LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 178)

[Optimist_]

Hat jemand an dem IR Call teilgenommen? Hier könnte die Teilnahme im deutschen Forum sicher noch besser sein. Interessiert doch jeden was NC höchstpersönlich so gesprochen hat. Und ausserdem eine gute Gelegenheit an seinen Listening skills in aussie English zu feilen.

Der Link sollte direkt auf den Player gehen.

http://www.media-server.com/m/p/34kk9w3y

...und alle bisher gelaufenen findet ihr hier:

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

[Optimist_]

Zitat von VirtualNormann: Es wird immer verrückter

Hab ich auch gedacht ....diese Fuziah Saleh muss echt ne crazy Oma sein. Will Siemens überreden Lynas zu kontrollieren.

Statt mal wieder sachlich zu werden, nach diesem Bericht, wird immer weiter gemosert. Gegen das Gespenst der Umweltverschmutzung, Krebs und radioaktive Strahlung.

[VirtualNormann]

Es wird immer verrückter

Siemen denies ‘making promises’ over Lynas

A residents lobby group, calling themselves Badar, have claimed that German electronic giant Siemens had 'promised' to investigate the Lynas rare earth plant.

KUALA LUMPUR: German electronics giant, Siemens has distanced itself from the ongoing debacle surrounding the Lynas rare earth plant in Kuantan despite efforts by residents to stop its construction.

Siemens CEO Prakash Chandran yesterday denied claims that the firm had promised Kuantan MP Fuziah Salleh and a residents’ group, calling themselves Badar, that it would ‘delay or call-off’ the construction of the RM700 million Lynas Advanced Material Plant (LAMP).

The group, which had met with Chandran, earlier in the day, also claimed that Siemen had promised to set up a team to investigate Lynas’ practices over the LAMP construction.

The plant is currently being built in Gebeng, in the outskirts of Pahang’s capital, Kuantan and is 60% completed.

Flatly denying such promises, Chandran said that while it expects its suppliers to abide by their strict code of business practices it had nothing to do with the existing rare earths refinery.

“What we said was that we have an expert team and we will convey whatever was said to our headquarters.

“We have not used the word ‘investigation’ because who are we to investigate?” he told reporters after meeting with Fuziah and representatives from the group.

He also denied telling the group that Siemens would be investigating Lynas practices in relation to LAMP.

“We are not evaluating the existing plant. The existing plant is supplier for our plant.

“Siemens code of conduct for all suppliers will have to be implemented,” he added.

Siemens Germany-based head of direct drives sales , Alexander Pulkert, who was also present at the press conference, moved to assure Fuziah and the group that it was committed to building an eco-friendly magnet plant and was confident that its partner could meet their strict requirements.

Siemens had recently announced its plans to partner Australian miners Lynas Corp to set up a high-powered magnet plant in Malaysia using the refined rare earths produced by the latter’s refinery plant.

‘We are not against Siemens’

Meanwhile Fuziah at a separate news conference earlier said they are not in any way against the German firm but merely asked Siemens to review its joint venture given that it had promised to hold Lynas accountable.

“We are not against Siemens, we are not against their plant to produce magnets but that the joint venture (deal) will give a reason for LAMP to be in existence,” she said.

Fuziah, who is also one of PKR’s vice-presidents, is currently leading the battle against Lynas after local residents expressed fear of radiation leaks.

She said the residents had raised their concerns with Siemens at the meeting.

“On that note, we said we want to hold Siemens responsible to their word.

“And they showed a very open attitude where they said they will have their own research team, they will set up their own experts and they will do their own investigation and they will ensure that Lynas complies with their standards, not with Malaysian standards or with other standards,” she said.

Fuziah then claimed that Siemens had promised to put Lynas to task should they fail to comply with their strict standards.

“And should Lynas fail to comply, then they will put Lynas to task. This is what Siemens promised us.

“And for us, that is assuring. We believe Siemens will keep their word,” said Fuziah.

Quelle: http://www.freemalaysiatoday.com/2011/08/06/siemen-denies-ma…

[Optimist_]

Zuerst, einen schönen, erholsamen Urlaub JoJo!...und besten Dank für dein stetiges Engagement, den Thread hier frisch zu halten. Fakten, Querverweise und Quellen sind die beste Ergänzung zum täglichen "Gelaber".

