LYNAS - auf dem Weg zu einem Rohstoffproduzent von Hightech-Rohstoffen (Seite 3998)
eröffnet am 09.02.07 13:14:18 von
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neuester Beitrag 01.05.24 12:13:17 von
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ID: 1.110.967
ID: 1.110.967
Aufrufe heute: 44
Gesamt: 9.812.045
Gesamt: 9.812.045
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ISIN: AU000000LYC6 · WKN: 871899
3,9670
EUR
+0,94 %
+0,0370 EUR
Letzter Kurs 30.04.24 Tradegate
Neuigkeiten
18.04.24 · Der Aktionär TV  |
23.01.24 · kapitalerhoehungen.de |
22.01.24 · wallstreetONLINE Redaktion |
Werte aus der Branche Rohstoffe
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 337,00 | +12,33 | |
| 0,8947 | +11,85 | |
| 205,00 | +10,81 | |
| 2,6100 | +9,66 | |
| 0,9570 | +9,56 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 183,20 | -19,30 | |
| 1,1367 | -22,67 | |
| 12,000 | -25,00 | |
| 8,3600 | -39,81 | |
| 46,60 | -97,97 |
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Antwort auf Beitrag Nr.: 41.730.132 von Santiagero am 01.07.11 15:35:17ich bin auch am überlegen, ein wenig aufzustocken, jedoch könnt ich mir auch vorstellen, dass es auf Grund der Unsicherheit erstmal noch mal weiter bergab geht. An der ASX hat der Kurs ja scheinbar auch auf Tagestief geschlossen.
Aber nix genaues weiß man eben nicht
Aber nix genaues weiß man eben nicht
Antwort auf Beitrag Nr.: 41.730.097 von ubacher am 01.07.11 15:30:07ubacher:"aber scheinbar haben es die letzten noch immer nicht kapiert"
Aber einige wenige offensichtlich doch: bei fast 1Mio Volumen spricht einiges dafür, dass sich heute doch einige zu den "bargain"-Preisen hier schon noch mal eindecken.
Aber einige wenige offensichtlich doch: bei fast 1Mio Volumen spricht einiges dafür, dass sich heute doch einige zu den "bargain"-Preisen hier schon noch mal eindecken.
Antwort auf Beitrag Nr.: 41.729.722 von JoJo49 am 01.07.11 14:33:37Mich erstaunt auch immer wieder, welch ein Schaden bzw. welch eine Missinformation mit weitreichenden Folgen so ein Fehlinterpretation haben kann.Bzw. es ist ja keine Interpretation, sondern es steht ja eigentlich schwarz auf weiß im Bericht nachzulesen.
Eigentlich gehe ich immer davon aus, dass ein Journalist über genügend geistiges Potenzial verfügen sollte, um qualitative, unverfälschte Informationen zu liefern. Aber scheinbar scheitert es da ja schon am Grundlegendsten: einfache Lesekompetenz. Da fragt man sich schon, wie solche unfähigen Vollpfosten zur breiten "Information der Allgemeinheit" beitragen dürfen.
Deshalb auch nochmal Danke für Deine erneute Klarstellung. Das ist zwar in den letzten 24 Stunden hier schon mindestens 5 mal besprochen wurden, aber scheinbar haben es die letzten noch immer nicht kapiert.
LG
Eigentlich gehe ich immer davon aus, dass ein Journalist über genügend geistiges Potenzial verfügen sollte, um qualitative, unverfälschte Informationen zu liefern. Aber scheinbar scheitert es da ja schon am Grundlegendsten: einfache Lesekompetenz. Da fragt man sich schon, wie solche unfähigen Vollpfosten zur breiten "Information der Allgemeinheit" beitragen dürfen.
Deshalb auch nochmal Danke für Deine erneute Klarstellung. Das ist zwar in den letzten 24 Stunden hier schon mindestens 5 mal besprochen wurden, aber scheinbar haben es die letzten noch immer nicht kapiert.
LG
Antwort auf Beitrag Nr.: 41.729.639 von FCBuja am 01.07.11 14:22:18Ich würde mir auch wünschen hier würde mehr, wie im HC-Forum, mit Fakten und Vergleichen sachlich zum Thema diskutiert.
