LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 154)

[JoJo49]

LYC Lynas Corporation Limited
December 2011
7th Change in substantial holding
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6600…


Wer es sich antun möchte die 23-Seiten durchzulesen - bitte, aber IMHO lohnt es sich wirklich nicht denn es zeigt nicht mehr als das auf was wir längst wissen, dass global aggierende Finanzinstitute mit solchen Werten fleißig handeln(zocken)

Grüsse JoJo

[JoJo49]

http://www.techmetalsresearch.com/2011/12/the-rare-earth-min…

The Rare Earth Mining Sector In 2015 And Beyond

by Jack Lifton on December 5, 2011 · 5 comments

in News Analysis,Rare Earths


Last week I received some criticism via email, from executives at some of the companies that I did NOT mention in my most recently published TMR article, “Decoupling The Rare-Earth Junior-Mining Market From Emphasis On Molycorp And Lynas.” Each apparently assumed that absence of evidence was evidence of absence. Let me try to set the record straight by expanding the narrow coverage, which I purposefully chose in that article.

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http://translate.google.de/translate?hl=de&sl=en&u=http://ww…


Dazu ein kurzer Rückblick: http://www.techmetalsresearch.com/2011/11/navigating-the-rar…

Navigating The Rare Earth Metals Landscape

by Admin on November 23, 2011 · 17 comments

in Hybrids & EVs,In The Media,News Analysis,Rare Earths

by Brian Sylvester – The Critical Metals Report – published: Nov 22, 2011

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Grüsse JoJo

[JoJo49]

Aus der folgeden Untersuchung vom März 2011 kann man IMHO deutlich erkennen das Neodym für das kommende Jahrzehnt eines der wichtigsten "Selten Erdmetalle", auch nach dem Lynas und Moly ihre Produktion aufgenommen haben, jetzt schon ist und zukünftig immer mehr werden wird.

Bei Lynas ist Neodym mit 34% im Depositdes eines der hösten Bestandteile und im Vergleich zu allen hat Lynas im Deposit die prozentual höchsten REE-Anteile sowie im Produktionswerk in Malaysia die beste Infrastruktur verbunden mit dem geringsten Eigenkostenanteil.

Grüsse JoJo

http://www.slideshare.net/RareEarthsRareMetals/us-department…
US Department of Energy: Critical Metals Strategy (March 2011)

Video..........................................................

US Department of Energy: Critical Metals Strategy (March 2011) - Presentation Transcript

