LYNAS - auf dem Weg zu einem Rohstoffproduzent von Hightech-Rohstoffen (Seite 3155)

[Langstrumpf2]

Zitat von websin: 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? Der hat für mich alle Lorbeeren verloren…

VG, WEBSIN

Ich finde persönlich das Jack Lifton hier zu Unrecht seine eindeutig vorhandene Kompetenz im Bereich RareEarth aberkannt wird. Nur so zum Beispiel zwei ältere Artikel von ihm (Es lassen sich zahlreiche andere aufführen):

http://www.techmetalsresearch.com/2011/11/decoupling-the-rar…

http://www.techmetalsresearch.com/2011/12/the-rare-earth-min…

Nebenbei Tantalus Rare Earths ist nicht auf seiner Liste. Ich jedenfalls habe Respekt vor Lifton.

Mfg, Langstrumpf

[JoJo49]

Zitat von Before:

Zitat von JoJo49: Meinungen dazu??

Wozu? Zum letzten Link oder zur dieser gesamten Auflistung in nahezu epischer Laenge?

websin hat das ganz richtig erkannt.
...mein "Meinung dazu??" bezog sich hauptsächlich auf den sogenannten REE-Experten JL und sein Aussagen bzw. Berichte/Interviews usw.

- Das sollte natürlich keinen davon abhalten seine Meinung zu Teilen bzw. zu allem aus meinen Posting so wie ganz speziell seine Meinung hier zur Diskussion zu stellen.

http://au.ibtimes.com/articles/333380/20120426/rare-earths-m…

Lynas LAMP Plant Safe – Malaysian Radiology Expert
:::
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

Zum Schluss noch ein allgemein gefaßter und IMHO wenig aussagekräftiger schlecht recherchierter Artikel zu unserem Thema.
Der Autor hat u.a. scheinbar noch nie etwas über die Ducan-ressourcen von lynas gehört.
http://www.elektroniknet.de/e-fertigung/news/article/88008/0…

02. Mai 2012


Neue Produktionen in Australien und USA nehmen den Betrieb auf

»Die Preise für Seltene Erden sind im freien Fall«

Seltene Erden sind spätestens seit der Ausfuhrbeschränkung durch den Noch-Exklusivlieferanten China ein begehrtes Industriegut. In Kürze wird dieses Monopol zwar fallen, erklärt Dr. Harald Elsner, Wirtschaftsgeologe und Experte für Seltene Erden bei der Deutschen Rohstoffagentur, aber die für die Elektronikindustrie so wichtigen schweren Seltenen Erden wird es auch in absehbarer Zeit nur im Reich der Mitte geben.
:::


Grüsse JoJo

[websin]

Fakt ist eben dass Lynas als angehender First Mover auch die ersten Wellen des Sturms bekommt. Ob es nun in Malaysia oder sonst wo ist, die Anti-Lobby wäre per Sponsoring mitgezogen....

Und eines sehe ich genauso, die Probleme die hier alleine aus der Anti Lynas Bewegung kommen (politisch motiviert, teils sehr unbegründet) werden bei anderen ebenso kommen.
Für mich ist die Faktenlage aktuell nur eine "politische Lage" ohne jegliche signifikante Weiterentwicklung. Das zermürbt.
Es ist kein Wunschkonzert, wir müssen weiter unseren Teflonmantel anziehen…

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? Der hat für mich alle Lorbeeren verloren…

VG, WEBSIN

[Before]

Zitat von JoJo49: Meinungen dazu??

Wozu? Zum letzten Link oder zur dieser gesamten Auflistung in nahezu epischer Laenge?

[JoJo49]

Zitat von websin: Lynas wurde rüde ins Kiesbett gedrängt und hat seinen Vorsprung stark eingebüßt

bleibt zu hoffen dass es mit anschieben + kies rauswischen reicht und nicht ein kran geholt werden muss

vg, websin

- Nette Umschreibung, nur wenn ich mir dazu die sogenannte Konkurrenz anschaue mit ihren Ankündigungen wie weit sie bis wann sein wollten und bis wann sie in ihren neuen Produktionswerken mit welchen Margen REO in einer Güte von 99% liefern wollten usw. und das mit dem vergleiche was sie tatsächlich bisher zustande gebracht haben dann sind wohl die meisten schon am Anfang mit Motorschaden ausgefallen und basteln hecktisch an einem Neustart.

