LYNAS - auf dem Weg zu einem Rohstoffproduzent von Hightech-Rohstoffen (Seite 3154)

[FaxenClown]

Zitat von Before:

Zitat von PokerPro: ...
STIMMT EINFACH NICHT

ABER SICHER STIMMT DAS

Hey PokerPro,

wenn ein windiger texanischer Anwalt und Blogbesitzer (und nichts anderes ist chihawk) behauptet, dass nur Lynas HREE bis 2016 liefern wird und before dies als "unumstößliche Wahrheit" sogar mit "F... äh Klick mich Quelle" hier anbringt, dann wirst du das entweder akzeptieren müssen - oder kannst es als z.B.

Betrügerische Inhalte;
Falsche Tatsachenbehauptungen;
Unverständliche Inhalte (z.B. längere fremdsprachige Texte);
Unzumutbare Belästigung anderer Nutzer, von Moderatoren, Mitarbeitern von wallstreet:online oder Dritten (z.B. durch Werbe-E-Mails, Junkmails, Spam, Kettenbriefe);

oder ("my favorite Meldegrund")
Informationen, die einzeln oder gemeinsam mit anderen Informationen dazu bestimmt sind, Kurse zu manipulieren.

den Mods melden. Sind nämlich alles Boardregeln von WO, die passen würden!

On Topic: Jeder hat zu diesem Thema seine eigene Meinung ... meine ist bezüglich Lynas deutlich konträr ausgerichtet zu der Aussage von chihawk & before ausgerichtet, aber die hab ich schon sooooo oft erzählt, dass ich jetzt darauf verzichte.

... und allein die "unsichere faktische Untermahlung" (ein texanischer Anwalt soll mir - womöglich noch in einem Blog - sagen was im REE-Bereich Sache ist? Lächerlich!) sollte dir die Gewissheit geben, dass du hier im LYNAS-Thread bist. Hier darf jeder mal die Ponpons halten, so lange man nichts negatives schreibt! Kritische Aussagen werden dafür - gerne auch im Mob mit Heugabel - abgestraft...

Nähere Info´s zu chihawk und der Intention seines Blogs:
http://seekingalpha.com/user/812815/profile
http://rareearthfuture.com/author/chihawk/

... besonders lustig fand ich übrigens den Knaller hier:

Lynas Advanced Materials Plant 95% completed, can start in March
chihawk on 14/01/2012

http://rareearthfuture.com/2012/01/14/lynas-advanced-materia…

... da weiß man doch sofort, auf wessen Meinung man pfeifen kann, oder?

MfG, VerarschtMichBitteAlleClown

[Before]

Zitat von PokerPro:

Zitat von Before: LYNAS ist der einzig erwaehnenswerte H R E E Produzent fuer die kommenden Jahre

Alle anderen werden vielleicht ab 2015/2016 irgendetwas zustandebringen...

Mt. Weld Best Rare Earth Resource By Any Measurement
chihawk on 18/01/2012

Mt. Weld Best Rare Earth Resource By Any Measurement

The new resource numbers are out for Lynas Mt. Weld. It is a Mammoth increase of 37% with a TREO of 7.9%. And the value is even greater than that. The Duncan Deposit is a true HREE source when you consider the REO distribution and the 4.8% TREO.

http://bit.ly/xhFcO7

It is now very reasonable to say Lynas will be the only HREE producer outside of China for years to come. Calling Lynas a LREE mine is now false on two grounds:
1. Such a comment ignores the tonnage of Mt. Weld’s HREE’s;
2. With the high TREO and processing capabilities of LAMP, Lynas will produce more HREE’s than any other source for many years before any other rest of world mine will produce at all.

Note also that Technical Metals Research ranked Mt.Weld tops in what it called CREE (Critical Rare Earth Elements). That resource is now 37% larger than when the report came out and its distribution has increased considerably.

And now note that with Duncan, Lynas has the most inclusive rare earth basket with the highest TREO.

In other words, by every common mining metric out there, this is the supreme resource in the world by a massive margin. It will clearly be the cornerstone rest of world REE resource for years to come.

