LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 134)

[JoJo49]

LYC Lynas Corporation Limited
March 2012
19th Parliamentary Select Committee in Malaysia
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6717…
19 March 2012
Parliamentary Select Committee in Malaysia

Lynas Corporation Limited (ASX:LYC, OTC:LYSDY) notes the comments of the Prime Minister of Malaysia, as reported in various media, that the Malaysian Government has decided to set up a Parliamentary Select Committee (PSC) in relation to the Lynas Advanced Materials Plant (LAMP) in Malaysia.

It is proposed that the committee will be headed by the Higher Education Minister, and the committee is expected to report by the end of June.
It was also reported that the Prime Minister said that the PSC will not decide on matters such as the approval and ongoing operation of the LAMP. Lynas understands that the purpose of the PSC is to continue to help raise awareness concerning the LAMP.

In 2008, Lynas received Department of Environment (DOE) approval of its Environmental Impact Assessment for the LAMP, following a rigorous review by the DOE in accordance with all applicable requirements.

In 2011, the Malaysian government arranged a further independent review by the International Atomic Energy Agency (IAEA), and Lynas was happy to submit to that further independent review. The recommendations of the IAEA have been accepted by Lynas and by the Malaysian government. The IAEA concluded that the LAMP, once completed in the second quarter of this year, is expected to be safe and fully compliant with international standards, and that Malaysia’s laws and regulations regarding radiation safety are “comprehensive” and “conform to IAEA standards”. It added that in some cases, Malaysia’s regulations are stricter than internationally accepted safety standards.

On 1 February 2012, it was announced that the Atomic Energy Licensing Board (AELB) had approved the granting of a Temporary Operating Licence (TOL) for the LAMP, subject to a number of conditions. Lynas has accepted the conditions of the TOL, and those conditions have been agreed and will be complied with by Lynas. Lynas also continues its program of consultation with community representatives in Malaysia. Lynas reiterates that the LAMP is safe for its employees and surrounding communities.

Lynas will continue to keep the market informed.

Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


@ eine erfolgreiche Woche

Grüsse JoJo

[Fuenfvorzwoelf]

Rare earth talks 'to start soon'
By Li Jiabao (China Daily)

Rare earth talks 'to start soon'

US President Barack Obama talks about a trade case against China with John Bryson, commerce secretary (left), and Ron Kirk, US trade representative, at the White House on Tuesday. The US, EU and Japan jointly requested consultations with China under the WTO framework in a challenge to China's restrictions on exports of rare earths. [Haraz N. Ghanbari / Associated Press]

Consultations to begin with US, EU and Japan on restrictions

China will soon consult with the United States, European Union and Japan on the nation's export restrictions on rare earths, tungsten and molybdenum, the spokesman for the Ministry of Commerce said on Thursday.

"China will properly respond to the consultation request from the three (parties) following the dispute settlement procedure of the World Trade Organization, and consultations will soon start," Shen Danyang told a news conference in Beijing.

On Tuesday, the US, EU and Japan jointly requested consultations with China under the WTO in a challenge to China's restrictions on exports of rare earths, a group of 17 key elements used in high-technology products including hybrid car batteries, wind turbines and energy-efficient lighting.

Under WTO rules, China has 10 days to respond to the request. A failure to respond, or failure to reach agreements within 60 days, would lead to the establishment of an expert panel to investigate and rule on the case.

"China's policy of managing the export of raw materials is justified and in line with WTO rules. It aims to protect the environment and resources, and it is not intended to limit free trade, nor to distort trade for the protection of domestic industries," Shen said.

Li Chenggang, head of the ministry's department of treaty and law, told China Daily on Tuesday that he is "neither optimistic nor pessimistic about the final result of the case".

Sang Baichuan, dean of the Institute of International Business at the University of International Business and Economics, expressed worries that China has a high possibility of losing the case.

"The rare earths case is a follow-on from the dispute on China's restrictions of nine raw materials. But the WTO did not support China's claim of environmental protection and resource exhaustion in its ruling in January," Sang said.

The rare earths case came as US President Barack Obama approved a bill on Tuesday to impose countervailing duties on non-market economy goods.

US Trade Representative Ron Kirk said on Wednesday that "the launch of the case against China, along with the creation of the Interagency Trade Enforcement Center, reflects the Obama administration's commitment to make all of our trading partners play by the rules".

Shen said that China rationally determines annual export quotas after considering domestic and global market conditions, as well as the carrying capacity of resources and the environment.