Trotz allem ist, um bei deiner Umschreibung zu bleiben, bei Lynas auch nicht alles rundgelaufen, was wohl bei einem Pilotprojekt mit dem Umfang und Größe keiner annehmen konnte, wo bei das Management ist, entsprechend ihren Zielen, in ihren Ankündigungen von einem gewünschten Ablauf ausgegangen ist und viele Probleme, die sich immer wieder aufgetan haben so nicht vorausehen konnte oder wollte.
Dabei darf man auch nicht vergessen das NC kein unerfahrener CEO ist und auf jahrzentelange Erfahrung gerade auch bezogen auf den südostasiatischen Markt und insbesonder auf China zurückgreifen kann und sich entsprechend auf deren Mentalität einstellt.

Aber bei allen Szenarien und Geschichten die hier zur Zeit gesponnen werden halte ich mich bei allem, entsprechend den meisten Usern auf HC, lieber an die Sach-und Faktenlage und die sieht IMHO garnicht schlecht aus.


LYC Lynas Corporation Limited
May 2012
2nd Macquarie Conference Presentation May 2012
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6770…
Lynas Corporation
Rare Earths – we touch them everyday
:::

Agenda

1. SAFETY AND SUSTAINABILITY
2. THE RARE EARTHS MARKET
3. WESTERN AUSTRALIA OPERATIONS
4. MALAYSIA OPERATIONS
5. FINANCIAL UPDATE

:::
S. 33
Lynas – online in 2012, delivering Rare Earths globally

• Our vision is to be the leader in Rare Earths for a sustainable future.
• We are close to realising this vision.
• Our supply of Rare Earths will be based on environmentally sustainable practices.
• Lynas will be online in 2012, delivering Rare Earths globally.
• The LAMP is scheduled to come online with a Phase 1 production capacity of 11,000tpa REO.
• Work for Phase 2 is underway for an additional 11,000tpa REO.
:::

April 2012
30th Quarterly Activities Report
http://www.lynascorp.com/content/upload/files/Q1_2012_Quarte…
QUARTERLY REPORT
FOR THE PERIOD ENDING 31 MARCH 2012

HIGHLIGHTS

• The Lynas Advanced Materials Plant (LAMP) construction project in Malaysia achieved 8,160,000 hours Lost Time Injury (LTI) free as at the end of March 2012. Subsequent to the end of the reporting period the project remains LTI free.
• On 1 February, Malaysia’s Atomic Energy Licensing Board (AELB) announced its approval of the Temporary Operating Licence (TOL) for the LAMP in Gebeng, Malaysia. The AELB’s approval decision came after a thorough and extensive review of the project by the Malaysian Government regulatory authorities. An appeal in respect of the AELB’s decision has been lodged with the Minister of Science, Technology and Innovation. The Minister’s decision is expected shortly.
• During the period, Lynas secured long-term funding through a US$225m unsecured convertible bond facility with funds managed by Mount Kellett Capital Management. The proceeds of the issue will be used for construction and commissioning of Phase 1 of the LAMP and working capital. The 18-month working capital facility announced on 22 September 2011 was not utilised and has been retired.
• Following the results of the extension drilling program, the Company reported a significant upgrade to Resources at Mount Weld. The mineral Resource estimate for Mount Weld is now 23.9 million tonnes, at an average grade of 7.9% REO for a total of 1.9 million tonnes REO. This represents a 37% increase versus the previous Resource estimate announced in September 2010 and a 34% increase in contained REO.
• The Mount Weld Concentration Plant in Western Australia continues to perform well with Final Concentrate Grade in line with, and REO recovery ahead of, targets for this point in the ramp-up schedule.
• As at the end of the period, construction of Phase 1 of the LAMP was 98% complete and pre-commissioning test-packs were more than 85% complete. Lynas is on track for first feed to kiln in Q2, subject to the issuance of the TOL.
:::
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

30th Quarterly Cashflow Report
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6765…

http://www.lynascorp.com/page.asp?category_id=2&page_id=62

Dazu noch einige aktuelle Postings aus dem HC-Forum:
http://hotcopper.com.au/post_single.asp?fid=1&tid=1728615&ms…
lynas already started phase 2, tol is coming (tototy)
:::
Some people on this thread do not like my messages and try to suppress them by giving me TDs. Well, I think my message is important enough to start a new thread because it is much more solid proof that Lynas knows the TOL is coming, compared to all the other "signs" mentioned here. That's why shorters are giving me TDs.