1.Summary Briefing Diana Bauer, Ph.D.Technology and Rare Earth Metals (TREM) 1 March 22, 2011
2.Outline of BriefingI. BackgroundII. Analysis A. Supply B. Demand C. CriticalityIII. Program and Policy DirectionsIV. Next Steps 2
3.Project Timeline• March 2010 - Project launched TREM10 “I am today announcing that the Department of Energy will develop its first-ever strategic plan for addressing the role of rare earth and other strategic materials in clean energy technologies. “ “As a society, we have dealt with these types of issues before…We can and will do so again.” David Sandalow Assistant Secretary for Policy and International Affairs U.S. Department of Energy March 17, 2010• June 2010 – Responses to public Request for Information• Summer 2010 – Performed analysis, internal and inter-agency consultations, and drafted strategy• December 2010 – Public release of the Critical Materials Strategy• March 22, 2011 – TREM 11– 2nd public Request for Information• Fall 2011 – Release update of Critical Materials Strategy 3
4.Scope Vehicles Lighting Solar PV Wind 4
5.Strategic Pillars• Diversify global supply chains• Develop substitutes• Reduce, reuse and recycle UUPSTREAM DOWNSTREAM End-Use Extraction Processing Components Technologies Recycling and Reuse The supply chain for materials use 5
6.Supply Chain for Rare Earth Element Permanent Magnet Technologies• Illustrates the supply chain for vehicle and wind turbine applications using Neodymium-Iron-Boron (NdFeB) permanent magnets 6
7.Outline of Briefing II. Analysis 7
8.Supply >95% of rare earth supply currently from China Source: Industrial Minerals Rare earth metals are not rare – found in many countries including the United States 8
9.Current and Projected Rare Earth Supply by Element Rare Earth Supply by Element: Production Sources and Volume (tonnes/yr) Assumed Additional Production by 2015 Total Estimated Mountain Dubbo Nolans Hoidas Additional Estimated 2010 Mt. Weld Pass Zirconia Bore Dong Pao Lake Nechalacho Production 2015 Production (Australia) (USA) (Australia) (Australia) (Vietnam) (Canada) (Canada) by 2015 ProductionLanthanum 33,887 3,900 6,640 585 2,000 1,620 594 845 16,184 50,071Cerium 49,935 7,650 9,820 1,101 4,820 2,520 1,368 2,070 29,349 79,284Praseodymium 6,292 600 868 120 590 200 174 240 2,792 9,084Neodymium 21,307 2,250 2,400 423 2,150 535 657 935 9,350 30,657Samarium 2,666 270 160 75 240 45 87 175 1,052 3,718Europium 592 60 20 3 40 0 18 20 161 753Gadolinium 2,257 150 40 63 100 0 39 145 537 2,794Terbium 252 15 0 9 10 0 3 90 127 379Dysprosium 1,377 30 0 60 30 0 12 35 167 1,544Yttrium 8,750 0 20 474 0 4 39 370 907 9,657TOTAL 127,315 14,925 19,968 2,913 9,980 4,924 2,991 4,925 60,626 187,941Sources: Kingsnorth, Roskill, and USGS 9
10.Current and Projected Supply of Non-Rare Earth Elements76 Forindium, the additional amount is only the difference between the 2010 production andthe maximum current production capacity for mining and refining the material. No newcapacity is projected by 2015.77 Based on multiple correspondences with USGS, October 4-7, 2010.78 USGS, external review of Critical Materials Strategy draft, November 17, 2010. 10
11.Demand Projections: Four Trajectories Material Demand Factors Market Material Penetration Intensity Trajectory D High High Trajectory C High Low Trajectory B Low High Trajectory A Low Low• Market Penetration = Deployment (total annual units of a clean energy technology) X Market Share (% of units using materials analyzed)• Material Intensity = Material demand per unit of the clean energy technology 11
12.Low Technology Deployment Scenarios Electric Drive Vehicle Additions Wind Additions 40 70.00 35 Reference 60.00 Baseline EV 30 50.00 Million Vehicles PHEV Offshore 25 HEV 40.00 Onshore GW 20 30.00 15IEA Energy 10 IEA World 20.00Technology 5 Energy 10.00Perspectives - Outlook 0.00 Global CFL Demand Global PV Additions 2.2% Growth 35.00 30.00 Baseline 25.00 PV additions 20.00 GW 15.00IEA: Phase Out 10.00of 5.00Incandescent 0.00Lights 12
13.High Technology Deployment Scenarios Electric Drive Vehicle Additions Wind Additions 40 70.00 35 Blue Map 60.00 450 Stabilization 30 Million Vehicles 50.00 25 EV 40.00 20 PHEV 30.00 15 Offshore GWIEA Energy 10 HEV IEA World 20.00 OnshoreTechnology 5 Energy 10.00Perspectives - Outlook 0.00 Global CFL Demand Global PV Additions 3.5% Growth 35.00 30.00 450 Stabilization 25.00 20.00 GW IEA: Phase Out 15.00 PV additions of 10.00 Incandescent 5.00 Lights 0.00 13
