LYNAS - auf dem Weg zu einem Rohstoffproduzent von Hightech-Rohstoffen (Seite 4628)
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ISIN: AU000000LYC6 · WKN: 871899 · Symbol: LYI
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Antwort auf Beitrag Nr.: 40.594.213 von emittent am 25.11.10 23:25:05OT, aber passt hier:
gute Nacht!
Matze
gute Nacht!
Matze
Antwort auf Beitrag Nr.: 40.593.291 von Nebiim am 25.11.10 20:19:07Passend zum Thema:
Game over für den Euro
http://www.weissgarnix.de/
zum Josef hat er 2009 mal was geschrieben:
http://www.weissgarnix.de/2009/08/27/ich-mache-mir-sorgen-um…
!
Game over für den Euro
http://www.weissgarnix.de/
zum Josef hat er 2009 mal was geschrieben:
http://www.weissgarnix.de/2009/08/27/ich-mache-mir-sorgen-um…
!
Preise auf MP:
Pr +5,88%
macht 24 Cent im Basket!
cheers
GS
Pr +5,88%
macht 24 Cent im Basket!
cheers
GS
Wie weit die wohl reichen ???
http://www.n-tv.de/technik/Deutsche-horten-72-Mio-Handys-art…
Grüssle ALV
http://www.n-tv.de/technik/Deutsche-horten-72-Mio-Handys-art…
Grüssle ALV
Antwort auf Beitrag Nr.: 40.592.364 von VirtualNormann am 25.11.10 17:58:31Die Deutsche Bank hat gut reden. Wenn die Zigmilliarden versemmeln, dann klopft Ackermännchen bei Klein-Angela und schon werden die verzockten Milliaren ersetzt. Aber hey, irgendwo müssen ja unsere Steuergelder landen, und wenn es nur die endlos tiefen Rachen einer Herde gieriger Versagerbanker sind.
Trading Spotlight
Verkaufen oder halten? Die Deutsch Bank empfiehlt: KAUFEN 
Deutsche Bank rates (LYC.AX , 1.640, +0.110, +7.190%) as Buy (1) - While the announcement by Lynas that it had secured a near term supply deal with Japan's Sojitz is premature given funding is yet to be settled on the Japanese side, the broker notes that it was necessary so Lynas could begin marketing. The broker has made no changes but sees the deal as positive.
http://money.ninemsn.com.au/article.aspx?id=8169793
Deutsche Bank rates (LYC.AX , 1.640, +0.110, +7.190%) as Buy (1) - While the announcement by Lynas that it had secured a near term supply deal with Japan's Sojitz is premature given funding is yet to be settled on the Japanese side, the broker notes that it was necessary so Lynas could begin marketing. The broker has made no changes but sees the deal as positive.
http://money.ninemsn.com.au/article.aspx?id=8169793
Ein IMHO interessanter Diskussionsbeitrag auf HC:
http://www.hotcopper.com.au/post_single.asp?fid=1&tid=131765…
just who or what is running our share price? (TheFreoDoc)
Forum: ASX - By Stock (Back)
Code: LYC - LYNAS CORPORATION LIMITED ( $1.64 | Price Chart | Announcements | Google LYC)
Post: 6006008 (Start of thread) Views: 185
Posted: 25/11/10 22:27 Stock Price (at time of posting): $1.64 Sentiment: LT Buy Disclosure: Stock Held From: 203.59.xxx.xxx
----------------------------------------------------------------------------------------------------------------
Been away working in Asia - but in obviously in touch through HC on the current thoughts of posters regarding Lynas. Some great posts and only 3 on ignore - so thanks guys.
I've been trying to get straight in my mind just exactly who or what is really the major influence on our rather erratic SP. From a chemist's point of view I have posted before about what I had believed to be the most difficult task facing Lynas - not the marketing and pre-selling of product - not the digging out of the ground of raw REEs - not the concentration plant at Mt Weld - it's the LAMP plant in Malaysia! As the news about its status is still very positive I would have thought this is the last major hurdle.
It really is a hurdle - I can't emphasize enough how difficult the literally 100s of chemical steps in the process(es) are - and that doesn't include the possible production of semi-processed alloys that combine rare earths with other materials - the so called "tailor-made" products that would be so much more valuable for Lynas to sell.
Over the next couple of years it will cost nearer a billion dollars US for another company to set up from scratch what Lynas is doing in Malaysia ... so the importance of the LAMP is critical. It will not surprise me if more money is needed and that there will be some delays (hopefully not too long)in getting it "right". The latest news from Japan may help here. Around that time (later next year) there may well be some SP reaction.