The quota "roughly meets the normal demand in the global market, which shows that China is a responsible member of the WTO", Shen added.

China supplies more than 90 percent of the world's rare earths demand. Its reserves account for 36.4 percent of the world's total.

Foreign trade

Turning to trade, the deficit situation of the first two months of the year isn't likely to persist throughout the year, and the government will take steps to stabilize foreign trade, Shen said.

The trade deficit in February, at $31.49 billion, "was mainly caused by the (Lunar New Year) holiday distortion and is not likely to continue through the year", he said.

"Overall, China will have a trade surplus in 2012, though the surplus will continue to narrow, and its contribution to the GDP growth will further drop amid the pursuit of more balanced trade," he added.

China's exports in February rose 18.4 percent year-on-year to $114.47 billion, while imports surged 39.6 percent to $145.96 billion, according to the General Administration of Customs.

Shen added that "appropriate rises in labor costs will upgrade exporting industries, optimize the manpower structure and drive exporters to invest more in research and design and overseas sales networks".

Contact the writer at [e-mail]

http://europe.chinadaily.com.cn/business/2012-03/16/content_…

[JoJo49]

VIDEO: http://www.mobtv.my/public_events-1006.html

Googleübersetzt: License To LYNAS nicht durch Standards enthalten

Briefing für die Atomenergie-Licensing Board (AELB) das fünfte Mal, um die Verwirrung in der Öffentlichkeit in der Frage der seltenen Erden Verarbeitung Lynas in Gebeng konfrontiert zu diskutieren. Laut dem Generaldirektor, hat King Abdul Aziz Raja Adnan, die Lizenz an das Unternehmen Sdn Bhd Lynas nicht die Firma nach vorgegebenen Standards gegeben.

Hinzugefügt am: 15. März 2012
Dauer: 55:36
Zuschauer: 491 mal gesehen
...........................................................................................................................

... und wie sehen aktuell unsere australischen Freunde auf HC die weitere Entwicklung von Lynas?
http://hotcopper.com.au/post_single.asp?fid=1&tid=1695867&ms…
re: $4 party (chihawk)
:::
When Oneforthe started the $4 party stuff, we could only dream of the current time and the share price was mostly well above the current price. So what's different now?
-Mount Weld is 40% larger
-Duncan is drilled, established and a solid HREE resource with great Dy numbers.
-The concentrator is built operating and successfully producing concentrate amounts and numbers consistent with our engineering and design.
-Crown is still under Lynas control
-The LAMP is 96% built, fully financed and progressing well on Phase 2.
-We are now up to nine customer agreements including a JV plan with Siemens (a world class company) and contracts for each element Lynas will produce.
-We have been declared safe in Australia (even if the Aussie greens have a comprehension issue) and by the IAEA, Malaysian Nuclear Experts, Malaysian Academics, and the AELB. Yes we still face and irrational political opposition. But if the case is thrown out March 20 and the Minister denies the appeal in April that should pass. And honestly, no one has a reasonable argument why either result will not occur as planned.
-And finally first feed is a month away for the first time in our history.

So what went wrong?
-Well the obvious thing is the REE prices changed direction. This is not a big deal. The politics, end markets, governments and companies are all still seeing the value of the elements. Yes, we found some limits to prices but we also see the elements are still valued and key to future technology.

-China? No, I'd say they have been the most consistent part of recent history.

-Competition? No. For all of the hype, the competition has generally talked more and performed less than Lynas.

Conclusion: The $4 party may happen at first feed or much later. But the certainty of its future seems more assured than ever before. And while I now expect a slower and steadier rise then the rare earth rush of H1 2011 made us hope for I don't see why that matters. That's fine with me. I'm still planning on being a big drunk guy hugging everyone in sight. So consider yourselves warned if you show. Good luck to all.

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Bullish on LYC. Focused on the company story.
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@ ein schönes, sonniges WE

Grüsse JoJo

[JoJo49]

Aktuelle News zur LYNAS Aktie
http://www.finanznachrichten.de/nachrichten-aktien/lynas-cor…

http://www.boersennews.de/markt/aktien/lynas-corp-ltd-au0000…

und ein paar andere Berichte die IMHO durchaus zum Thema passen und vielleicht dazu beitragen mal ein wenig über den Tellerand zu schauen.

http://www.welt.de/wirtschaft/article13924068/OECD-warnt-die…
Zukunftsstudie
Autor: Tobias Kaiser|14:48.
OECD warnt die Welt vor ökologischem Kollaps

