LYNAS - auf dem Weg zu einem Rohstoffproduzent von Hightech-Rohstoffen (Seite 5427)
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ISIN: AU000000LYC6 · WKN: 871899 · Symbol: LYI
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Gehandelte Stück 9,6 Mio. 8.10 Uhr
zwischen 6.36 Uhr und 8.10 Uhr sind weitere 2 Mio. shares gehandelt worden...
langsam kommt Bewegung ins Spiel...
zwischen 6.36 Uhr und 8.10 Uhr sind weitere 2 Mio. shares gehandelt worden...
langsam kommt Bewegung ins Spiel...
Australien
06.04.09 06:36 Uhr
0,24 AUD
+11,63 % [+0,025]
Tages-Vol. 1,78 Mio.
Gehandelte Stück 7,6 Mio.
Geld 0,235
Brief 0,24
06.04.09 06:36 Uhr
0,24 AUD
+11,63 % [+0,025]
Tages-Vol. 1,78 Mio.
Gehandelte Stück 7,6 Mio.
Geld 0,235
Brief 0,24
Antwort auf Beitrag Nr.: 36.922.382 von VirtualNormann am 05.04.09 16:19:11Der Link sollte jetzt funktionieren.
http://www.technologieallianz.de/webtemp/07-18-Solarglas3e93…
http://www.technologieallianz.de/webtemp/07-18-Solarglas3e93…
Antwort auf Beitrag Nr.: 36.922.361 von VirtualNormann am 05.04.09 16:02:24Nochmal zum Thema Solar:
"Hocheffiziente Solarzellen durch Up-Conversion - Solarglas
Die Erhöhung des Wirkungsgrades von Solarzellen ist Ziel dieser neuen Technologie. Sie wird dadurch erreicht, dass Solarmodule mit neuartigen Deckgläsern versehen werden, die mit Lanthanoid-Ionen dotiert sind. Diese ermöglichen durch die Umwandlung von nicht genutzter langwelliger Strahlung in sichtbares Licht (sog. Up-Conversion-Prozess) die Erhöhung der Umwandlungsrate von Sonnenlicht in elektrische Energie. Weiterhin wird die Arbeitstemperatur der Solarzellen verringert, wodurch eine weitere Erhöhung des Wirkungsgrades erzielt wird."
http://www.technologieallianz.de/download.php?id=1234&pdf_na…
"Hocheffiziente Solarzellen durch Up-Conversion - Solarglas
Die Erhöhung des Wirkungsgrades von Solarzellen ist Ziel dieser neuen Technologie. Sie wird dadurch erreicht, dass Solarmodule mit neuartigen Deckgläsern versehen werden, die mit Lanthanoid-Ionen dotiert sind. Diese ermöglichen durch die Umwandlung von nicht genutzter langwelliger Strahlung in sichtbares Licht (sog. Up-Conversion-Prozess) die Erhöhung der Umwandlungsrate von Sonnenlicht in elektrische Energie. Weiterhin wird die Arbeitstemperatur der Solarzellen verringert, wodurch eine weitere Erhöhung des Wirkungsgrades erzielt wird."
http://www.technologieallianz.de/download.php?id=1234&pdf_na…
Antwort auf Beitrag Nr.: 36.921.863 von ktulu75 am 05.04.09 11:42:39Lanthanoide und Cerium findet wohl Verwendung in der Photovoltaik.
Für mich absolut neu (darüber bin ich heute erst gestolpert) ist der Einsatz von Lanthanoiden in der Tierfutter-Industrie. Auch da scheint China ein Vorreiter zu sein.
Mehr dazu auf http://www.lanthanoide.de/
Für mich absolut neu (darüber bin ich heute erst gestolpert) ist der Einsatz von Lanthanoiden in der Tierfutter-Industrie. Auch da scheint China ein Vorreiter zu sein.