So, I will repeat my previous post:
According to Lynas's meeting with the press on MobTV. They are now already continuing building up additional construction for phase 2 with the Japanese funding of 250 Millions. Do you think they will start phase 2 without being sure about phase 1 TOL?

Um bei deinem Vergleich zu bleiben könnte man bei dem weiteren finanziellen Aufwand den Lynas schon in Bezug auf den weiteren Ausbau der Phase 2 mit einem Produktionsziel von 22.000pta treibt jetzt schon wenn man schon chracht dann richtig und mit vollem Einsatz gegen die Wand.
Dabei könnte man allerdings auch annehmen, dass Lynas sich absolut sicher ist das in Kürze die volle Betriebsgenehmigung kommt und daher voll weiterfährt - oder?

http://hotcopper.com.au/post_single.asp?fid=1&tid=1732999&ms…
looking forward to: (Jimdotcom)
:::
I'm just looking forward to the day that:

1) I'm not scanning the internet for the latest scrap of information about the TOL
2) Malaysia's political situation becomes irrelevant,
3) I forget what SLSM stands for,
4) I don't recognise any Malaysian politicians names,
5) Lynas is not in the top 10 most shorted stocks,
6) Only ASX announcements are of interest,
7) I don't bother checking how LYSCF & LYI have gone overnight,
8) LYC is at a sustained level of over $2
9) New vertically integrated JV's are announced,
10)I can start to put the same time and effort into other stocks!!

Etc etc etc............

http://hotcopper.com.au/post_single.asp?fid=1&tid=1730296&ms…
lynas conference call summary (Theabyss)
:::
My summary notes below. Total confidence displayed by all concerned including callers with questions imo. Nothing to worry about if i am any judge of people.

Australia
Safety: greater than 8 million Hours of safety.
Safety = efficient and safe operation. Ahead of expectations.

Recoveries well ahead – 36% Concentrated grade – Concentration plant is significantly de-risked.
Malaysia delay means larger stockpile than normal.

Duncan
Deposit is alongside major pit design. Separate deposit to Mt Weld. Different mineral structure. Excited as it is high grade relative to other RE deposits (4% head grade) significant heavy re. This is strategically significant as a supplier of HRee. One stop shop for full suite of products to magnet clients. Extensive discussions with clients, well advanced on test and scoping. Announce near future regarding scoping results.

General
Finance (Mt Kellett) fully subscribed. 211.2 m to fund costs thru to first cash sale. 303.5 m.
Rare Earth price easing. NC Japan trip – significant inventory build up by japan. Demand has as a consequence fallen away. LYC believe demand is rebounding significantly, magnet demand big increase. China increase today for first time in a while. Price stabilization happening and align china and non-china pricing.
RE Price Levels are where they need to be maintained by China.

Malaysia
Safe! The LAMP is ready for handover is ready for commissioning. System pre-commissioning (test packs) ready to go is greater 90% complete. Near to full completion. Perm staff is now 251 (90% total workforce).

Issue overhanging – ambiguity of License issuance state. Approval is received (1st feb). They have a temporary license due to natural occurring radioactivity otherwise they would have a permanent license. In the normal course of business they would have been immediately granted a 2 year TOL to demonstrate that they are inline. The TOL/ POL is not a environmental approval milestone, however the politicalizing has led to an abnormally higher level of scrutiny than normal. Approval is very important step.

The license delay caused by 2 x legal challenges / appeal. The appeal decision is not overly long away.
A parliamentary steering committee was established due to anxiety to ensure Malaysian people concerns are addressed (PSC) and there are 2 meetings scheduled in May. Process separate to judicial and appeal process.

Outcome of the appeal is unclear rigorous investigation is healthy and fine.

Legal
Groups crossed line between facts and defamation. (Free Malaysia Today media portal and SMSL). Lynas have been tolerant however defamation is not acceptable. Targeted and defamatory statements and should be shut down.
Legal position taken to protect reputation and avoid false and misleading statements to ensure objectivity and fact not emotion and defame.

