earth oxide ("TREO") to 1.0 % TREO. The mineralization is significantly enriched in the "heavy" rare earth elements ("HREO", europium through lutetium) plus yttrium at 30% by proportion. The HREO are high value products that are critical to the manufacture of high-temperature magnets used in electric motors for a wide range of applications including hybrid vehicles and for phosphors used in LCD and plasma flat panel displays. In addition, the HREO are forecast to be in very short supply by 2013. Phosphate and iron oxide grades are also significant with samples assaying up to 18% P2O5 and 39% Fe2O3.

Under the terms of an option agreement announced on January 7, 2009, GWMG can earn a 100% interest in the property by a series of cash payments, share issuances, and the reservation of a 2% net smelter return royalty to the vendor.

Jim Engdahl, President and CEO of Great Western Minerals Group said "It is important that we continue work on our heavy rare earth-enriched projects while advancing our more advanced core rare earth projects. These are the elements that are most likely to be in short supply and are absolutely critical to many applications on which the world is becoming dependent".

Further exploration work on the property is planned and will be announced when underway.

John Pearson, MSc., P.Geo., Vice-President Exploration for GWMG, is the qualified person responsible for reviewing the contents of this news release.

Jim Engdahl, President

[4now]

Antwort auf Beitrag Nr.: 37.299.028 von 4now am 01.06.09 23:12:05

sogar in der financial times wissens plötzlich daß es rare earth gibt http://www.ft.com/cms/s/2/75fe65ce-4c4e-11de-a6c5-00144feabd…

[4now]

Antwort auf Beitrag Nr.: 37.277.696 von 4now am 29.05.09 00:03:09

http://www.ibtimes.com/articles/20090602/john-kaiser-the-rac…

wir werden zwar wie oft nicht erwähnt aber RE ist Thema

[4now]

Antwort auf Beitrag Nr.: 37.306.832 von 4now am 02.06.09 22:55:42

Industrial Minerals
Vietnam RE to supply Japan
05 June 2009
by Mike O'Driscoll
Chinese squeeze prompts Toyota Tsusho & Sojitz Vietnam rare earth j-v to supply Japan
Japanese trading companies Toyota Tsusho Corp. and Sojitz Corp., are to start a joint venture with
a Vietnamese government-run resource development company to develop the Dong Pao rare
earth deposits, in Phong Tho district, in Lai Chau province, about 280km north-west of Hanoi.
The joint venture will begin operations in 2011, supplying about 5,000 tpa RE minerals for 20
years. Toyota is expected to begin importing 4,000 tpa RE from 2010.
Although China has been Japan’s traditional primary source of RE supply for processing and end
product manufacturing, China is now closing its door to rare earth exports (see “China to cap rare
earths output” Online News 8 May 2009). It is thought that the project, when in production, will
supply some 25% of Japan’s RE demand.
The Dong Pao deposit was discovered in 1959 and evaluated by the Japanese in 2001. The
deposit hosts the RE mineral bastnaesite, enriched in light REE, and associated with fluorspar and
barytes mineralisation (proven and probable reserves of fluorspar, 1m. tonnes 33-80% CaF2, and
barytes, 2.88m. tonnes pf 6-41% BaSO4).
Some 60 RE ore bodies have been identified at Dong Pao and a possible reserve of the whole
deposit is 9.7m. tonnes REO. Ore body No.3 accounts for 90% of the deposit, and proven and
probable reserves have been estimated at 645,000 tonnes REO. Toyota Tsusho and Sojitz plan to
acquire 49% of the deposit rights.
Toyota Tsusho is affiliated to the car giant Toyoto Motor Corp. which has historically sourced 90%
of its RE requirements from China. However, Toyoto is now looking at Vietnam and India as RE
source alternatives.
To this end, Toyota acquired RE focused Tokyo trader, Wako Bussan Co. Ltd in December 2008,
and changed its name to Toyotsu Rare Earth Corp. Toyota is also working to evaluate world RE
resources through “broad collaborative efforts” with the National Institute of Advanced Industrial
Science and Technology, and the Japan Oil, Gas and Metals National Corp.
Toyotsu Rare Earth Corp. owns the right to purchase RE from India's state-run Indian Rare Earths
Ltd (IRE), which has mines and processing plants exploiting the RE mineral monazite, along with
titanium minerals and zircon, at Chavara, Kollam in Kerala, Manavalakurichi, Kanyakumari, in
Tamil Nadu, and Chatrapur, Ganjam, in Orissa.
IRE is planning major expansions to its plants throughout 2009; to 150,000 tpa at Manavalakurichi;
and to 500,000 tpa at Oscom. Monazite processing is expected to restart at Oscom in July 2009
(10,000 tpa).
RE such as lanthanum, cerium, and neodymium, are critical in the manufacture of permanent
magnets for products such as hybrid vehicle motors and computer hard disks. Demand for the
minerals is expected to continue growing.
The Vietnamese government is particularly keen to develop its mineral resources and no doubt
has welcomed recent Japanese interest in its significant RE resources

[4now]

Antwort auf Beitrag Nr.: 37.331.931 von 4now am 05.06.09 18:44:44

2010 Toyota Prius Takes Over as Bestselling Vehicle in Japan
http://rumors.automobilemag.com/6546216/green/2010-toyota-pr…

[4now]

Antwort auf Beitrag Nr.: 37.331.931 von 4now am 05.06.09 18:44:44

Toyota-Panasonic boosts hybrid battery production
By YURI KAGEYAMA , 06.05.09, 12:24 PM EDT
KOSAI, Japan -- The hybrid battery joint venture between Toyota and Panasonic is raising annual production at its Japanese plants to about a million by next year, officials said Friday.

Panasonic EV Energy Co., 60 percent owned by Toyota Motor Corp. ( TM - news - people ) and 40 percent by electronics maker Panasonic Corp., makes batteries for the new Prius hybrid, which has been a hit since rolling out last month, becoming the best-selling vehicle in Japan in May.
The company, based in Kosai, central Japan, already controls 80 percent of the global market in such auto batteries. It is building its third Japanese plant, in Miyazaki, southwestern Japan, which will be running by next year, said Masashi Otani, a general manager.

Panasonic EV made about 500,000 battery packs last year.

Officials said battery pack sizes vary with car models, but are counted by using the Prius battery pack as a standard unit.
company, founded in 1996, the year before the Prius went on sale, took until last year to reach cumulative sales of 2 million battery packs.

Panasonic EV does business with other companies, including Honda Motor Co. ( HMC - news - people ) and Chrysler LLC. But officials said its business with General Motors Corp. ( GMGMQ.PK - news - people ) tapered off to zero because of the U.S. automaker's financial woes.

Panasonic is also acquiring Japanese rival Sanyo Electric Co., and the combination is likely to be a plus, according Eric Lee, a Barclays ( BCS - news - people ) Capital analyst in Tokyo.

Panasonic through its Toyota joint venture could eventually account for nearly 90 percent of nickel-metal hydride batteries, currently used in Prius cars, and about 35 percent to 40 percent of lithium-ion batteries, planned for Toyota's plug-in hybrid available in limited numbers later this year, he said a report this week.

"If the Sanyo-Panasonic transaction is completed, the new combined entity could potentially become the most active major Japanese consumer electronics company in automotive battery technology," the report said.

But technological hurdles remain.

Toyota Managing Officer Koei Saga acknowledged concerns about lithium-ion batteries overheating in laptop computers, which resulted in millions being recalled globally in recent years.

"We don't want the kind of troubles that happened with PCs," he told reporters.

Two teams at Panasonic EV are working on next-generation lithium-ion batteries, and the company will market the product from the team that comes up with a winner, officials said, while declining to go into details.

[4now]

Antwort auf Beitrag Nr.: 37.332.668 von 4now am 05.06.09 20:16:03

Hab gerade etwas zum Steenkampskraal Gestein gefunden.
Die 600ppm Uran sind auch nicht grad wenig


Monazite is an important economic source of thorium, the rare-earth elements and uranium. This and its chemically inert nature has led to speculation that artificial phosphate-based matrices similar in composition to monazite may prove useful as wasteforms for high-level radioactive waste. In order to assess the long-term degradation behaviour of monazite, an integrated geological, hydrogeological and mineralogical study was undertaken at the Steenkampskraal monazite mine, South Africa. Steenkampskraal is among the richest monazite ore bodies in the world comprising up to 45 weight % rare-earth oxides, 8.8% thorium oxides and 600 ppm uranium. Optical and electron-microprobe analyses of the ore reveal distinctive alteration patterns with uranium appearing to be lost preferentially. The heavy rare earths are also preferentially removed from the ore, giving rise to a marked fractionation in altered grains. Thorium, although leached, is re-concentrated together with the heavier rare-earth elements in microcrystalline silicate and oxide alteration products within the host rock. The implications for waste encapsulation are discussed from the perspective of potential groundwater transport away from the source.

[4now]

Antwort auf Beitrag Nr.: 37.338.195 von 4now am 07.06.09 14:50:53

http://www.rockscape.org/?p=6
hier gibts auch ein Bild und eine Beschreibung der Mine

[Fritz77]

Antwort auf Beitrag Nr.: 37.338.195 von 4now am 07.06.09 14:50:53

Hi 4now

Eine ganz interessante Lektüre die Beschreibung der Mine und der REO Gehalt macht auf mich als Laien großen Eindruck, müsste nur noch eine Nachfrage nach Thorium am entstehen sein, nur die 0,6kg/t Uran scheint mir eher Verunreinigungscharakter zu haben, aber ich bin da nur wenig erfahren.

Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.346.563 von Fritz77 am 08.06.09 19:51:12

Hallo Fritz!
Nachträglich noch der link
http://eurjmin.geoscienceworld.org/cgi/content/abstract/14/3…
Ich hab schon von einigen Uran Explorern gelesen die auch nicht mehr ppm als die 600 haben. Fürn Beiprodukt ganz nett.
Hoffe sie machen da bald ein Bohrloch auf 500m runter damit wir wissen wieviel da insgesamt zu erwarten ist.
Der news vom 13 Jänner entnehme ich daß es bereits Interessenten fürs Thorium gibt. Das in Beton gebunden wird aus dem es dann bei Bedarf wieder ausgelöst wird.
Ich glaub solche Geschichten läßt man sich nicht nebenbei einfallen um nette News zu produzieren. Ich teile also dein Interesse.
gruß 4now

Another positive attribute of a mining operation at Steenkampskraal, is that the thorium content (with an historic in-situ grade of 2.5%) may provide an attractive byproduct from the operation. Rareco has received expressions of interest from third parties in recovering the thorium from the operation. Using existing proven technology, Rareco believes that it can extract the thorium during the production of the final mixed rare earth chloride concentrate to meet any and all customer and environmental requirements. According to current plans, the extracted thorium will be mixed with concrete and stored in designated areas within the underground mine. The thorium can then be recovered through a simple acid digestion process if, as and when required.

[Fritz77]

Antwort auf Beitrag Nr.: 37.348.798 von 4now am 09.06.09 00:07:05

Hi 4now

Auf mich macht das den Eindruck das man das Thorium erst mal in einen gut lagerbaren und später leicht rückgewinnbaren Zustand versetzt, deutet für mich aber noch auf keinen potentiellen Abnehmer hin sofern ich nicht was überlesen habe.

the average in-situ grade is 16.74% total rare earth oxide und dann noch the in-situ rock also grades 0.8% Cu, 0.5g/t Au and 6.0g/t Ag beeindruckt zumindest mich bereits in einem ausreichendem Maße.
An Beiprodukten scheint es hier nicht zu mangeln.

Gruß und danke für deine umfassenden Recherchen.

Fritz

[4now]

Antwort auf Beitrag Nr.: 37.350.021 von Fritz77 am 09.06.09 10:03:53

Hallo Fritz!
ich bin bemüht aber auch nur Laie.

interesse von dritten ist gegeben:
Rareco has received expressions of interest from third parties in recovering the thorium

andere Frage wieviel ist das Thorium wert ?
gruß 4now

[4now]

Antwort auf Beitrag Nr.: 37.350.021 von Fritz77 am 09.06.09 10:03:53

aber ich vermute das Gold ist halt von der Gesteinsmenge her zu wenig das gleiche gilt wahrscheinlich beim Uran
weil enns eine flächige Lagerstätte wär wären die 600ppm viel
bei solch schlotartigen Lagerstätten gibts zumindest in Canada welche die auch ein paar volle% Uran haben.

[Fritz77]

Antwort auf Beitrag Nr.: 37.356.103 von 4now am 09.06.09 19:14:20

Hi 4now
Von Geologie habe ich wenig Ahnung von daher kann ich leider nicht beurteilen ob eine recouvery lohnt, nur 0,8% Kupfer sind immerhin 8 Kg/t.
Der Thoriumpreis scheint schwer ermittelbar, da habe ich bis jetzt nur eine Passage von Jack Lifton gefunden die eben genau das besagt.

The problem with predicting the prices of thorium and the rare earth metals is that you need a base from which to start. There is no exchange on which one can trade these metals, which means simply that all purchases and sales of thorium and rare earth metals are by negotiation. This means, as with the case of any item that is not traded on an exchange, that the prices of the metals are not at all transparent. They are not readily found or guaranteed, so that you cannot manage the risk of price volatility in these metals by simply buying an option contract guaranteeing the delivery of a specific amount at a specific time in the future at a price fixed now.

Quelle:http://www.cs-re.org.cn/rebbs/viewthread.php?tid=387
Dieser Artikel enthält dann noch einen Link zu einer pdf mit älteren Thoriumpreisen.
http://minerals.usgs.gov/minerals/pubs/commodity/thorium/mcs…
Vielleicht finde ich ja noch was.

Gruß Fritz

[Fritz77]

Antwort auf Beitrag Nr.: 37.356.072 von 4now am 09.06.09 19:11:28

Hallo 4now

Bei vermehrter Verwendung von Thoriums scheint ein starker Preisverfall vorprogrammiert.

Today, thorium is relatively expensive - about $5,000 per kilogram. However, this is only because of there is currently little demand for thorium, so as a specialty metal, it is expensive. But there is 4 times as much thorium in the earth’s crust as there is uranium, and uranium is only $40/kg. If thorium starts to be mined en masse, its cost could drop to as low as $10/kg. This factor-of-500 reduction in cost would be similar to the reduction in cost that electricity experienced throughout this century, only compressed into a few years.

http://www.thorium.tv/en/thorium_costs/thorium_costs.php
Ob es stimmt??
Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.357.720 von Fritz77 am 09.06.09 21:38:16

ich glaub nur so en masse wirds nicht innerhalb der nächsten 15jahre abgebaut werden. Und wenns abgebaut wird dann wohl zuerst mal aufgrund einer vermehrten Nachfrage. Daß es dann so schnell von 5000 auf 10 fällt würd eine massive Überproduktion erfordern.
Hmm. Ich kenn nur die private http://www.thoriumenergy.com/die eine sehr große Lagerstätte hat inklusive REE.
Hier steht etwas von 200USD/kg thorium oxide in 2007
http://minerals.usgs.gov/minerals/pubs/commodity/thorium/myb…
The Last Chance claims in Lemhi Pass, ID, are held by Thorium Energy and have an average concentration of 0.39% thorium oxide and 0.33% rare-earth oxide and a measured reserve of 16,425 t of ore containing 194 t of thorium oxide and 153 t of rare-earth oxide. Measured and indicated reserves are 582,000 t of ore and an additional inferred reserve of 330,000 t or ore. Total reserves of the Last Chance vein deposit are 915,000 t of ore containing 3,579 t of thorium oxide and 2,977 t of rare-earth oxide (Reed, 2007).

Zumindest % mäßig machen mir die keine Sorgen.

gruß 4now

[Fritz77]

Antwort auf Beitrag Nr.: 37.358.431 von 4now am 09.06.09 22:40:24

Hi 4now

Da deutet auch nichts auf so einen massenhaften Abbau hin und sollte der mal aufgrund erhöhter Nachfrage vorhanden sein wird er wohl gerade deshalb auch nicht so tief sinken.
Ich glaube man hat hier einfach einen Preis für Uran von 40$ durch das viermal höhere Verkommen von Thorium weltweit dividiert.

Die Preisangabe mit den 200US$ scheint auch mir realistischer, auch wenn das sehr viel Geld wäre bei diesen Gehalten.
Im Endeffekt wird das aber sowieso durch einen Liefervertrag geregelt werden, wie von Lifton angedeutet sofern man sich einigt.

Gruß Fritz

[Fritz77]

Hi 4now

Beim Thorium wäre es auch interessant zu erfahren wohin man es verkaufen will, ich dachte zuerst das wird wohl für den zukünftigen Reaktor in Südafrika bestimmt sein, der scheint aber vor dem Aus zu stehen.
http://www.linksnet.de/de/artikel/24347

Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.361.628 von Fritz77 am 10.06.09 11:56:30

hi fritz
zumindest haben diese Ereignisse zwischen Jänner und März
stattgefunden und da trotzdem weitere Schritte von GWMG am Projekt erfolgt sind dürfte es keinen Zusammenhang mit unserem Projekt und unserem Interessenten geben.
Soviel ich weis gibt es auch russische (Thorium Power) und indische Thorium Projekte.
Jedenfalls wenn so ein Projekt Radioaktivität abgibt bin ich dafür es zuzusperren. Westinghouse und Konsorten werden aber immer weiter machen egal was es kostet...
Steenskampskraal ist vorallem das REE Projekt.
Vielleicht mach ich noch eine Anfrage bei GWMG aber den Interessenten werdens mit nicht sagen wollen.
gruß 4now

[Fritz77]

Antwort auf Beitrag Nr.: 37.366.366 von 4now am 10.06.09 19:23:20

Hi 4now

Vorrangig ist es auf jeden Fall ein REE Projekt und der Rest sind nur Gedanken, wir können ja auch froh sein das es einen Interessenten gibt.

Sofern man die Technologie nicht im Griff hat soll man es auch meiner Meinung nach bleiben lassen.
Mir hat die Thorium Reaktor Idee bis jetzt sehr gut gefallen, da ich sie für ziemlich sicher gehalten habe, ich muss mich da noch weiter informieren und einlesen.

Die Auskunft wer der Interessent ist wird imo von GWG sicher nicht so leicht erteilt, wenn man das offiziell hätte bekanntgeben wollen wäre es meiner Meinung nach schon in der News geschehen.

Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.366.563 von Fritz77 am 10.06.09 19:40:07

June 11 (Reuters) - The European Union and the United States plan to take action against China at the World Trade Organisation over export restrictions on around 20 industrial raw materials, EU and industry sources said.

The EU and United States say China has continued to restrict exports of raw materials used in steel, semiconductors, aircraft and other products despite Beijing's pledge to eliminate taxes and charges on exports when it joined the WTO in 2001.

Included in the materials expected to be covered by the case is a range of strategic minor metals, used in applications such as alloys, ceramics, mobile phones and light bulbs.

Some of these metals come from a limited range of sources and their supply can be vulnerable to interruption.

Here are the key uses of some of the listed materials:


ANTIMONY

....
RARE EARTHS

A group of 17 elements in the periodic table, isolated from uncommon minerals which tend to be difficult to mine -- making the rare earth elements relatively expensive. They include europium, ytterbium, lanthanum, samarium and erbium.

.....
http://www.forexyard.com/en/reuters_inner.tpl?action=2009-06…

[4now]

Antwort auf Beitrag Nr.: 37.366.563 von Fritz77 am 10.06.09 19:40:07

http://www.q1publishing.com/dispatch/336/Investment-Informat…something big ?

[4now]

Antwort auf Beitrag Nr.: 37.366.563 von Fritz77 am 10.06.09 19:40:07

china_tomorrows superpower
http://www.sovereignsociety.com/2009Archives1stHalf/060909To…

[Fritz77]

Antwort auf Beitrag Nr.: 37.376.810 von 4now am 11.06.09 22:33:11

Hi 4now

Die sinnvollste Aktion für die Amerikaner und Europa wäre meiner Meinung nach sich Rohstoffe außerhalb von China zu sichern um sich hier nicht auf lange Sicht in eine sehr einseitige Abhängigkeit zu begeben.

Gruß Fritz

[Fritz77]

Antwort auf Beitrag Nr.: 37.376.830 von 4now am 11.06.09 22:37:04

Interessante Geschichte die du da präsentierst, nur ist meiner Meinung nach das Fehlen von Aufmerksamkeit noch kein Garant für Erfolg.
Es ist aber auch meiner Meinung nach nur eine Frage der Zeit bis wieder mehr Kapital in den Minensektor gesteckt wird, da es in vielen Bereichen schlicht und einfach um die Versorgungskette geht.

Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.377.181 von Fritz77 am 12.06.09 00:07:15

Hallo Fritz !
interessant finde ich daß sie bezüglich Rare Earth die WTO bemühen wollen. Ist eine der ersten offiziellen Reaktionen auf die Verknappung durch China. Wenn ich mir anschaue wieviele Artikel es zu diesem Thema zuletzt gab..tut sich schon was. Akut ist das alles geworden weil Obama die Green Economy ausgerufen hat. Jetzt gehts tatsächlich in diese Richtung. Ohne REE ist da nix und China wird nicht nur nicht mehr liefern wollen sondern auch nicht können.
Weil die haben sich selbst Grüne Ziele gesetzt. Auch wenn wir schon länger mit dem Rare Earth Thema vertraut sind, es geht erst jetzt los. Und wird auch jenseits von 2020 noch wachsen. Alle Deposits werden gebraucht und erschlossen werden.
gruß 4now

[4now]

http://washingtonindependent.com/46628/national-security-and…
hier steht noch mehr zur WTO
http://www.guardian.co.uk/business/feedarticle/8553144

[Fritz77]

Antwort auf Beitrag Nr.: 37.377.283 von 4now am 12.06.09 00:50:19

Hi 4now

Die Reaktion ist interessant, aber imo nicht zielführend.
Ich denke da jetzt an Lynas, da war man in Europa nicht bereit trotz vorheriger Abmachungen, das Projekt voranzutreiben, ergo erscheinen die Chinesen, sichern sich u.a. durch die Beteiligung bei Lynas die weitere Vorherrschaft bei REO.

China ist durch die Schwäche der USA und von Europa gezwungen die Entwicklungen im eigenen Land voranzutreiben, womit ich andeuten will das sich die USA nicht mal mehr die "geschenkten" Waren durch China leisten können, womit ich sagen will das die seit langem mit chinesischem Geld bezahlt werden und nun ist man in China gezwungen das Wachstum in eigenen Land zu fördern, damit die Maschine nicht zum Stillstand kommt und das umfasst eben auch eine Orientierung hin zu einer teilweise autarkeren Energieversorgung durch momentan Solarprojekte und vorwiegend Windparks, soweit ich hier informiert bin und das Ziel eine Vorreiterrolle bei Elektroautos zu spielen.
In China wird es zwar noch viel schlimmer sein als hier, aber wir werden doch tagtäglich mit feigen und faulen politischen Kompromissen verarscht, nur nichts wirklich vorantreiben, sondern immer nur den Anschein erwecken das man etwas vorantreibt.
Durch die eigene Untätigkeit gibt es auch kaum einen Ausweg, ein Beispiel ist die Abwrackprämie, die nur für den Neukauf eines Hybrid, oder besser Elektroautos bezahlt werden sollte, nur damit würde die heimische Industrie nicht gefördert, weil hier aus Gier nach dem Verkauf des Öls und dem Verkauf von Ersatzteilen und dem Geschäft mit teuren Reparaturen, von denen es bei Elektroautos viel weniger geben wird die Technologie nicht weit genug entwickelt ist.
Natürlich hat man es dadurch auch verabsäumt sich die notwendigen Rohstoffe in ausreichender Menge für die Zukunft zu sichern und jetzt geht man jammern weil China die langsam aber sicher selber benötigt.
Welch ein Glück das es wenigstens jetzt nicht nur erkannt und ignoriert wird, sondern man beginnt sich zu überlegen wie man sich diese Rohstoffe sichern kann.
Anstatt einen Konzern wie Opel zu retten, was für ein Fehler diese ganzen Rettungen hätte man auch schon die zukünftige Rohstoffversorgung mit diesem Geld sichern können und damit bei weitem mehr zukünftige Arbeitsplätze sichern können, als dadurch in der Autoindustrie für zukünftige Überkapazitäten zu sorgen.
Doch um auf den Punkt zu kommen ich denke auch das die momentan in Entwicklung stehenden Projekte alle benötigt werden und sich das alles erst nach und nach entwickelt.

Gruß Fritz

[nicolani]

http://cxa.marketwatch.com/TSX/en/Market/article.aspx?guid=h…

[4now]

Antwort auf Beitrag Nr.: 37.394.043 von nicolani am 15.06.09 15:17:07

die die an Molycorp shares kommen wollten sind jetzt natürlich enttäuscht. Mir ists aber recht weil wir eh selber genug gute deposits haben und die gewonnenen RE dann auch selbst verarbeiten können.
Wenn wir eine andere Finanzierung aufstellen können brauchen wir Molycorp nicht. Kontakte haben wir selber auch.
Und daß die deposits selbst für Molycorp interessant waren
läßt sich auch an der heutigen Meldung schließen die da sagt daß nicht nur wegen GWTI und LCM sondern auch wegen zweier Deposits verhandelt wurde.
Also ich kann gut damit leben ...brauch mir jetzt keine Sorgen mehr machen daß ich vorzeitig rausgeworfen werde.

[4now]

Antwort auf Beitrag Nr.: 37.394.043 von nicolani am 15.06.09 15:17:07

Victor Goncalves' Green Energy Report

Alternative energy...becoming a little less alternative.

Over the years things like hybrid vehicles have gone from kooky concept to a common day commuter. It's success isn't because it is a car that gets super gas mileage, in fact it's mileage doesn't exceed that of a conventional clean diesel engine by much. Also, it has many fancy and expensive parts that mark up the price of the vehicle a good 10,000 dollars more that an average straight gasoline engine in its class. So why are they so popular? It is because more and more people are looking to do the right thing and make a difference when it comes to the environment, even if it costs a little more up front.

Even though these hybrid vehicles are a little primitive in their ability to deliver amazing fuel economy, they are a good start and are improving leaps and bounds every time a new one comes out.



The following components contain these respective Rare Earths:

The electric motor uses: Neodymium and Praseodymium and to a lesser extent, Terbium and Dysprosium

In the batteries: Lanthanum, and to a lesser extent Cerium, Praseodymium, and Neodymium

In the regenerative breaking system: Neodymium and Praseodymium, and to a lesser extent, Terbium and Dysprosium.

The amount of rare earths that go into the battery is about 75-80% of the total amount of rare earths that go into the car. That makes for one heavy battery...at about 40 pounds.

The next question that comes up is why does a hybrid car cost so much more than a regular car? The big price difference is in the added technology which contains light and heavy rare earth elements that aren't exactly cheap.

Neodymium = 5.1/kg or $11.2/lb
Praseodymium = 5/kg or $11/lb
Dysprosium. = 40.3/kg or $84.6/lb
Terbium = 136.6/kg or $320/lb
Lanthanum = 2/kg or $4.4/lb
Cerium = 1.2/kg or $2.70/lb

As we know it, the batteries are about 80% of the Rare Earth consumption of a hybrid. The main component of the battery, Lanthanum only costs 2 dollars per Kg or about 4.4 dollars per pound. The lesser components cost 11.2 dollars per pound for Neodymium and 2.4 dollars per pound for Cerium. This means that the battery carries about 30 pounds if lanthanum costs 125 dollars, and the rest of the battery costs about 65 dollars. So the battery alone has 200 dollars worth of Rare Earths.

There's probably another 10 pounds of Terbium and Dysprosium which cost 320 dollars per pound and 85 dollar per pounds respectively. This should add up to about 1500 dollars worth of metals for a total of 1700 dollars per vehicle. Where does the rest of the price premium come from? We can probably chalk that up to intellectual rights as well as a premium to accelerate the cost recuperation process.

One thing to consider is that as economies of scale become more efficient the cost of building these parts will go down. That being said, I'm not sure consumers will notice the difference when signing the paperwork for the purchase of their new vehicle. The price of Rare Earths is most likely to continue to increase as the demand for hybrids balloons in size. As it stands now there are about 250,000 hybrid cars on the road. This when transposed into demand for rare earths represents about 6.5% of the rare earth market.

In the coming years, the number or hybrid vehicles on the road should increase 12 fold to 3 million vehicles or more, just over 20% of the total market for vehicles. What this will do the rare earth market is quite remarkable. If you assume a constant rate of growth for all other applications for rare earths, the demand will double and the percentage of the demand dedicated to the automotive industry will go from 6.5% to around 50%. This is a staggering rate of growth and is occurring in a market that is basically a necessity for most people, a car.

As I mentioned earlier, these hybrids, which the Toyota Prius is synonymous for still have a long way to go before they become truly an efficient vehicle. After all, the EPA highway rating for a Prius is only about 45 mpg where as or a 2009 VW Jetta TDI, gets around 50. I have read many accounts of people habitually get 58+ mpg's (miles per gallon). Granted, city driving the hybrid is still better. The point is that there are many improvements still to be made. For example, the VW polo that Europeans enjoy gets a whopping 90-100 mpg’s. That is because it is a hybrid Diesel. A combination of efficient technology with the most efficient fuel should be the wave of the future.

One of the technological break-through that is still to come with respect to the automotive industry is in the batteries. The Nickel batteries are a bit of a handicap when you consider that the entire electronics industry when to lithium because lithium holds a charge for several times longer than nickel batteries. Vanadium is in that same category when it comes to the ability to hold a charge for a long time but isn't nearly as commercially used. The shift from Nickel to Lithium and or Vanadium is a change that is coming down the road for the auto industry that should improve the efficiency of these vehicles by a good stretch.

Of course everyone wants to know how to profit from this boom. I was a speaker at a show recently and was asked a surprising number of times about battery companies. These companies will stand to make money as the price of the batteries will be marked up by some margin. The problem however is that the consumer is only willing to pay so much. When the price of the inputs reaches a certain level, the end product producers will to maintaining the price in order to sell product, thus lowering their margins. That is my issue with end users such as battery makers and car companies.

The beneficiaries of this kind or boom will be the producers (mining companies). Given the fact that China controls 90-95% of the rare earth market and wants to internalize its production by restricting exports to the rest of the world, the price is set to increase for the category of metal making exploring and mining these deposits very attractive. If we look at a world class deposit such as Avalon's (T.AVL) Thor Lake which has incredible Heavy Rare Earth concentrations and tremendous size to the project, this company should become what Barrick (T.ABX) is to gold or what Microsoft (MSFT) is to computers. So at 1.80/share and a market cap of about 150 million dollars, it looks fairly undervalued. There are other fantastic advanced projects such as Rare Earth Elements (V.RES). There are a rising number of exploration companies such as Galahad Metals (V.GAX), Matamec (V.MAT) which have show some very encouraging initial results of both light and heavy rare earths, and there will be many more coming up as we get to a mania stage of the rare earth market. This mania phase is probably sill 6-12 months out, but it is good to be well positioned for it well in advance.

The lithium market isn't fundamentally as strong as the rare earth market, but neither was the coal market when the price of coal went from 40 dollars to about 150 dollars. There is a large amount of lithium in the ground, the issue is bringing it to market, IE mining it fast enough. That will also create a mania in this market, probably not to the extent of the rare earth market but none the less, it will be impressive. Western Lithium's (V.WLC) Nevada Kings Valley project is truly impressive and has a strong possibility in becoming a significant source of lithium. The historical numbers show 11 million tonnes of Lithium Carbonate equivalent. Channel Resources (V.CHU) has an interesting brine type deposit with a historical 2.7 million tonne Lithium Carbonate Equivalent deposit. Like these there are others. A vanadium project of note is Apella's (V.APA) Lac Dore and Iron-T vanadium projects are significant is size and grade.

If you are looking for the next mania in any market it will be the green sector and it will be kicked off by the auto industry's uses of metals such as Rare Earths, Lithium and Vanadium and it is coming sooner than you might think.

[4now]

Antwort auf Beitrag Nr.: 37.397.668 von 4now am 15.06.09 21:35:04

was molycorp dazu sagt
Molycorp Minerals LLC said Monday it has backed away from a bid for the assets of Great Western Minerals Group Ltd., saying the two companies could not agree on terms.

Greenwood Village-based Molycorp, a rare-earth mining company, said it has ended talks with Saskatoon, Saskatchewan-based Great Western over the proposed deal and has allowed a letter of intent to expire.

Molycorp said it had sought either Great Western’s assets or a controlling interest in the exploration company.

“After several failed attempts to structure a deal with Great Western, it became clear that we would not be able to reach agreement on terms acceptable to both parties,” Mark Smith, CEO of Molycorp, said in a statement.

“While a transaction with Great Western would have been expedient, we already had plans in place to add manufacturing capabilities for rare earth alloys and powders before we were approached by Great Western,” Smith added. “We will simply move forward with those original plans on our original time table.”

Great Western confirmed the deal’s demise in its own statement.

“After careful consideration, we did not feel that the direction in which we were heading with Molycorp was in the best interests of our shareholders,” said Jim Engdahl, Great Western’s president and CEO.

The Canadian company said it is “continuing discussions with third parties that have indicated an interest in strategic relationships.”

Molycorp Minerals LLC is the result of a 2008 sale by Englewood-based Chevron Mining Co., a unit of San Ramon, Calif.-based Chevron Corp. (NYSE: CVX), of its rare-earth mining operation at Mountain Pass, Calif., to a venture controlled by several investment firms

[Fritz77]

Antwort auf Beitrag Nr.: 37.405.678 von 4now am 16.06.09 20:37:33

Hi 4now

Jetzt wäre es halt sehr wichtig das man bei GWG auch bald die neuen Pläne etwas konkretisiert verlautbart, es wurde ja schon bei den Verhandlungsschwierigkeiten über die Million mit Molycorp verlautbart das man auch mit anderen Parteien in Verhandlung steht.

Ich habe das letzte Ereignis ja leider ein wenig verpasst, sonst wäre ich sofort raus und später wieder rein, ein paar Stücke mehr hätten mir ganz gut gefallen, nun ist mir das aber schon wieder zu riskant, da ist ja doch schon einiges gebröckelt.

Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.416.860 von Fritz77 am 18.06.09 10:42:00

Hi Fritz!
meine Vermutung ist daß die warrants deren Bezugskurs vor kurzem runter gesetzt wurden (ich glaub so auf .12 und .15Cad nachschauen mag ich nicht)
sollten als wir über .20 waren ausgeübt worden sein
das dürfte wieder etwas Geld in die Kassa gebracht haben.
Weshalb sie es sich leisten konnten zu Molycorp s wohl schlechtem Angebot Nein zu sagen. Da es derzeit einige Aufmerksamkeit im RE Markt gibt halte ich es schon für glaubhaft daß sie Interessenten haben, hatten sie angeblich immer daß hatten sie auch in den emails mehrmals bestätigt (auch von den chinesen).
Ich denke aber es ist so wie im letzten eingestellten email geschrieben: am liebsten hätten sie gern eine Vereinbarung mit Toyota oder anderen Japanern dafür brauchen sie aber Zeit.
Mit einem fertigen PEAR würden sie sich jedenfalls leichter tun.
Die letzte Bilanz sieht man auf sedar
http://www.sedar.com/DisplayCompanyDocuments.do?lang=EN&issu… vom 26Mai.
Ich finds prima wenn wir selbstständig bleiben.
gruß 4now

[Fritz77]

Antwort auf Beitrag Nr.: 37.421.625 von 4now am 18.06.09 19:06:18

Hi 4now

Ich würde das sehr begrüßen wenn ein wenig frisches Geld in die Kasse gebracht wurde, denke da muss dann aber auch auf Sedar ein Report darüber erscheinen.
Mir hätte die Molycorp Lösung deshalb gefallen weil damit in momentan etwas schwierigen Zeiten das Finanzproblem aus der Welt geschafft worden wäre, nur wenn das Angebot nicht gestimmt hat ist das sicher so der bessere Weg, wenn sich GWG verschenkt hätte wäre auch nichts gewonnen.
Eine Vereinbarung mit Toyota, das würde wohl auch für die nötige Bonität sorgen, zumindest kann ich mir das vorstellen.
Das mit dem Pear verstehe ich nicht, meintest du Peer? Dann verstehe ich es aber immer noch nicht;-)
Das filing habe ich erst mal nur überflogen, immerhin sorgt wenigstens GWTI für Einnahmen.
So wie die Lage jetzt aussieht bin jetzt auch ich für die Selbstständigkeit.

Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.421.625 von 4now am 18.06.09 19:06:18

Preliminary Economic Assessment Report
fürs Hoidas Lake Deposit.
Die Australier nennen das etwas anders und der Inhalt ist auch etwas anders, ist aber auch da die Stufe
bevor man sich an die BFS macht.

Mit dem notwendigen Sedarreport hast wohl recht aber da gibts bestimmt Fristen.
Ich denk übrigens nicht ans Verkaufen obs jetzt rauf oder runter geht. Dazu mein ich zuviel zu wissen.
+gruß 4now

[Fritz77]

Antwort auf Beitrag Nr.: 37.422.780 von 4now am 18.06.09 21:22:33

Hi 4now

Danke für die Auskunft, jetzt verstehe ich dich, da wird wohl auch kein Weg daran vorbei führen, ob GWG nun einen fairen Preis erzielen will, oder aber auch um das Projekt selbst voranzutreiben.

Was mich ein wenig schreckt ist das wir wohl noch einiges an Geld auf dem Weg brauchen werden und ich habe diesen Prozess gerade vor kurzem als ziemlich schmerzhaft im Depot miterlebt.

Jetzt denke ich auch nicht mehr ans verkaufen, nur hatte sich eben kurzfristig bei mir die Gelegenheit für interessante Überlegungen ergeben wie etwa ein Drittel verkaufen und dabei den Einsatz wieder raus, oder aber bei der letzten News war mir eigentlich klar das es kurzfristig nur zu einer Korrektur kommen kann, also ganz raus und wieder rein, habe ich verpasst und die Überlegungen sind jetzt erst mal Geschichte.

Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.423.203 von Fritz77 am 18.06.09 22:13:57

Hi Fritz!
ich glaub aber nicht daß die termination des molycorp LOI
der alleinige Grund für die Korrektur war sondern mehr der starke anstieg zuvor, die Bewertung ist ja sowieso lächerlich mit und ohne Kapitalerhöhungen. irgendwann kommt der PEAR und die BFS wird nicht sehr lang brauchen weil vieles schon im Pear geklärt wird was andere erst nachher machen. Das ist jedenfalls mein Eindruck
und war auch aus den bisherigen Ablaufprognosen so rauszulesen.
(die allerdings alle überholt sind)
gruß 4now

[Fritz77]

Antwort auf Beitrag Nr.: 37.423.696 von 4now am 18.06.09 23:41:33

Hi 4now

Hoffe auch das das so ist mit dem PEA und der folgenden bankable.
Das mit der Korrektur sehe ich nicht so, hätte es eine Ankündigung gegeben das man hier eine Einigung zu vollsten Gunsten der GWG Aktionäre mit Molycorp so gut wie erreicht hat wäre meiner Meinung nach mindestens die Korrektur ausgeblieben.

Die Unterbewertung von der du sprichst ist meiner Ansicht nach halt gerade auch das Problem und nicht nur die Chance aus dem einfachen das man Kapital benötigt, oder zumindest im Falle der Ausübung der Optionen die nur unter stärkerer als angedachter Verwässerung stattfinden musste dennoch bald benötigen wird.

Das ist der Grund warum ich sofern Molycorp hätte wie es aussieht GWG nicht über den Tisch ziehen wollen hier für eine Einigung gewesen wäre und jetzt darauf hoffe das man bald einen weiteren Partner erwähnt, damit der Kurs weiter nach oben kann, sonst wird auf Dauer der Kuchen in sehr viele Teile geteilt.

Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.425.102 von Fritz77 am 19.06.09 10:21:28

Hi Fritz, bezüglich Korrektur hast wohl recht.

kennst du die "Berechnungen" vom User wwwater auf http://www.stockhouse.com/Bullboards/MessageDetail.aspx?p=0&… leider schlecht lesbar
aber er hat lesbarere Versionen zuvor eingestellt die sind aber nicht mehr zugängig.

allein für Hoidas hat er allein fur die mine bis zu 100CAD Aktienkurs errechnet. Das ganze noch ohne Weiterverarbeitung zu
Metallen oder Pulvern die das 6-20fache abwerfen und auch ohne die anderen Deposits.
Wennst jetzt mal annimmst daß es zu einer Verwässerung um das 10 fache kommt sinds immer noch 10CAD+andere Deposits+ Weiterverarbeitung+eventueller RE Hype.
Also mir reicht das :-)und Verwässerung ist mir schnuppe.
Die Green Economy kommt, der RE Boom kommt und die 10CAD+ kommen.
ob 2010 oder 2014 ist mir auch schnuppe ich bin drin und nix bringt mich freiwillig raus.
gruß +süße Träume
4now

[Fritz77]

Antwort auf Beitrag Nr.: 37.430.229 von 4now am 19.06.09 19:35:44

Hi 4now

Habe mir das Posting ausgedruckt um es lesen zu können.
Ich bin nur ehrlich gesagt zu wenig eingearbeitet um die Qualität der Berechnung zu beurteilen, vorsichtshalber halte ich meine jetzt aber auch mal ganz sicher bis ich mich weiter informiert habe, auf jeden Fall sind die blanken Zahlen sehr beeindruckend.
Da wäre es halt wirklich eine feine Sache bald eine PFS bzw PEA lesen zu können und dadurch das Ganze übersichtlich präsentiert zu bekommen.
An den eventuellen Jahren des Wartens wird es bei mir auch nicht scheitern, die Zeit habe ich auch noch, auch wenn ich inzwischen die Erfahrung gemacht habe das das ganz schön an der Substanz zerren kann wenn man sich ernsthaft mit einer Firma zu beschäftigen versucht und wartet und wartet und wartet, nur wenn es lohnt;-)
Hast du vielleicht im Kopf bis wann es in etwa den PEA Report geben soll?
Ich habe sie mir anfangs ja nur wegen REO als Metalle für Zukunftstechnologien gekauft und weil ich der Meinung war sie müssten bald drehen, da kam mir dann der LOI von Molycorp ganz recht.Jetzt interessiert es mich aber langsam doch etwas mehr.

Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.431.268 von Fritz77 am 19.06.09 21:59:32

Hi Fritz
Also ich bin ja auch kein Berechnungsprofi, trotzdem sehe ich seine Berechnung mal als ok an weils auf +-30% nicht ankommt bei den Dimensionen. Selbst wenn man die LOW Werte nimmt
die Beiprodukte weg läßt und sich eine Riesenverwässerung dazudenkt
kommen dann immer noch Riesenzahlen raus. Die 45Jahre Reserve müssen auch erst belegt werden der Billingsley hat mir aber mal ein Email geschrieben daß er sich sicher ist 100Jahre zu haben aber nicht mehr nachweisen will weil das im jetzigen Stadium nur Kosten verursacht und nichts bringt.
Der Value/t könnte auch wesentlich höher werden aufgrund des Optical Filtersystems (Quemscan), und die RE Preise werden wohl auch noch steigen. Sollte es wirklich zu einer Knappheit kommen
werden sie sich vervielfachen.
Und dann vorallem fehlt ja noch komplett der Ansatz des Verkauften Produkts. Wenn die tatsächlich Speziallegierungen an Pratt&Whittney
liefern für deren Flugzeugtriebwerke, ist das sicher ein vielfaches des REO Wertes auch wenn dann Produktionskosten dazukommen.
Ein Börsenwert von einigen Milliarden CAD sollte dann möglich sein.
So sieht die Unternehmensstrategie jedenfalls aus.
Wenns das mit dem Geld gebacken bekommen und nicht geschnupft werden winkt hier richtig Geld.
Ich hab ja hier mal eine Studie eingestellt die für 2025 mit 2Millionen t REO Bedarf rechnet von derzeit 160000t
ist das dann doch ein netter Anstieg oder?
Der Klimawandel ist für mich Fakt und es gibt keine Alternative
für den RE Einsatz. Die einen werden es für eine Geschichte oder einen Push halten mir sieht es recht vorstellbar aus.
Recht viele glaubens jedenfalls nicht wie man an den Zugriffszahlen hier und den Finanzierungsproblemen sieht.