Mehr dazu auf http://www.lanthanoide.de/
Trading Spotlight
Antwort auf Beitrag Nr.: 36.921.553 von TimLuca am 05.04.09 08:54:27Hi -wenn Du den Einstieg in Lynas vorhast, dürfte es keine schlechte Entscheidung sein ...zumal der Kurs bei einem entsprechenden Agreement regelrecht explodieren würde... der Grund warum ich meine Trading Posi von Lyc nun doch länger halte... würde mir hinten rein treten wenn der Kurs eines Morgens bei ASX in ungeahnte Höhen schnellt und ich nicht voll dabei wäre...musste letztens schon bei dem Settlement mit den Bondholdern schlucken... das hat mir gereicht--
neu ist für mich,, dass auch die Solarpanele REE benötigen... weiss da einer mehr´...? GGfalls genaue Anwendung und Menge die dafür benötigt wird...?
GWG ist zwar als Wert auch interessant... aber m.E. noch zu weit von der Produktion weg ( hab auch mal gelesen die Produktion wäre umwelt/-technisch heikel wegen Beiprodukten / Berillium und der Nähe zum Hoidas Lake../ Umweltschutz/ Grundwasser ?)und auch finanziell (wenig Restkapital, kleiner Börsenkurs )zu unsicher...
Gegenmeinungen natürlich erwünscht... auch wenn ich mit obigen Aussagen 4now herausfordere...
übrigens schön dass der Artikel mal nicht vom "kauzigen" Lifton ist... wenn auch auf ihn immer wieder Bezug genommen wird...
letztendlich haben alle REE Werte derzeit alle ein gewisses Risiko, aber es ist kräftig Musik drin...
pernsönlich bin ich bei ARU und Lyc drin...
wie immer : keine Kauf-/ Verkaufsempfehlung...!
neu ist für mich,, dass auch die Solarpanele REE benötigen... weiss da einer mehr´...? GGfalls genaue Anwendung und Menge die dafür benötigt wird...?
GWG ist zwar als Wert auch interessant... aber m.E. noch zu weit von der Produktion weg ( hab auch mal gelesen die Produktion wäre umwelt/-technisch heikel wegen Beiprodukten / Berillium und der Nähe zum Hoidas Lake../ Umweltschutz/ Grundwasser ?)und auch finanziell (wenig Restkapital, kleiner Börsenkurs )zu unsicher...
Gegenmeinungen natürlich erwünscht... auch wenn ich mit obigen Aussagen 4now herausfordere...
übrigens schön dass der Artikel mal nicht vom "kauzigen" Lifton ist... wenn auch auf ihn immer wieder Bezug genommen wird...
letztendlich haben alle REE Werte derzeit alle ein gewisses Risiko, aber es ist kräftig Musik drin...
pernsönlich bin ich bei ARU und Lyc drin...
wie immer : keine Kauf-/ Verkaufsempfehlung...!
Guten Morgen!
Diesen Artikel habe ich mir mal bei HotCopper ausgeliehen, vielleicht steige ich neben ARU auch hier mal mit ner kleine Posi ein!!
China's stranglehold on rare metals
By Senior Writer Eoin Gleeson Apr 03, 2009
China's proposals for a new world currency to replace the dollar have drawn a lot of attention in recent weeks. But the Americans should be more concerned about another development that's largely been ignored. It seems that after 15 years of fighting tooth and claw, China is now the world's dominant supplier of an obscure group of minerals called rare earth metals.
Why should that worry America? Because these metals are vital to US industry. You'll find them in almost every consumer technology staple – from iPods to BlackBerrys and flat-screen televisions. You'll also find them in wind turbines, solar panels and the super-magnets that kickstart car engines. With 90% of the world's rare earth metals now under China's control, it could soon be impossible to produce a wind turbine or electric vehicle without Beijing's blessing. "The world has to wake up and start thinking of this group of elements as the 'technology metals', without which there will be no technology," says metals analyst Jack Lifton.
