LYNAS - auf dem Weg zu einem Rohstoffproduzent von Hightech-Rohstoffen (Seite 5101)

[JoJo49]

Ein Diskussionsbeitrag von Heute aus dem australischem HC-Thrad zu Lynas: http://www.hotcopper.com.au/post_single.asp?fid=1&tid=118193…
lynas, a sleeping giant! (Taurisk)
Forum: ASX - By Stock (Back)
Code: LYC - LYNAS CORPORATION LIMITED ( 50.5c | Price Chart | Announcements | Google LYC)
Post: 5407688 (Start of thread) Views: 154
Posted: 31/05/10 09:47 Stock Price (at time of posting): 50.5c Sentiment: Hold Disclosure: Stock Held From: 58.105.xxx.xxx
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Hi Nursery, Lori, Agathos, Dani1 and Reganbaha

Hope I remembered all your names. But thankyou for all your very informative posts.

Over the weekend I have read some more company announcements and reports off my Comsec website and the company website. I came away feeling that Lynas has a bright future and will be actively selling a large variety of products via Malaysia to an international market (pity they couldn't set up a plant in Australia, this is what our government(s) should be supporting).

Under my previous subject header 'What has Lynas achieved in 23 years' you have all spelt out the reasons for a HOLD/BUY of Lynas and I feel now that header is unworthy of Lynas - hence I changed it in this post.

I believe buying into this company at this level is a bit like being in on a company like BHP at the very beginning. It may even be better; with the increasing use of rare earths in all modern technology, particularly communications and environmental, we could see a fast appreciation of s.p. - all things going well, of course.

Reganbaha: thanks for correcting me; I must do a lot more basic research and analysis.

Cheers

Taurisk

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What are their prices?
http://www.lynascorp.com/page.asp?category_id=1&page_id=25
15.94 US$/kg
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u.a.ein Video über Lynas Corporation (ASX:LYC) mit Matthew James

http://www.abnnewswire.net/


Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 39.597.285 von VirtualNormann am 28.05.10 07:57:19

Danke, da kann ich mich nur anschließen!

Grüsse JoJo


PS: zum Thema Rohstoffsteuer in Australien

Australien
Geordneter Rückzug bei den Plänen für neue Rohstoffsteuer?

Geschrieben von Redaktion • 27. Mai 2010

Nach massiver Kritik an ihrer geplanten Rohstoffsteuer könnte sich in der australischen Regierung etwas bewegen. Nach Medienberichten sind Gerüchte im Markt, dass an den Steuerplänen noch deutliche Korrekturen erfolgen könnten.

Die Gerüchte sorgen am Donnerstag für steigende Kurse vor allem bei solchen Minenaktien, die sich massiv auf dem australischen Kontinent in der Förderung von Rohstoffen engagieren. So steigt zum Beispiel die Aktie von BHP Billiton (WKN: 850524) um 3,1 Prozent. Die Papiere von Rio Tinto (WKN: 852147) legen 4,4 Prozent zu. Bei Xstrata (WKN: 552834) geht es um 3,7 Prozent nach oben, während Macarthur Coal (WKN: 675540) um 4,2 Prozent zulegen kann – hier hatte es zuletzt aufgrund der geplanten Steuer eine Senkung des Übernahmeangebotes durch die US-Company Peabody Energy (WKN: 675266) gegeben. Die Aktien zeigen sich damit in einem freundlichen Marktumfeld überproportional stark im Plus.

Hintergrund für die Entwicklung sind Berichte zweier australischer Zeitungen. Demnach könnte der Premierminister des Landes, Kevin Rudd, bereit sein, die Hürde für die Erhebung der von der Branche so stark kritisierten Steuer deutlich anzuheben. Mit der Steuer will der Staat Gewinne aus dem Minengeschäft abschöpfen, die seiner Meinung nach unverhältnismäßig hoch sind. Derzeit wird die „Profit-Grenze“ bei einer Gesamtkapitalrendite rund 5,3 Prozent gesehen.

Nun könnte diese Grenze wesentlich höher angesetzt werden. In den Berichten der australischen Medien ist von bis zu 12 Prozent als Hürde bei der Gesamtkapitalrendite die Rede, ab der die Steuer erhoben werden soll. Von Seiten der australischen Regierungsstellen gibt es zu den Berichten keine aussagekräftigen Kommentare, die Licht ins Dunkel der Gerüchteküche bringen.

