LYNAS - auf dem Weg zu einem Rohstoffproduzent von Hightech-Rohstoffen (Seite 5204)

[schniddelwutz]

Antwort auf Beitrag Nr.: 38.339.833 von VirtualNormann am 06.11.09 23:59:27

wenn du viel lachen willst, dann zieh dir mal die dt.übersetzung rein:....wenn ihr broker einen anständigen,ausländischen schreibtisch hat und gebürh zuviel in der fachkommission...

[VirtualNormann]

Keine Ahnung, wie ernst man die Quelle (http://www.moneyshow.com/investing/Jubak_Picks_Portfolio.asp…) nehmen kann...

"Buy Lynas (LYSCY)

Lanthanum. Neodymium. Dysprosium. Terbium. The words don’t exactly roll off the tongue. But they’re the names of four of the seventeen rare earth elements. You can’t build a Prius, an accurate missile, or a wind turbine without them. And we’re not talking about trace amounts of these elements either. The electric motor in a Toyota Prius uses about two pounds of neodymium in its permanent magnets. Each Prius battery also uses 20 to 30 pounds of another rate earth, lanthanum. The huge magnets in wind turbines use about a ton of neodymium for every one megawatt of generating capacity. (For more on rare earth minerals, see this September 11 post .)

China controls about 95% of the global supply of rare earth minerals. And until September 24, China Non-Ferrous Mining looked like it was going to buy 52% of Lynas (LYSCY), the Australian company that owns the world’s richest rare earths deposit. But Australian regulators said no to any deal that gave Chinese investors majority control and China Non-Ferrous Mining walked away. That left Lynas scrambling to find alternative financing. The company finally did in early November, and now it can move ahead with construction of a concentrating plant to do initial processing of the 773,300 metric tons of ore the company has stock piled at the site of its mine, as well as with the construction of an advanced processing plant in Malaysia that produce rare earth minerals ready for export. (For more on the details of that financing, see this corresponding post.)

You can buy either the Australian shares (LYSCF) that traded for 46 cents a share on November 6 if your broker has a decent foreign desk and doesn’t charge too much in commission for an overseas purchase or the US American depositary receipts (ADR: LYSCY) trading at $22.25 on November 6. That’s easier and cheaper, but the ADRs don’t trade with much volume, so you need to be careful and use limits when placing an order. The shares and the ADRs are weighted so you get the same stake of the company no matter what you buy. And despite the low Australian price per share, Lynas isn’t a penny stock. The company has a market capitalization of $595 million.

As of November 6, I’m adding shares of Lynas to Jubak’s Picks with a target price of $29 a share by October 2010."

[JoJo49]

http://www.metal-pages.com/news/story/43143/

Friday 6 November 2009

Rare earth weekly roundup --- Pr-Nd steady, La and Dy firming

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BEIJING (Metal-Pages) 06-Nov-09. Prices for praseodymium/neodymium have remained relatively stable over the past week following the sharp rise at the end of October.

However there has been a significant increase this week in prices for rare earth carbonate in northern China and medium yttrium and rich europium rare earth concentrates in southern China, and supplies have been tight. Meanwhile, prices for the oxides of dysprosium and lanthanum have continued to firm over the past week, and market players have been bullish in their forecasts.

Menwhile in an interview this week, Mr. Xu Guangxian, professor at Peking University and a revered expert on rare earths, said the Chinese government should use its foreign currency reserves to buy and stockpile rare earths and thorium in order to protect strategic reserves and support domestic producers.

PRASEODYMIUM/NEODYMIUM

Prices for praseodymium/neodymium have been holding steady over the past week, with some small transactions reported at about Rmb145,000/tonne ($26,600/tonne). Some Chinese market players suggested that prices might see another slight increase in the remainder of the month.

Transactions for the 99% rare earth metal have been reported at about Rmb145,000/tonne, and a few producers reported having traded some metal at Rmb147,000-148,000/tonne ($26,967-27,151/tonne) in the last few days. Prices for 99% praseodymium/neodymium oxide have been holding at about Rmb105,000/tonne ($17,721/tonne).

Market sources suggested that prices might increase slightly again before December, on the back of the rise in prices of rare earth concentrates and the expected improvement in downstream consumer buying.