14.Material IntensityTechnology Component Material High Intensity Low IntensityWind Generators Neodymium 186 kg/MW 124 kg/MW Dysprosium 33 kg/MW 22 kg/MWVehicles Motors Neodymium 0.62 kg/vehicle 0.31 kg/vehicle Dysprosium 0.11 kg/vehicle 0.055 kg/vehicle Li-ion Batteries Lithium 5.1-12.7 kg/vehicle 1.4-3.4 kg/vehicle (PHEVs and EVs) Cobalt 9.4 kg/vehicle 0 kg/vehicle NiMH Batteries Rare Earths (Ce, La, Nd, Pr) 2.2 kg/vehicle 1.5 kg/vehicle (HEVs) Cobalt 0.66 kg/vehicle 0.44 kg/vehiclePV Cells CIGS Thin Films Indium 110 kg/MW 16.5 kg/MW Gallium 20 kg/MW 4 kg/MW CdTe Thin Films Tellurium 145 kg/MW 43 kg/MWLighting Phosphors Rare Earths (Y, Ce, La, Eu, Tb) 6715 metric tons* total demand in 2010, 2.2% (low) or 3.5% (high) annually *rare earth oxide equivalent• Calculation methods differed by component based on available data• High Intensity = material intensity with current generation technology• Low Intensity = intensity with feasible improvements in material efficiency 14
15.Clean Energy’s share of Critical Material UseClean energy’s share of total material use currently small …but could grow significantly with increased deployment. 2010 Dysprosium Use 2025 Dysprosium Use (High Deployment) 4% 12% Dysprosium 9% US Clean Energy US Clean Energy Demand Demand 38% Rest of World Clean Rest of World Clean Energy Demand Energy Demand 53% Global Non-Clean Global Non-Clean 84% Energy Demand Energy Demand 16% is for Clean Energy 62% is for Clean Energy 15
16.Clean Energy’s share of Critical Material UseClean energy’s share of total material use currently small …but could grow significantly with increased deployment. 2010 Lithium Use 2025 Lithium Use 0% 0% (High Deployment) US Clean Energy Lithium 7% US Clean Energy Demand Demand Rest of World Clean Rest of World Clean Energy Demand 50% Energy Demand Global Non-Clean Global Non-Clean 100% Energy Demand 42% Energy Demand < 1% is for Clean Energy 50% is for Clean Energy 16
17.Neodymium - Supply and Demand Projections Neodymium Oxide Future Supply and Demand 80000 Demand 70000 High Deployment, Short Term Medium Term High Materials Intensity 60000 High Deployment, Low Material Intensity 50000 Low Deployment, High Material Intensitytonnes/yr 40000 Low Deployment, Low Material Intensity 30000 Non-Clean Energy Use Supply 20000 2015 Estimated Supply 10000 Plus Mountain Pass 0 Plus Mount Weld 2010 2015 2020 2025 2010 Supply 17
18.Dysprosium - Supply and Demand Projections Dysprosium Oxide Future Supply and Demand 8000 Demand 7000 High Deployment, Short Term Medium Term High Materials Intensity 6000 High Deployment, Low Material Intensity 5000 Low Deployment, High Material Intensitytonnes/yr 4000 Low Deployment, Low Material Intensity 3000 Non-Clean Energy Use 2000 Supply 2015 Estimated Supply 1000 Plus Mountain Pass 0 Plus Mount Weld 2010 2015 2020 2025 2010 Supply 18
19.Lanthanum – Supply and Demand Projections Lanthanum Oxide Future Supply and Demand 80000 Demand High Deployment, High 70000 Material Intensity Short Term Medium Term High Deployment, Low Material Intensity 60000 Low Deployment, High Material Intensitytonnes/yr Low Deployment, Low 50000 Material Intensity Non-Clean Energy Use 40000 Supply 30000 2015 Estimated Supply Plus Mountain Pass 20000 Plus Mount Weld 2010 2015 2020 2025 2010 Supply 19
20.Lithium – Supply and Demand Projections Lithium Carbonate Future Supply and Demand 900000 Demand 800000 Short Term Medium Term High Deployment, 700000 High Materials Intensity High Deployment, 600000 Low Material Intensity Low Deployment,tonnes/yr 500000 High Material Intensity Low Deployment, 400000 Low Material Intensity 300000 Non-Clean Energy Use 200000 Supply 100000 2015 Estimated Supply 2010 Supply 0 2010 2015 2020 2025 20
21.Criticality Assessments• Based on methodology developed by National Academy of Sciences• Criticality is a measure that combines • Importance to the clean energy economy • Risk of supply disruption• Time frames: • Short-term (0-5 years) • Medium-term (5-15 years) 21
22.Short-Term 4 Dysprosium (high)Importance to clean energy Cerium Gallium Lanthanum Europium Critical Tellurium Indium Neodymium 3 Terbium Yttrium Near-critical Not Critical Cobalt 2 Lithium Praseodymium 1 Samarium (low) 1 (low) 2 3 4 (high) Supply risk 22
23.Medium-Term Neodymium Dysprosium 4 (high)Importance to clean energy Indium Lithium Europium Terbium Critical Gallium Tellurium Yttrium 3 Near-critical Not Critical Cerium 2 Cobalt Lanthanum Praseodymium 1 Samarium (low) 1 (low) 2 3 4 (high) Supply risk 23
