LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 192)

[JoJo49]

Eine der aktuell höchst bewertesten Postings aus dem HC-Forum zum MCP-Push in den USA durch die Firma sowie den BB und Medien den ich voll und ganz unterschreiben kann:
http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147758…
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The best thing I can say about the Molymess is that Lynas is holding up well. I do dislike Moly now more than ever. Many knew this would happen and we were powerless to stop it. But I dislike them most because of what the insiders have done to a lot of retail investors.
The whole Moly approach has been gross. The way they over promise and suck all of the oxygen out of the room drives me nuts. I hope the US business media feels just as used as anyone.
Perhaps now that the US business media has been so taken in by the rare earth story they will look for fundamentals instead of windbags and pumpers. Perhaps they'll notice that the whole North American rare earth sector got crushed today, but Lynas is holding up. Then maybe they will realize that Lynas is a company with a story, and not a story with a stock (MCP).
Perhaps they will do a little journalism and realize that Lynas being fully funded is a big deal. Maybe they will respect the short timeline for Lynas. Perhaps they'll ignore the irrelevant grey lady (AKA the New York Times) and instead see how much Lynas has already built and achieved. Maybe they will look past amateur analysts with silly price targets and look at the real companies.
I have hated Moly for being the worst of what I see in junior mining investing. The pumping from amateurs; the press releases telling a misleading and inconsistent story; the innovation claims without proof; the promises without flow charts or engineering; the misleading statements designed to fast forward profits before the true story really exists; the me first beating of their own chest with disrespect towards all others; the filibuster and condescending tone that regularly sucks the oxygen from the rare earth space without offering anything new.
Yes, CNBC, Fox Business, and Bloomberg you fell for it. Throw Forbes, the (Wall Street) Journal and a mountain of web media in the same sucker's bin as well. You were fooled by Moly because it was easy. They were a story without the need to research. A headline without the need for journalism. A willing talking head with much to say even though there was no substance behind it all.
I don't expect the media to love junior mining investing like me. But if you would have read and compared the company's, the substance would be obvious. Lynas has been the clear substance all along.
The good news is there is always the chance to get it right. The Lynas Godzilla is coming out of it's shell as we speak. The story is ready. The need for rare earths is greater than ever and Lynas is ready to meet that need. Rare earths were always a global story and the true global player is here. See the substance. Report the content. Be journalists. Study, understand and report. The Lynas Corporation is ready. Don't miss the scoop. The markets always give a next chance every day. Don't miss Lynas. It is all you ever wanted Moly to be with one great addition- it is REAL.

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Bullish as can be on NTU and LYC.:-)

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Eigentlich IMHO unglaublich!
Auf der nachfolgenden Anti-Lynas Seite wird gelogen das sich die Balken biegen ...

http://savemalaysia-stoplynas.blogspot.com/2011/06/welcome-t…
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Where is your conscience?
Where is your social responsibility?
Are the billions you are going to make
Worth the environment/LIVES of people you are going to destroy

This world is not just about making money
It is about generating wealth so that we can live
In harmony with nature, with one another

Australia rejected your Rare Earth operation
Australians disapproved of your inhuman actions

Malaysia accepted your plant here
BUT Malaysians reject and detest your inhuman acts

What a tragedy that so many people must die before you wake up.

7 June 2011 21:30

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




... und gleichzeitig wollen sie mit Hilfe der Russen in ihrem Land ein AKW bauen.

http://www.bernama.com.my/bernama/v5/newsindex.php?id=592367
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

IMHO macht sich die Anti-Lynas-Bewegung damit vollkommen unglaubwürdig.

da ich erst nach Pfingsten wieder online sein kann wünsche allen jetzt schon schöne, erholsame Feiertage


Grüsse JoJo

[JoJo49]

Da kann man IMHO nur dankbar sein über die sachlichen und informativen Postings aus dem HC-Forum zu Lynas wie die aktuell fogenden:


http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147742…
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Guys, it really started as a short term stint for, I felt that I had to protest and straighten out the lies that Anti Lynas has been spreading and then pull out all together. But the opposite seem to happened and more and more Malaysians start messaging me and wanting to know more about Lynas. Last night they made me Administrator of the Facts about Lynas forum, which I am quite reluctant to keep posting because its simply tiring.

What interesting to note is some of the fact about the plant which I have posted a lot of Malaysian tell me that they are surprised that they didn?t know that and they start to realize the fact that the Anti LYC people has been hiding from them. Also lately they have started to ban quite a lot of trolls so that people who want to learn about LYC seriously can concentrate.

If you guys want me to post some information about Lynas so that Malaysian know about it because they are asking me for more and more each day please post here. Or if you have facebook account please find ?Facts about Lynas? forum and I will add you so that you can post the stuff that you want.

