LYNAS - auf dem Weg zu einem Rohstoffproduzent von Hightech-Rohstoffen (Seite 5437)
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Antwort auf Beitrag Nr.: 36.822.115 von osterhary am 23.03.09 06:11:57Zitat:
"Mitlerweile +40% und die Finanzierung steht, soweit ich die News übersetzt habe.Volumen steigt stark an. Nach oben alles offen"
Meine Herren - lerne Englisch ! Oder hast Du eine andere Veröffentlichung als ich gelesen ??
Ich bin zwar auch überzeugter Lynas-Aktionär. Aber dass die Finanzierung steht, ist schlicht Unsinn !
"Mitlerweile +40% und die Finanzierung steht, soweit ich die News übersetzt habe.Volumen steigt stark an. Nach oben alles offen"
Meine Herren - lerne Englisch ! Oder hast Du eine andere Veröffentlichung als ich gelesen ??
Ich bin zwar auch überzeugter Lynas-Aktionär. Aber dass die Finanzierung steht, ist schlicht Unsinn !
http://cleantechbrief.com/node/323
Obama Launches $2.4 Billion Electric Car program
March 20, 2009
U.S. President Barack Obama on Thursday launched a $2.4 billion program to boost development of plug-in electric vehicles in the United States, including grants to finance domestic production of auto batteries.
Speaking at Southern California Edison's Electric Vehicle Technical Center in Pomona, California, Obama said the Department of Energy (DoE) has begun taking grant proposals from electric-vehicle batter makers.
The stimulus plan passed earlier this year earmarked $2 billion for the electric-vehicle manufacturing industry. Of the total, $1.5 billion is for U.S. battery vehicle manufacturing and $500 million for related technology, like electric motors.
The DoE has added an additional $400 million for building and testing plug-in vehicle infrastructure – like charging stations, and technician training.
The president has set a goal of 1 million plug-in vehicles by 2015.
“Even as our American automakers are undergoing a painful recalibration, they are retooling and reimagining themselves into an industry that can compete and win, because millions of jobs depend on it,” Obama said at the event.
Gruß JoJo
Obama Launches $2.4 Billion Electric Car program
March 20, 2009
U.S. President Barack Obama on Thursday launched a $2.4 billion program to boost development of plug-in electric vehicles in the United States, including grants to finance domestic production of auto batteries.
Speaking at Southern California Edison's Electric Vehicle Technical Center in Pomona, California, Obama said the Department of Energy (DoE) has begun taking grant proposals from electric-vehicle batter makers.
The stimulus plan passed earlier this year earmarked $2 billion for the electric-vehicle manufacturing industry. Of the total, $1.5 billion is for U.S. battery vehicle manufacturing and $500 million for related technology, like electric motors.
The DoE has added an additional $400 million for building and testing plug-in vehicle infrastructure – like charging stations, and technician training.
The president has set a goal of 1 million plug-in vehicles by 2015.
“Even as our American automakers are undergoing a painful recalibration, they are retooling and reimagining themselves into an industry that can compete and win, because millions of jobs depend on it,” Obama said at the event.
Gruß JoJo
Antwort auf Beitrag Nr.: 36.822.093 von OpaQ am 23.03.09 05:34:59enabling Lynas to move forward with discussions concerning potential replacement financing.
So wie ich das deute sind sie selbstsicher genug, den Bondholders ihren Willen zu lassen und den Streit zu den Akten zu legen, weil sie andere Finanzierungen glauben finden zu können.
Das hat man hier im Forum ja auch immer so gesehen: ein so gutes Projekt kann gar nicht sterben.
Natürlich muss dann noch ne gute Nachricht nachkommen, damit es wirklich was wird. Aber warum denn nicht.
So wie ich das deute sind sie selbstsicher genug, den Bondholders ihren Willen zu lassen und den Streit zu den Akten zu legen, weil sie andere Finanzierungen glauben finden zu können.
Das hat man hier im Forum ja auch immer so gesehen: ein so gutes Projekt kann gar nicht sterben.
Natürlich muss dann noch ne gute Nachricht nachkommen, damit es wirklich was wird. Aber warum denn nicht.