LAMP
Phase 2 happening And contracts awarded. >50% construct complete.

Questions from callers

•BBY – Clarify will there be a further high court challenge? NC, Can’t predict what will happen however do not expect any as all processes were followed re AELB act. Therefore they have stepped back from involvement. BBY - When minister decides, no further reviews are possible? (NC wait and see).

•BBY – LAMP construction is 98% complete, yet another $75mill required, why? Basically because contractors have payment terms etc. such as pay 90 days from invoice and project acceptance.

•AH Patersons – Uptick in RE price in china – 40-50% differential from domestic and fob price in china. NC Believes a structural deficit in market due to inventory, just about out of system now. Good for industry. Industry users better off with some stability in pricing. Price levels are close to ideal currently.

•AH Patersons – Is RE price a reaction to LYC coming on stream. NC; no, LREE pricing is china induced, HRee strong price growth means higher demand

•Ah Patersons – Court appeal re AELB complete, 3rd legislative process what is the aim – NC Aim is not to judge the license, but to ensure Malaysian people are heard and concerns dealt with by Malaysian Govt. Politicians and academics involved in the appeals which are not judging the TYOL decision, they are meeting and discussing people concerns. NC is confident that IAE and AELB are ok with the decision. NC and AH of Patersons are both confident that everything is in place for a TOL.

•ME CLSA – Clarify Appeal heard and announcement soon. Will license be issued if appeal ok or does steering committee have an announcement due. NC, PSC is not about license! AELB are it! MOSTI outcome is what we need (after appeal process is completed). Expect that law will stand if we get all licenses issued that are approved. LYC can then import concentrate.

•Ip GS – If all licenses approved could they feed now? NC 2 weeks as kiln is ready but they have a bit of pre commissioning work to do. When they have license how long for material to go in and when will it produce and 1st cash flow? NC transportation to LAMP 4-5 weeks, Feed Kiln immediately, 44 days from feed to produce (allowed 60 for first feed) sales period requires acceptance from customers and payment term = lag of 1 month to bag, deliver then test accept and get payment. So 18-19 weeks for first run and payment then approx. 16 weeks thereafter.

•LF AFR – Timing when expect license? NC Govt hands. No direct communication re timing. Process is being worked through. Report by June. MOSTI will have no delays on process once the appeals process has been completed.
Caller # Asked what was actually stated as the reason for LYC defamatory action? NC Clarity required that plant must be based on fact and real issues not personalized attacks on company or people based on false and misleading information. Does NC want a retraction? NC remedies sought prior to filing case but not forthcoming so went to court?

•LC Private Investor – No new contracts signed. Is that due to Malaysia delay and when LAMP running cash flow when? NC Time table provided. Satisfied with customers and discussions. Substantial contracts to come just waiting for final TOL approval. Confident it will come.

•PK Fairfax – Defamation, clarify timeline of action? April 10? NC Not a highlight, don’t want to discuss as were forced to take action. No value in escalating and before courts. Not taking lightly. Leave it there

•LM Private Investor – Hypothetical, Will they fly some product through rather than ship concentrate? NC Start up timetable after they know about license issuance. Understands urgency required but not doing anything until TOL issued.

•MH BBY – $75.8 mill left to spend, is it separate from $31m operational cost? NC yes.MH, Is $31 million indicative of quarterly burn rate? NC Almost at full employment so yes, fixed cost per qtr around $31m

•RG Private Sh – Talk a year ago on waste road base, what stage is that at? NC, research complete. Residual product stored is safe. PDF is something that was best practice recommendation by AELB. Road base research is highly encouraging and will be there best means for dealing with most, if not all solid waste. Gypsum is produced by Lynas waste and is required by customers in Malaysia and externally. Commercial discussions happening however no outcome as yet. Difficult to get a contract on material as yet not produced. Once happening confident to monetize waste product.

•PC RBS – Page 15 of report cost for phase 2 is that an accurate figure? – NC total budget is $250 m Current $130 spent so $120 left to spend on completing phase 2.


--------------------------------------------------------------------------------
Save Lynas Today

........................................................................................................................................................