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http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147712…
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think it reasonable to assume that if the Chinese are building a stockpile of 300,000 tons then they will be able to look after their own needs for most rare earths; isn't that the whole point of having a stockpile?. They also have huge reserves, 27 million tons, so where is the shortage going to come from?. Only from the heavies according to the article below. The Chinese have cut export quotas to protect the environment and conserve HREE but primarily to attract companies from abroad who don't want to pay the high export prices - that's where the real benefit is to the Chinese economy. It makes sense therefore that Chinese internal prices will always be less than export prices, if not these companies will go elsewhere.. At the moment the Lynas basket price in internal Chinese prices is approximately $70. Last January it was less than $20. Nice increase but could it ever get to $1000? - not a hope imo



http://www.bloomberg.com/news/2010-10-16/china-says-its-medi…

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http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147758…
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Well bz,
It is not about hating Moly even if Smith has been condescending as all get out towards Lynas (latest calling us some greenfield project in WA). And their cost slide taking a shot at Lynas' costs is a cheap shot IMO.
But the real fact is they may well be an insider con game of sorts. This will hurt the whole emerging rare earth space if it gets ugly by raising integrity issues on all of the juniors in the space.
Consider this:
- Issuing 10,000,000 Share secondary of common.
- Offering $200 million in convertibles.
- 11.x million shares just released from the lockbox. That's $230million (assuming the oversubscription oversubscribes, which it will) dilution.
- Selling stockholders intend to grant the underwriters of the Common Stock an option to purchase an additional 1,500,000 shares of the Common Stock.
- Still in pursuit of a $200 million dollar loan guarantee from the government. (I disagree that the convertable negates this. Nothing in the press releases supports your view.
-$130 million dollars in funding is pending from Sumitomo.
Moly's Phoenix Project is either going over budget already or some of their funding sources are a bust. Either way, I think the stock is going to get crushed IMO. And the insiders are already making out like bandits. This can lower confidence in the rare earth sector which would have some effect on Lynas too.

But the question is why not be nice to both of these companies?
Moly claiming they will do 40,000 tons per annum is fueling oversupply concerns and every analyst coving Lynas is dropping our NPV because of the effect on REE prices that such production would have on us. Moly makes this claim to bolster their valuations while insiders walk out of the lockbox with big cash.
Moly is also fueling claims that rare earths are a bubble. Without Moly's unrealistic promises and ballooned valuations the "bubble" argument would have no legs. These guys are "me first" at every turn and at anyone's expense.

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Bullish as can be on NTU and LYC.:-)

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http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147709…
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Am I the only guy that sees a fatal flaw with adding up production CAPACITIES of a bunch of greenfield mines (and with all of the changes in Phoenix I regard Moly as Quasi-greenfield) and concluding over supply is near?
http://www.lynascorp.com/content/upload/files/Presentations/…
(Slides 13-14)
I mean in my experience with junior miners, capacity is rarely reached. And for Moly to get to 40k t/a of oxide is nuts IMO. Moly acknowledges that their concentrator work leaves about half it's rare earths behind (that's normal in magnetic floatation). This produces about a 40-50% concentrate. Then consider a little more than 75 % recovery at the chemical extraction stage to get oxide.
So 40,000 t/a of oxide is
53,333 t/a of rare earth oxide extracted from concentrate (40k / 75%). Now add back in the gypsum and you need about 110,000 t/a of concentrate for the processing plant. To produce that in the concentrator it needs about 200,000-250,000 tons of ore to the concentrator every year! That is a massive amount of blasting and transporting then crushing through the kiln of the concentrator. I think it is unrealistic IMO. Maybe that's why Lynas is keeping 20k in the slide.
Now take Lynas wanting to start with a fourth of the number and getting to half that Moly number in their phase two. That is also a major task. Lynas has the advantage that they have done the physical extraction from Mt.Weld (several years worth) while Moly is just getting to new ore and is using up the back stock right now. But in either case this is a tall order.
Now consider Arafura is often counted as the number three producer. They are greenfield, trying to do half as much as Moly and have to rail their ore across Australia from Nolans to Whyalla in the south. No knock on these guys but there is a reason they call it capacity.
My point is I think everyone probably falls short of absolute capacity but demand is likely to be as large or greater than forecast when we consider the growth of the end markets. All of this suggests we are much further from oversupply of either HREE or LREE than current expectations. And since HREE are extracted at the very end of the chemical process those supply figures are even more overstated than current assumptions IMO.

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Bullish as can be on NTU and LYC.:-)

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Grüsse JoJo

[JoJo49]

Eine IMHO mehr als aktuelle Info auch dem HC-Forum zu Lynas: http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147708…
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Arnold James ..Company secretary rang me back well after Market close and apologised Liz Whiteway couldnt return my call..all are flat out ..and said could only spare me a few minutes...25 mins later,we closed off.
THE CONCENTRATION PLANT.
Im starting with the most important issue.
Apparently there has been quite a bit of scepticism in the US as to the Commissioning of the CP.
Please explain.
In a nut shell..does LYC have enough skill/knowledge to get the CP operational...?????
SO ?
This is actually a price sensitive issue.
This was a lesson to me how little we know whats happening over our heads.
Bottom line.
The Commissioning will extinguish these doubts.He couldnt elaborate WHO were sceptic,but obviously its the Fund managers.
Then the line I was fishing for.
Everything with the CP is going to plan,and that an announcement to the Market would be made sometime in June.
I know the majority of posts on the CP have been low key in importance..not so with LYC..obviously very important.
Its about convincing the sceptics.
Summary.
The CP is 2 issues.
1.The Commissioning (everything going to plan) is paramount.
2.Capacity and output.Time is on LYC,s side ..Arnold said they have up to Sept to get the ore there,so no rush.(also sensitive as will go hand in hand with Commissioning ann...vital..is NO.1
THE LAMP.
Progress is at Ramp up stage.Employment advertising has begun.Full steam ahead for Sept completion.Everything on schedule.
IAEA.
Of the 22 meetings there were closed and open meetings.
The closed ones were with LYC..Sensitive.
The Malay GOV...Sensitive.
Opposition parties..sensitive.
During the open sessions the virtues of the LAMP were explained.
What Virtues ??
Glad I asked,I was under the impression that the recycling water process was the water going through the plant...actually its the wash through the waste.
Well my ears went into overdrive.
Grab a cuppa Arnold..tell me exactly.
He called it a river,so this water comes from this nearby river ,unpurified...flows through our crappy waste..(not the plant)and comes out purified.
I asked..Did you at least grab a glass of water from the "before..and "After" and show it to our dear protestors..he laughed..visually you cant tell he said,..but once you analyse it ..big difference..purer.

