LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 303)

[Optimist_]

In immer kürzeren Abständen werden Seltene Erden in immer renommierteren Medien thematisiert. Die Angst geht um, dass China durch seine restriktive Export- und Umweltpolitik das Angebot spürbar verknappt. Damit einher gehen natürlich Investments, denn überall wo das Angebot knapp ist, wird Geld angelockt um darauf zu spekulieren.

In der am Mittwoch und Samstag erscheinenden Finanzmarktzeitung "Finanzen und Wirtschaft" (Schweiz) ist in der gestrigen Ausgabe (19.6.10) ein Interview mit dem CEO des kanadischen Explorers Avalon Rare Earth Don Bubar. Überschrift "Der Westen muss produzieren".

Das Interview gibt es leider nicht kostenlos zu sehen.

http://epaper.fuw.ch/files/epaper/publications/fw/fw19062010…

http://www.fuw.ch/de/zeitung_archiv/archiv.html?SID=SID%3D35…

Ein Interview mit Lynas hätte allerdings mehr Sinn gemacht. Auf die Frage an Bubar, wann Avalon denn beginne zu fördern, war die Antwort "2014 oder 2015".

Also wir Lynas Aktionäre müssen da nur stillhalten und noch Geduld bewahren bis Lynas endlich von der Situation profitieren kann. Noch 13 Monate wenn es keine Verzögerungen gibt bis zum Start und wir verdienen endlich Geld. Vor allen anderen westlichen Unternehmen. Und mit dem Basket-Preis kann bis dahin nach oben hin alles passieren.

[Optimist_]

Sehr ausführlicher Bericht/Report zu Seltenen Erden in der Financial Times vom 25 Mai 2010. Hintergründe, Statistiken, Prognosen:

http://www.ftpress.com/articles/article.aspx?p=1585142

[Optimist_]

Battle for rare earth deposits begins to heat up

http://au.news.yahoo.com/thewest/business/a/-/world/7399761/…

KATE EMERY, The West Australian June 15, 2010, 7:14 am

South Korea's biggest steelmaker has secured a foothold in China's rare earth market in a fresh reminder that the sector faces a major shake-up that will have implication for WA's handful of rare earth aspirants.

POSCO and the state-run Korea Resources Corp have jointly acquired a controlling stake in Chinese trader Yongxin Rare Earth Metal in a move analysts said was designed to bypass the country's restrictions on rare earth exports.

The size of the deal is modest at 59.76 million yuan ($10.25 million). But it is further evidence countries are positioning themselves ahead of China's long-anticipated crackdown on the mining and export of rare earths.

Meanwhile, the proposed US float of Molycorp, which owns a mothballed Californian mine that was once the world's biggest rare earth producer, is being billed as the first step in a push to develop the country's big but dormant deposits.

Rare earths, or rare earth elements, refers to 17 chemical elements which are used in mobile phones, computers and hybrid car batteries.

Supply is shaping as a critical issue in the US because these elements also have military applications, such as in missile guidance systems. US Geological Service figures place total world reserves of rare earth at about 90 million tonnes, much of which is found in China (36mt), the US (13mt), Australia (5.2mt) and India (3.1mt).

China, which controls 95 per cent of global supply, has already introduced a cap on 2010 production and a moratorium on new mining licences but more stringent measures are being considered. According to Hallgarten & Company analyst Christopher Ecclestone, any move by China to impose further restrictions bodes well for new entrants. He said Molycorp's float - potentially worth $1 billion - could also boost institutional awareness of rare earth and aid companies in raising project finance.

"The upcoming Molycorp IPO will shift rare earth elements out of the 'for cognoscenti only' category into what might pass for 'mass market awareness' in the institutional world," he said in a recent report.

"The spin-offs from the IPO will be felt by a feeding frenzy in the second tier of rare earth elements wannabes, with easier financing possibilities for those with serious intentions of becoming producers. Molycorp will not bring enough production to plug the supply gap in the US, let alone the rest of the western world."

Of Australia's rare earth hopefuls, WA's Lynas Corp is the most advanced. It owns Mt Weld, near Laverton, which is fully funded for development and thought to be one of the world's biggest undeveloped rare earth projects. Trailing Lynas is Arafura Resources, which has a rare earth project in the Northern Territory that still needs funding; Alkane Resources, which owns the Dubbo Zirconia project in New South Wales and Artemis Resources, which is exploring a swag of early-stage projects in WA.
Perth-based Greenland Minerals and Energy owns the potentially world-class Kvanefjeld deposit in Greenland, although its progress has been delayed by a long-running dispute with its joint venture partner.

