LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 339)

[technophilosoph]

Die Mt.-Weld-Mine ist mit einem Anteil von 15 Prozent Seltener Erden im Gestein das weltweit hochgradigste Vorkommen. Die Ressourcen belaufen sich derzeit auf bekannte 783 000 Tonnen Seltene Erden in oxidierter Form. Lynas will mit einem jährlichen Abbau von 10 500 Tonnen beginnen und die Produktion bis Ende 2011 auf 21 000 Tonnen im Jahr ausbauen. Das Material verschiffen die Australier dann zu ihrer eigenen Aufbereitungs- und Separieranlage in Malaysia.
? wie steigert man das ?
Das hochgradigste
das höhergradigste
das höchstgradigste ?
oder
das hochgradigste
das hochgradigstere
das hochgradigsteste
oder was kommt nach dem Suplativ? der Hyperlatoiv und der Megalativ ?
aber wenn Lynas ab 2009 produziert und über den Umsatz hinaus Gewinne macht, nehme ich auch das in Kauf

[JoJo49]

http://www.mida.gov.my/en/view.php?cat=41&scat=1912

Lynas rare earth processing plant in Malaysia on track

Lynas Corp Ltd of Australia, the world's only viable producer and processor of rare earths outside China, is on track to invest in a processing plant at Teluk Kalong Industrial Park in Kemaman, Trengganu.

Rare Earths are a group of 15 metallic elements termed as Lanthanides and they range from the most abundant -cerium to thulium and lutetium, the least abundant. Processed rare earths are used in varied industrial applications such as in automotive catalytic converters, hybrid vehicles, energy efficient compact fluorescent light bulbs, iPod music players and liquid crystal display.

Lynas Executive Chairman, Nicholas Curtis said "We picked Malaysia to site the plant because of the excellent infrastructure available in Kemaman; the favourable investment climate; the availability of high quality workforce with strong engineering capacity; and the clear and transparent regulatory environment, in particular around the very high environmental standards required, which we thoroughly endorse."

Kemaman offers an excellent all weather deep water port facilities for handling bulk shipment of the rare ore from the company's Mt Weld mine, in Western Australia as well as the availability of liquid chemical handling facilities.

The State also offers reliable supply of electricity, natural gas and water, which the company found at prices more competitive than China.

In addition Malaysia offers cost- competitive workforce, which are not only highly skilled, but are also diligent and multi-lingual- conversant in English and Mandarin, which helps in communicating with the company's engineering staff at its China operation.

An added advantage to be located in Teluk Kalong Industrial Estate site, is a clustering of existing manufacturers of key reagents required for the process (lime, sulfuric acid, and (hydrochloric acid).

The company has undertaken a number of site reviews before the selection of Malaysia.

Lynas' Kemaman plant, scheduled to be operational in the second half of 2008, would see an initial Phase I built-up of 10,500 tonne- rare earth ore (REO) capacity plant and infrastructure. The production capacity is expected to be doubled to 21,000 tonnes of REO in Phase II.

Upon commissioning of the plant, Trengganu would become a global supplier of key metals used in the environmental protection and digitisation for the global automotive and electronic industries.

On the funding for the construction of the Malaysian plant, Lynas is in the midst of planning to sell A$115 million (RM338.1 million) of bonds convertible into its shares.

Adapted from NST Business Times, 13 August 2007 and Lynas website

Grüsse JoJo

[JoJo49]

http://www.brr.com.au/asx/LYC
LYNAS CORPORATION LIMITED (LYC)
ASX code: LYC
Listing Date: Thu, 11 Sep 1986
Website: http://www.lynascorp.com/
Industry: Materials

Principal Activities:
Project development, mineral exploration and investment.

Address:
56 Pitt Street, Level 7
SYDNEY
NSW 2000
Phone: [phone]
Fax: [phone]
Executives & Directors
Mr Nick Curtis, Managing Director, CEO, President, Executive Chairman
Mr Michael Wolley, Vice President, Chief Op. Officer
Mr Jacob Klein, Non Exec. Director
Mr David Davidson, Non Exec. Director
Mr William Forde, Non Exec. Director
Dr Matthew James, CFO
Mr Andrew Arnold, General Counsel