Diplomatically..Arnold said ..We will respect the findings of the IAEA,and that he really couldnt comment on or speculate what their final report would be.
Summary.
The IAEA ticked all the boxes.Very professional.Were authoritarian,did chemical testings,inspected the plant physically,spoke and listened to all points of view.
Now we wait.
THE PROTESTORS.
Allow me to digress.
In my brain I see the protests as a negative 9.
Its chances of success..a 2...out of 10.
In that mindset,my opening remark was that I have a real concern about the protestors capacity.
Straight to the Summary.
LYC see the protestors ..negative value..0.1.
Chance of success...0.00.
I deflated at the speed of a pricked balloon...a good deflation..like when you have wind..and you evacuate a room.
Arnold...they are such a minority......me....no they are not...have you looked at all the forums..the internet in general...(God i thought im an internet nerd)
LYC have scanned the forums..conclusion..
1.The protestors are walking up to people and asking them do they want a nuclear plant near their home..no..good sign this.
2.Multiple entries..same posters.
3.Weapon..fear..emotion.uninformed.
EFFECT>>>NIL>
Arnold ..talk to me about the Ringleader..Fuziah Salleh.
He laughed,before he could say a word..(in built protection against a BS answer)..she was invited to the First IAEA meeting on monday..the 10.30 session..she had 30 mins with the experts..and since then is in full cry.
Arnold..yes..straight afterwards her tactics changed to DISCREDIT the IAEA.
(Yes we saw that shift)
Summary.
We Lynasheads have to go for a walk in the cold air,or get a good looking girl to slap our faces.Clear our head.
We in the trenches have magnified the impact of the protestors.
See below.
Malaysian Gov.
If the protestors were an earthquake ..with the GOV..they are about a 0.0001 on the Richter scale.
Arnold..went into rhetoric.."we are being fully supported by the Gov...we are in constant communication on all levels..the AELB..Inviromentalists..its on going and with full support.
They want this project to get underway as quickly as possible.
Summary.
They likewise will respect and wait for the IAEA final report.
Sojitz.
Q..Arnold..when Sojitz did their due diligence did they engage the Gov.
Arnold..yes they did..the principle issue was the ENVIROMENT..Japan was very sensitive to the Mitsubishi disaster.
This meant that they put LYC and the Malaysian GOV. through the microscope.Then they SIGNED THE CONTRCT.
Q.Has Sozitz remained in contact due to the protests ?.
No need ..all the assurances are nailed down.
Yes the only ones going the wrong way are the few protestors.
THE WASTE.
Almost annoyed..an announcement has already been made public..the Gypsum..3 different..blah blah ..whoooo Arnold.
I know the breakup..what i want to know is how far down the track is LYC with signing contracts for the waste.
He started by the misconceptions as to how much waste would eventually need to be stored.
So we moved onto the gypsum..we know there are 3 sectors in this waste.
Sector 1..Gypsum..already has 2 commercial entities where contracts are at negotiated stage.
Sector.2 .Gypsum..at the request of clients doing tests.
Sector 3..PROBLEM CHILD..full on research continuing,few options,more being tested.
Summary.
Any query on the Waste Management Issue...its full on.
Obvious Q..ok so while all this is evolving whats happening with the waste.
Same answer as we all know....LYC has gone above and beyond standards or requirements..Engineered Storage tanks.
I asked for a time span..best he could give was ,LYC will only store the stuff in the short to medium term..well ..throw a dart...but its not safe..its ultra safe.
China.
Arnold....when do you anticipate China will come out with the 2nd half quota.
Yes..due this month..perhaps 1 st week in July.
Q..how are you reading China.
Arnold..China is distorting the figures as they are including alloys in their figures which would indicate a rise in quota.
However,the mines they are closing down is having quite an impact on production.
China is concerned for their own market,so a drop in quota most likely.
MY summary.
Im a Libran..and about the only thing that i accept about Astrology..is that the greatest sin a Libran can do is not to give a Balanced view.
Ive tried desperately to interperate this realy important conversation with LYC without bias.
When i sift through the mist it strikes me how Arnold spoke of the importance of the CP commissioning...because it made my mind float.
Chihawk..wrote that when MCP CEO Smith last spoke ..he referred to LYC..as a..Greenfield.
So add US sceptism,my first thought was..you bastards.
MCP/US has all the know how,the rest know nothing.
Arrogance.
I could be miles off..but i gathered from Arnolds tone to Commission the LAMP would fair stick it right up the DOUBTERS...or is that just me.
Disclaimer.
This my opinion..when Arnold referred to theb US..I dont think hev was referring to the citizens,...but the Major Fund Managers.
Yes they look at the Basket Price..yes we gloat we can produce 11,000t,but the Boys are saying..PROVE YOU CAN EVEN GET TO SQUARE 1..it makes more sense to me why we have been so tightly held..Crush the stuff to specification..then we will really take you serious.
To me..the money so far thrown at LYC has been Insurance..Just in case we can deliver.
If this is the reaction to the CP..then we can summise that the same doubts will relate to the LAMP.
That is in the hands of the Rhodia/our scientists..good..they are Pros as well.
There are some massive kick starters for the SP.coming up.
ill end by saying..my glass half full response to the protestors,after hearing Arnold,its a whisper,not even noise.