Gruß4now

[Fritz77]

Antwort auf Beitrag Nr.: 37.431.986 von 4now am 20.06.09 01:08:51

Hi 4now

Einfache Rechnungen denke ich kann ich schon bewältigen, sagen wir mal so um sich einen groben Überblick zu verschaffen, nur müssen die nötigen Daten zur Verfügung stehen, sagen wir mal den Wert des REO Mixes, Gehalt an REO in den JAK Zonen, Recouvery und Verarbeitungskosten/t sowie Abbaukosten, die Menge der Beiprodukte und die zugehörigen Preise da müsste man sich dann auch als Laie einen groben Überblick verschaffen können.

Soweit ich das jetzt gelesen habe wurde die PEA bereits am 27.März 2008 in Auftrag gegeben, da sollte man doch bald näheres davon lesen und dann sehen können wie sich der Kapitalbedarf aber auch die Verarbeitungskosten mit der optischen Vorsortierung, der Flotation und eventuell eigener Herstellung von Schwefelsäure ändern.

Auf jeden Fall finde ich es spannend und werde schön langsam versuchen die älteren Anns durchzulesen, ist eh so verregnet heute in Österreich, dann kann ich sofern es die Zeit erlaubt besser mitplaudern.

Auf jeden Fall bin ich deiner Meinung über die Wichtigkeit des PEA Reports, da sollten wir einen ziemlich genauen Überblick erhalten was wir uns hier ins Depot gelegt haben.

Gruß Fritz

[Fritz77]

Antwort auf Beitrag Nr.: 37.431.986 von 4now am 20.06.09 01:08:51

Hi 4now

Mit der erhöhten Wertschöpfung durch das mine to market Model ergibt sich hier ganz sicher ein Vorteil gegenüber einer reinen Konzentratproduktion.
Das mit dem Nachweis einer Reserve für 100 Jahre finde ich auch völlig sinnlos, das kann man nach 20 Jahren des Abbaues immer noch machen.
Die Zugriffszahl hier ist wirklich nicht besonders hoch, das ist aber auch sowas von wurscht, um so mehr die REE hypen werden um so mehr Zugriffe wird es auch hier geben und mich stört es nicht wenn man sich im Vorfeld verschont von den üblichen Trollen und Wichtigtuern in aller Ruhe ein verfeinertes Bild von GWG verschaffen kann, uns läuft doch hier nichts weg.

Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.432.907 von Fritz77 am 20.06.09 12:59:24

http://www.gwmg.ca/pdf/2009-june-rare-metals-could-trigger-n…

[4now]

Antwort auf Beitrag Nr.: 37.496.874 von 4now am 30.06.09 22:09:05

http://europe.theoildrum.com/node/5559#more

[4now]

Antwort auf Beitrag Nr.: 37.554.333 von 4now am 11.07.09 14:46:32

laut fraunhofer institut ist bei neodym magneten mit etwas wachstum zu rechnen

Hochleistungs-Permanentmagnete Jahr 2006 4.000t
2030 27.900t
http://www.isi.fhg.de/publ/downloads/isi09b05/angerer-rohsto…

[4now]

13/7/2009 China tightens rules on rare earth exports
US and European countries complain to WTO
by Lu Feng
China currently produces 95% of the world’s rare earth supply
CHINA has started to tighten the exportation of its rare earth resources, claiming that current cheap prices could result in the loss of all of its resources within the next 20 years.
To this end, several Chinese government bodies including the National Development and Reform Commission, the Ministry of Land and Resources, and the Ministry of Commerce (MoC), have adopted measures such as reducing exportation quotation: this year, only 20 companies have been granted an export licence (compared with 200 a year ago). On top of this comes a 10% export tariff on rare-earth metals, terbium oxide, and dysprosium oxide, and a raise on export tariff for rare-earth ore products from 10% to 15%.

China currently produces 95% of the world’s rare earth supply, and has seen its reserve drop from 88% of the world’s total 20 years ago to 52% in 2008. According to the MoC, uncontrolled competition and over-exportation has made the country’s rare earth resources lose their due value – for example in 2005 the exportation price for rare earths was 64% lower than in 1990.
“At the current speed, in another 20-30 years, China will become a country with small rare earth reserves or without reserves at all,” says Zhou Hongyu, deputy director of Hubei provincial people’s congress. “By that time we’ll have to buy rare earth from foreign countries.”
The recent moves drew complaints from the US and the European Union, who on 23 June called jointly for intervention from the World Trade Organization..
Rare earth metals are a collection of 17 different metals that occur within the same ore deposits, and are indispensable raw materials in producing semi-conductors, special steels, high-temperature alloys, and sophisticated weapons. Viewed as strategic resources, the US and Japan are currently importing large quanities from China, and stockpiling them.

[4now]

Molycorp hat schon Ersatz gefunden LOI mit Arnold Magnetics http://www.earthtimes.org/articles/show/molycorp-minerals-an…

[nicolani]

Antwort auf Beitrag Nr.: 37.596.767 von 4now am 17.07.09 20:53:51

na dann sind wir doch schon einen schritt weiter mit LCC, das wird das ding!! aber psssst!!

[4now]

Recycling of Rare Earth Metals Faces Challenges
July 16th, 2009
Recycling probably isn’t high on the priority list at GM these days but with an administration keen to promote its green credentials it may be a good time for GM and other car producers to consider a closed loop recycling program for their new hybrid and electric car projects in the way Toyota has for the PGM’s used in their exhaust catalysts. Rare metals pundit Jack Lifton recently wrote on the topic in www.autobloggreen.com.

With so much press coverage being spent on the fragility of rare earth metal supplies, (many quote 90% of all metals fall into this bucket) one would expect a simple project risk management analysis to have flagged this up as an issue requiring attention. One of the problems in extracting rare earths from automobile parts is that the technology is not well developed. For clean segregated scrap, such as segregated Li-ion battery scrap, the process is relatively straightforward. The problems arise when the collection and recycling process is handled by the existing recycling industry. More often than not metallic parts and components will not be segregated by metal type. Mixed metal scrap will be much more of a challenge as this research article shows. There are potentially three extraction processes, none of which are fully developed commercially and all of which have drawbacks either in terms of yielding pure metals or in cost, or both.

■Aqueous based technology – the drawback is it produces mixed metal oxides or fluorides which are then as expensive as the original ore to refine
■Electro-slag refining – works well for large clean pieces of scrap but less well for contaminated or fine swarf (e.g. grit). In addition, the transition metals often get pulled across into the end product which then requires extensive further refining to access the RE’s
■Liquid Metal Extraction – is a process that offers some promise because it can accept multi metal inputs and distinct metal outputs, but has not been developed commercially for RE’s. However it has worked for silver extraction from lead ores, so the basic technology is understood.
However the development of end of life (EOL) product management legislation may force the pace even if rising rare earth metal costs do not. EOL imperatives are forcing manufacturers in Europe and Japan to design in re-cyclability that may not be justifiable economically but is being required by legislation. Though we have deep reservations about such red tape, the one benefit that may come out of it is an earlier examination of how rare earth metals can be identified in a range of products appropriate for recycling. Fortunately there is a precedent that has been set by the recycling of PGM’s and it is possible the model would work for some rare earths. China’s steady restriction on exports and acquisitive involvement in new mining sources can’t help but lead to a rise in prices sooner rather than later. The reality is the cost of recycling the small volumes involved will mean costs have to rise a lot before rare earth recycling will become economically viable.

–Stuart Burns

[4now]

eine rareco news vom dez.2001 !
trotzdem interessant da sie ja partner von GWG beim Steenkampskraalproject sind

6th December 2001
African continent will get its first rare-earth mine in 2002 which will provide 3% to 4% of the world’s consumption of rare-earth metals.

The project is being developed in South Africa by the Rare Earth Extraction Company (Rareco), which is listed on the Venture Capital Board on the JSE Securities Exchange.

“We have received approval for funding worth R16-million from the Industrial Development Corporation and we are waiting for financing to be tied up by an investor abroad for the balance of the project,” said Rareco director Robbie Louw.

He tells Mining Weekly Online that the company expects all financial agreements to be concluded within the next few months.

The Steenkampskraal mine will be constructed north of Van Rynsdorp in the Western Cape.

“The construction of the mine entails the refurbishment of an old Anglo American mine that was operational between 1952 and 1963, where the mineral monazite was mined,” states Louw.

Monazite was used in the making of gas lamp mantels but with the electrification process in the 1960s the mining of the mineral became redundant.
The project includes the construction of a rare-earth chloride plant.
The mine will be commissioned in 2003.
“Environmental issues are important in rare-earth mining,” he added.

The design parameters used in the project in many respects exceed current international standards, as the company wants to position the mine as the most environmentally friendly sites in the world.

The company has also entered into an agreement with the Department of Minerals and Energy, whereby it grants Rareco indemnity from historic environment damage.

The company will rehabilitate this damage on behalf of the State over the life of the mine.

“Capital expenditure of the project ranges between R40-million and R50-million, which is a valuable investment in an impoverished area,” Louw added.

Approximately 150 workers will be employed, and people from the immediate area will receive preference.

Rareco will mine all fourteen of the rare-earth metals and has signed leads of agreement for a five-year contract with a European company for two-thirds of the output.

The balance will either be negotiated or will be put on the spot market.

Rare-earth metals are used in high-technology applications such as cell phones, computers, ABS braking systems and play an important role in the autocatalyst process.

“Base metals have been responsible for the development of infrastructure in the twentieth century, while rare-earth metals will be responsible for development in the twenty-first century,” states Rareco chairperson Trevor Blench.

He adds that the growth in demand for rare-earth metals is the fastest in the entire minerals industry.

“From 1990 to 2000 the demand for rare-earths has increased from 30 000 t/y to 80 000 t/y, that is a growth rate of just under 10% a year.

“It is an impressive figure considering that the growth rate of platinum ranges between 6% and 7% a year, and that of base metals between 1% and 2%,” says Blench.

He adds that the applications of rare-earth metals are an exciting dynamic that did not even exist 50 years ago.

“Although we aim to supply only 3% or 4% of world production, the rate of growth indicates that demand will double every six years, and we will adjust production accordingly,” said Blench.

He explains that there are a number of similarities between rare earth and platinum, being materials for the future.

Both are also vital in the catalyst process.

For every gram of platinum-group metal material that is required in the catalysts process, between 50g and 100g of rare earth is used.

Rare earth metals are also used in fuel-cells, the autocatalyst industry as well as in oil refineries.

The manufacturing of magnets is the largest application of rare-earth metals. These magnets are used in a variety of applications such as ABS braking systems in cars, as well as aircraft.

Rare earth is also used in battery applications, in the glass industry and in lasers.

“However, the world may face a supply crisis in the near future as there are only six mines in the world that produce rare earth,” states Blench.

China, which has three rare earth mines, supplies 90% of the world’s requirements.

“However, these mines are facing serious problems with adequate production as they have not paid much attention to environmental issues in the past, and with China becoming a WTO member, stricter environmental issues could affect production,” he explains.

The Chinese mines also produce inconsistently and often ration output, which has an adverse effect on its European buyers of the product.

In the US there is one mine in California which has decreased production from 20 000 t/y to 5 000 t/y in the last ten years due to environmental issues.

In India there is one heavy-mineral-sands mine that produces rare-earths as a byproduct.

“They are not likely to increase their production,” Blench said.

A mine in the north of Russia produces sporadically but the grade of the output is often very low.

“When looking at these facts we are confident that Africa can play an important part in the supply of rare earth to the rest of the world,” he enthused.

[4now]

da steenskampkraal eventuell die nächste produzierende RE-Mine sein wird noch mal ein paar Bilder dazu:
Lageplan
http://www.geocities.com/Yosemite/Trails/1453/aaf3nam2.htm
Man sieht das Monazite ist nur in einem Schmalen Schlitz vorhanden
"The ore body is about 400 m in strike-length, extending about 450 m down-dip, with an average thickness of about 0.5 m."
0,2-4m^
und ein bild vom gestein
http://www.geocities.com/Yosemite/Trails/1453/gaf3nam3.htm

da es auch 8% Thorium hat

16th March 2007
TEXT SIZE Uranium is not the only nuclear fuel around, says Rare thorium mine’s Robbie Louw, who is also a director of Promethium Carbon, a Clean Development Mechanism project developer.

Louw suggests that thorium may also be a solution to the world’s energy needs, as “we do not have as much uranium as we think we have”.

“If the price of uranium goes up and up, we’ll eventually have a problem in producing nuclear power.” Uranium is used in nuclear power reactors. The radioactive metal has seen a surge in price in recent times, up from $45/lb in January last year, to the current spot price of $85/lb, on the back of a feared supply shortage.

Not claiming his comparison to be an exact science, Louw says it requires 293 t of natural uranium oxide (mining 800 000 t of ore), to produce one Gigawatt year of electricity.

This process produces 39 t of spent fuel.

In contrast to this, it takes less than one ton of natural thorium oxide (mining 200 t of ore) to produce one Gigawatt year of electricity.

Spent fuel totals 0,8 t.

Louw does acknowledge, though, that the cost of building and operat- ing a breeding reactor to create uranium (233U) from thorium to a large degree negates the cost benefits of using thorium – dependent again, though, on the spot price of uranium.

It was discovered in 1942 that it is possible to breed uranium from thorium, which resulted in several exploratory projects from the mid-1950s through to the mid-1970s, when it disappeared off the radar screen – that is, until recently.

India, for example, has decided to include thorium in its proposed large-scale nuclear power expansion, says Louw.

A 2005 International Atomic Energy Association (IAEA) report attributes this to the country’s limited resources of uranium at “very low grades (0,04%), but (an) easily available and vast source of monazite, containing 8% to 10% of thorium oxide in the beach sands”.

Louw says the report also indicates that thorium is three to four times more abundant on earth than uranium, while producing a lower radioactive waste.

The IAEA report notes that thorium fuels have not yet been introduced commercially, as the world’s estimated uranium resources have proved to be sufficient for current needs. However, it adds that there has been growing interest globally to again consider thorium as a potential nuclear fuel.

Louw attributes the historical popularity of uranium over thorium to the by-products of uranium, used in producing nuclear weapons.

Despite the seemingly positive cost comparison of thorium to ura- nium, thorium is of no real use today, which translates into an almost negligible price tag, says Louw. “There is little use for thorium today. It was once used in welding tools, for example. Now it is just something to get rid of.” Thorium occurs naturally with heavy minerals in South Africa.

Louw says it is possible to produce a thousand tons of thorium oxide a year from the tailings of current mineral-sands projects in South Africa.

“In this manner, there are large inventories of thorium in the world before we even have to start mining for it.” Louw describes his Steenkampskraal mine, near Van-rhynsdorp, in the Western Cape, “as the richest thorium mine in the world”. For the moment, though, it is lying dormant, awaiting the time when thorium will move into vogue.

“If the thorium price moves up near to where uranium is today, it can become a significant energy resource.”

[4now]

Antwort auf Beitrag Nr.: 37.599.875 von 4now am 18.07.09 19:07:30

aus dem Jahre 1997 Rareco der Steenkampskraalbetreiber hat offensichtlich eine Lizenz für radioaktives Material.
Interessant finde ich daß sie Material aus Australien zukaufen wollten. Die werden mir doch nicht nicht das Konzentrat von ARU meinen. (Eher Lynas weil ARU gabs damals soweit ich weis noch gar nicht)

Rare Earth Extraction Co. (Rareco) has completed all the legal requirements and approvals needed to reopen its cerium-rich, monazite mine in the Northern Cape. The government has granted a notarial mineral lease to Rareco's wholly owned subsidiary, Steenkampskraal mine (SMM) for 15 years, with an option to renew for a further 15 years or more. One of the lease conditions irrevocably indemnifies SMM against any claims that may arise from past environmental damage at the site and from any action SMM may need to take because of such historic conditions. SMM also holds a registered mining license incorporating environmental management for the mining and rehabilitation of the site. The rehabilitation of existing environmental impacts through the reprocessing of the radioactive tailings and rockdump material left by the previous operator is covered in the terms of Rareco's nuclear license, issued by the Council for Nuclear Safety. Although Rareco increased its reserve estimates at Steenkampskraal by 30% last year, giving the company reserves for eight years, it also plans to import radioactive rare-earth concentrates from Australia into South Africa. This will extend the life of the project practically indefinitely and will provide the potential to increase production volumes to meet the demands of a growing international market.

http://findarticles.com/p/articles/mi_qa5382/is_199802/ai_n2…

[4now]

BEIJING (Metal-Pages) 17-Jul-09. Supply of dysprosium oxide has been tight in the Chinese market recently due to reduced output of rare earth concentrates in southern China.


BEIJING (Metal-Pages)17-Jul-09. The tight supply in Chinese domestic market has continued to push up prices of praseodymium/neodymium this week, and many market participants are bullish in their outlook for the next two months. In southern China, dysprosium prices have also headed further north recently supported by reduced supply and rising prices of rare earth concentrates.

PRASEODYMIUM/NEDOYMIUM

Prices for 99% min praseodymium/neodymium oxide have hit Rmb70,000/tonne ($11,807/tonne) this week, and domestic supply has remained tight. Some smelters have also lifted up their prices for 99% praseodymium/neodymium metal to about Rmb100,000/tonne ($18,334/tonne)over the past days.

The praseodymium/neodymium market is expected to stay firm in the next two months as it is hard to see supply tightness easing ...

[MONSIEURCB]

Heute in CA +26% mit Mega-Umsätzen ... steigen die Fonds wieder ein?

[nicolani]

natürlich steigen da grosse adressen ein, oder glaubst du ein kleinanleger könne kurse bewegen

[nicolani]

aber noch ist ja kein geld in diesem wert bewegt worden

[4now]

Antwort auf Beitrag Nr.: 37.608.989 von MONSIEURCB am 20.07.09 19:28:53

auch AVL ist stark am steigen
oder es sind die leicht steigenden RE Preise
oder es wissen schon welche von einem neuen GWG Deal bezüglich Finanzierung. Außerdem stehen ja jede Menge Daten von den
Deposits an. Von Utah genauso wie von Hoidas und Steenkampskraal.
das % mäßige Plus würd ich nicht überbewerten weils genau so schnell wieder fällt

[Fritz77]

Habe gerade ins Postfach gesehen.

GREAT WESTERN MINERALS GROUP LTD.

NEWS RELEASE

TSX Venture Symbol: GWG
CUSIP: 39141Y 10 3
USA Symbol: GWMGF

GREAT WESTERN MINERALS GROUP AND TOYOTA TSUSHO CORPORATION SIGN LETTER OF
INTENT TO COOPERATE ON EXPLORATION PROJECTS

July 21, 2009 - Saskatoon Saskatchewan and Nagoya Japan - Great Western
Minerals Group Ltd. (TSX:V - "GWG") and Toyota Tsusho Corporation (Tokyo
Stock Exchange - "8015T"; Nagoya Stock Exchange - "8015NG") are pleased to
announce that both Companies have signed a non-binding letter of intent (the
"Letter of Intent) to examine the merits of jointly conducting exploration
and development activities on certain of Great Western Minerals' existing
projects (the "Proposed Transactions").

Under the terms of the Letter of Intent, Toyota Tsusho Corporation ("TTC")
and Great Western Minerals Group ("GWMG") will discuss possibilities for the
Douglas River and Benjamin River exploration projects. TTC will have an
exclusivity provision in these discussions for a six month period.

These two projects are of particular interest to TTC since the
mineralization of these two properties appears to be significantly enriched
in the "heavy" rare earth elements ("HREE"). The HREE are high value
products that are critical to the manufacture of high-temperature magnets
used in electric motors for a wide range of applications including hybrid
vehicles and for phosphors used in LCD and plasma flat panel displays.

As reported in the GWMG's news release dated January 7, 2009, assays from
previous sampling of the vein material on the Benjamin River property varied
from 0.6% total rare earth oxide ("TREO") to 1.0 % TREO with over 30% HREE
by proportion, including yttrium. Historic trench sampling of the Douglas
River property in northern Saskatchewan yielded REE grades of up to 10%
yttrium with accompanying high grades of HREE including dysprosium with
grades up to 0.89% representing over 99% HREE and yttrium by proportion.

Toyota Tsusho Corporation, headquartered in Nagoya, Japan, is the sole
trading company of the Toyota Group. The company's business includes
domestic wholesale, exports, imports, overseas trading, contract
construction, and insurance agency businesses. Worldwide, the Toyota Tsusho
Group employs approximately 28,000 people. Consolidated global sales for
the fiscal year ended March 31, 2009 totaled US$64 billion.

Great Western Minerals Group Ltd. is a Canadian-based company exploring for,
and developing, strategic metal resources in North America and South Africa.
Pursuing a vertically-integrated business model, the Company's wholly-owned
subsidiaries of Less Common Metals Limited located in Birkenhead UK, and
Great Western Technologies Inc., located in Troy, Michigan, produce a
variety of specialty alloys for use in the battery, magnet and aerospace
industries. These "designer" alloys include those containing copper, nickel,
cobalt and the rare earth elements.

Jim Engdahl, President and CEO of Great Western Minerals Group said, "We
believe that the joint participation by both Companies in this exploration
and development initiative offers significant potential value for both
Parties. We believe that Great Western Minerals Group has a lot to offer a
partner such as Toyota Tsusho, not only from the potential of our
exploration projects, but from our value added production facilities as
well."

The completion of any Proposed Transaction is subject to several conditions,
including the completion of all necessary legal, financial and technical due
diligence reviews and receipt of all necessary consents and approvals,
including board and regulatory approvals. There is no assurance that a
Proposed Transaction will be completed as proposed, or at all.

John Pearson, MSc., P.Geo., Vice-President Exploration for GWMG, is the
qualified person responsible for reviewing the contents of this news
release.

The TSX Venture Exchange has in no way passed upon the merits of the
Proposed Transactions and has neither approved nor disapproved the contents
of this press release.

Jim Engdahl
President and CEO

For further information, please contact Ron Malashewski, Manager of Investor
Relations at [phone]. Email inquiries should be made to [e-mail]
and the company website is located at www.gwmg.ca. Inquiries by direct mail
should be addressed to Great Western Minerals Group Ltd., 226 Cardinal
Crescent, Saskatoon, SK S7L 6H8.

Cautionary Statement on Forward-Looking Information: The statements made in
this News Release may contain certain forward-looking statements. Actual
events or results may differ from the Company's expectations. Certain risk
factors may also affect the actual results achieved by the Company.

Neither TSX Venture Exchange nor its Regulation Services Provider (as that
term is defined in the policies of the TSX Venture Exchange) accepts
responsibility for the adequacy or accuracy of this release.

Gruß Fritz

[4now]

Antwort auf Beitrag Nr.: 37.613.897 von Fritz77 am 21.07.09 14:07:47

eh nur toyota

[4now]

Antwort auf Beitrag Nr.: 37.614.463 von 4now am 21.07.09 15:02:31

Shares of Saskatoon-based Great Western Minerals Group (TSX: V.GWG, Stock Forum) jumped 41% or five cents to 17 cents Tuesday, after the company announced that it has signed a non-binding letter of intent with Toyota Tsusho Corporation to examine the merits of jointly conducting exploration and development activities on two of Great Western’s existing projects.

Great Western says the companies will discuss possibilities for the Douglas River and Benjamin River exploration projects, which the company says are of particular interest to TTC since they appear to be significantly enriched in the "heavy" rare earth elements, critical to the manufacture of high-temperature magnets used in electric motors.

"We believe that the joint participation by both Companies in this exploration and development initiative offers significant potential value for both Parties. We believe that Great Western Minerals Group has a lot to offer a partner such as Toyota Tsusho, not only from the potential of our exploration projects, but from our value added production facilities as well," says Jim Engdahl, president and CEO of Great Western Minerals.

Early Tuesday morning, before the news was released, rollindice offered the following thoughts on the company’s Bullboard:

There should be a press release tomorrow. GWG has been in Japan talking with TOYOTA. Toyota is interested in one of their heavy rare earth mines. It will be a similar situation as the agreement with Molycorp. Basically they can not negotiate with other companies while they are trying to hammer out a deal. Toyota knows that GWG is not going to give anything away as they have shown with Molycorp. We know that Toyota has the money to get a mine going, and are worried about the Chinese buying up all the RE mines[sic]…

While coffintrader noted: “Heavy Rare Earths is what you want[sic]”…

[pisa]

great run! Fast wie in alten Zeiten

Enjoy,
Pisa

[4now]

Antwort auf Beitrag Nr.: 37.616.695 von pisa am 21.07.09 18:48:24

was gut ist an diesem Deal
1.) kein chinesischer Investor, dadurch verringert sich der Einfluß chinesischer Marktpolitik. Insbesondere weil man
einen geschlossene Prozess von der Mine zum Endabnehmer aufbauen
kann durch die eigenen Produktionstätten. Da spielen dann eventuelle Preisspielchen zur Marktsteuerung der Chinesen weniger Rolle. Man kann sich als echte 2. Quelle für RE auch für andere Kunden darstellen.

2.) Reputation
3.) Es werden 1-2 Minen entwickelt die sonst wohl nur schwer selbst zu finanzieren gewesen wären wenn man Hoidas/Utah/Steenskampskraal auch laufen gehabt hätte.
Die HREE sind auch wertvoller, nicht nur weil höherer Preis je einheit sondern auch weil die Nachfrage bei diesen noch stärker
über dem Angebot liegt als dies bei den LREE(Neodymium, Cerium, Lanthanum,...)der Fall ist.

4.) es ist sehr wahrscheinlich daß aus dem Deal auch neue Orders für GWTI und zusätzliche für LCM folgen. Beide Firmen können mit der Grünen Schiene von Toyota mitwachsen. Und es ist sehr wahrscheinlich daß dies unabhängig/er von der Allgemeinen Konjunktur passiert. Es wird auch neues Know How in die Firmen bringen. Mehr Aufmerksamkeit von Anderen.

5.)die Finanzierung von Hoidas und Utah und Steenkampskraal wird einfacher werden.

6.) Es zeigt sich daß die Strategie von GWG aufgeht und man nicht nur ein bedeutungsloser Trittbrettfahrer ist wie sich das die australischen Freunde immer wünschen.

7.) Wenn Toyota mit dem gleichen Speed an die Sache geht wie in Vietnam werden wir in 2 Jahren bereits 1-3 produzierende Minen haben.

8.) Im Unterschied zum LOI mit Molycorp brauch ich mir keine Sorgen machen daß die uns schnupfen oder abfinden.
Die Rollen sind klar verteilt und beide haben etwas davon. deswegen ist es sehr wahrscheinlich daß es zu einem Deal kommt.

9.) Es zeigt sich daß GWG keine Märchen erzählt wenn sie in ihren Präsentationen behaupten Kontakte zu Toyota, GM, Pratt&Whittney, TDK zu haben. LCM beliefert ja jetzt schon eine Toyota Tochter.

10.)Steigender Aktienkurs schadet dem Unternehmen sicher auch nicht

[pisa]

yep, plausibel für mich.

Man darf einfach nicht genug betonen das M&S in der heutigen Zeit das Wichtigste überhaupt ist. Kein Schwein interessiert sich für Deinen Dirt wenn Du es Ihm nicht einfach erklären kannst und vor allem wie Du Seine Probleme mit Deinem Loch im Boden lösen kannst.

Enjoy,
Pisa

[micdid]

Antwort auf Beitrag Nr.: 37.617.148 von 4now am 21.07.09 19:44:32

Hi 4now,

erstmal Glückwunsch. Es sei dir wirklich gegönnt nach der harten Zeit.

Auf deine Punkte gehe ich mal nicht gross ein. Nur soweit, in Vietnam hat Toyota definierte Resourcen und die Vorarbeiten zur Metallurgie bereits vorgefunden. Dazu ist Vietman selbst der JV Partner von Toyota was Genehmigungen etc natürlich ganz anders flutschen lässt.

Was ich eigentlich von dir wissen wollte ist um was für Projekte es sich bei "the Douglas River and Benjamin River exploration projects" eigentlich handelt. Nie davon gehört. Kannst du mir bitte Infos dazu reinstellen?
Offenbar liegt das Augenmerk von Toyota hier auf HREE.
Sind die denn an Hoidas nicht interessiert?
Für einen echten Massenmarkt dachte ich eigentlich wäre toyota in erster Linie auf LREE wie Lan und Nd/pra angewiesen.

Die Situation bei den HREE könnte aber tatsächlich schneller problematisch werden. Vielleicht befürchtet Toyota hier Böses in ein paar Jahren. Die HREE Resourcen sind auf jeden Fall als erstes weg in China. Umweltschutz ist hier glaube ich ein besonders grosses Thema. Auch in der übrigen Welt sieht es verdammt knapp aus mit HREE. Da war kaum etwas dabei bei den ca. 30 Deposits die ich im ARU Thread letzte Woche mal gepostet hatte. Dies ist auch das einzig interessante an AVL. Nur sind die schon recht teuer ImHO.


Grüsse,
Mic

ps: wenn man so sieht was sich bei Toyota tut (Vietman/GWG), so frage ich mich langsam wirklich wie ARU es so versauen konnte mit den Japanern und sich so billig an die Chinesen verschachern konnte. Entweder hat das Mgt Bullshit erzählt (was ich nicht glaube. Da kennen sich natürlich alle und sprechen auch miteinander) oder sie haben es schlichtweg versaut/zu hoch gepokert (was ich mittlerweile schon glaube).

[4now]

Antwort auf Beitrag Nr.: 37.617.764 von micdid am 21.07.09 21:15:08

http://www.gwmg.ca/projects/benjamin-river
http://www.gwmg.ca/projects/douglas-river
ich schreib dann noch was - muß vorher noch eine Runde laufen gehen
+gruß

[4now]

Antwort auf Beitrag Nr.: 36.384.466 von 4now am 15.01.09 20:52:11

Aus einem email von Mr. Malashewski(IR) vom 20.Feb.09

Japanese companies often take a long-term (50 year) view of business planning, so they are concerned about REE supply in the long term. You may be aware of Toyota's Tsusho's announcement last year (copy attached) regarding their focus on the REE industry. Although Toyota has invested in Viet Nam, that does not mean that they are not interested in Companies such as GWMG. Relationship building between GWMG and such companies is also a long-term process. Should we enter more formal discussions with such companies/conglomerates, we will certainly be announcing that when we sign a letter of intent.

Die beiden Projekte(Brunswick,Douglas River) hatte ich eher als Reserve für später gesehen.Oder um die Braut zu schmücken oder um anderen mögliche Deposits wegzuschnappen. Douglas River wurde überhaupt nie präsentiert stand plötzlich im Quartalsbericht als Ort wo man Geld ausgibt. Interessanter hatte ich immer das Misty Projekt mit Can Alaska gesehen (11%REE) aber wie du zuletzt in deinen Beiträgen im ARU Thread geschrieben hast kommt es mehr darauf an wie leicht man das REE aus dem Gestein rausholen kann als auf die %.

Toyota hätte sich für ARU, Lynas, AVL interessieren können
Warum nicht ? Warum rennt Goldman bei Lynas weg wo die grad vor der Produktion standen? Bei Lynas gabs jemanden der meinte Goldman hat den Marktzugang in China gegen Lynas eingetauscht.Seltsam aber es wäre eine Erklärung. Oder sehen sie mit Obama's Green New Deal und ihren(Goldman)Einfluß auf die US Politik die größere Chance bei Molycorp ?
Bei ARU kann ich dir nix erzählen, ich vermute halt sie sind nicht so verliebt in das RE Thema. Die sehen das als Mine die sie entwickeln so wie sie die Vanadium Mine entwickeln.
Das beide Firmen relativ gleichzeitig Richtung China gehen
?? Eventuell australisches Regierungsinteresse ?
Ich kann mir vorstellen daß sie mit der "nur" Konzentratproduktion und dafür große Masse auch ein nettes Geschäft aufbauen können.
Avalon hat meiner Meinung nach einen sehr guten CEO
Was ich interessant finde 1.daß er obwohl er selber Indianer ist doch Schwierigkeiten mit den Ansäßigen hat. Was GWG gar nicht hat. Die bilden sogar schon Bohrpersonal aus am Hoidas Lake. 2. In den GWG Präsentationen wird Avalon immer als Projekt mit RE als Beiprodukt bezeichnet. Das heißt wohl es rechnet sich nur wenn alle
Elemente rausgeholt werden = entsprechender Aufwand,+ entsprechendes Risiko. Weiterführendes RE Know How auch nicht vorhanden.
Das habens aber in Vietnam wohl auch nicht, oder ? Scheint also nicht Vorrausetzung zu sein.
Vielleicht hat Toyota mit Vietnam vorerst genug LREE ?
Oder kaufen sie bei Lynas und ARU ?
Das Dysprosium brauchens jedenfalls für die Elektrostatik der Motoren.
Bei Hoidas seh ich 3 Möglichkeiten.
entweder ist der HREE Gehalt uninteressant für Toyota
oder es gibt bereits andere die das finanzieren wollen
oder GWG sieht daß Hoidas nix wird (was ich nicht glaub daß sie da erst jetzt draufkommen)
Beim Utah Projekt warten wir seit 1 Jahr auf Daten
die Erde wurde dort mit "1000 enden" Löchern überzogen
da das Magnetbild daß irrtümlich auf der Internetseite des
Magnetresonanz Fliegers gestellt wurde großflächig violett
war geh ich davon aus daß da positives zu erwarten ist.
Mit Vietnam/Ressourcen/Metallurgie hast natürlich recht
wobei ich zugeben muß daß ich das so noch nicht gelesen habe.
Werds nachlesen.
gruß


p.s.: es ist übrigens total angenehm wenn hier Leute wie pisa, mic, fritz77, nicolani, oder MONSIEURCB,...mal reinschauen
WELCH GLANZ IN MEINER HÜTTE !

[micdid]

Antwort auf Beitrag Nr.: 37.619.197 von 4now am 22.07.09 00:43:22

Kursiv = Zitate 4now

Die beiden Projekte(Brunswick,Douglas River) hatte ich eher als Reserve für später gesehen.Oder um die Braut zu schmücken oder um anderen mögliche Deposits wegzuschnappen. Douglas River wurde überhaupt nie präsentiert stand plötzlich im Quartalsbericht als Ort wo man Geld ausgibt.
Daher auch meine Überraschung. Hier scheint es aber jeweils sehr early stage zu sein. Grabsamples sind auch immer so eine Sache…
Ich interpretiere den Move von Toyota daher auch als Longterm Absicherung speziell für HREE.

Interessanter hatte ich immer das Misty Projekt mit Can Alaska gesehen (11%REE) aber wie du zuletzt in deinen Beiträgen im ARU Thread geschrieben hast kommt es mehr darauf an wie leicht man das REE aus dem Gestein rausholen kann als auf die %.
Richtig, Gesteinsarten, Abbautiefe, schwer zu trennende Beiprodukte etc.
Hier ist es immer eine völlig individuelle Entscheidung. Um noch mal kurz zum Know How zu kommen. Die Metallurgie zum Karbonat oder nur zum Konzentrat (wenn Grades und Benification stimmen) ist die eigentliche Herausforderung und bestimmt die Profitabilität, weil eben auch die Kosten. Hier gibt es nur begrenzt Know How indem man „andere“ Verfahren versucht und dann sich zur besten Recovery rantastet. Dies kann wie bei ARU recht schwierig sein, wegen der radioaktiven Elemente und der niedrigen Grades, die eben auch die Phosacidverwertung und super Recoveries voraussetzen.
Die Trennung in REE Oxide/Metalle die 10-100x reiner sind (99,9% und mehr) ist dann aber bekannt und könnte von vielen Smeltern gemacht werden. Oder eben selbst gemacht werden. Problem hier an Personal zu kommen ausserhalb Chinas.
In Vietnam konkret war soviel ich weiss die Metallurgie schon vorher geklärt. Dort gibt es übrigens mindestens noch zwei weitere fortgeschrittene, definierte Vorkommen.


Toyota hätte sich für ARU, Lynas, AVL interessieren können. Warum nicht ?
Bei AVL kann da durchaus noch etwas kommen. Bei ARU und Lyc wohl nicht. Ich vermute Toyota aber bereits als LYC Kunde. Wieso sollten sie sich also an Lyc beteiligen, wenn die ausserhalb Chinas verkaufen und man schon Kunde ist wenn man glaubt die Finanzierung stünde bereits wie alle lange dachten?
An ARU waren sie definitiv interessiert. Aber die haben offenbar zu hoch gepokert. Vielleicht dachte man auch ARU würde warten und sie könnten später noch zum Zuge kommen. Der Doppelschlag der Chinesen könnte nun zu gewisser Eile führen bei den Japanern.


Warum rennt Goldman bei Lynas weg wo die grad vor der Produktion standen? Bei Lynas gabs jemanden der meinte Goldman hat den Marktzugang in China gegen Lynas eingetauscht.Seltsam aber es wäre eine Erklärung.
Da könnte ich auch nur wild spekulieren. Ich glaube die wollten LYC einfach über den Tisch ziehen und Curtis konnte sich nur durch die Chinesen retten, womit GS vielleicht nicht gerechnet haben. Ausserdem ist hier noch nicht das letzte Wort gesprochen…
Das mit dem Marktzugang zu China leuchtet mir nicht besonders ein. Was für ein Marktzugang? Für Mountain Pass REE? Die können aber doch ihr Zeug gut in USA oder ROW losschlagen.

GS wurde ja in den goldenen Zeiten Bondholder mit der Möglichkeit zu wandeln in Aktien. Diese Wandlungsmöglichkeit ist mit dem Kursverfall für lange Zeit weggefallen. Hier war wohl ein Hauptbestreben an mehr Shares zu kommen.
Die Bedingungen der Bonds aus den „guten Zeiten“ waren aber in der Krise nur noch gut für LYC, nicht mehr für GS und die anderen. Zum Zeitpunkt der Aufkündigung wäre für dieses Geld natürlich viel mehr an Gegenleistung drin gewesen und Geld in 100 Mio Höhe war sicher auch für GS keine Peanuts mehr und die Zinsen uninteressant verglichen mit den aktuell viel höheren Risikoaufschlägen die verlangt werden können für Finanzierungen. Darauf hat GS IMO vertraut, aber die Chinesen offenbar nicht auf dem Radar gehabt. Die Lyc Strategie hatte ein Zusammengehen mit den Chinesen ja beinahe ausgeschlossen. So wie ARU auch mal…


Oder sehen sie mit Obama's Green New Deal und ihren(Goldman)Einfluß auf die US Politik die größere Chance bei Molycorp ?Das sicher auch. Hätte eine Lyc Beteiligung aber IMO nicht ausschliessen müssen. Aber vielleicht stand einfach nicht mehr unbegrenzt Cash zur Verfügung um auf allen Hochzeiten zu tanzen. Denke aber es liegt an den „veralteten“ ungünstigen/unspektakulären (relativ gesehen zum Umfeld) Zinseinkünften aus dem Bond und der In weite ferne gerückte Wandelbarkeit.


Das beide Firmen relativ gleichzeitig Richtung China gehen
?? Eventuell australisches Regierungsinteresse ?
Glaube ich nicht.


Ich kann mir vorstellen daß sie mit der "nur" Konzentratproduktion und dafür große Masse auch ein nettes Geschäft aufbauen können.
Das kommt ganz auf die Kosten an. Bei derzeitigen REC Preisen wäre ARU IMO nicht profitabel.


Avalon hat meiner Meinung nach einen sehr guten CEO
Was ich interessant finde 1.daß er obwohl er selber Indianer ist doch Schwierigkeiten mit den Ansäßigen hat. Was GWG gar nicht hat. Die bilden sogar schon Bohrpersonal aus am Hoidas Lake.
2. In den GWG Präsentationen wird Avalon immer als Projekt mit RE als Beiprodukt bezeichnet. Das heißt wohl es rechnet sich nur wenn alle Elemente rausgeholt werden = entsprechender Aufwand,+ entsprechendes Risiko.
AVL hat schon grosses Potential wegen einer sehr grossen LREE Resource und den sicherlich besten HREE Vorkommen ausserhalb Chinas.
Aber: Um da ran zu kommen, muss AVL einen SEE ablassen. Bohrungen gehen derzeit nur wenn der SEE zugefroren ist. Da wäre ich als Bewohner der Gegend auch mal sehr vorsichtig, wie der „Footprint“ am Ende wohl aussehen wird. Auch Infrastruktur und Klima dürften entscheidende und teure Themen sein.
Ganz wichtig wohl auch die Metallurgie. Hier sehe ich (ohne es wirklich beurteilen zu können) grössere Probleme kommen. Ein Beiprodukt ist Beryllium. Sieht erstmal ganz toll aus, weil der Preis sehr hoch ist dafür. Nur wird dies Zeug nur in ganz wenigen Anwendungen (Reaktoren) gebraucht und muss erst einmal getrennt werden. Tyrion der von Metallurgie wirklich Ahnung hat wies mich einmal darauf hin. Auch darauf, dass Be richtig schön krebserregend und supergiftig ist. So kann dann schnell ein schuh aus dem Potential werden, wenn die zeug schwierig zu handlen ist. Dies zusammen mit dem See ablassen macht die Opposition dann wesentlich verständlicher als bei ARU oder GWG. Die bringen eben Jobs bei relativ kleinem „Footprint“ ohne besondere Umweltgefahren an der Mine (im Native Gebiet)


Wie immer just my 5 cents,

Mic


Ps: zu AVL hatte ich vor etwa zwei Jahren mal was geschrieben. Gilt zumeist immer noch wie ich meine. Hatten zwischendurch aber einige nette Bohrergebnisse. Muss zugegeben aber noch mal richtig schauen was inzwischen genau passiert ist:

Meine den alten Thread als man noch AVL Ventures hiess: Posting 7
http://www.wallstreet-online.de/diskussion/1134374-neustebei…

Jetzt findet man ohne weiteres nur noch den neuen Thread unter neuem Namen:
http://www.wallstreet-online.de/diskussion/1150793-1-10/aval…

[4now]

Antwort auf Beitrag Nr.: 37.622.195 von micdid am 22.07.09 13:29:17

Bei Goldman war Marktzugang in China für ihre Finanzprodukte gemeint.
Hatte Lynas via dem Abnahmevertrag mit Rhodia nicht vorher schon einen chinesischen Einschlag ? Weil Rhodia ist ja sehr verstrickt mit China. Hatte der Kursverfall bei LYN nicht auch erst mit Ausstieg zu tun ?
Wegen See ablassen: Ohne diesen See konkret zu kennen weis ich aus persönlicher Erfahrung daß die Seen im kanadischen Bush oft nicht mehr als 2m tief sind im Sommer streift man mit dem Paddel schon mal am Grund. Ist also nicht so wie bei einem unserer Bergseen die mehrere 100m tief sein können.
+gruß

[4now]

Antwort auf Beitrag Nr.: 37.626.400 von 4now am 22.07.09 21:10:08

Great Western share price up on Toyota deal
Rare earth minerals company to work with Toyota partner on Sask., N.B. explorations
By Cassandra Kyle, The StarPhoenixJuly 22, 2009
An agreement with the Toyota Group's sole trading company has Great Western Minerals Group Ltd.'s (GWMG) shares on the rise and executives excited about the possibility of entering a partnership with a major international corporation.

GWMG and Toyota Tsusho Corp. (TTC) have signed a letter of intent to co-operate on the exploration of two of the Saskatoon company's rare earth element projects. The letter states TTC -- which had consolidated global sales of $64 billion US in its 2009 fiscal year -- will exclusively discuss during the next six months possibilities with GWMG for the Douglas River exploration project in Saskatchewan and the Benjamin River, N.B., project.

"We now have the potential to have one of the significant players of the world, and one of our existing clients we already provide material for, to be involved with us in a much more meaningful way then just being a client of ours," said GWMG president and CEO Jim Engdahl. "Hopefully they will end up being a partner of ours once we spend the dollars to explore those particular properties."

TTC is already a client of GWMG's wholly owned, U.K.-based subsidiary Less Common Metals Ltd.

The Nagoya, Japan-based company is particularly interested in the Douglas River and Benjamin River projects as the sites appear to have significantly enriched heavy rare earth element (HREE) mineralization. HRRE's are highly valued and critical to the manufacture of high-temperature magnets that are used in electric motors for a range of applications, including hybrid vehicles.

"(HRRE) end users outside of China are very seriously concerned about the shortage of material in the world for the production facilities, which in this case are mainly targeted for their hybrid market," Engdahl said, explaining China produces the majority of the world's rare earth elements. In the coming years, China is expected to use all of the rare earths it produces, leaving other consumers without a major rare earth element source.

GWMG has five rare earth projects ranging from early to advanced development stages.