...
QUELLE

STIMMT EINFACH NICHT

ABER SICHER STIMMT DAS

[PokerPro]

Zitat von Before: LYNAS ist der einzig erwaehnenswerte H R E E Produzent fuer die kommenden Jahre

Alle anderen werden vielleicht ab 2015/2016 irgendetwas zustandebringen...

Mt. Weld Best Rare Earth Resource By Any Measurement
chihawk on 18/01/2012

Mt. Weld Best Rare Earth Resource By Any Measurement

The new resource numbers are out for Lynas Mt. Weld. It is a Mammoth increase of 37% with a TREO of 7.9%. And the value is even greater than that. The Duncan Deposit is a true HREE source when you consider the REO distribution and the 4.8% TREO.

http://bit.ly/xhFcO7

It is now very reasonable to say Lynas will be the only HREE producer outside of China for years to come. Calling Lynas a LREE mine is now false on two grounds:
1. Such a comment ignores the tonnage of Mt. Weld’s HREE’s;
2. With the high TREO and processing capabilities of LAMP, Lynas will produce more HREE’s than any other source for many years before any other rest of world mine will produce at all.

Note also that Technical Metals Research ranked Mt.Weld tops in what it called CREE (Critical Rare Earth Elements). That resource is now 37% larger than when the report came out and its distribution has increased considerably.

And now note that with Duncan, Lynas has the most inclusive rare earth basket with the highest TREO.

In other words, by every common mining metric out there, this is the supreme resource in the world by a massive margin. It will clearly be the cornerstone rest of world REE resource for years to come.

...
QUELLE

STIMMT EINFACH NICHT

[coki]

gibt es irgendein statement seitens MOSTI welche "Experten" er noch befragen will? (Hab nichts gefunden)
"As soon as possible" ist für mich Zeitschinderei... (Nur wozu???)

Auch eine Variante, ein Projekt auf Eis zu legen...
Verstehe den Sinn des Ganzen nicht.
Erst locken sie und dann sowas...grummel

[Before]

LYNAS ist der einzig erwaehnenswerte H R E E Produzent fuer die kommenden Jahre

Alle anderen werden vielleicht ab 2015/2016 irgendetwas zustandebringen...

Mt. Weld Best Rare Earth Resource By Any Measurement
chihawk on 18/01/2012

Mt. Weld Best Rare Earth Resource By Any Measurement

The new resource numbers are out for Lynas Mt. Weld. It is a Mammoth increase of 37% with a TREO of 7.9%. And the value is even greater than that. The Duncan Deposit is a true HREE source when you consider the REO distribution and the 4.8% TREO.

http://bit.ly/xhFcO7

It is now very reasonable to say Lynas will be the only HREE producer outside of China for years to come. Calling Lynas a LREE mine is now false on two grounds:
1. Such a comment ignores the tonnage of Mt. Weld’s HREE’s;
2. With the high TREO and processing capabilities of LAMP, Lynas will produce more HREE’s than any other source for many years before any other rest of world mine will produce at all.

Note also that Technical Metals Research ranked Mt.Weld tops in what it called CREE (Critical Rare Earth Elements). That resource is now 37% larger than when the report came out and its distribution has increased considerably.

And now note that with Duncan, Lynas has the most inclusive rare earth basket with the highest TREO.

In other words, by every common mining metric out there, this is the supreme resource in the world by a massive margin. It will clearly be the cornerstone rest of world REE resource for years to come.

...
QUELLE

[Langstrumpf2]

Antwort auf Beitrag Nr.: 43.115.827 von JoJo49 am 03.05.12 15:05:49

Danke für die Einladung, aber Lynas interessiert mich nur peripher. Ich lese hier halt mit, aber das mach ich auf 12 bis 13 anderen Boards auch.

[JoJo49]

Antwort auf Beitrag Nr.: 43.115.311 von Langstrumpf2 am 03.05.12 13:33:04

Hallo Langstrumpf2,

schau einfach ab und zu in den Faktethread, da wirst du in der Regel fündig werden und IMHO gehören solche Artikel/Berichte usw. auch dorthin.


LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen ( Seite 230)
http://www.wallstreet-online.de/diskussion/1126458-2291-2300…


dazu noch eine aktuelle Aussage aus dem HC-Forum die sich u.a. auch auf JL bezieht:
http://hotcopper.com.au/post_single.asp?fid=1&tid=1732834&ms…
re: jack lifton (rastus2)
:::
quote:
I believe that if its Malaysian political issues are resolved, then Lynas will be the first NEW large scale, built from the ground up, producer of the light rare earths outside of China, since the Chinese achieved absolute dominance in the market in the 1990s. Lynas has top-flight technical and marketing management, and its Malaysian plants were designed by Rhodia, which is certainly one of world’s pre-eminent and ongoing centers of expertise, in the separation and purification of the rare-earth elements by solvent-extraction operations.

endquote:


The Rare Earth Mining Sector In 2015 And Beyond

by Jack Lifton on December 5, 2011 · 20 comments

in News Analysis,Rare Earths
Print

Last week I received some criticism via email, from executives at some of the companies that I did NOT mention in my most recently published TMR article, “Decoupling The Rare-Earth Junior-Mining Market From Emphasis On Molycorp And Lynas.” Each apparently assumed that absence of evidence was evidence of absence. Let me try to set the record straight by expanding the narrow coverage, which I purposefully chose in that article.

There are a number of potential new producers of LIGHT rare earths that I like the look of. I note that most blogger-commentators assume, wrongly, that by merely going into production at any level, Molycorp Inc. (NYSE:MCP) or Lynas Corporation Ltd. (ASX:LYC) will close the window of competition for the non-Chinese supply of rare earths. This is simply not true. There is absolutely no chance that the future rare-earth-demand market will simply replace one monopoly with another.

Last week it was my intention to publish an article speculating primarily and specifically on the survival of the heavy-rare-earth-themed junior miners beyond 2015. I assumed that my audience would understand that I was not writing about the future market for the supply of the light rare earths, but that I was writing specifically about the future market for the supply of the heavy rare earths. It seems that even within the rare-earth world, a lot of people do not understand that a monolithic rare-earth market, per se, does not exist, other than in the fertile minds of share-price promoters, and that there are individual active markets for just some of the rare earths, and just small, research-focused markets for the rest of them.

The most important of the light rare earths are in my opinion lanthanum (La) and neodymium (Nd). Low-cost producers of either or both of them, with low break-even points and high value-added entry points into the supply chain will be suppliers of these two materials in and after 2015, especially if these characteristics are combined with excellent marketing.

China has been operating without any serious competition now for more than a decade. Outside of China, in the short-to-medium term I see only four new producers capable of joining Molycorp (a well-established, existing producer looking to expand its operations) in making the cut, in some combination, in the La and Nd markets. Each appears to be a well-managed entity with good grades and significant deposits of light rare earths. These new companies should each be foremost in the minds of the business development and marketing staffs of Molycorp and of each other, because I consider each of them to be a potentially formidable competitor. Those four new producers are:
Lynas Corporation Ltd.
Arafura Resources Ltd. (ASX:ARU)
Frontier Rare Earths Ltd. (TSX:FRO)
Rare Element Resources Ltd. (TSX.V:RES)

I have followed these four companies quite closely. However I don’t have any direct knowledge of Lynas’ operations. I have met with and had extensive discussions with Lynas’ Matthew James and Eric Noyrez on different occasions, and I was very impressed by their respective knowledge.

During my visit to Australia in June 2011, my colleague Gareth and I were invited to visit the site of Arafura’s Nolans Project site. We toured the future mine site and its drilling camp guided by the operations manager, and I found him and his geological staff and workers to be outstanding. I have not had the chance to meet Arafura’s technical or senior management.

I first visited Frontier’s well-situated Zandkopsdrift project, right after the 2010 Mining Indaba, in Cape Town. I was privy to its original marketing to the institutional investment world, and I was compensated for some services rendered at the time. I said at that time, and I repeat it now, that the Frontier offering prospectus was the best document of its kind I ever saw. Frontier’s senior management is top notch, administratively and financially. I have not met the company’s technical or operating management.

I have also visited Rare Element Resources’ Bear Lodge project, well-situated in Wyoming, and I have had extensive contact with its senior administrative and technical management and staffs at both the mine-development site and at its administrative HQ. All are professionally of the highest caliber. I am currently a business-development consultant to Rare Element Resources.