Grüsse JoJo

[JoJo49]

Zitat von alcoholic: Wenn man das so liest, wird eigentlich immer klarer, daß es der Anti-lynas Front
garnicht um Lynas geht, sondern um Politik. Das Lamp wird benutzt, um die Gunst der Stunde( Fukushima) zu nutzen und mit gezielter Verunsicherung und Vorurteilen auf
politischen Stimmenfang gegen die Regierung zu gehen. Fakten sind für diese Gruppen deshalb prinzipiell unerwünscht.

Gruß

Genau so sieht es aus, allerdings wird dabei IMHO von nordamerikanischer Seite fleißig mit allen Mitteln der Verhinderungs- bzw. Verzögerungsprzess unterstützt.

http://business.globaltimes.cn/industries/2011-06/662758.htm…

Baotou Steel Rare Earth replaces rival processors in Inner Mongolia
Source: Globaltimes.cn [17:58 June 07 2011] Comments


Inner Mongolia Baotou Steel Rare-Earth (Group) Hi-Tech Co.,Ltd, the largest rare earth production and processing enterprise in the world, will replace its competitors in Inner Mongolia to become the only firm running upstream operations of rare earth in northern China, the Inner Mongolia Autonomous Region Government Office said recently, according to People.com.cn on Thursday.
The other 35 upstream companies in the rare earth industry in Hohhot, Baotou and Bayan Nur -- cities in Inner Mongolia -- will face restructuring or closure. The restructuring work will be finished by the end of June.
Through the integration of upstream rare earth companies, a unified system will be formed under Baotou Steel Rare Earth and will comprise all operations including mining, mineral separation, smelting and trading, according to Ya Saning, director of the Inner Mongolia Autonomous Region Economic and Information Technology Commission.
"At the current scale of production, only Baotou Steel Rare Earth can satisfy the control index of total mining for the Ministry of Land and Resources, the mandatory production plan of the Ministry of Industry and Information Technology and the export quota of the Ministry of Commerce ," said Liu Jingchun, a researcher at the same commission as Ya.

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


Die folgende Anti-Lynas-Diskussion kann man IMHO in einem Satz zusammenfügen.
Egal wie falsch bzw. unrichtig unsere Behauptungen, Annahmen usw. sind und was bei allen Prüfungen herauskommt, wir sind dagegen.

http://www.theepochtimes.com/n2/world/malaysia-weighs-costs-…
Malaysia Weighs Costs and Benefits of Rare Earth Metals Refinery

By Yang XiaoHui
Epoch Times StaffCreated: Jun 6, 2011Last Updated: Jun 6, 2011.


KUALA LUMPUR, Malaysia—A Malaysian politician has warned that the construction of the world’s largest rare earth metals refinery plant on the east coast of Malaysia poses health and environment risks to the area’s local inhabitants.

Speaking at a forum, Fuziah Salleh a member of parliament from Kuantan, warned her fellow Malaysians about the possible consequences of following in China’s footsteps in refining rare earth metals.

Rare earths, also known as strategic metals are key raw materials to production of high-tech products such as computer products, mobile phones, automotive, renewable energy equipment, and military weapons. It consists of a group of 17 metal elements at the bottom of the periodic table.

Exposure to such materials remains a hazard due to their carcinogenic nature. China is currently the only country that refines rare earth metals, giving it a monopoly in the industry.

Ms. Fuziah said China produces 30 percent of rare earths, but controls 95 percent of the global supply. The reason for this control she said was because no other country is willing to refine the ore. “Most countries shipped them to China for refining processes,” she said.

At the heart of the rare earth controversy in Malaysia is Lynas, an Australian mining giant. Lynas was awarded the license in 2008 to construct the RM700 million (US$232 million) rare earth metals refinery plant at the Gebeng Industrial Park, Pahang. It is the first rare earth ore processing plant to be built outside China in nearly three decades.

China’s existing standard of handling radioactive waste is different what is implemented in Australia under the 1992 Safe Code of Practice.

“Why are we so concerned about this?” asked Ms. Fuziah. “It is because there is not a single rare earth refinery outside of China. In the petrochemical industry, there are standards and guidelines established for their waste management,” she said.

“However, there is not one being established for rare earth metals. We know that there are many academic journals being published that describe how rare earth refinery plants in China had damaged the environment, how it had lead to cancer, and so on. We certainly do not want to use this as a benchmark,” said Ms. Fuziah.

“China is facing severe environmental damages. Even they are shutting down some of their refineries. So, why should Malaysia build one?” she continued.

The plant is located in the northeast and 25 km (15.5 miles) away from Kuantan, the capital of the Malaysian state of Pahang. It is currently 70 percent complete, and is scheduled to be operational by September. It is also expected to create 350 job opportunities.

