LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 257)

[JoJo49]

Zum Thema Recycling: Steht in Bezug auf "Seltene Erden/Metalle" noch ganz am Anfang, da diese Rohstoffe in wirtschaftslich abbaubaren Ressourcen auch endlich sind (die Chinesen gehen bei sich von max. 20 Jahren aus) wird Recycling IMHO in den nächsten Jahrzehnten immer wichtiger werden.

Grüsse JoJo


http://www.ftd.de/unternehmen/handel-dienstleister/:rare-met…
Rare Metalle

Mit Recycling aus der Rohstoffklemme

Weil seltene Erden knapp werden, hat sich ein kleines sächsisches Unternehmen auf Wiedergewinnung spezialisiert - den Erfolg verdankt es nicht zuletzt politischer Unterstützung. von Michelle Röttger, Hamburg

[JoJo49]

Schöne Geschichte!




http://www.n-tv.de/politik/RTL-Team-in-China-festgenommen-ar…
Politik
Mittwoch, 17. November 2010

Aufnahmen zu Seltenen Erden
RTL-Team in China festgenommen

Ein Kamerateam von RTL wird in China von Bergarbeitern und Polizisten festgehalten und bedroht. Das Team wollte an einem illegalen Bergwerk drehen, wo Seltene Erden gefördert werden.

...
...


Grüsse JoJo

[JoJo49]

!

Dieser Beitrag wurde moderiert.

[JoJo49]

Antwort auf Beitrag Nr.: 40.535.186 von JoJo49 am 17.11.10 07:50:16

Sorry, war natürlich ein (mein) Versehen das ich die Berichte/Link´s hier nochmals eingestellt habe.

Grüsse JoJo

PS: Ein IMHO interessante/nachdenkliche Meinung Heute gepostet auf HC:http://www.hotcopper.com.au/post_single.asp?fid=1&tid=130372…
re: why is lyc selling off? (libra)
Forum: ASX - By Stock (Back)
Code: LYC - LYNAS CORPORATION LIMITED ( $1.355 | Price Chart | Announcements | Google LYC)
Post: 5966733
Reply to: #5966205 from exfiles Views: 837
Posted: 17/11/10 03:57 Stock Price (at time of posting): $1.315 Sentiment: LT Buy Disclosure: Stock Held From: 122.107.xxx.xxx
-------------------------------------------------------------------------------------------------------------------------------------------

Its late at night,and yes Ive had a few wines,but I have to give credit where credit is due.
Ive just caught up with all the posts,and must admit rushed to read them.
There is no doubt that the LYC forum is far and above the most entertaining site on HC.
Brilliant.
Brilliant as in colourfull.
What stands out for me is that every negative post,doesnt stand a chance.Im a lady but my husband better sums it up that they are all .."p.ss..g against the wind"
I see the greatest threat,not China,not supply and demand,not new mines opening,not the basket price.but Wall st.
Its already staring us in the face.
Many posts have already picked this up,under the understanding of the word ,manipulation.

The recent announce of a new contract,and the share price gets hammered as per today.

Wall st (JPM,MS,HSBC)wants to control this industry.

Quiktrade jumped on this weeks ago,changing his strategy from trading all his stock daily to just 20% of holding.

LT holders who also trade,if you read the posts are finding it more beneficial to hold,trading is ultra risky.
A full understanding of whats transpiring currently.

The Dow/ASX is/has already been proven not to be a guide,,they go down LYC goes up,,they go up,LYC goes down.

Until LYC goes into production,lists in the top 100,LYC is in manipulative hands.

At the moment its Investors against a corporation.No contest.
Once in production,cash flow confirmed,top 100,it will be a more level playing field,
Institutions will be buying in,Corporation against corporation.

I strogly disagree with the concept ,buy on rumour sell on fact, in LYC,s case,just the opposite will happen.

I strongly disagree with posts that compare LYC with other companies,previous history,this industry is unique.

I strongly disagree that alternative will replace REE,s,as what this implies is, the start of a new Field/industry.
I cannot read any article that says catergorically,that a company has invented alternatives to replace the 17 elements and will be listing on the stock exchange,producing,and meeting world demand.

I have read the posts of our Chinese contributors,as well as every article written by the Chinese,its called DYOR.