Please contact the ASX to change these details

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LYNAS CORPORATION LIMITED (LYC) Events
Company (Stock Code) Date/Time Event Timezone:
Australia/NSW
LYNAS CORPORATION LIMITED (LYC) Tue, 15 Apr 2008
10:00AM EGM
Sydney Harbour Marriott Hotel, 30 Pitt Street, Circular Quay, Sydney
LYNAS CORPORATION LIMITED (LYC) Wed, 27 Feb 2008 Interim Results
LYNAS CORPORATION LIMITED (LYC) Tue, 27 Nov 2007
09:00AM Annual General Meeting
Radisson Plaza Hotel, 27 O'Connell Street Sydney NSW
LYNAS CORPORATION LIMITED (LYC) Wed, 21 Feb 2007 Interim Results
LYNAS CORPORATION LIMITED (LYC) Thu, 23 Nov 2006
10:30AM Annual General Meeting
Hotel Inter-Continental, Cnr Bridge & Phillip Streets Sydney NSW
LYNAS CORPORATION LIMITED (LYC) Tue, 12 Sep 2006 Full Year Results
LYNAS CORPORATION LIMITED (LYC) Fri, 4 Aug 2006
11:00AM EGM
Bridge Room, Hotel Intercontinental, 117 Macquarie Street Sydney NSW 2000
LYNAS CORPORATION LIMITED (LYC) Tue, 21 Feb 2006 Interim Results
LYNAS CORPORATION LIMITED (LYC) Wed, 30 Nov 2005
10:30AM Annual General Meeting
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LYNAS CORPORATION LIMITED (LYC)
Click here to view details on the ASX site

Update on Project and Concentration Plant Contract Wed, 17 Sep 2008
Full Year Statutory Accounts Tue, 16 Sep 2008
Updated Investor Presentation - September 2008 Thu, 4 Sep 2008
Investor Presentation - September 2008 Mon, 1 Sep 2008
Change of Director`s Interest Notice Thu, 21 Aug 2008
Diggers and Dealers Presentation August 2008 Wed, 6 Aug 2008
Diggers and Dealers Presentation August 2008 Tue, 5 Aug 2008
Quarterly Activities Report Thu, 31 Jul 2008
Appendix 5B Thu, 31 Jul 2008
Change in substantial holding Fri, 25 Jul 2008

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http://www.infomine.com/index/companies/LYNAS_CORPORATION_LT…
http://www.hotstocked.com/companies/l/lynas-corporation-ltd-…
http://www.hotstocked.com/pdf/LYSCF-54235-report.pdf
http://www.reuters.com/finance/stocks/overview?symbol=LYSCF.…
http://tradingroom.com.au/apps/qt/quote.ac?code=LYC
https://commerce.us.reuters.com/purchase/showReportDetail.do…



Gruß JoJo

[JoJo49]

Da ist Musike drin!
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=anxEH…
Lynas Corp. Ltd. (LYC AU), an Australian miner of minerals used in iPod music players and liquid crystal displays, surged 5 cents, or 8.5 percent, to 70 cents, the fourth-best performer on the benchmark. The company today said it's committed to delivering its Mount Weld Rare Earths project on schedule and ``within financial resources available to Lynas.''

http://www.bloomberg.com/apps/quote?ticker=LYC%3AAU

http://www.miningweekly.com/article.php?a_id=141568
Company Announcement: Major Increase In Reo And NAF Resources At Kvanefjeld

Published on 26th August 2008
Attached please find a press release on: Greenland Minerals and Energy Limited is pleased to announce a major increase in rare earth oxide (REO) and sodium fluoride (NaF) resources at Kvanefjeld, in southern Greenland.

http://www.miningweekly.com/searchquick.php?searchString=REO

http://www.resourceinvestor.com/pebble.asp?relid=46285

Grüsse JoJo

[JoJo49]

LYC LYNAS CORPORATION LIMITED
September 2008
1st Investor Presentation - September 2008
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=419482

Seite 4
Lynas Corporation ist ein ASX 200 Unternehmen mit starker Unterstützung der Institutionen

[JoJo49]

Antwort auf Beitrag Nr.: 34.695.839 von ambrosio am 10.08.08 20:00:20

Nicht mehr ganz neu wird aber m.e. immer interessnter denn der Startschuss (Produktionsbeginn) kommt immer näher.

http://www.focus.de/finanzen/boerse/aktien/tid-8730/rohstoff…
Rohstoffe Rare Earth – Seite 5/6

Lynas – Australier mit 783 000 Tonnen Ressourcen

Der Konzern will im Juli 2009 in Westaustralien die Mt.-Weld-Mine in Betrieb nehmen. Dort wird die weltweit zweitgrößte Förderung von Seltenen Erden beginnen. Die größte Seltene-Erden-Mine, Baiyun Obo, befindet sich in China.