When fully operated, this will be the world’s largest rare earth refinery plant with an estimated annual production of 22,000 tons of rare earth metals, valued at RM800 million (Malaysian riggit) ($265.3 million)—equivalent to 30 percent of the global market.

The Malay Ministry of International Trade and Industry (MITI) announced that the independent international panel of experts responsible for reviewing the safety of the Lynas plant will organize public consultation sessions. A report would then be submitted to the government and public.

MITI emphasized that the panel is comprised of foreigners who are independent and professional members relevant to the industry. There are no Malaysians, Australians, or Chinese to avoid any possible conflicts of interest.

Malaysian Trade Minister Mustapa Mohamed says the refinery will not receive government approval to being operational until the panel completes its assessment. "We will never compromise the public interest in the handling of the Lynas issue, and the health and safety of our people and the environment will continue to receive the highest priority," Mohamed told a press conference on April 26.

Speaking at the same forum, the vice chairman of the ‘Save Malaysia, Stop Lynas’ committee, Tan Bun Tee, said, “We realized that if constructed in Australia, a plant of such scale must be at least 30 km [18.6 miles] away from residential area. In other words, it needs a 30-km of buffer zone.”

“However, the Lynas plant in Gebeng Industrial Park is about 2 km [1.2 miles] away from a high-density household area. This means that we have about 700,000 people living within 30 km radius of this plant,” he said.

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


Grüsse JoJo

[alcoholic]

Antwort auf Beitrag Nr.: 41.608.993 von JoJo49 am 06.06.11 18:35:42

Wenn man das so liest, wird eigentlich immer klarer, daß es der Anti-lynas Front
garnicht um Lynas geht, sondern um Politik. Das Lamp wird benutzt, um die Gunst der Stunde( Fukushima) zu nutzen und mit gezielter Verunsicherung und Vorurteilen auf
politischen Stimmenfang gegen die Regierung zu gehen. Fakten sind für diese Gruppen deshalb prinzipiell unerwünscht.

Gruß

[JoJo49]

Aktuell aus dem HC-Forum:
$203.73 per kg
https://sites.google.com/site/4lynasheads/

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Big increases in Asian Metal Prices see link
http://www.asianmetal.com/partner/pelemountain.html

I have run the lowest listed prices through Lynas Basket and it comes in at US$203.21

GLA holders

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I have just left a message with Liz Whiteway at LYC..currently in a meeting.
Ill be covering as much ground as possible..ie more details re the IAEA..22 meetings with the locals.
The waste ..an update.
Start up date for LAMP.
If there is anything specific you want me to ask..let er rip.

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oneforthe,
I went back and read your last summary from your prior Liz Whiteway discussion (message #6745978). I guess I would ask if Lynas would consider an announcement on the pilot testing going on. I think an announcement regarding how clean the water at the plant is would be valuable. Really, any announcement talking about the State of the Art nature of the LAMP versus current processing plants would be helpful IMO. Details about our new pollution controls, safety procedures, recycling, even production efficiencies or an update on the amount of concentrate produced so far at Mt. Weld. Any of those subjects would be informative and helpful. I think this is as good a time to discuss those issues as any. Staying silent and trading on technicals is not necessary nor shareholder supportive IMO. Just my thoughts.

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Bullish as can be on NTU and LYC.:-)

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http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147632…
rorkes,
The LAMP is a 99% go. The 15% you mention are a bunch of ill-informed bed wetters that do not deserve any credit IMO. Their position lacks research and shows too much weakness for me to keep politely showing respect. Thank them for the buy point, grab some more shares, and watch the share price go over $3 after approval.
I mean really. A couple hundred clowns are going to tank a nation's economy, blow up it's trade relations and topple every non-Chinese industry dependent on rare earths? Rarely are opportunities like this offered to people just for not being a fool.
DYOR. But actually research. Don't just quake when a mindless ideologue writes a story in an unknown paper. Analyze the facts.

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Bullish as can be on NTU and LYC.:-)

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http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147632…
It appears we are arriving at a crucial stage in the LYNAS road to production. After reading a lot of research and comments done by fellow Hot Copper LYC supporters it appears that the most likely outcome to be annonced by the "expert committee" is that the LAMP is about 85% ready to go, just need a bit of fine tuning on the other 15%...I see this as a very positive announcement which will have a VERY POSITIVE impact on the SP....what do other LYC shareholders think on this point...as you can see Iam very BULLISH on the stock and we could very well see $3 and beyond in July after the end of June Decision...I am accumulating at these cheap levels...IMO

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http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147580…
Fair enough zopa,
But what happened to Fortescue and Mount Gibson in 2005 that made the stocks run?
And what happened to Paladin in 2004?
Didn't alot of people think these start up stocks were good stocks before their runs?
The answer is yes, but there were questions about execution and competition mainly.
Lynas does not have real strong competition, but many doubt execution. They worry about politics, Lynas' ability to separate REE, Lynas' ability to meet production targets.
This is a classic stage for any start up and it is no surprise that it is holding the price down for the moment. But for those that understand Lynas is fully funded, has the support of Rhodia's processing knowledge, will be the first non-Chinese producer, has the support of the Malaysian government and will be the most advanced and safest processing plant the opportunity is obvious.
I remember holding FWG when the talk was that Twiggy was remaking Anaconda. Then it was BHP and RIO would keep them out of the market. Then there were doubts about Vale taking share. None of it happened nor did the fears make much sense when you researched it.
I personally, feel the same way now about the Lynas opportunity and Lynas fears.
DYOR.