24.Criticality Movement: Short to Medium Term 4 (high) Neodymium DysprosiumImportance to clean energy Tellurium Critical Gallium Europium 3 Lithium Yttrium Near-critical Indium Terbium Not Critical Cerium 2 Lanthanum Cobalt Praseodymium 1 Samarium (low) 1 (low) 2 3 4 (high) Supply risk 24
25.Outline of BriefingIII. Program andPolicy Directions 25
26.Program and Policy Directions• Research and development• Information-gathering• Permitting for domestic production• Financial assistance for domestic production and processing• Stockpiles• Recycling• Education• DiplomacySome are within DOE’s core competence, others aren’t 26
27.Policy Options and Critical Materials Supply Chain 27
28.Research and Development• DOE is the nation’s leading funder of research on the physical sciences.• Long history of materials work – EERE, Office of Science, ARPA-E 28
29.DOE’s current programs – Office of ScienceBasic research at Ames Laboratory  Extraordinarily Responsive Rare Earth Magnetic Materials  NovelMaterials Preparation and Processing Methodologies  Correlations and Competition Between the Lattice, Electrons and Magnetism  Nanoscale and Ultrafast Correlations and Excitations in Magnetic Materials 29
30.DOE’s current programs – EERE Alternatives to permanent magnets and motorsPermanent Magnet Developmentfor Automotive Traction Motors Ames LabA New Class of SwitchedReluctance Motors Source: Universal (Ningbo) Oak Ridge Magnetech Co., Ltd.Novel Flux Coupling Machinewithout Permanent Magnets Oak RidgeDevelopment of Improved Powderfor Bonded Permanent Magnets Ames Lab Source: Honda Civic Hybrid 2003 30
31.DOE’s current programs – ARPA-E New magnet structure and chemistry have disruptive potential Transformational nanostructured permanent magnets (PM) 31
32.Recent DOE Critical Materials Workshops• Japan-US Workshop ( Lawrence Livermore National Lab - Nov 18-19)• Transatlantic Workshop (MIT - Dec 3)• ARPA-E Workshop (Ballston, VA – Dec 6) 32
33.Information Gathering• Data gaps • Individual materials: production, consumption and trading prices • Materials intensity of energy technologies • Potential for substitutes• Potential data resources • Recurring data collection: EIA, USGS and other stakeholders • Unique needs: Additional RFIs and workshops 33
34.Critical Materials Strategy Conclusions• Some materials analyzed at risk of supply disruptions. Five rare earth metals (dysprosium, neodymium, terbium, europium and yttrium) and indium assessed as most critical.• Clean energy’s share of material use currently small …but could grow significantly with increased deployment.• Critical materials are often a small fraction of the total cost of clean energy technologies. Demand does not respond quickly when prices increase. 34
35.Critical Materials Strategy Conclusions (continued)• Data are sparse. More information is required.• Sound policies and strategic investments can reduce risk. …especially in the medium and long term. 35
36.Outline of Briefing IV. Next Steps 36
37.Next Steps for U.S. Department of Energy• Develop an integrated research plan, building on three recent workshops.• Strengthen information-gathering capacity.• Analyze additional technologies .• Continue to work closely with: • International partners • Interagency colleagues • Congress • Public stakeholders• Update the strategy by the end of 2011. 37
38.Critical Materials Technology R&D Topics from ARPA-E Workshop Electric Motors Wind GeneratorsGeologic or Material PermanentRecycled ExtractionFeedstocks Magnets Processes Catalysts & Lighting Separators Phosphors Solid Oxide Fuel Cells Gasoline Refining Light Emitting Auto Exhaust Conversion Diodes (LED) Compact Fluorescent Lights (CFL) Supply Technologies Application Technologies 38
39.Critical Materials Innovation Hub: President’s FY 2012 Budget• Novel approaches to reducing dependencies on critical materials. • Including strategies for recycling, reuse and more efficient use that could significantly lower world demand• Energy Efficiency and Renewable Energy (EERE) Industrial Technologies Program.• $20 Million 39
40.DOE’s Second RFI on Critical Materials: Released Today• Critical Material Content• Supply Chain and Market Projections• Financing and Purchase Transactions• Research, Education and Training• Energy Technology Transitions and Emerging Technologies• Recycling Opportunities• Mine and Processing Plant Permitting• Additional Information 40
41.DOE welcomes commentsComments and additional information can be sent to [e-mail] 41
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[JoJo49]

