LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 210)

[JoJo49]

Antwort auf Beitrag Nr.: 41.308.084 von Optimist_ am 02.04.11 13:17:52

Danke Dir!

LYC Lynas Corporation Limited
April 2011
4th Change in substantial holding - Revised
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=630200

Bin ab Morgen bis zum 10.04. unterwegs ohne die Möglichkeit online gehen zukönnen.

wünsche @ eine erfolgreiche Woche

Grüsse JoJo


PS.
bis dahin zur Info ein paar Links zum Thema:
Seltene Metalle und Seltene Erden

Rohstoffe für das 21. Jahrhundert

http://www.criticalmetals.de/midasresearch/pdf/seltene_metal…

Critical raw materials for the EU
http://ec.europa.eu/enterprise/policies/raw-materials/files/…


Preise: http://www.pictureupload.de/originals/pictures/010411130557_…
http://www.metal-pages.com/metalprices/rareearths/

What are their prices?

Av. Mt Weld Composition 04/04/11 = 150.20 US$/kg auf FOB Chinabasis
http://www.lynascorp.com/page.asp?category_id=1&page_id=25

Play LYC Corporate Profile Video http://www.brr.com.au/asx-profile/LYC?iframe=true&width=690&…


http://www.lynascorp.com/page.asp?category_id=2&page_id=40
Concentration Plant


http://www.lynascorp.com/page.asp?category_id=2&page_id=41
Lynas Advanced Materials Plant
The first feed of concentrate into the kiln at the Lynas Advanced Materials Plant (“LAMP”) in Malaysia remains on schedule for the third quarter of 2011.

[Optimist_]

http://german.china.org.cn/business/txt/2011-04/02/content_2…

China legt erneut Abbaumenge für seltene Erden fest

Die chinesische Regierung lässt 2011 leicht höhere Abbaumenge von seltenen Erden zu, lässt den Markt aber nicht frei spielen.

...

http://www.buysellsignals.com/BuySellSignals/com/bst/mkt/sto…

01 April, 2011 (16:00:00 AEST)

Lynas [All Ordinaries] strengthens above 50-day Exponential Moving Average Price (EMAP) April 01, 2011 16:00:00 AEST

http://www.themalaysianinsider.com/malaysia/article/as-press…

As pressure mounts, Pahang moves to shield rare earths investment

KUALA LUMPUR, April 1 — Two years after giving Australian miner, Lynas Corp, the green light to build a rare earths refinery near Kuantan, the Pahang government has now been pressured into holding a series of townhall talks to safeguard the RM700 million project.

A protest here earlier this week saw more than 100 Kuantan residents demonstrating in front of Parliament House, as public sentiment against the project continues to grow.
...


A group of Kuantan residents protest against the Lynas refinery, outside Parliament March 30, 2011. — Picture courtesy of PKR Air Putih

The MCA man said next month’s public talks were very similar to the previous series of townhall meetings first held on July 23, 2009 which PKNP had organised for the state executive council, lawmakers and non-governmental organisations (NGOs).

Pang’s colleague, Datuk Hoh Khai Mun, told The Malaysian Insider separately that he was not equipped to handle the briefing.

“We can’t handle this because if I handle the EIA, how much work will I have to do?” he shot back when asked if the health and environmental impact assessment work was not a part of his duties as the state exco.

“My boss is also very concerned,” Hoh added, referring to Pahang mentri besar, Datuk Seri Adnan Yaakob.

“That’s why we want the AELB to explain to us the latest development, how safe is this rare earths. Hopefully they can give us a guarantee,” he said repeatedly, and added that the project was still being assessed.

An overhead view of the rare earths concentration facility at the Lynas plant in Kuantan. — Picture courtesy of Lynas Corp
Lynas Australia has said it too will be sending key members of its leadership to the ground for a public briefing, but did not indicate if it will be tied in with the PKNP talks.

PKNP will be holding a month-long series of public talks every Tuesday and Wednesday night from April 5.

Pang said the night talks will kick off in Indera Mahkota, followed by a session with residents in Balok, next door to the Gebeng industrial zone and home to an estimated 17,000 residents, before heading to Kuantan South.

He also said that if the response was “good”, the talks will continue; but did not indicate how long the run will last.