Da ich gerade keinen Urlaub habe, versuche ich ab und zu mal einzuspringen .

Also das gefällt mir schon mal gut:

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

..We are getting very close to putting up a sold out sign," Mr Curtis said, adding that there was plenty of interest in the remaining offtake. "There are industrial companies examining their supply chain who are very interested in having strategic discussions about long-term relationships."

...

http://www.smh.com.au/business/lynas-confident-chinas-export…

Lynas confident China's export tight fist is its big chance

LYNAS CORPORATION'S executive chairman, Nicholas Curtis, says geopolitical tensions over the rare earths trade are likely to continue, with China showing ''no real sign of increasing its exports of rare earths''.

"I think China's got very good reasons why they're not able to increase their export production. I think they need the production internally,'' Mr Curtis told reporters on the sidelines of the Diggers & Dealers conference.

"So I think that's going to continue to create perception problems about China's intent."
...

http://www.reuters.com/article/2011/08/03/lynas-idUKL3E7J30B…

UPDATE 1-Australia's Lynas Corp: rare earths recoveries exceed plan

..
"I'm pleased to say we are exceeding design-rate recoveries already," Executive Chairman Nicholas Curtis said at the Diggers and Dealers conference, a day ahead of the official opening of the Mount Weld plant in Western Australia.

Lynas still expects to start production at its processing plant in Malaysia by year-end, once it addresses environmental concerns and secures pre-operating licences.

The company expects a supply deficit for rare earths to persist through 2015, with demand seen exceeding 170,000 tonnes a year compared with expected production of 150,000 tonnes including output from Lynas and Molycorp.
...

http://au.news.yahoo.com/thewest/business/a/-/business/99672…

Lynas 'comfortable' with Malaysian plant

...
"We're finding that there are a recalcitrant few who are unlikely to be listening to the facts but... we're not seeing a problem."

He said the group had "underestimated the power of social media in pushing this issue".

A Malaysian Government-commissioned report released in June largely dismissed community concerns about the threat of radioactive pollution.

However, it made 11 recommendations that Lynas will have to adopt before it is granted an operating licence, including setting up a long-term waste management program and a decommissioning fund.

Mr Curtis said the company faced an "extraordinary" once-in-a-lifetime opportunity to take advantage of China's decision to clamp down on exports.

"The outlook for rare earths remains very strong," he said.

"We think we are there to sustain this market for the very long term."

[FutureEarth]

Antwort auf Beitrag Nr.: 41.887.968 von JoJo49 am 03.08.11 20:32:57

Werter JoJo49,

wünschen einen sonnigen erholsamen Urlaub.

Beste Grüße
FutureEarth

[JoJo49]

Zitat von Optimist_: Unglaublich, ....diese Banker...

http://www.wallstreet-online.de/nachricht/3206814-deutsche-b…

Deutsche Bank Securities stuft Lynas auf buy

Rating-Update:

Frankfurt (aktiencheck.de AG) - Levi Spry, Analyst von Deutsche Bank Securities, stuft die Aktie von Lynas (ISIN AU000000LYC6/ WKN 871899) unverändert mit "buy" ein. Das Kursziel werde von 2,60 auf 2,59 Australische Dollar gesenkt.

....1 Ct. weniger...wie hat er denn das kalkuliert??! Schlaumeier!!

Ja ich weiß, mußte auch herzhaft lachen.

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

Rare treat as Lynas ready to put up the 'sold out' sign

Sarah-Jane Tasker
From:The Australian
August 04, 201112:00AM


Lynas Corp's rare earths mining operations in Mount Weld, Western Australia. Picture: Supplied Source: The Australian


RARE earths miner Lynas remains bullish on the future demand and strong price of its minerals and is close to putting up the "sold out" sign for the sought-after products.