Mit den folgenden Informationen/Fakten und Vergleichen, sowie sie im folgenden aktuellen Posting aus dem HC stattfindet, würde es IHMO auch allen hier mehr bringen:
http://www.hotcopper.com.au/post_single.asp?fid=1&tid=149524…
objective analysis of today's events (overround)
...
OK, so a lot of us are shocked as to why the share price dropped 11% today. But let's try and carefully analyse what happened. It would appear that there is an inconsistency between what the media have portrayed and what was actually stated by both the IAEA and Malaysian government.
According to the joint media statement released by the Malaysian government:
"6.ii) To move the project forward, Lynas will be required to provide - for AELB's consideration and approval - a comprehensive long-term detailed plan for waste management, including at the decommissioning and remediation level. This must be done before any further licensing approval can be considered. The Government will ensure that Lynas complies fully with this recommendation of the IAEA Report. Until this is done, the status quo remains: there will be no importation of raw materials into the country, and no operational activities will be allowed on site."
The IAEA report's recommendation number 11 states:
"11.
Based on recommendations 1 - 10 above, the Government of Malaysia should prepare an action plan that:
(a)
Indicates how the above-mentioned recommendations are to be addressed;
(b)
Sets out the corresponding time schedule for the actions;
(c)
Is geared to the possibility of an IAEA-organized follow-up mission, which will review the fulfilment of recommendations 1 - 10 above in, say, one to two years time, in line with other IAEA review missions."
Now in several newspaper articles, this information has been construed as implying that Lynas will not be able to begin production and thus begin selling rare earth for another 2 years. For example, in an article in The Australian http://www.theaustralian.com.au/business/breaking-news/lynas… there is the following paragraph:
"Anthony Young at Dahlman Rose & Co said Lynas was scheduled to become the first major producer of rare earth oxides outside of China in September, but the move by the Malaysian government would likely push that to 2013."
Clearly anyone reading this article would get the impression that there has been a "delay" of about 2 years.
Lynas's response is as follows:
In reference to paragraph 6.ii) of the Malaysian government's media announcement: "This point reflects recommendations 1 and 2 of the IAEA report. It is this plan that needs to be approved by the AELB prior to receiving the pre-operational licence...
Upon issue of the pre-operational licence, which will allow start up of the plant and ramp-up to name plate capacity, Lynas will still have obligations related to the additional IAEA recommendations and this work will continue during the operational start-up of the LAMP.
We have received confirmation from the Malaysian government that no spokesperson for the government stated a 1 to 2 years delay as quoted by some media articles.
The confusion within the media may be related to the time reference in point 11, which states the IAEA could come back in 1 to 2 years time to review implementation of the recommendations - but this refers to all recommendations - not specifically to recommendations 1 and 2 which are the requirements to receive the pre-operational licence."
-----
So, based on the FACTS, it would appear that the media have been grossly negligent in reporting the true implications of the reports by both the IAEA and the Malaysian government.
Lynas has further stated that: "The schedule impact of meeting the requirements of this report is estimated to result in commissioning being completed by the end of 2011, with full production capacity of Phase 1 of the LAMP achieved by the start of the second half of 2012. Lynas does not believe the schedule for Phase 2 will be impacted."
-----
If the pre-operational license was originally planned to be obtained in September of this year, then it would appear that there is now a delay of 3 months, which is SIGNIFICANTLY different to the 2 years which the media have suggested.
Furthermore, a New York Times article has reported that engineers working at Lynas have claimed that the quality of construction at the Malaysian plant has been sub-standard: http://www.nytimes.com/2011/06/30/business/global/30rare.htm…
Extracts from the article:
"The problems they detail include structural cracks, air pockets and leaks in many of the concrete shells for 70 containment tanks, some of which are larger than double-decker buses...
The engineers also say that almost all of the steel piping ordered for the plant is made from standard steel, which they describe as not suited for the corrosive, abrasive slurry. Rare earth refineries in other countries make heavy use of costlier stainless steel or steel piping with ceramic or rubber liners.
The engineers also say that the concrete tanks were built using conventional concrete, not the much costlier polymer concrete mixed with plastic that is widely used in refineries in the West to reduce the chance of cracks...