The Americans will be kicking themselves for letting this happen. Until the mid- 1980s, the US was a major producer of rare earth metals, mining a huge deposit in the Mojave Desert. In fact, about 42% of worldwide reserves of rare earth ores still lie outside China. But with cheap labour and huge funding from Beijing, the Chinese were able to invest heavily in new mines and processing plants during the 1980s, building a formidable network of rare earth metals research and development laboratories that worked to undercut China's rivals.
A devastating price war followed. Soon, producers from America to South Africa found it was no longer economic to keep mining. By the early 2000s, most rare earth producers outside China had gone out of business. Yet China continues to cut off exports, leading to a dramatic shift in the last three years from oversupply to demand shortages. With no significant mining capacity left outside China, some experts fear the country will engineer a supply crunch to suit its own industries. That's sending a wave of panic through industries that rely on these metals. With global demand for rare earths growing at 10% a year, there is an urgent need to find deposits outside China, says Hard Asset Investors' Tom Vulcan. Toyota, which needs lanthanum to produce metal hydride batteries for its hybrid cars, has rushed to secure supplies in Vietnam and Malaysia. Car makers are scouring Europe for scrap. A number of mines in Canada and Australia that were forced out of business during the price wars have reopened (see below).
Few in the industry expect a significant new supply to make it to market. There's hope the Hoidas Lake project in north Canada can supply about 10% of the $1bn in rare earths consumed by the US each year. But any serious threat and China will slash prices and put everyone out of business again, says Leo Lewis in The Times. As China cuts its exports to divert reserves to build domestic solar panels and modernise its army, the price of these non-exchange-traded metals will escalate. China has only allocated 38,000 tons of rare earths for export this year, yet demand from Japan alone is expected to be 40,000 tons this year. It looks as though rare earth metals could join oil as an emerging-market economic weapon.
Rare earth metals:
a risky play on the trend
Of all the rare earth metals miners operating outside China, Lynas Corp (ASX:LYC) is closest to production. Mining the Mount Weld project inWestern Australia, the group plans to double production as it moves into the second phase of mining. Lynas is also constructing a plant to process the ore in Malaysia. MountWeld has the world's richest rare earth deposit, with substantial deposits of lanthanum, cerium and neodymium (all crucial to the electronics, green energy and auto industries), which will produce some 1.1 million tonnes of rare earth oxides. That's enough to supply up to 20% of the global market for 30 years, reckons Lynas.The rare earths basket price slid from US$14.12 a kilogram in September to about $10.25 in February. But with Lynas's operating costs at around $5.75 a kilogram, the mine "remains a robust proposition," says the Sydney Morning Herald.
You should be clear that this is a small, risky mining play, so don't invest your pension fund in it.The path to digging up these rare metals has not been smooth – after a disagreement involving a $95m issue of convertible bonds, the group had to stall its $214m mining project in MountWeld.The shares fell from $1.40 to $0.10. But having agreed terms with bondholders this week, they have soared and Lynas is now free to complete its project. As John Kingsdale of Energy Investment Strategies noted before the impasse: "If the situation works out, Lynas shares could be worth many multiples of the current price by year end."
Diesen Artikel habe ich mir mal bei HotCopper ausgeliehen, vielleicht steige ich neben ARU auch hier mal mit ner kleine Posi ein!!
China's stranglehold on rare metals
By Senior Writer Eoin Gleeson Apr 03, 2009
China's proposals for a new world currency to replace the dollar have drawn a lot of attention in recent weeks. But the Americans should be more concerned about another development that's largely been ignored. It seems that after 15 years of fighting tooth and claw, China is now the world's dominant supplier of an obscure group of minerals called rare earth metals.
Why should that worry America? Because these metals are vital to US industry. You'll find them in almost every consumer technology staple – from iPods to BlackBerrys and flat-screen televisions. You'll also find them in wind turbines, solar panels and the super-magnets that kickstart car engines. With 90% of the world's rare earth metals now under China's control, it could soon be impossible to produce a wind turbine or electric vehicle without Beijing's blessing. "The world has to wake up and start thinking of this group of elements as the 'technology metals', without which there will be no technology," says metals analyst Jack Lifton.