I summarise it under one heading,"Timing'
For 5 yrs the quota by China drops,its under the radar.
Then in July,an announcement that staggers the world.
Someone with such a long build up,declares such a statement for only one reason.All plans are in place.We are ready.
Being ready means you can be humble,and magnanamous about your past.
Note the reports,the three main problems have been,price ,pollution,smuggling.
The Chinese after july did not say we WILL ADDRESS THESE problems,they are Saying.WE HAVE ALREADY ADDRESSED THESE PROBLEMS.WE are ready,.
The price issue is already evident,the price China gave away the stuff,was rediculas.
Pollution,some 130 mines have already been closed down.
The viable ones being upgraded to world standards.
Smuggling,you cant hide a mine,have all been hit with certificates,no certificate,no mining.Already under Gov. control.
Communism is about ideology,supremacy,a dictatorship.
Communism maintains control by manipulation of a few.
Capitalism is the control /manipulation of many,out of control.
China wants to prove that their ideology over the centuries has been correct,and capitalism (the US mainly wrong)
We refer to things as a build up of 'the straw that breaks the camels back" its not the last point,but the one that tips us over the edge.
So many issues between China and the US over the decades.until China finds the issue that breaks the camels back..and of all things its REE,S.
They can hold the US and the world at ransom.
And for this,to prove a point,no thats not strong enough,drive it home till it hurts,the US and the world will pay,and pay dearly.
Thats why i dont underestimate the quotation,"The middle East has oil,China has rare earth.
China is on a vengence plan,they want to hurt the US/Japan,drop the price/increase exports of REE,s ...hardly.
PS Nic your wasting your time,its upwind.

[JoJo49]

http://au.news.yahoo.com/world/a/-/world/8337368/experts-say…


http://uk.reuters.com/article/idUKTRE6AF4N020101116
Auto industry fears rare earth supply squeeze


By Christiaan Hetzner and Helen Massy-Beresford

PARIS | Tue Nov 16, 2010 6:47pm GMT

PARIS (Reuters) - Car industry experts foresee problems if exports of rare earth metals from China needed for car production are threatened, they told the Reuters Global Autos Summit, as data showed 2010 Chinese imports could dry up.
übersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…



Grüsse JoJo

[JoJo49]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[Optimist_]

http://au.news.yahoo.com/world/a/-/world/8337368/experts-say…

Experts say rare earths headed for 2011 supply crunch

SYDNEY, Nov 17, 2010 ( A F P) - - Global demand for the increasingly important "rare earth" minerals that power a range of digital products could outstrip supply by next year as dominant producer China slashes exports, analysts warn.

Australian experts say the world must find new technologies or prioritise use of the glowing or highly magnetic metals behind iPhones and flat-screen TVs, as well as eco-friendly hybrid cars, solar panels and wind turbines.

"We have a classic supply and demand crisis. Under normal conditions the global demand exceeds supply in about 2011," Professor Brent McInnes from Curtin University in Western Australia told an online briefing last week.

"In 2016, it's quite evident that the Chinese demand itself will exceed the global supply of rare earth elements."

Demand for rare earths has soared with the popularity of smartphones and low-power light bulbs, at the same time that China, which produces 95 percent of the world's total, is limiting exports to feed its domestic market.

Trade tensions flared in September when buyers in Japan accused China of a targeted embargo in retaliation for a territorial dispute.

China gave assurances it would be a "reliable supplier" during a visit by US Secretary of State Hillary Clinton last month. But Japan, the United States and other top consumers are scrambling to find new sources.

"There is a whole range of economies out there... that are building high-tech industries that are dependent at the moment on a very narrow source," said John Cole, director of the Australian Centre for Sustainable Business and Development.

But McInnes said China's actions were driven more by a need to support its growing high-tech sector rather than a desire to exert market clout.

"China sees a point in time when they will need all the rare earth elements they produce," he said.

Rare earth prices remained static for decades due to plentiful supplies, lulling the high-tech industry into a false sense of security.

But McInnes said "it's quite evident this is no longer going to be viable," with a 300 percent spike in prices over the past year alone.

"In normal economic circumstances, whenever the price of an element gets so high, you look to develop new technologies that don't need that element, or you find a new element that is more abundant," said McInnes.

Dwindling supply and increasing costs underscored the need to develop alternatives such as bio- or nano-technology, he added.

"We are at the moment looking at a phenomenon that perhaps gives us some insights into where the future might be in terms of the high-tech and particularly the green-tech sector because some of the technologies that are at risk ... largely exist in the green-tech area," McInnes said.

Cole said scarce supplies of rare earths were being routinely used on "low-value" applications such as plasma screen TVs, indicating a lack of appreciation of the resource and its potential applications.

"Health, defence, and communications applications indicate that there are "a hierarchy of technologies here that could be developed, not least of which are the green technologies," said Cole.

With an average Australian producing six kilos (12 pounds) of electronic waste each year, vast quantities of rare earth -- also used in glass, fibre optic cables and magnets -- find their way into rubbish tips, raising the possibility of recycling as a key source of the minerals.

"The optimisation of our use of rare earth demands that we fully recover the material and re-use it, and that includes even going to the extent of land-fill mining," said Cole.

Australia's Lynas Corp is on track to start producing rare earths by the third quarter of next year, with the resource-rich country expected to become one of the world's leading producers within just a few years.


str/th/pdw

[Optimist_]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[Optimist_]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[Optimist_]

http://uk.reuters.com/article/idUKTRE6AF4N020101116

Auto industry fears rare earth supply squeeze