"These issues have the potential to cause the plants critical failure in operation," Peter Wan, the general manager of Cradotex, said in a June 20 memo. "More critically the toxic, corrosive and radioactive nature of the materials being leached in these tanks, should they leak, will most definitely create a contamination issue.""
-----
However, the IAEA report has stated that "The review team was not able to identify any non-compliance with international radiation safety standards."
And Lynas's CEO Nick Curtis has responded to these allegations by saying: "We don't understand the source of the material in the article. We can confirm there are no engineering issues which we believe will be unsafe...
All contracting parties have agreed with us that there are no significant engineering issues that would render us unable to comply with any standards. We know the plant is safe."
-----
Who should we believe in this situation? The anonymous source as quoted in The New York Times or the independent review by the IAEA? Personally, I am more inclined to believe in what you would expect to be the impartial and professional assessment of the IAEA panel members.
Thus, I think a couple of factors have triggered the massive sell-off in the market today: 1) The misinformed impression by investors that production is to be delayed by 2 years and 2) Serious design flaws in the construction of the Malaysian plant. As I've said before, there's a HUGE difference between a delay of 3 months and a delay of 2 years, and the New York Times allegations are not backed up by any hard evidence and indeed seem to be refuted by the IAEA's report.
So then, with the share price hammered today, it would appear to the rational person that this has been driven largely by fear reinforced through negligent media reporting. Of course, we could be wrong and significant delays may possibly occur through whatever reason, but based on the facts presented to us today, I would say the MEDIA have got it wrong, and of course we all know the power of the media in influencing the markets. If the market got it wrong today, then at a price of $1.75 these shares would certainly appear to be a bargain!
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@ ein schönes WE
Grüsse JoJo
Mit den folgenden Informationen/Fakten und Vergleichen, sowie sie im folgenden aktuellen Posting aus dem HC stattfindet, würde es IHMO auch allen hier mehr bringen:
http://www.hotcopper.com.au/post_single.asp?fid=1&tid=149524…
objective analysis of today's events (overround)
...
OK, so a lot of us are shocked as to why the share price dropped 11% today. But let's try and carefully analyse what happened. It would appear that there is an inconsistency between what the media have portrayed and what was actually stated by both the IAEA and Malaysian government.
According to the joint media statement released by the Malaysian government:
"6.ii) To move the project forward, Lynas will be required to provide - for AELB's consideration and approval - a comprehensive long-term detailed plan for waste management, including at the decommissioning and remediation level. This must be done before any further licensing approval can be considered. The Government will ensure that Lynas complies fully with this recommendation of the IAEA Report. Until this is done, the status quo remains: there will be no importation of raw materials into the country, and no operational activities will be allowed on site."
The IAEA report's recommendation number 11 states:
"11.
Based on recommendations 1 - 10 above, the Government of Malaysia should prepare an action plan that:
(a)
Indicates how the above-mentioned recommendations are to be addressed;
(b)
Sets out the corresponding time schedule for the actions;
(c)
Is geared to the possibility of an IAEA-organized follow-up mission, which will review the fulfilment of recommendations 1 - 10 above in, say, one to two years time, in line with other IAEA review missions."
Now in several newspaper articles, this information has been construed as implying that Lynas will not be able to begin production and thus begin selling rare earth for another 2 years. For example, in an article in The Australian http://www.theaustralian.com.au/business/breaking-news/lynas… there is the following paragraph:
"Anthony Young at Dahlman Rose & Co said Lynas was scheduled to become the first major producer of rare earth oxides outside of China in September, but the move by the Malaysian government would likely push that to 2013."
Clearly anyone reading this article would get the impression that there has been a "delay" of about 2 years.
Lynas's response is as follows:
In reference to paragraph 6.ii) of the Malaysian government's media announcement: "This point reflects recommendations 1 and 2 of the IAEA report. It is this plan that needs to be approved by the AELB prior to receiving the pre-operational licence...
Upon issue of the pre-operational licence, which will allow start up of the plant and ramp-up to name plate capacity, Lynas will still have obligations related to the additional IAEA recommendations and this work will continue during the operational start-up of the LAMP.