http://english.peopledaily.com.cn/90778/7664982.html
China strives to standardize rare earth market
By Zuo Ya (People's Daily)08:05, December 05, 2011

China has made great strides since a campaign that targets illegal rare earth exploitation, rare earth smuggling and excessive exploitation was launched by three central government departments on Nov. 10

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http://au.ibtimes.com/articles/261069/20111205/china-s-produ…
China Cutting Rare Earth Production to 70% by 2015: Study
By Esther Tanquintic-Misa | December 5, 2011 5:07 PM EST

Global consumers and manufacturers dependent on rare earth metals for their products better brace themselves for a further supply crunch as China, the world's foremost supplier of the precious minerals, will cut down overall production output to just about 70 per cent by 2015.
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@ eine erfolgreiche Woche

Grüsse JoJo

[JoJo49]

Immer aktuell rund um die "Seltenen Erden" und u.a. natürlich auch um und zu Lynas: http://rareearthinvestingnews.com/
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aus Rare Earth Investing News: http://investorshub.advfn.com/boards/board.aspx?board_id=119…

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Grüsse JoJo

[JoJo49]

Sehr informativ finde ich den aktuell neuen Bericht eines Users aus dem HC-Forum zu Lynas der aufschlüsselt welche Prüfkriterien sich die AELB mit welchem Zeitrahmen für die LAMP gegeben hat.

Jetzt müßte man nur noch wissen wann die zu prüfenden Vorgaben durch Lynas der AELB vorlagen und wann sie angefangen haben, dann könnte man sich ausrechnen wann spätestens die volle Betriebsgenehmigung erteilt wird vorausgesetzt natürlich sie sind von Lynas alle erfüllt worden wovon ich allerdings ausgehe weil keiner mehr Interesse daran hat wie Lynas.

http://hotcopper.com.au/post_single.asp?fid=1&tid=1619413&ms…
re: pre-operation license (scanspeak)
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OK, I've been reading over the AELB website and found the following relevant information.

To summarise :

The time-frame for a "license" is a maximum 7 months. It depends on the classification as shown below. I'm assuming we fall under class A, the most stringent.