GW Lynaseros
+45% hat man nicht jeden Tag
+45% hat man nicht jeden Tag
Antwort auf Beitrag Nr.: 36.822.143 von power_48 am 23.03.09 06:54:54Gratulieren muss du allen die in den letzten Wochen eingestiegen bzw. aufgestockt haben.
Dank Mr. Nick Curtis ist jetzt alles wieder im Lot, die Heuschrecken mußten ihre Schwänze einziehen und die Arbeiten rund um die Mine und Produktionsanlage können ab sofort wieder im vollem Umfang aufgenommen werden.
Jetzt kommt es darauf an in wie weit eine Verzögerung eintritt bzw. ob man durch verstäkte Maßnahmen den ursprünglichen Zeitplan einhalten kann.
Ich gehe vom zweiterem Fall aus, denn wie man u.a. aus dem folgenden Artikel sehen kann wird der Bedarf nach REO-Produkten weltweit stark steigen.
Gruß JoJo
http://stocknessmonster.com/news-history?S=LYC&E=ASX
LYC LYNAS CORPORATION LIMITED
23rd March 2009
Settlement with Bondholders
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=441603
http://www.investmentu.com/IUEL/2009/March/automakers-phevs.…
Automakers & PHEVs: Between “Barack” and a Hard Place
by David Fessler, Advisory Panelist
During the last few years of the Bush administration, the EPA was directed to ignore California’s pleas to grant it a waiver of the Clean Air Act.
Why? The grant would effectively have permitted California to enforce stricter emission rules its legislature had enacted a number of years before.
The EPA dragged its feet because as many as 16 other states were considering legislation modeled after California’s - with one notable difference: emission rules even more stringent than California’s.
The automakers lobbied Bush administration officials to oppose California’s request. And it’s not hard to understand why: They’re struggling just to stay in business.
But now, automakers are between Barack and a hard place, as the President told the EPA to “reconsider” its Bush-era denial. If it does, car manufacturers could find themselves having to make cars that get 43 mpg by 2016. It’s why PHEVs have generated so much interest lately.
Not that that’s a bad thing - but it’s far more aggressive than the current goal of 35 mpg by 2020. The problem is that the new requirement would nearly double today’s fleet-wide average of 25 mpg.
Automakers Scramble To Get Into Plug-In Electric Vehicles
All this has had the automaker’s scrambling to get into the Plug-In Electric Vehicle (PHEV) business. Most already have an active PHEV development program underway, with GM being the closest to production with its Chevy Volt.
Unfortunately, GM is also teetering on the edge of bankruptcy.
Necessity is the mother of invention, and we’re seeing that in spades with PHEV development. One of the more intriguing schemes is the “Vehicle-to-Grid” (V2G) concept, and it’s been strongly endorsed by the head of the Federal Energy Regulatory Commission (FERC).
It works like this:
When your V2G car is plugged in to recharge its batteries, the utility regulates the rate at which it is charged.
More importantly, it can reverse the flow and use the V2G’s battery pack as a power source during peak use periods on the grid.
Similar to the way cloud computing works - where many PCs are combined to create a huge supercomputer - all the V2G vehicles taken as a whole would equate to a giant, nationwide power storage battery.
In return, the vehicle’s owner would receive a credit towards his or her electric bill. It’s been estimated that - utilizing this concept - the entire premium cost for owning a V2G vehicle could be recouped in as little as three years.
The benefits go way beyond recouping the added expense of owning an electric car, however.
By reducing our demand for oil and gas, it would make the process of weaning ourselves off of fossil fuels much less painful.
Greenhouse gases would significantly decrease, an impact that would be most notable in densely populated urban areas.
The additional revenue that the power companies would reap from PHEV charging could finance the additional solar, geothermal or wind power installations necessary to provide the additional charging power.
It also solves one of the biggest problems with solar and wind power: That they can’t be used as baseload supplies.
This giant nationwide, distributed storage system would allow utilities everywhere to store power from solar and wind sources and redistribute it whenever it’s needed.