BUT - I'm wrong! It's not whatever Lynas is doing (or not doing)- I strongly believe our SP is pretty well totally in the hands of the JP Morgans and Deusche Banks of this world.
As large institutional buyers and sellers - as well as the sources of highly valued Broker Reports - how can they lose in a relatively small stock like Lynas in a very small stock market like Australia? We are just the mugs that play around the edge of their much larger game! Luckily many of us are BUY and HOLD for this stock and are saved somewhat from the gamers.
I couldn't believe when working in the US some time ago - how powerful and influential were the big merchant banks/stock broking houses like the Morgan Stanleys were. Many fringe stocks seem to live or die on their prognostications. So for really positive share price action I reckon we will have to wait till these large international broking houses have finished with their games and then announce something we all knew - that Lynas is a great buy and we should all be buying up to $2.25! Then they can start their cycle again - and move into the 3rd quarter of a 4 quarter match. I've given up using any of the normal news and metrics of trying to put a value on this stock - I'll just wait for the Broker upgrades!
Sorry about the rambling post - I think its mainly therapy for me - but I've got to do something whilst the plane I'm on sits on the tarmac for the past 80 minutes.
As always GL and DYOR (but maybe wait for the upgrades - it will save a lot of time).
http://www.theaustralian.com.au/business/opinion/persistence…
Persistence pays for Curtis with rare earth bonanza
Matthew Stevens From: The Australian November 26, 2010 12:00AM
IN October 2001, Nick Curtis, a long-time metals trader just recently home to Sydney after 10 years in China.
...
übersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…
@ noch einen schönen Abend
Grüsse JoJo
http://www.hotcopper.com.au/post_single.asp?fid=1&tid=131765…
just who or what is running our share price? (TheFreoDoc)
Forum: ASX - By Stock (Back)
Code: LYC - LYNAS CORPORATION LIMITED ( $1.64 | Price Chart | Announcements | Google LYC)
Post: 6006008 (Start of thread) Views: 185
Posted: 25/11/10 22:27 Stock Price (at time of posting): $1.64 Sentiment: LT Buy Disclosure: Stock Held From: 203.59.xxx.xxx
----------------------------------------------------------------------------------------------------------------
Been away working in Asia - but in obviously in touch through HC on the current thoughts of posters regarding Lynas. Some great posts and only 3 on ignore - so thanks guys.
I've been trying to get straight in my mind just exactly who or what is really the major influence on our rather erratic SP. From a chemist's point of view I have posted before about what I had believed to be the most difficult task facing Lynas - not the marketing and pre-selling of product - not the digging out of the ground of raw REEs - not the concentration plant at Mt Weld - it's the LAMP plant in Malaysia! As the news about its status is still very positive I would have thought this is the last major hurdle.
It really is a hurdle - I can't emphasize enough how difficult the literally 100s of chemical steps in the process(es) are - and that doesn't include the possible production of semi-processed alloys that combine rare earths with other materials - the so called "tailor-made" products that would be so much more valuable for Lynas to sell.
Over the next couple of years it will cost nearer a billion dollars US for another company to set up from scratch what Lynas is doing in Malaysia ... so the importance of the LAMP is critical. It will not surprise me if more money is needed and that there will be some delays (hopefully not too long)in getting it "right". The latest news from Japan may help here. Around that time (later next year) there may well be some SP reaction.
BUT - I'm wrong! It's not whatever Lynas is doing (or not doing)- I strongly believe our SP is pretty well totally in the hands of the JP Morgans and Deusche Banks of this world.
As large institutional buyers and sellers - as well as the sources of highly valued Broker Reports - how can they lose in a relatively small stock like Lynas in a very small stock market like Australia? We are just the mugs that play around the edge of their much larger game! Luckily many of us are BUY and HOLD for this stock and are saved somewhat from the gamers.
I couldn't believe when working in the US some time ago - how powerful and influential were the big merchant banks/stock broking houses like the Morgan Stanleys were. Many fringe stocks seem to live or die on their prognostications. So for really positive share price action I reckon we will have to wait till these large international broking houses have finished with their games and then announce something we all knew - that Lynas is a great buy and we should all be buying up to $2.25! Then they can start their cycle again - and move into the 3rd quarter of a 4 quarter match. I've given up using any of the normal news and metrics of trying to put a value on this stock - I'll just wait for the Broker upgrades!
Sorry about the rambling post - I think its mainly therapy for me - but I've got to do something whilst the plane I'm on sits on the tarmac for the past 80 minutes.