Die Mt.-Weld-Mine ist mit einem Anteil von 15 Prozent Seltener Erden im Gestein das weltweit hochgradigste Vorkommen. Die Ressourcen belaufen sich derzeit auf bekannte 783 000 Tonnen Seltene Erden in oxidierter Form. Lynas will mit einem jährlichen Abbau von 10 500 Tonnen beginnen und die Produktion bis Ende 2011 auf 21 000 Tonnen im Jahr ausbauen. Das Material verschiffen die Australier dann zu ihrer eigenen Aufbereitungs- und Separieranlage in Malaysia.

Die wichtigsten Metalle bei Lynas sind Neodym und Praseodym. Kürzlich erwarben die Australier zudem ein SE-Projekt im afrikanischen Malawi.

Rohstoffe Seite 5/6
Seltene Substanzen vor Nachfrageboom
Goldene Zukunft prophezeit
Chancen für Investoren
China Rare Earth – solider Chinese
Lynas – Australier mit 783 000 Tonnen RessourcenNeo Material Technologies – Magnetpulver-Spezialist

http://kurse.focus.de/aktie?ID_NOTATION=8115080

Grüße JoJo

[ambrosio]

August 8, 2008
Mercedes May Cancel Hybrid SUV Plan, Because It Can't Get Nickel Metal Hydride Batteries. What Happened To Lithium?

http://www.glgroup.com/News/Mercedes-May-Cancel-Hybrid-SUV-P…

[JoJo49]

http://www.energyinvestmentstrategies.com/2008/07/30/lithium…

Lithium-ion: Not So Fast, Buddy

Could it be that the Japanese car companies have such complete control of the U.S. market that they are trying to keep the American producers alive because they can’t handle all the business they would get if GM/Ford/Chrysler go under? And could it be that the Japanese think there is much more mileage left to go in the current hybrid technology that uses NiMH (nickel-metal-hydride) batteries before any transition to Lithium-ion happens?

Those are two of many interesting views of reality contained in an essay by Jack Lifton that was posted on ResourceInvestor.Com and forwarded to me by my Australian reader, P.W. Interestingly, when you think about it, the only new lithium-ion powered vehicle announced so far by a major car company with a scheduled intro date is the GM Volt. Since GM is in the critical care unit, and since the Volt is an experimental vehicle that is acknowledged to be a money-looser for a while, that’s not exactly a booming endorsement of lithium-ion technology.

Toyota has said they will have a lithium-ion vehicle for sale in 2011, but there are not details. Mr. Lifton says most of Toyota and Honda’s hybrids will be NiMH until a reliable and profitable L-i battery is available to them. Nissan, by contrast, is counting on the L-i for its new “city cars,” but we don’t have a firm date from them yet. So the bottom line is that technology is still an unknown that will determine the timing of the L-i battery powered car.

Mr. Lifton’s thesis is that the current Prius will be upgraded still using NiMH batteries and that in fact most new Japanese hybrid electrics will also use the old NiMH battery technology for many years to come. His corollary is that the exotic metals needed for NiMH batteries may become in very short supply and that some Australian and Canadian junior mining companies may therefore be good bets.

What is more interesting to me is what all this says about the time table for major increases in lithium sales, which is a major basis for my interest in the Chilean mining company SQM. It may be that the timing of this market will be extended forward, not a shocking development for a break-through technology. I have now taken nearly all my profits in SQM as part of my strategy of being substantially in cash.

Anyway, here is the piece by Mr. Lifton:

What’s The Play in Lanthanum II: Honda Is Joined By Toyota
By Jack Lifton
24 Jul 2008 at 03:38 PM GMT-04:00

Toyota’s dilemma: An investment opportunity in rare earths based on too much good news for Toyota.

--------------------------------------------------------------------------------
FARMINGTON HILLS, Mich. (ResourceInvestor.com) –If you can, imagine a car company that:
Made more than 9 million vehicles per year;

Made billions of dollars of profit annually;

Had a market cap of over $170 billion a year; and

Was so resilient and well capitalized that even a multi-billion dollar misstep—such as building an assembly plant to make large pickup trucks that, by the time the plant was completed, no one wanted to buy—could rectify it by converting that plant to the manufacturing of a popular model of which there was a shortage.