"The properties that we are talking (with TTC) about joint ventures have very strong potential of being significant heavy rare earth material, which are rare earth elements that are going to be in very, very short supply."

Upon Tuesday's news of the letter of intent, GWMG's shares on the Toronto Stock Exchange (TSX) began some serious movement, with more than 6.3 million shares trading through the day and at one point rising 80 per cent to 20.5 cents apiece, Engdahl said.

GWMG closed Tuesday at 14.5 cents, a 2.5-cent, or 20.83 per cent, increase from Monday.

© Copyright (c) The StarPhoenix

[pisa]

Antwort auf Beitrag Nr.: 37.619.197 von 4now am 22.07.09 00:43:22

Oder sehen sie mit Obama's Green New Deal und ihren(Goldman)Einfluß auf die US Politik die größere Chance bei Molycorp ?

mal OT Molycorp sehe ich als sehr interessantes invest, sind Finanzinvrstoren denen das gehört, somit erwarte ich IPO oder mindestens Verkauf noch dieses jahr.. Kommt halt auf den Preis an..

p.s.: es ist übrigens total angenehm wenn hier Leute wie pisa, mic, fritz77, nicolani, oder MONSIEURCB,...mal reinschauen
WELCH GLANZ IN MEINER HÜTTE !

NP. Macht dir nix draus wenn es mal einsam zugeht. Die viel frequentierten threads sind i.d.R. looser threads. Habe bei Extract lange Zweier bzw Dreiergespräache geführt

Mal zum Thema, GWG gefällt mir sehr zu diesen Preisen..

enjoy,
Pisa

[4now]

Antwort auf Beitrag Nr.: 37.626.942 von pisa am 22.07.09 22:04:18

Ja Molycorp ist interessant...ich bin aber sehr froh daß wir ohne die auskommen und unsere eigene Strategie weiterverfolgen mit einem geschlossenen Prozess von der Mine zum Endverbraucher.

Wenn die Gesetze und Prioritäten bezüglich Umweltschutz so bleiben wie sie sind ist meiner Meinung nach die Chance daß sie tatsächlich eine neue Abbauerlaubnis für Mountain Pass bekommen nicht größer als 50%.
Auf stockwach hat vorhin einer geschrieben daß Obama im November mehr zu seinen Green New Deal sagen wird. Da müsste dann auch diesbezüglich (Miningpolitics) eine Änderung kommen.
Aber der Einfluß der Goldmänner soll ja groß sein,...

Ich glaub daß der Green New Deal (Windradl ,...) kommen wird weil er Arbeitsplätze schafft und die brauchen sie.
GWG wird auch davon profitieren. Der Markt ist groß genug.
Mit Arnold Magnetics hat Molycorp ein JV mit einer sehr guten Firma.
2Tochterfirmen sind in Shenzhen. Das wird die Chinesen freuen wenn die dann das US Neodymium dort verarbeiten.

Wenn GWG die Finanzierung gebacken bekommt haben sie
gutes Potential Molycorp Konkurrenz zu machen. Was ja nicht nur eine Frage von Abbaumengen ist. Der Deal mit Toyota sollte wirklich auch die Techtöchter einbeziehen damit die ganze GWG Strategie aufgeht.

ein weiterer Artikel zum GWG LOI aber nichts wesentlich neues
http://www.proactiveinvestors.com/companies/news/1933/great-…

Lesenswert dagegen ist der folgende

http://nbbusinessjournal.canadaeast.com/front/article/736251
Great Western Minerals' agreement with Toyota Tsusho Corp. (TSE:8015) will mean the Nagoya-based company will visit the New Brunswick property and another in Saskatchewan, likely in September.

The firm's geologist will take samples and run tests, discovering what Billingsley hopes will be a promising enough resource to move forward in a partial-ownership mining joint venture.

"Part of the arrangement probably would be that we would guarantee them a minimum percentage of the output."

+gruß

[4now]

BEIJING, Jul. 22, 2009 (Xinhua News Agency) -- New energy metals (OOTC:EMCKF) (NYSE:EMU) (OOTC:EYMTF) will have a bright future, said experts with nfmetal.com, a Chinese ferrous metal website.

The demand for lithium will expand with new breakthroughs and a wider application of technologies for large-capacity batteries and storage batteries, the website said.

The rare earth industry will enter a new stage, bolstered by demand from the wind power sector and new energy vehicles.

Further, the indium and antimony industries will pick up with new breakthrough made in thin film solar cell technologies, they believe.

They estimate prices of base metals will keep rising amid fluctuations, reasoning that downstream industries such as real estate, and automobile and air conditioner makers have ascended from the bottoms and the global economy will turn for the better during the second half.

[4now]

Pr-Nd oxide prices head higher
BEIJING (Metal-Pages) 22-Jul-09. Prices for praseodymium/neodymium oxide have been on the upward track during the past few days on the back of reduction in domestic supply

[4now]

As mining analyst John Kaiser writes:
"In the case of rare earth oxides, we're looking at a situation where the Obama Administration would like to see clean energy replace gasoline-based energy in transportation fuel. The Chinese are thinking along similar lines because they don't want to be dependent on foreign oil supplies any more than the United States does. Rare earth oxides go into these super magnets that are a key part of these hybrid and electric cars. The Japanese, the Europeans, and North American carmakers would like to commercialize the production of hybrid cars, but they are afraid to do so because all the rare earths right now come out of China . And China has said "we would like all the manufacturing to be done in China and we'll sell it to the rest of the world." Well, that puts everybody at the mercy of China . So now there's a scramble afoot to look for these deposits outside of China and never mind that China could flood the market with their rare earth oxides. The end users are thinking we need to have security of supply for these rare earth oxides so we're not at the mercy of political machinations by a country like China . And see this article from the New York Times on China's buying spree in Australia.

[4now]

Europe Moves to Shore up Supplies of Critical Metals
July 23rd, 2009 · No Comments
On the other side of the pond, Europe appears to be coordinating efforts regarding identifying and developing strategies to counter the threat of supply disruption to critical metals such as Rare Earths. The project is being coordinated by the European Technology Platform on Sustainable Mineral Resources (ETPSMR) and is included in a wider review of metals and minerals. Ostensibly the project is to consider mining and refining opportunities within the EU borders but integral to that will be an evaluation of current supply options and, if internal resources do not exist then, possible alternatives to the current heavy supply reliance on China, Russia and former CIS member states. The challenge, as is often the case in Europe, will be in getting buy-in from the respective national organizations in the member states.

The EU commission produced a working document summarizing the issues facing Europe and highlighting the areas near total reliance on imports for a whole range of metals, minerals and raw materials including Rare Earths and minor metals. Some of the work draws on USGS research and suggests that a transatlantic or coordinated western approach to these issues could have merit.

We understand the move is probably coming from the French nuclear industry which is rumored to be worried about global supply shortages of critical metals such as zirconium, niobium and hafnium that are key to developing the commercial power generation industry. The French appear concerned that risks to metal supply could undermine the costs for major nuclear plants, an industry in which the French are arguably world leaders.

Whether the EU will manage the often fraught and complex task of getting all the national bodies to cooperate and look outside of their national priorities is as yet unsure but with such a long list of critical metals totally or near totally reliant on imports, the imperative could not be greater.

Our thanks to Ian Falconer of www.engagingenergy.com for sharing some of these thoughts and issues with us, we look forward to featuring content from Ian’s excellent website in the future.

–Stuart Burns

[litho]

What everybody seems to forget is all the planning in the WINDMILL industry next to hybrid car batteries.

What they like to have and are projected in the US and Europe, can never fulfilled the demand or what they need. What is needed desperately are earth earth manufacturers who are producing the oxide in EUROPE. It's a so called 'OF TAKE' business (business from mine prduct to end-user). Chinese took over LYNAS and have recently invested (in Malaysia) 1 billion, to erect a REEOplant, ready early 2013/14. The one and only manufacturer outside of China. (Mountain pass and GW are in my opinion too late).
Martin Van B.

[4now]

Antwort auf Beitrag Nr.: 37.664.268 von litho am 28.07.09 20:40:15

I agree with you that they (kingsnorth,...) underestimate the demand for Windmill industry. Ok it would be better if they could produce in 2010.
But I dont think that it is too late if they start producing
with the ore from steenskampskraal in 2011 or from hoidas in 2012/13 because Lynas REO also wont be enough to fill the demand.
And like for hybrid cars windmills also need HREE and not only Neodymium (LREE).
I also believe that it is very likely that Lynas will produce mostly for the chinese market and not for the Rest of the World.
And maybe they understimate the demand to prevent panic.

[litho]

Dunhuang, an oasis in the Gobi desert...6 immense wind power projects now being build EACH with the capacity of more than 16 (sixteen)large coal-fired power plants. Each of the six projects totally DWARFS anything else, anywhere else in the world (according to 'Global Wind Energy Council, Brussels' Go to this site and look what they have in store)

Now you told me that all production from Lynas will go to China. What will be left for the rest of the world? NO manufacturers to make oxyde.

The only factory that was producing for Mountain Pass was Magnaquence. General Motors in that time created a new company called Magnaquence, Indiana. In the early 2000s, a Chinese company came and bought Magnaquence. With two years, they had shipped ALL of the manufacturing equipment over to China. And note, all knowledge to produce is gone!

Mountain Pass is starting up, thats all. They have a large stock of talings, but no manufacturer to extracting the REE. GWG is not realy operational and in my opinion his manufacturer(?) is to small.
Still don't know they are producing oxyde or are buying REEO and applying this to an end-product

They're proposal in the EG for stockpiling as in the US, but what are they looking for, ore, concentrate or the oxyde but who is going to produce oxyde from this?
Martin Van B.

[4now]

http://www.glgroup.com/News/Peugeot-Expands-Use-of-Rare-Eart…

[4now]

auch nix neues
http://www.cibolabeacon.com/articles/2009/08/06/opinion/gues…

[litho]

Hi 4now,
many thanks to the links you've giving me. How interesting it is!! But somehow you miss the point. All efforts they make to do or make something, all has to come from China and not from GWG nor Mountain Pass or from Lynas Australia, ( taking over by the Chinese recently and investing one BILLION in Malysia to open an 'Oxyde" manufactory), NOR from Peugeot or Toyota.

It's a off-take business.

I do have go through the files, but hasn't the time to do so, however but look for windmill authorities in Brussels or the windmill conference in Chicago last April. Not only took the Chinese the LAST manufacturer In the US , 2001 (making things for General Motors) they dismantle in two years the factory and exported it to China. Hence, this week they bought (know how) a windmill manufacturer in Holland.

As an intro only and part of the file: www.rare-earth.eu

Whatever Peugeot or Toyota, Panasonic (batteries), Philips (led lamps), Samsung (LCD t.v.), hard disks all coming to REEO products from China, and which they need themselves

Best regards,
Martin Van B

[4now]

Antwort auf Beitrag Nr.: 37.736.229 von litho am 07.08.09 21:19:50

sorry litho the links weren't meant to be an answer to your last posting. It's not easy to answer your questions because you really should read more about GWG before. You have partly Know How
but partly you are completely wrong.
Regards 4now

[litho]

cannot understand you said so aggressably that I'm so completly wrong.

Chinese have and continue overtake ALL business regarding rare earth business, and ALL others are too late in my opinion. NO ONE of the miners have a kind of plant to make a oxyde or to add to the results to the Strategic Europium Stockpile. ZERO. GWG is nothing more or less a 'junior miner', yes billions going through, like all those gold mines but they keep on drilling, but not harvesting.

Old days are here again.

Any contracts to deliver the oxyde to the end-user???? If not, why they are mining??? No Pilot plant to proof they know how to separate H(l)REEO???. If not: no client or end user.

Austria (griesbacher) needs a lot of REEO to mint the coin of 25 euro. NO way, no REEO available to the end user!

Kind regards,
Martin Van B.

[4now]

Antwort auf Beitrag Nr.: 37.736.988 von litho am 07.08.09 23:45:06

you are right that they are not the first and not the fastest.
But if they can execute their strategy they will mine, they will seperate, and produce products like powder, superalloys,...
so there will be no need for chinese if they have the customers that they mention now like TDK, Pratt&Whittney or Toyota.
Toyota seems to be on the way to be the first one with which they can establish their vertical strategy.
So were is your problem ?
After releasing the PEAR a Pilot Plant will be the next step.
And Feasibility/Bankable Study should follow relatively fast they said. If you believe the market stops growing 2012 you are the only one that believes in that. There is enough place to make business esspecially for those with a vertically integrated strategy. But show me one NONchinese besides GWG ?
So for me it is only a question of time.
Regards 4now

[litho]

Dear 4now,

all what is produced will go to the Chinese and not to outside markets.

Mountain Pass is starting up (formally GM mine which latter has bought a Vietnammese mine!!!), GWG is too late/slowly (Canadian gold diggers as they are) . ONLY ONE is left (next to Lynas bought by the Chinese as well Avelon) with a pilot plant: ALKANE Australia. (Fighting on with the zircons and so on and pilot plant with a partner, one of the biggest gold diggers of the world). Mark my words. (ALK in Berlin exchange and also on ASX. au)

Best regards,

Martin Van B.

[4now]

not as an answer to you litho,...


Let’s Talk Magnets for Wind Turbines
August 10th, 2009 · No Comments
For those of you who track the magnet market, we would recommend reading the blog, Terra Magnetica written by a PhD in Metallurgy & Materials who has an uncanny ability to explain technical concepts for the layman (or in this case, laywoman). In a recent post, editor, Gareth Hatch examined an article written by Tony Morcos in the summer issue of Magnetics Business & Technology entitled, “Harvesting Wind Power With (or Without) Permanent Magnets.” Tony’s article discusses different options available, from a design and sourcing perspective, in terms of magnet technology particularly around one theory challenging conventional wisdom - that Nd-Fe-B (Neodymium Iron Boron) magnets might not necessarily be the most cost effective solution for wind turbines. According to Gareth, Tony’s article highlights, “the growing school of thought that permanent magnets are not the ‘be-all and end-all’ for wind turbine generators.”

We decided to speak to Ed Richardson, Sales and Marketing Manager for magnet manufacturer Thomas & Skinner Inc to gather some additional insight and address some questions we had after reading the article.

MM: Do you think demand for NdFeB from wind turbine generators will create a supply shortage in the next 10-15 years? Why/Why not?

ER: My wife is from Tucson, Arizona, and I once heard someone ask a water expert if Tucson would ever run out of water. His answer was no. The money will run out first. I think this is true for rare earths. I don’t think there will ever be a shortage. What I think we’ll see is an increase in the price of rare earths. As they go up, more people will look for them. New sources (other than the Chinese) will come on line which will stabilize the price at a somewhat higher level than we see today. Remember, rare earths are not rare. Rare earths are more common than lead in the earth’s crust. The issue is always if you can get them out of the ground for a profit. As the price goes up, more people will look, and more will be found. Eventually, a price equilibrium will be reached. The rub will be that China will play a powerful role in where that equilibrium falls. It’s that control that is concerning.
MM: Tony discusses the notion of parallel design to hedge against raw material pricing. What is your experience working with manufacturers – do you think most pursue this type of design strategy?

ER: Parallel designs do occur, but usually fall off the table when you get to the testing phase. Testing and perfecting a parallel design is typically not a path most companies can afford. I think you’ll only see different designs emerge if there is a dramatic, sustained price spike in rare earths. I think this is unlikely. What is probably more likely is a gradual increase over several years. One thing to remember is that the prices of commodities typically move somewhat together. For instance, the price of copper and electrical steel spiked right along with the price of neodymium during the past 3 years. All three have fallen since.

MM: Do you see companies working hard to avoid using permanent magnets or using ferrite magnets with lower and more stable pricing than NdFeB magnets? Where is the trend going?

ER: I do not see companies working hard to avoid using permanent magnets, or moving designs from hard ferrites to neo. By the pound, hard ferrites are the most widely used magnet material. This will continue. They are low cost and readily available in many forms. By value, NdFeB magnets are the largest seller, due to their significantly higher price. Engineers will always work through their options to find the best material for their specific application. Each design has a variety of specifications, including cost, size, and efficiency. Both hard ferrites and NdFeB magnets provide exceptional options, but they are not the right materials for every application. That’s why there are so many options, as Tony stated in his article.

MM: Tony states that he believes that sintered ferrite can provide the best ROI for a permanent magnet wind turbine generator. Do you agree or disagree with that and why/why not?

ER: The correct answer is that it depends. If size and weight are important, than hard ferrites may not be an option. I think this is true for large wind turbines. My understanding of wind turbine design is that once you get in the size range of 2.5 MW and above, size and efficiency are drivers of the designs. Permanent magnet generators with NdFeB magnets are the only choice that fit. But in smaller wind turbine designs — such as those meant to power a single household or a boat — hard ferrites or a “hybrid” design may be more appropriate.

Editor’s Note: Ed will be moderating a panel discussion at the upcoming “Managing Supply Chain Risks for Critical & Strategic Metals” conference, co-chaired by MetalMiner, covering rare earth metals, minor metals, platinum group metals and lithium.

–Lisa Reisman

[4now]

steht zwar nichts von einer Genehmigung trotzdem wird ein neuer Abbau ab 2012 vorbereitet.

August 11, 2009 10:00 AM Eastern Daylight Time
Molycorp Minerals Begins Preparations for Renewed Mining
GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)--Molycorp Minerals, LLC announced today that it has begun preparations for renewed mining of the world class Rare Earth ore deposit at its Mountain Pass, California production facility. Molycorp, which is currently producing approximately four million pounds of Rare Earth products per year, announced earlier this year that it was restarting production at Mountain Pass with plans to ramp up annual production to 40 million pounds of Rare Earth products over a three-year period.

Molycorp’s Mountain Pass Plant Manager, Rocky Smith, stated that, “Consistent with our plans to ramp up production to 40 million pounds per year by 2012, we have begun the process of readying the Mountain Pass ore body for active mining. The first portion of the process will be to dewater the mine, which involves the removal of water that has accumulated at the bottom of the mine since conclusion of the last mining operations in 2002. This will be followed by the removal of overburden to expose an area of fresh ore that will be needed to feed Molycorp’s production beginning in 2012. The dewatering process is expected to take approximately 12 months, followed by an additional 12 months for removal of overburden, which will allow us to begin mining, crushing and milling fresh ore in plenty of time to meet our needs for full production in 2012.”

Molycorp CEO, Mark Smith (not related to Rocky Smith), explained that because the Rare Earth ore body at Mountain Pass is so rich, continuous mining is not necessary in order to produce enough ore to keep Molycorp’s Rare Earth production facilities running full time. Mr. Smith went on to say, “The amount of previously mined material stockpiled at Mountain Pass from prior mining is sufficient to support our planned production rate until 2012 at which time we will conduct a mining campaign to produce and stockpile enough new ore to support operations for an additional two to three years. Thereafter, we will conduct mining campaigns at two or three-year intervals, which should be sufficient to support full production of finished Rare Earth products at the planned rate of 40 million pounds per year.” Mr. Smith concluded by saying, “As the only western producer of Rare Earth materials, Molycorp is proud to be playing a key role in helping to assure America’s energy, economic and national security, by assuring a secure supply of these critical and indispensable materials that are ultimately utilized in the production of hybrid and electric cars, wind power turbines, various high-tech applications and numerous advanced defense systems.”

Molycorp Minerals, LLC, with headquarters in Greenwood Village, Colorado, is a private, U.S. rare earth producer and technology company. As the owner of the world’s most abundant rare earth deposit outside of China, and a leader in rare earth technology, Molycorp Minerals supplies a variety of rare earth materials that are critical to emerging Green Energy technologies, High-Tech applications and numerous Defense Systems. As the leading western supplier, Molycorp Minerals markets rare earth materials from its world class rare earth deposit in Mountain Pass, California.

[4now]

Antwort auf Beitrag Nr.: 37.757.892 von 4now am 11.08.09 21:07:37

http://www.gwmg.ca/pdf/GWG-MDA-2008-Year-End.pdf

[4now]

Antwort auf Beitrag Nr.: 37.757.892 von 4now am 11.08.09 21:07:37

steht zwar schon im ARU Thread ,...

INDUSTRIAL METALS / MINERALSVITAL FOR TECHNOLOGICAL ADVANCE
China moves on rare earths a threat to global supplies
Mooted moves by China to further control exports of rare earths, where it may supply as much as 98% of current global needs, is stimulating new developments elsewhere.

Author: Lawrence Williams
Posted: Tuesday , 18 Aug 2009

LONDON -

Australian junior miner Arafura Resources (ASX:ARU), which is developing the Nolans phosphate hosted rare earths deposit in the country's Northern Territory, is making great play of a draft report submitted by China's Central Ministry of Industry and Information Technology calling for a significant tightening of China's rare earths export market. Currently China dominates, producing about 95% (some put it at 98%) of global supply, and any tightening could have a dramatic effect on industries which use rare earth elements which are incorporated into many modern technological devices, including superconductors, high-flux magnets, electronic polishers, refining catalysts and hybrid car components. With a huge increase in hybrid car production likely in the years ahead, control of the rare earths market may be vital to global advances in this type of technology.

Arafura says that 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.

Arafura's managing director, Alistair Stephens, believes the imposition of these dramatic controls is a reflection of the vital strategic nature of rare earths, a reflection of China's domination in the rare earths industry at present, and recognition that China's resource supply, while large, does not meet internal demand growth particularly in the medium term.

Rare earths are vital materials in energy efficiency and environmental pollutant reduction schemes. They are a key material for the hybrid car and electric vehicle industry and essential for energy efficient lights, plasma and LCD televisions, efficient wind turbines, and automobile catalytic converters, said Mr Stephens.

If China is to make inroads on its environmental standards and reduce pollution levels, then rare earths play a pivotal role. This is a signal that China's rare earths are for its own development, and that current recoverable reserves may not meet their own needs. The centralisation and strict regulation on rare earths production and industry consolidation will also concentrate the market structure, placing more power on price structures with fewer agents, said Mr Stephens.

The report indicates that China's current 35,000 tonnes per annum export quota for rare earths (REO) will reduce over the next six years, though no quantification of the degree of reduction is provided.

The report outlines plans to impose a total ban on the export of some rare earths materials. These include Dysprosium (Dy), Terbium (Tb) and Yttrium (Yt). Dysprosium is a critical material used in the enhancement of magnets in the electric systems of hybrid and electric vehicles.

The report suggests China should shut down 80 rare earth separation and metal smelting facilities reducing the number of participants from 100 to just 20, to consolidate the industry and improve efficiency. Each of these 20 remaining separation and metal producers would have to produce at least 8,000 tonnes a year REO to maintain a license to operate.

There are relatively few major rare earths projects under way around the world which makes Arafura's Nolans project, which could be on stream by 2012, particularly well placed to take advantage of any tightening of Chinese supplies.

Arafura reckons Nolans is enriched in high value rare earths and has a 40% revenue advantage compared with Chinese hard‐rock resources. It is being designed to produce 20,000 tonnes per year of rare earth oxides at a recovery rate of at least 80% and an expected mine life of 30 years. The project will also produce 160,000 tonne per year of technical grade phosphoric acid and a small by‐product of uranium (150 tonnes), another competitive advantage to any other rare earths project.

Other major deposits include Mountain Pass in the U.S. which is being rehabilitated by Molycorp Minerals (effectively a new privately owned company formed by Resource Capital Funds, Pegasus Partners IV, LP, The Goldman Sachs Group, Inc., Traxys North America LLC and Carint Group LLC which acquired the property, and the Molycorp name, from Chevron Mining late last year.) Molycorp has begun preparations for renewed mining at Mountain Pass which is located about 50 miles from Las Vegas in California's Mojave Desert. The company, which is currently producing approximately four million pounds of Rare Earth products per year, announced earlier this year that it was restarting production at Mountain Pass with plans to ramp up annual production to 40 million pounds of Rare Earth products over a three-year period.

In Canada, Great Western Minerals Group (GWMG) - (TSXV:GMG) - has the big, high grade Hoidas Lake rare earths phosphate hosted deposit 50 miles north of Uranium City, as well as a number of other Canadian rare earths plays and also the Steenkampskraal former rare earths mine in South Africa which is being rehabilitated.

Rare earth metals are also associated with some uranium ores and recently Japan's Sumitomo entered a deal with Kazatomprom, the Kazakh state uranium miner and nuclear company, to set up a refinery to extract rare earths.

China has been fighting hard to maintain its virtual rare earths global production monopoly, but its moves to cut back exports - also seen recently in a reduction in its quotas to supply Japanese consumers to an amount barely sufficient for demand from Toyota and Honda alone - is seeing a return to new, or rehabilitated, developments as seen above. But, with such supply dominance, China can also control the price and there are fears that to maintain its position China could always release sufficient to the markets at a low enough price to make some of these new developments economically unattractive. Depending on which way China moves the rare earths sector, which is facing rapidly growing demand, could become one of the hottest ones in mining for an increasingly strategic commodity.

These new regulations mean that Arafura's 100%‐owned Nolans Project is placed perfectly to meet the increasing global demands of rare earths which are vital for new technology that help deliver energy efficient and pollution reduction schemes

[4now]

Antwort auf Beitrag Nr.: 37.804.795 von 4now am 18.08.09 19:40:05

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.

[4now]

Antwort auf Beitrag Nr.: 37.809.724 von 4now am 19.08.09 13:44:47

http://www.moneyweek.com/investments/commodities/investing-i…

The next big investment bubble - obscure metals

[4now]

Exclusive: Toyota Explains Its Position on Electric Cars“Our outlook has never been to be the first to market. We want to be the best to market.”
http://www.hybridcars.com/news/exclusive-toyota-explains-pos…

Guter Partner wenns klappt mit GWG

[4now]

Antwort auf Beitrag Nr.: 37.831.744 von 4now am 22.08.09 13:27:39

Gibt nicht genug Batterien für den Prius.
Wird doch nicht das RE knapp sein

Toyota has been having trouble with meeting demand for the popular Toyota Prius because of a lack of battery supply. Toyota currently has annual Prius capacity of about 500,000 cars. Panasonic EV Energy recently announced plans to double battery production capacity to about 1 million units a year by the middle of 2010.
http://www.hybridcars.com/news/toyota-will-buy-lithium-batte…
Aja und Lithiumbatterien wie im Artikel erwähnt werden sicher nicht
das NiMH Wachstum gefährden.

[4now]

Warum die Strategie von GWG nicht nur die RE zu finden und auszubuddeln sondern sie auch zu verarbeiten soviel besser zur gegebenen Situation passt.

"There is first the challenge of reopening a mine; that in itself is difficult enough, requiring money and an appetite for risk. In the business world, mining investments are considered among the riskiest of deals. The full challenge, rebuilding a supply chain, is much greater. Metals have to be purified, refined, and assembled into components. These steps require money, technology, and expertise. In the United States, according to government estimates, there are only three facilities that refine rare earths. Most of the engineers who understand the processes are either retired or dead."
Der ganze Artikel ist lesenswert (4Seiten)
http://www.usnews.com/articles/news/national/2009/07/01/amer…

[4now]

Kein Wunder daß da Toyota noch schnell vorher bei GWG zugeschlagen hat. Die wußten wohl schon vorher daß die Chinesen dicht machen...schneller als alle dachten.

According to Metal Pages, impact of the Chinese Government decision on the Rare Earth market is as follows:

- while many observers expected China to look at restricting exports, the timeframe has taken the market by surprise and pushed the need for additional supplies of many Rare Earths as demand firms;

- expected to cause a tightening in supply and lead to higher prices for consumers outside the country as China supplies about 95% of the global Rare Earths market;

- China is currently the world's largest consumer of rare earths and accounts for about 60% of demand;

- trade sources believes that the Chinese Government decision was intended to help the country build its inventory of rare earths as it develops its industry and also meet growing demand from end-user markets domestically and overseas;

- despite the worldwide economic downturn, the underlying outlook for Rare Earths remains positive and prices are forecasted to firm as growing demand from key end-user sectors gathers pace.

Impact on North America Rare Earths exploration and development projects:

- with some consumers expected to struggle to secure supplies, the development schedules for several Rare Earths project in North America could be brought forward to fill the void.

auszug aus:
http://www.marketwatch.com/story/why-the-recent-chinese-gove…

[4now]

We are pleased to advise you that Jim Engdahl, President and CEO of Great Western Minerals Group will appear with Linda Sims on the Commodities program on BNN on Tuesday, August 25 at 11:30 AM EDT (15:30 GMT/UTS).

Focus: As China tightens its grip on rare earths supplies, a Canadian company hopes to bring more of the minerals to market. BNN interviews Jim Engdahl, CEO, Great Western Minerals Group

Business News Network (formerly Report on Business Television) is Canada's only all-business specialty channel devoted exclusively to business, finance and the markets. BNN programming is available throughout Canada on cable, satellite and wireless systems and it is wholly owned by CTV Inc., a division of CTVglobemedia. For more, visit www.BNN.ca.

For Canadian viewers, local listings for BNN can be found at http://www.bnn.ca/channel_guide.html

If you are unable to watch the live broadcast, the video clips can be viewed later at http://www.bnn.ca/commoditiesreport.aspx

If you have any questions about BNN, answers to Frequently Asked Questions are available at http://www.bnn.ca/faq.html

Best Regards,



Ron Malashewski, P.Eng (AB)

[nicolani]

ab heute nach oben offen!! the sky will get you!!!

[4now]

http://www.reuters.com/article/latestCrisis/idUSN28385099

[4now]

da gehts um die RE in den Windkraftanlagen
http://seekingalpha.com/article/159155-chinese-rare-earth-ra…

[4now]

http://www.reuters.com/article/earth2Tech/idUS10994147202009…
Beyond Lithium: What the Rare Earth Squeeze Means for Hybrid Cars

[4now]

Sept. 2 (Bloomberg) -- China, holder of the world’s largest rare-earths deposits, may build a strategic reserve in Inner Mongolia, strengthening its control over materials used in technology ranging from iPods to guided missiles.

Inner Mongolia, which contains 75 percent of China’s deposits, is in talks with the central government to build stockpiles to support prices, Zhao Shuanglian, deputy chief of the province, said at a press conference today in Beijing.

China, which imports most of its iron ore, oil and copper, is tightening control over supplies of rare earths, a range of more than 15 elements such as scandium and lanthanum. Shares in Inner Mongolia Baotou Steel Rare-Earth Hi-Tech Co., the main producer in the province, surged 7.6 percent in Shanghai trading today after Zhao said the company will take over smaller rivals to consolidate the industry.

“The plan of building a national reserve stockpile is part of a government-level strategy to protect the resources of rare earths and prevent it from being sold cheaply,” Liu Minda, analyst at Huatai Securities Co., said by phone from Nanjing.

Inner Mongolia produces 50,000 metric tons of rare earths every year, 6 percent of which is exported, Zhao said. Some of the minerals are used by companies including Apple Inc. and Toyota Motor Corp.

“Rare earths is the most important resource for Inner Mongolia,” Zhao said. By cutting exports and controlling production, we want to “attract users of rare earths to set up in Inner Mongolia” to develop manufacturing, he said.

WTO Clash

China cut output quotas on rare earths this year to ensure sufficient domestic reserves and arrest a decline in prices caused by the global recession. The government has been trying to support commodity companies, and this year bought aluminum and zinc from domestic smelters after metal prices plunged and led some companies to report losses.

The government’s export restrictions on raw materials drew a complaint from the U.S. and European Union in June. China was accused of using taxes to discourage the export of metals and chemicals including bauxite, magnesium, manganese and zinc.

“China’s policies on these raw materials put a giant thumb on the scale in favor of Chinese producers,” U.S. Trade Representative Ron Kirk said in June. “China is a leading global producer and exporter of the raw materials in question, and access to these materials is critical for U.S. industrial manufacturers.”

China this week said it appointed Wang Qingyun as head of its State Reserve Bureau, the agency in charge of stockpiling commodities such as copper. Wang, 54, had previously served as head of the transportation division at the National Development and Reform Commission, the country’s top economic planner.

Quota Cuts

Rare earths are used to build mini hard-drives in laptops, make headphones for Apple’s iPod, in catalytic converters in cars and to make small electric motors in parts such as windscreen wipers and seat adjustors. They may refer to any of a large family of chemical elements consisting of scandium, which has the atomic number 21, yttrium (39), and 15 elements from lanthanum (57) to lutetium (71), according to the Encyclopedia Britannica.

China cut 2009 output quotas by 8.1 percent from a year ago to 119,500 tons, the Ministry of Industry of Information and Technology said May 18.

Baotou Steel Rare-Earth rose 7.6 percent to close at 22.30 yuan in Shanghai after Zhao announced plans for mergers of rare- earth companies. The stock has tripled this year, compared with a 48 percent gain of the benchmark Shanghai Composite Index.

“The purpose of the consolidation is to use Baotou as the head of a conglomerate that can create a certain economy of scale in the industry,” Zhao said.

[4now]

BEIJING – A Chinese official attempted to quell global concerns that China is trying to dominate the market for a class of metal ores called rare earth, saying that rather than seeking to prop up prices of the metals, it is trying to attract high-tech manufacturing to Inner Mongolia, the center of its rare-earth resources.

"We do not focus on short-term gains in rare-earth prices," said Zhao Shuanglian, vice chairman of Inner Mongolia Autonomous Region. "We want rare-earth industries to locate in Inner Mongolia, and we're discussing with government departments to stabilize rare earth prices."

With China controlling more than 90% of the world's output of rare-earth metals, which are used in environmentally friendly technologies such as hybrid-car batteries, and after recent steps by Beijing to reduce mining and exports of the metals, concerns have grown globally of a developing race to control the small but increasingly important market.

Mr. Zhao, whose rank is equivalent to a deputy governor, said Beijing's recent moves were meant more to attract manufacturing investments.

Still, the call for high-end manufacturers to set up shop in Inner Mongolia raises much the same concerns as the export restrictions by signaling that China will keep more of its rare-earth resources at home.

"It will certainly highlight to the world that these metals are strategic," said Rod McIllree managing director, Greenland Minerals & Energy Ltd., a mineral exploration and development company, who also stressed he was not commenting directly on Zhao's opinions. "If the supply is stopped, production outside of China is effectively finished."

Rare-earth metals have gained importance with the expansion of the hybrid car industry as tiny amounts of rare earth metals can drastically improve battery performance. The metals also go into industrial magnets, liquid crystal displays, mobile phones and electric motors.

China's Ministry of Industry and Information Technology issued a draft policy last month that would tighten rare-earth export restrictions. The ministry aims to enact an annual export quota of 35,000 tons and potentially ban at least five types of rare-earth elements, in addition to a slew of measures to control mining, Bian Gang, vice chairman of the China Nonferrous Metals Industry Association said last week.

China is also taking steps to consolidate its rare-earth industry. Mr. Zhao, who said he runs the region's industrial policy, said Inner Mongolia Baotou Steel Rare Earth Hi-Tech Co. would lead that consolidation. The move is aimed at creating a group of rare-earth miners and processors in the region's western parts. Inner Mongolia Baotou Steel Rare Earth's stock rose 7.6% in Shanghai trading Wednesday.

"Most of the consolidation is complete," Mr. Zhao said. "We want to build Baotou into an international rare earth production base."

Rare-earth resources have not been well developed in major markets like the U.S., where rare-earth concentrates are significantly mined in only one deposit, in Mountain Pass, California.

Japanese firms including Sumitomo Corp. and Toyota Motor Corp. have already begun to develop alternative sources of rare earth in Kazakhstan and Vietnam.

The value of global rare-earth trade last year was just $1.25 billion, projected to grow to about $3 billion by 2015.

A spokeswoman at the U.S. Embassy in Beijing said Friday that the U.S. is aware of China's draft proposal but hasn't seen its contents. "We note that the World Trade Organization has strong rules to discipline export restraints, and we would be concerned by any WTO member's policies that appear to be inconsistent with its WTO obligations," she said.

Meanwhile, Dudley Kingsnorth, executive director of Industrial Minerals Co., who managed Lynas Corp.'s Mt. Weld rare-earth project in Western Australia for a decade, noted that development of rare-earth manufacturing in China would help Beijing create jobs.

"The Chinese are trying to go downstream," he said. "If they put rare earth in TVs, they can employ millions. ... The price you must pay is to move manufacturing to China."

[4now]

As hybrid cars gobble rare metals, shortage looms
Wed Sep 2, 2009 2:08am EDT
LOS ANGELES (Reuters) - The Prius hybrid automobile is popular for its fuel efficiency, but its electric motor and battery guzzle rare earth metals, a little-known class of elements found in a wide range of gadgets and consumer goods.

That makes Toyota's market-leading gasoline-electric hybrid car and other similar vehicles vulnerable to a supply crunch predicted by experts as China, the world's dominant rare earths producer, limits exports while global demand swells.

Worldwide demand for rare earths, covering 15 entries on the periodic table of elements, is expected to exceed supply by some 40,000 tons annually in several years unless major new production sources are developed. One promising U.S. source is a rare earths mine slated to reopen in California by 2012.

Among the rare earths that would be most affected in a shortage is neodymium, the key component of an alloy used to make he high-power, lightweight magnets for electric motors of hybrid cars, such as the Prius, Honda Insight and Ford Fusion, as well as in generators for wind turbines.

Close cousins terbium and dysprosium are added in smaller amounts to the alloy to preserve neodymium's magnetic properties at high temperatures. Yet another rare earth metal, lanthanum, is a major ingredient for hybrid car batteries.

Production of both hybrids cars and wind turbines is expected to climb sharply amid the clamor for cleaner transportation and energy alternatives that reduce dependence on fossil fuels blamed for global climate change.

Toyota has 70 percent of the U.S. market for vehicles powered by a combination of an internal-combustion engine and electric motor. The Prius is its No. 1 hybrid seller.

Jack Lifton, an independent commodities consultant and strategic metals expert, calls the Prius "the biggest user of rare earths of any object in the world."

Each electric Prius motor requires 1 kilogram (2.2 lb) of neodymium, and each battery uses 10 to 15 kg (22-33 lb) of lanthanum. That number will nearly double under Toyota's plans to boost the car's fuel economy, he said.

Toyota plans to sell 100,000 Prius cars in the United States alone for 2009, and 180,000 next year. The company forecasts sales of 1 million units per year starting in 2010.

As China's industries begin to consume most of its own rare earth production, Toyota and other companies are seeking to secure reliable reserves for themselves.

Reuters reported last year that Japanese firms are showing strong interest in a Canadian rare earth site under development at Thor Lake in the Northwest Territories.

A Toyota spokeswoman in Los Angeles said the automaker would not comment on its resource development plans. But media accounts and industry blogs have reported recently that Toyota has looked at rare earth possibilities in Canada and Vietnam.

[4now]

China tries to calm unease over rare earths curbs
(AP) – 3 hours ago

BEIJING — A Chinese official tried to calm unease about curbs on exports of rare earths used in clean energy products and superconductors, saying Thursday that sales will continue but must be limited to reduce damage to China's environment.

China produces nearly all the rare earths used in batteries for hybrid cars, mobile phones, superconductors, lightweight magnets and other high-tech products. Reports of a plan to reduce exports sparked concern about the impact on industry abroad.

Beijing will encourage sales of finished rare earths products but will limit exports of semi-finished goods, said Wang Caifeng, deputy director-general of the materials department of the Ministry of Industry and Information Technology.

Exports of raw ores already is banned, and said that will continue, Wang said at an industry conference.

Wang refused to confirm Chinese news reports that this year's exports will be cut to about 8 percent below 2008 levels and future exports will be capped at similar levels. She said a plan will be be issued later this year.

"China, as a responsible big country, will not go back and will not take the road of closing the door," Wang said.

But she said China has to limit output to protect its environment. She said production of one ton of rare earths produces 2,000 tons of mine tailings.

"China has made a big sacrifices for rare earths extraction," said Wang, who said she has spent her whole 30-year career overseeing the industry. "It has damaged our environmental resources."

Wang spoke at the Minor Metals & Rare Earths 2009 conference, cohosted by China Chamber of Commerce of Metals Minerals & Chemicals Importers & Exporters and Metal Pages Ltd., a London-based metals trading and information company.

China accounts for 95 percent of global production and about 60 percent of consumption of rare earths, which include such metals as dysprosium, terbium, thulium, lutetium and yttrium, according to the U.S. Geological Survey.

The United States supplied nearly all its rare earths needs from its own mines as recently as 1990, according to the USGS. But it says output plunged after the market was flooded with low-cost ore from China, which has lower labor costs and less-stringent environmental controls.

China wants to develop its industries to process rare earths and create products from them, Wang said.

China banned new wholly foreign-owned processing ventures in 2002 but some French and Japanese companies set up operations before that, Wang said. She said new foreign investors will be required to work through joint-ventures with Chinese partners.

Last year, China exported 10,000 tons of rare earths magnets worth $400 million and 34,600 tons of other rare earths products worth $500 million, according to Wang.

China used 70,000 tons of rare earths in 2008 out of reported total global consumption of 130,000 tons, Wang said. She said she believed global consumption was higher than indicated by the official statistics.
China's demand for rare earths has surged as manufacturers shifted production of mobile phones, computers and other products to Chinese factories.

The United States and European Union have objected to similar Chinese controls on exports of other industrial materials. They filed a World Trade Organization complaint in June accusing Beijing of improperly favoring its industries by limiting exports of nine materials including bauxite and coke in which it is a major supplier.

Associated Press researcher Bonnie Cao contributed to this article.

[4now]

Rare Earths Supplies May Be Inadequate, China Says Sept. 3 (Bloomberg) -- China said supplies of dysprosium and terbium, minerals needed to make hybrid cars and televisions, may be inadequate for its needs, amid growing concerns that exports from the largest rare-earths producer may fall.
China, which accounts for more than 90 percent of global rare-earths output, “may not have enough supply” of the two minerals as demand surges, Wang Caifeng, deputy director-general of the raw materials department at the Ministry of Industry and Information Technology, said today.

Surging production of hybrid cars and music players such as Toyota Motor Corp.’s Prius and Apple Inc.’s iPod have driven up demand for rare earths even as China cut export quotas to shore up prices and ensure domestic supplies. China won’t ban exports of the minerals, Wang said today.

“The rest of the world has become a little concerned” about possible export bans from China, said Judith Chegwidden, managing director at London-based Roskill Information Services Ltd, an industry research group. “Dysprosium is increasingly used in permanent magnet motors in hybrid cars like Prius or wind turbines. Demand is growing fast.”

China has about half of the world’s rare-earths reserves. The government started to curb output and exports in 2006 as prices dropped.

“We’re always exploring alternative procurement sources,” said Paul Nolasco, a spokesman for Toyota, declining to comment specifically on China’s policy. Neodymium, a type of rare earth, is used to make the electric motor of its Prius car, he said.

Falling Exports

Chinese exports of rare earths fell 35 percent to 34,600 metric tons in 2008 from 53,300 tons in 2006, according to Inner Mongolia Baotou Steel Rare-Earth Hi-Tech Co., which owns the largest rare-earths mine.

“Demand is growing in areas of military defense, missiles, electronic information and green energy,” the ministry’s Wang said at a conference in Beijing. “Modern society can’t do without cell phones and televisions.”

China needs 70,000 tons of rare earth a year, she said.

Terbium is a silvery-white metal used to make alloys and phosphors used in lamps and TV tubes. Other rare earths include neodymium, which is also used in mini hard drives in laptops and headphones in Apple’s iPod. Yttrium and europium are used to generate red on color TV and computer monitor screens.

Mining for rare earths has led to “serious pollution,” Wang said. To mine a ton of the material could lead to 2,000 tons of dirt and waste, she said.

China cut 2009 output quotas of rare earths by 8.1 percent from a year ago to 119,500 tons, the Ministry of Industry of Information and Technology said May 18.

Minor Metals

The Asian country is also encouraging producers of minor metals to export processed products rather than raw materials to increase the value of shipments, Liang Shuhe, deputy head of foreign trade at the Ministry of Commerce, said.

Minor metals include antimony, magnesium, zirconium, mercury and bismuth, according to the Minor Metals Trade Association. China’s Jinduicheng Molybdenum Co. is Asia’s largest producer of molybdenum, used to harden steel.

“The majority of China’s minor metals exports remain in the raw material form,” Liang said at the conference. “We encourage exports of high value-adding, high-end products instead of the raw materials.”

