LYNAS - auf dem Weg zu einem Rohstoffproduzent von Hightech-Rohstoffen (Seite 5188)

[ambrosio]

Toyota fertigt Steckdosenhybrid

Der japanische Autobauer will ab 2011 preiswerte Vollhybrid-Pkw auf den Markt bringen und damit seine Rolle als Platzhirsch im Hybridgeschäft ausbauen. Toyotas Rivale General Motors will in Kürze mit einem eigenen Modell nachziehen.
....

http://www.ftd.de/auto/neuvorstellungen/:marktfaehig-ab-2011…

[JoJo49]

Antwort auf Beitrag Nr.: 38.553.062 von JoJo49 am 11.12.09 17:31:14

Habe ich doch glatt vergessen, die aktuellen Werte über Lynas, wie natürlich auch alle anderen australischen Werte, kann man immer auf der folgenden Seite abrufen.

http://www.tradingroom.com.au/apps/qt/quote.ac?section=quote…


Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 38.552.507 von Guru_87 am 11.12.09 16:36:38

Schau mal von wann die Aussage ist (09.02.2007)


News bzw. Schlagzeilen über "Seltene Erden"
http://www.indmin.com/Article/2355636/Rare-earths-waiting-fo…


Grüsse JoJo

[sailor888]

Antwort auf Beitrag Nr.: 38.552.772 von sailor888 am 11.12.09 17:04:17

sollte heissen: www.onvista.de lynas eingibst

[sailor888]

Antwort auf Beitrag Nr.: 38.552.507 von Guru_87 am 11.12.09 16:36:38

Wenn Du bei ovista.de lynas eingibts, findest Du die aktuellen Zahlen nach KE:

Marktbetrachtung LYNAS CORP

Marktkapitalisierung 565,99 Mio EUR
Anzahl Aktien 1.655.249.093 Stk.

[Guru_87]

Antwort auf Beitrag Nr.: 38.549.722 von JoJo49 am 11.12.09 10:54:38

Hallo JoJo,

stimmt das mit der Marktkapitalisierung von 190 Mio US$?

Ich dachte Lynas hätte über 1 Milliarde Aktien auf dem Markt (btw wo

kann man das nachschauen?)?

Danke und viele Grüße, Guru87

[schniddelwutz]

Antwort auf Beitrag Nr.: 38.549.722 von JoJo49 am 11.12.09 10:54:38

auch ein schönes we - nach der meldung kann man das beruhigt machen

[JoJo49]

http://feeds.bignewsnetwork.com/?sid=575747

Friday 11th December, 2009

Panasonic takes large chunk of Sanyo
--------------------------------------------------------------------------------

Big News Network.com Thursday 10th December, 2009

Japan's giant Panasonic Corp has announced the acquisition of 50.2 percent of Sanyo Electric Co.

Sanyo, the world's largest rechargeable battery maker, became part of Panasonic for the price of US$4.6 billion, after Sanyo's top three shareholders agreed to sell some of their holdings.

Customers for Sanyo's hybrid car batteries include Honda, Ford and PSA Peugeot Citroen.

Panasonic has a joint venture deal with Toyota to develop and make hybrid and electric car batteries.

http://translate.google.com/translate?js=y&prev=_t&hl=de&ie=…


Auch hier sind französiche Unternehmen (PSA) wieder dabei.
Da wundert man sich nicht das der neue COO von Lynas ERIC NOYREZ von Rhodia kommt.
Schon 2007 hat der Heise Bericht darauf hingewiesen das Lynas einen langfristigen Liefervertrag mit dem französischen Spezialchemieunternehmen Rhodia abgeschlossen hat.

http://www.heise.de/tp/r4/artikel/24/24602/1.html
...
...
Die Mt. Weld Lagerstätten (ca 25 % Lanthanoxide, cac. 45 % Ceroxide sowie 20 % Neodymoxide) sind die weltweit größte Fundstätte von "Seltenerdmetallen", wobei diese sogar in der Lage wären über einen Zeitraum von 30 Jahren 20 % der weltweiten Nachfrage zu decken. Somit dürfte Lynas in den nächsten Jahren in der Spitze etwa 75 bis 100 Millionen USD pro Jahr verdienen. Aktuell beträgt die Börsenkapitalisierung etwa 190 Millionen USD. Dies entspräche, wenn der heutige Kurs herangezogen wird, in etwa einem Kurs-/-Gewinn-Verhältnis von 1,4 bis 2,7. Besonders interessant an der Strategie von Lynas ist, dass das Unternehmen die vertikale Integration vorantreibt. Es will nicht nur als einer der weltweit größten Lieferanten, sondern auch als Weiterverarbeiter auftreten. Zur Absicherung dieser Strategie hat Lynas einen langfristigen Liefervertrag mit dem französischen Spezialchemieunternehmen Rhodia abgeschlossen.
...
...
.


@ ein schönes WE

Grüsse JoJo

[JoJo49]

Das bei den sogenannten Analysten/Fachleuten/Experten auch nationale Interessen immer wieder eine wichtige Rolle spielt, kann man IHMO am folgenden Artikel deutlich erkennen kann.
Der hat scheinbar von Arafura noch nie etwas gehört bzw. ist im Hinblick auf Lynas weit vom aktuellem Stand entfernt. (was ich natürlich nicht glaube)

Grüsse JoJo


http://www.resourceintelligence.net/rare-earth-interview-wit…

Rare Earth Interview with Analyst John Kaiser
By admin · December 9, 2009 · 2:54 pm · 1 Comment

Episode 4, Part 1
By Doug Hadfield, resourceINTELLIGENCE TV

Of the many aspects of a rare earth deposit vital to its success, John Kaiser of Kaiser Bottom Fish Online argues that there are three deal breakers. These three things, when assessing the quality of potential resource investments in the smoking hot rare earth sector, should be meticulously scrutinized. In the order that John told them to me on our latest episode of resourceINTELLIGENCE TV, these essential attributes are rock value, tonnage footprint and distribution of metals.

