LYNAS - auf dem Weg zu einem Rohstoffproduzent von Hightech-Rohstoffen (Seite 3143)

[Fuenfvorzwoelf]

Antwort auf Beitrag Nr.: 43.136.310 von kickmarin am 08.05.12 16:26:29

Warum stellst du´s dann nicht rein? Muss man jetzt jedem Furz hinterherlaufen?

[kickmarin]

Hallo Leute, auf der Facebook Seite von " start LYNAS today " wurde eine interessante Mail von Mr. Neill veröffentlicht! Ist der Neueste Beitrag dort und ca 1 Stunde alt!

Für mich sieht das sehr positiv aus! Würde sagen und hoffe auch " schlecht für alle die SHORT sind?!"

Was meinst du Amphibie?

[kickmarin]

Antwort auf Beitrag Nr.: 43.135.821 von Amphibie am 08.05.12 15:01:37

Ok Amphibie,

verstehe gerade nicht den Grund warum Lynas nach unten weg brechen sollte?! Vielleicht kannst du mir ( uns ) ja mal sagen wie du darauf kommst! Schliesslich weiss hier noch nicht mal jemand ob die TOL kommt oder nicht! Obwohl es für mich danach aussieht!!!

Also kannst du das mal bitte begründen?

Danke für die Erklärung im voraus! Vielleicht lerne ich ja was!

Kick

[zopa]

Antwort auf Beitrag Nr.: 43.135.821 von Amphibie am 08.05.12 15:01:37

Sinnfreiheit (Stupipedia)

Das Wort bedeutet, anders als Sinnlosigkeit, nicht, dass kein Sinn vorhanden ist, sondern, ganz im Gegenteil, dass ein Sinn nicht nur vorhanden, sondern frei ist von lähmenden Einschränkungen wie der schnöden Logik oder gar den harten Fakten.

[Amphibie]

Bald bricht Lynas nach unten weg.

[Videomart]

Rare Earth Industry Experts to Gather in San Francisco for Asian Metal 2012 International Rare Earth Summit

Monday, May 07, 2012
http://www.raremetalblog.com/2012/05/rare-earth-industry-exp…

[Before]

Kurzes Videostatement von

Jack Lifton, the founding principal of Technology Metals Research, was among the four panellists at an International Symposium on Rare Earths yesterday.

QUELLE Link zum Video

[Before]

Rare Earth Symposium in Malaysia

Laenge 94:30 Minuten

QUELLE Link zum Video

[JoJo49]

Antwort auf Beitrag Nr.: 43.134.034 von Before am 08.05.12 09:36:22

...und wie schätzen unsere australischen Freunde auf HC die Situatin ein??

http://hotcopper.com.au/post_single.asp?fid=1&tid=1736969&ms…
some key points to keep in mind (Ousia)
:::
(1) By any reasonable measure LAMP is safe and every key decision maker is well aware of this.
(2) For political and economic reasons, and also to minimise national reputation risk, the government wants to confirm the TOL ASAP
(3) For political reasons, and in keeping with democratic principles (a very sensitive topic in Malaysia), the govt also wants to be seen be giving a due consideration to the claims of the anti-lynas groups.
(4) On the April 17 meeting, no new anti-lamp claims were presented to the minister. What was presented was mostly technical data (much of it quite detailed, including references to academic journals etc) supporting the existing anti-lamp claims.
(5) For the last three weeks, the minister's under secretaries have been forwarding this technical data to independent experts seeking opinion as to its validity. Academic references, anti-lamp claims, etc are being cross checked (I've spoken with the minister's office to confirm this).
(6) In order to anticipate the timing of the TOL, you simply need to make a prediction about how long this cross checking process will take.
(7) My feeling is that, given that the government wants the LAMP up and running well before it announces the general election, it is not going to let this process drift one day longer than necessary.
(8) The minister's office has been involved in setting up pro LAMP symposia this week. As other posters have noted, I think it is valid to infer that the minister is using these symposia to prepare the best possible political climate in which a positive TOL decision can be announced.
(9) Given that the LAMP has only just been completed, LYC has not been adversely affected by the TOL decision process so far (obviously the share price has taken a belting, but this just provides a great investment opportunity in my mind – I.e., if you believe the TOL will be issued in the near term, then you can pay $1.03 for a stock that is worth north of $2 post TOL.
(10) While all of this is happening, Chinese domestic REO prices have stabilised and are starting to creep up again. In the medium term, this will eventually put upward pressure on the FOB price.
(11) Assuming a $40/kg long term FOB price, consensus estimates value LYC at between $2.30 and $2.90. Assuming a $50 long term FOB price, consensus estimates value LYC at between $3.50-$4. The FOB price is currently around $63 according to metal pages, although asian metals pages actually cite a materially higher price of $69/kg. At the present time (with anticipated significant heavy RE short falls over the next couple of years and increasing environmental costs putting upward pressure on the chinese domestic price), a $50 long term basket price looks sensible and conservative.
........................................................................................................................................................

http://hotcopper.com.au/post_single.asp?fid=1&tid=1736184&ms…
re: how now kow tow? (resourced)
:::
It is amazing how as frustration levels rise, commonsense and logic goes out the door.

Suddenly, everyone is blaming the Malaysian government (which in fact has not been the cause of any delays for Lynas, other than the current appeal).In point of fact, the government has facilitated matters for Lynas on several occasions.

It would not be at all unusual in Australia to wait 3-4 weeks for a decision from a Supreme Court or a Court of Appeal.

The cause of our delays are (a) delays with completion of the LAMP and (b) the actions of the protestors particularly the High Court case and the Ministerial appeal.

So all this hysteria about not buying Malaysian and attacking Malaysia as a whole is simply misdirected frustration.

I should add that it is a frustration I also very much share nonetheless.
........................................................................................................................................................


http://www.mobtv.my/public_events-1336.html

Lynas & Kerajaan Perlu Lebih Telus Beri Maklumat

Pakar nadir bumi antarabangsa menyarankan kerajaan dan Lynas Corporation bersikap lebih telus dalam menyampaikan maklumat kepada orang ramai berhubung projek loji pemprosesan nadir bumi lynas di Gebeng, Pahang. Sebarang maklumat yang disorok daripada pengetahuan awam hanya akan menimbulkan lebih banyak masalah.

Date added: May 07, 2012

Googleübersetzt: http://translate.google.de/translate?hl=de&sl=ms&tl=de&u=htt…


Grüsse JoJo

[Before]

eMail von Lynas:

"The TOL has been approved by the AELB, and the 5 conditions have been finalized. Lynas awaits issuance of the TOL, which Lynas now understands is on hold pending the decision of the Minister on the appeal.

The appeal was heard on 17 April 2012. Lynas cannot prejudge the outcome of the appeal or the date of the Minister’s announcement of his decision on the appeal. Lynas understands that the Minister will consult with experts including the AELB.

Lynas is on track for first feed to kiln in Q2 2012."

Mit anderen Worten. Lynas sind die Haende gebunden, warten auf den Ministerentscheid, haben alle 5 Bedingungen der TOL zu 100% erfuellt. Man geht weiterhin von einem Produktiosstart im 2. Quartal 2012 aus.