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Bullish as can be on NTU and LYC.:-)

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Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 41.606.558 von JoJo49 am 06.06.11 11:59:11

Eine politische Hintergrundgeschichte, bezogen auf die Anti_Lynas Gruppen, aus dem HC-Forum und ein Video das aufzeichnet welche Folgen für Japan eine größere Verzögerung der LAMP bedeuten kann.
http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147612…
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Let me quickly give you guys the background story. In the past alot of Kuantan people were against the Lynas project, the people who are against the project are grouped into two political AlLiances namely the MCA led by one of their leaders Datuk Ti Lian Ker and Fuziah PKR party. Both parties in the beginning was against the project which is lead by the most powerful ruling party the UMNO and they both pressured the government to slow the project and to lead an investigation into the Lynas plant. After much pressuring the government finally caved into the pressure and decided to call the IAEA which we all know about~!

So the anti Lynas party was victorious and high 5's all around and they thought this was a victory for them. All this was fine and dandy until the MCA party who decided since we fought for the investigation and we won that Lets wait and see the IAEA findings. At this point this is where they fell apart. Fuziah's PKR sensing an opportunity to get more votes said NO WAY WE WILL STOP LYNAS NO MATTER what and the then they started fighting. When the MCA leader Datuk Ti Lian Ker voiced out his concerns he was immediately kicked out and banned from the forum. He wasn't happy about this obviously and sensing the moment was right i started engaging in conversation in him and basically gave him facts about the Lynas plant. Over time he started to realized this was no longer a safety of Plant BUT A POWER GRAB by Fuziah's party. Slowly one by one the MCA party people started supported my POV and liking my statement because i argued against the greenies with FACTS which they have no reply for. They started realizing that Fuziah PKR party was relying on fear and they don't want anyone to question and if they do they get banned and so they finally turned against themselves.

Basically in a nutshell some of the Anti-Lynas members has gradually started becoming Pro Growth supporters and will only give Lynas a chance should the AEAE give them green light.

Their leader Datuk Ti mentioned that he realized some people just don't want change becasue they are comfortable with what they have and they fear the truth. When he dropped by Sydney a few days ago(Because his daughter studies there) he even offered me to catchup for Lunch to discuss more about Lynas BUT this is not to bragged but the point is, it made me realized how powerful forum can be especially when so many people are reading it~!

Anyways i hoped i didn't bore you guys and so i should stop now. Have a great evening.
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http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147614…
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http://www.youtube.com/watch?v=q-M0SUQE0Y4&feature=feedu

No wonder Japan is pressuring Malaysia for the Rare earth plant!




Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 41.606.374 von JoJo49 am 06.06.11 11:20:41

...und noch ein paar aktuelle Postings mit Infos aus dem Hc-Forum zu Lynas die, wie man lesen kann, nicht nur ich unterschreiben würde!
http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147520…

Btw, for those who don't know who Najib is, he is the PM of Malaysia the most powerful man in the country right now and his ruling Party has been in control of Malaysia for 50 years.

http://www.economist.com/node/15670840
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

WHEN Najib Razak took office last April as Malaysia?s prime minister, the timing could hardly have been worse. The export-led economy was in recession. The ruling coalition was in the dumps after an unprecedented near-defeat in elections in March 2008. Opponents warned that Mr Najib?s government would crack down on political dissent to save its skin....CO
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http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147520…
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OMG,
Najib V Ibrahim .Coming election.Your comments ?
Hard to see the opposition getting up at next Election.

From RedState:The Malaysian Watcher.


In the West, we tend to ignore the Muslim countries of Southeast Asia too often in favor of the more rambunctious Middle East; whether this is because we are concentrating our limited energies on the larger problem spot, or ignoring places where things are going well, is probably a function of one?s particular outlook on life. Regardless of the source of this disregard, it is an error as great as choosing to ignore the safe streets in city planning in favor of the bullet-ridden ones. The good things don?t last without some tending of their own.

That leads to Malaysia, a moderate Muslim country with strong trade ties to the United States, that we too often ignore along with its other, moderate neighbors in favor of a pointless bombing campaign in Libya and other adventures in futility. Malaysia has done well for itself, holding fast to a moderate strain of Islam while continuing to grow energetically. It is not heaven on earth, but it is better than most Muslim nations, with religious minorities freely practicing their faith, and calls for extremism loudly and roundly denounced by most Malaysians. It is in and from this fertile ground that Malaysia?s current prime minister, Najib Razak, boldly decried the practice of suicide bombing, eschewing the usual Islam-means-peace pablum for a concrete denunciation of murder and suicide, explicitly calling them contrary to Islam and a mark of barbarism.

This is especially significant because English is the lingua franca of Malaysia, and so Najib?s Oxford speech was reported and understood at home. He cannot ? and to his credit, does not ? play the all-too-common game of tell-the-non-Muslims-what-they-want-to-hear, revert-to-death-to-the-Jews-death-to-America at home.

His political opposite cannot say the same.

I?m on the record having a low opinion of Anwar Ibrahim, but that?s only because he?s a virulent anti-Semite with ties to the Muslim Brotherhood who formed an opposition coalition in his country by recruiting a political party best known for calling for volunteers to fight with the Taliban against the United States. So, you know, little things. But what?s worse is how he has played the nasty demagogue at home, then played the good democrat in the West; and what?s worse than that is how the Western policy establishment has historically tolerated this.