We have received confirmation from the Malaysian government that no spokesperson for the government stated a 1 to 2 years delay as quoted by some media articles.
The confusion within the media may be related to the time reference in point 11, which states the IAEA could come back in 1 to 2 years time to review implementation of the recommendations - but this refers to all recommendations - not specifically to recommendations 1 and 2 which are the requirements to receive the pre-operational licence."
-----
So, based on the FACTS, it would appear that the media have been grossly negligent in reporting the true implications of the reports by both the IAEA and the Malaysian government.
Lynas has further stated that: "The schedule impact of meeting the requirements of this report is estimated to result in commissioning being completed by the end of 2011, with full production capacity of Phase 1 of the LAMP achieved by the start of the second half of 2012. Lynas does not believe the schedule for Phase 2 will be impacted."
-----
If the pre-operational license was originally planned to be obtained in September of this year, then it would appear that there is now a delay of 3 months, which is SIGNIFICANTLY different to the 2 years which the media have suggested.
Furthermore, a New York Times article has reported that engineers working at Lynas have claimed that the quality of construction at the Malaysian plant has been sub-standard: http://www.nytimes.com/2011/06/30/business/global/30rare.htm…
Extracts from the article:
"The problems they detail include structural cracks, air pockets and leaks in many of the concrete shells for 70 containment tanks, some of which are larger than double-decker buses...
The engineers also say that almost all of the steel piping ordered for the plant is made from standard steel, which they describe as not suited for the corrosive, abrasive slurry. Rare earth refineries in other countries make heavy use of costlier stainless steel or steel piping with ceramic or rubber liners.
The engineers also say that the concrete tanks were built using conventional concrete, not the much costlier polymer concrete mixed with plastic that is widely used in refineries in the West to reduce the chance of cracks...
"These issues have the potential to cause the plants critical failure in operation," Peter Wan, the general manager of Cradotex, said in a June 20 memo. "More critically the toxic, corrosive and radioactive nature of the materials being leached in these tanks, should they leak, will most definitely create a contamination issue.""
-----
However, the IAEA report has stated that "The review team was not able to identify any non-compliance with international radiation safety standards."
And Lynas's CEO Nick Curtis has responded to these allegations by saying: "We don't understand the source of the material in the article. We can confirm there are no engineering issues which we believe will be unsafe...
All contracting parties have agreed with us that there are no significant engineering issues that would render us unable to comply with any standards. We know the plant is safe."
-----
Who should we believe in this situation? The anonymous source as quoted in The New York Times or the independent review by the IAEA? Personally, I am more inclined to believe in what you would expect to be the impartial and professional assessment of the IAEA panel members.
Thus, I think a couple of factors have triggered the massive sell-off in the market today: 1) The misinformed impression by investors that production is to be delayed by 2 years and 2) Serious design flaws in the construction of the Malaysian plant. As I've said before, there's a HUGE difference between a delay of 3 months and a delay of 2 years, and the New York Times allegations are not backed up by any hard evidence and indeed seem to be refuted by the IAEA's report.
So then, with the share price hammered today, it would appear to the rational person that this has been driven largely by fear reinforced through negligent media reporting. Of course, we could be wrong and significant delays may possibly occur through whatever reason, but based on the facts presented to us today, I would say the MEDIA have got it wrong, and of course we all know the power of the media in influencing the markets. If the market got it wrong today, then at a price of $1.75 these shares would certainly appear to be a bargain!
Please support our advertisers
@ ein schönes WE
Grüsse JoJo
Antwort auf Beitrag Nr.: 41.729.584 von JoJo49 am 01.07.11 14:14:00Vielen Dank,
ich werde jetzt erstmal 3 Wochen in Urlaub gehen und dann gehts wieder weiter. Die 3€Party wird kommen! Früher oder später ich halte auch dran fest!
Mfg
Nice Weekend
ich werde jetzt erstmal 3 Wochen in Urlaub gehen und dann gehts wieder weiter. Die 3€Party wird kommen! Früher oder später ich halte auch dran fest!
Mfg
Nice Weekend
Trading Spotlight
Zitat von JoJo49: Lynas gibt in seinen letzten Präsentationen immer eine Verdoppelung, von der 1-Phase von 11.000 t auf die 2-Phase 22.000 t, an.