He added that PKNP had started the public talks in 2009, but stopped due to poor response.

“We want to inculcate awareness in this, because they also have to be rational,” he said, but did not elaborate.

Putrajaya has insisted that the controversial rare earth plant will not be a source of radiation pollution amid rising public concern over such a hazard.

“The plant will not be dangerous to the public. It is completely different from the Asian Rare Earth plant,” Science, Technology and Innovation Minister Datuk Seri Maximus Johnity Ongkili said last week, referring to the refinery in Bukit Merah that has been linked to at least eight leukaemia cases with seven deaths after being shuttered in 1992.

..

[Optimist_]

http://science.orf.at/stories/1680300/

Allgegenwärtige Seltene Erden

http://www.produktion.de/werkstoffe/metalle/china-haelt-selt…

China hält Seltene Erden weiter knapp

http://www.youtube.com/watch?v=XOjmjbRO_8w

LYNAS (rare earth) Project- greenlight by Pahang State Govt despite protest by its citizen

http://community.nasdaq.com/News/2011-04/china-releases-rare…

China releases rare earth quota for 2011

China has set its total output of rare earth at 93,800 tonnes this year, 4,600 tonnes more or 5.16 percent higher compared to last year's, the Ministry of Land and Resources said on Thursday.

China will not grant any new licenses for rare earths prospecting and mining before June 30 of 2012, the ministry said in a statement on its website.

The total output of light rare earths is set at 80,400 tonnes and that of medium and heavy rare earths at 13,400 tonnes this year, it added.
...

[JoJo49]

Noch schnell ein aktuelle Meldung: http://german.cri.cn/1565/2011/03/31/1s154587.htm
Abbauvolumen Seltener Erden in China auf unter 93.800 Tonnen festgelegt

2011-03-31 19:15:02

Beijing

Für dieses Jahr wurde das chinesische Abbauvolumen für Seltenen Erden auf unter 93.800 Tonnen festgelegt. Dies hat das chinesische Ministerium für Land- und Naturressourcen am Donnerstag bekannt gegeben. China führt seit 2007 eine Planung für das gesamte Ausbeutungs- und Produktionsvolumen Seltener Erden durch, um einen unkoordinierten Abbau zu vermeiden.

Statistiken zufolge beträgt der Vorrat an Seltenen Erden nur 27 Millionen Tonnen. Der chinesische Anteil am Weltvolumen ist bereits von 70 auf 30 Prozent gesunken.


und ab ins WE

Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 41.301.053 von offcrash am 01.04.11 08:21:00

...und das ist sicher kein Aprilscherz!

LYC Lynas Corporation Limited
April 2011
1st Change in substantial holding
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=630069


@ ein schönes WE

Grüsse JoJo

[offcrash]

March 31, 2011 19:14 PM
Lynas Chemical Plant Safe, Says Pahang MB

"...
BENTONG, March 31 (Bernama) -- The construction of a chemical processing plant at the Gebeng industrial area by Australia's Lynas Corporation Ltd has been deemed safe and harmless.
...
Adnan said the state government would organise briefings for the people and non-governmental organisations in Kuantan to explain the safety, health and environmental issues related to the construction of the plant.
..."

http://www.bernama.com/bernama/v5/newsindex.php?id=575259

na wer sagts denn, jetzt wird die Regierung die Aufklärungsarbeit übernehmen...

Gruß

[Optimist_]

http://www.marketwatch.com/story/molycorp-should-benefit-fro…

Molycorp should benefit from news that China will cap output of rare earth oxides

....

Speculators who toil in these mining stocks know that, China produces 97 percent of global rare earth supplies and Beijing has already slashed export quotas by 35 percent for the first half of 2011, and the decision has choked off global supplies and driven prices up to record levels. Will U.S. speculators and funds do what their Chinese counterparts have been doing since last year? Speculative funds in the Far East are now suspected of targeting the industry for huge returns, analysts told the Xinhua News Agency on Wednesday.

Starting April 1, every ton of mined light rare earths in China will be taxed 60 yuan while each ton of medium and heavy rare earths will be taxed 30 yuan. This is expected to increase production costs for rare earth miners in China and players inside the industry consider the current price level "pretty scary" but speculators outside the industry expect the upsurge to continue. Especially since it's very difficult to get rare earths directly from the spot market now and many processing companies are reducing their output due to the current price levels.