There are also suggestions that if a major ...


Grüsse JoJo

[websin]

Antwort auf Beitrag Nr.: 38.338.579 von schniddelwutz am 06.11.09 19:53:18

ähm... ich zitiere mal (ungerne) g.westerwelle: "da wir hier in deutschland sind..."
...hätte ich gerne den € kurs

[schniddelwutz]

Antwort auf Beitrag Nr.: 38.338.313 von websin am 06.11.09 19:17:15

da wurde einiges umgestellt -börse stuttgart im viereck habe ich früher auch nicht gehabt. aber ist gut so

[Optimist_]

Antwort auf Beitrag Nr.: 38.332.550 von schlumpftrader am 06.11.09 08:35:05

Da seltene Erden, speziell wahrscheinlich Gadolinium, nur eher schwer ohne richtige Lieferkette und teuer zu bekommen ist, wird so ein Weg von der Industrie erst mal nicht weiterverfolgt nehme ich an. Würde man Erfolg haben und sich das Ganze durchsetzen, es also in Grossproduktion gehen würde, dann hätte man ein Rohstoffproblem.

Hier auch noch einmal was Grundsätzliches aus wikipedia. Es geht um paramagnetische Salze.

http://de.wikipedia.org/wiki/Magnetische_K%C3%BChlung

http://de.wikipedia.org/wiki/Neodym-Eisen-Bor

Adiabatische Entmagnetisierung paramagnetischer Salze

Die Kühlung durch adiabatische Entmagnetisierung paramagnetischer Salze (z. B. von CMN - Cer-Magnesium-Nitrat) war die erste Methode, mit der Temperaturen im Bereich von einigen Millikelvin (10 − 3 Kelvin) erreicht werden konnten. Sie wurde bereits 1926 von Debye bzw. 1927 durch Giauque vorgeschlagen und nutzt die magnetischen Momente der Elektronen. Die Methode wurde jedoch seit der Entwicklung der 3He-4He-Entmischungskühlung weitgehend abgelöst, da diese im Gegensatz zur magnetischen Kühlung kontinuierlich arbeitet.

...und Cer hat Lynas ja auch mehr als genügend.

[websin]

seit wann wird hier im lyc-forum der usd-kurs angezeigt???

[schniddelwutz]

mal was anders für euch alle grtais t-shirt bis 8.11.2009 www.activisten.dedann auf das bild klicken und bestellen.hab schon eines 100 % baumwolle.versandkosten außerhalb brd 5,5o€.ist es wert schönes we

[JoJo49]

Antwort auf Beitrag Nr.: 38.334.144 von Fuenfvorzwoelf am 06.11.09 11:41:07

http://www.hotcopper.com.au/post_single.asp?fid=1&tid=103337…

Kommentar von einem User aus dem HC vom 06.11.2009:
re: why and when is the share price moving north!! (topwon)
Forum: ASX - By Stock (Back)
Code: LYC - LYNAS CORPORATION LIMITED ( 47c | Price Chart | Announcements | Google LYC)
Post: 4705233
Reply to: #4704706 from nursery Views: 93
Posted: 06/11/09 20:17 Stock Price (at time of posting): 47c Sentiment: LT Buy Disclosure: Stock Held From: 122.104.xxx.xxx

I agree with you 100% Nursery. The valued added is the value of the capital raising.
TS why don't you just buy some shares? To say:

"it has more (a lot or a bit, I don't know) value."

If you calculated using numbers you would know exactly how much value is added. As pointed out in a previous post it does not matter how many shares are on issue. Most of the shares have an immediate cash value representing the capital raising. The rest of the shares, previously valued at 90 cents/share are now devalued to a few cents above the capital raised value.

This is crazy but as pointed out it is happening with a range of undervalued speculative shares.

Declare: Hold largely NKP and LYC. Also hold CFU OVR SPI BLY,



Grüsse JoJo

[JoJo49]

http://www.technologyreview.com/energy/23877/?a=f
Betting on a Metal-Air Battery Breakthrough
A government-funded start-up claims it can make ionic liquid energy storage feasible.