[4now]

tja die größten HREE Reserven hat eventuell GWG
naja wir sollten bald mal ein paar hundert % steigen im Aktienkurs
ist ja nun wirklich offensichtlich daß wir genau daß haben was die Welt braucht.
http://seekingalpha.com/author/jack-lifton/instablog

[4now]

Mal was ganz Neues: In dem folgenden Artikel steht daß Japan RE Reserven für zwei Jahrzehnte hat und zu importieren aufhört wenn die Preise zu hoch sind.
Passt nicht ganz zu anderen Artikeln aber es könnte erklären warum die Japaner immer noch so cool sind.
http://www.beijingdaily.com.cn/chinanews/200909/t20090903_53…

The Inner Mongolia autonomous region is conserving reserves of rare earth metals, limiting exports and revamping the industry to prop up slumping prices and attract more investment, an official said Wednesday.
Rare earth metals, a collection of 17 different chemical elements, are used in superconductors, hybrid cars and other high-tech devices.

China now produces 95 percent of the world's rare earth metals, with 75 percent of that coming from Inner Mongolia, AP reported Wednesday.

Production at high-quality ore mines will be limited to avoid over-exploitation and protect the resources, Zhao Shuanglian, vice-chairman of the autonomous region, said a joint press conference in Beijing Wednesday involving the five autonomous regions.

"We are not taking the short-term view of just trying to prop up prices Imposing controls and reducing exports aim to attract more factories using rare earth metals from home and abroad to Inner Mongolia," he said.

In each of the last three years, China has reduced the amount of rare earth metals that can be exported.

Manufacturers in other countries that use the metals to make high-density magnets, low-energy light bulbs, computer disk drives, electric motors, lasers and catalytic converters are worried about the curb on exports.

Toyota officials reportedly expressed strong concern on Sunday about the availability of the rare metals, since demand is surging for hybrid vehicles and wind turbines, the New York Times reported on Tuesday.

The electric motor in a Prius, for example, requires two to four pounds of neodymium, said Dudley Kingsnorth, a consultant in Perth, Australia, it reported.

But according to a Xinhua News Agency report citing Xu Guangxian, academician of Chinese Academy of Sciences, Japan has enough reserves of rare earth metals to last for two decades.

The huge reserves also give Japan a say in the price, since it stops importing and uses reserves when the price rises, Xu said.

To keep the price stable and improve profits, the Inner Mongolia autonomous region government and the central government are investigating the possibility of setting up a national reserve system, Zhao said Wednesday.

Xu previously suggested that the central government should spend $1 billion each year to store rare metals when the price is low.

The autonomous region government is also trying to revamp the industry in western China by merging smaller companies into the Baogang Rare Earth Corporation, he said.

The mushrooming of small-scale producers in the past few years has led to a production capacity in China of 120,000 to 150,000 tons per year, higher than the global demand of 100,000 tons, according to Xu.

"Many of these producers would rather sacrifice the export price than stop production," Zhang Peicheng, director of Rare Earth Research Institute under Baogang Group, told China Daily Wednesday.

As a result, the prices of some rare earth metals have become unreasonably low. According Xu's estimate, the current price of rare earths oxide equals the levels before 1985.

[nicolani]

die scheissen sich wohl in die hose, in absehbarer zeit nichts mehr zum produzieren zu haben, die haben definitiv gar keine vorräte, hätten sie diese, könnten sie ohne produktion ja mehr geld verdienen, nur durch verkauf selbiger vorräte, grins, grins...

[nicolani]

also lasst euch nicht verarschen, mit solchen meldungen will man nur billig einkaufen!!!

[4now]

Antwort auf Beitrag Nr.: 37.915.135 von nicolani am 03.09.09 21:50:55

ich seh das fast wie du
es gab voriges jahr mal einen Artikel da stand was von Vorräten die für 20 Tage reichen,...
der Hinweis kam ja von einem chinesischen Akademiker
20 jahre mal 40000t/a wo sollen die denn auch herkommen ?

[4now]

China predicts rare earths shortage
By Patti Waldmeir in Shanghai and Peter Smith in Sydney

Published: September 3 2009 16:03 | Last updated: September 3 2009 16:03

China on Thursday predicted a domestic shortage of some minerals needed to produce green and high-technology products, exacerbating concerns that Beijing may tighten its stranglehold on global supply of so-called rare earth elements.

China, which supplies about 95 per cent of the global rare earths market, is considering plans to clamp down further on export quotas for the valuable minerals used to produce everything from hybrid cars to iPod music players.

Export quotas for rare earths have been cut for the past three years, but Beijing is now considering a plan for much sharper curbs which could leave multinational companies scrambling for other sources to supply their own growing needs.

Wang Caifeng, an official of China’s Ministry of Industry and Information Technology, told a conference in Beijing that domestic demand for dysprosium and terbium may outstrip supply, but she denied reports that China is considering a ban on some rare earth exports.

Her comments came as Australia demonstrated its concern that China may be trying to dominate rare earth supplies beyond its borders as well. Australia’s foreign investment regulator has delayed for the second time China Nonferrous Metal Mining’s proposed A$470m ($395m) investment in one of the country’s leading rare earths mining projects.

The Chinese state-owned enterprise agreed to pay A$252m for a 51.6 per cent stake in Lynas in May and also promised to provide access to US$184m (A$221m) of debt to allow the Australian group to develop its Weld Range project in Western Australia, one of the world’s richest rare earth deposits.

Nicholas Curtis, Lynas executive chairman, said the deal would “increase global supply and diminish concentration of supply out of China”.

Foreign suspicions of Beijing’s plans for world domination of rare earths have been fed by comments from no less than Deng Xiaoping, the former Chinese leader who said in 1992 that while the Mideast had oil, China had rare earths.

But foreign and Chinese industry sources doubt Beijing’s dominant goal is to create an Opec-like price cartel. After flooding the world market with cheap rare earths for more than a decade, Beijing now wants to ensure that it has the materials it needs to feed its own growing ambitions to build advanced and green technology industries such as electric vehicles.

Inner Mongolia, which contains 75 per cent of China’s rare earth deposits, said earlier this week that it wanted to build a strategic reserve of rare earths to stabilise prices. It also wants to consolidate the local industry. The aim, according to Inner Mongolia officials, is to conserve reserves and attract more users to set up manufacturing plants in Inner Mongolia.

Rare earths have been sold too cheaply, and some traders have sold supplies illegally overseas, threatening domestic supplies and causing over-exploitation and environmental problems, according to an official of the Chinese Society of Rare Earths.

Just cutting production, without a strategic reserve to boost price, will be hard for central government, because that will hurt profits of some state-owned firms and local governments, analysts say.

Further Chinese export curbs could stimulate production outside China, industry experts said. According to a 2006 survey by the US Geological Survey, 43 per cent of global rare earth reserves are outside China, though few are currently being exploited.

Additional reporting by Shirley Chen in Shanghai and Yang Jie in Beijing

[4now]

http://agmetalminer.com/2009/09/03/china-and-rare-earth-meta…
“Do we need to be vigilant when it comes to the near- and long-term Chinese strategy for their rare earth metals and other resources? Absolutely. Do we need to develop those alternate sources for rare earths as quickly as possible? You bet! Is the current fever pitch of wailing and gnashing of teeth on this subject warranted, coupled with near-apocalyptic language in the blogosphere, Twitterverse and even in the more conventional media realms?I don’t know for sure - but probably not.”

[4now]

mal was auf deutsch:
Gemischte Resonanz auf Chinas Seltenerd -Aktivitäten
04.09.09, 14:24 Uhr | Lesezeichen | Versenden PEKING (Dow Jones)--Chinas Bemühungen um eine Kontrolle des globalen Seltenerdmarkts haben auf einer Konferenz der Branche in Peking eine gemischte Resonanz gefunden.



Chinas Ministerium für Industrie und Informationstechnologie (MIIT) hatte im vergangenen Monat vorgeschlagen, die Exportquoten für Seltene Erden zu kürzen und einige der Produkte womöglich ganz von der Ausfuhr auszunehmen. Während offizielle Stellen im Anschluss Bedenken entgegen traten, China wolle Seltene Erden horten, kam von einem US-Bergbauunternehmen Zustimmung. Auf der Konferenz "Metal-Pages Minor Metals and Rare Earths 2009" in Peking sagte Mark A. Smith, Chief Executive der Molycorp Minerals (Colorado), diese Entwicklung sei sehr positiv für die Industrie. Sie würde aufstrebende kleine Bergbauunternehmen weltweit anspornen, nach alternativen Quellen dieser Erze zu suchen. "Wir sind seit 15 bis 20 Jahren sehr abhängig von China, und es ist Zeit für den Rest der Welt, hier aufzuschließen." Molycorp betreibt die Seltenerdmine Mountain Pass in Kalifornien, den einzigen nennenswerten Bergbau von Seltenen Erden in den USA. Mit einer Jahresförderung von 2.150 t ist die Mine aber im Vergleich zu China kaum der Rede wert, dort erreichte die Produktion im vergangenen Jahr 125.000 t.
Ganz anders ist aber die Stimmung unter den Käufern dieser Metalle. So äußerte Shigeo Nakamura, Präsident des Handels- und Verarbeitungsunternehmens Advanced Material Japan Corp, die japanische Industrie sorge sich um die stabile Versorgung aus China. Sie versuche ihre Position abzusichern, indem sie sich bei Minenentwicklungen in Brasilien, Australien, Vietnam und Kanada engagiere. Sie hoffe, damit bis 2012 alternative Bezugsquellen zu erschließen. Außerdem arbeiteten japanische Wissenschaftler daran, den Anteil der Seltenerdmetalle in der Herstellung von Batterien für Hybridfahrzeuge zu reduzieren. Eine völlige Substitution sei aber unmöglich, betonte Nakamura. Zudem hätten japanische Käufer bei Dysprodium einen Vorrat für den Bedarf eines Jahres aufgebaut. Hierbei handelt es sich um ein wichtiges Erz, das für Datenspeichersysteme, Leuchtstofflampen und Nuklearreaktoren gebraucht wird. Nakamura wies aber auch auf den enormen Eigenbedarf Chinas hin. Für die japanische Industrie werde jedenfalls die Pekinger Exportpolitik bei Seltenen Erden einen gravierenden Einfluss haben. Wenn Japan nicht die Seltenen Erden bekomme, die es benötige, könnten viele High-Tech-Erzeugnisse nur mit Schwierigkeiten hergestellt werden. Deshalb komme es sehr auf Zusammenarbeit an.

DJN/DJG/bdz/voi

[4now]

audi chef sagt "Volt" elektroauto ist nur für idioten
40000$ zahlen ist im Vergleich mit einem Toyota Prius auch wirklich nur was für ...

Audi Chief Responds to “Volt is a Car For Idiots”
http://gas2.org/2009/09/03/audi-chief-responds-to-volt-is-a-…

[4now]

in dem artikel wird tatsächlich mal GWG erwähnt

http://www.miningweekly.com/article/interest-in-rare-earths-…

[4now]

video mit jack lifton auf CNBC über avalon und rare earth
http://www.cnbc.com/id/15840232?video=1237311949&play=1

[nicolani]

we've got a great play!!

[4now]

Antwort auf Beitrag Nr.: 37.924.087 von nicolani am 04.09.09 22:23:19

obwohl momentan ists der positive Markttrend für Rare Earth
und hunderte Artikel die jeden Tag über China und rare earth geschrieben werden.
avalon ist nachwievor höher bewertet obwohl sie sicher
nie so viel umsatz machen werden wie GWG.
Völlig unterbewertet- alles unter 1€ ist lächerlich

[nicolani]

Antwort auf Beitrag Nr.: 37.924.285 von 4now am 04.09.09 23:03:37

glaube, dass es jetzt schnell über 1 cad geht!!

[4now]

Antwort auf Beitrag Nr.: 37.926.015 von nicolani am 05.09.09 17:39:29

ja laß uns das Ding hochpushen
aber im Ernst: Lynas ist weiter ohne Finanzierung und steht.
Molycorp muß erst die Umweltauflagen erfüllen und wird
erst sehen ob sich dann die Umwelttruppe die ihnen im Jahr 2000
das Wasser abgedreht hat nicht wieder auf die Pelle rückt.
Arafura ist Chinesische Produktion außerhalb Chinas so wie sich das
derzeit liest ob da auch nur ein Gramm für Nichtchina übrigbleibt ?
Laut Reuters werden 40000t RE fehlen.
Und da es immer bestimmmter REE Bedarf kann sein daß die Abbaumenge noch viel höher sein muß um zum Beispiel genug Dysprosium zu haben.
Hab heute einen netten Artikel über die Windenergie in China gelesen einfach unglaublich was die in den nächsten 10 Jahren vorhaben. Wenn man annimmt daß die auch irgendwann die effizienteren Neoydymium Windkraftanlagen einsetzen oder es schon tun (was ich mir noch anschauen muß) dürfte
das einen Bedarf weit über allen bisherigen Schätzungen geben.
http://www.evwind.es/noticias.php?id_not=1119
Nicht umsonst versuchen die Chinesen Reserven zu bilden
und die Exporte zurückzufahren.
Ich denke daß das GWG Management mit Toyota eine Einigung erzielen wird. Das wird dann die Tür zu weiteren Deals öffnen.
Mir persönlich ist auch nach den Erklärungen die Micdid zu Avalon gemacht hat völlig schleierhaft warum die so abgehen.
"Niemand" scheint GWG zuzutrauen daß sie ihre Strategie auch umsetzen können dabei haben sie bereits den dicksten Fisch von allen an der Angel.

[Videomart]

streetwise
"The Gold Report"

Morning Coffee, Canaccord Capital (09/01/2009)

"Set to become even rarer? Just like uranium, molybdenum and lithium before them, rare earth metals are now enjoying the perks that come with not only being the new kids on the block, but also being the most popular (they have the right stuff). Rare earth metals are used in the making of hybrid vehicles, electric vehicles, iPods and Blackberrys. As the Globe and Mail highlighted yesterday, because of the popularity of hybrid cars like the Prius with its electric motor and battery that guzzles rare earth metals, worldwide demand for rare earth metals, covering 15 entries on the periodic table of elements, is expected to exceed supply by some 40,000 tonnes annually in several years, unless major new production sources are developed. On top of that, China, the world's dominant rare earths producer, is currently looking at options that would include hoarding and banning exports of certain rare earth metals—just when global demand is swelling. Providing some hope is private company Molycorp Minerals, which plans to reopen the Mountain Pass mine in California (by 2012)—the largest past producer of rare earth metals in the U.S. The list of established players in rare earth metals on the North American markets is thin. Canaccord Adams is bullish on Neo Materials (NEM), which does not mine rare earth metals but instead participates in the separation and processing of the metals. The following is a list of some of the smaller rare earth metals exploration names Canaccord Adams is keeping an eye on: Lynas (LYC:ASX), Avalon (AVL), Arafura (ARU:ASX), Greenland (GGG:ASX), Rare Element (RES), Commerce (CCE), Great Western (GWG), Hudson (HUD) and Matamac (MAT)."

http://www.theaureport.com/cs/user/print/quote/5217?x-t=prin…

[nicolani]

falls du interesse an china-wind-aktie hast, melde dich per BM

[nicolani]

auch gwg wird seinen weg machen, der viel gewaltiger als der von avalon sein wird, mit avl wurde die aufmerksamkeit der kleinanleger gezielt von gwg weg gelenkt, damit sich die instis in aller ruhe hier eindecken konnten, hier wird bald der deckel wegfliegen, zudem haben wir noch die annexbetriebe, die die wertschöpfungkette erweitern!! kommt zeit, kommt kurs!!

[4now]

http://www.resourceinvestor.com/News/2009/8/Pages/Heavy-rare…

[4now]

zum thema Rare Earth in den Windkraftanlagen
http://www.terramagnetica.com/2009/08/07/10-mw-and-beyond-ar…
http://www.terramagnetica.com/2009/08/03/how-does-using-perm…

[nicolani]

Antwort auf Beitrag Nr.: 37.926.785 von 4now am 06.09.09 00:17:37

absolut interessant!!

[4now]

Antwort auf Beitrag Nr.: 37.928.566 von nicolani am 06.09.09 20:26:15

diese im Link von Beitrag #674 erwähnte Sinovel Wind Ltd.
soll bereits der größte Chinesische Windkraftanlagenbauer sein (?)
Bei den 3MW Anlagen die bereits 2009 verbaut werden sollen bereits die Permanent Getriebe zum Einsatz kommen die sie mit AMSC entwickeln. Das heißt da sind schon RE drinnen. Der Bedarf wird
mal mit 750Pfund(Jim Dines) mal mit 1t angegeben(GWG). Dürfte an der MW Größe liegen. Bei General Elektric sind 50% der Anlagen bereits mit RE.

[4now]

interessant jetzt kommen sogar die Angaben zu den Reserven der Japaner. Nachdem im Artikel von #667 für Dysprosium reserven für eine Jahresproduktion angegeben wurden. Steht im folgenden daß es für alle REElemente Reserven für eine 2/3 Jahresproduktion gibt.
Was natürlich viel zu wenig ist um damit eine Produktion zu planen wenn der Nachschub im Zweifel ist so wie er das jetzt ist.

South Korea and Japan nearly import all rare earth elements from China. The minerals are used in one third of Japan's industrial sector, and the country has on reserve two thirds of its annual imports for strategic proposes.
http://english.cctv.com/program/newshour/20090905/104795.sht…

[4now]

Why does China's rare earth sell so cheaply?
Although China has more than 50% of global reserves of rare earth resources, and accounts for 90% of global market share, the reality is that from 1990 to 2005, China's export volume of rare earth increased by nearly 10 times, while the average price fell to half the 1990 price. Some people believe that foreign trade of China's rare earth is a complete business failure. China's rare earth is "under bought."

Vice-Minister Miao Wei of the Ministry of Industry and Information Technology, said after nearly 60 years of scientific and technological research and development, China has become the world's largest rare earth resources, production and exporting country, but this does not mean that China can control the supply lifeline of the world's rare earth.

China's total reserves and production scale of rare earth ranks first in the world, why it does not have the power to control world prices?

Academician Xu Guangxian from the Chinese Academy of Sciences briefly outlines the development path of China's rare earth industry, which clearly reveals the reason for rare-earth's being sold cheaply.

In 1990s, China's output of high purity rare earth accounts for 90% of the world's total. Due to weak awareness of intellectual property protection in China's technology and business community, the separation technology which was originally applied only in three giant state-owned rare-earth companies in Baotou, Shanghai and the Pearl River quickly spread to local and private enterprises. Dozens of factories were set up and production capacity grew to as much as 120,000 to 150,000 tons, far greater than the world's demand of 100,000 tons, resulting in oversupply, thus rare-earth prices have been artificially lowered. China's rare earth industry is facing a non-profit dilemma.

To solve this problem, honorary chairman of the Chinese Society of Rare Earths Zhou Chuandian, rare-earth team leader academician Li Dongying at the National Development and Reform Commission and other rare-earth experts have repeatedly called for the rare-earth industry to self-limit output and raise prices.

In 2005 and 2006, rare-earth experts proposed to the State Council twice and Premier Wen gave rapid instructions. From 2007, the Ministry of Land and Resources restricted the rare earth production to 80,000 tons, less than the world's 100, 000 tons demand.

When the news was released, rare-earth prices witnessed a 1-3 times increase from 2006, and remained high in 2007. But between 1995 and 2005, Japan, South Korea, and other countries acquired enough low-cost high quality rare earth for 20 years.

According to Xu, due to the global financial crisis, starting in 2008, the price of rare earth once again fell very sharply. But the even more important reason is that Japan and other countries now have rare earth reserves, these countries contribute to increasing availability of rare earths therefore taking some pricing power.

In recent years, sales of China's rare earth are in chaos. The manufacturers lower prices to compete with each other and this disrupts the rare earth raw material market.

"In the export trade, companies have to accept whatever price the foreign buyers offer, meaning precious rare earths are sold quite cheaply," Assistant Director An Sihu at Baotou Rare Earth Hi-tech Zone Administrative Committee said.

http://english.people.com.cn/90001/90778/90857/90861/6750226…

[4now]

Tja die RE werden nicht so billig bleiben wie im nachfolgenden Artikel beklagt. Der Zusammenschluß der derzeitigen Chinesischen Produktion wurde ja bereits angeordnet auf 20 Unternehmen mit je mindesten 8000t Produktion. Und dann werden staatlich koordiniert die Preise hochgefahren.
Interssant finde ich auch daß dies in den letzten 2 Jahren alles nicht so zu lesen war...
China limits metal exports to boost price
It's not just Japan. Other developed countries are also concerned by China's push to curb exports of its rare earth resources. As we just heard, China is home to some of the world's largest reserves... and that's prompted calls for reforms in pricing.
Wei Jianzhong is a rare earth metals miner in Mid-China's Jiangxi Province. He says he's been suffering from a lack of negotiation power on prices for long.
Wei Jianzhong, Rare Earth Metals miner, Jiangxi Prov.,said, "The prices of rare earth metals are not decided by miners, basing on costs and reasonable profit margins. They are decided by buyers. "
The reason is simple....the rare earth metals trade has become a buyers' market. More than 100 miners in China compete fiercely for a handful of international buyers, forcing rare earth metals to be sold dirt-cheap.
Wei Jianzhong, Rare Earth Metals miner, Jiangxi Prov.,said, "If your competitor decides to sell at a below-cost price just for a deal, you cannot beat him. For example, it costs 100 yuan but they sell at 90 yuan."
The competitive pricing has left China's rare earth metals mining industry reeling. From 1990 to 2005, China's rare earth metals export volume increased 10 times but average prices tumbled by two thirds.
Rare earth metals are used in superconductors, hybrid cars and other high-tech devices.
CeO2 is used in various metallurgical and nuclear applications. Its cost per kilogram is 18 yuan, or cheaper than pork.
China has realized over-exploitation and lack of supervision is to blame for dwindling prices.
The US has the second-largest reserves of rare earth metals in the world but has sealed mining sites. Japan also has enough reserves of rare earth metals to last for two decades.
http://english.people.com.cn/90001/90778/90857/90861/6749559…

[4now]

Is The Rare Earth Supply Crisis Due to Peak Production Capability or Capacity
September 6, 2009
Analysis by: Jack Lifton
The current "crisis" in the media in the supply of rare earth metals is most likely due to nothing more sinister than mining capacity in China, the country which today produces some 97% of the world's supply of rare earth metals.

There is sufficient accessible by current technology rare earth mineralization in North America, Australia, Southeast Asia ,Viet Nam, and South Africa to not only make world industry independent of China, but, ultimately, and soon, to supply China's domestic shortfalls.

In November of this year, 2009, in Hong Kong at a rare earth mining themed conference sponsored by Roskill, an in-depth information provider for investors, the noted and highly respected Australian rare earth's expert, Dudley Kingsnorth, will present the results of a new study by him showing the estimated total size and average grade (percentage concentration) of the world's "largest" rare earth elements ore deposits. His new chart will rank the world's known deposits in order of total rare earths contained and, hopefully, recoverable.

Mr. Kingsnorth's data will show conclusively that there is no danger of peak rare earth mining capacity being reached for the indefinite future..

I recently asked Mr. Kingsnorth what caused him to include in his chart only 6 or 7 ore bodies when he, and I, knew that there were many more than that now known and also known to be substantial. His answer was that he tried to be very conservative and only included those deposits which would qualify as having been verified, as to size and grade, by the rules and regulations of either the financial securities agencies of the countries in which they were located or by independent third party verification by persons or agencies without conflicts of financial interest.

Mr. Kingsnorth will be speaking at the conference on risk management of the supply of critical and strategic metals, which I am co-chairing in Washington, DC, on Oct. 20-22, and I hope to engage him on the topic of the world's reserves of rare earths there in a panel discussion.

Let me qualify what i am about to write: I have been "following" the rare earth "space" as an end-use materials engineer and as a mining analyst for nearly 50 years. I am not interested in discussing junior exploration companies that have "suddenly" found rare earth values in their old cores or in reexamining, or retaking, data from old cores. I am very interested in those junior mining companies that knew they had rare earths among other minerals which were their principal interest, those active miners who are now taking a second look at the concentration of rare earths in their residues, and those existing rare earth juniors who have been staking claims and buying shut-down rare earth properties discovered through data mining.

Having made the statement above I want to say that Mr. Kingsnorth's chart is and should be the conservative basis of all analysis of the world's rare earth reserves. I however am going to speculate on the potential of many deposits that Mr. Kingsnorth will not have, as of yet, included for the reasons stated above.

As full disclosure I want to repeat what i have written before: I have physically been to Mountain Pass, California, and Thor Lake, Northwest Territories, Canada this summer to survey the properties of MolyCorp and Avalon Rare Metals. I am this coming week, for the second time, going to speak at the Annual General Meeting of Great Western Minerals Group in Saskatoon, Saskatchewan; I have been analyzing the mineralogical data produced in and around the Lemhi Pass, Diamond Creek, and Powder River properties of Thorium Energy, Inc., and I have reviewed data from Frontier Minerals in the Republic of South Africa. All of these companies have paid any expense I incurred on their behalf and one has paid me fees. i have not received any fees from a publicly traded company in any country, nor do i won, or have I ever owned, shares in any publicly traded mining, or mining related, company in any country.

First and foremost i want to speculate and say that I believe that Avalon Rare Metals and Great Western Minerals Group will both be producing heavy rare earths within 3 to 5 years in countries outside of China, which countries outside of China are each friendly to the USA, politically, and current major trading partners. (Note to those who find the previous sentence a bit confusing: I may not catch all of the spelling errors or typos I make, but I pride myself on my grammar). I am saying that there will be a major crisis brought about by a supply interruption in the sourcing of the heavy rare earth outside of China if China should terminate immediately and all at once its export of these specific materials but that interruption will be cured by Avalon and Great Western Minerals Group within 3 years and within 5 years the world's principal supplies of heavy rare earths will NOT be from China. China knows this well, by the way, and is taking this into account before taking drastic measures.

As for the light rare earths MolyCorp is now supplying 2,200 metric tons a year of lanthanum and neodymium-praeseodymium to the market from its existing pre-2002 reserves. I have been told that MolyCorp will ramp up production from existing ore concentrate stocks to 3,000 MT/yr next year, and plans to restart mining in 2012 and at the same time to ramp up its refining capacity so that it can be producing 20,000 MT a year of rare earth elements in or soon after 2015. I have no doubt that substantial production of light rare earth elements (mainly lanthanum, cerium, and and neodymium-praseodymium) will be under way at Avalon and Great Western by 2015 and at the Lemhi Pass District in Idaho and Montana soon after that. I believe that by 2020 at the latest the world will be independent of China s the source of all of its rare earth metals, and I believe that by 2015 or earlier China will be a net importer of rare earth ores or metals.

I also believe that the end-uses of the rare earth metals that exist today are more than sufficient to drive the demand to expand rare earth production for the next generation as 6,000,000,000 additional consumers enter the market today serving just the 600,000,000 in the west and upper echelons of the far east.

The capability to double (and more than double) today's total volume production (in China) of the rare earth elements is now being constructed in the east and the west. There are large and accessible reserves of rare earths concentrated not in one place, China, but in several places, North America, Australia, southern Asia outside of China, and South Africa. Politics as well as finance will determine where the productive capacity expands first (or if it ever does).

I'm giving a talk, as I said above, at the AGM of GWMG this coming week, and I will publish that talk here next weekend.
http://www.glgroup.com/News/Is-The-Rare-Earth-Supply-Crisis-…

[4now]

http://thenorthernlight.canadaeast.com/business/article/7844…

[nicolani]

das geht runter wie öl!!!

[4now]

Antwort auf Beitrag Nr.: 37.939.764 von nicolani am 08.09.09 16:56:44

18,5Mill Umsatz in Canada
1,3Mill in USA
+31,5%
naja ziemlicher hype derzeit wobei GWG wohl die einzige ist wo es
fundamental gerechtfertigt ist

[4now]

avalon und molycorp haben zwar die medienaufmerksamkeit
das know how die magnete zu produzieren hat aber nur GWG selbst
(Molycorp hat die Zusammenarbeit mit arnold).
http://www.cnbc.com/id/15840232?video=1246078679&play=1

[4now]

Prius zum 4mal meistverkauftes Auto in Japan
is also nicht nur ein Push das Zeug wird wirklich gebraucht und verkauft.
http://www.transworldnews.com/NewsStory.aspx?id=120148&cat=1

[4now]

soda nachdem die Pushphase via Mediahype wieder vorbei ist können wir uns in Ruhe wieder dem Tee trinken widmen.
An den Fundamentdaten hat sich sowieso nix geändert. Es ist hier nur eine Frage der Zeit,...

Canadian Firms Step Up Search for Rare-Earth MetalsPublished: September 9, 2009
BANGALORE — China may lose its near-monopoly on producing so-called rare-earth metals used in hybrid cars and computer hard disks as a host of smaller Canadian companies develop fresh sources of supply over the coming years.

The drive to open new mines comes as Beijing shows signs of tightening restrictions on exports of the metals. Their great magnetic capacity and resistance to high temperatures make the minerals essential components in a variety of technologies, including fuel-efficient cars and wind energy turbines.

Demand for rare-earth metals is likely to increase between 10 percent and 20 percent each year, analysts say, thanks to growing demand for elements like neodymium, which is used in making hybrid electric vehicles and generators for wind turbines.

But supplies are limited. China, which produces about 97 percent of world’s rare-earth metals, curbs exports through quotas and additional duties. In addition, rare-earth metals like neodymium, terbium, dysprosium and yttrium are difficult to mine and process.

Against that backdrop, a handful of Canadian miners are exploring for new supplies in South Africa, Brazil and the United States while pushing ahead with existing projects. Their success could ease fears that manufacturers may find themselves with few, if any, reliable sources of vital rare-earth metals. Such concerns have also raised the share prices of many of these speciality miners.

“There has been increased interest to look into ways to mine rare earth out of China, specially given the protectionism China is applying to its resources,” said Frederic Bastien, an analyst at Raymond James.

Great Western Minerals Group, Rare Element Resources, Avalon Rare Metals and Neo Material Technologies are among the Canadian companies exploring for resources outside China. Their shares have surged in recent weeks amid strong volumes.

Analysts say the rally is partly fueled by speculation that these companies would stand to gain if China goes ahead with proposed export curbs.

In August, China’s Ministry of Industry and Information Technology submitted a report on its rare-earth industry that includes proposals for further restrictions on exports and an outright ban on foreign shipments of a few key rare-earth metals.

But surely, Mr. Bastien said, companies face an uphill task to make their projects commercially viable, and it could take a few years for them to do so.

Jack Lifton, an independent rare-earth metals expert, said that China had reduced exports of the metals since 2004. If that policy continues, the world could face a huge shortfall.

“At end of 2015, China will no longer be exporting rare-earth metals,” he said. “If the West has not found its own manufacturing, then the West will be no longer making rare-earth-based end products.”

Rare-earth metals companies outside China, mostly based in Canada, Australia and the United States, expect to begin their projects in next three to four years.

By 2014, said James Engdahl, chief executive of Great Western Minerals, China will essentially have shut off exports of the minerals because its industries will be requiring everything produced there. “We as a company have been preparing for that.”

The junior explorer, which owns rare-earth properties in Canada and is based in the province of Saskatchewan, now gets raw materials from China to feed alloy plants in the United States. It expects to start production of the metals from its South African project within the next three years.

Constantine Karayannopoulos, chief executive of Neo Material Technologies, one of the few Western companies to have rare-earth processing plants in China, said that China would continue to regulate the sector.

However, he said he did not expect a complete ban on exports of heavy rare-earth metals like dysprosium and terbium.

Analysts expect demand for the metals to skyrocket as they are used in hybrid cars to preserve magnetic properties of metal alloys at high temperatures.

“The draft report is more sort of a flagpole test for reaction reflecting Chinese policy,” Mr. Karayannopoulos said.

“I think for any modern state and any state signatory to the W.T.O.,” he said, referring to the World Trade Organization, “restricting the export of any material which has a stranglehold in the world is just a nonstarter.”

That said, the relationship that Neo Material has cemented with Mitsubishi suggests the level of concern within Japan about Chinese rare-earth supplies.

Neo Material, which is also involved in development of heavy rare-earth resources at the Pitinga tin mine in Brazil, has signed an agreement with Mitsubishi under which the two companies would explore outside of China. The Japanese company is also financing development costs of Neo’s Brazil project.

Japan is one of the largest consumer of rare-earth metals, using them mainly in manufacturing batteries, cameras and laser equipment.

Reuters
http://www.nytimes.com/2009/09/10/business/global/10mineral…

[4now]

der ganze Artikel ist lesenswert
http://www.foreignpolicy.com/articles/2009/09/09/going_green…
......As Ginya Adachi, from the Japanese Rare Earth Association argues, some markets are not really about money; they're about politics. For years Japan has been crying foul about sinister motives behind China's plan to dominate the market. The United States and the European Union are also finally catching on; they no longer view China as a reliable or trusted supplier of rare earth metals, or more generally as a trustworthy trading partner. Major commercial and military firms are already increasing stockpiles and seeking to source rare earth metals from other parts of the world. Japan and the European Union are seriously considering an appeal to the World Trade Organization. If Tokyo and Brussels were to go down that path, Washington would likely offer support, or even join in. Both measures of recourse -- WTO procedures and economic diluting of China's rare-earth-metals monopoly -- will take time. Meanwhile, Beijing will want to continue to restrict exports, even if it does not ban lanthanide sales altogether.

At the end of the day, it will be quiet pressure from Washington, Tokyo, and Brussels, backed by a credible threat of selective retaliatory trade restrictions, that forces China to reconsider the collateral costs of becoming the "OPEC of rare earth metals." Yet even this pressure must be applied carefully. Tensions with China should be shielded from the public realm because Beijing has a deserved reputation for unpredictability when it faces the prospect of "losing face." Turning China into a comic-book villain on this issue will probably only backfire.

[4now]

http://www.benzinga.com/page/great-western-minerals-group-an…GWG News

Great Western Minerals Group Announces Conversion of Outstanding DebenturesPosted on 09/10/09 at 2:40pm SASKATOON, SASKATCHEWAN--(Marketwire - Sept. 10, 2009) -

(NOT FOR DISTRIBUTION TO THE UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES)

Great Western Minerals Group Ltd. (TSX VENTURE:GWG) (PINK SHEETS:GWMGF) ("GWMG" or the "Company") announced today that it has consented, in accordance with the terms of such debentures, to the sale to third party purchasers of its existing secured convertible debentures originally issued on September 27, 2008, (the "Debentures") having an aggregate principal amount of Pounds Sterling 2,500,000, plus an accrued and unpaid Pounds Sterling 300,000 completion fee plus accrued interest. Furthermore, subject to TSXV approval, the Company has consented to the amendment to the terms of the Debentures to allow for the immediate conversion of the entire principal amount, accrued and unpaid completion fee and outstanding interest of the Debentures into 20,720,425 common shares in the capital of the Company ("Common Shares") in accordance with the pricing set forth in the Debentures.

An advisory fee of C$346,653 was paid to Pope & Company Limited of Toronto, which amount was satisfied by the issuance of 1,216,325 Common Shares (the "Finder's Fee"). The securities issued in connection with the Finder's Fee are subject to a four month hold period under applicable Canadian securities legislation.

Jim Engdahl, President and CEO of Great Western Minerals Group is extremely pleased with the conversion of the Debentures. Engdahl said, "This transaction is very positive for our Company. It eliminates over Pounds Sterling 2,800,000 of debt obligations from our balance sheet, the associated 10% interest cost, the security attached to it, as well as the potential overhang from the floating conversion price of these Debentures as they approach maturity. The Company's debt obligations are now limited to a working capital line on its cash flow positive and growing processing business, Less Common Metals, and the recently issued C$816,667 convertible debentures. With the clean up of our balance sheet, along with the recent triggering of the early maturity date on our outstanding warrants exercisable at C$0.15, the Company feels it is in a much stronger financial position to further its projects, to take advantage of the growing interest in the rare earth sector and to realize the benefits of our mine to market business model. The Company has been very pleased with its relationship with Pope & Company in advising on the clean up of our balance sheet over the last several weeks."

Jim Engdahl, President

About Great Western Minerals Group Ltd.

Great Western Minerals Group Ltd. is a Canadian-based company with six rare earth exploration and development properties in North America with an option on a sizable additional property in South Africa. In addition, as part of the Company's strategy to pursue a vertically-integrated business model, the Company's wholly-owned subsidiaries of Less Common Metals Limited located in Birkenhead UK, and Great Western Technologies Inc., located in Troy, Michigan, produce a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing copper, nickel, cobalt and the rare earth elements.

[nicolani]

it's a great share, i love it!!!

[4now]

Antwort auf Beitrag Nr.: 37.958.057 von nicolani am 10.09.09 21:27:36

[nicolani]

welcome!!

[4now]

Antwort auf Beitrag Nr.: 37.958.397 von nicolani am 10.09.09 22:06:45

da war einer auf dem heutigen Shareholdermeeting

DeathMagnet0
9/10/2009 4:02:33 PM | | 7 reads | Post #27441786 Rate
This was way better than I could've imagined.

I met Jack Lifton and talked to him for a few minutes about GWG and also his partial interview on CNBC that was cut short because the woman was mad at him.

He said GWG is the most underrated company he has ever seen. Its gonna be dynamite.
He has changed his mind on who will be producing first, thats GWG
He talked about the Chinese and their five year plan that ends in 2010, and then their new five year plan begins
and that they won't be exporting anymore but importing instead from GWG before 2015.Check his Blog on Sunday.

He talked about Toyota and their 50 year plan that has nothing to do with Lithium.
He talked about the US military phoning him last week to ask questions, and told them to phone Saskatoon.

John Kaisers name came up from Jack, but I never seen him or Jim Dines Not really sure what Jim Dines looks like.

Also the expert from Less common minerals David Kennedy, is running the plant in Michigan and according to Jack could be the best in the world at what he does.(but Jack doesn't know any of the Chinese people in the field)
David has made good changes already.

This makes me happy, its just like having a new baby in the house.

I will sleep like a baby again knowing that these well contected people are doing their jobs for us.

Should be news from South Africa and Toyota and Utah and Hoidas Lake in the coming months.

This will be in the local paper tomorrow and keep checking their website for the video of Jack singing praise for GWG.

[4now]

Big Things Ahead For Sask. Mining Company
Rare earth elements could be huge for province

Reported By Brendan Wagner
Posted September 10, 2009 - 1:06pm
If you've ever made a call on a cell phone, driven a hybrid vehicle, or installed a compact flourescent lightbulb, you've had direct contact with rare earth elements.

97 per cent of those elements come from China, but Saskatchewan has a huge untapped supply. And that's what Great Western Minerals Group is attempting to capitalize on.

Rare earth minerals expert Jack Lifton says big things lie ahead for the junior mining company.

"Within two or two and a half years, this will be a very significant company in the Canadian mining industry," he says. "It's going to be your one-stop shop for heavy rare earths. And you know what, it's going to be the world's one-stop shop."

Many of the elements are used in "green" technologies like wind power generators and batteries. Lifton says that could make Saskatchewan a big player in the environmental movement.
http://www.newstalk980.com/story/20090910/22185

[4now]

Kein iPod ohne Chinas exotische Rohstoffe
http://www.faz.net/s/Rub58BA8E456DE64F1890E34F4803239F4D/Doc…

[4now]

Antwort auf Beitrag Nr.: 37.962.895 von 4now am 11.09.09 14:52:57

einer der meint am Anstieg des Aktienkurses heuer den Wert bemessen zu können...a sanfter Trottel würd ich meinen
http://articles.moneycentral.msn.com/Investing/JubaksJournal…

[nicolani]

hier kann man getrost von ausgehen, dass es sich bei gwg um einen echten tenbagger handelt

[4now]

Antwort auf Beitrag Nr.: 37.963.710 von nicolani am 11.09.09 16:16:51

Ja 1-2 € auf die schnelle und 10€ mittelfristig (ums mal im Pusherspeak zu sagen)
Aber ist ganz einfach die Projekte werden entwickelt und irgendwann kommt die News daß die Chinesen dicht machen und dann wirds nur die GWG haben als One Stop Shop.
Sollte auch noch das US-Militär Aufträge erteilen wie das gestern angedeutet wurde dann ist,...Tee trinken und genießen angesagt.


Great Western Minerals Group rocks on
Sask. company poised to become bigger player in rare earth minerals

Cassandra Kyle
The StarPhoenix


Friday, September 11, 2009


Great Western Minerals Group Ltd. (GWMG) will be the first company outside of China to produce heavy rare earth minerals, a minor metals market consultant and analyst predicted at the company's annual meeting on Thursday.

What's more, said Jack Lifton, GWMG will be selling those heavy rare earths to China by 2015. The country, which dominates the rare earth market, is set to consume all the rare earths it produces by around 2012 or 2013, leaving rare earth exports from China a thing of the past and opening the door for export opportunities to the world's most populous nation.

"The fact is, there's so little produced and it's so desirable that I can tell you without reservation that the minute they start producing (rare earths), Chinese buyers will be there bidding on it," Lifton said about GWMG.

"This is in a sense comical, everybody is worried about, 'The Chinese are going to cut us off,' but the Chinese are worried about their supply being inadequate."

Lifton, who does not work for GWMG but follows the company closely, says the company's interest in Rare Earth Extraction Co. Ltd.'s (Rareco) Steenkampskraal Mine in South Africa is one of the reasons it is so valuable. GWMG has the right to acquire exclusive access to 100 per cent of the rare earth elements mined at the site, one which is expected to come into production within about 24 months.

Rare earths are used in a variety of day-to-day applications such as television and computer screens. They're also key components of new magnet technology and hybrid car batteries.

"Rare earths are not going to be substituted because rare earths are the substitute," Lifton said of the growing green market in which rare earths are beginning to play a more dominant role.

"The periodic table, folks, is now closed. No more entrance. We're stuck with what we've got."

MEETING WITH TOYOTA CORP.

Rare earths are so important to the future of green vehicles that Toyota Tsusho Corp. (TTC) -- the Toyota Group's sole trading company -- has signed a letter of intent with GWMG to co-operate on two of the company's most promising heavy rare earth element exploration properties: Douglas River in Saskatchewan and Benjamin River in New Brunswick.

TTC representatives are visiting Saskatoon next week to meet with GWMG executives and tour the properties in question, said the company's president and CEO, Jim Engdahl. Hopes are high the two parties will extend their relationship, he said.

"It will be our intention to complete a joint venture with them to develop these properties," Engdahl said. "They're junior properties but they're very promising in the heavy rare earths sector."

Despite the attention some of the company's properties have been receiving of late, GWMG still looks at its Hoidas Lake property in northern Saskatchewan as its flagship project in the province. Engdahl said metallurgical testing on samples from the property are underway and as soon as issues surrounding the elemental make-up of the site are resolved, production could start in three to four years after all the testing is complete.

Although GWMG is making headlines in recent weeks, the past year was difficult for the company as it struggled, like so many others, in conditions imposed by the global economic slowdown.

"It was an exceptionally tough year because of the financial situation, but we're getting money poked at us from all over North America, if not the world, right now from investment bankers, hedge funds wanting to invest in us now," Engdahl said. "So it's substantially changed our view of the world in the last few months."

Both the company's share value and trading volume on the TSX has risen as of late as the world begins to comprehend the idea that rare earths will be in short supply in a few years. On Tuesday, nearly 19 million GWMG shares traded on the stock market, a record for the company.

GWMG's shares on the TSX closed Thursday at 31.5 cents, up 3.5 cents, or 12.5 per cent, from Wednesday.

[e-mail]

[nicolani]

Antwort auf Beitrag Nr.: 37.963.848 von 4now am 11.09.09 16:29:42

hi 4now, du bist aber auch immer am ball und das auf allen plattformen, kompliment!! aber es wird sich ja auch mehr als lohnen!!

[4now]

Antwort auf Beitrag Nr.: 37.963.964 von nicolani am 11.09.09 16:42:33

aber a bisserl enttäuscht bin ich nachwievor daß der Wert von GWG so ignoriert wird. Wenn ich mir anschau welche Klitschen da durchs Dorf getrieben werden die außer einem Claim und einem Verdacht auf RE nix haben.
Wenn sie soviele Investmentangebote haben warum machens dann nicht was draus ? Und daß sie noch immer keine neuen Daten haben könnens der Billingsley Oma erzählen.
Irgendwie wollens offensichtlich vor dem Toyota Deal nix fixieren

[4now]

um hier wieder etwas zu Pushen:
Noch ein Beitrag von einem User des stockwatch forums
Wenn das so stimmt was der da schreibt daß die US-Regierung jetzt tatsächlich begreift (oder zumindest zuhört)in welcher Situation sie sind...das wär für den Nordamerikanischen RE Markt sicher sehr förderlich.
Molycorp allein werdens nicht fördern können. Und jedes gesetz daß sie ändern läßt sich via GWG-USA(eigene Tochter)und dem Utah Projekt direkt ausnutzen.