My guess is that share prices of rare earth producing companies will continue to be boosted by the exuberant demand. It's not hard to imagine many of the "smart money" funds and managers who trade on American exchanges will now continue to be motivated to hold or grab even more shares of the Western Hemisphere's sole supplier of rare earth oxides.

Molycorp has been operating in the red, recording a $17.3 million loss for 2010. But revenues are increasing and prices for the metals will remain high, company executives said this month.

..

[Optimist_]

http://www.chinadaily.com.cn/business/2011-03/31/content_122…

Large rare earth deposit discovered in east China

http://www.chinadaily.com.cn/bizchina/2011-03/31/content_122…

Rare earth prices surge

http://english.people.com.cn/90001/90778/90861/7335946.html

Rare earth prices surge; funds pour in amid speculative concerns

http://www.commodityonline.com/news/China-rare-earth-price-t…

China rare earth price to climb before key resources tax

http://community.nasdaq.com/News/2011-03/the-rare-earth-rall…

The Rare Earth Rally

http://www.reuters.com/article/2011/03/31/us-china-rareearth…

China to cap 2011 rare earth output at 93,800 tonnes

[Molotof]

Successful Completion of Institutional Placement
http://www.asx.net.au/asxpdf/20110331/pdf/41xrlh7ncn8jx6.pdf" target="_blank" rel="nofollow ugc noopener">
http://www.asx.net.au/asxpdf/20110331/pdf/41xrlh7ncn8jx6.pdf

[JoJo49]

http://www.reuters.com/article/2011/03/31/china-rareearths-i…
China to cap 2011 rare earth output at 93,800 T

BEIJING, March 31 | Thu Mar 31, 2011 2:24am EDT

BEIJING, March 31 (Reuters) - Dominant producer China will cap its total output of rare earth oxides at 93,800 tonnes this year, up 5 percent from last year, the country's land and resources ministry said in a statement posted on its website on Thursday.

...


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


Grüsse JoJo


PS.
Ein Kommentar zum Deal mit Forge von Heute aus dem australischen HC-Forum zu Lynas:
http://www.hotcopper.com.au/post_single.asp?fid=1&tid=142307…

Dear All,
Please go out and get copies of today's AFR there is an article regarding actions by ASIC on the subject of director's related part transactions i.e Nic Curtis CEO & Chairman of Lynas selling assets to Nic Curtis Chairman of Forge Resources.
I do not believe that a man of the standing of Ziggy Switkowsky would wish to be associated with activities that would tarnish his reputation amongst his peers in the business world. I have the utmost confidence that either the No arguments will be put on the papers sent to shareholders before the EGM or the proposal to sell Crown will be withdrawn. It is patently obvious that the sum of $20 million is immaterial to the activities of Lynas in view of its proposed share issue and capital raising.



regards



jukieoz836

--------------------------------------------------------------------------------
Beware the Black swan event
-----------------------------------------------------------------------------------------------------------------------------------------------------------


auch Arafurainvestor hat sich Heute mal wieder auf HC mit einem Kommentar gemeldet:
http://www.hotcopper.com.au/post_single.asp?fid=1&tid=142405…
Hey guys and greetings from germany!

Basket price is now around 144 US/kg (as i said, i expect basket prices higher than 300 US/kg).

22,000t * (144-10)*1000 = 3,000 Million US$/year!!!!!!

PE of 10 (sometime a PE of 15 wont me suprise) we have
30,000 Million US$ for 1,700 Million shares at 2.30 AUD.

This leads to a shareprice of 17,70 AUD!!!!!!!!!!!!!!!!!!

JPMorgan still values Lynas at basketprices of 35 US$/kg!!!!

This is not adequately! When jYPMorgan rates lynas at 2.70 AUD
with basket 35US$, than 144US$/kg means in the sense of JPMorgan: 11,10 AUD/share

So if JPMorgan rates 11,10 at 144US$/kg and me rates 17,70 AUD/share at 144US$/kg the trues must lay above 10US ;-)

So lets start the 10 AUD club!