This is one of those critically easy policy rules: If someone is blathering about the Jews being the source of the world?s problems, or, more particularly, his own, he is a very bad man, a nutter, or both. You don?t need to be a failed painter with a nasty little mustache, a figurehead president with alleged (and hastily denied!) Jewish ancestry, or a former military juntaist whom we have unaccountably not snuffed as he has gone on to destroy one of the most vibrant and productive economies in Latin America for this to be so. You can be an opposition leader trying to wrest control of your country?s parliamentary system from someone you casually describe as being controlled by the Jews.

Indeed, given his ready trafficking in old anti-Semitic (and anti-Christian) tropes, it is a wonder the extent to which Anwar has retained so much of the goodwill he managed to rack up in the late Nineties. People whom many of us (I include myself) have respected for years tend to shock us by excusing away Anwar?s disturbing tells. Probably the best, single example of this I?ve seen has been Jackson Diehl excusing the anti-Semitism as an unfortunately necessary means of political survival (while giving Anwar an on-the-record opportunity to explain away his minutes-long rant as the result of a slip of the tongue), and giving Paul Wolfowitz, who really should know better, a chance to provide Anwar some same-themed cover. That neither man would tolerate this sort of doublespeak out of, say, a Saudi prince is a telling indictment of their willingness to suspend their disbelief at inconvenient times.

Diehl and Wolfowitz are hardly alone. For years ? since at least 2008, when Anwar first explained his failure to win a national election as the result of the American Jewish Lobby doing ? something ? Western policymakers and opinion makers have given the man a free pass, ignoring each round of particularly vicious anti-Semitism as it occurs. Anwar has helpfully made himself available without pause or cessation, ready to say one thing to any Western voice that would listen, and another at home; he has been his own best press agent.

A strange thing seems to have happened of late, though. Anwar is on trial for forced sodomy (mistakenly described by Diehl and others who should know better as consensual sodomy), and the judge presiding over the case has allowed it to go forward. In a matter of days, Anwar will have to present his defense, and will doubtless explain again to Western ears that he is a beleaguered democrat facing a political charge (something the Washington Post seems inclined to believe credulously), and tell audiences at home that this is because of the Jews, the Israeli special ops, and/or the Americans.

But as yet, there is no groundswell of spontaneous opinion writing in his defense. There is no remarkable wave of excuses and dire warnings about democracy in Malaysia. There is, instead, silence.

I would submit this is the result of two, critical factors.

First, Anwar?s political touch is turning out to make a lot more lead than gold. Most recently, he has taken to excusing away his inability to move the needle in local elections, in the process doing critical damage to his coalition?s efforts in advance of the upcoming national elections by insulting a vital, potential ally. He compounded this by accusing the people of Sarawak ? where he carefully hid his ties with radical Islam during the local elections, to no avail ? of racism for failing to support his ticket, a charge that is not merely not helpful, but has the added bonus of being based on a complete misunderstanding of the facts on the ground.

The Western press likes winners and canny underdogs. It?s not quite so hot on fools who cannot keep their feet from their mouths.

The second, critical element here is the Obama Administration?s approach to Malaysia. I have been a not-infrequent critic of the Obama Administration?s foreign policy ? confused, overt deference to the genocidal People?s Republic of China, and a willingness to snub the world?s most populous democracy are not actually achievements of which Americans should be proud ? but this is one area in which the Administration seems to have caught on more quickly than its outside supporters and critics. Not only is the Secretary of State praising Najib?s call for religious moderation, but the Administration as a whole is treating Anwar as a matter of secondary importance.

And as we learned during the 2008 Presidential campaign, the media are nothing if not sensitive to the directions open and implicit of this President.

The next few months will be interesting to watch. Anwar?s trial will conclude with a verdict of some kind, and Malaysia will move toward its next national election. In the face of dual pressure, it would seem reasonable to assume that Anwar will step up his availability and his lobbying of the Administration to build support either for his appeal (if convicted) or his election efforts (regardless of the trial?s outcome).

Whether his one-man public relations campaign yields the same willingness to ignore rank anti-Semitism and tolerance of Islamist lunacy will rest on the Administration?s willingness to stand by its prior positions (an open question) and whether Anwar continues to inject his foot into his mouth when blood libels are not leaving it.


Share and Enjoy:
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http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147520…
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The opposition has NO CHANCE Oneforthe. because

a) UMNO in power for 50 years and the opposition leader is disgraced and in court right now.

b) Anti-LYC supporter there is huge in fighting in the forum. One of them was a politician named Datuk Ti Lian Ker who was strongly Anti-LYC in the beginning and he fought hard for his people against the government to introduce a study investigation into the safety of LAMP which resulted in IAEA coming to Malaysia. What happened next? Did his people appreciate what he did? NOPE they ban and kicked him out of the forum ALL BECAUSE HE SAID LETS WAIT AND SEE WHAT THE IAEA CONCLUSION IS!

I later wrote on his wall

OMG: "When you fought for the investigation and you won it for the people did they appreciate? Now you starting to realize people just don't want to face the fact about the safety of Lynas. You will start to realize this is all just a political game and to win votes from scared ill informed people." TI LIAN KER LIKES THIS.