Note that a "Pre-operating license" approval may not necessarily take as long to process as a full license.

My hunch is that the POL will be granted in Jan/Feb (3-4 months from the submission in Oct).


http://hotcopper.com.au/serveHostedImage.asp?id=13096
License Applicationn
No. Class New Renewal Amendment



1. A (Radioactive material) 10 days 10 days 10 days

2. A (Milling of Radioactive material) 7 months 4 months 6 months

3. C (Nuclear material) 10 days 10 days 10 days

4. H 7 months 3 months 3 months


http://hotcopper.com.au/serveHostedImage.asp?id=13098
Objective Quality

To achieve the quality policy, AELB will :

a.Process all license application within the period that is stated in the Client?s Charter;

b.Conduct an inspection at the licensee premises at least ONCE which is within the validity of the license period;



http://www.aelb.gov.my/aelb/engv/text/clientcharter.asp#Lice…
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http://www.aelb.gov.my/aelb/engv/text/licence.asp#H
http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

http://www.aelb.gov.my/aelb/engv/text/profile.asp#DasarQ
http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…



Schaun mir mal, denn
1. wird nichts so heiß gegessen wie es gekocht wird und
2. wird es IMHO auch nach Vertigstellung der LAMP darauf ankommen welcher Bereich für den Anlauf wann zur Produktion freigegeben wird oder ob abgewartet werden muss bis die kpl. Prüfung der LAMP erfolgreich abgeschlossen ist und ob erst danach die kpl. pre-operation license erteilt werden kann, denn die IAEA hat ja grundsätzlich den internationalen Sicherheitsstandart der LAMP bereits im August bestätigt und bezogen auf den gesammten Komplecks ein paar zusätzliche Vorderung gestellt die vor der pre-operation license von Lynas zu erfüllen sind.



Grüsse JoJo

[JoJo49]

http://en.harakahdaily.net/index.php/letter/3944-lynas-respo…" target="_blank" rel="nofollow ugc noopener">http://en.harakahdaily.net/index.php/letter/3944-lynas-respo…

Lynas responds to radioactive leakage claims

Lynas Corporation Ltd, Sydney

Lynas Corporation would like to clarify that the report released by the National Toxics Network on 28 November 2011 relating to the operations of Lynas is both inaccurate and misleading (see Harakahdaily's story on Nov 30: Lynas guarantee slammed following revelation)
http://en.harakahdaily.net/index.php/berita-utama/3929-lynas…

The report contains fundamental factual errors which render the conclusions drawn in the report as invalid and without foundation. Contrary to the report’s claims, Lynas rare earths concentrate is safe.

Modelling contained within the Lynas Radiation Management Plan, which has been ignored by the National Toxic Network in its report, shows public exposure will be fifty times less than the allowable limit of 1 milisevert / year. In addition, the lining on Lynas’ tailings ponds at the mine site will prevent any radioactive elements from leaching into the surrounding environment.

It is important to note that the highest radiation exposure recorded at the Lynas’ Mt Weld mine site was by a surveyor who spends his day working on top of the rare earths stockpiles. He recorded an exposure of 0.47 milliseverts / year – less than half the public exposure limit and one tenth of the limit for occupational exposure.

The mining and transport of Lynas rare earths have been reviewed and approved by the Western Australian Departments of Health, Environment & Conservation, Transport and Mines & Petroleum.

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, and it is not classified as a radioactive material due to its extremely low levels.

Attempts to portray the material as radioactive are alarmist in nature and reflect either mischievous intent or ill-informed content. Lynas’ Radiation Management Plan was both prepared and assessed by international experts in radiation safety with significant, relevant tertiary education and years of practical experience.

The National Toxic Network report appears to have been authored by parties that have neither the necessary educational background nor the required understanding of the subject matter.