For the moment, neither GM nor Toyota - the two leading PHEV contenders - have announced any plans to produce this type of vehicle.
Clearly what’s needed is legislative regulation or an incentive (or both) from the FERC that will coax the utility companies into embracing the V2G concept. This will create the need for the vehicles, and the incentive for car companies to build them.
The Fly In the Ointment - Improving Battery Technology
The only fly in the ointment - and regular readers have heard me say this before - is an improvement in battery technology.
Right now, the most promising technology that seems like it can provide the power densities required for the 100 to 200 mile target commuting range is Lithium-Ion.
And those few companies in the lithium battery business are destined to be the big winners, as the technological challenges are met. So who’s in the battery business?
EnerSys (Nasdaq: ENS) is one of the largest manufacturers, marketers and distributors of industrial batteries. From submarines to spaceships - and everything in between - EnerSys has a battery technology to fit the application. It also makes the charging and power equipment as well.
Last fall, the company launched its EcoSafe line of batteries designed for renewable energy storage applications. Targeted towards the wind and solar energy generation markets, this product line should see significant growth under President Obama’s EPA initiatives.
Of more interest to us, EnerSys is working with a number of niche players to develop a lithium-ion line of batteries specifically targeted to the PHEV transportation market.
Where Will All the Lithium Come From?
The short answer is Bolivia and Chile, and Sociedad de Chile (NYSE: SQM) - based in Santiago, Chile - is a world leader in the production of lithium carbonate and a number of other specialty chemicals.
Right now, the world’s demand for lithium is growing at roughly 7% annually. SQM leads the world in lithium production, too, with over 30% market share.
Lithium is used in greases, glass and portable power tool batteries, but its biggest future growth prospects are large, lithium-ion batteries for hybrid electric vehicles. New HEV battery demand is expected to ramp up sharply in the latter half of 2009, and even more in 2010.
And SQM is getting ready to meet this increasing demand: Its three-year capital expenditures of $1 billion means an across-the-board capacity increase of 25% to 30% for all of its products by the end of 2010.
Changing 100 Year-Old Perceptions
There’s an old rub that goes something like this: “Science only progresses with the death of each scientist.” The idea is that sometimes it takes the passing of a generation in order for fresh ideas and discoveries to rise to the top of the heap.
Let’s hope - at least in this case - it doesn’t take that long for PHEVs. We don’t have that much time to waste.
Next week, I’ll be speaking at the 2009 Investment U Conference at the beautiful Vinoy Resort in St. Petersburg, Florida. Our regular format will take a week off and instead you’ll be getting daily reports from Scott Brown. I look forward to seeing many of you there.
Good investing,
David Fessler
Today’s Investment U Crib Sheet
Recently we’ve been looking at a number of options and alternatives in the “green” energy sector. And new auto technologies are on the forefront of “hot topics” in this field. The debate over cost effectiveness and environmental impact has been clashing with the scientific hurdles and limits of our current technologies.
In fact, our discussion boards over Plug-in Hybrid Electric Vehicles: The Only Roadblock to PHEVs and the follow up article Is General Motors the Buy of the Decade? PHEVs Part Two ranged from supporting, to disgust over a number of the current options and their potential.
It’s a decision that you’ll have to make for yourself. But regardless of which side you fall on, we all can agree that it’s an area we need to keep an eye on. Whatever technology and solution that emerges will have the potential to change the way we live around the world.
With new solutions and technologies, many of the initial investors are rewarded handsomely - Think Microsoft, Google and Wal-Mart. Ultimately, we don’t have a crystal ball to know exactly what will happen, and that’s why we pay attention to all of the alternatives.
But just because we keep an eye towards the future, doesn’t mean that we are ignoring the profitable energy technologies currently creating vast sums of wealth. In fact Dave Fessler just released some of his latest findings on the “buried treasure” of today’s energy.
Dank Mr. Nick Curtis ist jetzt alles wieder im Lot, die Heuschrecken mußten ihre Schwänze einziehen und die Arbeiten rund um die Mine und Produktionsanlage können ab sofort wieder im vollem Umfang aufgenommen werden.