Die Weltbevölkerung wächst rasant, Energie- und Wasserverbrauch steigen. Weltweit drohen unumkehrbare Schäden für Umwelt und Gesellschaft.
:::


http://www.welt.de/motor/article13923891/Das-verbrauchen-Aut…
Neuer Eco-Test
Autor: Fabian Hoberg|14:04.
Das verbrauchen Autos wirklich

Mit einem neuen, strengeren Prüfverfahren will der Verkehrsklub endlich realitätsnahe Umweltbeurteilungen der Autos erzielen. Auf die Kunden auch vertrauen können.
:::


http://www.welt.de/finanzen/vermoegenscheck/article13921596/…
Geldanlagen
Autor: Alexander Heintze|14.03.2012.
Staatsanleihen sind kein sicheres Investment mehr

Nach dem Schuldenschnitt für Griechenland ist das Vertrauen in Staatsanleihen erschüttert. Sollten Anleger überhaupt noch in Staatspapiere investieren?
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Grüsse JoJo

[JoJo49]

http://www.stocknessmonster.com/news-history?S=LYC&E=ASX
LYC Lynas Corporation Limited
March 2012
15th Half Year Accounts
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6715…
new announcement has been released for LYC
Summary: Half Year Accounts
Announcement number: 671522
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:::

http://www.lynascorp.com/page.asp?category_id=8&page_id=26



Eine Rückschau bis zu 2010 der IMHO für einige neue Mitleser/Interessierte sehr wissenswert sein könnte.
Auszüge aus den Seiten 12 & 14

http://www.iags.org/rareearth0310hurst.pdf
China’s Rare Earth Elements Industry:
What Can the West Learn?
By Cindy Hurst

March 2010
Institute for the Analysis of Global Security (IAGS)

:::
:::

China Moves to Dominate the Magnet Industry

The individual rare earth elements have taken turns in their value to
science as the markets have changed. In other words, during the early 1960s,
lanthanum was used in the optical glass industry. Cerium was widely used to
polish media.21 Didymium, a mixture of the elements praseodymium and
neodymium, was widely used in the glass industry for coloring. However, there
was no market for samarium and europium and large stock piles of these
materials grew. Then, as mentioned before, in 1965 the U.S. began to use
europium as a red phosphor in color televisions. In the 1970s samarium became
a key ingredient for a super magnet – the samarium cobalt magnet.
Today, permanent magnets dominate rare earth technology because of
their ability to provide greater magnet power in vastly smaller sizes. Permanent
magnets are magnets that, unlike electrical magnets, produce their own magnetic
fields. Permanent magnets are what provide the ability to make computers
smaller, for example.
Magnetic technology rates as the most important use of rare earth
elements due to its many uses in energy and military applications. The two
primary rare earth magnets are the samarium cobalt (SmCo) magnet and the
neodymium-iron-boron (NdFeB) magnet. The SmCo magnet is able to retain its
magnetic strength at elevated temperatures. Because of its thermo-stability, this
type of magnet is ideal for special military technologies. These technologies
include precision guided munitions – missiles and “smart” bombs and aircraft.22
The NdFeB magnet came about in the 1980s, when a scientist discovered
that a LaTbFeB alloy had special properties. While attending a conference, the
scientist reported that he had found some unusual characteristics in a 50:50
lanthanum:terbium and iron-boron mixture. Scientists from General Motors and
Hitachi, who were in the audience, returned to their respective laboratories, found
that NdFeB has superior permanent magnetic properties, and submitted
applications for patents. A battle ensued and both companies came to an
agreement that split the rights to the discovery. Hitachi agreed to take a
“sintered” magnets patent and GM agreed to take the “rapidly solidified” magnets
patent.
:::
:::


China has also pursued a stake in some of Australia’s rare earth
resources. In early 2009, Lynas Corporation, an Australian mining company, had
plans to build a large rare earth mine at Mount Weld in southwestern Australia. In
February, however, the company suspended construction of the project because
of funding problems. In May 2009, China Non-Ferrous Metal Mining Co. was
poised to invest $252 million to provide much needed debt funding in return for a
51.6 percent stake in Lynas. Before the deal could be finalized, the Australian
government had to approve it following a review by the Foreign Investment
Review Board (FIRB). Normally, the board has 30 days to decide. However,
FIRB had requested at least three resubmissions, which suggested that the
Australian government was carefully considering the full implications of the deal’s
impact on the world’s supply of rare earth elements.25 Finally, in September
2009, China backed out of the deal after Australia’s Foreign Investment Review
Board requested several alterations to the deal, “including a reduction of its stake
to below 50 percent.