* The above statement is signed by Liz Whiteway (Lynas Corporation, Sydney) and Li-Hsian Choo (Ogilvy PR Worldwide, Kuala Lumpur)

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Grüsse JoJo

[JoJo49]

http://www.kitco.com/
http://www.kitco.com/ind/Handwerger/dec012011.html
Is A Surprise Rally Forming In Gold, Silver and The Miners?

By Jeb Handwerger, Dec 1 2011 11:12AM

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We reiterate the coming rally will be substantial especially in precious metals, uranium and rare earths
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http://www.elektroniknet.de/e-fertigung/news/article/84215/0…
01. Dezember 2011

Forschungs-Kooperation

Siemens will Versorgungsrisiko mit Seltenen Erden stoppen

Siemens und die RWTH Aachen forschen künftig gemeinsam zum Thema Rohstoffe. Für die strategische Kooperation – den weltweit ersten Siemens-Forschungsbereich an einer Universität – stellt Siemens ab 1. Januar 2012 sechs Millionen Euro zur Verfügung. Damit will der Konzern seine Abhängigkeit von teuren Rohstoffen wie den Seltenen Erden reduzieren.

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@ ein schönes WE

Grüsse JoJo

[JoJo49]

Es wird IMHO sicher die folgenden Nachrichten/Berichte/Kommentare usw., im Gegensatzt zu mir, negativ sehen bzw. auslegen aber auch nur dann wenn sie dabei nicht über den Tellerrand schauen und die gesammte Vorgeschichte nicht kennen bzw. berücksichtigen.

Grüsse JoJo


http://au.ibtimes.com/articles/259136/20111201/australian-ly…
Australian Lynas Delighted over Falling Rare Earths Prices

By Esther Tanquintic-Misa | December 1, 2011 1:49 PM EST

The current slump in the global prices of rare earth metals (REM) is a more than open indication the global market is now poised for a renewed growth demand in the sector, Nicholas Curtis, chairman of Lynas Corp., explained to shareholders at its annual meeting on Wednesday.

(Photo: REUTERS/Stringer Malaysia / )
A resident holds up a placard in protest against the under-construction Lynas Malaysia rare earth processing facility, during a meeting between the community and members of the Vienna-based International Atomic (IAEA), in Gebeng, 270 km (168 miles) east of Kuala Lumpur May 30, 2011. Residents living around the area of the under-construction RM700 million ($230 million) plant by Australian miner Lynas Corp have raised questions over the potential environmental hazards arising from radioactive waste.

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http://www.nst.com.my/local/general/lynas-must-meet-standard…" target="_blank" rel="nofollow ugc noopener">http://www.nst.com.my/local/general/lynas-must-meet-standard…

01 December 2011 | Last updated at 01:05AM

'Lynas must meet standards'


KUANTAN: The International Trade and Industry Ministry has made it clear that the Lynas Advanced Materials Plant in Gebeng here must follow regulations imposed by the authorities in order to obtain its pre-operating licence.


International Trade and Industry Ministry secretary-general Datuk Dr Rebecca Fatima Sta Maria and Atomic Energy Licensing Board director-general Raja Datuk Abdul Aziz Raja Adnan answering questions during a press conference at the site of Lynas Advanced Materials Plant (LAMP) in Gebeng, Kuantan, Pahang, yesterday. Pic by Halim Mat Ali

Read more: 'Lynas must meet standards' - General - New Straits Times http://www.nst.com.my/local/general/lynas-must-meet-standard…#ixzz1fHjUXz5P

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http://www.quadrant.org.au/magazine/issue/2011/1/the-greens-…" target="_blank" rel="nofollow ugc noopener">http://www.quadrant.org.au/magazine/issue/2011/1/the-greens-…

Politics

The Greens' Agenda, in Their Own Words

Kevin Andrews

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Greens Senator Lee Rhiannon: Lynas rare earths refinery in Malaysia 'should not go ahead'
Video: http://www.youtube.com/watch?v=rRqLSRJ_LSA