The fact that all of those positive aspects are true of Japanese owned and operated Toyota is usually ignored by the American mainstream media, because:

Good news doesn’t sell;

It shows that it is not the American OEM automotive industry that is failing, but, rather, the under 50% of it that is American owned-and-operated that has collapsed under the weight both of bad day-to-day management and very bad long term product decisions; and

The mainstream press doesn’t understand enough about the economics and technologies of the OEM automotive industry to analyze it intelligently or even, it seems, understand it.

The majority of the new cars sold in America are manufactured by Toyota, Honda, Nissan, Hyundai, and Daimler either in North America or at plants in their home countries dedicated to producing mostly export vehicles. All of those companies are profitable, because for the last generation they have always made and sold the small cars, which were favored by the entire world outside of the U.S. The global preference for small cars was mostly due to the limited highway infrastructure outside of North America and continental Europe, the price of raw materials, such as steel, and most of all, the retail price of gasoline and diesel fuel.

This is not to say that Japanese and European car makers were omniscient; they too were sucked into the American fantasy of bigger and bigger cars and play-truck SUVs and pickups as profit makers for their manufacturers, but, as I said above, using Toyota as an example, all of the so-called ‘transplants,’ the term by which Detroit refers to foreign own and operated car makers producing in North America, were flexible in their manufacturing operations. As they saw the direct relationship between fuel prices and the market interest in large personal vehicles they moved rapidly to cut their long term losses by taking present losses for switching production. Losses that the moribund American OEM automotive industry no longer has the ability to absorb without damage and danger to future programs and even to ongoing operations!

It seems that that the OEM American owned-and-operated automotive industry has already passed on (to the great beyond, as it were). It may be kept on life support for a while longer by bailouts from a frightened U.S. Congress, but these will only serve to support the banks. They followed GM, Ford, and Chrysler into the abyss and to continue for a while the obscene paychecks for failure that are now standard in American industry.

Based on the above primer in OEM American automotive marketing economics I want to now describe for you what can be called, “Toyota’s Dilemma.” Simply stated it is that Toyota does not want the OEM American owned-and-operated automotive industry to fail, just yet, because the failure has come about even more rapidly than Toyota has had time to plan for.

It is important that you know that every hybrid vehicle today mass produced for sale by Toyota, Honda, GM, Ford, and Chrysler utilizes a nickel-metal-hydride (NiMH) battery. Even more importantly you need to know that in the 2007 model year GM made or sold 9,000 ‘hybrid’ vehicles and that all 9,000 were recalled to replace a defective NiMH battery. In the same year Toyota sold more than 250,000 Priuses and there is no report of any 2007 model year battery failure. Note well that Toyota makes its own NiMH batteries in-house and that GM buys its battery components from a Japanese manufacturer-not Toyota-and has them assembled by the joint venture between Chevron and Energy Conversion Devices, Inc called COBASYS, which has been in existence for most of the twenty-first century, has burned through more than $200 million of Chevron’s money and has never made a profit! General Motors, Ford, and Chrysler have been forced to try to develop a lithium-ion technology based vehicle for the simple reason that due to mismanagement and short sighted planning they have no way whatsoever to obtain either the critical raw materials for, or NiMH batteries themselves. GM, for example, is only trying to make an expensive niche market lithium-ion plug-in hybrid, because it, through its own shortsightedness, cannot make a Prius fighter based on NiMH technology

Toyota and Honda have clearly decided that a small hybrid vehicle utilizing safe, reliable, long-life NiMH batteries is the bridge to a future mixed fleet of slowly disappearing internal combustion (alone) powered vehicles and vehicles using mixed or pure electric propulsion of some type. This is evidenced by the fact that both companies have now committed to producing substantial volumes of NiMH battery equipped hybrids in the next five years. For Toyota this will be a ramp up from 1,000 to 3,000 per day of its soon to be enlarged Prius family of vehicles; for Honda this is a commitment to introduce and produce up to 500,000 hybrid vehicles a year by 2011. Both of these manufacturers will have dedicated, in-house battery-manufacturing facilities. In Toyota’s case those facilities will be located only in Japan, so that even when Toyota is finished converting its new assembly plant in Mississippi—from large pickup truck production to Prius assembly—only the sheet metal , interior components, and chassis likely will be produced in North America. The critical components for the Prius power train, the battery and its management system, will be produced only in Japan. It also seems likely that Honda will make the same arrangements for production, everything but the power train being made locally. This when it selects a non-Japanese plant for hybrid production. Unlike OEM, American owned-and-operated automotive assemblers, Japanese OEMs value their in-house developed technology highly and do not just give it away to low labor cost countries in return for lower manufacturing costs. This, of course, implies that the U.S. is the low labor cost country for Japanese manufacturers. Did you think it was another low labor cost country closer to Japan, perhaps?