Grüsse JoJo

[Optimist_]

http://www.theaustralian.com.au/business/mining-energy/lynas…

Lynas says US-led offensive against China unlikely to succeed

by: Barry Fitzgerald, Resources editor From: The Australian March 15, 2012 12:00AM

LEADING rare-earths company Lynas rates the US-led trade offensive against China's stranglehold on the global industry a low probability of success.
It also argues that the action before the World Trade Organisation is "lagging the realities of the market" as rare earth prices have plunged in recent months.

The WTO action was considered important enough for it to be announced in Washington by President Barack Obama, albeit in an election year.

"If China would simply let the market work on its own we'd have no objections," he said. "But their policies currently are preventing that from happening."

As a result of a combination of export tariffs and quotas, prices for users of rare earths in China are 35 per cent below those paid by Western users.

..

"There is some provision within the WTO charters that allow that to happen," Mr Curtis said. "If by chance after 60 days China agrees to remove the quotas -- which I think is a low probability -- all that would mean is that the prices inside China and the prices outside of China would balance a bit better," he added.

The key issue remained that the supply of rare earths was in structural deficit, as China was shrinking supply for environmental reasons, which were real, Mr Curtis said.

"Now you can't stop them doing that . . . rationalising and consolidating their industry and shrinking supply."

The WTO action was "lagging the realities of the market", he said. "The price of rare earths has dropped quite substantially over the past six months, back to more industrially sustainable levels than the sort of squeeze prices that were around before.

"The market, and the world, has adjusted to the new reality in terms of supply and demand, with a new price base. And I think that's for a sustainable period of time," Mr Curtis said.

...


http://online.wsj.com/article/SB1000142405270230469280457728…

The Next Rare-Earths Trade Case

Today we complain Chinese minerals are too expensive. Tomorrow we'll complain that they're too cheap...

...

[JoJo49]

http://www.slideshare.net/Lynas_Malaysia/lynas-background-in…
Lynas background information — Document Transcript

1. Background InformationContextThe people at Lynas share a strong set of manner, as well as always respecting andcontributing to the communities in which we live and work.Lynas believes recent public statements made about the Lynas Rare Earths ConcentrationPlant at Mount Weld, Western Australia and the Lynas Advanced Material Plant in Malaysiaare factually incorrect, statements which are taken out of context, and statements which aremisleading to the public.Approvals and RegulationsThe approvals for the transport of Mount Weld Rare Earths concentrate were granted by theEPA in June 2009. The company is confident that our processes and procedures will meet allrequired regulations and are completely safe.The Mount Weld Rare Earths concentrate is:  Not classified as Dangerous Goods by the criteria of the Australian Dangerous Goods Code (ADG Code) for transport by road or rail.  Not classified as a Dangerous Goods for transport by sea (International Maritime Dangerous Goods Code 2006).The Mount Weld Rare Earths concentrate is not considered a radioactive material, the levelsof the naturally occurring thorium are so low in the concentrate that the material is:  Not regulated for transport as classified by the criteria of the Australian Code of Practice for the Safe Transport of Radioactive Material 2001.  Not regulated for transport as classified by the International Atomic Energy Agency (IAEA), Safe Transport of Radioactive Material regulations.Lynas received approvals to process the Rare Earths concentrate in Australia, China and inboth Terengganu and Pahang, Malaysia:  Lynas initially obtained all approvals for this project in Australia. However, there was no suitable, available location with the required infrastructure: access to high-grade industrial chemicals, gas, electricity and a plentiful supply of water for the plant.  Lynas had also obtained approvals for this plant in China. However, the Chinese government imposed export limits on all final products as well as imposing export 1 of 2

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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Grüsse JoJo

[JoJo49]

http://www.theaustralian.com.au/business/mining-energy/lynas…" target="_blank" rel="nofollow ugc noopener">http://www.theaustralian.com.au/business/mining-energy/lynas…

Lynas says US-led offensive against China unlikely to succeed

LEADING rare-earths company Lynas rates the US-led trade offensive against China's stranglehold on the global industry a low probability of success.

It also argues that the action before the World Trade Organisation is "lagging the realities of the market" as rare earth prices have plunged in recent months.

The WTO action was considered important enough for it to be announced in Washington by President Barack Obama, albeit in an election year.

"If China would simply let the market work on its own we'd have no objections," he said. "But their policies currently are preventing that from happening."

As a result of a combination of export tariffs and quotas, prices for users of rare earths in China are 35 per cent below those paid by Western users.