I also Wrote:

OMG: "Dato Ti, At the Pro Lynas forum, we encourage questions and discussions! We provide you with FACTS about the plant and we never swear at people with differing POV. And yet at the Anti-LYC forum, the MOMENT you have a brain and you asked them questions they immediately accuse you of been a Pro Lynas supporter and a traitor, what kind of group is this. My fellow Malaysians is this the type of group you want to be in? Living in fear and ignorant of the facts??"

His reply was

"The Anti-Lynas Group is largely relying on Pkr volunteers and Fuziah. Their main agenda is politics and they do not want to discuss about the real truths , facts and lies about Lynas as Fuziah is more interested to provoke the people in a frenzy of protest. She won by Mca protest votes the last round as she do not service the people. She is now relying on Lynas protest votes by seeking a "political war" instead of civil engagement. She do not want the issue settled amicably !"

He also wrote:

"LOL ! These are the people who claim that they have been rough up. They accused others of behaving like thugs but when they are in a position of control, they are no different.

Actually they fear the truths. I am prepared to accept the truths of the matter and advocate a positive step forward.

They deleted my post but allowed post that attacks me. They edited comments etc reflects on the PR/Fuziah strong presence and agenda"

Basically because of the Anti LYC emotional, irrational and rude behavior they have started to divide amongst themselves and as you can see this gentlemen's response he has went from Anti-LYC to Pro Growth !
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Grüsse JoJo

[JoJo49]

Lynas plant jedenfalls schon weiter und bietet lukrative Jobs an: http://malaysiajobs.biz/lynas-new-jobs-2011-in-kuantan-pahan…
Jawatan Kosong Lynas New Jobs 2011 in Kuantan Pahang

Posted on Mar 07, 2011

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Interested candidates are requested to e-mail detailed resume to Please Login or Register to apply this job online. Kindly indicate the position applied for as subject header.
LYNAS MALAYSIA SDN BHD (752289-D)
No. 72, Jalan Gebeng 1 /24, Bandar Industri Gebeng Jaya, 26080 Kuantan, Pahang

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


Wer hat Intresse?
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Dazu noch ein aktuelles Posting aus dem HC-Forum zu Lynas das sich auf ein Artikel von Facebook bezieht und das ich zu 100% unterschreiben kann: http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147546…
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Also from Facebook.....

Apologies if this has already been posted previously:

I. The Lynas LAMP plant is safe - for both residents and employees.

For residents in the Kuantan area, there is zero exposure to radiation.

For LAMP employees, exposure is the equivalent of less than taking an airplane flight or using a mobile phone.

Lynas is dedicated to zero harm. Care and wellbeing of our people and the communities in which we operate is at our core.

Lynas participated in a series of community education meetings in 2009 and 2010 where the DoE, AELB, and Nuclear Malaysia presented their findings on the Lynas Advanced Materials Plant, explaining it is a safe, non-hazardous material being processed where the public would be exposed to zero radiation.

An Environmental Impact Assessment (EIA) was completed and submitted to DoE, and approvals given after extensive inter agency review by all relevant authorities.
Lynas has submitted all information required to the AELB for appovals to date.

Malaysia has a clear legal framework, clear regulations, and a government with a vision for value added industry.

II. Lynas's LAMP plant will support Malaysia's stated "2020" vision.

Pemandu's Economic Transformation Programme outlines 12 national key economic areas where Malaysia seeks to grow to achieve high-income nation status in a way that Is inclusive, sustainable and safe.

Oil, gas and energy are key economic areas that will facilitate a shift towards more middle and high income jobs for Malaysians. According to Pemandu, the oil, gas and energy sector is targeted to raise a total of GNA contribution of RM241 billion by 2020.

LAMP will reap huge financial benefits to Malaysia.

- Foreign Direct Investment (FDI) of capital cost of RM 1.3 billion

- Operating expenditure of RM 400 million per year

- Export revenue equivalent to 1% of Malaysia's Gross Domestic Product (GDP)

- Creation of over 350 skilled jobs


III. Lynas's LAMP plant will make Malaysia the go-to destination for nearly 33% of the world's rare earth element requirements. Delivered to a responsible new standard in processing. A vital ingredient in nearly all efficient, high-technology products in the marketplace. Products we use in our lives today.

Rare earths are 17 elements, or "Lanthanides", which are used in energy-efficient light bulbs, sonar systems, hybrid cars, flat-screen TVs, touch screens and computers.

These "Lanthanides" are essential to "green" technology:

- Improve energy efficiency through lower consumption

- Compact fluorescent lights

- Weight reduction in cars

- Higher oil refinery yields
Environmental protection through emission control

- Auto catalytic converter

- Diesel additives
Enables smaller and more powerful digital technology

- Flat panel displays

- Disk Drives

- iPods / MP3 players

Responsible companies need responsible suppliers: thus the LAMP plant will create an ecosystem of secondary economic impact through high-technology industries which need Lanthanides and will want to build plants in the region.

- The Lynas plant will bring knowledge transfer and technology transfer, empowering Malaysian's with 21st century skills and experience in this emerging field.

- Lynas will be part of the skills development drive.

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"People may doubt what you say, but they will believe what you do."~Lewis Cass

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@ eine erfolgreiche Woche


Grüsse JoJo

[muff67]

stimmt! Der nette Analyst klang auch sehr sachlich und nicht übertrieben emotional und hat die Sache seriös kommentiert.
Die Tage ziehen dahin und Ende Juni wissen wir mehr...werde heute noch ein klein wenig nachkaufen...
viel Erfolg!!!