DeathMagnet0
9/11/2009 1:13:38 PM

Jack mention about the book he's writing on the needs of the world that has decided to become green.

People are calling from all over the world for interviews. The world has noticed this company. Gary and Bill and company have never seen it so excitedly insanely busy since the start of all this 11 years ago.

And for Jack hes been in Washington for the last 3 weeks giving briefs on the situation and explaining to government what is a rare earth metal. And why they need them. He has never seen it like this. He has been in this field for 40 years.

Good Luck to All

[nicolani]

hi 4now, genau das isses doch, mühsam ernährt sich das eichhörnchen, stay cool und schau einfach zu!! hier entsteht was ganz grosses, was ganz grossartiges , das weisst du doch genauso wie ich, aber genau deshalb nicht trommeln, lass unserer perle einfach zeit zum wachsen, sie wächst stetig und mit kontinuität, und das ohne nennenswerte rückschläge, also ein echter mehrwertgenerator!!

[4now]

Antwort auf Beitrag Nr.: 37.965.921 von nicolani am 11.09.09 21:23:45

Hi nicolani!
ich bin jetzt dann eh ein paar Tage nicht da da kannst du hier den Laden führen
auf resource investor gibts einen Artikel
How to invest in rare earth metals
natürlich wird da wieder Avalon gehypt. Ich frag mich ja immer warum die nicht schnallen daß wenn AVL so interessant ist warum hat Toyota nicht dort angeklopft? Ich denke es wird in 5-10 Jahren genug RE-Steine Lieferanten wie Avalon geben nur muß ma halt auch was draus machen können und das kann halt nur GWG und deshalb ist Toyota auch bei uns zu Gast nächste Woche (HREE Deposit besichtigen mit eigenen Geologen) während man am See von Avalon höchstens Fischen kann.
http://www.resourceinvestor.com/News/2009/9/Pages/How-to-inv…

[4now]

Liftons Beiträge von der GWG Shareholder Versammlung leider sehr schlechte Tonqualität.
wie immer viel blabla aber dann doch interessante Aussagen wie seine Gespräche mit Politikern in Washington
http://www.youtube.com/watch?v=L2N56EwdbXQ
oder im zweiten Beitrag daß die Techtöchter einen neuen
Geschäftszweig machen werden: Pure RE Metals
http://www.youtube.com/watch?v=jZ7IyfiLBfY&NR=1
im dritten Teil gehts darum daß ohne RE nichts geht
und daß GWG die am meisten unterbewertete mining Aktie ist.
http://www.youtube.com/watch?v=_a8A0xWAZXY&NR=1

[MONSIEURCB]

Great Western Technologies Inc Receives DARPA Contract to Develop Aluminum-Based Structural Metal Alloys

* Press Release
* Source: Great Western Minerals Group Ltd.
* On Friday September 18, 2009, 1:17 pm EDT

SASKATOON, SASKATCHEWAN AND TROY, MICHIGAN--(Marketwire - 09/18/09) - Great Western Minerals Group Ltd. (TSX-V:GWG - News) (PINK SHEETS:GWMGF - News) is pleased to announce that its US-based, wholly-owned subsidiary, Great Western Technologies Inc, ("GWTI") of Troy Michigan, has been awarded a US $110,000 Defense Advanced Research Projects Agency (DARPA) contract to develop a set of aluminum-based high strength alloys.

These alloys are a new class of materials that exploit the complex metal compounds that can be formed between rare earth elements and common metals such as aluminum and nickel. In the right circumstances and under good metallurgical control these alloys will produce miniscule precipitates that impart exceptional properties on aluminum alloys. These materials could eventually be used in applications that require low density and high strength such as fan blades or low pressure compressor blades in jet engines or for low-weight but high-strength automotive components. These applications are significant in improving power-to-weight ratios and therefore improving fuel efficiencies.

DARPA is the central research and development organization for the US Department of Defense. DARPA's mission is to maintain the technological superiority of the US Military and prevent technological surprise from harming national security. DARPA provides funding for researchers in industry, universities, government laboratories and elsewhere to conduct high-risk, high-reward research and development projects that will benefit US national security.

GWTI is a specialized production facility based in Troy MI which produces rare earth materials, powders, and custom vacuum-grade specialty alloys. GWTI provides research and development, process development, consulting, and innovative products and services to clients worldwide. By developing a customized approach to each client's processing needs, GWTI offers advanced solutions that lead to a better final product. GWTI has the capability to do Vacuum Induction Melting of special alloys containing reactive metals and in particular has experience of rare earth containing alloys that are sensitive to melting atmospheres.

Jim Engdahl, President and CEO of Great Western Minerals Group said, "Great Western Technologies is pleased to be a participant in this project. This contract will further demonstrate the capability of our facilities in the USA to develop specialized alloys for a wide range of applications, particularly as they relate to the development of more fuel-efficient and greener technologies. We look forward to the possibility of participating in larger contracts for DARPA upon the successful completion of this one."

Jim Engdahl, President and CEO

[4now]

Antwort auf Beitrag Nr.: 38.017.380 von MONSIEURCB am 20.09.09 12:36:04

schön ein erster Auftrag...klein zeigt aber daß GWTI keine veraltete unbrauchbare Tochter ist wie andere meinten.
Interessant auch wie schnell es zu einem Auftrag gekommen ist,
vermutlich wurden die Gespräche doch nicht erst in den letzten Wochen geführt.
Was da dann los ist wenn die eine neue RE-Aluminium Legierung entwickeln die dann auch für den geringfügigen US Militärbedarf zum Einsatz kommen... tja da werd ich dann meine Kursziele nochmal überdenken müssen

[4now]

http://www.financialsense.com/fsu/editorials/2009/0921b.html

[4now]

Trittbrettfahrer
http://miramichileader.canadaeast.com/news/article/800143

[4now]

schön langsam schnallen sie es,...
Rare earth metals ban by China could impact hard disk drive production
http://www.glgroup.com/News/Rare-earth-metals-ban-by-China-c…

[habs09]

Antwort auf Beitrag Nr.: 38.038.566 von 4now am 23.09.09 12:52:12

Hallo zusammen

Bin heute auch eingestiegen bei 0,30 Canadadollar.
Und bin auch der Ueberzeugung das GWG rockt.
Wenn China erst mal auf Eigenverbrauch umstellt und die Schotten dicht macht werden wir hier uns noch alle die Haende reiben.
Ein weiterer Grund fuer steigende Nachfrage ist natuerlich auch noch die groessere Gier nach Elektronik auf dieser Welt.

gruss an alle

habs

[4now]

Antwort auf Beitrag Nr.: 38.042.653 von habs09 am 23.09.09 19:31:04

Willkommen im Club der zukünftigen Millionäre!

[sunny3999]

Antwort auf Beitrag Nr.: 38.042.761 von 4now am 23.09.09 19:43:31

Bei welchem Kurs wird man hier zum Millionär ?

Wünschen tu ich es uns allen!

[4now]

Antwort auf Beitrag Nr.: 38.042.836 von sunny3999 am 23.09.09 19:50:56

zb.: 100000Stück zu 10,01€ verkaufen dürfte reichen...
aber wahrscheinlich is auch mehr drinnen

[habs09]

und bei mir sind Börsengewinne auch noch steuerfrei.

Schöne Grüsse aus der Schweiz

Habs

[4now]

soda schluß mit lustig wieder Fakten
nachfolgend 2Artikel die aber nur für Anfänger interessant sind.
http://www.marketwatch.com/story/rare-earths-offer-unique-in…
Rare earths offer unique investment opportunity
http://www.marketwatch.com/story/rare-earths-are-vital-and-c…Rare earths are vital, and China owns them all
Interessanter ist dagegen daß
China's CIC may launch domestic rare earth company
http://www.reuters.com/article/BROKER/idUSPEK24974120090924

[4now]

Luftschiffe eventuell eine Lösung für den Transport zum Hoidas Lake.
http://www.calgaryherald.com/sports/Airships+could+revolutio…

[4now]

Rare earth metals explode into the mainstream
GWG wird aber nicht erwähnt
http://www.vancouversun.com/business/fp/Rare+earth+metals+ex…

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.055.624 von 4now am 25.09.09 11:31:49

4now

Ich hab neulich mal den Threat überflogen: Kompliment!
Hatte selbst mal einen Disput mit Herrn Bechstein bei ARU..

Bin hier auch investiert und sicher, dass GWG vor einer Neubewertung steht.

keep up the good work

Gruß
Julia

[MONSIEURCB]

Great Western Minerals Group Makes Second Option Payment on Steenkampskraal Project

* Press Release
* Source: Great Western Minerals Group Ltd.
* On Friday September 25, 2009, 6:00 am EDT

SASKATOON, SASKATCHEWAN--(Marketwire - 09/25/09) - Great Western Minerals Group Ltd. (TSX-V:GWG - News) (PINK SHEETS:GWMGF - News) ("GWMG" or the "Company") is pleased to announce that, under the terms of the option agreement between the Company and Rare Earth Extraction Co. Ltd. ("Rareco") to refurbish, recommission and operate the former-producing Steenkampskraal Mine, the Company has now paid the second option payment of R500,000 (US$62,500) to Rareco.
Related Quotes
Symbol Price Change
GWG.V 0.33 0.00
Chart for GREAT WESTERN MINERALS GROUP LT
{"s" : "gwg.v,gwmgf.pk","k" : "c10,l10,p20,t10","o" : "","j" : ""}

GWMG and Rareco will now enter a period of further due diligence and the negotiation of a supply agreement under which 100% of the rare earth ore mined and processed will be made available to GWMG. In addition to acquiring access to 100% of the rare earths produced, GWMG could also negotiate an equity interest in the project.

The second option payment was made subsequent to GWMG receiving evidence that the South African Department of Mineral and Energy Affairs ("DME") had accepted the application by Rareco to convert the old order mining right to a new mining licence. While the DME has accepted Rareco's application, it still has to officially grant the new mining license.

As part of the agreement, Rareco has now provided GWMG with updated capital and operating costs based on the initial feasibility study completed on the project in 1996.

The updated capital costs were provided by an independent engineering group and the operating costs were provided by parties related to Rareco. The report is currently not NI 43-101 compliant and the results have not yet been verified by the Company; therefore the results will not be provided at this time. GWMG, in consultation with its financial advisors, will review the extent of work required and anticipated timeframe to complete 43-101 report for the project.

The completion of any proposed transaction with Rareco is subject to numerous factors including completion of all necessary legal, financial and technical due diligence and the due diligence results being satisfactory to GWMG, GWMG's review and satisfaction of the budget and pro forma financial projections relating to such transaction, the negotiation and execution of a definitive agreement and satisfaction of any terms and conditions to be set forth therein and receipt of all necessary consents and approvals, including both Canadian and South African regulatory approvals. There can be no assurance that any proposed transaction will be completed as proposed or at all.

The existing Steenkampskraal Mining License covers 474 hectares. The main rare earth-bearing mineral is monazite and is hosted by an igneous intrusive dyke system. The mineral deposit is tabular in shape with a known strike length of 400m and has been traced down dip for 250m. Thickness ranges from 0.3m to 4.0m and the average in-situ grade is 16.74% total rare earth oxide ("TREO"). The deposit also contains significant amounts of copper, gold and phosphate which could be recovered as by-products. Very little exploration work has been done on the property and the deposit remains open along strike and at depth.

It is important to note that the independently developed data does not represent an NI-43-101 compliant reserve or resource. As such, a Qualified Person has not done sufficient work to establish any mineral resource, and this data should not be relied upon to assume any NI-43-101 compliant reserve or resource. GWMG is treating this data as a guideline only for developing the work programs necessary to bring results into compliance with NI 43-101.

"This is an extremely important project to GWMG", states Jim Engdahl, President and CEO. "If successfully recommissioned, this mine will allow us to fully realize our mine-to-market business model, making us self-sufficient in our ability to ensure a supply of rare earths for our plants in the UK and the US. Achieving early production at Steenkampskraal would allow us to develop our other neodymium and dysprosium enriched projects like Hoidas Lake, Douglas River and Benjamin River in an optimal manner without worrying that our value added facilities will be starved for raw materials."

Gary Billingsley (CA, P.Eng, P.Geo), Executive Chairman of GWMG, is the Qualified Person responsible for reviewing the contents of this news release.

[4now]

Antwort auf Beitrag Nr.: 38.055.798 von DIE_GERECHTIGKEIT am 25.09.09 11:49:09

ja mittlerweile ists offensichtlich das GWG das größte Potential
hat. Wie man an der News von MONSIEURCB sieht, geht halt alles unglaublich langsam voran. Als ich mal kurzfristig bei IIF Zugang hatte gabs auch eine Versöhnung mit Art Bechstein. Wär schon interessant was der jetzt so meint.
+gruß 4now

[4now]

Leider weis ich nicht wieviel Inner Mongolia bisher produziert hat.
Aber da der Großteil der chinesischen Produktion da herkommt dürfte die reduktion auf 46000t eine massive sein.

Friday 25 September 2009

Rare earth weekly roundup --- Markets look forward to better demand next month
Looking for more customers?

BEIJING (Metal-Pages) 25-Sep-09. Rare earth market in China has been quiet in the earlier of the past week. However, the praseodymium/neodymium market appeared to see positive signs in the later part of the week, and some suppliers have increased their quoted prices. Gadolinium oxide producers also raised their quotations recently on the back of bullish forecasts for the market in the coming month.

In the meantime, the local government of Inner Mongolia has recently announced that it has restricted output of rare earth concentrates in 2009, with the total mining output for light rare earth capped at 46,000 tonnes (REO). The measure is part of the move towards regulating China's rare earths industry and supporting the market.

That China is seriously focused on making the most of its rare earth resources, in terms of responsible mining, investment and consolidating the industry, is already obvious form the draft development plan for the rare earths sector put to the government last month by teh Ministry of Industry and Information Technology. It was further evident from reports this week that China's sovereign wealth fund, the China Investment Corporation (CIC) is planning to invest in rare earth mining in Baotou. It is said to be teaming up with Baotou Steel Group in a joint venture of which CIC is poised to take 80%, in proportion to its investment.

[4now]

"wir werden überschwemmt mit Anrufen die uns Finanzierung anbieten in diesen Tagen" na dann soll er Gas geben unser Billingsley

“You couldn’t borrow 10 cents from anybody in the financial community” to develop a rare-earths mine just three months ago, said James B. Engdahl, the chief executive and president of the Great Western Minerals Group, a rare-earths mining and processing company in Saskatoon, Saskatchewan. “We get inundated with calls offering financing these days.”
http://www.nytimes.com/2009/09/26/business/energy-environmen…

[4now]

da die Steenskampskraal Mine Thorium enthält hier ein Artikel zu Thorium
http://seekingalpha.com/article/163528-thorium-a-nuclear-pow…

[4now]

Baogang denies plan to set up JV with CIC


Sep. 28, 2009 (China Knowledge) - Inner Mongolia Baotou Steel Rare-Earth (Group) Hi-Tech Co<600111>, the Shanghai-listed unit of Baotou Iron & Steel Group Co Ltd, which is known as Baogang Group, on Friday denied a report that said China Investment Corp, the country's US$200-billion sovereign wealth fund, and the Baogang Group are planning to set up a joint venture focused on rare earth mining and stockpiling.

The Economic Information Daily reported earlier that CIC and Baogang Group would incorporate a company with a registered capital of up to RMB 1 billion and that CIC might own more than 80% of the company.

Baogang said that the company and CIC did hold talks in mid-September on the rare earth industry and a possible cooperation, but that no agreement was reached.

The Inner Mongolia government issued a circular on Thursday ordering Baogang to restrict its rare earth production to 46,000 tons for this year, sources reported.

[DIE_GERECHTIGKEIT]

0,40 CAD im high

Da müssen wir rüber! Dann ist der Weg frei

[4now]

Antwort auf Beitrag Nr.: 38.070.340 von DIE_GERECHTIGKEIT am 28.09.09 16:34:43

Gib zu Julia daß du und deinen reichen Männer das Ding hochkaufen
41.5 high .42 und immer noch lächerlichst niedrig bewertet.

[wattnu]

Antwort auf Beitrag Nr.: 38.071.341 von 4now am 28.09.09 18:23:54

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.071.341 von 4now am 28.09.09 18:23:54

..habe nur einen reichen Mann

[MONSIEURCB]

Hat sich einer von euch/uns eigentlich schon mal (realistische) Kursziele für die nächsten 1-3 Jahre auskaluliert? Ganz ohne Schönrechnerei? Ich komm da auf höchst erfreuliche Werte ...

[4now]

Antwort auf Beitrag Nr.: 38.071.398 von MONSIEURCB am 28.09.09 18:30:39

ich hab meine eh schon mal geschrieben noch mal schreib ichs lieber nicht sonst heists wieder ich push.
Aber man braucht nur vernünftig überlegen was für ein Unternehmen mit fünf deposits, Toyota und dem US Militär als Auftraggeber, und 2 eigenen Produktionsanlagen für RE Produkte drinnen ist.
Ein MultiMilliarden $ unternehmen würd ich meinen. Die Konkurrenz hat vielleicht auch viel RE aber anfangen könnens nix damit

[4now]

Jack Lifton soll ja am freitag vor Hongkonger Investoren GWG empfohlen haben,...

[habs09]

Antwort auf Beitrag Nr.: 38.071.389 von DIE_GERECHTIGKEIT am 28.09.09 18:29:55

0,43 da macht boerse spass

[DIE_GERECHTIGKEIT]

Ausbruch!

[MONSIEURCB]

...also, +26% in CA ist schon ein Wort .... von mir aus kann's so weitergehen! Und durch den heutigen Anstieg dürfte ein sog-artiger Automatismus entstehen ...

[4now]

bis wann wird denn die Seite wieder aktualisiert ?

[4now]

bin schon gespannt ob der trend hält

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.071.456 von 4now am 28.09.09 18:39:09

Och komm 4now,

schreib´s doch noch mal, das Kursziel

[4now]

Antwort auf Beitrag Nr.: 38.072.397 von DIE_GERECHTIGKEIT am 28.09.09 20:43:18

Also gut Julia exclusiv für dich: 1-2 € auf die schnelle und 10€ mittelfristig (ums mal im Pusherspeak zu sagen)
meine Begründung habe ich ja auf den letzen 70Seiten hinterlassen.
aber schnell zusammengefasst.
M2M = Mine to Marketstrategie nicht bloß Steine oder REO liefern
sondern spezielle RE Legierungen selber produzieren und an Flugzeugbauer liefern. Neu sollen Pure RE Metalle produziert werden. Wasserstoff Speicher Materialien und das RE Zeugs daß in die Hybridautobatterien kommt könnens auch. RE Magnete ebenfalls.
Dadurch ist man unabhängiger von den Chinesischen Markt und Preisspielchen weil alles im eigenen Prozess bleibt.
5 Deposits die nur Kapitalzufluß benötigen.
Das heißt wir produzieren High Tech und nicht nur Rare Earth Rohmaterial.
Derzeit ist alles klein aber immerhin hatte LCM im Vorjahr schon 20Mill CAD Umsatz. Mit Toyota als Kunden.
Dürfte sich alles relativ easy skalieren lassen.´
Wird sich natürlich in Wellen und mit Korrekturen entwickeln aber
mich bringt hier nichts raus.

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.072.516 von 4now am 28.09.09 20:59:38

Danke!

(glaube, die Kanadier lesen hier mit)

[4now]

close am day high .45 nett

[4now]

forum is zäh heut

[4now]

weis ja nicht ob das an den WO Serverschwierigkeiten heute liegt aber ich seh gerade wir haben heute zum ersten mal 1000 Threadzugriffe an einem Tag ! dabei war das bsiherige Maximum so an die 330-400. Der Schnitt der letzten 2 Jahre so bei 80.

+ to Julia die Million Umsatz in der letzten Handelsminute das kannst nur du gewesen beim Aufstocken deiner Position

[4now]

die haben was gegen Prius,...
http://www.ecofactory.com/news/hybrid-owners-ca-lose-carpool…
damit wir nicht immer was positives schreiben ;-)

[4now]

ganz zufällig gibts heut keine news und der Aktienkurs konsolidiert

[sunny3999]

Wenn wir bei 0,43 $ schließen nach den gestrigen zwei starken Tagen ist dies ein gutes Zeichen.

Ich denke da sind viele noch in Wartestellung.

[4now]

Antwort auf Beitrag Nr.: 38.081.149 von sunny3999 am 29.09.09 21:41:46

deine 0,43 haben sich erfüllt,ich hoffe ich muß jetzt nicht Guru zu dir sagen ?

[Max-imus]

Ich bin mal mit ner kleinen Posi hier eingestiegen.
Die Story scheint ziemlich interessant zu sein.

[sunny3999]

Nö las mal die Guruhaschanimmialleaufderreih gibt es zu genüge.

So eine leichte Korrektur tut gut. Nur die anderen Ausschläge in der Vergangenheit sind mir zu heftig gewesen!

[4now]

Täusch ich mich oder wurde da heute zum ersten Mal GWG an der Stuttgarter Börse gehandelt ?

[4now]

TeaTime
Soda nachdem wir auch heute wieder eine kleine Korrektur haben kann man entweder Nachkaufen oder sich gemütlich zu Tee,Kuchen und einem Plauscherl versammeln.
Immer wieder muß ich lesen daß doch die Chinesen jederzeit wieder mit Dumpingpreisen versuchen könnten westliche Konkurrenz plattzumachen. Warum ich das nicht glaube:
1. Sind die Chinesen ja jetzt auch im westlichen RE Bereich investiert bzw. werden sie dies weiter versuchen.
2. Hat ihnen die Niedrigpreispolitik massive Umweltprobleme und schlecht erschlossene Minen gebracht weil nur die besten Stellen schnell ausgeräumt wurden und jede weitere Nutzung nur mit erhöhtem Aufwand durchgeführt werden kann.
3. Der Bereich wurde bereits jahrelang subventioniert und soll jetzt Gewinne machen, was ich aus den Jubelmeldungen lese die da sagen 50% mehr Gewinn gegenüber Vorjahr.
4. Die Investitionen in eine umweltfreundlichere Produktion und die Zusammenlegung von Betrieben sollen doch wohl wieder rein kommen.
5. Das anlegen von eigenen Lagerbeständen durch die Chinesen erfolgte immer auch mit der Begründung den Markt und die Preise zu stabilisieren.
6. Da sie für ihre Industrie in ein paar Jahren mehr RE brauchen werden als sie selber produzieren können werden sie auch von den westlichen Anbietern abhängig sein die sich untereinander auch ein höheres Preisniveau gestatten können da ihre Abnehmer kein Interesse haben werden ihre Produktion nach China zu verlegen.
7. Mehr wie kurzfristige Dumpingaktionen weredn sie sich nicht leisten können weil sie das Material zum dumpen ja gleichzeitig selber brauchen.
8. Da sich die Bedeutung der RE in den letzten Jahren verändert hat werden sich die westlichen Staaten auch nicht mehr gefallen lassen wenn China die Grüne Industrie die zu einem wesentlichen Wirtschaftfaktor geworden ist, bedrohen sollte. (Schutzzölle)
China ist außerdem jetzt in der WTO.
9. Die M2M Strategie von GWG soll auch einen Großteil selbst verarbeiten wird also auch nicht leicht in den Konkurs zu drängen sein und solang es einen westlichen Anbieter gibt der liefern kann wirds für die Chinesen schwierig.
10 Molycorp wurde auch nicht nur aufgrund der Preise geschlossen sondern weil ihnen die Genehmigung zum Weiterbetrieb aufgrund der
Umweltverschmutzung nicht mehr erteilt wurde.

[4now]

Investment Highlights

We are initiating coverage on Great Western
Minerals Group (GWG) with a $2.25 target price and
a Buy Recommendation. Given the depth and
experience of the management team and the quality
and diversity of assets, we believe that GWG could
offer investors exposure to one of the few junior rare
earths companies with the capabilities to advance
projects to production in 20 to 24 months.

[wattnu]

Antwort auf Beitrag Nr.: 38.084.277 von 4now am 30.09.09 11:34:02

Gutes Auge !!!

[MONSIEURCB]

Tja, aber der "target price" gilt ja wohl für dieses Weihnachtsfest, oder??

[4now]

Antwort auf Beitrag Nr.: 38.088.245 von MONSIEURCB am 30.09.09 17:53:40

So lang müssen wir warten ?
Close 0,42CAD also sehr großer Verkaufsdruck ist nicht.
Volumen ist reduziert.

[hobiewaters]

Habe mich mal etwas eingelesen und muss sagen: sehr interessanter Ansatz, den GWG verfolgt mit der M2M-Strategie.. interessante Story.

Insbesondere die Aussage von James B. Engdahl zu den Finanzierungsangeboten, mit denen er überschwemmt werde,ist schon ein Hammer...

Scheint ja jetzt auch hier etwas zu korrigieren der Kurs, ich denke bei 0,30-0,35 CAD könnte man zuschlagen - oder aufstocken, ich liege jedenfalls auf der Lauer!

Schönen Abend noch!

hobiewaters

[nicolani]

dann pass nur auf, dass der zug nicht an dir vorbei rauscht!!

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.099.061 von nicolani am 01.10.09 21:44:15

..rauscht schon wieder ganz gut heute, die Perle!

(nachdem mir heute Mittag ein Großzügiger 10k zu 0,23€ überlassen hat)

[nicolani]

Antwort auf Beitrag Nr.: 38.107.304 von DIE_GERECHTIGKEIT am 02.10.09 20:39:55

na der wird wohl noch jahre darüber nachgrübeln, raulig, raulig, raulig...aber was soll's, passiert halt eben, aber mich versetzt's auch grad in einen rausch, unser caipirinhchen...einfach toll, ist echt herrlich unser gwengolinchen...

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.107.383 von nicolani am 02.10.09 20:53:24

[DIE_GERECHTIGKEIT]

Wahnsinn und VERY BULLISH INDEED!!!

SK auf TH bei 42,4 CAD

Wenn das so weiter geht, sehen wir nächste Woche neue Highs!

Schönes WE @ all
Julia

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.108.046 von DIE_GERECHTIGKEIT am 02.10.09 22:22:52

0,425 CAD natürlich
(das mit den 42 war ja erst nächstes Jahr)

[nicolani]

hier könnte tatsächlich 1$ sehr schnell erreicht werden, in einem weiterhin intakten umfeld auf jeden fall!!

[nicolani]

Antwort auf Beitrag Nr.: 38.098.689 von hobiewaters am 01.10.09 21:06:07

wenn du ja wirklich einen einstieg bei 0,35 geplant und limitiert hast, ist die ganze sache ja echt ätzend, was kann man da jetzt machen, guter rat ist teuer, am besten gleich montag früh bestens hier in frankfurt rein, bevor die news auf der homepage von gwg erscheinen, aber ist auch gefährlich , weil die holzfäller(oder zumindest die, die bescheid haben) wahrscheinlich auch hier einkaufen wollen, zumindest die vor lauter... nicht mehr schlafen können, und diesbezüglich könnte das volumen den kurs richtig treiben, ja förmlich explodieren lassen, ist natürlich schwer zu sagen, ob man dann nicht lieber wartet, aber bis wann oder wie lange, na ja, gute werte sind halt nicht einfach, basta!!

[nicolani]

buy now and rock it out!!

[hobiewaters]

Antwort auf Beitrag Nr.: 38.111.095 von nicolani am 04.10.09 13:08:26

"na der wird wohl noch jahre darüber nachgrübeln, raulig, raulig, raulig...aber was soll's, passiert halt eben, aber mich versetzt's auch grad in einen rausch, unser caipirinhchen...einfach toll, ist echt herrlich unser gwengolinchen..."

"buy now and rock it out!! "

hej Leute, es geht ja hier um Geld! Ob man in einem Hype eine Korrektur abwartet oder am TH einsteigt ist doch ne Sache, die man cool und sachlich abwägen sollte - wenn man investiert ist, wie ihr, kann man natürlich Stimmung machen und auf den "Putz" hauen, schon klar...

[hobiewaters]

Antwort auf Beitrag Nr.: 38.108.403 von nicolani am 03.10.09 02:28:32

Welche News meinst Du? Sind welche angekündigt worden?

"wenn du ja wirklich einen einstieg bei 0,35 geplant und limitiert hast, ist die ganze sache ja echt ätzend, was kann man da jetzt machen, guter rat ist teuer, am besten gleich montag früh bestens hier in frankfurt rein, bevor die news auf der homepage von gwg erscheinen..."

[nicolani]

toyota hat wohl zugesagt, nur wann die mitteilung kommt, wer weiss, habe auch geglaubt, dass die das gleich raushauen, aber anscheinend doch nicht, wird aber nicht mehr lange dauern!!

[4now]

in dem eher langweiligen Artikel steht daß Molycorp ein IPO plant.
Wen wundert's ? Wird noch mehr Interesse für das Thema bringen und wenns genau hinsehen werden's auch GWG's Strategie finden und mögen.
http://www.howestreet.com/articles/index.php?article_id=1101…

[charlie04]

SLAM EXPLORATION LTD.
SLAM EXPLORATION LTD.

Attention Business/Financial Editors
SLAM Exploration Prospecting Rare Earth Minerals at Nash Creek

Historical Records Indicate Elevated Rare Earth Elements

MIRAMICHI, NB, Oct. 5 /CNW/ - SLAM Exploration Ltd. (TSX-V: SXL) ("SLAM")
announces it has mobilized a prospecting crew to explore for rare earth
elements ("REE") and follow up high levels of yttrium and phosphorus detected
on its Nash Creek property in New Brunswick.
SLAM has researched Provincial records and found a REE occurrence located
approximately 2 km west of the yttrium-phosphorus soil anomalies within its
extensive Nash Creek claim group. These records indicate elevated REE values
in a volcanic breccia zone and spatially associated with a magnetic anomaly
that trend 2.5 km along strike. Assays are pending for 15 mineral samples
collected from various sites including this breccia zone. This provides
further evidence for volcanic-hosted rare earth mineral potential within the
Jacquet River graben, a major Appalachian rift zone.
Yttrium-phosphorus soil anomalies indicate potential for rare earth
minerals similar to mineralization found about 20 km westward at Benjamin
River. Great Western Minerals Group Ltd. ("GWG" on TSX-V) reported 1 June 2009
that it is exploring for REE at Benjamin River. GWG describes Benjamin River
sampling results as follows: "mineralization is significantly enriched in the
heavy rare earth elements (europium through lutetium) plus yttrium...,
phosphate and iron oxide grades are also significant".
The Nash Creek property comprises 469 claims covering 7,504 hectares and
is host to the Nash creek zinc-lead-silver deposit. A power-line, railway and
major highway transect the property and provide direct access from the deposit
to the Belledune seaport and lead smelter within 25 km. Xstrata's BMS No. 12
mine and mill is within 75 km.
After mill recoveries are factored in, the Nash Creek deposit contains
indicated resource of 468M lbs zinc, 95M lbs lead and 4.6M oz silver, plus
inferred resource of 71M lbs zinc, 14M lbs lead and 0.7M oz silver These occur
within an indicated resource of 7,807,900 tonnes grading 2.72% zinc, 0.55%
lead and 18.26 g/t silver plus an inferred resource of 1,211,700 tonnes
grading 2.66% zinc, 0.52% lead and 18.00 g/t silver. SLAM reported the
indicated and inferred resources by press release on 12 February, 2009. The
near-surface deposit is amenable to open pit mining and remains open to the
north and south.

Michael R. Taylor, P.Geo. President and CEO of SLAM Exploration Ltd. is
the Qualified Person responsible for the technical information contained
herein.

SLAM is a mineral resource company based in Miramichi, New Brunswick. The
Company continues to be active in gold and base metal exploration in Ontario
and New Brunswick. Additional information about SLAM and its projects is
available at www.slamexploration.com or from SEDAR filings at www.sedar.com.
The TSX Venture Exchange has not reviewed and does not accept responsibility
for the adequacy or accuracy of this release.

<<
On behalf of the Board

Mike Taylor, P. Geo.
President & CEO
SLAM Exploration Ltd.
SEDAR: 00012459E
>>

This release includes certain statements that may be deemed to be
"forward-looking statements" within the meaning of the U.S. Private Securities
Litigation Reform Act of 1995. All statements in this release, other than
statements of historical fact, that address future production, reserve
potential, exploration and development activities and events or developments
that the Company expects, are forward-looking statements. Although management
believes the expectations expressed in such forward-looking statements are
based on reasonable assumptions, such statements are not guarantees of future
performance, and actual results or developments may differ materially from
those in the forward looking statements. Please see our public filings at
www.sedar.com for further information.

[4now]

Antwort auf Beitrag Nr.: 38.120.729 von charlie04 am 06.10.09 09:57:19

die Pimperlfirmen die jetzt auch mal eben einen auf RE machen wollen werden mehr...dürften schon so ca. 25 sein. Dauert halt bis so ein Projekt entwickelt ist. Wird halt so wie beim Uranhype sein.

[4now]

ein optisches Trennsystem wie es GWG verwenden wird.
Da das unbrauchbare Gestein vor dem Mahlen ausgeschieden wird reduzieren sich die Kosten.

[hobiewaters]

Antwort auf Beitrag Nr.: 38.108.403 von nicolani am 03.10.09 02:28:32

Schlusskurs 0,37 - schon nah dran an den 0,35 CAD ...

[hobiewaters]

Habe heute meine kleine Position in GWG aufgebaut, allerdings nicht ganz zu 0,35 CAD.

Im Vergleich zu Avalon, die ganz schön zerlegt werden heute (oder korrigieren) hält sich GWG doch recht gut, muss ich sagen.

Schönen Abend allen

hobie

[4now]

Antwort auf Beitrag Nr.: 38.135.154 von hobiewaters am 07.10.09 20:51:22

naja vielleicht ist mal jemand aufgefallen daß das Avalon deposit unter einem See liegt und wunderbar zum Fischen geeignet ist.
The Avalon ore body is situated on the Hearne Channel of the Great Slave Lake (one of the ten largest and 6th deepest lakes in the world)
GWG schließt mit kleinem Plus auf .38
irgendwann kommen die News mit dem PEAR für Hoidas
die Bohr und Metallurgical ergebnisse beim Utah Projekt
der Toyota deal und andere.
da sollte man dann schon an Bord sein.

[Videomart]

Metals for the Aerospace Industry 2009
Seattle, United States, 6 to 8 October 2009

Thursday 8 October

08:30 Registration desk opens

09:30 “Sourcing metals for aerospace a consumers viewpoint”, the challenges of dealing with volatile and inelastic markets, Mario Coracides, director of supply chain Pratt & Whitney, U.S.A.

10:00 " Using debt and capital markets for metals finance" Gregory Eck, Senior Vice President, GE Commercial Finance, U.S.A.

10:30 "Rare earth magnets - raw material supply and aerospace applications" David Kennedy – Managing Director, Metals and Alloys,Great Western Minerals Group, U.K.

11:00 Coffee break

11:30 "Rare Metals in aerospace (Beryllium, rare earths, tantalum, electronic metals and others)” David Trueman, Avalon Ventures Ltd., Canada

12:00 "Closed Loop Recycling: How Aerospace Companies Are Recovering, Reprocessing, and Reusing Critical Metals", Jack Lifton, industry consultant, U.S.A.


http://conferences.metal-pages.com/metals_for_the_aerospace_…

[4now]

Antwort auf Beitrag Nr.: 38.136.228 von Videomart am 07.10.09 23:13:52

Pratt & Whitney ist ja einer der potentiellen GWG Kunden
die in den GWG Präsentationen genannt werden.
Schöne Runde die da am Donnerstag zusammentrifft.

[MaloneBS]

et voilà:

http://www.marketwire.com/press-release/Great-Western-Minera…

Great Western Minerals Group Verifies Heavy Rare Earth Grades at Douglas River

...The program was successful in confirming the historic assays of mineralization in the trench, with values as high as 8.75% TREO including Dy2O3 assayed at 1.15%....

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.147.204 von MaloneBS am 09.10.09 13:00:28

Coooooooooooooooooooooooooooooooooool!

[nicolani]

da wird's wohl gleich bei den holzfaellern in kanada richtig abgehen, glueckwunsch dem, der sich heute morgen noch mit 100.000 stk zu 0,21 eingedeckt hat!!

[Max-imus]

Antwort auf Beitrag Nr.: 38.148.285 von nicolani am 09.10.09 15:19:02

Davon merke ich nicht viel. Die scheinen es nicht kapiert zu haben. Die sind eher mit ihrem Daytraden beschäftigt. Mal geht es vor mal zurück. Es ist keine eindeutige Tendenz nach oben oder nach unten zu erkennen!

[hobiewaters]

Antwort auf Beitrag Nr.: 38.147.204 von MaloneBS am 09.10.09 13:00:28

weils so schön klingt, noch ein "kleiner" Auszug aus der Meldung:

"With a 99% heavy rare earth distribution, Douglas River seems to be a unique heavy rare earth occurrence that could prove to be very important to the rare earth industry," says Jim Engdahl, President and CEO of Great Western Minerals Group. Engdahl adds, "Most of the deposits currently being mined or developed do not have a significant distribution of heavy rare earths and as a result it is expected that these elements will be in short supply in the near future. An occurrence like Douglas River certainly brings balance to our portfolio of rare earth projects and may well prove to be the answer to expected global shortages of the heavy rare earths."

-hobie

[sunny3999]

Noch ein Video:

http://de.video.yahoo.com/watch/2001636/6404852

[MaloneBS]

Sind wir in der grossem Korrektur angelangt?

[DIE_GERECHTIGKEIT]

NEWS!

http://cxa.marketwatch.com/tsx/en/market/article.aspx?guid=h…

[MaloneBS]

Antwort auf Beitrag Nr.: 38.184.960 von DIE_GERECHTIGKEIT am 15.10.09 15:39:52

Ah wir sind im Schlussverkauf

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.185.003 von MaloneBS am 15.10.09 15:43:16

Wieso Schlussverkauf!

Sobald die Leute den ganzen Text gelesen und verstanden haben geht es UP!!!!!!!!!!!!!!!

Each whole Warrant will entitle its holder to purchase one additional Common Share for $0.75 and will expire 60 months after the date of the closing of the Offering,

[wattnu]

Antwort auf Beitrag Nr.: 38.184.960 von DIE_GERECHTIGKEIT am 15.10.09 15:39:52

Na, toll
...also wird GWG bei max. 0,31 Can$ für die nächsten 60 Monate stehen...

[wattnu]

Antwort auf Beitrag Nr.: 38.185.066 von DIE_GERECHTIGKEIT am 15.10.09 15:48:22

lies nochmal...


The Agent has been engaged on a best efforts, agency basis to raise gross proceeds of up to $10 million, at an issue price of Cdn.$0.31 per Special Warrant ("Special Warrants").

Each Special Warrant will be exchangeable, for no additional consideration, for one common share in the capital of GWMG (each a "Common Share") and one-half of one Common Share purchase warrant (each a "Warrant")

Da kriegt man nur noch n halben Warrant extra für den Kauf einer Aktie zu 0,75 Cdn$. (der absolut wertlos ist, solange der Kurs sich in niedrigeren Gefilden aufhält, oder???:eek

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.185.196 von wattnu am 15.10.09 15:56:58

nee.. der Ausgabepreis liegt bei 0,31 und zusätzlich gibt es den halben Warrant, der zu 0,75 $ eingelöst werden kann.

Sprich: Großer Vertrauensbeweis, dass GWG steigt. Und zwar um über 100%

Ich war mit 20k bislang noch verhalten investiert, habe aber eben noch mal nachgelegt und weitere Abstauberlimits drin.

[wattnu]

Antwort auf Beitrag Nr.: 38.185.293 von DIE_GERECHTIGKEIT am 15.10.09 16:04:03

nee.. der Ausgabepreis liegt bei 0,31 und zusätzlich gibt es den halben Warrant, der zu 0,75 $ eingelöst werden kann.

Genau das habe ich ja geschrieben, nur meine Schlussfolgerung ist halt ne andere... (nix Vertrauensbeweis, eher Luftschloss)

Aber wir werden es ja erleben.
Umso besser für uns, solltest Du recht haben.

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.185.379 von wattnu am 15.10.09 16:09:54

ach ja.. Ogoooooooooooooooooooooooooooooot!!

[wattnu]

Antwort auf Beitrag Nr.: 38.185.458 von DIE_GERECHTIGKEIT am 15.10.09 16:16:33

lol


aber schau Dir den Kurs an... er pendelt sich bei 0,31 Cdn$ und/oder knapp darunter ein.

Die von GWG sollten besser in deutsch schreiben, damit wir auch genau verstehen können. Die anderen Deppen scheinen es ähnlich zu interpretieren, wie ich...

[wattnu]

Es wär so schön gewesen.

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.185.505 von wattnu am 15.10.09 16:20:28

nein nein

BID nur noch 0,175 in Frankfurt. Das ist ganz klar das Ende der Welt!

[DIE_GERECHTIGKEIT]

aber gleich kommen die Charttechniker und beruhigen uns, dass im Bereich 0,20 CAD ein satter Unterstützungsbereich liegt.
Und das sind dann ja auch noch 12-13 € Cents

[wattnu]

Antwort auf Beitrag Nr.: 38.185.549 von DIE_GERECHTIGKEIT am 15.10.09 16:24:14

Na wenigstens Deine Abstauberlimits müssten gegriffen haben...

sehe nur kaum Umsätze...

[wattnu]

Hier steckt er fest.. der Kurs.. mehr oder weniger...
0.30 CAD = 0.195383 EUR

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.185.675 von wattnu am 15.10.09 16:34:29

Fantasie is raus. Alles storniert. :O
Mache jetzt ne Flasche auf und weine für den Rest des Tages

[DIE_GERECHTIGKEIT]

So!
In Frankfurt gabe es noch 20 K zu 0,20 € die Order zu 0,30 CAD in Toronto ist auch im Sack und jetzt noch 2 zu 0,29 und 0,28.

Wenn die noch gefillt werden, mach ich wirklich ne Flasche auf.
Und zwar Champagner vom Feinsten!!

Verstehe auch nicht, warum sich hier keiner meldet. Das ist vermutlich die letzte Chance günstig rein zu kommen. Die Firma hat working capital zu Top-Kondition wie schon lange nicht mehr generiert und wir sind immer noch unter 200 Millionen shares.

Würde mich wirklich nicht wundern, wenn die Holzis noch in plus drehen heute

[MONSIEURCB]

Glas halb voll, Glas halb leer? Think positive - P R O S T !

[DIE_GERECHTIGKEIT]

..geht schon wieder UP!

Möchte jemand dagegen wetten, dass wir über 0,31 CAD schliessen?

[wattnu]

Antwort auf Beitrag Nr.: 38.186.187 von DIE_GERECHTIGKEIT am 15.10.09 17:15:54

Wetten?
wieso, hast Du denn noch Geld um den SK hoch zu ziehen?

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.186.252 von wattnu am 15.10.09 17:22:57

klar! Ohne mind. 25% Cashreserven bin ich selten unterwegs. Würde mich aber verpflichten, die Füße still zu halten.

Bin sowiso jetzt hier etwas überinvestiert mittlerweile.

Sagt mal: für die Aussi-Werte gibt es diese tollen Grafiken.
Gibt´s das für Kanada-Klitschen auch?

[DIE_GERECHTIGKEIT]

wo ist denn 4now überhaupt?

[DIE_GERECHTIGKEIT]

315.. immer noch wetten?

[wattnu]

Antwort auf Beitrag Nr.: 38.186.533 von DIE_GERECHTIGKEIT am 15.10.09 17:53:12

geschenkt...!!!
n halben Penny mehr oder weniger macht den Kohl nicht fett...

[4now]

Antwort auf Beitrag Nr.: 38.186.400 von DIE_GERECHTIGKEIT am 15.10.09 17:39:41

der hat seine Freundin besucht und kommt grad vom Flughafen,...
+lg

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.189.025 von 4now am 15.10.09 22:35:40

Fernbeziehung? Kennich!

GWG hat noch ein Addendum nachgelegt:

http://cxa.marketwatch.com/tsx/en/market/article.aspx?guid=h…


..further information on this financing can be obtained from Russell N. Starr, Head of Institutional Sales and Trading for Pope and Company Limited at [phone].