[suffkopf]

Antwort auf Beitrag Nr.: 39.704.041 von suffkopf am 18.06.10 11:55:44

sorry obiges sollte nicht in diesen faktenthreat. bitte im entschuldigung !!!!!!!!!!

[suffkopf]

Antwort auf Beitrag Nr.: 39.703.820 von JoJo49 am 18.06.10 11:27:26

der kurs läuft ja auch steil nach oben, ich hatte gehofft nochmals zu 32 nazukaufen
hoffentlich fällte der kurs nochmals

[JoJo49]

Langsam aber sicher wird das Thema "Seltene Erden/Metalle" und der weiterhin anziehende Bedarf/Nachfrage weltweit zum Dauerthema.

Grüsse JoJo



Übersicht: http://www.mineralnet.co.uk/

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

http://www.mineralnet.co.uk/Article/2602470/EU-names-14-crit…
EU names 14 critical minerals

17 June 2010

By Mark Watts

Rare earth, graphite and fluorspar among minerals deemed a supply risk

Keywords: critical minerals, strategic minerals, graphite, rare earths, fluorspar, supply risk

A report released today revealed 14 “critical mineral raw materials” that the European Commissior considers a supply risk for EU economies, including rare earth, graphite and fluorspar. A group of experts chaired by the Commission reviewed 41 minerals, finding 14 for which supply insecurity and economic impact were significantly high compared with other raw materials. The results will be used for drafting a strategy on securing access to raw materials, which Commission plans to…

übersetzt: http://translate.googleusercontent.com/translate_c?hl=de&sl=…




http://www.mineralnet.co.uk/Article/2602168/Channel/19555/Ra…
Rare earth prices strengthen
17 June 2010

By IM Prices Correspondent

No sign of prices softening this year as China prepares new export quotas

Keywords: rare earths, mineral prices, neodymium, praseodymium, cerium, magnets, hard drives

Prices of certain key rare earth minerals from China, source of over 95% of world supply, remain strong amid expectations that export quotas for the second half of the year, due to be released in the first weeks of July, will be reduced. Already, limited export quotas for the remaining amount of rare earths available for export in the first half of the year are putting pressure on prices. A buyer Chinese rare earth minerals based in the USA told IM: “Export quotas in China are in shortage right now and are expected to be released the first part of July”. Each year, the Chinese…

übersetzt: http://translate.googleusercontent.com/translate_c?hl=de&sl=…

[JoJo49]

http://treo.typepad.com/raremetalblog/
Thursday, June 17, 2010

Week in Review June 10 - June 17

This week has been a busy week in the national news about the Afghanistan rare mineral find. Although, the reality of mining even being a possibility in Afghanistan is far in the future, we got great exposure in the news about rare earths and their use in the pursuit of "green energy".

Ian London wrote about some of the uses of rare earth's in Solar lightbulb to shine on developing world, Shortage of LEDs for LCD TVs, notebook displays and monitors projected, and Commercial fast charging station for electric vehicles open for business. Ian also comments on the PBS Newshour broadcast produced by Kira Kay which covers the challenges and opportunities that are the current rare earth industry story in the blog, Ready? Set?... Are we really ready to go?

The Afghanistan news struck up a lot of conversation in the blog this week. Jack Lifton put his thoughts in Afghan Lithium and Other Mineral Nonsense which questions the reality of this situation. However, I do think this news brought some attention to the importance of Rare Metals. Next week there will be a Conference Call On Minerals In Afghanistan to review the prospects.

Gareth Hatch brought up great points about The True Rare Metals Crisis about the lack of education and experience in the industry. Hopefully, with rare earths making the news, more attention can be brought to the topic making it a more popular choice subject.


Last week's news and media releases posted at RareMetalBlog included:

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...

übersetzt: http://translate.google.de/translate?hl=de&sl=en&u=http://tr…[/quote]

http://www.marketwire.com/press-release/Matamec-Evaluates-it…
Jun 17, 2010 08:00 ET

Matamec Evaluates its Potential Rare Earths-Yttrium and Zirconium Markets and Investigates the Possibility to Be a Potential Supplier of Strategic and Green Metals

MONTREAL, QUEBEC--(Marketwire - June 17, 2010) - Matamec Explorations Inc. ("Matamec") (TSX VENTURE:MAT) is proud to announce that it has decided to investigate the possibility to be a potential source of low-production cost and environmentally friendly strategic and green metals, such as rare earths-yttrium and zirconium. In this context, Matamec continues exploration of its Kipawa deposit to demonstrate that the Company could supply industrial users of rare earth-yttrium oxides ("TREO") and zirconium.