Toyota’s current NiMH battery, which is a direct descendant of the original NiMH battery invented by Energy Conversion Devices, Inc., in the 1980s and licensed for manufacturing and use in vehicle propulsion to Toyota in the mid 1990s. It requires at least 12 kg (26 lbs) of the rare-earth metal, lanthanum, per Prius-sized battery. Today’s Prius, utilizing such a battery, has a range of 500 miles on a 10.1 gallon tank of fuel at a top speed (capability) of over 90 miles per hour. Prius has very low emissions unmatched for its size, weight, and “cargo capacity (825 lbs),” until the recent introduction of 4-cylinder turbo-diesel-powered small cars by several European manufacturers. Reportedly the next generation Prius, due in 2009, will use a larger NiMH battery to achieve a fuel economy of 71 miles per gallon; it will require a battery made with 20 kg (44 lbs) of lanthanum.

Dudley Kingsnorth, arguably one of, if not , the world’s leading authorities on the fundamentals and end uses of rare earth metals, has corresponded with me on these topics recently, and he has kindly permitted a quote from one of his emails;:

“Until recently lanthanum has been the ‘poor cousin’ of the rare earths – low priced and readily available – so it is probably coming as a shock to many … catalyst producers and the petroleum refiners that they have to think/purchase more than 12 months out if they are to secure sufficient material.”

Please note that Dudley and the author are in complete agreement as to the confusion of thinking and purchasing about and for only a short time into the future when it comes to industrial buyers steeped in the global free market fantasy spewed out by western business schools to their victims. In any case, Dudley continues:

“Toyota and Honda may well have a choice – simply put, if they corner the lanthanum market for their batteries (excluding the growing market for rechargeable tools) then there may be none left for …cracking catalysts, i.e. no gasoline to fuel them, so no car sales! So they need to think about the impact of their lanthanum purchases! It is likely that Toyota (who have a large share in the only company in Japan making batteries for hybrid vehicles) have a forward looking purchasing policy and probably have sufficient metal for the next 2 years or so.. The price of lanthanum (La) metal is currently about $13/kg and for the oxide $9/kg, compared with $8.5 and $4.75 at the beginning of the 2008 year and $4.50 and $2 a year ago! Spot prices of $16/kg La2O3 have been quoted in Japan recently, so clearly there is a measure of concern! Toyota has announced that their first lithium-ion battery hybrid will be in production in 2011 and that 1 million hybrids is a target for 2011, whereas two to three years ago they were considering 2-3 million in 2011….”

China has recently, as pointed out last week, reduced its exports of rare earth metals to a total below that of the current demand just by Japan. In addition China has raised the export taxes on rare earth metals effectively raising the price of those metals directly to those who can still obtain them from China.

Take particular note that the only current producer of lanthanum is China. And its demand for rare earth metals for domestic use in batteries and magnets, for example is rapidly approaching 100% of its production of rare earth metals. The Central Committee of the Communist Party of the People’s Republic of China publishes a five-year plan for the country’s economic growth. The last one called for consolidation and growth in the rare earth mining industry; the next one, which will be promulgated (it is not published as a ‘suggestion;’ it is promulgated as a mandatory decree.) in 2010-11. It is expected that the next one will call for priority for the utilization of Chinese natural resources for the development of the domestic economy. This certainly does not bode well for end users of rare earth metals whose markets are not in China.

Toyota and Honda, the two most profitable and successful, OEM car makers in the world have separately come to the same conclusion. The changeover of the personal vehicle industry from utilizing the hydrocarbon fuelled internal-combustion engine as the sole motive power to a completely electric, probably fuel-cell powered, vehicle will go in stages and will stay in any one stage until the technology for the next stage is: developed, tested, and economical.

Toyota and Honda have committed each to having hybrids comprise at least 10% of their manufactured vehicles in the 2011-12 time frame. Both companies see NiMH batteries being used overwhelmingly to make those cars. They hope to achieve as much as 25% conversion of their manufacturing to such hybrids by 2014-15.