I believe that if its Malaysian political issues are resolved, then Lynas will be the first NEW large scale, built from the ground up, producer of the light rare earths outside of China, since the Chinese achieved absolute dominance in the market in the 1990s. Lynas has top-flight technical and marketing management, and its Malaysian plants were designed by Rhodia, which is certainly one of world’s pre-eminent and ongoing centers of expertise, in the separation and purification of the rare-earth elements by solvent-extraction operations.

It is my belief that Chinese actions with regard to markets, both foreign and domestic, for anything (commodity, manufactured good, or service) with economic consequences, are driven by the state, in furtherance of well-planned industrial policies. Such polices, continually measured by performance to objective, are intended to raise China’s standard of living as uniformly as possible in the short term, and as widely as possible in the long term.

This means that if it is Chinese policy to switch its economy from one that is export-driven to one that is consumer-driven, and if its primary restraints are to control simultaneously both inflation and the value of its national currency with regard to the convertible currencies, then it is most likely today reacting to the fact that it is overproducing the light rare earths and under producing the heavy rare earths. The current five-year plan, which runs through 2015, calls for the elimination of corruption and environmental damage in the rare-earths mining industry. This is being accomplished in stages that encompass the consolidation of the industry followed by a strict internal control of production (licensing regime) and finally, I believe, by the potential creation of a transparent trading and futures market for the rare earths within China.

Exports of rare earths as raw materials will continue only so long as they are produced, for any reason, in excess of domestic needs. The result of the restructuring of the industry is to be the absolute control of the supply of the rare earths, so as to insure that they have as much value added as possible within China no matter what their ultimate destination. I believe that at the present time, or certainly by 2015, the heavy rare earths, terbium (Tb) and dysprosium (Dy), are essentially to be no longer exported in any form other than as contained in finished goods. I also believe that the light rare earths will be produced within China only to the extent needed by the market within China by 2020.

There will thus arise opportunities for any rare-earth-containing product desired to be produced outside of China, to have its rare-earth content be supplied from outside of China. This demand will arise solely in the event that the total supply chain for rare-earth-containing products exists outside of China. Today such a total supply chain, except for the first step, the mining, exists only in Japan.

Total supply-chain construction, for the above reasons, is now underway in Korea (utilizing non-Korean mining) and in the EU financed by private enterprise, as it has also been financed in Japan. If the financiers and industrialists of the USA do not now immediately design, finalize, and implement total supply-chain re-construction, the USA will cease to be in the rare-earth-containing, end-use-product supply business. Of course the USA could remain a source of raw materials, if the criteria listed above for individual business survival are met by an American company.

I believe that along with Molycorp, the four predominantly light-rare-earth producers that I noted above, will all be in business at the beginning of 2015, and well under way, and in some cases will have either ramped up production or will be in the process of doing so.

The continued long-term survival of any and all of them, will depend on staying in business long enough to get to the point where their relatively small amounts of heavy rare earths will add substantial revenues to their balance sheet. In each case, this will require at least 20 ktpa of production. A combined 100 ktpa of production from these five producers would add around 14 ktpa of Nd to the global supply in 2015, and around 400 tpa of Dy.

I believe that the global demand for rare-earth permanent magnets will continue to grow at today’s rate of 10% pa. Therefore four years from now, in 2015, the demand will have grown by nearly 50%.

I do not believe that all four of the new companies I have discussed above will have reached a production rate of 20 ktpa by 2015, and I do not believe that any of them will recover more than 80% of their contained rare earths. Therefore this makes me believe that, if the Chinese do NOT increase their overall production of light rare earths from its present level, then Nd could be in short supply in 2015, and even if the Chinese should increase their current production rate of light rare earths, I do not believe that they can do so for the heavy rare earths. The result is that Dy production will be more seriously in deficit in 2015 than I believe it already is now.

This means that I think Nd oxide prices will bottom at $100/kg or more, although I think they are too high today, and that I think that Dy prices will continue to be strong.