In an international environment which favours green mining and clean technologies, Matamec could demonstrate that the Kipawa deposit could be the first North American producer of a combination of rare earths-yttrium ("HREO/Yttrium") and zirconium, with sustainable development as the objective of its exploitation.

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übersetzt: http://translate.google.com/translate?js=y&prev=_t&hl=de&ie=…

http://rareearthinvestingnews.com/1025/rare-earths-or-rare-m…
Rare Earths or Rare Metals?

Wed, Jun 16, 2010

Rare Earth Elements: Key for Future Technologies

By Desmond McMahon–Exclusive to Rare Earth Investing News

Rare earth elements (REE) have occupied a quiet corner of the mining industry since the late 1950s, but their unique properties have made them crucial to a number of emerging and growing technologies, increasing their demand and strategic importance.

Despite their name, Rare Earth Elements are found in relative abundance around the world, but it is rare to find a commercially viable deposit. Officially, the International Union of Pure and Applied Chemistry defines Rare Earth Elements as the 15 Lanthanide elements, plus Scandium and Yttrium. These elements are grouped together on the periodic table and share similar chemical properties, often making them interchangeable in their commercial applications ranging from use in catalysts and computers, to magnets, cell phones and hybrid cars.
Rare Earth Elements can be further divided into two sub-groups using their atomic weight: Heavy Rare Earth Elements (HREE) and Light Rare Earth Elements (LREE). HREE are the more sought after of the two types and more valuable. Europium, Gadolinium, Terbium, Dysprosium, Holmium, Erbium, Thulium, and Ytterbium are all considered HREE; and due to their characteristics, Yttrium and lutetium are also sometimes included in this group.

LREE include Lanthanum, Cerium, Praseodymium, Neodymium, Promethium and Samarium, which are generally more abundant and less valuable than the heavier HREE. Europium, Terbium and Dysprosium are exceptions and quite valuable.

It is also important to note the distinction between rare earth elements and similar terms used in the resource sector. Two classifications that are often confused with rare earth elements are Rare Earth and Rare Metals. While the Rare Earth classification encompasses all the Rare Earth Elements, the term also includes the 15 metals in the Actinide group of the periodic table. Rare Metals are a loosely defined group of resources including tantalum, niobium and the platinum group of metals, which are genuinely rare and valuable, but not rare earth elements.

The Rare Earth Element market is inherently more complex than markets for more traditional resources, like gold or copper, because it is made up of so many different minerals, but it is the extraction process that truly complicates Rare Earth Elements, which are found clumped together in mineral deposits.

China currently produces over 95 percent of the world’s rare earth supply, mostly in Mongolia, but high concentrations have also been identified at Mountain Pass, California, and Mount Weld, Australia.

Once the rare earth ore has been removed from the mineral deposit, the difficult task of separating the different minerals into oxides begins. Because the elements share similar characteristics, the separation process is complex and it can vary from one mineral resource to another. A deposit could contain a number of different metals; but, with no processes available to extract them all a company might have to focus on one element at the expense of another.

Thorium, Uranium and other radioactive elements can also contaminate Rare Earth Element deposits, making the elements more expensive to recover.

Once the different minerals have been refined into oxides they are formed into rare earth alloys before they are manufactured into their applications.

Permalink: "Rare Earths or Rare Metals?"
Tags: copper, gold, lanthanum, mining industry, platinum, promethium, rare earth elements, rare earths, rare metals, REE, resource sector, samarium, scandium, tantalum, terbium, thulium