It is important for investors to note that the only way for Toyota and Honda to meet these goals is for them to find additional sources of lanthanum outside of China. Because neither company will plan for what is today the remote possibility that, before the beginning of the 21st-century’s third decade, an equivalent lithium-based battery system will be: ready, tested, in mass production, and as reliable and long lived as the NiMH battery, and as cheap to make! If the lanthanum is not found then the world will continue to drive petroleum fuelled, internal-combustion engine, powered personal vehicles. Hydrogen could be used to power internal combustion engines and provide zero emission of so-called greenhouse gases. But that is in an even more remote future, beyond the lifetime of anyone reading this, when nuclear power plants are providing electricity in surplus.

There is no longer any way for GM, Ford, or Chrysler to compete in the mass-produced, profitably sold, hybrid-powered vehicle market. These companies can only hope to survive as mass marketers of small diesel-powered cars and freight vehicles. Toyota and Honda are now and will remain the world’s auto giants.

Toyota’s dilemma is that its growth is coming too fast; the OEM automotive world is not flexible enough to sustain itself in the hurricane of supposed global warming, energy shortages, and dependence on resources, which even if they are not dwindling, are being demanded by new billions of customers in amounts far beyond the ability of the supply base to service rapidly, if at all.

Toyota does not want GM, Ford, and Chrysler to fail any time soon, because it fears that its capacity will not be able to capture enough of the cascade of market share with which it could be deluged. Toyota sees that Honda, Nissan, Hyundai, and even VW are positioning themselves in the American market for the imminent demise of one or all of the domestic car makers. Toyota, like all of the rest, has a global market to consider also; and this is a market in which GM, Ford, and Chrysler hardly count at all. So it is important not to commit too many resources to developing specific vehicles for a market as insular and, in fact, declining as rapidly as that of the U.S.

It is possible and, perhaps, even likely that within three years, at most, there may not be enough lanthanum exported from China to enable Toyota and Honda to fulfil their plans to modify their product mix.

It is certain that the world’s other car makers, especially, those in America will not be able to produce small, safe, reliable, economical hybrid cars in quantity until and unless there are technology breakthroughs and additional raw material supplies.

Some say that in order for even Toyota’s and Honda’s plans to be successful at the lowest level there needs to be production from rare-earth metal mines in existence now or within only two to three years. Simply put, in order for the markets which critically depend on rare earth metals to go forward as planned—reducing demand for petroleum hydrocarbons and total energy—feasible non-Chinese sources of rare earth metals already known have to be brought into full production within the next five years at most.

Once again these six sources are:

Australia—

Lynas Corporation Ltd (LYC:ASX)

Arafura Resources Limited (ARU)

Canada—

Great Western Minerals Group LTD (GWG)

Avalon Ventures Ltd (AVL)

United States—

Chevron Mining Inc. (CVX)

Thorium Energy, Inc.

The first five companies listed above are publicly traded; the sixth, Thorium Energy, inc. is privately held and, reportedly, not seeking public financing. All have extensive web sites.

Total stated resources/reserves of the above six companies as detailed on their web sites seem to fulfil the resources:

· Needed for Toyota and Honda to ramp up their hybrid vehicle production plans to their 2015 targets; and

· To allow others to get into the hybrid car business and to continue in the permanent magnet manufacturing business, the catalyst manufacturing, and the electronic display business outside of China.

There are no sure things in natural resources’ investment, but rare earth metals sure look like one.

[size=9]This entry was posted on Wednesday, July 30th, 2008 at 10:46 am and is filed under OIL. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.[/size]


@ ein schönes WE

Gruß JoJo

[JoJo49]

REE als Sachwertanlage, vergleichbar mit Gold und Silber


http://www.anders-investieren.de/?page=Seltene%20Erden&focus…

Die Selten-Erd-Elemente (SEE) oder auch Rare Earth Elements (REE) genannt.
Die metallischen Rohstoffe für die Zukunftstechnologien.

Auszug:
Die Seltenen Erden sind eine Gruppe von 15 Elementen mit ähnlichen
chemischen Eigenschaften. Dazu gehören die Elemente Lanthan, Cer, Praseodym,
Neodym, Promethium, Samarium, Europium, Gadolinium, Terbium, Dysprosium,
Holmium, Erbium, Thulium, Ytterbium und Lutetium.