By Tyler Hamilton

A spinoff from Arizona State University says it can develop a metal-air battery that dramatically outperforms the best lithium-ion batteries on the market, and now it has the funding it needs to prove it.

The U.S. Department of Energy last week awarded a $5.13-million research grant to Scottsdale, AZ-based Fluidic Energy toward development of a metal-air battery that relies on ionic liquids, instead of an aqueous solution, as its electrolyte.

The company aims to build a Metal-Air Ionic Liquid battery that has up to 11 times the energy density of the top lithium-ion technologies for less than one-third the cost. Cody Friesen, a professor of materials science at Arizona State and founder of Fluidic Energy, says the use of ionic liquids overcomes many of the problems that have held back metal-air batteries in the past. "I'm not claiming we have it yet, but if we do succeed, it really does change the way we think about storage," says Friesen, who was named one of Technology Review's top innovators under 35 in 2009.

Metal-air batteries, such as those that use a zincanode, typically rely on water-based electrolytes. Oxygen from ambient air is drawn in through a porous "air" electrode (-cathode) and produces hydroxyl ions on contact with the electrolyte. These ions reach the anode and begin to oxidize the zinc--a reaction that produces current through the release of electrons.

But like any aqueous solution, the water in the electrolyte can evaporate, causing the batteries to prematurely fail. Water also has a relatively low electrochemical window, meaning it will begin to decompose when the cell exceeds 1.23 volts. These were two problems researchers at the U.S. Air Force Academy began tackling about 25 years ago. In the early 1980s they experimented with ionic liquids--salts that are a liquid at room temperature, and which often can remain a liquid in sub-zero temperatures or above the boiling point of water.

"They're wonder fluids. They're remarkable," says John Wilkes, an ionic liquids expert who heads the academy's chemistry department. "If you look at these liquids in a bottle, they look like water, except they're viscous. They're not volatile, they don't evaporate, they're physically stable and they conduct electricity fairly well."

Friesen, whose Arizona State research team has spent the past few years experimenting with various ionic liquids, says a metal-air battery using an ionic liquid as its electrolyte not only functions significantly longer--because drying out is no longer a problem--but it also gets a big boost in energy density. "These liquids have electrochemical stability windows of up to five volts, so it allows you to go to much more energy-dense metals than zinc." He says his research team will target energy densities of at least 900 watt-hours per kilogram and up to 1,600 watt-hours per kilogram in the DOE-funded project.

The problem with ionic liquids is that they're still made in small quantities, making them expensive compared to many other solvents used to dissolve salts. "But some people are making ionic liquids now out of things that are already known and produced in high quantities, like detergents," says Wilkes.

Robin Rogers, a professor of chemistry at the University of Alabama, says the challenge is finding "commodity ionic liquids" with the right set of properties that can completely change the economic equation for metal-air batteries. "It's not impossible," he says. "I look at ionic liquids and say, take a step back, because you need to do it in a completely different way."

Friesen downplays the cost concern, pointing out that the liquids become quite economical when developed in-house in large volumes. He's careful, however, not to say too much about the ionic liquids his team has developed, revealing only that there are "several contenders that seem to work well."

Friesen is also cautious when talking about the other key component of Fluidic Energy's research: a metal electrode structure that overcomes the problem of dendrite formation. These branch-like structures can grow on, for example, a zinc electrode and cause a metal-air battery to short-circuit. Dendrite formation happens in rechargeable batteries when the chemical reactions are reversed, limiting the number of charging cycles. Fluidic Energy has developed an electrode scaffold with multi-modal porosity, meaning it has a range of pore sizes down to as small as 10 nanometers. The scaffold surrounds the metal, in this case zinc, and can prevent dendrites that form during charging.

With the ability to eliminate evaporation, boost voltage and eliminate dendrites, "we're working now on taking it to the next level," says Friesen. "It's about taking everything we've done over the last four years and leveraging that work into a battery that looks and feels just like a lithium battery, but has energy densities far beyond that."

This would mean that energy storage would no longer be a limiting factor for renewable energy, and electric vehicles that could travel 400 to 500 miles on a single charge, he says, "at a cost just a little over lead-acid batteries."

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


Grüsse JoJo