China was predictable when it said it would fight the action. Its state-run Xinhua news agency said the trade action could "trigger a backlash from China instead of settling the rift".


China will rely heavily on exemptions to WTO obligations involving environmental improvement to industries.

The executive chairman of Sydney-based Lynas, Nick Curtis, said yesterday China had "some complex and possibly legitimate argument about the environmental damage that rare earths was doing in China, and the consequent right it had to limit production through export quotas as a consequence of that".

"There is some provision within the WTO charters that allow that to happen," Mr Curtis said. "If by chance after 60 days China agrees to remove the quotas -- which I think is a low probability -- all that would mean is that the prices inside China and the prices outside of China would balance a bit better," he added.

The key issue remained that the supply of rare earths was in structural deficit, as China was shrinking supply for environmental reasons, which were real, Mr Curtis said.

"Now you can't stop them doing that . . . rationalising and consolidating their industry and shrinking supply."

The WTO action was "lagging the realities of the market", he said. "The price of rare earths has dropped quite substantially over the past six months, back to more industrially sustainable levels than the sort of squeeze prices that were around before.

"The market, and the world, has adjusted to the new reality in terms of supply and demand, with a new price base. And I think that's for a sustainable period of time," Mr Curtis said.

Lynas is part of the Western world's plan to increase non-Chinese supplies of rare earths, a group of 17 elements increasingly used in magnets in hybrid car motors, compact fluorescent light bulbs, flatpanel displays, iPads and automotive catalytic converters. The $2 billion company, with the help of funding from Japan, has developed the Mt Weld rare earths mine in Western Australia and is close to completing a controversial finishing plant in Malaysia.

The Malaysian plant is dogged by local opposition because of radiation fears, but WA Premier Colin Barnett opened the Mt Weld mine in August, saying it gave WA a "stake in some of the 21st century's most exciting technological developments, and strengthens our economic links with Malaysia".

In November 2010, Japanese Foreign Minister Seiji Maehara raised the issue of rare-earth supplies during trade talks in Canberra, leading then foreign minister Kevin Rudd to say Australia "understands the significance of rare earths globally".

"Australia stands ready to be a long-term, secure, reliable supplier of rare earths to the Japanese economy," Mr Rudd said. Lynas later secured $US250 million ($238m) in Japanese government agency financing.


Grüsse JoJo

[JoJo49]

http://www.abendblatt.de/wirtschaft/article2215134/EU-verkla…
Restriktive Exportpolitik
EU verklagt China wegen seltener Erden
14.03.2012, 06:42 Uhr Andreas Landwehr
Exportweltmeister belegt Edelrohstoffe mit Ausfuhrzöllen. Peking weist alle Vorwürfe zurück und beruft sich auf den Umweltschutz.

Chinesische Arbeiter in einer Mine zur Förderung seltener Erden in der Mongolei. Die Edelrohstoffe sind wichtige Bestandteile unter anderem zur Herstellung von Smartphones und Flachbildschirmen
Foto: picture alliance / dpa/Maxppp
:::

http://www.nwzonline.de/Aktuelles/Politik/Nachrichten/NWZ/Ar…

http://online.wsj.com/article/SB1000142405270230445000457727…

http://www.economist.com/blogs/babbage/2012/03/rare-earths-a…
Rare earths and high-performance magnets
An impossible dream?
Mar 13th 2012, 15:44 by The Economist online
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Googleübersetzt: http://translate.google.de/translate?hl=de&sl=en&u=http://ww…


http://hotcopper.com.au/post_single.asp?fid=1&tid=1694060&ms…
re: lyc's competitive strengths and weakness (chihawk)
:::

So many miss the point on the current situation I am amazed at times. Current ROW supply is so low every element has a market. State of the art LAMP production of Ce, La and Sm sold under contracts will do just fine. And while the initial CLD has a light bias there is heavy rare earths they will be in high demand. Will Lynas satisfy the HREE ROW market with it's CLD production? No. But they will sell all they have. And I fully expect they will sell all they make for several years to come.

Judging the speed of our competitors I find most oversupply calls more based on corporate presentations that have proven to be fantasy when faced with design and funding challenges not to mention construction challenges.

Even Moly who is building still seems far of with Phoenix permitting and construction and has resorted to a current convoluted plan instead. The Moly/NEO company seems more focused on marketing downstream away from Lynas rather than posing a major competition threat. And none of this suggests Phoenix is moving faster. In fact, it seems like they are wondering how to sell their products if Lynas Phase 2 is done before Phoenix IMO.