Das die australischen User auf HC das ganze sachlicher und mehr auf einer aktuellen Faktenlage diskutieren hat IMHO mehrere Gründe wie u.a. schon eine andere Mentalität.
Dazu sind sie doch wesentlich näher am Geschehen bzw. können teilweise vor Ort u.a. auch die politische Lage beurteilen obwohl auch dort man durchaus die unterschiedlichen Ablageformen aus den einzelnen Kommentaren feststellen kann.
Hier scheint allerdings bei einigen Usern auch eine gewisse Unsicherheit wenn nicht gar Angst bei ihren Postings der Antrieb zu sein, dass bei ihren favorisierten Titeln es nicht ihren Erwartungen entsprechend läuft und bei einer Produktionsaufnahme durch Lynas noch zusätzlich negative Auswirkungen auf ihre Favoriten zukommen.

http://www.akademisains.gov.my/index.php?option=com_events&t…" target="_blank" rel="nofollow ugc noopener">http://www.akademisains.gov.my/index.php?option=com_events&t…

Wednesday, 09 May 2012, 08:30 - 12:15

ASM Intellectual Discourse: Green Opportunities In The Rare Earth Industries
:::
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

...und noch eine meinung zu unserem Experten JL:
http://hotcopper.com.au/post_single.asp?fid=1&tid=1732834&ms…
re: jack lifton (chihawk)
:::
OMG,
In fairness to Lynas, when Jack went to visit Australia he already had a long history of bad mouthing Lynas and pumping Great Western. Along with Jack's socialist sarcasm towards capitalism and delusional praise of the Chinese totalitarian state, he also gravitates towards a zero sum view of market forces. This has led to regular Lifton attacks of Molycorp and Lynas as they progressed on the ground while GWG has remained mostly theoretical for the last thirty years.

I think Jack has carried his Winnipeg roots with him and remains Canadian centric in his views. He has concentrated on Great Western Minerals and likes a few other Canadian juniors. Ironically, he has been a longtime proponent of the Great Western "Mine to Market" strategy, but is critical of Molycorp's actions in this direction.

Those that like his stocks like him. The rest of us see the lack of factual support, the weak track record, and the occasional intellectual gaps and move on. I have often said he faces likely irrelevance in the future due to his exclusive focus on manufacturing and weak understanding of geology and mining. His fate seems likely to me when Lynas puts the richest resource in the REE world, Mount Weld, into production.

Of particular note with Jack is his silence on the resource quality of Steenkampskrel since the drilling began. Prior to drilling he often commented on the quality of the Steen historical numbers. This year he has changed direction and focused on the quality of their Chinese partner GQD and the GWG integration and financing. This is odd in that Jack has normally ranted about the need for a North American supply chain. And I also find his belief in GQD and non-comment on the Rhodia/ Lynas relationship to be a further reflection of his bias.

Beyond this I generally ignore both Hykawy amd Lifton. Each tends to offer the occasional trivial tidbit with their basket of promotion. Neither has a clear or larger view consistent with business or mining. And neither has established wisdom or insight and their pick(s) flounder as much as any. I still believe results will determine the future REE experts and the current talkers are a product of temporary praise based on the hope and Kool-aide they serve their followers. None of that will matter when real miners and businesses produce IMO.

--------------------------------------------------------------------------------
Bullish on LYC. Focused on the company story.
........................................................................................................................................................
Bezogen u.a. auf folgenden bericht: http://www.proactiveinvestors.co.uk/companies/news/42132/min…
Mining companies race to get ahead in rare earths sector
Mon 1:19 pm by Carrie White

:::
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

Meinungen dazu??

Grüsse JoJo

[websin]

Zitat von FaxenClown: ......MfG, FaxenClown
PS: nicht persönlich gegen dich gerichtet, lieber websin

Hi faxe,
kann nix persönliches erkennen

es ist eben das hier auf den letzten 5-8 beiträgen beschriebene dilemma. da ändert leider nichts an der strategischen oder nicht strategischen vorgehensweise wie nc sie vorgezogen hat. aber eines ermutigt mich trotzdem, er kennt das asien-/chinageschäft (inkl. ggf. dem rest management, da bin aber ich nicht mal 80%ig informiert!)...das ist meine große hoffnung und ein netzwerk hat er doch auch. also müsste er die lage damit im vorfeld ein wenig einschätzen können. und es zeigt uns ...es sind aktuell größere kräfte auf der anderen seite der waage....leider.

vg, websin

[zopa]

Lynas seeks more rare-earths buyers
Dow Jones Newswires May 03, 2012 12:00AM

MINING: Lynas is in negotiations with potential buyers of its rare-earths products in Europe, Japan and the US as it looks to push ahead with a ramp-up of its Malaysian processing plant later this year.