As always GL and DYOR (but maybe wait for the upgrades - it will save a lot of time).
http://www.theaustralian.com.au/business/opinion/persistence…
Persistence pays for Curtis with rare earth bonanza
Matthew Stevens From: The Australian November 26, 2010 12:00AM
IN October 2001, Nick Curtis, a long-time metals trader just recently home to Sydney after 10 years in China.
...
übersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…
@ noch einen schönen Abend
Grüsse JoJo
Antwort auf Beitrag Nr.: 40.590.165 von Fuenfvorzwoelf am 25.11.10 14:04:50vergiß nicht com res, die SCHWERE seltene erden gemeldet
Antwort auf Beitrag Nr.: 40.590.165 von Fuenfvorzwoelf am 25.11.10 14:04:50Die korrekte chemische Bezeichnung lautet Seltenerdmetalle.
Seltene Erden:
Der Begriff sollte eigentlich heißen:
"Selten verfügbare Erden". Es geht ja nicht um die Vorkommen, es gibt massig davon.
Ich kann nur alle davor warnen, in SE-Explorerwerte zu investieren. Die meisten sind lediglich Trittbrettfahrer, die es wie den neuen Markt gemäß rauskegeln wird. Die einzigen Firmen, die m.E. Potenzial haben, sind 1. Lynas, 2. Lynas und 3. Arafura oder/und Molycorp.
Der Grund: Lynas baut eine Produktionsanlage, die es außerhalb Chinas nicht mehr gibt. Arafura und Molycorp wollen auch eigenen Anlagen und haben fast/bald die Mittel und Möglichkeiten.
Wenn man SE vorne reinschüttet in so ne Anlage, dann dauert der Prozess 3 Monate, bis hinten brauchbares Material rauskommt. Jedenfalls hab ich das so gelesen. Das heißt, dass es viele Förderer geben wird, aber so gut wie keinen, der mit dem Geförderten was anfangen kann.
Lynas hat genug Material, an dem liegt das nicht mit der Produktion. Die werden auch nicht anfangen, wie wild Erze aufzukaufen, wo sie doch selber soviel haben. Also, die meisten Projekte sind Luftnummern und Zockerbuden. Man kann viel rausbuddeln und da liegt es dann rum. Und wenn klar ist, dass das nix wert ist, dann geht der Kurs wieder auf Null.
Nur meine Meinung. Aber ich dachte, das muss mal gesagt werden, bevor hier irgendwann das Heulen losgeht. Man kann natürlich im Hype mit Zockerbuden viel verdienen. Das muss auch gesagt werden. Aber das Risiko sollte bekannt sein.
lg Matze
Der Begriff sollte eigentlich heißen:
"Selten verfügbare Erden". Es geht ja nicht um die Vorkommen, es gibt massig davon.
Ich kann nur alle davor warnen, in SE-Explorerwerte zu investieren. Die meisten sind lediglich Trittbrettfahrer, die es wie den neuen Markt gemäß rauskegeln wird. Die einzigen Firmen, die m.E. Potenzial haben, sind 1. Lynas, 2. Lynas und 3. Arafura oder/und Molycorp.
Der Grund: Lynas baut eine Produktionsanlage, die es außerhalb Chinas nicht mehr gibt. Arafura und Molycorp wollen auch eigenen Anlagen und haben fast/bald die Mittel und Möglichkeiten.
Wenn man SE vorne reinschüttet in so ne Anlage, dann dauert der Prozess 3 Monate, bis hinten brauchbares Material rauskommt. Jedenfalls hab ich das so gelesen. Das heißt, dass es viele Förderer geben wird, aber so gut wie keinen, der mit dem Geförderten was anfangen kann.
Lynas hat genug Material, an dem liegt das nicht mit der Produktion. Die werden auch nicht anfangen, wie wild Erze aufzukaufen, wo sie doch selber soviel haben. Also, die meisten Projekte sind Luftnummern und Zockerbuden. Man kann viel rausbuddeln und da liegt es dann rum. Und wenn klar ist, dass das nix wert ist, dann geht der Kurs wieder auf Null.
Nur meine Meinung. Aber ich dachte, das muss mal gesagt werden, bevor hier irgendwann das Heulen losgeht. Man kann natürlich im Hype mit Zockerbuden viel verdienen. Das muss auch gesagt werden. Aber das Risiko sollte bekannt sein.
lg Matze
Durchsuchen
23.01.24 · kapitalerhoehungen.de · BASF |
22.01.24 · wallstreetONLINE Redaktion · Lynas Rare Earths |
08.08.23 · nebenwerte ONLINE · Lynas Rare Earths |
21.06.23 · Konstantin Oldenburger · Lynas Rare Earths |