Lynas executive chairman Nick Curtis, who was in Kalgoorlie yesterday for the annual Diggers and Dealers mining conference, said the company had already allocated about 70 per cent of its 11,000 million tonnes from stage one of its projects, but was leaving itself some room for flexibility.
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Bin ab Morgen für drei Wochen im Urlaub und dann grundsätlich nicht online

Wünsche @ in dieser Zeit viel Erfolg und alles Gute


Grüsse JoJo

[Optimist_]

Unglaublich, ....diese Banker...

http://www.wallstreet-online.de/nachricht/3206814-deutsche-b…

Deutsche Bank Securities stuft Lynas auf buy

Rating-Update:

Frankfurt (aktiencheck.de AG) - Levi Spry, Analyst von Deutsche Bank Securities, stuft die Aktie von Lynas (ISIN AU000000LYC6/ WKN 871899) unverändert mit "buy" ein. Das Kursziel werde von 2,60 auf 2,59 Australische Dollar gesenkt.

....1 Ct. weniger...wie hat er denn das kalkuliert??! Schlaumeier!!

[JoJo49]

IMHO nicht uninteressanter Bericht wenn mancher Part auch mit Vorsicht zu genießen ist und die Annahmen genausten zu hinterfrage bzw. zu recherchieren sind.

Grüsse JoJo


http://goldstocktrades.com/blog/2011/08/02/rare-earths-separ…

Rare Earths: Separating Fact From Fiction
In Market Analysis, Stock Movers on August 2, 2011 at 6:35 pm

...

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

[JoJo49]

http://au.news.yahoo.com/thewest/business/a/-/business/99672…
Lynas 'comfortable' with Malaysian plant

KATE EMERY, The West AustralianAugust 3, 2011, 12:23 pm

...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


http://www.benzinga.com/11/08/1827284/rare-earths-separating…
Rare Earths: Separating Fact From Fiction
By Jeb Handwerger
August 02, 2011 2:35 PM
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

http://online.wsj.com/article/SB1000142405311190334140457648…
AUGUST 2, 2011, 3:09 P.M. ET.
China Considers Tightening Rare-Earth Quotas
...
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…



Grüsse JoJo

[SuanC]

BEIJING - The rare-earth processor China Minmetals Nonferrous Metals Co said it is planning to halt output to adhere to the country's mandatory production limit.
That comes amid a recent stabilization of rare-earth prices, which have surged fourfold since the start of this year.
The company, which has an annual rare-earth processing capacity of 14,000 tons, "hasn't decided when will be the specific date to halt production", anonymous sources from the company's marketing department was quoted by National Business Daily as saying on Tuesday.
The non-ferrous arm of State-owned China Minmetals Corp, the nation's biggest metals trading firm, issued an appeal on Tuesday to other domestic rare-earth processing plants to also avoid illegal over-production.
The appeal came after the nation's annual output limit for smelting and processing rare-earths products had been reached.
"We will definitely use up the quota before the end of this year," Gong Bin, chairman of Ganzhou Qiandong Rare Earths Group Co in Jiangxi province, one of the country's major deposits of medium and heavy rare earths, told China Daily.
He said the company is compiling its output volume and will halt production if the figure is beyond the limit.
Authorities, including the Ministry of Industry and Information Technology, in April set the rare-earth output limit at 93,800 tons this year.
However, rare-earth producers have not adhered to government guidelines because of weak oversight.
China's annual rare-earth output has surpassed 100,000 tons on average since 2005. The limit set by the government is around 80,000 tons a year.
Minmetals said that the halt is in accordance with the government's requirements to protect the environment.
China, the world's biggest producer of rare earths, which are vital for high-tech devices such as Apple Inc iPhones, tightened exploration of the valuable metals in recent years to prevent over-exploitation.
"The domestic smelting and processing capacity of rare earths is far beyond the output of rare-earth ore. In this regard, the production halt will help ease over-capacity," said Liu Minda, an analyst at Huatai Securities Co Ltd.
Rare-earth prices have increased more than fourfold this year after China began consolidating the industry.
However, prices have leveled since July. The price of cerium oxide has dropped by 4.11 percent in a month.
Processing companies are also betting that the halt will ward off further price declines, said Wei Chishan, an analyst at Shanghai Metals Market, an integrated online news and information provider for the Chinese non-ferrous metal market.
He added it is still too early to predict how the halt will affect prices and if other companies will follow suit.

http://english.sina.com/business/p/2011/0803/385413.html