The Americans will be kicking themselves for letting this happen. Until the mid- 1980s, the US was a major producer of rare earth metals, mining a huge deposit in the Mojave Desert. In fact, about 42% of worldwide reserves of rare earth ores still lie outside China. But with cheap labour and huge funding from Beijing, the Chinese were able to invest heavily in new mines and processing plants during the 1980s, building a formidable network of rare earth metals research and development laboratories that worked to undercut China's rivals.
A devastating price war followed. Soon, producers from America to South Africa found it was no longer economic to keep mining. By the early 2000s, most rare earth producers outside China had gone out of business. Yet China continues to cut off exports, leading to a dramatic shift in the last three years from oversupply to demand shortages. With no significant mining capacity left outside China, some experts fear the country will engineer a supply crunch to suit its own industries. That's sending a wave of panic through industries that rely on these metals. With global demand for rare earths growing at 10% a year, there is an urgent need to find deposits outside China, says Hard Asset Investors' Tom Vulcan. Toyota, which needs lanthanum to produce metal hydride batteries for its hybrid cars, has rushed to secure supplies in Vietnam and Malaysia. Car makers are scouring Europe for scrap. A number of mines in Canada and Australia that were forced out of business during the price wars have reopened (see below).
Few in the industry expect a significant new supply to make it to market. There's hope the Hoidas Lake project in north Canada can supply about 10% of the $1bn in rare earths consumed by the US each year. But any serious threat and China will slash prices and put everyone out of business again, says Leo Lewis in The Times. As China cuts its exports to divert reserves to build domestic solar panels and modernise its army, the price of these non-exchange-traded metals will escalate. China has only allocated 38,000 tons of rare earths for export this year, yet demand from Japan alone is expected to be 40,000 tons this year. It looks as though rare earth metals could join oil as an emerging-market economic weapon.
Rare earth metals:
a risky play on the trend
Of all the rare earth metals miners operating outside China, Lynas Corp (ASX:LYC) is closest to production. Mining the Mount Weld project inWestern Australia, the group plans to double production as it moves into the second phase of mining. Lynas is also constructing a plant to process the ore in Malaysia. MountWeld has the world's richest rare earth deposit, with substantial deposits of lanthanum, cerium and neodymium (all crucial to the electronics, green energy and auto industries), which will produce some 1.1 million tonnes of rare earth oxides. That's enough to supply up to 20% of the global market for 30 years, reckons Lynas.The rare earths basket price slid from US$14.12 a kilogram in September to about $10.25 in February. But with Lynas's operating costs at around $5.75 a kilogram, the mine "remains a robust proposition," says the Sydney Morning Herald.
You should be clear that this is a small, risky mining play, so don't invest your pension fund in it.The path to digging up these rare metals has not been smooth – after a disagreement involving a $95m issue of convertible bonds, the group had to stall its $214m mining project in MountWeld.The shares fell from $1.40 to $0.10. But having agreed terms with bondholders this week, they have soared and Lynas is now free to complete its project. As John Kingsdale of Energy Investment Strategies noted before the impasse: "If the situation works out, Lynas shares could be worth many multiples of the current price by year end."
Antwort auf Beitrag Nr.: 36.919.665 von Mascolo am 04.04.09 10:52:01Xetra
?? wo siehste diesen Wert ?
Antwort auf Beitrag Nr.: 36.851.906 von Mascolo am 26.03.09 11:41:3503.04.09 13:38 Uhr
0,142 EUR
+102,86 % [+0,072]
Gruss 57er
0,142 EUR
+102,86 % [+0,072]
Gruss 57er 
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 |
09.05.23 · ESG Aktien · Lynas Rare Earths |