Jetzt kommt es darauf an in wie weit eine Verzögerung eintritt bzw. ob man durch verstäkte Maßnahmen den ursprünglichen Zeitplan einhalten kann.
Ich gehe vom zweiterem Fall aus, denn wie man u.a. aus dem folgenden Artikel sehen kann wird der Bedarf nach REO-Produkten weltweit stark steigen.
Gruß JoJo
http://stocknessmonster.com/news-history?S=LYC&E=ASX
LYC LYNAS CORPORATION LIMITED
23rd March 2009
Settlement with Bondholders
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=441603
http://www.investmentu.com/IUEL/2009/March/automakers-phevs.…
Automakers & PHEVs: Between “Barack” and a Hard Place
by David Fessler, Advisory Panelist
During the last few years of the Bush administration, the EPA was directed to ignore California’s pleas to grant it a waiver of the Clean Air Act.
Why? The grant would effectively have permitted California to enforce stricter emission rules its legislature had enacted a number of years before.
The EPA dragged its feet because as many as 16 other states were considering legislation modeled after California’s - with one notable difference: emission rules even more stringent than California’s.
The automakers lobbied Bush administration officials to oppose California’s request. And it’s not hard to understand why: They’re struggling just to stay in business.
But now, automakers are between Barack and a hard place, as the President told the EPA to “reconsider” its Bush-era denial. If it does, car manufacturers could find themselves having to make cars that get 43 mpg by 2016. It’s why PHEVs have generated so much interest lately.
Not that that’s a bad thing - but it’s far more aggressive than the current goal of 35 mpg by 2020. The problem is that the new requirement would nearly double today’s fleet-wide average of 25 mpg.
Automakers Scramble To Get Into Plug-In Electric Vehicles
All this has had the automaker’s scrambling to get into the Plug-In Electric Vehicle (PHEV) business. Most already have an active PHEV development program underway, with GM being the closest to production with its Chevy Volt.
Unfortunately, GM is also teetering on the edge of bankruptcy.
Necessity is the mother of invention, and we’re seeing that in spades with PHEV development. One of the more intriguing schemes is the “Vehicle-to-Grid” (V2G) concept, and it’s been strongly endorsed by the head of the Federal Energy Regulatory Commission (FERC).
It works like this:
When your V2G car is plugged in to recharge its batteries, the utility regulates the rate at which it is charged.
More importantly, it can reverse the flow and use the V2G’s battery pack as a power source during peak use periods on the grid.
Similar to the way cloud computing works - where many PCs are combined to create a huge supercomputer - all the V2G vehicles taken as a whole would equate to a giant, nationwide power storage battery.
In return, the vehicle’s owner would receive a credit towards his or her electric bill. It’s been estimated that - utilizing this concept - the entire premium cost for owning a V2G vehicle could be recouped in as little as three years.
The benefits go way beyond recouping the added expense of owning an electric car, however.
By reducing our demand for oil and gas, it would make the process of weaning ourselves off of fossil fuels much less painful.
Greenhouse gases would significantly decrease, an impact that would be most notable in densely populated urban areas.
The additional revenue that the power companies would reap from PHEV charging could finance the additional solar, geothermal or wind power installations necessary to provide the additional charging power.
It also solves one of the biggest problems with solar and wind power: That they can’t be used as baseload supplies.
This giant nationwide, distributed storage system would allow utilities everywhere to store power from solar and wind sources and redistribute it whenever it’s needed.
For the moment, neither GM nor Toyota - the two leading PHEV contenders - have announced any plans to produce this type of vehicle.
Clearly what’s needed is legislative regulation or an incentive (or both) from the FERC that will coax the utility companies into embracing the V2G concept. This will create the need for the vehicles, and the incentive for car companies to build them.
The Fly In the Ointment - Improving Battery Technology
The only fly in the ointment - and regular readers have heard me say this before - is an improvement in battery technology.
Right now, the most promising technology that seems like it can provide the power densities required for the 100 to 200 mile target commuting range is Lithium-Ion.
And those few companies in the lithium battery business are destined to be the big winners, as the technological challenges are met. So who’s in the battery business?