In früheren Präsentationen wurde u.a. schon von bis zu 25.000 t ausgegangen wenn die Ressuorcen aus der Malawi-Mine, die Lynas erworben hat, mal dazukommt.
Warten wirs ab, denn am Ende 2011 werden wir es spätestens genau wissen.
Grüsse JoJo
Mir eigentlich auch völlig schnuppe. Wer will denn sagen, wann, wieviel - von welchem
Element - zu welchem Preis - in welcher Menge - auf welchen Markt -
bei welcher politischen Großwetterlage Finanz- und Börsenlage, was kommt !
Wer auf Lynas setzt, setzt auf Risiko - auf grosse Gewinne oder Verluste.
Ich bin kein daily trader und kein shorter. Ich bin gelassen.
Grüssle , RG
Zitat von FCBuja: Was seit ihr eigentlich für Vollpfosten?? Wer hier rumproleten will so sich im Schlafzimmer austoben. Ich zumindest benötige FUNDIERTE und KLARE Hilfen um meine Entscheidung zu treffen. Für mich gehts hier um sehr viel Geld. Was wird jetzt passieren mit dem Kurs JoJo?? Du scheinst der einzige zu sein mit konstruktiver Meinung und Ahnung. Ich habs sie halt nicht so wie ihr... Verkaufen oder halten...
DG bitte nicht posten dich kann ich nicht mehr hören!! :O
Wer hier schon länger dabei ist kennt meine Meinung dazu und ich habe daraus auch nie ein Geheimnis gemacht.
An einen Verkauf meiner Lynas Aktien werde ich vor Ende 2012 überhaupt nicht nachdenken.
Grüsse JoJo
Ganz offensichtlich sind weltweit alle SE-Lagerstätten radiaktiv kontaminiert, mehr oder weniger, Lynas vermutlich weniger.
Am Beispiel Lynas soll jetzt ein Exempel statuiert werden, woanders wird weiter gepanscht.
Niemand traut sich die unhaltbaren Zustände in China anzusprechen oder
gar zu kontrollieren.
Und was anderen Ortes weltweit (auch die USA sind betroffen !!)so ge-
trieben wird darüber wird geflissentlich geschwiegen.
Man gewinnt mittlerweile den Eindruck, Lynas ist der grösste Umwelt-
verschmutzer der Welt und die Atomkatastrophe in Japan ist ein Klacks dagegen.
Und an diesem Schwachsinn wird hier im Thread fleissig mitgebastelt.
Ich war 15 Jahre Leiter einer Uran Aufbereitungsanlage und weder ich noch einer meiner Kollegen sind deswegen verstorben.
Glückauf
Am Beispiel Lynas soll jetzt ein Exempel statuiert werden, woanders wird weiter gepanscht.
Niemand traut sich die unhaltbaren Zustände in China anzusprechen oder
gar zu kontrollieren.
Und was anderen Ortes weltweit (auch die USA sind betroffen !!)so ge-
trieben wird darüber wird geflissentlich geschwiegen.
Man gewinnt mittlerweile den Eindruck, Lynas ist der grösste Umwelt-
verschmutzer der Welt und die Atomkatastrophe in Japan ist ein Klacks dagegen.
Und an diesem Schwachsinn wird hier im Thread fleissig mitgebastelt.
Ich war 15 Jahre Leiter einer Uran Aufbereitungsanlage und weder ich noch einer meiner Kollegen sind deswegen verstorben.
Glückauf
Antwort auf Beitrag Nr.: 41.729.459 von Amphibie am 01.07.11 13:53:55Korrektur zu meinen Posting:
Das sollte natürlich heißen, Aktie wird bei 1,30 Euro schließen.
Bei 0,30 Cent sind wir noch nicht. Könnten wir aber auch wieder hinkommen. Nur das steht noch lange nicht an.
Das sollte natürlich heißen, Aktie wird bei 1,30 Euro schließen.
Bei 0,30 Cent sind wir noch nicht. Könnten wir aber auch wieder hinkommen. Nur das steht noch lange nicht an.
Durchsuchen
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