Zuvor hatte es massive Kritik an den Plänen der Rudd-Administration gegeben. Vielfach wurde von Seiten der Minenbetreiber mit dem Rückzug oder den Stopp von Investitionen gedroht. Jüngst sprach Tom Albanese, Unternehmenschef von Rio Tinto, offen Kritik auf und warte Australiens Politiker vor den Folgen. Die Steuer, die im Jahr 2012 in Kraft treten soll, erhöhe die Risiken und Kosten bei Minenprojekten, schädige zudem den Ruf Australiens als Standort der Bergbauindustrie.

Mit dem ersten Entgegenkommen, dass sich hier anbahnen könne, dürfte die Minenindustrie in Australien sich aber kaum zufrieden geben. Selbst eine erhöhte Hürde für die Erhebung der Steuer würde dem Umfeld für Investitionen in den Bergbausektor Australiens langfristig Schaden zufügen, glaubt man bei Xstrata. Medienberichten zufolge wünscht man sich in den Chefetagen der Minen-Konzerne eine ergebnisoffene Debatte über alle Punkte der „Supersteuer“. Ob die australische Regierung dazu tatsächlich bereit ist, bleibt auch nach den heutigen Berichten abzuwarten.

[websin]

Antwort auf Beitrag Nr.: 39.597.285 von VirtualNormann am 28.05.10 07:57:19

Super! Immer mal schön ein Gesicht zum Invest zu sehen
+ Inhalt

[jrsh]

Rush for rare metals heating up amid climate change, economic growth

http://mdn.mainichi.jp/features/news/20100528p2g00m0dm027000…

[VirtualNormann]

FINANCE VIDEO: Lynas Corporation (ASX:LYC) VP Business Development Matthew James Talks To Brian Carlton on Rare Earth Projects

http://www.abnnewswire.net/multimedia/en/62969/FINANCE_VIDEO…

[jrsh]

drücken wir mal alle die Daumen, dass der DJ und der € ihre Gewinne halten und nicht wieder im Nachmittagshandel abschmieren!!!

[frankenstein73]

(Reuters) - Australia left open the possibility of watering down its proposed 40 percent mining tax on Thursday after newspapers said it was prepared to change the way the tax is calculated in order to pacify miners.

Business

A government spokesman, when asked about the press reports, declined to comment directly on them and referred Reuters instead to Treasurer Wayne Swan's latest comments that he was going ahead with the "tax framework," with details subject to consultation.

The Australian dollar fell almost half a cent on the reaffirmation of the government's stance, which has sparked angry warnings from miners that Canberra risks damaging the country's biggest export industry and destroying jobs and investment.

The Australian and The Sydney Morning Herald newspapers said Prime Minister Kevin Rudd planned to stick with his 40 percent tax rate on windfall mining profits, but was moving to soften the blow by changing the definition of a windfall or "super" profit.

"The government is preparing to lift the threshold definition of a super profit ...," The Australian said in a front-page report headlined "Rudd to backflip on mining rate."

The government currently defines a windfall profit as anything that exceeds a return on assets of about 5.3 percent, the equivalent of the 10-year bond yield. That could be more than doubled to 12 percent, the press reports said.

The reports, published on Web sites overnight, sent UK-listed shares of major miners Rio Tinto (RIO.AX) (RIO.L), BHP Billiton (BHP.AX) (BLT.L) and Xstrata (XTA.L) surging. They also helped push the Australian dollar to an offshore high of $0.8390.

The proposed tax, due to come into effect in mid 2012, has angered the mining industry, which accounts for roughly half of all Australian exports.

But the changes envisaged in Thursday's newspaper reports may not be enough to mollify the miners. Xstrata, one of the largest coal miners in Australia, confirmed as much.

"Tinkering at the margins will not avoid the significant long-term damage this tax could do to mining investment in Australia," Chief Executive Mick Davis said in an e-mail to Reuters, denying Canberra was consulting genuinely with miners.

"The government needs to do what it should have done all along and enter into a full and open consultation with the industry where every aspect of the super tax is open for debate."

The architect of the mining tax, government treasury official Ken Henry, said on Thursday that he was unaware of any move to change the definition of a windfall profit.

"I'm not aware of any such change being contemplated," Henry told a parliamentary committee. "But if such a change were to be made, and no other offsetting change were to be made, then of course the impact on the budget would be negative..."

The tax is the centrepiece of Rudd's campaign for re-election at polls expected around October. It underpins his vow to return the budget to surplus by 2012-13, to cut the company tax rate and to indirectly fund another pledge to boost retirement incomes.