But market size and expansion is also hard to gauge here too. The end markets are very new and several have strong growth rates. And while new markets have sprung up in the last few years, no forecaster models in the possibility of a single new market. How many think Apple will create a new i-something? Many expect that but won't put it in the models. We have seen the Prius continue to grow. Is it possible the hybrid car and truck will become an essential model for each of the big global auto companies? And the renewable energy designs change faster than Hollywood stars change spouses. And most changes go toward REE's and would do so even more if the supply is more reliable.

Call me old, but the oversupply of iron ore, coal, copper, ect. did not play out the way the sorry little rare earth experts predict. In all of those industries the products respond to market growth cycles but remain fairly valuable. So when an expert comes out and says "Geez most of these juniors don't get funded or meet their goals so I'm going to hold my deficit forecast" I'll be impressed. But for now I hear "oversupply in 2013" and wonder if we will be the only modern production by then.

Either way it almost does not matter to Lynas. The fact is Lynas is a clear first mover with great contracts for every element they produce. They also have a capital advantage and will have unencumbered free cash flow. And most of all they have the best resource in the world and likely the first HREE ROW resource to go into production in Duncan.

Lynas holds a stake in NTU because they are a great stock. On their own there is always a place for a non-artic Xenotime mine not under a lake IMO. And if the metallurgy on Duncan proved surprisingly difficult they might buy NTU down the road. But I expect that to prove out as a want rather than a need since reviewing the Duncan drills.

SER, AXE, and MLM are also good juniors but Lynas does not need to be the strategic metal world emperor. Lynas needs to do it's own business right and the rest will take care of itself. Good luck to all and great fortune appears to be Lynas' for the taking.

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Bullish on LYC. Focused on the company story.


Grüsse JoJo

[JoJo49]

LYC Lynas Corporation Limited
March 2012
13th Appendix 3B
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6711…

BBY Rare Earths Conference Presentation - 13 March 2012
BBY Rare Earths Conference Presentation - 13 March 2012
Nicholas Curtis AM BBY Rare Earths Conference 13 March 2012
:::
1.SAFETY AND SUSTAINABILITY
2.WESTERN AUSTRALIA OPERATIONS
3.MALAYSIA OPERATIONS
4.SALES & MARKETING
5.FINANCIAL UPDATE
:::
VISION: Be the leader in Rare Earths for a sustainable future.

EXCHANGES: ASX (code LYC), OTCQX (code LYSDY)

INDICES: ASX 100, MSCI Australia SHARES: 1,714m on issue (1,885m fully diluted)

MARKET CAP: A$2.0bn as at 12 March 2012

CASH: A$215.5m (incl. restricted cash) as at 31 Dec 2011

DEBT: US$225.0m as at 31 Dec 2011 (excluding US$225m convertible bond)
:::

MOUNT WELD CONCENTRATION PLANT

u.a.:
 Plant throughput rates will be synchronised with the ramp-up of the Lynas Advanced Materials Plant in Malaysia.
 Over 9,000 tonnes of dry bagged Rare Earths concentrate stockpiled on site

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Seite 11
CENTRAL LANTHANIDE DEPOSIT AND DUNCAN DEPOSIT RESOURCES
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Seite 14
Current status of the LAMP

MAJOR MILESTONES TO DATE

LAMP construction: 96% complete (end of February)

Ready-for-Start-Up program (operational preparedness): >90% complete

Malaysia headcount: 249 (now at 90% of total expected workforce)

Pre-commissioning test packs: >60% complete

Temporary Operating Licence for the LAMP approved

Phase 2 funding secured in April 2011 and construction permits received in Sept 2011

Customer contracts signed in each market segment and for each type of product

Lynas is on track for first feed to kiln and first production in Q2 2012

Seite 15

LAMP Temporary Operating Licence

Licence approved in February

Lynas respects the regulatory approvals process in Malaysia.

Lynas has intensified its community consultation and engagement following the IAEA review. We intend to maintain this commitment to all stakeholders in the future.

Lynas recognises its responsibility to the community to operate the LAMP in a safe and sustainable manner.

Lynas expects to meet all the conditions associated with the Temporary Operating Licence.

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usw. bis Seite 32
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http://www.bloomberg.com/news/2012-03-13/u-s-will-ask-for-wt…
Obama Takes Aim at China With Plan for WTO Case on Rare-Earth Export Caps
By Eric Martin and Sonja Elmquist - Mar 13, 2012 9:25 AM GMT+0100
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Grüsse JoJo