30.11.2011
Greens Senator Lee Rhiannon interviewed on Lynas rare earths refinery in Malaysia just before the annnual general meeting of shareholders of Lynas Corp in Sydney on November 30, 2011. Interviewed by Peter Boyle/Green Left Weekly.
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Zu den Wahlen und wirtschaftlichen Entwicklung in Malysia:
http://www.bernama.com/bernama/v5/newsindex.php?id=631026" target="_blank" rel="nofollow ugc noopener">http://www.bernama.com/bernama/v5/newsindex.php?id=631026

http://newswire.bernama.com/
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Zu allem noch ein aktueller Kommentar zur Lage von einem user aus dem HC-Forum dem ich mich hiermit anschließe:
http://hotcopper.com.au/post_single.asp?fid=1&tid=1618857&ms…
lynas cash flow is key (chihawk)
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I think the pre-op is coming soon so I'll try to start a new topic.
I think the future for rare earth miner/processors is JV's into the industrial companies. This is starting with Lynas/Seimens and Moly/Daido/Mitsubishi and I bet it continues making these first mover so called "LREE mines" far more valuable than current thinking. Looking at who is in Gebang, who is in Malaysia as a whole, and how Malaysia is going upstream with their economic development plan, it appears these JV concepts were at least in Curtis' mind and in the Malaysian governments thoughts years ago.

It seems Lynas can build out Phase one and two and toll the HREE elements. Then they could start a phase three for HREE processing to the LAMP by drilling out Duncan, adding in NTU and/or ALK concentrate (by purchase or acquisition), and then keep the Mt. Weld HREE's in house in stead of tolling like they will at first. Next they can follow with a phase four with Crown supplying rare metals to the cluster of JV's Lynas should have by then?

I like HREE projects, but Young is right about cash flow being the big issue in rare earth juniors. http://m.ibtimes.com/rare-earths-258363.html Cash flow is king. And seeing how Lynas will be years ahead of others is a key issue. Ignoring that issue is just not good junior investing. The distance between Lynas and the "HREE projects" is large. Not only will Lynas produce a lot of HREE's based on Mt. Weld's high ore grade but they can exploint that cash flow difference and address HREE markets as well. I am surprised that fact is not more accepted, especially by co called experts.

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Bullish on LYC. Focused on the company story.

[JoJo49]

LYC Lynas Corporation Limited
November 2011
30th Change of Director`s Interest Notice
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6591…


30th Appendix 3B
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6591…


30th Results of AGM - 30 November 2011
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6591…


30th Chairman`s Address to Shareholders - AGM 30 November 2011
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6589…
LYNAS ANNUAL GENERAL MEETING 2011
CHAIRMAN’S ADDRESS

It is my pleasure to welcome you to the Annual General Meeting of Lynas Corporation Ltd, my 11th as CEO and 6th as Chairman of the Company.
At the AGM in 2001 the market capitalisation of Lynas was about 12 million dollars. Today, I am very proud of the fact that our Company is member of the ASX 100 Index with a market capitalisation exceeding 2 billion dollars.
I can genuinely say that there has not been any previous meeting where I can welcome you with such a feeling of optimism and confidence about the future of the Company as I have today.
We are on the verge of implementing our vision of being the Global Leader in Rare Earths for a Sustainable future.
In a very major milestone for Lynas, production of Rare Earths concentrates from our Mt Weld mine commenced in May this year. The plant was officially opened in August and has been very successfully commissioned. The Plant is achieving Final Concentrate Grades in excess of 37%, which is in line with our ramp up plans, while our Concentrate Recovery rates are averaging more than 65%. This is above our expectations and highlights that this part of our production process is now significantly de-risked.

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


30th Presentation to Shareholders - AGM 30 November 2011
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6589…
30/11/2011
Lynas 2011 Annual General Meeting
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Grüsse JoJo