(Additional reporting by Mark Bendeich in SYDNEY and Eric Onstad and Dominic Lau in LONDON; Editing by Ed Davies)

schönen ,hoffentlich grünen,Tag noch an Alle

[Fuenfvorzwoelf]

Elektroauto Leaf
Nissans Kampfpreis schockiert die Branche

Stromer zum Spartarif: Nissans Elektroauto Leaf wird in den USA inklusive Ökorabatt kaum mehr kosten als ein herkömmlicher Benziner. Der Kundenandrang ist immens, die Konkurrenz verdattert.

Das wohl einzige Elektroauto, das bislang für einen ähnlichen Hype sorgte wie Nissans Leaf, war der Akkuflitzer Tesla Roadster. Zwischen den beiden Fahrzeugen gibt es freilich einen gravierenden Unterschied: Während der elektrifizierte Sportwagen aus dem Silicon Valley nur in homöopathischen Stückzahlen gebaut wird und mit einem Preis von 111.000 Dollar für Normalverdiener viel zu teuer ist, soll der Leaf das erste Elektroauto für jedermann werden.

http://www.spiegel.de/auto/aktuell/0,1518,696532,00.html

[frankenstein73]

Antwort auf Beitrag Nr.: 39.585.056 von wongaflua am 26.05.10 13:24:47

Hi wongaflua,
da Du den von mir geposteten Beitrag angesprochen hast möchte ich
nur 2 Dinge anfügen.

1.Das Gold begrenzt ist,hat sich auch schon rumgesprochen ,
- ist Öl aber auch - und trotzdem gibts bekanntlich so Automaten an denen man durchaus Erdölprodukte käuflich erwerben kann...

2.)Der von mir gepostete Beitrag ist einfach eine 1:1 Kopie
eines Artikels der in der Zeitschrift"Die Rohstoff-Woche"
erschienen ist

Also dann,
schönen Gruß
- hoffen wir morgen auf etwas Grün

[frankenstein73]

Da kommt scheinbar Bewegung in die Sache...

eben beim googeln gefunden:

Good policy the winner as Labor rethinks its tax From:
The Australian May 27, 2010 12:00AM

Increase Text SizeDecrease Text SizePrintEmail Share
Add to DiggAdd to del.icio.usAdd to FacebookAdd to KwoffAdd to MyspaceAdd to NewsvineWhat are these?The government is on the right track on resources
THE Rudd government's move to redesign its mining tax is sensible and should ensure the resources sector remains the powerhouse of the Australian economy. The proposal, which comes after almost a month of ferocious brawling between miners and Canberra, is in line with the model The Australian has outlined in recent days. Lifting the profit threshold from 6 per cent to a more realistic level of around 11 per cent and dropping the ill-conceived notion of underwriting up to 40 per cent of miners' losses, would bring the onshore rents tax broadly into line with the offshore petroleum tax.

This is good policy and should have been the approach from the start. That the government has still not convinced the miners to accept the deal is a legacy of the cockeyed way it has handled this vital reform process. That it has been forced to review the 40 per cent resource super-profits tax so extensively in such a febrile political atmosphere underlines the government's problems in managing policy change. A broad consensus for replacing state-based royalties with a nationally collected tax on "rents" was in place before the RSPT was announced. Even the miners accept they should pay more tax and that a tax on profits, rather than royalties imposed on production, is more efficient and better for the stability of the sector. Labor's triumph was to detonate that consensus and polarise the debate in an election year. The government's failure to identify the pitfalls in the model championed by Treasury secretary Ken Henry damaged its reputation and threatened to frighten off global investors.

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The miners, who felt they had been short-changed by the lack of consultation with Canberra before the tax was announced as a fait accompli, may feel that they still have leverage. There may be some details in the model - such as its universal application across all minerals - that require more negotiation. But the companies would be advised to give way on their remaining key complaint over retrospectivity. In fact, there are dangers in not applying the tax retrospectively, the most obvious being that it would pull capital into existing mines, such as in the Pilbara, and away from new operations in other regions.

The miners have had a victory in the government's move to drop the notion of taxpayers becoming "silent partners" in mining operations by underwriting up to 40 per cent of costs and then taking 40 per cent of the "super profits". This may have looked like a beautiful concept on paper but has been ridiculed in the real world of business: it is not valued by financiers or the mining companies - not even the small explorers. By jettisoning this part of the scheme, the government would be able to lift the threshold to a level that would yield a much fairer rate of tax.

The debate is now at the stage it should have been weeks ago. This model will make sense to voters who will make the connection with the petroleum resource rents tax and expect the mining companies to come to the party. In parliament yesterday, the government began refining its lines around the way the RSPT will pay for tax cuts for small business. Its sales job would have been much easier if it had done the policy work on this tax before it announced such a vital piece of economic reform.


Denke mir,dies könnte sich morgen durchaus auf die Kurse auwirken.
MFG