All of this depends on the adoption of a rational marketing scheme by the non-Chinese rare-earth industry. The demand for Nd by the OEM automotive and alternate-energy industries is price sensitive, due to competition. “China Incorporated” is presenting an unprecedented challenge to both industries, because it will surely supply its own domestic industries before it even worries about export, and China Inc. will not put its domestic industries in a non-competitive position under ANY circumstances.

Non-Chinese end users that produce within China are already in a dilemma. They feel secure that in their Chinese operations they have security of supply based on the large numbers of Chinese workers they directly employ. Most think also that even if China directs the growth of its economy towards increasing domestic consumption they will still benefit financially. Therefore they are trying to source critical and strategic metals for their non-Chinese operations separately and outside of China.

But the end users will NOT pay any price. They must remain competitive in world markets in order not only to survive in their non-Chinese markets, but also to prevent Chinese excess production from undercutting them in the export (from China) markets. Keep in mind that China will not switch from an export-driven to a domestic-consumption-driven economy in one day. The transition will be gradual, and the Chinese will always want to be able to “dump” excess production offshore.

Note well that the heavy-rare-earth production-themed companies that I discussed last week, which survive, will all produce Nd and La along with Dy, Tb and yttrium (Y). The aggregate additional supply of this Nd and La will help keep the prices for those light rare earths in check, and it is trivially obvious that magnet producers and end users will have little choice in the matter, if the Dy producers insist on their taking Nd from them as well, in order to guarantee their supply of Dy or Tb.

The various rare-earth markets are interdependent in a complex way that depends on their end uses. Greedy stock promoters are no match for the forces of the market. “Announcements” are not solutions to problems of supply. Production levels are the only “announcements” anybody in the industrial world cares about. No assured production means no guaranteed demand.



Grüsse JoJo

[websin]

@jojo49: ganz genau...

@langstrumpf2:
ich weiß nicht was an meinen Worten falsch zu verstehen ist (bitte nicht persönlich nehmen!)

Wenn ich jedoch den Namen „Jack Lifton“ lese, der Experte mit selbst auferlegter objektiver Wahrnehmung und als Tantalus Rare Earths Aufsichtsratsmitglied (Super Performance ) verbandelt.
Wo bleibt da die Objektivität?

Sein Wissen habe ich nicht angezweifelt, aber die Objektivität (s.o.). Kommt eben darauf an wie man dieses Wissen einsetzt bzw. meinungsmachend verwendet, das ist der Knackpunkt.

VG, WEBSIN

[JoJo49]

Antwort auf Beitrag Nr.: 43.115.038 von Langstrumpf2 am 03.05.12 12:48:48

Es ist auch IMHO unumstritten das JL ein Fachmann auf diesem Gebiet ist.

Doch bei allem Fachwissen ist er bei all seinen positiven Aussagen, Analysen usw. doch sehr auf nordamerikanische Unternehmen auf diesem Gebiet fokossiert, bzw. ist IMHO bei allem sehr Nordamerikanischlastig.

Worauf sich wohl websin so wie auch ich hier beziehe sind seine Behauptungen er beurteile neutral und ist in keiner Weise abhängig bei seinen Beurteilungen.

Das wird von vielen, die sich seit Jahren mit der Materie und dabei u.a. auch mit JL beschäftigen, mehr als angezweifelt.

Dabei sollte man auch wissen das JL nicht nur bei Tantalus Rare Earths im Aufsichtsrats sitzt sondern auch in weiter Werte investiert ist und die liegen nicht außerhalb Nordamerikas mit Ausnahmen von GWG die auch in Südafrika sitzen allerdings mit Hauptsitz in Kanada.

Dazu noch einer seiner vielen zwar nicht mehr ganz aktuellen jedoch auch IMHO informativen Artikel:

http://www.theaureport.com/pub/na/10875
:::
Googleübersetzt: http://translate.google.de/translate?hl=de&sl=en&u=http://ww…


Grüsse JoJo

[Langstrumpf2]

http://www.raremetalblog.com/2012/05/start-lynas-today-campa…

Was mich etwas wundert, das sowas hier nicht reingestellt wird. Und wenn doch, dann auch egal. Meiner Meinung nach sind die Kommentare lesenswert.