Ich fürchte, dem guten Russel werden heute abend die Ohren glühen. :O

Pope & Company scheint jedenfalls ein seriöser Laden zu sein und keine dieser Pump & Dump Mafiaklitschen (von denen es in Kanada leider mehr als genug gibt. Hatte gestern schnell mal "Pope & Company pump and dump" gegoogelt. War nix!

Ich finde diese Finanzierungsnews nach wie vor positiv. Was sagst Du denn zu der KE?

4now, kennst Du das MAnagement eigentlich persönlich? Mal da gewesen?

Gruß
Julia

[wattnu]

wie war eigentlich gestern der SK in Canada ?

[4now]

Antwort auf Beitrag Nr.: 38.189.947 von DIE_GERECHTIGKEIT am 16.10.09 08:38:10

Hi Julia,
seh das wie du, Pope and Company ist seriös oder zumindest sieht die Internetseite danach aus. Hab mir die schon angesehen als sie zum ersten Mal in einer Meldung auftauchten.

KE.: Sind absolut notwendig weil LCM zwar Umsatz macht aber bestimmt noch nicht ausreichend um die Aktivitäten zu finanzieren.
Ich vermute daß sie mit der Douglas River Meldung von voriger Woche dem Kurs zuvor noch einen Schubser geben wollten. Was nicht gelungen ist. Aber was solls KE werden wir noch viele sehen. Solang die Investitionen erfolgreich sind ist das alles ok und berührt mich nicht.

Management persönlich kenne ich nicht ich schreibe ihnen abundzu ein email. Zuletzt.:
Dear Mr. Malashewski!
Is this way of funding also possible for GWMG's Utah Project ?

Davis said Molycorp is examining a number of avenues to obtain lower cost capital, including $3 million in funding under the U.S. Department of Defense Industrial Base Manufacturing Program. He noted that the Brush Wellman beryllium facility in Utah has previously qualified for federal funding under a Department of Defense (DOD) program.http://www.mineweb.co.za/mineweb/view/mineweb/en/page72068?o…
regards
Antwort:
"Good idea. If only we knew Goldman Sachs better. Who knows, maybe that could have been arranged if Molycorp did merge with GWMG. Unfortunately this may have created a public relations mess for Molycorp and Goldman Sachs."

Wie man bei ARU gut sehen konnte bringen persönliche Beziehungen
und vor Ort Trips nicht wirklich was. Manche brauchen das - ich nicht.
Ich war mal zufällig "in der Nähe" von Hoidas auf Urlaub, Kanufahren Zelt und so. Ich mag die Landschaftsbilder auf der GWG Site sehr. Irgendwie witzig daß mich das jetzt reich (monetär betrachtet) machen wird.
+gruß 4now

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.190.228 von 4now am 16.10.09 09:21:23

Irgendwie witzig daß mich das jetzt reich (monetär betrachtet) machen wird.

Schön, dass Du beim Reichtum differenzierst

[wattnu]

Sämtliche Phantasie ist aus dem Wert. Seit "Warrant-Ankündigung" ist der Kurs wie festgenagelt

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.196.611 von wattnu am 16.10.09 20:24:37

Dann freu Dich doch und leg nach!

[MaloneBS]

Antwort auf Beitrag Nr.: 38.185.066 von DIE_GERECHTIGKEIT am 15.10.09 15:48:22

Schlussverkauf = Schnäppchenjagd
(=Tiefstpreise, =unbedingt zuschlagen....)

analog zu WLC: Die letzte KE bei 30% unter Jahreshoch durchgeführt. Preise pendelten um die KE-Höhe bis kurz nach Durchführung. Nach KE Abschluss: fast 50% plus in weniger als einer Woche.

Mein Tip: Mitte November sind wir wieder locker bei 0.45 CAD oder darüber.

Darum rein in die RE-Grube

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.196.720 von MaloneBS am 16.10.09 20:41:21

YO! Rein in die Grube und zuschlagen

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.196.611 von wattnu am 16.10.09 20:24:37

außerdem stimmts nicht. Da hat jemand gerade 270K aus dem Ask gekauft

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.196.916 von DIE_GERECHTIGKEIT am 16.10.09 21:06:51

..und nun fliegt hier in den letzten Handelsminuten noch der Deckel!

[4now]

Rare Earth Lager
Und ein nicht uninteressanter Artikel
http://www.bjreview.com.cn/business/txt/2009-10/17/content_2…

[wattnu]

Antwort auf Beitrag Nr.: 38.196.916 von DIE_GERECHTIGKEIT am 16.10.09 21:06:51

das warst Du doch, oder?

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.203.367 von wattnu am 19.10.09 09:10:45

Nö! Ich habe, wie bereits gepostet zu 0,30 CAD und zu 0,20€ nachgelegt.

Heute sollte es weiter UP gehen:

http://www.kiplinger.com/businessresource/forecast/archive/c…

China’s Control Over Rare Minerals Troubles Pentagon

U.S. officials say they can’t sit back and just hope that Beijing will provide what’s needed for crucial defense equipment.

By Richard Sammon, Senior Associate Editor, The Kiplinger Letter

October 15, 2009

U.S. officials are getting worried. China has cornered the market on rare earth metals vital to defense and for three years in a row has cut back on exports on which the Pentagon depends. Officials say it’s time the U.S. takes action to assure a long-term supply.

In the last decade, China has moved aggressively, acquiring mines around the world that now account for more than 90% of global production of the most desired rare earth metals, such as terbium, dysprosium, molybdenum, thorium, erbium and yttrium. Because of their special qualities, several are used in defense applications, especially in missile assemblies, radars, satellites and power supplies.

The U.S. no longer keeps many rare earths on hand, although at the height of the Cold War, the U.S. national defense stockpile included several hundred materials and mineral ores. The stockpile, worth billions, included a lot of lead, nickel and copper but also many precious metals largely found in Asia, Australia and parts of South America. In recent years, however, the Pentagon sold off the stockpile in order to accumulate parts and assemblies for ships, planes and military weapon systems.

This was not a problem while supplies of rare earths were easily obtainable. But in each of the last three years, China has kept more rare earths for internal use and cut exports accordingly. Experts think that trend will continue. Chances are that the Chinese government also is stockpiling the ores instead of allowing them to be traded in the global market.

Some U.S. military officials and leading members of the House and Senate Armed Services committees want to start restocking at least some of the rare earth materials over the next several years. Rare earths are not used in huge amounts, but many are expensive; dysprosium costs about $50 per pound and is used in communication systems. Terbium costs about $150 per pound and is used in avionic systems and radars.

The prospect of many years of limited supplies of about a dozen rare earth minerals is likely to spur the U.S. to negotiate with mining companies in countries such as Australia and Argentina about increasing exploration for rare earths and restricting further acquisition by China of rare earth mines.

The North American market for rare earths is about $1 billion per year, but there may be more demand in the future, especially with a growing market for electric vehicles. Rare earths are used in batteries for electric cars. Japan, also dependent on China for rare earths, likely a major producer of electric cars, also may begin building a strategic reserve in the next few years.

Tight global supplies from China will lead to more prospecting, although there are only a few countries in which geologists expect rare earths to be found in large enough quantities to make mining operations worth the investment. Among them are South Africa, Greenland, Mongolia, Paraguay and New Guinea.

For weekly updates on topics to improve your business decisionmaking, click here.

[4now]

Antwort auf Beitrag Nr.: 38.203.464 von DIE_GERECHTIGKEIT am 19.10.09 09:25:46

ich find ja den Forschungsauftrag den GWG vom US-Militär vor kurzem bekommen hat schon einen sehr guten Anfang...wird sich eben nicht alles nur darauf beschränken Molycorp zu fördern.

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.203.818 von 4now am 19.10.09 10:15:38

Yo! Darüber hinaus halte ich es für möglich, dass die tatsächliche Relevanz von REE für "crucial defence equipment" größer ist als kommuniziert wird.

[hobiewaters]

http://www.gwmg.ca/media/news/2009/great-western-minerals-gr…

KE mit neuen Aktien zu 0,31 CAD? Dann ist mir klar, warum der Kurs auf 0,31 CAD zurückgekommen ist ...

Great Western Minerals Group Ltd. (TSX VENTURE:GWG) (PINK SHEETS:GWMGF) ("GWMG" or the "Company") is pleased to announce that it has entered into an engagement letter ("Engagement Letter") with Pope & Company Ltd. (the "Agent"), to complete an offering of Special Warrants by way of private placement (the "Offering"). The Agent has been engaged on a best efforts, agency basis to raise gross proceeds of up to $10 million, at an issue price of Cdn.$0.31 per Special Warrant ("Special Warrants").

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.205.766 von hobiewaters am 19.10.09 15:04:11

das war letzte Woche. Diese geht´s to da moooooooooooooooooon

[4now]

Nix aufregendes aber eine Nachricht zu unserer up to 51% Beteiligung an einem CanAlaska Projekt

CanAlaska Uranium Announces Extensive RARE EARTH Mineralization at NE
Wollaston Project

VANCOUVER, Oct. 20 /PRNewswire-FirstCall/ - CanAlaska Uranium Ltd. (CVV -
TSX.V) (the "Company") is pleased to be able to detail extensive zones of
heavy and light rare earth mineralization in surface rocks and boulder trains
on the North East Wollaston project.
Total Rare Earth Element (REE) mineralization ranging from 0.2% to 10% is
reported, and in many cases it is the most valuable component of the samples.
In other samples it occurs as a significant potential by-product from uranium
or base-metal mineralized zones. Because of the varying ratio of heavy to
light REE, the in-situ value is quite variable, anywhere from less that $20
per tonne to over $1000 per tonne in contained REE. It is significant to
highlight these very good mineral values at a time when REE minerals are being
identified as important commodities for industrial development.
These zones of REE mineralization are often in association with uranium or
thorium mineralization, and are relatively easily prospected by scintillometer
traverses, or from airborne radiometric surveys. Most of these reported
samples are from radioactive boulders, sampled for uranium. No specific search
was made for REE bearing rocks at that time, but all current targets will now
be followed up.
The extensive results tables presented in this news release also detail the
uranium and molybdenum mineralization samples in the zones. Further detail on
the individual zones is in the news release dated February 8 2008.
The NE Wollaston project area, located in Manitoba, northeast of the Athabasca
Basin uranium deposits, is shown in the attached location map. Historically
this area was explored for base metal mineralization, (1960's-1980). In the
early 1980's, reconnaissance work identified several areas with anomalous
uranium mineralization. In 2004, CanAlaska acquired the mineral licences in
the area and began systematic prospecting and lake sediment sampling through
to 2007, and made the REE discoveries.
The following tables show the REE mineralization in the samples collected by
CanAlaska personnel:
http://www.canalaska.com/i/maps/102009CVV-REEGradeTable.pdf
The Company has been is awaiting local and Government approvals and work
permits to re-commence work on the project areas, and has now been informed by
the community and the Manitoba Government that the next stages of exploration
should be able to re-commence in 2010.
President Peter Dasler commented "The process of community consultation has
been slow, but we have always intended to build a strong foundation for many
years of work and success in this region. To do this, all stakeholders must be
considered."
All of the samples from the exploration programs were submitted to qualified
Canadian laboratories for analysis. Samples submitted to Saskatchewan Research
Laboratories were analysed for multi-element geochemistry and including
uranium by tri-acid digestion and ICP. Samples submitted to Acme Laboratories
in Vancouver, BC for assay for trace element geochemistry were analysed by
aqua regia digestion and ICP analysis. The samples were collected by CanAlaska
field geologists under the supervision of Dr. Karl Schimann, P. Geo. and were
shipped in secure containment to the laboratories noted above. Peter Dasler,
M.Sc. P Geo. is the qualified technical person responsible for this news
release.

[4now]

eine US -Senatorin die die Sache mit den RE begriffen hat.
http://www.rollcall.com/features/Policy-Briefing_Energy-2009…

[wattnu]

Each broker warrant will entitle its holder to purchase one Common Share for $0.31 for a period of 24 months from the closing date of the Offering.

also doch die nächsten ca. 2 Jahre Tiefschlaf um die 0.31 $Cad...

[MaloneBS]

Antwort auf Beitrag Nr.: 38.226.773 von wattnu am 21.10.09 21:38:35

Na immerhin sind einige Investoren so "blöd" und zahlen bis an die 0.33 CAD schon vor der KE. Warum wohl? Und warum wurdest Du wohl noch nicht persönlich von Pope und Co angefragt um Deine Mio'en zu 0.31 einzubringen?

Also, cool bei der Stange bleiben und die Bescherung zu Weihnachten abwarten

[wattnu]

Antwort auf Beitrag Nr.: 38.226.934 von MaloneBS am 21.10.09 21:52:30

Und warum wurdest Du wohl noch nicht persönlich von Pope und Co angefragt um Deine Mio'en zu 0.31 einzubringen?

Du, das versteh' ich auch nicht...

[4now]

Rare earths begin recovery
21 October 2009
Demand for rare earths elements improves but prices still low
Processors of rare earths elements say that they have seen further signals of a recovery in the market, but
prices are still significantly lower than levels seen last year.
“We are starting to see some improvements in demand”, said a leading North American producer of rare
earth based magnetic powder. Notably, demand has increased for rare earths used in Ni-MH batteries for the
production of notebook computers underpinned by the aggressive sales strategies of certain vendors.
Another other bright spot at the moment is demand for rare earths in the production of fluid catalytic cracking
(FCC) catalysts in line with rising oil prices and seasonal uptick in demand. FCCs are produced using low
grades of lanthanum oxide.
It is understood that the three major producers of FCC catalysts – Albemarle Corp, W.R Grace & Co, and
BASF Corp. – have only recently started to increase their purchases of lanthanum oxide after an extended
period of destocking.
At the same time, demand for rare earth phosphors for the production of flat screen technology has also
resurged with leading Asian producers reporting strong Q3 2009 results on stronger panel prices, helped by
the reduction in production utilisation rates, and increased demand from China as the government’s stimulus
pushes customers to purchase new consumer electronics.
Despite the encouraging signals, participants maintain that the industry has been deeply impacted by the
recession, and that demand and prices have still a long recovery ahead.
A leading producer told IM: “Commentators have underestimated how much the recession has impacted the
industry. Sales have plummeted by at least 50% year on year, and whilst prices have edged up slightly, the
trend over the past 12-14 months has been for the most part downwards”.
Offering further evidence of the continued lull in the market, rare earth prices remain for the most part stable.
This week, prices for neodymium oxide (99%, bulk, FOB), which is widely used for neodymium glass bulbs,
crystal and glass colouring, remain unchanged at $14.5/kg.
Prices for praseodymium oxide (99% bulk, FOB), a chemical used as a colourant to produce yellows, also
stand unchanged at $14.5/kg.
Prices for cerium oxide (99%, bulk purchases, FOB China), which can be used alone or together with other
substances as a polishing agent for glass, have nudged up from $3.8/kg to$4/kg.
The cost of lanthanum oxide (99%, bulk, FOBkg), which is used to make optical glasses, is priced at $4.9;
and europium oxide (99%, bulk, FOB) which is widely used as a red phosphor in television sets and
fluorescent lamps, at $490/kg.

[DIE_GERECHTIGKEIT]

NEWS!

http://cxa.marketwatch.com/tsx/en/market/article.aspx?guid=h…

[DIE_GERECHTIGKEIT]

Great Western Minerals Group Engages Barr Engineering to Update Hoidas Lake Technical Report

6:02 AM ET, October 22, 2009

SASKATOON, SASKATCHEWAN, Oct 22, 2009 (MARKETWIRE via COMTEX) -- Great Western Minerals Group Ltd. ("GWMG" or the "Company") (TSX VENTURE: GWG) (PINK SHEETS: GWMGF) is pleased to announce it has engaged Barr Engineering Company ("Barr") of Minneapolis Minnesota to update the 43-101 Technical Report for the Company's Hoidas Lake Project.

Barr is an employee-owned engineering and environmental consulting company involved with the development, management, and restoration of natural resources. With more than 40 years of experience Barr has been involved in solving a wide range of challenges faced by the mining and mineral processing industry, primarily in North and South America.

Under the scope of this contract, Barr will update the resource estimate for the Company's Hoidas Lake project, incorporating the results of the Company's drilling program which was completed in the spring of 2008 on the JAK Zone.

A total of 6,836 m was drilled in 32 holes to depths of 300 metres. The JAK Zone Vein System has been extended by 250 m to 1,000 metres and remains open along strike and at depth. The drilling also extended the zone to a depth of 300 m; previously, this zone had been tested only to a depth of 150 m. Preliminary indications are that the extensions of the previously drilled veins show similar mineralization to that previously identified in the JAK Zone and are expected to have similar grades.

John Pearson, MSc., P.Geo., Vice-President Exploration for GWMG, is the qualified person responsible for reviewing the contents of this news release.

Jim Engdahl, President and CEO of Great Western Minerals Group said "We are pleased to be able to get back on track more aggressively with our exploration activities, particularly on our Hoidas Lake project. As we noted in previous releases, our objective was to double the resource estimate for this project and this update could move us significantly down the road to doing that. What we still find exciting is the fact that our drilling programs to date only cover about 1,000 metres of strike and indications show it is open in all directions."

About Great Western Minerals Group Ltd.

Great Western Minerals Group Ltd. is a Canadian-based company with six rare earth exploration and development properties in North America with an option on a sizable additional property in South Africa. In addition, as part of the Company's strategy to pursue a vertically-integrated business model, the Company's wholly-owned subsidiaries of Less Common Metals Limited located in Birkenhead UK, and Great Western Technologies Inc., located in Troy, Michigan, produce a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing copper, nickel, cobalt and the rare earth elements.

Certain information set out in this News Release constitutes forward-looking information, which may include information relating to estimates of sales and revenue of GWMG. Forward-looking statements (often, but not always, identified by the use of words such as "expect", "may", "could", "anticipate" or "will" and similar expressions) may describe expectations, opinions or guidance that are not statements of fact and which may be based upon information provided by third parties. Forward-looking statements are based upon the opinions, expectations and estimates of management of the Company as at the date the statements are made and are subject to a variety of known and unknown risks and uncertainties and other factors that could cause actual events or outcomes to differ materially from those anticipated or implied by such forward-looking statements. Those factors include risks, uncertainties and other factors that are beyond the control of the Company, risks associated with the industry in general, commodity prices and exchange rate changes, operational risks associated with exploration, development and production operations, delays or changes in plans, risks associated with the uncertainty of reserve estimates, health and safety risks and the uncertainty of estimates and projections of production, costs and expenses. In light of the risks and uncertainties associated with forward-looking statements, readers are cautioned not to place undue reliance upon forward-looking information. Although the Company believes that the expectations reflected in the forward-looking statements set out in this press release or incorporated herein by reference are reasonable, it can give no assurance that such expectations will prove to have been correct. The forward-looking statements of the Company contained in this press release, or incorporated herein by reference, are expressly qualified, in their entirety, by this cautionary statement.

The TSX Venture Exchange has not reviewed and does not accept responsibility for the adequacy or accuracy of this news release.

[DIE_GERECHTIGKEIT]

"Jim Engdahl, President and CEO of Great Western Minerals Group said "We are pleased to be able to get back on track more aggressively with our exploration activities, particularly on our Hoidas Lake project. As we noted in previous releases, our objective was to double the resource estimate for this project and this update could move us significantly down the road to doing that. What we still find exciting is the fact that our drilling programs to date only cover about 1,000 metres of strike and indications show it is open in all directions."

[4now]

Antwort auf Beitrag Nr.: 38.230.875 von DIE_GERECHTIGKEIT am 22.10.09 13:28:58

aus der news vom 27.März 2008
This report is being prepared by Wardrop Engineering in conjunction with work by Melis Engineering Ltd. and SGS Lakefield Research. The objective is to assess the economics of the Hoidas Lake REE project under a number of different mining, milling, and processing options to identify the optimal, most cost-effective option.

Barr wäre dann jetzt das 4.Unternehmen die da dran arbeiten.
Unglaublich wie lang das dauert. Liegt natürlich auch daran daß sie
heuer kein Geld hatten und wohl alles gestanden ist.
Die KE scheint also gut zu laufen.

[4now]

JSC National Nuclear Company Kazatomprom and Japan until the end of the year will create a joint venture on extraction of rare earth metals in Kazakhstan. Vice President of JSC National Nuclear Company Kazatomprom, Sergey Yashin, informed today in an exclusive interview to journalists of Kazakhstan Today and news agency REGNUM, Kazakhstan Today agency reports.


"During the visit of the President of Kazakhstan to Japan last year, the officials reached the arrangements on development of this industry in Kazakhstan that is creation of manufacture of hi-tech products from rare metals," S. Yashin said.

[MaloneBS]

Antwort auf Beitrag Nr.: 38.237.226 von 4now am 23.10.09 00:10:20

Kasachstan ist natürlich DIE Adresse in Sachen langfristiger Vertragssicherheit und ehrlicher Partnerschaft

[MaloneBS]

Antwort auf Beitrag Nr.: 38.115.928 von nicolani am 05.10.09 15:50:16

Was ist denn jetzt an der Toyota Meldung dran? Ist Japan nun auf globaler Einkaufstour oder belassen sie's bei Kasachstan als single source, wo man ja nicht wirklich von einem freien Markt sprechen kann.

Ich wette die KE ist bereits unter Dach und Fach und wird evtl. wegen guter Resonanz ausgeweitet.Molycorp und Goldman gingen dabei sicher nicht leer aus.

[MaloneBS]

Da habe ich mich wohl geirrt. Haette niemals gedacht, dass GWG nicht mal 10 mio auftreiben kann. Kann es kaum glauben und man muss sich fragen, wieso die ueberhaupt diese Aktion angefangen haben, um den Aktienkurs zu halbieren? Scheint auf jeden Fall, dass gestern einige Verkäufer vorgewarnt waren:

http://www.benzinga.com/press-releases/m30250/great-western-…

[wattnu]

Antwort auf Beitrag Nr.: 38.258.272 von MaloneBS am 27.10.09 08:59:14

Au Mann, welch eine Blamage für GWG...
Das wars wohl fürs Erste und für lange Zeit.

[4now]

interessanter Artikel von GWG Homepage
auch neue Videos gibts zum ansehen.
http://www.gwmg.ca/pdf/2009-oct-27-eec-magnet-article.pdf

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.258.524 von wattnu am 27.10.09 09:29:28

wieso Blamage? Ich finde das vernünftig solange das Geld reicht für das operative Geschäft. Spricht das nicht eher dafür, dass hier News in der pipeline sind, die den Kurs in ganz andere Regionen schicken? Auf der Basis kann man dann eine viel effektivere KE durchführen. Hoffe, dass sie die Shareholder dabei nicht vergessen.

Gruß
Julia

[4now]

Antwort auf Beitrag Nr.: 38.269.122 von DIE_GERECHTIGKEIT am 28.10.09 12:10:42

weils halt vorher behauptet haben es gäbe so großes Interesse an einer Finanzierung von GWG ists schon etwas seltsam daß sie dann
nur das nötigste zusammenbringen.
Aber was solls,...langsam aber sicher wírd es.
Das meiste hängt am Toyota deal.

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.269.295 von 4now am 28.10.09 12:25:06

Das meiste hängt am Toyota deal.

http://www.investorlinks.com/newsletters/178/panic-in-tokyo-…

Panic in Tokyo: The Rare Earth Metal Godzilla
By Brian Hicks, Wealth Daily
October 28, 2009

When the news broke in Tokyo, it was said that the "Head Freds" at Toyota and Honda literally fell out of their chairs in shock.
According to a UK Times report from March 2009, "[It] has triggered what government sources in Tokyo told The Times was an invisible tsunami of panic in Japanese industry."
Oddly enough, the same event happened five months earlier — in November 2007 — with the same result. . .
According a piece from The Straits Times published on November 23, "Japanese government officials are scrambling around the world while companies are nearly on their knees begging foreign governments to sign partnerships."
What had the Japanese in such a state of panic?
Its old foe — China — had just served some revenge.
In a stunning turnaround, the Chinese Communist Party announced further export restrictions of a vital group of commodities. Without access to these commodities, the Japanese automobile industry would come to a screeching halt.
Why?
Toyota's hottest selling car — and quite frankly, its future — is the hybrid Prius.
Inside the Prius are roughly 40 to 60 pounds of a unique commodity group known as rare earth metals.
But we're calling them "Dragon Metals" (DM) because the Chinese account for 97% of global production. They literally own the market.
Take a look:
X
Source: New York Times
According to MarketWatch, "China is the Saudi Arabia of [Dragon Metals]. And like oil, [Dragon Metals] will flow to the highest bidder."
In fact, Deng Xiaoping said that these metals "will be for China what oil was for Saudi Arabia."
Japan's tech economy depends on these metals. They have identified 31 Dragon Metals, including lithium, that are vital to the future of the tech economy.
Dragon Metals are a group of elements in the periodic table: namely scandium, yttrium, and the fifteen lanthanoids. The use of Dragon Metals in modern technology has spiked significantly over the past years.
For example, dysprosium has gained significant importance for its use in the construction of hybrid car motors. Terbium and dysprosium are also used in small amounts.
Since Toyota plans to double the Prius's fuel economy, each car will require MORE rare earth metals than it does now. And Toyota plans on selling 1 million Priuses yearly by 2012. . . and 2 million to 3 million by 2014.
Other hybrid/electric cars made by other manufacturers use rare earths in differing amounts — vehicles including the popular Ford Escape Hybrid and Honda Insight.
It all adds up to tremendous demand. And unfortunately, this new demand has squeezed supply. . . and there is mounting concern that the world may soon face a shortage of the materials.
No wonder the Chinese are trying to corner the market!
This is where the investment opportunity unfolds. . .
Dragon Metals are essential to new technologies such as iPhones and flat screen televisions; green energy technology such as wind, solar, and geothermal; and critical to the future of hybrid and electric cars.
Recently, China has been limiting exports of DMs, which could lead to declining worldwide supply and skyrocketing prices. This has Western governments worried, as DMs are also key to high-tech military applications.
An article from The Telegraph reports on plans in China to restrict exports of rare earths:
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. 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.
This explains why the Japanese are panicking. . .
The Toyota Prius uses 2.2 lbs. of neodymium in the hybrid's electric motor and 22-33 lbs. of lanthanum in the car's battery pack.
Without these Dragon Metals, the Prius would cease to exist. And the thriving hybrid industry in Japan would come to a screeching halt — bringing Toyota and Honda to their knees.
But with every crisis comes an opportunity.
And as an investor, this is where you can make a legendary fortune.
In fact, on August 26, I told you how to play the lithium market by buying Western Lithium for $1 a share. Today, Western Lithium trades for $1.25. . . and has gotten as high as $1.50 since I first told you about this opportunity.
But there are other ways to play the rare earth market.
And I've pinpointed two ways to play this situation:
1) To invest directly into China's electric car market; and
2) To invest in Dragon Metal exploration outside of China.
You see, I can almost guarantee the world isn't going to sit by and become dependent on a vital resource like it did with oil and OPEC.
As you read this, mining companies are scouring the earth, looking for new supplies of Dragon Metals.
And one of the most promising places is Greenland.
In fact, recent estimates show that Greenland could supply 25% of global demand of Dragon Metals.
In the weeks ahead, we will show you specific ways to invest in this opportunity.
In addition to that, we will also bring you a unique way to play the Chinese Dragon metals market as it relates to electric cars.
Stay tuned,

Brian Hicks
P.S. Dragon Metals and other commodities vital to the electric car market should be on every investor's radar — the companies that supply these commodities to auto giants like Toyota and Honda could mean some serious gains for investors. Not to mention, as current skyrocketing energy prices are proving — we're in the early stages of the greatest commodities bull market in history. . .
My colleague, Ian Cooper, has closed 93 winning trades with his resource and energy stock picks this year alone! Since November 2007, readers of his Pure Asset Trader service have enjoyed gains of 3,124%. Click here to read more about how you, too, could start enjoying this kind of profit-taking.
Bookmark and Share

[4now]

Antwort auf Beitrag Nr.: 38.278.048 von DIE_GERECHTIGKEIT am 29.10.09 11:05:18

an den Fakts scheiterts bestimmt nicht
leider haben sie immer noch Schwierigkeiten bei der Finanzierung
was die Entwicklung doch stört.

[4now]

SASKATOON, SASKATCHEWAN--(Marketwire - 10/29/09) - Great Western Minerals Group Ltd. (TSX-V:GWG - News)(PINK SHEETS:GWMGF - News) ("GWMG" or the "Company") is pleased to announce that the next phase of exploration work is now in progress at its Benjamin River rare earth project in New Brunswick, Canada.

Fugro Airborne Surveys Corp. completed a 1712 line-km helicopter-borne magnetic and radiometric survey over the project area. The goal of the survey is to further delineate and extend the zone of known rare earth mineralization and identify new areas of potential rare earth mineralization. The data is now being compiled and interpreted. A stream-sediment sampling program over the property has also been initiated.

As announced in a news release of June 1, 2009, the Company completed ground geophysics over the known exposures of a rare earth-bearing apatite-diopside-magnetite vein system. This survey outlined a geophysical anomaly approximately 1,200m long with widths up to 200m. Previous trenches within the anomaly have been cleaned out with a backhoe and geological mapping and sampling of the trenches is underway.

Based on the ground work completed to date, initial drill hole locations have been selected, and Major Drilling has been awarded the contract to complete a minimum of 2000m of core drilling before year end. The scope of the drill program may be significantly expanded once the results of the airborne geophysics and stream-sediment geochemistry have been analyzed.

The budget for the current program is estimated at approximately $750,000. Funding of these programs is also being provided by the New Brunswick Junior Mining Assistance Program.

Previous sampling of the Benjamin River mineralization yielded significant rare earth values (0.6% total rare earth oxide to 1.0% total rare earth oxide) with "heavy" rare earth oxides (yttrium plus europium through lutetium) representing 30% of the total rare earth content. Significant values of phosphate and iron were also noted.

GWMG can earn a 100% interest in the Benjamin River property by making a series of cash payments, issuing common shares, and granting a net smelter return royalty to the vendor as reported in the Company's news release of January 8, 2009.

Jim Engdahl, President and CEO notes, "With our balance sheet in order and the Company debt-free, we can now focus our attention on aggressively moving our rare earth projects forward as we strive to complete our mine-to-market business model. We expect a steady stream of news in the coming months as we advance several of our mineral projects and work on expanding the value-added capability at our UK and US manufacturing plants."

John Pearson, MSc, PGeo, Vice-President Exploration for GWMG, is the qualified person responsible for reviewing the contents of this news release.

[wattnu]

Antwort auf Beitrag Nr.: 38.278.789 von 4now am 29.10.09 12:18:34

Au Mann, mit diesem unspezifischen "Geblubber" locken die niemand hinter dem Ofen vor.

Das einzig Konkrete ist wohl, dass da jemand nen 1712 km langen Helikopterflug unternommen hat. wuppiduuuu...

Trotzdem danke, dass Du's reingestellt hast.

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.278.789 von 4now am 29.10.09 12:18:34

Das sind sehr gute News!


"With our balance sheet in order and the Company debt-free , we can now focus our attention on aggressively moving our rare earth projects forward as we strive to complete our mine-to-market business model. We expect a steady stream of news in the coming months as we advance several of our mineral projects and work on expanding the value-added capability at our UK and US manufacturing plants."

Sollte dem Kurs einen deutlichen Impuls in die richtige Richtung geben!

[MaloneBS]

Antwort auf Beitrag Nr.: 38.278.789 von 4now am 29.10.09 12:18:34

We expect a steady stream of news in the coming months as we advance...
Die Absichten zur Kurspflege sind für mich hocherfreulich. Vielleicht ist das weniger der Fall für jemanden, der in den letzten zwei Tagen abgeworfen hat.

Scheint wohl doch, dass GWG die KE nicht zum Schleuderpreis durchführen wollte, wie von Julia vermutet.

Was mich bei dieser KE allerdings beunruhigt hat ist, wie der Kurs am 26. Okt die Nachrichten vom Folgetag vorweg nahm. Entweder war manch einer vorab informiert, oder es existieren für solche regulatorischen news Quellen, die mir nicht bekannt sind. Könnt Ihr mir da auf die Sprünge helfen?

Grüsse

[wattnu]

Antwort auf Beitrag Nr.: 38.279.105 von MaloneBS am 29.10.09 13:01:07

Na, wem waren wohl einen Tag vorher die Fakten bekannt ?

...und wer hat dann wohl zu höheren Kursen schnell noch verkauft ???

wo könnte wohl die Informationsquelle dafür anzusiedeln sein ????

unglaublich, diese Ahnungslosigkeit...

[MaloneBS]

Antwort auf Beitrag Nr.: 38.279.154 von wattnu am 29.10.09 13:07:54

Geile Antwort, aber WATTNU

[wattnu]

Antwort auf Beitrag Nr.: 38.279.196 von MaloneBS am 29.10.09 13:12:33

lol...
vielleicht doch lieber Festgeld ?

[MaloneBS]

Antwort auf Beitrag Nr.: 38.279.213 von wattnu am 29.10.09 13:15:20

Wie hoch ist Dein Einstiegskurs, Börsenprofi von Geburt wegen?

[4now]

Antwort auf Beitrag Nr.: 38.279.090 von DIE_GERECHTIGKEIT am 29.10.09 12:59:45

ja julia geht alles voran,...
@malone ich meine die Aktien sind zum Großteil in guten Händen,...
die Vornewsbewegungen seh ich aber auch wie du. ISt aber nicht wirklich tragisch als Kleinaktionär ist man immer nur Beiwagenfahrer.

[wattnu]

Antwort auf Beitrag Nr.: 38.279.259 von MaloneBS am 29.10.09 13:21:11

Mein Einstiegskurs....Was tut das hier zur Sache ???

GWG hat sich leider, betrachtet man die neueren Veröffentlichungen, zur "Könnte-würde"-Phantasie-Blubberbude entwickelt, die es nicht schafft eine vernünftige Finanzierung für ihre projizierte Aktivitäten auf die Beine zu stellen.
Die Leute, die das Geld geben sollen, schauen nun mal genauer hin wo sie investieren, und haben sich entschieden - wenig (so gut wie nichts) zu geben.
Warum wohl?
Sie sind noch nicht einmal mehr daran interessiert zu Discount Konditionen einzusteigen, nachdem ein "Oberschlauer" entschieden hat mit Hilfe der "Warrent Aktion" vor ein paar Tagen nun wirklich alle Phantasie aus dem Wert zu nehmen.




Aber die Antwort auf Deine Frage will ich Dir nicht schuldig bleiben ...
Mit dem Infowissen von heute über GWG ist mein Einstiegskurs viel zu hoch.... im Durchschnitt ca. 15 ct.

[wattnu]

Antwort auf Beitrag Nr.: 38.279.443 von wattnu am 29.10.09 13:39:04

P.S.
Rechtschreibefehler sind an der Garderobe abzugeben ... Der Warrant z.B.

[MaloneBS]

Antwort auf Beitrag Nr.: 38.279.315 von 4now am 29.10.09 13:28:30

Habe hier auch eher langfristige Absichten, und die decken sich sicher mit denen der guten Händen. Letztlich konnte ich ja selbst von den guten Einstiegskursen der letzten Tage profitieren.

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.279.443 von wattnu am 29.10.09 13:39:04

hört sich eher danach an, als ob Du hier keine Aktien drin hast.... :O

[MaloneBS]

Antwort auf Beitrag Nr.: 38.279.443 von wattnu am 29.10.09 13:39:04

Na dann hättste mal besser selbst an Festgeld gedacht. Ich glaube nicht, dass die Aktie auf 2 cent fällt (Nehme mal an, Du bist bei 17 cent eingestiegen als), sondern spekuliere weiter auf Hausse bei REE.

Einstiegskurs: war mir nur nicht sicher, ob Du überhaupt selbst investiert bist oder einfach nur den Wert schlecht machst.
Viel Erfolg mit deiner Position GWG.

[wattnu]

@ Malone
Über die guten Einstiegskurse wird sich so Mancher noch sehr lange freuen können.

@Julia
Doch sicher hab ich hier Aktien drin, eine ganze Menge sogar - für meine Verhältnisse. Das ist ja mit ein Grund, weshalb ich so sauer bin, auf die "Warrant Aktion". Da ist das Wert nach längerer Zeit mal wieder angesprungen... und dann so ein Fehler, der alle Phantasie in dem Papier auf null setzt.

-----------------------------
Jetzt hängt alles an dem Toyota-Deal, wenn da wirklich mehr als heiße Luft dran ist. Ansonsten gute Nacht.

[4now]

Antwort auf Beitrag Nr.: 38.279.718 von wattnu am 29.10.09 13:59:17

hier gibts genug Phantasie:
Toyota Deal
6 deposits davon eines in Südafrika das schnell in Produktion gehen kann + 2 Töchter die aus dem REE Produkte machen können
die ein mehrfaches Wert sind als die nackigen RE.

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.279.718 von wattnu am 29.10.09 13:59:17

Du hast doch den Artikel gelesen, den ich heute reingstellt habe.
Toyota steht mit dem Rücken zur Wand wenn es nicht komplett von den Chinesen abhängig sein will. Und das ist etwas, darauf kannst du bei Japanern Gift nehmen! Und wen gibt es derzeit noch?

Lynas, OK. das ist jetzt wieder eine Option für Toyota.
ARU, da sind die Chinesen mit drin, werden sich aber kaum sperren wenn es um langfristige Abnahmeverhandlungen dreht.
GGG - na ja, ein strategischer Einstieg ist auch dort möglich.

Ich glaube, man sollte in allen vier werten investiert sein.

[wattnu]

Antwort auf Beitrag Nr.: 38.279.962 von 4now am 29.10.09 14:18:38

@4now
Wäre nicht unzufrieden, sollte sich das bewahrheiten.
Bin da allerdings mittlerweile eher skeptisch.

@Julia
Sicher hab ich das gelesen. Nur scheint es, wie auch schon nach der "Warrant-Verlautbarung", dass zwischen Deiner und meiner Übersetzung, bzw. deren Deutung ein gehöriger Unterschied besteht. (vielleicht erinnerst Du Dich, oder Du kannst ja mal ein paar Seiten hier im Thread zurückblättern...)
Auch hier ziehe ich etwas andere Schlüsse...
Habe die Chinesen als gute Geschäftsleute kennen gelernt. Die werden meiner Einschätzung nach auch die Japaner nicht im Regen stehen lassen, nur das kostet halt seinen Preis! Der Handel zwischen Japan und China (und neuerlich auch Mongolei) ist schon aus geografischer Sicht her eine logische Konsequenz. Schätze andere Verlautbarungen der Japaner als weniger aussagekräftig ein, lediglich dass diese bei der Preisbildung etwaiger langfristiger Lieferverträge beider Staaten eine Rolle spielen sollen.

Wie Du schon richtig schreibst ist Australien (LYN, ARU aber evtl. auch GGG) eher als strategisches Investment zu sehen. Bin da ganz bei Dir... dennoch ist China die unumstrittene Nummer 1 !

[4now]

aus dem stockwatch Forum kopiert da hat einer sich bei der investor relations von GWG beschwert daß nix weitergeht. Nachfolgend die Antwort.

“With regard to this "grave situation" and "prospects for the future", let me remind you of some of our progress of only the last few months

1. We completed a successful warrant price amendment program. The last close for the program was October 10. This was done when our shares were around 8 or 9 cents. We had no idea that the sector was suddenly going to take off after the announcement and force the exercise of those amended warrants, bringing in around $3.5MM in cash. Yesterday's announcement to close sooner than later will add to that cash position.

2. We have a letter of intent with Toyota Tsusho to examine the possibility of joint venture exploration on two of our properties. That LOI is in effect until early January 2010, at which time we will be able to announce the results of TTC/GWMG's discussions (how many of the other REE companies listed above have LOIs with major industrial end users?)

3. We were awarded a DARPA contract (albeit a small one) to develop superalloys in our Troy MI plant. This has tremendous potential for Great Western Technologies in the future. We have developed these alloys before and this contract allows us to demonstrate that to a larger audience (how many of the other REE companies listed above have we awarded DARPA contracts or even have downstream production facilities?)

4. We have completed our second option payment on a former producing mine in South Africa and are moving forward with the next steps. We have submitted the documentation for a new mining permit. If successful, this operation could very well be the first REE mine that is in production outside of China (and as soon as 18-20 months from the time the permit is received). (how many of the other REE companies listed above are even close to production?)

5. A couple of months ago we paid off our long-term debt that we took on with the purchase of LCM in June 2008. That substantially improved our balance sheet. That probably does put us back on par, in terms of debt, when compared to the REE companies listed above but, again, how many of them have profitable downstream value added facilities?

We have several other developments/initiatives underway to move us forward and will announce those developments at the appropriate time.

I'm not sure what you were expecting for progress, but we believe that even those 5 points listed above are showing that this is not a "grave situation" and our "prospects for the future" look pretty good.”

[4now]

ich hab nur die überschrift aber ich vermute das heißt Molycorp fährt die Produktion hoch weil die Nachfrage steigt.

Molycorp to ramp up Mountain Pass production early next year

NEW YORK (Metal-Pages) 28-Oct-09. Molycorp Minerals LLC is set to ramp up interim production at its California-based Mountain Pass rare earths project early next year as demand ...

[4now]

Antwort auf Beitrag Nr.: 28.652.698 von Art Bechstein am 04.04.07 09:47:18

The following are extracts from a report, posted before, dated 29th September by Max Capital Markets Ltd. who are totally independent.


12-Month Target $2.25

Accelerating Strategic Potential

• We feel the excellent width and depth of Great
Western Minerals Group (GWG) management, projects
and operations represents a premier and distinguishing
Rare Earths (REE) synergistic combination among the
REE juniors. We find GWG appears to cover the
bases well on numerous accretive aspects –
management experience; significant downstream REE
value-added processing and expertise; an attractive,
diversified, and staged project portfolio; and a ‘mine to
market’ strategic emphasis that could enable rapid
operations and cash flow reducing subsequent dilution.

• Attractive project portfolio: We admire the
geological width and sequential development depth of
the land package that GWG has assembled. One of
the projects, the Steenkampskraal project, is
considered to have the world’s highest average REE in
situ grade, 16.74%. (Source: Numerous Industry Publications)

• Experienced Management, Geologists and
Metallurgists: REE’s are a niche market, with
idiosyncratic and complex metallurgical properties
characterized by similarity of the REE chemical
properties making their separation difficult. This
requires core niche competencies for mining and
significant value-adding processing. We feel GWG has
strong management and metallurgical skills, with
collectively over 105 years of industry experience.

• Vertical Integration Leverages Value-adding
Potential: The thin nature of this niche market means
the industry places a premium – and premium pricing –
on technical and operational know-how to produce
REE’s in final end-usage friendly elements. We believe
GWG has significant inherent value-adding potential
with its current downstream operations based in the
US, Great Western Tech., based in Troy, Michigan,
and Less Common Metals, based in the U.K. We
believe these operations and expertise will become
increasingly valuable as sector growth and processing
scarcity continue to increase the premium value of
operational expertise and end-market ready products

Investment Highlights

We are initiating coverage on Great Western
Minerals Group (GWG) with a $2.25 target price and
a Buy Recommendation. Given the depth and
experience of the management team and the quality
and diversity of assets, we believe that GWG could
offer investors exposure to one of the few junior rare
earths companies with the capabilities to advance
projects to production in 20 to 24 months.

Market Fundamentals for Rare Earth Metals

The current market for rare earth metals is
dominated by China, which controls about 98% of
the world’s supplies.1 In the late 1990s, China
expanded its production of rare earth metals,
essentially flooding the market with supply, while the
US reduced its production capacity at its largest
operation, Mountain Pass in California. China
currently regulates the supply of rare earths through
quotas and duties and has been gradually tightening
their supply over the last 5 years

For the rare earths market, the China factor without
a doubt weighs heaviest. According to recent (draft)
policy statements from China’s Ministry of Industry
and Information Technology, export quotas for 2009
will range between 32,000 tonnes to 34,000 tonnes,
meanwhile demand is likely to increase anywhere
from 10-20%, notably for rare earths such as
dysprosium, neodymium and terbium, which are
used in the production of permanent magnets for
electric motors in hybrid vehicles.

In addition, worries have surfaced over China’s own
domestic intentions for rare earths. Indeed, with
such a grip over global supply, the possibility exists
that China may resort to building its own strategic
reserves of rare earths. In fact, recent comments
from China’s Ministry of Commerce have suggested
that local industries develop higher value added
products domestically, rather than shipping the raw materials overseas for processing and thereby dominating an increasing amount of the global
supply chain.