EnerSys (Nasdaq: ENS) is one of the largest manufacturers, marketers and distributors of industrial batteries. From submarines to spaceships - and everything in between - EnerSys has a battery technology to fit the application. It also makes the charging and power equipment as well.
Last fall, the company launched its EcoSafe line of batteries designed for renewable energy storage applications. Targeted towards the wind and solar energy generation markets, this product line should see significant growth under President Obama’s EPA initiatives.
Of more interest to us, EnerSys is working with a number of niche players to develop a lithium-ion line of batteries specifically targeted to the PHEV transportation market.
Where Will All the Lithium Come From?
The short answer is Bolivia and Chile, and Sociedad de Chile (NYSE: SQM) - based in Santiago, Chile - is a world leader in the production of lithium carbonate and a number of other specialty chemicals.
Right now, the world’s demand for lithium is growing at roughly 7% annually. SQM leads the world in lithium production, too, with over 30% market share.
Lithium is used in greases, glass and portable power tool batteries, but its biggest future growth prospects are large, lithium-ion batteries for hybrid electric vehicles. New HEV battery demand is expected to ramp up sharply in the latter half of 2009, and even more in 2010.
And SQM is getting ready to meet this increasing demand: Its three-year capital expenditures of $1 billion means an across-the-board capacity increase of 25% to 30% for all of its products by the end of 2010.
Changing 100 Year-Old Perceptions
There’s an old rub that goes something like this: “Science only progresses with the death of each scientist.” The idea is that sometimes it takes the passing of a generation in order for fresh ideas and discoveries to rise to the top of the heap.
Let’s hope - at least in this case - it doesn’t take that long for PHEVs. We don’t have that much time to waste.
Next week, I’ll be speaking at the 2009 Investment U Conference at the beautiful Vinoy Resort in St. Petersburg, Florida. Our regular format will take a week off and instead you’ll be getting daily reports from Scott Brown. I look forward to seeing many of you there.
Good investing,
David Fessler
Today’s Investment U Crib Sheet
Recently we’ve been looking at a number of options and alternatives in the “green” energy sector. And new auto technologies are on the forefront of “hot topics” in this field. The debate over cost effectiveness and environmental impact has been clashing with the scientific hurdles and limits of our current technologies.
In fact, our discussion boards over Plug-in Hybrid Electric Vehicles: The Only Roadblock to PHEVs and the follow up article Is General Motors the Buy of the Decade? PHEVs Part Two ranged from supporting, to disgust over a number of the current options and their potential.
It’s a decision that you’ll have to make for yourself. But regardless of which side you fall on, we all can agree that it’s an area we need to keep an eye on. Whatever technology and solution that emerges will have the potential to change the way we live around the world.
With new solutions and technologies, many of the initial investors are rewarded handsomely - Think Microsoft, Google and Wal-Mart. Ultimately, we don’t have a crystal ball to know exactly what will happen, and that’s why we pay attention to all of the alternatives.
But just because we keep an eye towards the future, doesn’t mean that we are ignoring the profitable energy technologies currently creating vast sums of wealth. In fact Dave Fessler just released some of his latest findings on the “buried treasure” of today’s energy.
Trading Spotlight
Antwort auf Beitrag Nr.: 36.822.078 von Nebiim am 23.03.09 02:55:50Gratulation....die daran geglaubt haben...
24 +45.5%
4:23 pm
24 +45.5%
4:23 pm
Antwort auf Beitrag Nr.: 36.822.093 von OpaQ am 23.03.09 05:34:59Mitlerweile +40% und die Finanzierung steht, soweit ich die News übersetzt habe.Volumen steigt stark an. Nach oben alles offen.
Ich kapier es nicht, Alles auf Null gestellt und die Aktie steigt 30% ? Die Sorgen mit der Finanzierung bleiben doch...
Trotzdem freu ich mich erstmal.
Trotzdem freu ich mich erstmal.
Antwort auf Beitrag Nr.: 36.822.080 von doppelkeks am 23.03.09 02:58:21Moin moin,
das ist doch mal ein toller Wochenstart
das ist doch mal ein toller Wochenstart
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