übersetzt: http://translate.google.com/translate?js=y&prev=_t&hl=de&ie=…


Grüsse JoJo

[JoJo49]

http://www.godmode-trader.de/nachricht/Neuer-Index-fuer-selt…
Neuer Index für seltene Erden

von Structured Solutions
Mittwoch 16.06.2010, 08:51 Uhr

Der Indexprovider Structured Solutions hat in Zusammenarbeit mit dem Schweizer Emittenten EFG Financial Products einen Index lanciert, der die Wertentwicklung von Minenunternehmen abbildet, die im Bereich der seltenen Erden tätig sind. Der Begriff „Seltene Erden“ umfasst die chemischen Elemente der dritten Gruppe des Periodensystems (mit Ausnahme des Actiniums). Diese Elemente gelten als die Rohstoffe der Zukunft, da sie vor allem in Zukunftstechnologien wie Solar- und Wind­technologien verwendet werden. Der Solactive Rare Earth Performance-Index wird seit Juni 2010 berechnet und bildet die Wertentwicklung der maximal 15 größten Unternehmen weltweit ab, die schwerpunktmäßig in der Förderung und Exploration der seltenen Erden tätig sind. Der Index­schwerpunkt liegt auf Werten aus Kanada und Australien. Außerdem sind Aktien mit einem Listing in Hongkong Indexmitglieder. Die Commodity Capital wird dabei ihre Expertise für Minenwerte in das Indexkonzept einbringen. Als Indexberater ist sie verantwortlich für die Erstellung des Aus­wahlpools der infrage kommenden Unternehmen. Die ersten Partizipationszertifikate auf den neuen Index wurden von EFG Financial Products in der Schweiz emittiert. Sie werden bisher nur an der Schweizer Börse SIX Swiss Exchange in Schweizer Franken (CH0112278558), in Euro (CH0112278566) und in Dollar (CH0112278574) gehandelt.




Quelle: Zertifikate Börse, Ausgabe 11/10 vom 15. Juni 2010


http://www.structured-solutions.de/index.html
http://www.structured-solutions.eu/aktuelle-zusammensetzung.…
Current composition
Solactive Rare Earth Total Return Index (DE000A1DKN27)

The Solactive Rare Earth Index tracks the performance of the at maximum 15 largest listed companies whose main business operations are exploration, mining, investing in Rare Earth and/or direct investments in Rare Earth mines. The index is calculated as a total return index in USD. Commodity Capital AG acts as the index advisor and is responsible for the composition of the selection pool of the eligible companies. The Solactive Rare Earth Index is adjusted quarterly in March, June, September and December. The index members are weighted according to market capitalization. The percentage weighting of each Index member is capped at 25 percent.

Last update 16.06.2010

Name ISIN Number of stocks Weighting * Stock exchange
Lynas Corporation Ltd AU000000LYC6 61.289532 25.00% XASX
China Rare Earth Holdings Ltd KYG210891001 119.651575 25.00% XHKG
Avalon Rare Metals Inc CA0534701002 7.761516 16.20% XTSE
Arafura Resources Ltd AU000000ARU5 28.626416 9.69% XASX
Quest Rare Minerals Ltd CA74836T1012 4.028548 9.34% XTSX
Greenland Minerals And Energy Ltd AU000000GGG4 22.876103 7.46% XASX
Rare Element Resources Ltd CA75381M1023 3.163414 7.31% XTSX

übersetzt: http://translate.google.com/translate?js=y&prev=_t&hl=de&ie=…


http://minerals.usgs.gov/minerals/pubs/commodity/rare_earths…
Rare Earths
Statistics and Information
(cerium, dysprosium, erbium, europium, gadolinium, holmium, lanthanum, lutetium, neodymium, praseodymium, samarium, terbium, thulium, ytterbium, yttrium, ferrocerium, monazite, bastnasite, mischmetal)

übersetzt: http://translate.google.com/translate?js=y&prev=_t&hl=de&ie=…


Folgender Bericht bezieht sich u.a. auf das zweite Großprojekt von Lynas auf das Crown Metallic Vorkommen, das weit in die Zukunft von Lynas zeigt und das gewaltige Potential mit diesem zweiten Standbein aufzeichnet.

http://markets.rbs.de/MediaLibrary/Document/PDF/Newsletter/M…
Seite 32 behandelt das Thema:
Seltene Metalle – heiß begehrt
und stark gefragt
In den vergangenen Jahren ist die Nachfrage nach seltenen Metallen stark angestiegen. Doch welche
Metalle sind „selten“? Und wie kann man als Anleger davon profi tieren?
...
...



http://www.lynascorp.com/page.asp?category_id=1&page_id=25
What are their prices?
15/06/10
Av. Mt Weld Composition 16.72 US$/kg


Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 39.669.595 von JoJo49 am 11.06.10 14:35:02

Habe ich auf Grund der Aussage im Artikel aus "Der Aktionär"
"dass Lynas bereits produziert" in einem anderem Forum, bei dem ein User dies anzweifelt, geantwortet.