As the demand-supply equation tightens, combined with China’s own growth in domestic
production, its leverage over the rare earths market will continue to increase. Additionally, as
China’s industrial base expands, these supplies will be increasingly used to feed domestic
production. The NY Times recently interviewed Wang Caifang, deputy director general of China’s Ministry of Industry and Information Technology, who commented that China will maintain a responsible approach on regulating its export quotas for rare earths; however, she maintained that, “I don’t think it will be zero,” signaling that restrictions will continue to occur. Therefore, diversifying a supply base is crucial.

Also adding additional pressure are demands from domestic industry groups within China, who are lobbying the government towards adopting increased protective measures for not only rare earths, but for the mining industry as a whole. Industry leaders have cited an influx of small, privately held companies engaged in exploration and development of some of China’s most strategic deposits in a largely unregulated environment. Increased oversight is necessary, as well as the creation of “strategic reserves” for rare earths and other metals. In response, China’s own $300 billion sovereign wealth fund, China Investment Corporation (CIC) is in talks with Baotou Steel and the Baotou regional government (located within China’s Inner Mongolia province) to form a state-run rare earth mining company specializing in exploration and development. As well, state-owned Chinese companies have attempted to acquire controlling stakes in two Australia-based rare earth developers: Arafura Resources (ARU), which was approved and Lynas Corporation (LYC), which was blocked by the Australian government.

Locating a supply for rare earths outside of China therefore is imperative. Countries or end users that require these raw materials for manufacturing of hybrid and electric vehicles (H/EV) and materials used in wind turbine generators will be adversely affected, namely the US and Japan. The H/EV and Renewable Energy markets are both in their infancy, yet are poised to grow with continuing technological and economic improvements.

Focus on early production
The Company is committed to rapid project development.
Management feels they can have the first project, Steenkampskrael/Rareco, in operation by late 2012, and the Hoidas Lake project in operation by 2013. The first of the two projects is the
reopening of the Steenkampskraal Mine, 51% interest (an 80/20 REE JV net of a 35% Black
Empowerment Interest) joint-venture with Rare Earth Extraction Co. Ltd. (“Rareco”) of Stellenbosch, South Africa for the former producing Anglo American REE mine.

The Rareco project entails the refurbishment of the old Anglo American monazite mine, as well as the construction of a rare-earth chloride plant for initial processing. We feel this project has
extensive advantages as existing infrastructure and mine workings significantly reduces capex and time to production. We estimate this reduces the time to production approximately one-half, and capex expense is roughly 20 to 35% of the cost, versus if the project was a greenfield startup.

There is a nearby port and the company intends for the off-take to supply the Less Common Metals (LCM) plant in Birkenhead, UK. LCM operates vacuum induction melting and co-reduction equipment to process REEs and alloys into value-added ingot and powder, but has been operating at approximately 40% of capacity owing to feedstock shortages.


Experienced Management Team

GWG has a strong technical and operational management team with substantial experience in all facets of mining, from exploration and mine development to mine reclamation. The management team, is lead by James B. Engdahl, Pres., CEO & Dir. Mr. Engdahl was former Pres. and Dir. of Shore Gold Inc., and has over 20 years extensive expertise in financing mergers, acquisitions, and reorganizations.

Gary L. Billingsley, C.A., P.Eng, P.Geo. is a professional engineer and geoscientist with more than 30 years' experience in the mineral industry including direct involvement with putting
Saskatchewan's largest gold mine into production and, on three separate occasions, has played a major role in the discovery of diamond-bearing kimberlite.
Collectively the top four in senior management have over 105 years of industry experience, and is supported by a strong Technical Advisory Board as well as a very capable metallurgist, Dr. Baodong Zhao. Dr Zhao brings to GWG extensive knowledge of metallurgy, materials science and physical chemistry from the Chinese and North American materials industry.

Valuation

Our Speculative Buy recommendation and target price of $2.25 is based on our NAV estimate.
Our NAV estimate consists of our NPV estimates (10% discount) for the Rareco and Hoidas Lake projects and associated mine site processing, as well as what we consider a modest value
accretion from GWG’s high value-add potential downstream operations, Less Common Metals
(LCM) and Great Western Technologies Inc. (GWTI). We assumed a combined $125 million in revenues for LCM and GWTI and what we consider a modest 15% average gross profit margin.
We feel over time will these processing facilities will increasingly be both operationally and
financially highly accretive to the organization

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.288.803 von 4now am 30.10.09 13:20:05

12-Month Target $2.25


1 $ würde mir schon mal reichen.


Die Antworten der Firma gefallen mir ausnehmend gut!

Es ist halt immer das Gleiche. Es gibt einen Hype, die Leute steigen oben ein und wenn der Kurs dann abbröckelt werden sue ungeduldig, sauer und schmeissen irgendwann. Lemminge halt.
Die Kunst besteht ja darin, vor den Hypes und Spikes investiert zu sein und dann in der Lage zu sein, bei Kurssprüngen Gewinne zu realisieren und einen Teil laufen zu lassen. So kann man mit volatilen Explorern sehr glücklich werden.

Gruß
Julia

[MaloneBS]

Antwort auf Beitrag Nr.: 38.288.803 von 4now am 30.10.09 13:20:05

Entweder hatten Sie Ihre Position schon komplett, oder Sie vergassen wohl sich bei Pope und Co zu melden in den Folgetagen... Kursziel 2.25$ und KE zu 0.31 bzw 0.28

[wattnu]

Antwort auf Beitrag Nr.: 38.288.982 von MaloneBS am 30.10.09 13:38:07

evtl. könnte auch das Datum des postings bei der Betrachtung eine Rolle spielen.

Folgende Antwort bezieht sich auf Beitrag Nr.: 28.652.698 im neuen Fenster öffnen von Art Bechstein am 04.04.07 09:47:18
The following are extracts from a report, posted before, dated 29th September by Max Capital Markets Ltd. who are totally independent.

12-Month Target $2.25

schon damals wurden jede Menge Luftschlösser gebaut....

[4now]

Antwort auf Beitrag Nr.: 38.289.106 von wattnu am 30.10.09 13:51:05

na das liegt nur daran daß ich diese seite als bookmark habe und manchmal einfach auf das nächstbeste posting antworte,...

inhaltlich habt ihr wie immer nix beizutragen

[wattnu]

Antwort auf Beitrag Nr.: 38.289.888 von 4now am 30.10.09 14:56:48

aus dem stockwatch Forum kopiert da hat einer sich...

...war ja auch ne tolle Leistung, Respekt

[4now]

Antwort auf Beitrag Nr.: 38.290.494 von wattnu am 30.10.09 15:53:36

find ich auch ...wie immer bin ich bemüht...jedenfalls bin ich kein Frustverbreiter

[wattnu]

Antwort auf Beitrag Nr.: 38.290.541 von 4now am 30.10.09 15:59:40

Mal sehen, vielleicht bemühe ich mich auch mal...
... die Beiträge von Anderen aus fremden Foren zu kopieren und hier einzustellen.

[4now]

Antwort auf Beitrag Nr.: 38.290.616 von wattnu am 30.10.09 16:06:22

ja bemüh dich mal

[wattnu]

Antwort auf Beitrag Nr.: 38.290.853 von 4now am 30.10.09 16:24:54

Danke verbindlich für Deinen Zuspruch!
Von alleine hätte ich mich vielleicht nicht getraut.

[4now]

Antwort auf Beitrag Nr.: 38.290.925 von wattnu am 30.10.09 16:32:49

ja eben dachte mir schon daß du meine stütze brauchst

[wattnu]

Antwort auf Beitrag Nr.: 38.291.196 von 4now am 30.10.09 16:54:06

ja, das gibt mir so unheimlich viel...ich bin dir so dankbar

[MONSIEURCB]

Könnt ihr jetzt bitte mit euren Kindereien aufhören? Danke - auch wenn dieser Stil gut zum Titel des threads passt .... Julia, kannst du ihn ändern?

[MONSIEURCB]

Antwort auf Beitrag Nr.: 38.291.850 von MONSIEURCB am 30.10.09 17:49:29

Sorry - mit dem thread meinte ich ZEOX, die "Hammerperle" ...

[Videomart]

Lanthanum has edge over lithium for rechargeable batteries in hybrids — analyst
NEW YORK (Metal-Pages) 30-Oct-09. Rechargeable batteries containing lanthanum hold greater near-term promise than those based on lithium-ion technology for large scale use in electric and hybrid vehicles, according to a high-profile rare earths and minor metals researcher and analyst. (Jack Lifton)
...
http://www.metal-pages.com/news/story/42995

[4now]

Antwort auf Beitrag Nr.: 38.296.845 von Videomart am 01.11.09 02:12:24

ich kann den Artikel zwar nicht lesen, aber ich vermute es ist noch immer das Preisargument und die nicht gesicherte Haltbarkeit der Lithium Batterien ausschlaggebend. Die Lithium Batterien können zwar mehr, aber nicht so viel mehr daß der höhere Preis gerechtfertigt wäre.
Fakt ist die Millionenproduktionen sind nachwievor im NiMH Bereich
und die Lithium Batterien im 10000Stück Bereich geplant.
Für GWG zählt auch vorallem was Toyota tut. Außerdem soll die Magnetproduktion (für Windräder,..)interessanter sein,
sowohl vom erzielbaren Preis als auch mengenmäßig.

[4now]

http://treo.typepad.com/raremetalblog/2009/11/blog-us-presid…
die US Regierung scheint Interesse am Thema zu gewinnen

[MONSIEURCB]

Great Western Minerals Group Announces the Appointment of the Honourable Bill McKnight as Director

* Press Release
* Source: Great Western Minerals Group Ltd.
* On 8:49 am EST, Monday November 2, 2009

SASKATOON, SASKATCHEWAN--(Marketwire - 11/02/09) - Great Western Minerals Group Ltd. (TSX-V:GWG - News) (PINK SHEETS:GWMGF - News) ("GWMG" or the "Company") is pleased to announce that the Honourable Bill McKnight has joined the board of directors of the Company, subject to approval by the TSX Venture Exchange.

Mr. McKnight served Canada as a Member of Parliament for fourteen years, nine of those as a senior Member of Cabinet. During those nine years, Mr. McKnight held seven portfolios, including Labour, Canada Mortgage and Housing, Indian Affairs and Northern Development, National Defence, Agriculture and Energy, Mines and Resources.

As a successful private businessman and a Senior Minister and Member of the Inner Cabinet, Mr. McKnight developed a unique strategic planning ability that is important in today's global business environment. Mr McKnight continues to consult for companies doing business in Asia where his network and connections are extensive.

Mr. McKnight holds board positions with several public and private organizations. He is currently Chairman of McKnight & Associates; Chairman and Director, Cline Mining Corporation; Director, Diadem Resources Ltd.; Director, Golden Opportunities Fund, and Director, Maple Leaf Reforestation Inc. In addition, Mr. McKnight is also an Honourary Chief of the Muskeg Lake Cree Nation.

In June, 2007, Mr. McKnight was appointed Treaty Commissioner for the Province of Saskatchewan, a position which he currently holds.

Mr. McKnight recognizes the importance of developing a North American solution to the impending global rare earth elements shortage, since these elements are critical to North American industry, particularly in the defense, automotive, and aerospace sectors.

Gary Billingsley, Executive Chairman of Great Western Minerals Group said "We are very pleased to have Mr. McKnight join our board of directors. Mr. McKnight brings a great deal of experience in the public and private sectors in areas that are relevant to our business here at GWMG. His international expertise in business and public and private policy will be very important for Great Western Minerals Group as we continue to implement our global mine to market business strategy."

Gary Billingsley, Executive Chairman

[4now]

Antwort auf Beitrag Nr.: 38.302.324 von MONSIEURCB am 02.11.09 14:54:54

liest sich nicht so schlecht was http://www.mcknightandassociates.ca/principals.php
die so machen.
Aber cline mining und diadem resources sind keine Werbung.

[DIE_GERECHTIGKEIT]

Dies liest sich auch nicht so schlecht!

http://www.marketoracle.co.uk/Article14110.html

[4now]

Antwort auf Beitrag Nr.: 38.309.623 von DIE_GERECHTIGKEIT am 03.11.09 13:46:11

was mich stört ist daß er von einer bubble spricht die erst am Anfang ist. Bubble wär doch wenn nichts reales dahinter stehen würde und das ist wohl nicht so (green energy,...) erhat zwar Kursziele 10-20$ aber die Begrüdung liegt nur bei der Bubble die er erwartet. Mag sein daß dies für die von ihm angesprochenen RE Aktien stimmt. Für GWG seh ich das anders. Die werden diese Kursziele mit echten Umsätzen und Gewinnen legitimieren.

[MaloneBS]

Der Kursverlauf verspricht gute news für morgen: 0.29 CAD

[MaloneBS]

èbrigens war Pope bei Quest Uranium etwas erfolgreicher, was ein KE raise im REE Sektor betrifft:
http://www.benzinga.com/press-releases/m30866/quest-uranium-…

[4now]

Antwort auf Beitrag Nr.: 38.312.994 von MaloneBS am 03.11.09 19:36:34

derzeit sogar .3CAD aber AVL steigt ebenfalls stark es dürfte also eine Sektorsache sein.

[MaloneBS]

Antwort auf Beitrag Nr.: 38.313.249 von 4now am 03.11.09 20:07:43

Ja, Quest zieht schon über 20% an.

[4now]

Antwort auf Beitrag Nr.: 38.313.275 von MaloneBS am 03.11.09 20:10:10

auf metal-pages.com gibt es ja einige gute news zum sektor und die Preise sind auch wieder deutlich am steigen

[4now]

Antwort auf Beitrag Nr.: 38.313.247 von MaloneBS am 03.11.09 20:07:19

die Idee mit dem Warrant war wohl nicht so gut,...die Anleger haben bei solche kleinen Firmen wohl lieber Aktien und die Warrants nur als Zugabe.

[MONSIEURCB]

Sorry, will den thread nicht stören - aber ich habe eben den thread von TNR Gold (CA87260X1096) re-aktivieren lassen ... für alle, die's interessiert, hier die Kurzfassung der Homepage:

WELCOME TO TNR GOLD CORP.

Exploring for Lithium, Rare Earth Metals, Precious & Base Metals across the globe from Argentina to Ireland!

TNR Gold Corp. (TSX-V: TNR) is a minerals exploration company actively exploring a portfolio of properties worldwide for lithium and rare metals. TNR has a strategic balance of both pegmatite and brine projects - pegmatites with the advantage of presence rare metals such as tantalum and niobium, while brines offer the low-cost large scale production of lithium carbonate that will be increasingly important. TNR has secured over 292 squared kilometres of well-known pegmatite belt in Ireland, acquired a past producing tantalum mine area in Northwest Territories never tested for other rare metals, staked USGS-tested lithium brine properties in Nevada around the only current lithium brine producer in North America, acquired 120 squared kilometres of salt lake in Argentina, Mavis Lake, and other properties!

TNR will be actively seeking property development with its proven joint venture model. With rising energy demands and increased reliance on lithium ion technology from hybrid and electric vehicles to portable devices, Green Energy is the trend of the future and these acquisitions are the first of many progressive steps for TNR in becoming a prominent Lithium and Rare Earth Elements explorer.

Our primary focus in Argentina is the exploration and development of three key projects in Argentina: Eureka, El Salto, and El Tapau. We continue to explore our other properties while identifying new quality prospective projects. TNR will strengthen its assets through partnerships with mid-tier and major companies, and establish long-term cash flow through royalty interests and project development.

The Eureka project is an exotic Copper system with Gold targets. Eureka is a historically productive project with seven known flat-lying copper beds and no history of drilling. TNR will explore the property this year through drilling, trenching, sampling, and IP survey.

El Salto and El Tapau are strategically situated 50km apart and both have year-round access. El Salto is a Copper-Gold-Molybdenum system that appears to be part of a series of porphyry systems known as the "Yellow Belt" district of San Juan. TNR's 10,500m drilling program is currently under way at El Salto. El Tapau is a Copper Gold target. Systematic rock chip samples over an area 600 metres by 400 metres uncovered gold values as high as 19 g/t, with an average value of 2.2 g/t. The 2008 Program for El Tapau includes detailed geological mapping, systematic rock sampling, geophysical IP Survey, trenching, and the Phase One 3,000m Drill Program.

In Argentina, TNR Gold Corp's holdings are held under the wholly-owned subsidiary Solitario Argentina S. A. ("Solitario").

TNR also has two large projects in Alaska - Shotgun and Iliamna. Shotgun hosts a million ounces of historic gold deposit, while Iliamna is an early-stage exploration project divesdted from BHP Billiton showing geological similarities to the nearby Pebble Deposit, approximately 50km away.

[4now]

Antwort auf Beitrag Nr.: 38.314.784 von MONSIEURCB am 03.11.09 23:48:48

Danke ! als vor einigen Tagen hier jemand einen Artikel eigestellt hat wo Argentinien als RE Land erwähnt wurde hab ich mich schon gefragt wer da rumbuddelt.
Zumindest daß ist jetzt geklärt.

[4now]

Antwort auf Beitrag Nr.: 38.314.784 von MONSIEURCB am 03.11.09 23:48:48

wobei von Lanthaniden steht da nix, Tantal und Niobium mögen zwar selten sein. Aber zu den Seltenen Erden gehören sie nicht.

[4now]

11/03/2009
MEDIA: Chinese rare earth expert calls for immediate stockpiling
November 2, 2009 (Source:Metal-Pages) - China should use its reserves of foreign currency to buy rare earths for stockpiling in a bid to protect strategic resources, said a senior Chinese researcher on rare earths.

“I hope the Chinese government can invest about $ 1 billion to buy rare earths and thorium for stockpiling as China presently has sufficient reserves of foreign currencies and market prices for rare earths are comparatively low at this moment,” said Mr. Xu Guangxian, professor at Peking University in an interview with the China Economy Times.

“We must set up a stockpiling system for rare earths and thorium and support leading domestic producers like Baogang, Minmetals and Jiangxi Copper to implement the stockpiling,” Mr. Xu, also an academician at the Chinese Academy of Sciences said. He is regarded as the "Father of Rare Earths" in the industry in China.

China produces over 95% of the world's rare earth supply. However, there has been much criticism in China that the country's rare earths have been overproduced and undersold in the last decade.

“Japan and South Korea have built up stockpiles which are enough for 20 years of consumption by taking advantage of low market prices before 2008 when China began to restrict production but China hasn’t set up a stockpiling system yet,” Xu criticized.

“We must take action soon to protect rare earth reserves otherwise they could be exhausted in only ten years in some major producing regions,’ Xu warned. “There were around 1.5 million tonnes of industrial reserves of medium and heavy rare earths in southern China but now only 600,000 tonnes is there after years of overexploitation.”

Besides production restrictions and a stockpiling system, Mr. Xu also called for industry integration to prevent waste of resources.

“China has around 70-80 producers for rare earth separation but there is only one in Europe. Most of them are very small and harmful because they cause unfair trade by undercutting each other when market prices fluctuate. So we must support major producers like Baogang, Minmetals and Jiangxi Copper to lead the integration,” Xu said.

Sinds jetzt die Chinesen die ein Problem haben ? na wie auch immer
Preise werden sich ver x fachen und GWG wird ein Milliarden$ Unternehmen.
ps.: das mit den Lagern für 20 Jahren stimmt wohl nicht.
es stand zwar schon in diesem Artikel
http://english.people.com.cn/90001/90778/90857/90861/6750226…
in diesem steht aber etwas von einer 2/3 Jahresproduktion auf Lager
http://english.cctv.com/program/newshour/20090905/104795.sht…

[4now]

http://www.cnn.com/2009/WORLD/asiapcf/11/03/amanpour.china/

[MaloneBS]

Antwort auf Beitrag Nr.: 38.314.926 von 4now am 04.11.09 01:41:19

Ist eben auch für Chinesen ein bisschen unbefriedigend, Geld zu horten das sich entwertet nur um den grössten Absatzmarkt zu stützen. Das Horrorszenario wie in dem link beschrieben teile ich zwar nicht so ganz, aber die baseline mit dem Professor aus Peking dürfte übereinstimmen: besser amerikanische Rohstoffe in Zahlung nehmen als wertlose Dollar. Bin auch mal gespannt wie lange die Amerikaner Ihre restriktive Politik gegenüber chinesischen Investments in strategische Unternehmen in USA aufrechthalten können.

http://www.uncommonwisdomdaily.com/is-this-exciting-or-what-…

"...We’ve had bear markets in the dollar before, but none as wicked as the current one. The dollar has now lost more than 40% of its value since 2001 — and is likely to lose as much as another 50%, before it’s ultimately replaced as the world’s reserve currency.
...
4. Consumption of raw materials from base metals to agriculture is expected to rise to 170% of the Earth’s capacity by the year 2040 — leading to the end-life of some of the world’s most important base resources needed to sustain economic growth.

Put another way, the world is running out of copper, tin, aluminum, lead, zinc, uranium, and more.

In as little as 13 years, we will be out of rare earth metals such as indium, antimony, hafnium, and tantalum.
..."

[MaloneBS]

kleines update:
http://nbbusinessjournal.canadaeast.com/journal/article/8459…

Great West Minerals widens exploration work
Great Western Minerals Group Ltd. (TSX.V:GWG) announced it is working through the next phase of exploration work at its Benjamin River rare earth project near Bathurst. The Saskatoon-based firm tapped into the New Brunswick Junior Mining Assistance Program to help bring its total budget for exploration to $750,000. Fugro Airborne Surveys Corp. has completed a helicopter-borne magnetic and radiometric survey over the property to further trace known rare earth mineralization and identify new potential areas. The company has also started a stream-sediment sampling program. Moncton's Major Drilling Group International Inc. (TSX:MDI) has a contract to complete 2,000 metres of core drilling before year's end.

[sunny3999]

[DIE_GERECHTIGKEIT]

..hier fehlt nicht mehr viel und es poppt!

Die Holzfäller müssen nur mal die 0,30 rausnehmen.

Oder Toyota unterschreibt endlich und wir haben den halben Dollar.

[4now]

Antwort auf Beitrag Nr.: 38.319.653 von DIE_GERECHTIGKEIT am 04.11.09 16:49:52

Noch maximal 2Monate bis zum Ablauf der LOI Frist und ich vermute sie werden es ausreizen. Ich geh davon aus daß wir dann den ganzen $ haben.

[4now]

Bei GWG ist natürlich nur Hoidas Lake berücksichtigt, daß wir noch 4 weitere Projekte besitzen und 2 Verarbeitungsbetriebe wird fest ignoriert.

[4now]

So sieht Underperformance aus.
Wobei der Index natürlich durch Avalon und Quest aufgeblasen ist.

[4now]

Hybridauto führt Verkaufsrangliste in Japan an
06.11.2009|Erstellt um 08:36 Uhr Staatliche Kampagne für sparsame Fahrzeuge

Der Verband der japanischen Automobilhändler hat am Freitag bei einer Pressekonferenz in Tokio die aktuelle nationale Pkw-Verkaufsrangliste vorgestellt. Den Angaben zufolge führt das Hybridfahrzeug Prius von Toyota bereits zum sechsten Mal in Folge die monatlichen Top Ten der Autoverkaufszahlen an.

Im Oktober seien 26.918 Fahrzeuge dieses Typs in Japan verkauft worden. Im Oktober 2008 waren es nur 6.341 gewesen. Grund für diesen Anstieg sind staatliche Maßnahmen, die den Kauf eines spritsparenden Autos begünstigen, beispielsweise Steuererleichterungen und Zuschüsse.

Toyota erholt sich
Die Nachfrage nach dem Prius brachte Toyota im abgelaufenen Quartal wieder aus der Verlustzone. Der Konzern erwirtschaftete von Juli bis September einen Nettogewinn in Höhe von umgerechnet rund 163 Millionen Euro und überraschte damit die Börsianer nach drei Quartalen im Minus positiv.

Der zweite Hybrid-Pkw in den japanischen Top Ten ist der Insight von Honda, der derzeit auf Platz neun der Verkaufsliste liegt.

(AP/futurezone)


Interessant finde ich daß Toyota mit dem Prius nicht nur Gewinn macht sondern soviel Gewinn um damit den Konzern ins Plus zu bringen. (Wenn das stimmt wie es da steht) Bsher war der Prius angeblich mehr Werbemittel. Das heißt nicht nur mehr RE Nachfrage sondern auch kann man davon ausgehen daß Toyota noch mehr in diese Sparte reingehen wird wenn sie damit auch Geld machen können.

[4now]

http://english.people.com.cn/90001/90776/90882/6806264.htmlhttp://www.spiegel.de/international/business/0,1518,658977,0…

[wattnu]

Antwort auf Beitrag Nr.: 38.335.169 von 4now am 06.11.09 13:50:16

Hab auch mal das geistige Produkt anderer Leute abgekupfert, nachdem du mich so ermutigt hattest
...ein ungeheuer erhebendes Gefühl


Wie Sie von "Seltenerden" profitieren können

David Fessler (US-Korrespondent), Investoren Wissen vom 05.11.2009 16:00

...was haben Ihr Handy, eine Euro-Banknote, Supraleiter, Glasfaserkommunikationssysteme und der Motor des Frontscheibenwischers Ihres Autos gemeinsam? Sie (und auch tausend andere alltägliche Produkte) enthalten winzige Mengen einiger der obskursten chemischen Elemente dieses Planeten.

Sie sind unter dem Ausdruck „rare earth metals" [Seltenerden, Anm. d. Ü.] oder einfach „rare earths" bekannt.

Was ist das Besondere an dieser Sache?

Einfach gesagt könnten moderne Bauteile im Wert von Billionen von Dollars nicht ohne deren Existenz gebaut werden. Diese „rare earths" sind ausschlaggebende Elemente in vielen Industrieprozessen und das United States Geological Survey [USGS, etwa "Geologischer Dienst der USA", Anm. d. Ü.] hat 17 von ihnen identifiziert.

Lassen Sie uns einen kurzen Blick auf die „rare earths" werfen, um eine Vorstellung dafür zu bekommen, wo diese Elemente überall vertreten und wie wichtig sie sind. Und natürlich um etwas zu tun, woran überhaupt nur die wenigsten Investoren denken: um aus ihnen Gewinn zu schlagen...



Kaum bekannte „rare earths"... Aus dem alltäglichem Leben kaum wegzudenken

Der Ausdruck „rare earths" kommt daher, dass die Mineralien, welche diese ungewöhnlichen Elemente enthalten, sehr selten waren, als sie das erste Mal in Ytterby in Schweden gefunden wurden.

Gemäß den Nummern 21, 39 und 57-71 im Periodensystem der Elemente gehören zu den meistgenutzten „rare earths" u.a. die folgenden Elemente:

* Cerium ist das am meisten vorkommende „rare earths"-Element. Es wird in den Katalysatoren der Automobilindustrie und in anderen Umweltschutzausstattungen verwendet. Es hilft dabei, die Schwefeloxid-Emissionen zu reduzieren. Außerdem wird es auch Dieselkraftstoff zugefügt, damit dieser besser verbrennt.

* Neodym wird in Magneten eingesetzt, um das Magnetfeld zu verstärken. Handys, Computer und Lautsprecher würden ohne Neodym-Magneten nicht existieren. Und Miniaturmotoren würden ohne dieses Element gar nicht existieren.

* Holmium hat die größte magnetische Stärke aller Elemente und wird in ärztlichen und zahnärztlichen Lasern sowie in Kontrollstangen für den Nuklearbereich genutzt. Es ist ebenfalls ein Farbstoff für Gläser

* Dysprosiums magnetische Eigenschaften machen es zu einem nützlichen Material für bestimmte Laser, Kraftstoffeinspritzdüsen für Dieselmotoren, CDs und andere Datensicherungsgeräte.

* Thulium ist eines der seltensten und teuersten „rare earths"-Metalle. Es hat einzigartige Eigenschaften, welche es ideal für den Einsatz in laserchirurgischen Instrumenten machen.

* Yttrium wird hauptsächlich genutzt, um rotes Phosphor für rote LEDs und Supraleiter nutzbar zu machen.

* Europium ist ein Schlüsselbestandteil in bestimmten Lasertypen und ist Teil eines chemischen Prozesses, welcher benötigt wird, um das Down Syndrom festzustellen.

* Erbium ist ein silberfarbenes Metall, welches in Fotofiltern und als Färbemittel in billigen Sonnenbrillen und in Juwelen genutzt wird. Es ist ebenfalls ein Schlüsselelement in optischen Verstärkern und wird für Glasfaserkommunikationssysteme genutzt.



Seltenerden und der China Faktor - schon wieder...

Obwohl die „rare earths"-Elemente in relativ hoher Konzentration in der Erdkruste vorkommen, wurde das Weltangebot bis 1948 hauptsächlich aus Sandlagern in Brasilien und Indien gewonnen. Aber in den 1950ern wurde Südafrika zum Hauptlieferanten und auch das Angebot der Vereinigten Staaten nahm bis in die 1980er stark zu.

Und obwohl es noch immer eine verbliebene Produktion aus diesen Quellen gibt, ist China an die Spitze der Produzenten gestürmt. Die „rare earths"-Metallproduktion des Landes lässt die der anderen Länder wie Zwerge erscheinen. Und wie Sie im Chart erkennen können, ist der rote Drachen für beinahe 95% der weltweiten „rare earths"-Produktion verantwortlich:





Innerhalb des letzten Jahrzehnts hat sich die Nutzung der Seltenerden stark vergrößert, was sich in einer angespannten Nachschubsituation deutlich macht. Tatsächlich gibt es wachsende Bedenken, dass sich die Welt bald einer Verknappung gegenüber sehen könnte, welche auf über 40.000 Tonnen jährlich ansteigen dürfte. Da China beinahe zwei Drittel seiner eigenen Produktion selbst verbraucht, ist nicht schwer nachzuvollziehen, dass es die eigenen Interessen verteidigen will. Das Land legt große Vorräte an und fährt den jährlichen Export der „rare earths"-Elemente herunter. Eine große Sorge ist, dass innerhalb von ein paar Jahren China sich dazu entschließen könnte, alles was es produziert, selbst zu behalten.

Aufgrund dieser Bedrohung seitens Chinas steht der Seltenerden-Sektor unter Feuer, begleitet von einer weltweiten Nervosität im entsprechenden Explorationsbereich. Eine Mine in Kalifornien wird z.B. im Jahr 2012 wieder eröffnet und Australien legt gerade die größten „rare earths" Vorräte außerhalb Chinas an.



Drei Minenaktien für Seltenerden-Spekulanten

Unglücklicherweise haben die Chinesen bisher nicht die sich im Staatsbesitz befindende „rare earths"- Hi-Tech Firma Mongolia Baotou Steel in ein börsennotiertes Unternehmen umgewandelt, so dass wir deshalb keine Aktien kaufen können. Außerdem ist es unwahrscheinlich, dass man Aktien dieses Unternehmens angesichts der strategischen Bedeutung von Seltenerden und Chinas schwindenden Reserven jemals an der Börse wird kaufen können.

Aber viele andere „rare earth"-Minenaktien sind seit der Bekanntgabe Chinas im August (dass die Exportquoten geändert werden) um über 100% gestiegen. Hier sind ein paar Werte, die Sie sich näher anschauen sollten...

* Lynas Corporation: Das Unternehmen ist für die großen australischen „rare earth"-Vorräte in Mt. Weld verantwortlich. Die Aktien stiegen in den vergangenen 6 Monaten um über 141%.

* Avalon Rare Metals und Rare Element Resources sind zwei weitere Minen, welche einen großen Anstieg innerhalb der letzten sechs Monate hatten. Deren Aktienkurse sind um 510% bzw. 596% gestiegen.

Ich mahne jedoch zur Vorsicht: So wie beinahe alle Junior-Goldminenaktien sind alle drei genannten Werte wirklich hochspekulativ. Stellen Sie sich deshalb auf viel Volatilität ein und überlegen Sie genau, ob derartige Investments zu Ihnen passen.

Abgesehen davon gibt es nur einen kleinen Vorrat an Seltenerden und das bedeutet, dass es profitable Gelegenheiten geben wird, sobald neue Anbieter im Markt auftauchen und versuchen, die schwindenden Vorräte Chinas auszugleichen.

Erfolgreiches Investieren,



David Fessler

leider bleibt GWG namentlich unerwähnt..

[4now]

[img]http://www.gwmg.ca/media/photos/cache/events/GWMG-Northern-P…

[4now]

Antwort auf Beitrag Nr.: 38.337.947 von 4now am 06.11.09 18:30:07

[4now]

Antwort auf Beitrag Nr.: 38.337.947 von 4now am 06.11.09 18:30:07

Douglas River Base Camp - Big Bear Lodge

[4now]

Douglas River HREE Sample

[MaloneBS]

http://zionistgoldreport.wordpress.com/2009/11/06/germans-wo…
Germans Worried About Shortages In Rare Earth Minerals
...These are the sorts of metals that are essential in the production of quality, high-technology German products. In Hanau, a city near Frankfurt in the western state of Hesse, the answers to these questions are critical to the future of Vacuumschmelze, known as VAC, a company with 3,800 employees that specializes in the production of permanent magnets. “We are watching China carefully,” says European sales director Helmut Dönges. VAC is one of the biggest importers of neodymium, a metal in the group of rare earths with extraordinary properties. Neodymium magnets have magnetic fields up to 25 times stronger than those made from conventional ferrites, even at high temperatures and in confined spaces. Neodymium is a critical material for the industries of the 21st century. This remarkable material is transported, in the form of fist-sized, silvery-gray chunks of metal, by ship in steel drums from China. In Hanau, the pieces are ground to a very fine consistency, then pressed into molds and heated at high temperatures for use in a wide variety of applications: in elevator motors, electricity meters, dental drills, window regulators and power steering systems. Automotive suppliers are among VAC’s biggest customers, and the foreseeable boom in hybrid and electric engines will likely increase demand for its products in the future. A Mercedes S 400 Hybrid contains about half a kilogram (1.1 pounds) of neodymium. Even larger amounts are consumed by the wind turbine industry, where the rule of thumb is that about 200 kilos of neodymium are needed for each megawatt of electricity generated. The turbines’ giant generators, up to five meters (16 feet) in diameter, generate up to five megawatts each. VAC has recently been importing 400 to 500 tons of neodymium per year, or twice as much as it did five years ago. Demand for the material is expected to double once again by 2012, primarily due to growth in the wind power industry. http://www.spiegel.de/international/business/0,1518,druck-65…

[MaloneBS]

http://www.matternews.com/research/UD_wins_$4.4_million_to_d…
The University of Delaware has won a $4.4 million grant from the U.S. Department of Energy's Advanced Research Projects Agency (ARPA-E) to lead a multidisciplinary, multi-institutional research project to develop the next generation of high-performance permanent magnets.

..."We hope our efforts will provide the fundamental innovations and breakthroughs which could have a major impact in re-establishing the United States as a leader in the science, technology, and commercialization of this very important class of materials," Hadjipanayis said.

More than 3,600 concept papers were received in response to the first ARPA-E solicitation, from which the U.S. Department of Energy requested 300 full applications and ultimately selected 37 based on rigorous review and evaluation.

[4now]

Jim Engdahl spricht ab Minute 28 allgemein über den Markt und
über GWG. Im Unterschied zu den Interviews die ich bisher von ihm hörte ist dieses wirklich gut und interessant.
Neue Fakten: Südafrica wird nur 13 Mill. kosten !! Hoidas 125Mill.
http://www.netcastdaily.com/broadcast/fsn2009-1107-3a.mp3

[MaloneBS]

http://www.benzinga.com/press-releases/m37499/great-western-…
Great Western Minerals Group Ltd. ("GWMG" or the "Company") (TSX VENTURE:GWG) (PINK SHEETS:GWMGF) is pleased to announce that it has closed its previously announced private placement of special warrants ("Special Warrants"). Pope & Company Limited of Toronto ("Pope & Company") acted as exclusive agent for the Company with respect to the sale of 8,964,886 Special Warrants for gross proceeds of $2,510,168.08 (the "Offering").

wie angekündigt zu 0.28 cad: eine Aktie und einen halben warrant auf eine weitere Aktie zi 0.5 CAD bis 2014

[4now]

Antwort auf Beitrag Nr.: 38.341.932 von MaloneBS am 07.11.09 21:21:44

wenns stimmt was wwwater schreibt daß das Management derzeit in Südafrika ist wirds wohl auch bald news dazu geben und wie in deiner News angekündigt weitere Investitionen im Steenkampskraal Projekt.

[4now]

http://www.businessweek.com/globalbiz/content/nov2009/gb2009…

Und dann hatte ich es nicht für so wichtig gehalten daß Obama einen Bericht angefordert hat wie weit die Rare Earth die US Verteidigung beeiinflußen können. Der soll bis Mitte April 2010
fertig sein. Da die News aber auch auf Metal Pages steht nun doch der link dazu.
http://agmetalminer.com/2009/11/04/gao-to-independently-asse…

“Rare earths are heating up as a policy issue,..."

[MONSIEURCB]

Great Western Minerals Group Grants Options

* Press Release
* Source: Great Western Minerals Group Ltd.
* On 10:27 pm EST, Monday November 9, 2009

SASKATOON, SASKATCHEWAN--(Marketwire - Nov. 9, 2009) - Great Western Minerals Group (TSX VENTURE:GWG - News; PINK SHEETS:GWMGF - News) reports that, subject to regulatory approval, it has granted to officers, directors, consultants and all employees an aggregate of 7,825,000 options to acquire common shares of the Company. The options are exercisable into common shares of Great Western Minerals Group Ltd. at a price of $0.35 per share for a period of five years from the date of grant. This option program was approved by shareholders at the Company's annual general meeting held on September 10, 2009.

Great Western Minerals Group Ltd. is a Canadian-based company with six rare earth exploration and development properties in North America with an option on a sizable additional property in South Africa. In addition, as part of the Company's strategy to pursue a vertically-integrated business model, the Company's wholly-owned subsidiaries of Less Common Metals Limited located in Birkenhead UK, and Great Western Technologies Inc., located in Troy, Michigan, produce a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing copper, nickel, cobalt and the rare earth elements.

Jim Engdahl, President

[4now]

Antwort auf Beitrag Nr.: 38.355.003 von MONSIEURCB am 10.11.09 11:34:25

ja die gönnen sich halt was...
weil da von 6 RE Projekten steht habe ich nochmal nachgelesen.
die Kupfer,Gold, Nickel, Kobalt Projekte (Crescent Project,Chuckwalla,Copper Hill) wurden zum Jahreswechsel abgeschrieben und eingestellt.
Das Knee Lake Projekt (Kalk) wird ebenfalls eingestellt.
Wir haben also 6 Rare Earth Projekte

1.Hoidas
2.Deep Sands Utah
3.Douglas River
4.Benjamin River
5.Rareco Project Steenkampskraal
6.50% am Misty projekt mit Ucore

Im MD&A vom 28.Aug. steht auch was interessantes.

A full metallurgical study was initiated with The General Research Institute For Non-Ferrous Metals (“GRINM”), a renowned institute located in Beijing China.
The purpose of this study is to approach the Hoidas Lake rare earth extraction processes from a non-typical prospective using metallurgical reagents not readily available outside of China in test sized quantities. During the first two quarters of 2009, the focus on metallurgy continued with work ongoing at GRINM.

Die Chinesen arbeiten also auch am Hoidas Metallurgie Prozess.
Genauer der Extraktion während die US und Kanadischen Labore
Flotation und Extraktions Tests machen.
Ich vermute mal daß hier Dr. Baodong Zhao (Manager Metallurgie) seine Verbindungen nutzt.

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.355.678 von 4now am 10.11.09 12:43:41

ja die gönnen sich halt was...


Ja, wie dumm kann man sein! Das können sie ja machen, aber nicht zu 35 Cent, diese beschissenen gierigen #######.
4now, diese Klitsche wird nie richtig hochkommen so wie ich das sehe. Gute Ansätze, aber viel zu blöd, um eine richtige Firma aufzubauen. Am Ende stehen die wie Lynas mit ein paar Milliarden shares da und wundern sich, warum der Kurs immer noch zwischen 0,20 und 0,30 CAD herumdümpelt.
Ich werde beim nächsten Run schmeissen und diese Bude nicht mehr mit der Kneifzange anfassen!

Gruß
Julia

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.360.019 von DIE_GERECHTIGKEIT am 10.11.09 20:06:35

ich ärgere mich nur, dass ich den Scheiss im September überlesen habe!

[MaloneBS]

Antwort auf Beitrag Nr.: 38.360.019 von DIE_GERECHTIGKEIT am 10.11.09 20:06:35

Immer noch besser als die vorhandenen Reserven als Gehaltserhöhung rauszuhauen und mit 0.35 CAD stimmt die Richtung wenigstens einigermassen, bleibt der Kurs darunter ist das Zeug ja eh wertlos.

Uebrigens haben bei der letzten KE auch Firmeninterne für insgesamt ca 150K CAD bei 0.28 zugegriffen.

Wuesste zu gerne wer die 400k zu 0.25 CAD vorhin gekauft hat.

[4now]

Antwort auf Beitrag Nr.: 38.360.019 von DIE_GERECHTIGKEIT am 10.11.09 20:06:35

hmmm weis nicht was dich da jetzt so aufregt ?
am Geschäft ändert das nichts...
Wenn Steenkampskraal nur 13Mill. Investition erfordert und danach 3000t RE /Jahr an LCM und GWTI liefert ergibt sich laut wwwwater
schon bei den derzeitigen RE Preisen von 10200USD/t ein Wert von
30,6Mill. davon sollen 20Mill. Prozeßkosten sein.
Der Rest kann mit einem Faktor von 10-100 der Gewinn sein.
also 100-1000Mill. (weil ja Magnete und Alloys sowie die Pure RE mehr wert sind als das dumme RE) Wo da dann der Aktienkurs ist ?
Damit zahlen wir die Kosten für Hoidas von 125Mill. aus der Portokassa.
Also das nächste Ziel ist der Toyota Deal
Dann die Genehmigung für Steenskampskraal
So Verwässerungsgeschichten sind mir schnuppe.
+lg an alle

[MaloneBS]

Antwort auf Beitrag Nr.: 38.360.332 von MaloneBS am 10.11.09 20:39:31

Nov 09/09 Nov 06/09 Billingsley, Gary Lorne acquisition Common Shares 250,714 at $0.280

Gary L. Billingsley, C.A., P.Eng., P.Geo. Executive Chairman GWG
A professional engineer and geoscientist with more than 30 years' experience in the mineral industry — 24 of them in Saskatchewan — Gary Billingsley has been an officer and director of several public mining and mineral exploration companies during the past 18 years. In addition to his experience with uranium and base-metal exploration, Gary has been directly involved with putting Saskatchewan's largest gold mine into production and, on three separate occasions, has played a major role in the discovery of diamond-bearing kimberlite.

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.361.499 von 4now am 10.11.09 22:36:35

So Verwässerungsgeschichten sind mir schnuppe.

Böser Fehler! Das darf gerade Dir als langfristig orientierter Anleger alles andere als schnuppe sein!
Der disziplinierte Umgang mit Options, Warrants und Shares sind DER absolut wichtigste Punkt für einen Langzeitinvestierten.
Verwässerung potenziert sich nämlich. Das ist ähnlich wie beim Zinseszins, nur wesentlich brutaler. Die meisten Unternehmen fangen mit ein paar Millionen shares an. Dann wird notwendigerweise verwässert. Wichtig ist wann und zu welchen Konditionen. Schau Dir LYC an, oder Moly Mines. Die haben es verpasst, zu funden als der Kurs hoch stand. Und nun gibt LYC über eine Milliarde neuer Aktien zum Kurs von 0,45 AUD aus. Die werden voraussichtlich bei Produktionsbeginn 2 Milliarden shares haben.
Wie soll der Kurs da irgenwelche Höhen erklimmen? Bei 0,50 AUD wäre das Unternehmen mit 1 Milliarde AUD bewertet.
FAZIT: Verwässerung belastet den Kurs massiv und nachhaltig. Es ist ein Teufelskreis, der vielen kleinen Unternehmen die Existenz gekostet hat!!!