John is known as a mining maven with 25 years experience in the resource investment sector. His investments calls have over the years netted him a broad following of investors. As a result, John speaks regularly on the conference circuit, from San Fransisco to Zurich. Between now and next September, John is scheduled to speak at more than 25 conferences.

For example, John’s assessment of Quest Uranium’s (TSXV: QUC) Strange Lake project, which helped to put the company on many serious investors’ radar back in April 2009, gave “an astonishing rock value of US $304 per tonne for those samples Quest plucked from the main outcrop of the Strange Lake deposit.”

In our interview, John also mentions a number of other rare earth prospects for investors, such as Great Western Minerals (TSXV: GWG) and Avalon Rare Metals (TSXV: AVL). Each company has its merits. Investors must sift through the data and make intelligent choices.

The rare earth story is relatively new to most investors. Most by now know that China controls somewhere between 90 and 98 percent of the global supply of rare earth material. There really aren’t any functioning rare earth mines outside of China today. Rare earths are used in some of the fastest growing manufacturing sectors, including wind turbines, cell phones and hybrid electric vehicles, to name just a few.

Here’s a brief backgrounder on why the fundamentals for rare earths are what they are today: red hot. Every good story has an ample source of tension. The rare earths story abounds with the stuff.

To wit: Gasoline is quickly becoming passe. Within a few decades, most new vehicles will not be run directly from greenhouse gas emitting substances like petroleum-based fuels but rather a combination of fuel and electricity or something else entirely. There are simply too many reasons why this is so: Peak oil, global warming and oil-fueled wars being the three most obvious causes of triple digit oil costs.

Then there is the race for the prize: He who controls the means, will largely control the process. And the means is technology and rare earths. As I stated earlier, China controls almost all the rare earth production in the world.

Add to that that China has also stated that it will cease providing the world with rare earth metals and instead begin manufacturing its own hybrid vehicles. The New York Times wrote an excellent piece on that here. I’ll borrow a couple of paragraphs to illustrate the point:

“China wants to raise its annual production capacity to 500,000 hybrid or all-electric cars and buses by the end of 2011, from 2,100 last year, government officials and Chinese auto executives said. By comparison, CSM Worldwide, a consulting firm that does forecasts for automakers, predicts that Japan and South Korea together will be producing 1.1 million hybrid or all-electric light vehicles by then and North America will be making 267,000.

“The United States Department of Energy has its own $25 billion program to develop electric-powered cars and improve battery technology, and will receive another $2 billion for battery development as part of the economic stimulus program enacted by Congress.”

The problem is not that China wants to dominate the market. China’s problem is a very practical one that concerns growth: It’s difficult to move a billion people around cities and towns without a steady supply of fuel. Since China has little oil and practically the entire global supply chain of rare earths, it makes sense for China to take battery powered route.

Now consider that Toyota is and wants to remain the global leader of hybrid electric manufacturing and sales. In 2006, Toyota controlled over 91% of the hybrid market in Europe and 70% in the US.

To put it into perspective, in 2007 Toyota announced that it had sold 1 million hybrid vehicles for the first time. Two years later, on August 1st 2009, the company announced its annual sales of hybrid vehicles had doubled again to 2 million.

In every one of those 2 million hybrid vehicle batteries is approximately 25kg of rare earth metals, including dysprosium and neodymium. That means 50 million kg or 110 million pounds of the various rare earths.

Another example: According to aggregateresearch.com, a utility scale wind turbine uses more than a ton of heavy-duty and lightweight magnets, 700 pounds of which is neodymium. According to the American Wind Energy Association, in the US “wind turbine and turbine component manufacturers announced, added or expanded 70 new facilities in the past two years, including over 55 in 2008 alone.” The rate of growth of this sector is astonishing.

Now let’s come back to China. Here’s an excerpt from a Wikipedia article: “Nearly all the rare earth elements in the world come from China, and many analysts believe that an overall increase in Chinese electronics manufacturing will consume this entire supply by 2012.”

This last phrase is in itself remarkable: If China were to consume its entire supply of rare earths by 2012, the world would not be able to produce another rare earth-fueled hybrid or electric vehicle — unless there suddenly appeared another source of rare earths. There are alternatives, yes, but the heavy rare earths in particular allow for long life batteries that make battery-powered travel a viable alternative to petroleum powered travel.

The Wikipedia entry continues: “In addition, export quotas on Chinese Rare Earth exports have resulted in a generally shaky supply of those metals. A few non-Chinese sources such as the advanced Hoidas Lake project in northern Canada as well as Mt Weld in Australia are currently under development; however it is not known if these sources will be developed before the shortage hits.”

And that, really, is the crux of this week’s episode of Resource Intelligence TV. We’ve interviewed two of the fastest moving companies in this sector. One, GWG, has two projects near production and could be the first REE producer outside China! The other, QUC, has a large deposit already but based on preliminary drilling could be sitting on one of the biggest.

http://translate.google.com/translate?js=y&prev=_t&hl=de&ie=…

[howards2014]

http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=473672

Das ist eine Hammermeldung; da hat Lynas das große Los gezogen und die Franzosen werden mit Rhodia und einer sicheren Rohstoffversorgung an den deutschen Autobauern locker vorbeiziehen.
Glückauf howards2014