Seltene Elemente spielen eine Schlüsselrolle für die Elektronikindustrie, die Telekommunikation,
die Mikrosystemtechnik, den Automobilbau, den Umweltschutz, sowie der Petrochemie.
____________________________________________________________________________

Erstmals haben auch Privatanleger die Möglichkeit diese, wichtigen und für die Industrie
unverzichtbaren, Rohstoffe in physischer Form zu erwerben und von der Preisentwicklung zu
profitieren. Es handelt sich um eine Sachwertanlage, vergleichbar mit Gold und Silber.

Die Rohstoffe werden in einem Hochsicherheitslager in Bremen eingelagert und können die
Versorgung der deutschen Industrie in Krisenzeiten sicher stellen.
...

...
Preisentwicklung des Index seit dem 02.01.2007: 95,01% (30.06.2008)
Wie kommt es zu solchen Preissteigerungen?

Die Angebotslage bei diesen Rohstoffen ist äußerst angespannt. 2006 wurden 95 % der weltweit
produzierten 108.000 Tonnen in China hergestellt.

In der letzten Zeit hat die chinesische Regierung einschneidende Maßnahmen ergriffen um, um die
Kontrolle über die Produktion und den Export von Seltenerdmetallen zu behalten.

Um die Versorgung der eigenen Industrie zu sichern, senkt China von Jahr zu Jahr das Exportkontingent. Konnten 2004 noch 60.000 Tonnen exportiert werden, so waren es 2007 nur noch 40.000 Tonnen.

2006 wurde ein Ausfuhrzoll von 10 % eingeführt, um den Export der Seltenerdmetalle weiter einzu-
dämmen. Dieser Satz wurde nun vom zuständigen Finanzministerium für 2008 auf 15 bis 25 %,
abhängig vom Rohstoff, erhöht.

Es wurde die Reduzierung der Produktionsmengen angeordnet, um das Angebot zu verknappen.

Diese Maßnahmen der chinesischen Regierung haben massive Auswirkungen auf dem Weltmarkt
für Seltenerdmetalle. Während die Nachfrage in den nächsten Jahren explodiert, tut China alles, um
das Weltangebot zu verknappen. Bereits für 2008 wird mit einem Angebotsdefizit von rund 30.000
Tonnen gerechnet.

Allein diese Tatsache wird für eine massive Preissteigerung dieser Rohstoffe beitragen.

Für welche Produkte werden diese Rohstoffe so dringend benötigt?

Beispiel TOYOTA >>>


Weitere Beispiele:
Flachbildschirme & Flachbildfernseher (der Trend geht international zum großformatigen, Hochleistungsfernseher)

Energiesparlampen:
Nachdem Neuseeland (ab Oktober 2009), Australien (ab 2010) und Kanada (ab 2012) den Verkauf von klassischen Glühlampen verbieten wollen, will die EU-Kommission Ende 2008 oder Anfang 2009 konkrete Angaben machen, wie eine Ablösung der „Glühbirne“ durch Kompaktleuchtstofflampen, umgangssprachlich Energiesparlampen genannt, in der EU erfolgen soll.

Poliermittel u. a. für hochwertige Gläser und Linsen

Datenträger (u.a. Festplatten)

Medizintechnik

Landwirtschaft (Düngung und Futterzusatz)

Magnetische Kältemaschinen (die neuste Generation der Kühlschränke u. Kühlanlagen)

Als Zusatzstoff für Sonderlegierungen

Als Zusatzstoff in der Keramikindustrie

Wasserstoffantriebe in Autos (Brennstoffzelle)

Die Brennstoffzelle im Keller (zum heizen und kühlen)

...und noch viele andere Einsatzgebiete.

Weitere Informationen folgen. Ich bitte um etwas Geduld.

Erkennen Sie die Möglichkeiten?!

Am 02.01.2007 kostete 1 Kilogramm "Seltene- Erden" von unserem "Index" (Warenkorb)
22,45 €uro...am 30.06.2008 betrug der Preis für ein Kilogramm bereits 43,78 €uro.

Das ist ein Preisanstieg von 95% in nur 18 Monaten.

Gruß JoJo

[JoJo49]

http://stocknessmonster.com/news-history?S=LYC&E=ASX

LYC LYNAS CORPORATION LIMITED
August 2008
5th Diggers and Dealers Presentation August 2008
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=416658

Gruß JoJo