Gruß Julia

PS: die 250K von Gary stimmen mich wieder etwas milder

[4now]

Antwort auf Beitrag Nr.: 38.361.945 von DIE_GERECHTIGKEIT am 11.11.09 00:10:50

ja schon...nur das ist so wie wenns regnet...was soll ich machen ?
Wird sich auch bei uns iregendwann die Aktienanzahl verdoppeln oder sie nehmen Kredite auf sagt der Präsident im Radiointerview.
Wie auch schon gesagt geh ich davon aus daß der Markt Milliarden $ RE Unternehmen verträgt und nehme an daß GWG Umsätze haben wird die das dann rechtfertigen. Ich finde sie sind bemüht beim Geld sparen... wenn die Australier mit so wenig Geld auskommen würden wie GWG,...

Hast du gelesen daß sie im Juni sogar das Bürogebäude in Saskatoon verscherbelt haben um liquide zu bleiben ?
Wenn ichs richtig gelesen habe wurde das für ~800000CAD gekauft und jetzt für 1,3Mill verkauft. Wo die jetzt wohl arbeiten ??

Mich sorgt da wenig...außer daß sie immer so knapp bei Kasse sind und nicht Vollgas geben können.

+gruß4now

[wattnu]

Antwort auf Beitrag Nr.: 38.360.019 von DIE_GERECHTIGKEIT am 10.11.09 20:06:35

Na? Endlich der Groschen gefallen. ?..

Richtig...wie ich vor Wochen schon befürchtet und geschrieben habe... Kurse für die nächsten Jahre 0,31 CAD und darunter.

... nur damals wollte das niemand wahrhaben.

Ich ärgere mich über mich selbst, dass ich bei Kursen über 0,4 CAD nicht verkauft habe. Jetzt sitze ich womöglich Jahre auf dem verwässerten Dreck.

[4now]

würde mich wundern wenn sich die chinesische Führung nicht bezüglich Preis etwas einfallen ließe jetzt wo das so sogar in der Zeitung steht.

Chinese overproduction keeps rare earth metal prices low
Wednesday, 11 Nov 2009
It is reported that China has more than 50% of global reserves of rare earth resources, but China has no pricing right and discourse power in international markets and Chinese rare earth has been sold as cheap as cabbages in the past two decades.

Energy experts warn that with the current mining rate, strategic resources will be exhausted soon. Its total reserves and production scale of rare earth ranks first in the world. The output of wolfram, indium and rare earth in China accounted for more than 80% of the global output.

China's rare earth production has reached 96% of all global production and exports reached over 60% in 2005. However, the pricing right is not reserved for Chinese enterprises. Compared with 1998, China rare earth exports have increased ten times, but the price has decreased by about 36%.

Energy experts warn that with the current mining rate, mining area in Baiyunebo, China Inner Mongolia will turn to non rear earth in the coming 30 years. Rare earth resources in Jiangxi will be exhausted in the next 20 years and China's world largest tungsten resources will also be exhausted in 14 years.

In recent years, China has realized the strategic importance of rare-earth. In 2005, crude rare earth ore was listed in the non-exportation catalogue. Foreign countries could only buy purified rare earth materials. And in the same year, export tax of rare earth substantially increased.

In April, Ministry of Land and Resources of China released a new standard of rare earth mining and cut down the output of rare earth; meanwhile, mining permits are still frozen.

[4now]

Competition for rare earth metals
China’s dominant position in the arena of rare earth metals used in new technology such as batteries for hybrid cars and magnetic motors could be eroded by an Australian listed company – Greenland Mineral and Energy. The company is planning to list in London next year, pending the resolution of a couple of issues.

Greenland Minerals and Energy thinks it probably has access to the world’s largest depositis of rare earth metals and uranium — used to make nuclear energy.

Global consumption of rare earths last year is estimated at 135,000 tonnes or $1.5-$2.0 billion in 2008. Demand is forecast to grow by 65 percent by 2012 from 2008 levels.

Ich hab gelesen daß die in Grönland im Jänner entscheiden wollen ob da Uran abgebaut werden darf oder nicht. Ich kann mir nicht vorstellen daß das durchgeht. Weil Arbeitsplätze werden durch harmlosere Minenarbeiten ebenfalls geschaffen. Und damit ist das Hauptargument futsch.

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.362.666 von wattnu am 11.11.09 09:10:36

Der Verwässerungsgroschen ist bei mir schon lange gefallen!
Aber 4now hat natürlich recht wenn er auf den Toyota-Deal hinweist.
Eine solche News würde GWG weit über die 0,50 CAD spülen.
Und lange ist das ja nicht mehr hin. Spricht ja nichts dagegen und Vieles dafür, oder?

Habe mit heute morgen die GGG-Präsentation mal angeschaut.
Da lass ich doch lieber die Finger von. Eine Lizenz würde den Wert zwar kurz explodieren lassen aber bis dahin schmilzt vermutlich noch viel Eis in Grönland.

[4now]

Antwort auf Beitrag Nr.: 38.368.254 von DIE_GERECHTIGKEIT am 11.11.09 18:56:01

http://www.youtube.com/watch?v=x7FHRYcp7Qc&feature=related

[4now]

die interessanteste Aussage ist daß Steenkampskraal bis Ende des jahres die neue Lizenz bekommen soll und von da an 18Monate bis zur Produktion.

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

[wattnu]

Antwort auf Beitrag Nr.: 38.368.254 von DIE_GERECHTIGKEIT am 11.11.09 18:56:01

Eine solche News würde GWG weit über die 0,50 CAD spülen.

Hoffentlich trifft das so ein, wie prognostiziert.
Das wäre dann genau der Moment, wo ich dann auch mal abgeben würde.
MMn ist, außer bei einem evtl. kurzen Hype, bis zum Beginn der Produktion 2014 nicht nachhaltig mit Kurse über 0,31 CAD zu rechnen.
Dilution sei Dank

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.379.096 von 4now am 13.11.09 08:18:02

"Nichts ist unmöglich"

[4now]

http://www.bloomberg.com/apps/news?pid=20601103&sid=aZ.SbWtd…

[4now]

von stockwatch kopiert

Company response" Ron "about goals and stock price going down:

Yes, we've had some selling in the last little while. We areaware of one shareholder that needed to sell his large position. That seems tobe out of the way now, but we are still not going up.\

As you know, we have the 43-101 update underway, and we hopeto have those results out within a few weeks after receipt (in a few weeks), weare conducting further discussions with our South African partner on theproject, and will issue and update hopefully before year end. We do not expectto hear from TTC regarding the LOI until year end or early in the new year.Drilling has commenced on the Benjamin River project in NewBrunswick.

We will be in San Francisco for the Hard Assets conference onthe 21 and 22 of November. Often, activity for many stocks picks up around thattime.

Best Regards,



Ron Malashewski, P.Eng(AB)
Manager, Investor Relations
Great Western MineralsGroup
226 Cardinal Crescent
Saskatoon, SKS7L 6H8
Tel: [phone]

[MONSIEURCB]

Grübel ... bin echt am Überlegen, ob ich nicht ein Drittel meines GW-stocks abgebe und solange woanders investiere ... bis ins nächste Jahr hinein dürfte der Kurs eigentlich nicht all zu massiv steigen, sondern eher seitwärts dümpeln ... aber ganz wohl ist mir auch nicht dabei ... bin dankbar für Meinungen!

[MaloneBS]

Antwort auf Beitrag Nr.: 38.395.329 von MONSIEURCB am 16.11.09 16:05:58

hold. GWG hat gutes Potential und zu viele Federn gelassen in jüngster Zeit. Das könnten andere Werte noch vor sich haben.

[MaloneBS]

Antwort auf Beitrag Nr.: 38.396.922 von MaloneBS am 16.11.09 18:22:11

Vielleicht bekommst Du ja am Do neue Impulse von der Rare Earth Conference Hong Kong:
Session 5

11:30 "A presentation on rare earth magnets", by David Kennedy, Director, Great Western Minerals Group Ltd., Canada

http://www.metalevents.com/index.php?option=com_content&task…

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.395.329 von MONSIEURCB am 16.11.09 16:05:58

hab mir das auch überlegt und mich dagegen entschieden.
Hier kann es so schnell hoch gehen, dass man dann gar nicht mehr billig reinkommt plötzlich.

Und Du hast ja noch ein paar andere gute Aktien im Depot

Das Umfeld für Explorer ist momentan wieder neutral IMO
Ich hoffe, dass sich das in den leten sechs Wochen des Jahres noch verbessert. Mache das am Öl fest. Bei Kursen über 80 $ wirds bullish (und irrational) bei den Explorern. Sobald generelle Wachstumsängste wieder auftauchen, werden Explorer besonders empfindlich darauf reagieren. Mein Plan ist, bis zum Frühjahr 2010 in solidere Dividendenwerte umzuschichten und die reinen Explorer im Sommer 2010 billig einzusammeln.
Kurzfristig positiv bin ich für den Uranbereich gestimmt. Bin mit Forsys, Xemplar und Denison dabei.

Gruß
Julia

[4now]

hmmm also Yttrium soll mal nicht mehr exportiert werden...das ist dann wohl der Anfang

http://sanfrancisco.bizjournals.com/sanfrancisco/stories/200…

[4now]

da steht daß auch noch andere RE nicht mehr exportiert werden,...
naja das dürfte sich dann gelegentlich auswirken
"China also said it will no longer allow certain rare earth elements to be exported – notably yttrium, an element ..."

[4now]

das sollte man auch gelesen haben samt den Kommentaren
http://seekingalpha.com/instablog/65370-jack-lifton/35768-th…

[4now]

ebenfalls nett zu lesen
http://news.smh.com.au/breaking-news-business/china-corners-…

[4now]

http://business.theatlantic.com/2009/11/the_cost_of_electric…

[4now]

BBC Video mit kleinem Beitrag zu LCM

http://news.bbc.co.uk/2/hi/programmes/world_news_america/836…

[wattnu]

Antwort auf Beitrag Nr.: 38.414.112 von 4now am 18.11.09 20:17:42

Yupp, scheint so, als ob der "Westen" die Gegebenheiten akzeptiert hat und damit wohl gut leben kann.
Im Umkehrschluss, hätten sonst nicht längst die Bestrebungen zum Abbau der REE außerhalb Chinas beschleunigt werden müssen, anstatt eigene Minen stillzulegen?

[MaloneBS]

Rare Earths Shortage Expected by 2015 – Experts Gather in Hong Kong
2009-11-19 11:40
http://english.ntdtv.com/ntdtv_en/ns_china/2009-11-19/606769…

[Fruehrentner]

Bodenschätze

Rohstoffklemme bedroht die deutsche Wirtschaft

von Rüdiger Kiani-Kreß

20.11.2009

Wenn die Rezession vorbei ist, müssen viele deutsche Industrieunternehmen fürchten, nicht genug Rohstoffe zu haben

http://www.wiwo.de/unternehmen-maerkte/rohstoffklemme-bedroh…

[MaloneBS]

Endlich hört man hier mal was von der angekündigten Serie of good news...
Great Western Minerals Group Reports a 123% Increase in the Resource Estimate at Hoidas Lake
http://money.cnn.com/news/newsfeeds/articles/marketwire/0561…

[MaloneBS]

China Versus The Rest Of The World
"...Jack Lifton, an independent consultant focusing on the market fundamentals and future end-use trends of the rare metals, expresses it eloquently when he says that those metals in which China dominates global production, that nation will have dual pricing.
That means domestic consumers will be able to buy at a cheaper rate than their international counterparts.
So, what’s wrong with that, you ask?
At the very least, shorn of all economic jargon, it would mean unfair trade practices since the Chinese product would be cheaper compared to the US one.
A mobile phone in China would cost say US$ 1 and the same with the `Made in China’ label will be sold to the US consumers for US$ 2.
According to Jack, the lower price will mean that Chinese manufacturers of consumer products using any of the rare earth metals will be able to continue producing them for the domestic market without a cost penalty.
Any rare earth metals exported from China or produced outside of China will be sold for much higher prices in the non-Chinese market.
Such a dual pricing would mean huge profits for the Chinese producers of rare earth metals. At this point, profit is very low now because the current prices for ‘rare earth concentrates’ at the mine are too low for there to be any reasonable return on investment, by western standards.
Only those miners such as Canada’s Great Western Minerals Group [GWG.V] and Avalon Rare Metals [AVARF.PK] who have high concentrations of the heavy rare earths and/or are vertically integrated, stand to be the mining beneficial.

So, the way things are moving in the rare earths sphere, followers can expect some fireworks (Chinese or otherwise) in the months to come.
http://rareearthinvestingnews.com/feature-articles/68/china-…

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.430.862 von MaloneBS am 21.11.09 10:26:54

wann kam die News denn über den Ticker?
Nach Börsenschluss in Kanada? Dann dürfte GWG ja morgen
einen netten Sprung machen!

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 38.433.873 von DIE_GERECHTIGKEIT am 22.11.09 17:39:44

8:56 pm.

Irre ich mich, oder sind das gigantische News!?
Eine Steigerung um 123%

[nicolani]

nichts neues, nur von anderer firma bestätigt!!

[MaloneBS]

Antwort auf Beitrag Nr.: 38.433.882 von DIE_GERECHTIGKEIT am 22.11.09 17:42:22

Also bei dem Kursverlauf in den letzten Wochen bei GWG weiss man ja nie sicher... aber ich gehe schon von einem kleinen Sprünglein aus. Die Herren bei GWG möchten doch sicher schon bald etwas aus Ihren Vorzügen zu 0.35 CAD rausholen .

Sollte die news nicht reichen, sind ja weitere bereits angekündigt worden im Atemzug mit dem vorzeitigen Abbruch der letzten KE.

Da GWG aber mitunter speziell an dem Hoidas Projekt bewertet wird (John Kaiser), spricht rational nichts gegen eine Stabilisierung über 0.3!

Grüsse

[4now]

Antwort auf Beitrag Nr.: 38.434.048 von nicolani am 22.11.09 18:43:10

hmm also daß die measured von 80000t auf 963808t angehoben werden konnten dürfte schon NEU und SUPER sein weil
bei einem jährlichen Abbau von 10000t ergibt sich da schon die Nutzungsdauer von 96Jahren. Im Unterschied zu den Australiern macht GWG ja nicht auf Rießenmenge sondern auf Wertschöpfungstiefe...Aber auch 20000t für 48 Jahre wären schon mal möglich...
Wär halt schön wenn nun auch Investoren einsteigen würden.
Übrigens die neue Zone die im Sommer 2008 angebohrt wurde ist immer noch nicht in den Ergebnissen enthalten.
Wär halt schön wenn dann auch mal die Metallurgie Resultate fertig würden um den PEAR Report veröffentlichen zu können.

[Fruehrentner]

Seltene Erden - Die neue Rohstoff-Opec

von Barbara Bierach

21.11.2009

http://www.wiwo.de/unternehmen-maerkte/die-neue-rohstoff-ope…

[MaloneBS]

Na also, mit 800.000 stabil über .3 CAD nach 3 min Handel. Geht wohl noch mehr heute

[DIE_GERECHTIGKEIT]

sach ich doch: HUGE NEWS nach Börsenschluss Freitag

[4now]

bin zwar nicht dessen Meinung aber interessant ists allemal

Jack Lifton Presentation 22-Nov-09 11:33 pm Just returned from the Hard Assets Investment Conference in S.F. Jack titled his presentation " Who Will Win The REM Production Race From The Companies Outside China?"

He started by stating:

A. Tremendous interest in REM's
B. China hinting on ending the export of REM's
C. China with a ten year reserve and was told @ conference by an associate just back from China they only have a 6 year reserve.
D. REM's demand only rising from this point forward.

E. Expanding product line requiring REM's

He quickly dismissed most REE companies (although he mentioned a few he met @ conference that showed some promise but are many years away from production) and narrowed the field down to the following four.

1. GWMGF
2. AVL
3. LYSCF
4. Arafura Resources

He also stated Molycorp (privately held) is a potential player and the last to mine REE's in the U.S. That they own the largest HREE reserves by far in The U.S. Were the last to mine REE's in 2002 and still have a 6 year REE reserve.

He quickly declared the winner GWMGF forecasting production beginning between third quarter 2011 and third quarter 2012.
AVL next and forecasting production sometime in 2013.

He said no company will be able to out produce AVL. They have massive deposits.

He didn't think non production announcements will in general significantly move PPS.

He stated the first to announce the production of REM's will create a "whole new ballgame and will trigger massive investment in REM's..

He also stated he thought one of the two (GWMGF or AVL) would buy out Molycorp.. He added that by 2015 both companies will be selling to China.

I cornered him after his approx. 30 minute presentation to get clarity on whether he thought the first to produce would have any advantage over the other and he said no. But I am not quite sure he understood what I asked as there were about 5 others peppering him with questions at the same time. During the presentation he seemed to place great emphasis on the first to produce yet mentioned in the next breath that AVL will out produce all and have superior reserves. I don't think he mentioned that one of the two would buyout Molycorp for nothing. It would seem to me that the first to produce will garner huge investment capital advantage that could certainly be used to buy out others.

One thing I learned-it takes about 18 months from the beginning of the chemical mining process to actual production of REM. You just don't turn a switch on and produce rare earth metal.

The conference was mining investor's mother lode.. Dozens of companies with booths and providing presentations. I was sorry I did not attend until this afternoon. Discovered a few companies I am going to take a hard look at..

[4now]

mir sind übrigens solche Anstiege wie heute lieber als 40% rauf 40% runter,...

[nicolani]

Antwort auf Beitrag Nr.: 38.441.663 von 4now am 23.11.09 22:30:00

ja wenn sie denn nachhaltig sind!!

[MaloneBS]

http://www.thestarphoenix.com/report+sparks+jump+GWMG+share+…

New report sparks jump in GWMG's share price

..."We expect to have the metallurgy figured out hopefully in the first quarter of 2010, (and) from that point we will move forward with our preliminary economic assessment review," he said.

The Saskatoon-based company estimates production at Hoidas Lake could begin three to four years after the metallurgical work at the site is complete.

Engdahl expects interest in the site to continue to grow, especially as word of the site's neodymium reserves, at 22 per cent, continues to spread. The element is a key ingredient in the magnet industry, which is driving demand for rare earth elements.

[grasgruener]

Antwort auf Beitrag Nr.: 38.441.687 von nicolani am 23.11.09 22:34:17

dafür spricht eigentlich das Volumen.......

[nicolani]

Antwort auf Beitrag Nr.: 38.444.426 von grasgruener am 24.11.09 12:51:14

then rock it out!!

[MaloneBS]

Antwort auf Beitrag Nr.: 38.443.611 von MaloneBS am 24.11.09 11:18:06

http://www.indmin.com/Article/2346457/Channel/19523/Magnets-…

...Preis von Neodynium Oxid um 11% gestiegen im Vergleich zum Vormonat...

[4now]

China becomes rare earth heavyweight
Thursday, 26 Nov 2009
China Mining reported that China is now the world's largest producer, exporter and consumer of rare earth resources.

According to statistics from Chinese Ministry of Industry and Information Technology, China boasts 83.63 million tonnes of discovered rare earth reserves, 55% of the world's total. In 2008, China produced 125,000 tonnes of rare earth minerals and 135,000 tonnes of rare earth products via smelting and separation. Meanwhile, the world altogether consumed around 130,000 tonnes, 70,000 tonnes of which originated from China.

Mr Wang Caifeng vice head of the MIIT raw materials department said at the China Rare Earth Society 30th anniversary conference held in Beijing that "China now is capable of producing over 400 kinds of rare earth products under nearly 1,000 different specifications."

Mr Wang said that "However, China rare earth industry is also facing some serious problems, despite all of its achievements." He expected that by 2015 demand for rare earth products would reach 210,000 tonnes globally and 138,000 tonnes domestically.

In the corresponding period, China exported 34,600 tonnes of rare earth products to 45 countries and regions, valuing USD 561 million.

(Soured from China Mining)

[4now]

http://www.youtube.com/watch?v=c3hBJur2b_4
http://www.youtube.com/watch?v=pMHrrL1XXDU

[4now]

kopiert von stockwatch...da hat jemand ein paar Fragen an die Investor relations geschickt:


The following is a response from the company to a few questions:

Yes, we are curious about how someone in our industry could make comments about metallurgy at Hoidas Lake without ever being there or being aware of what we have been doing there.

The question was asked a few days ago. For any project, the metallurgy is not an "off-the-shelf" technology. It must be developed for each project.
For some projects, it is easier than for others. There may be variations of methods used by some operations that can be adopted by others. On the Hoidas Lake project, there are currently different methods that can be used, but the economic viability is the important part. If it is a lower grade concentrate, then the transportation costs are higher along with the costs
of further processing. Our objective is to have a high-grade concentrate for further processing. Studies must continue to either improve the current methods for higher recovery, or develop a new one so that a cost-effective process can be developed.

In the meantime, our focus will be to work with Rareco to get the
Steenkampskraal project into production as soon as possible for further revenue (you may know that Less Common Metals is one of our revenue producing facilities and the sooner we have our access to our own supply of REE, then our customers will feel more secure about supply).

Since the Steenkampskraal project was already in production, the metallurgy is already known. There are various alternatives for the nature and extent of further processing in South Africa and those are being reviewed. When we put the update out on the project, we will be discussing those alternatives in more detail.

[4now]

http://www.gwmg.ca/pdf/2009-nov-27-military-applications.pdf
ich denke es ist nur eine Frage der Zeit bis wir einen US Militärauftrag bekommen. Der Forschungsauftrag war der Anfang.

[4now]

habt ihr schon mal die Stratseite vom Dines Letter gelesen ?
http://www.dinesletter.com/index.html

[4now]

Web news, 27 November 2009
Car part purchasers not ready for future
By Allie Anderson

Automotive buyers are unprepared for the impact that technological advances are having on the materials they purchase.

Many of the raw materials required to make cars of the future, such as electrical components, rare metals and hybrid engines are scarce, subject to price volatility or sourced from politically unstable regions.

This is according to recent analysis by supply chain management consultancy BrainNet, which concluded buyers are inadequately prepared for these disruptions.

As the industry prepares for a "technological revolution," rising demand for these materials is placing an increasing strain on supply and presenting a challenge for purchasers, it reported.

Sven Marlinghaus, partner and managing director of BrainNet, said: "Technology change represents a paradigm shift for purchasing in the automotive industry. [It] will be competing for raw materials with companies from other industries who adapted their supply chains to these materials years ago."

There are steps that buyers can take in order to mitigate risks of short supply. Marlinghaus said procurement departments must fully understand the issues in the raw materials markets and develop a plan for how to tackle them in the coming years.

They should invest in supplier development and better manage the risks inherent in existing supplier relationships. Larger market players and consortiums must look to develop strategies for controlling critical resources, for example by forming alliances with supplier countries or even relocating production to make it easier to access scarce resources.

Purchasers should also collaborate with colleagues in technology departments to gain more advanced technological expertise. "Put bluntly, it's no longer enough to simply know about steel and be familiar with your direct competitors," said Marlinghaus. "Purchasers need to familiarise themselves with the many relevant raw materials markets and understand the sourcing strategies used by competitors in other industries for rare earths and metals."
http://www.supplymanagement.com/EDIT/CURRENT_ISSUE_pages/CI_…

[SILVER_VISION]

Antwort auf Beitrag Nr.: 38.471.824 von 4now am 27.11.09 19:56:04

Was mir an der Präsentation auffällt:
Dines zeigt dort charts mit Bezugsdatum September 2008. Das suggeriert, er hätte dort empfohlen. Dem ist mitnichten so. Rare Earth hat er ab Mai 2009 empfohlen. Die Bilanz sieht für seine Abonnenten damit nicht mehr ganz so phantastisch aus - wenngleich zugegeben durchaus sehr beachtlich.

Dennoch ist Vorsicht geboten. Dines hat vormals seine Uranempfehlungen ebenso reisserisch präsentiert. Bevor er zum "Rare Earth bug" wurde, hat er bis zuletzt empfohlen, die Urantitel "mit eiserner Hand" zu halten.Da war er der "Real Uran Bug" und hat ebenfalls von der "once in a lifetime" chance geschrieben. Bis auf wenige Titel sind die Gewinne geschmolzen wie Schnee in der Sonne.
Er ist frühzeitig eingestiegen - stimmt. Aber er hat versäumt, seinen Jüngern konkret zu Gewinnmitnahmen zu raten.
Rohrkrepierer, die dann die rosarote Sicht auf seine Depotbilanz stören und bei einigen Uranern zuletzt mit über 80% Minus in seinem Depot standen, wurden kommentarlos entsorgt.
Das läßt schon ein bißchen nachdenklich werden, was die Qualität des Research angeht. Denn ich spreche hier nicht nur von einem Titel.
Er hat nach meiner Erfahrung durchaus ein Timingproblem mit dem Ausstieg.
Aber die Bildzeitung verkauft sich ja auch sehr gut - wegen ihrer Aufmachung.

Was lerne ich daraus: Dines kann mit seinen Empfehlungen durchaus den Markt eine Zeitlang bewegen. Aber er ist wie alle Aktiengurus vor Fehleinschätzungen nicht gefeit, die im Falle der Uraner und deren Absturz richtig weh tun.
Ich wage vorauszusagen: das wird bei den RE Titeln nicht anders sein. Auch hier wird er den Ausstieg verpassen (jedenfalls den für seine Kunden) und dann die nächste "once in a lifetime" chance bieten.

Rick Rule, Ross Beaty, Lukas Lundin und andere von ähnlichem Kalliber sind da schon näher am Marktgeschehen.

Dines hat einen guten Riecher. Aber absolut kein gutes timing beim Ausstieg. Jedenfalls bis heute bei den Uranern.
Von einem Analysten kann erwartet werden, daß solche Fehleinschätzungen nicht passieren. Insbesondere dann, wenn er in seinen Briefen immer wieder erwähnt, wie toll er seine Abonnenten von einer Marktströmung in die nächste leitet. Mit Uran war das nix mit der Überleitung. Aber er ist da ja in durchaus guter Gesellschaft mit vielen anderen dieser Gurus.

Mal sehen, was über seine Expertise zu RE gesagt werden kann.
Ich für meinen Teil sehe ihn sehr kritisch.


silvervision

[4now]

Antwort auf Beitrag Nr.: 38.472.890 von SILVER_VISION am 28.11.09 02:00:57

Mir ging es mehr darum was da inhaltlich zum Thema der Rare Earth steht. Und den Aufmerksamkeitsfaktor den das Thema mittlerweile in der Finanzbranche hat. Von Qwest, Ucore, Avalon...die da gepusht wurden halte ich nix.
Ich würde auch jedem abraten irgend einen Börsenbrief zu verfolgen, oder gar zu bezahlen. Wenn mal wo ein Gratislink zu finden ist...lesen und als Teil der eigenen Regerge nehmen.
Aber bitte keinesfalls als Dines Werbung verstehen...das Gesäusel von Megagewinnen und rechtzeitig dabei sein kann man auch bei allen anderen "Anal"os lesen. Selbst Grafik und Schreibstil
dieser Seite meine ich schon von anderen Briefchen zu kennen.

Den Schubfaktor für den GWG Aktienkurs würde ich dann aber schon genießen und die traue ich ihm auch zu. Es würde uns Finanzierungen jenseits der 1CAD ermöglichen. Daß Qwest doppelt so hoch bewertet ist wie GWG ist ja wohl nur lächerlich.

Ich meine wir sollten mindestens auf der Höhe von Lynas sein.
Wenn 5 deposits und 2 Verarbeitungsbetriebe, die wir einfach haben und die anderen nicht,nicht auch noch ein mehrfaches von denen sein sollten ?

[4now]

http://www.jackliftonreport.com/2009/11/defining-and-winning…
Am Anfang das übliche gebrabbel aber danach läßt er dann schon ein paar interessante Ansagen raus.

Now, to the horse race itself. In my opinion, the winner of the Heavy Rare Earths Derby, the HRED, will be Great Western Minerals Group (GWMG), which, I predict, will begin to produce commercial quantities of HREEs at its Steenkampskraal project in Cape Province, Republic of South Africa, in the fourth quarter of 2011. This is providing that GWMG gets the project’s operating permit renewed by December 31, 2009, and is able to raise the funding for the project and finalize the metallurgy. I believe that all three goals are on target to be met.
....
There will be a period during 2012-2015 during which GWMG/LCM will be the non Chinese world’s only vertically integrated producer of such permanent magnet alloys

I think it is much more likely now that a Canadian REE producer will be in a position to buy an American or Australian REE producer by 2014-15 than the other way around.

I think that my colleagues and associates in Washington, D.C., are beginning to think the same way as I do. I’m already beginning to hear the phrase strategic and critical “North American” resources in place of S & A “American” resources. Soon I’ll be hearing about reliable allies and ultimately some procurement bureaucrat will say that he never met a Canadian that he didn’t like. Imagine that?

[nicolani]

think big!! ob JL da was weiss, ich könnte mir auch sehr gut vorstellen, dass gwg jetzt eine grosse KE vornimmt, um im anschluss daran molycorp zu übernehmen, würde übrigens gut in das vertikal integrierte geschäftsmodell von gwg passen, allein dass GS bei molycorp mit im boot sitzt, lässt da was erahnen, denn diese brüder sehen nur den schnellen buck, nichtsdestotrotz der dezember sollte uns noch schön bescheren, ein echter doppler wäre angebracht, zudem sollten bald gute news kommen!!

[4now]

Antwort auf Beitrag Nr.: 38.476.464 von nicolani am 29.11.09 21:44:48

du bist aber heut auf "BIG" unterwegs, von wegen Molycorp übernehmen. Ich denke er hat nicht umsonst von 2014 geschrieben.
Weil dann das Geschäft voll ausgebreitet sein sollte. Während andere wie Avalon und die Australier nur nach China verkaufen.
Derzeit halte ich es nicht so für wahrscheinlich weil die Financies fehlen. Andererseits im Jänner wenn die neuen Chinesischen Exportzahlen veröffentlicht werden und dann wenn die Ankündigungen von Zuletzt stimmen die ersten Elemente gar nicht mehr exportiert werden, könnts schon mal industrielles Interesse geben. Derzeit scheint es aber nachwievor massive illegale exporte aus dem Süden Chinas zu geben. Weshalb die Preise trotz Stockpiling und exporteinschränkungen nicht richtig hochgehen.
Außerdem dürften die Lager einfach noch nicht nachgefüllt werden wie dies derzeit zum Beispiel in der Stahlbranche passiert.
Jänner sollte der interessanteste Monat werden. Toy, toy toy Toyota.

[nicolani]

Antwort auf Beitrag Nr.: 38.476.956 von 4now am 30.11.09 08:01:38

natürlich ist dies eine gewagte hypothese, aber ich habe mich immer wieder gefragt, was eine beteiligung von GS an Molycorp denn nur bringen soll, vor allem wie, diese brüder wissen wo sie geld reinstecken, und sie stecken es nur da rein, wo sie auch anschliessend mehr rausholen, also ich sehe da nur ein IPO von molycorp oder eben ein M&A mit GWG, weil hier die wertschöpfung grösser ist und eben auch unter dem gesichtspunkt "think big", zu dem zeitfenster, das kann sehr schnell enger werden, was ich auch glaube, bleibt auf jeden fall spannend!!

[4now]

Antwort auf Beitrag Nr.: 38.481.017 von nicolani am 30.11.09 18:22:43

dein Gedankengang hat was,...

[4now]

Stimulating Green Jobs… in China!
By Kenneth P. Green

November 30, 2009, 3:59 pm Today’s fascinating Buffalo News column by Edward Cowle, CEO and president of U. S. Rare Earths, reveals the stunning fact that 84 percent of the $1.05 billion dollars in “green stimulus” money spent by the Obama administration has gone to foreign companies, particularly Chinese firms.

One wind farm project that was planned using $450 million in stimulus money would have paid for the windmill construction in China, creating 2,000–3,000 jobs for the Chinese, but only 300 temporary and 30 permanent jobs here in the United States (Senator Charles Schumer is apparently trying to get this project axed.)

Such trends are likely to continue if we keep chasing the “green energy” bandwagon, because, as Cowle observes:

Rare earth elements are vital to green energy applications like wind generation and hybrid vehicles. Rare earth magnets are found in components in wind turbines and rechargeable batteries, in key national security systems that keep us safe at home and protect our war fighters in the field and in everyday consumer products like computers, cell phones and iPods.

Worldwide demand for these materials is escalating rapidly, and more than 95 percent of currently available rare earth mining occurs in China or is controlled by Chinese-led interests.

China, in turn, has used this lock to become the Saudi Arabia of rare earths globally. By enacting unfair export quotas and taxes on rare earths and related products, China has placed U. S. rare earth magnet manufacturing at a competitive disadvantage and forced producers overseas. This has led to an increase in Chinese green manufacturing jobs and driven Chinese firms up the value chain at the expense of American workers.

Today no significant production of rare earth metals takes place in North America or anywhere outside of China.

The United States and Canada have their own rare earth resources, but, as with America’s own oil and gas reserves, the United States doesn’t make it easy to develop them.

The rare earth issue raises another question that isn’t discussed in Cowle’s column. Advocates of wind and solar power always claim that costs will come down for renewable energy as more of it is deployed, but this makes little sense when the costs of the technology tilt heavily toward the input materials, especially if those materials are scarce. In that situation, one would expect costs for wind and solar power devices to go up with increased deployment, not down.

[4now]

am Can Alaska Wollaston Projekt können wir bis zu 51% erwerben.
Option Agreement oder so.

NE Wollaston / Kasmere: Re-Activation of Exploration
----------------------------------------------------
The Company is also expecting to re-commence operations on the NE Wollaston and the Kasmere projects in Manitoba in Summer 2010 following the receipt of new work permits from the Manitoba Ministry of Innovation, Energy and Mines. The first work in these areas will be to follow-up on CanAlaska's 2007 work on the large number of uranium and rare earth targets and mineral trends identified across the project areas. (see Oct 20, 2009 and February 28, 2008 News Releases)

The Company is very pleased with the development of its exploration projects over the past 5 years under the direction and supervision of Dr. Karl Schimann, Vice President - Exploration. Our exploration strategy has built upon the strong geological understand now emerging for the many uranium deposits and mineralizing systems in the Athabasca area, and our progressive success at delineating deep exploration targets, and targets in previously under-explored areas of the Athabasca Basin and along the prolific Wollaston Mineral Belt. In 2010, we will have the first of many strong opportunities to infill drill targets which have shown great potential for new uranium discoveries.

http://www.prnewswire.com/news-releases/canalaska-uranium-ou…

[4now]

Toyota macht wieder ein paar Lithium Fahrzeuge,...

The Prius is growing up.

Reports suggest Toyota is planning a crossover SUV hybrid that will wear the petrol-electric pioneer’s badge – and this will be the first car in a new range as part of a Prius sub-brand.

Bosses revealed the Hybrid X at the 2007 Geneva Motor Show to demonstrate the potential for a bigger version of the car. The newcomer would be similar in size to Nissan’s Qashqai, and offered as a larger, more practical alternative to the current Prius.

And in a first for Toyota, a lithium-ion battery pack will replace the current car’s nickel-hydride cells. While the SUV will be heavier than the regular Prius, it will get increased power to ensure strong performance. It’s due on sale here early in 2011.
http://www.autoexpress.co.uk/news/autoexpressnews/245338/pri…

[4now]

wenn Steenkampskraal für eine lächerliche Investition von 13.Mill CAD RE Produzieren kann wird es hier nicht viel Verwässerung geben bis zur Produktionsaufnahme. Dazu kommen noch ein paar Milliönchen Investition bei GWTI und LCM und dann dürfen die 10€ hier fix sein.

[MaloneBS]

Antwort auf Beitrag Nr.: 38.497.890 von 4now am 02.12.09 21:01:12

Dann kann die nächste KE nicht mehr lange dauern, oder wird Toyota etwa einen Vorschuss bezahlen für bereits erbrachte Leistungen in Douglas River und Benjamin River.

Wenn der nächste Zustupf nicht zu einem Kurs über 0.3 CAD passiert ist etwas foul. Also erwarte ich für meinen Teil mal die angekündigten news in den kommenden Wochen als vermeintlich versprochenen Kursbooster. Denke noch immer an das Desaster der letzten KE (bei 0.28), wo für etwas weniger als 3 Mio CAD ca. 15 Mio CAD des Börsenwertes (von ca. 0.38 auf 0.28 CAD) geopfert wurden . Die Hirbels hätten besser vorher mal den Kapitalmarkt abgeklopft!

Grüsse

[4now]

Antwort auf Beitrag Nr.: 38.498.632 von MaloneBS am 02.12.09 22:41:38

in der Hinsicht sinds wirklich nicht die geschicktesten.
Aber die 13Mill sind voll sexy im Vergleich mit den 450Mill. die Lynas allein für eine Teilstufe investieren musste.

[Radikalinsky]

Antwort auf Beitrag Nr.: 38.497.890 von 4now am 02.12.09 21:01:12

Die GWG-Leute machen es sich ziemlich einfach.
Wie kann denn GWG die etwa 15 Rare Earth Elemente auseinandertrennen?
Bei ihren Töchtern GWTI und LCM haben sie grade mal ein paar Öfen, um Legierungen für NiMH-Akkus und SmCo-Magneten zusammenzuschmelzen, aber die teure und komplizierte Separierung der REEs mit Ionenaustauschern haben sie nicht drauf. Vielleicht lassen sie das Lynas oder Arafura zusammen mit den Chinesen machen. Die müssen das Lanthan für die NiMH-Akkus und das Samarium oder Neodym für die Magneten abtrennen.
Oder GWG liefert nur dummes Mischmetall. Dafür brauchen sie aber nicht über Heavy Rare Earth reden.

Nachweis: z. B. http://en.wikipedia.org/wiki/Lanthanum
The most efficient separation routine for lanthanum salt from the rare-earth salt solution is however ion exchange. In this process, rare-earth ions are adsorbed onto suitable ion-exchange resin by exchange with hydrogen, ammonium or cupric ions present in the resin.
(Dort findet man auch andere teils historische Trennungs- und Extraktionsverfahren)

@Malone:
Aber die 13Mill sind voll sexy im Vergleich mit den 450Mill. die Lynas allein für eine Teilstufe investieren musste.

Schönes Märchen. Sag mir, daß es wahr ist. Dann ändere ich meine Meinung und behaupte das Gegentum.

Disclaimer: Das ist Bashing.

Gruß, Rad

[4now]

Antwort auf Beitrag Nr.: 38.499.030 von Radikalinsky am 03.12.09 00:40:13

stimmt: Rareco believes that it can extract the thorium during the production of the final mixed rare earth chloride concentrate to meet any and all customer and environmental requirements.
Nur wird bei LCM doch derzeit in eine Anlage für die Herstellung Purer Rare Earth Metalls investiert. Ob sie dazu vorher reines
zb. Samarium Oxyd brauchen oder dies aus dem Mischmetall machen ?
Naja vermutlich brauchts schon die Separation.
Auf diese Fragen hatten sie mal geantwortet das steht noch nicht fest ob dies in Südafrika oder sonst wo passiert.

[MaloneBS]

Antwort auf Beitrag Nr.: 38.499.030 von Radikalinsky am 03.12.09 00:40:13

Da bist Du wohl mit dem Zitat an der falschen Adresse gelandet, denn ich habe wirklich keine Info zu dieser Aussage von 4now! Oder missverstehe ich Dich hier völlig?

[Radikalinsky]

Antwort auf Beitrag Nr.: 38.500.525 von MaloneBS am 03.12.09 11:00:31

Ja Malone, ich bitte um Verzeihung, das Zitat war von 4now.

[nicolani]

ja was ist los mit gwg, wohl verfrühter winterschlaf in stabiler seitenlage, hoffe, dass sich das bald ändert!!

[MaloneBS]

Update aus dem Investor package dec '09 (gwmg homepage, corporate overview):

Properties and Projects:
The Steenkampskraal Rare Earth Mine. In January 2009, GWMG entered into an option agreement with Rare Earth
Extraction Co. Ltd. (“Rareco”) of Stellenbosch, South Africa, to refurbish, re-commission, and operate the currently
abandoned Steenkampskraal underground mine in the Western Cape, South Africa. The Company has paid out its
options commitments and is negotiating the supply agreements and considering alternatives to increase its
involvement in this project. Should this project proceed as anticipated, this could be the first rare earth mine in
production outside of China.
This 474 hectare property is located approximately 70 km north of the town of Vanrhynsdorp, population 4,000, in the
Western Cape Province of South Africa and is approximately 350 km north and west of Cape Town. Infrastructure is
excellent, with access to the site by paved and gravel roads and close proximity to rail and sea-port; the governments
are pro-development, and there is technical expertise available as well as a trainable work force.
The main rare earth-bearing mineral is monazite and is hosted by an igneous intrusive dyke system. From previous
work, the mineral deposit was determined to be tabular in shape with a known strike length of 400m and has been
traced down dip for 250m. Thickness ranges from 0.3m to 4.0m and the average in-situ grade is 16.74% total rare
earth oxide (“TREO”), making it one of the highest grade rare earth deposits known to exist. The deposit also
contains significant amounts of copper, gold and phosphate which could be recovered as by-products. Very little
exploration work has been done on the property and the deposit remains open along strike and at depth.

Hoidas Lake is GWMG’s initial REE project, located 50km, northeast of Uranium City in Northern Saskatchewan.
This is an advanced property with a proven resource which is being further developed. In November 2009, GWMG
announced that the overall resource estimate increased by 123% to 2,560,835 tonnes from the previous value of
1,150,000 tonnes. This includes an increase of over 1200% in the Measured category to 963,808 tonnes from the
previous estimate of 80,000 tonnes, and an increase of 49% in the Indicated category to 1,597, 027 tonnes from the
previous estimate of 1,070,000 tonnes A Metallurgy Study continues to optimize previously defined processes, and
examine new potential alternatives to the extraction of rare earths from the Hoidas Lake mineralization.
The Preliminary Economic Assessment Report (PEAR) is being developed and will be updated, based on results
from metallurgical testing and the 2008 winter exploration drilling program. Completion of the current stage of the
PEAR leading to a Hoidas Lake Feasibility Study is dependent upon the successful completion of metallurgical
testing and optimization of defined processes. Permitting efforts would be initiated once the final feasibility study is
completed and a decision to proceed with the project is made.

The Deep Sands project is a 168 km2 (65 mi2), Iron and REE-enriched mineral sand in west central Utah. The
project area is 190 km (120 miles) SW of Salt Lake City and about 135 km (85 miles) NW of Delta Utah. Two drilling
programs have been completed and an evaluation of the data compiled is expected to be completed by year end,
with the intention developing a NI 43-101 resource report.
The Douglas River Property consists of two claims (totalling 803 hectares) approximately 21 km south of the former
Cluff Lake Uranium mine and approximately and 420 km NW of La Ronge SK. Historic trench sampling yielded rare
earth element grades of up to 10% yttrium with accompanying high grades of heavy rare earths (“HREE”) including
Dysprosium with grades up to 0.89%. Dysprosium is the most sought after REE by the Japanese magnet
manufacturers. The planned exploration program includes geological mapping, trenching, soil and lithogeochemistry
in order to identify drill targets.

Also wenigstens ein NI 43-101 zu Deep Sands darf noch vor dem Winterschlaf erwartet werden .

[4now]

"is expected to be completed by year end," fragt sich nur welches Jahr. (Kleines Scherzerl).
Ich war zu faul das package zu lesen ...auch den quartalsbericht hab ich mir gespart...der wurde letzte Woche auf sedar.com veröffentlicht.
Wenn Utah einen NI43-101 liefert gibts wieder einen heftigen Anstieg um 2 oder vielleicht 3%. Geht den Investoren am Arsch vorbei.
Ohne Toyota dürfte es so langweilig weitergehen bis wir 1€ Gewinn pro Aktie haben.

[MaloneBS]

Antwort auf Beitrag Nr.: 38.518.264 von 4now am 06.12.09 22:27:22

Wenn alles an Toyota hängt, geht GWG wohl nicht ohne gute Funde in Benjamin/Douglas River. Kann ja auch in die Hosen gehn, wenn Toyota seine Kohlen erstmal in Lithium steckt.
Woran haperts denn den LOI in blanko Schecks umzuschreiben? drillings oder Feasability?

Zu den 3% Kurssprung: der kommt sicher, aber erst nachdem es mal wieder 15% in den Keller ging...

[MaloneBS]

neue GWG Präsentation: gutes update und Benjamin/Douglas river machen einen vielversprechenden Eindruck - da sollte sich Toyota nicht mehr lange zieren...

http://www.gwmg.ca/pdf/2009-dec-7-GWMG-Presentation.pdf

das kann schon bald wieder rappeln hier wenn alles so kommt wie beschrieben