The company, whose facility in the Malaysian city of Kuantan is all but complete, is already majority-contracted for its first phase of products.

However, chairman Nicholas Curtis, in a presentation for the Macquarie Australia conference yesterday, said Lynas was still in talks with other customers for additional potential supply agreements.

Lynas last year signed a long-term agreement to sell rare earths to German chemicals giant BASF. It has also signed a supply agreement with Japanese commodities trader Sojitz under which nearly half of the company's production will be for the Japanese market over the next 10 years.

Lynas says it is on track to commission the first feed at its Malaysian processing plant by the end of next month and Mr Curtis said it was stepping up community engagement ahead of the first production at the site.
Rec Coverage 28 Day pass

Malaysia's Atomic Energy Licensing Board has approved a temporary operating licence for the plant, although this has been challenged by local residents concerned about possible radiation.

An appeal was heard in April and a decision is pending.
---------------------------------------------------------
please support my retirement...



Mining investments: ALK, APE, CKK, CDU, DYL, HAS, LYC, MAK, MHM, NG, NWT, ORE, PDN, POS

Danke

[snoopie]

GEWALT ist angesagt:

"... The group's chairman Wong Tack demanded a definite decision from the Government on the status of the Lynas rare earth refinery in Gebeng here.

“The authorities must now take the voice of the people during the rally seriously. We want to see decisive corrective actions taken right now.

“If the Government continues to ignore the wishes of the people and is unwilling to shut down the plant, then the people will shut it down through whatever means necessary,” he said in a statement read by Bang at a press conference here yesterday. "

http://thestar.com.my/news/story.asp?file=/2012/5/3/nation/1…

Wir sind das Volk (... auch wenn wir nur 1 Prozent sind)

[Randfontein]

Ja, absolut2007, so isses.
Ohne Verschwörungstheoretiker zu sein, kann man das Lynas-Dilemma benennen: China gegen sich (in Malaysia einflussreiche Bevölkerungsgruppe), USA gegen sich (wg. Molycorp und strategischen Überlegungen), - und dann auch noch die größten Gegner der malaysischen Chinesen gegen sich: die Islamisten, die sich von den USA und China ausgebeutet fühlen.
Da wird es schon einsam - und doch liegt genau darin die Chance:
Die Bumiputras wollen sich von den Chinesen abgrenzen, die Islamisten haben's nicht mit den USA - und BASF, Siemens und Co wussten dieses Spiel schon öfters zu spielen (nicht immer nach meinen ethischen Maßstäben, aber erfolgreich).
Schaun mer mal, wer diesen "Stellvertreterkrieg" gewinnt.
Ist kein "g'mähtes Wiesle" für Lynas, aber auch noch lange keine Niederlage...
Ich halte weiter Lynas...
(und sage mit Ulrich Rosky: "wenn alles auch im Eimer ist, so bleibt mir doch der Eimer")

[absolut2007]

Antwort auf Beitrag Nr.: 43.113.287 von FaxenClown am 02.05.12 23:26:52

Es ist doch so, Lynas steht alleine da! Keiner hat wirklich von Lynas außer Lynas selbst (Gewinn der denn mal kommen mag).
Auch die angeblichen "fast Geschaeftspartner" wie BASF oder Siemens kommen bis jetzt & wuerden auch in Zukunft ohne Lynas auskommen! Es gibt umso mehr Gegner, die dann auch noch aeusserst maechtig sind! Zum Beispiel China/USA & in Malaysia die Opposition! Was kann Lynas gegen diese "Gegner" effektiv machen? Genau NICHTS...
Mich wundert hier gar nichts mehr! In QII geht hier definitiv nichts mehr & ob sich dieses Jahr daran etwas aendert, ist wohl mehr wie fraglich. Es nervt gewaltig & wird uns hier noch manchmal Kopfschmerzen bereiten!