------------------------------------------------------------------------------------------------------------------------------------------------
Er hat mit der Aussage, dass Lynas bereits produziert IHMO durchaus richtig informiert denn Lynas ist kein Explorer mehr und wenn man auf die Seite von Lynas schaust kann man das auch nachvollziehen.


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

Mobilisation to site has occurred at the Concentration Plant in Western Australia and construction in on schedule for completion at the end of 2010.


ENGINEERING AND PROCUREMENT

Engineering activities progressed well in the first quarter, with civil, structural, mechanical and piping engineering substantially complete for the main processing areas and most drawings released as approved for construction.

Purchase Orders for all outstanding equipment have been placed and delivery dates finalised. Delivery of long lead time items will commence in the second quarter.

CONSTRUCTION

A lump sum fixed price contract has been awarded to Abesque for A$36,232,733 (excluding GST), which is within the Lynas budget. Abesque has mobilised to site and recommenced construction work.

The schedule has sufficient time for construction, commissioning, production and shipment of concentrate for the commissioning of the Advanced Materials Plant in Malaysia. The first feed of ore into the Concentration Plant is scheduled to occur in December 2010.

OPERATIONS

The mine has continued with routine compliance inspections for statutory obligations, including Safety and Environmental reporting.

Recruitment of the operations management and production team continued during the first quarter. It was pleasing to see the strong desire of many former Lynas employees to return following the previous period of suspension.

Significant Working Capital savings have been realised for the Western Australian operations for the period through to commencement of production at the Advanced Materials Plant in Malaysia. Specifically, the Concentration Plant operations have been optimised from a four shift roster targeted plan to a one shift roster during the ramp up period, realising a saving in Working Capital costs of approximately A$12 million.



Reagent storage and concentrate loading areas


Übersetzt: http://translate.google.com/translate?js=y&prev=_t&hl=de&ie=…

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http://www.lynascorp.com/content/upload/files/Presentations/…
Lynas Presentation at the MMTA Conference, London
Presented by Dr Matthew James
27 April 2010 [/quote]

http://www.abnnewswire.net/multimedia/en/62969/FINANCE_VIDEO…
FINANCE VIDEO: Lynas Corporation (ASX:LYC) VP Business Development Matthew James Talks To Brian Carlton on Rare Earth Projects

Advanced Materials Plant

Mobilisation to site has occurred at the Advanced Materials Plant in Malaysia and construction is on schedule for completion in the second quarter of next year. Lynas will offer the first source of supply of Rare Earths outside of China when it starts production as planned early in the third quarter of 2011.

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http://www.lynascorp.com/page.asp?category_id=2&page_id=41


Dabei ist als Grundlage für die Aufnahme in eine Produktio IHMO bereits die Förderung und Selektierung von REE auf der Mt. Weld REE-Mine mit bereits 773.300 Tonnen gefördertes Erz auf Lager mit einem durchschnittlichen Grad von 15,4% Rare Earth Oxide (REO). Das Erz ist vor Ort auf Lager vorsortiert für die nachgelagerten Verarbeitungen der ersten beiden Jahre.






@ eine erfolgreiche Woche


Grüsse JoJo

[JoJo49]

Am Ende dieses Videos wird über "Lynas" positiv berichtet:
http://www.daf.fm/video/hot-stock-tantalus-rare-earths---was…
Hot Stock: Tantalus Rare Earths - Was steckt unter der Oberfläche des Explorers?
Interview mit Stephen Forman, Tantalus und Markus Horntrich, Der Aktionär
Tantalus Rare Earths beschäftigt sich mit der Suche nach "Seltene Erde"-Vorkommen. Diese sind vor allem in der Industrie enorm wichtig. Denn ohne sie geht bei High-Tech-Geräten, wie dem iPhone, MP3-Playern oder Windkraftanlagen gar nichts. Der Düsseldorfer Konzern hat Anomalie-Zonen in seinem Projekt-Gebiet im Norden Madagaskars ausgemacht. Ziel von TRE ist es eines Tages dort eine "Seltene Erde"-Mine zu errichten. Wie der neue Vorstandschef Stephen Forman die Position von Tantalus im "Seltene Erde"-Markt sieht und wie Experten die Chancen und Risiken bei einem Investment in Explorer-Werte sehen, das beantworten wir in der Rubrik Hot Stocks.


@ ein schönes WE

Grüsse JoJo