Stans Energy / ARMZ Lithiumprojekt in Russland (Seite 161)

[DIE_GERECHTIGKEIT]

So Freunde! Ich bin jetzt ganz gut positioniert mit Schwerpunkt HREE:

MEIN REE-DEPOT:

LONG-POSITIONEN
Alkane (15%)
Arafura (7%)
China Rare Earth (10%)
Rare Earth Metals (15%)
Stans (15%)

SHORT-POSITIONEN
Lynas (5%)

LIQUIDITÄT: 33%

WATCHLIST
MCP
CHINA SHEN ZHOU
GWG
TEXAS RARE EARTH

Alle anderen sind mir entweder viel zu teuer oder haben Produktionsziele weit nach 2015 was keinen Sinn macht, weil wir bis dahin vermutlich große Schwankungen bei den REO-Preisen sehen werden wobei ich die HREE-Preise augfgrund der langfristigen Angebotsknappheit für stabil bis steigend sehe während die LREE-Preise dramatisch fallen dürften was bei Explorern wie ARU und LYC schnell an die Substanz gehen kann.

Mal schaun was jetzt kurzfristig passiert. Mein bevorzugtes Szenario ist, dass es bei Lynas in den nächsten Monaten zu einem Selloff kommt wegen erheblichen Verzögerungen mit der Lizenz oder sogar Absage von Malaysia und die Basketpreise in Folge dessen noch einmal heftig anziehen werden.

Gruß
Julia

[Rhingio]

Antwort auf Beitrag Nr.: 41.772.258 von FaxenClown am 11.07.11 19:57:37

danke faxenclown für die ausführungen

zurzeit gibts hier wirklich nicht viel zu sagen, aber das kann sich ja schnell ändern
ein news release vor der AGM würde dem kurs sicherlich gut tun, wenn ma bedenkt, dass wir gerade erst eine kapitalerhöhung zu 1,85$ mit half-warrants zu 2,20$
wie gesagt gehe von einem sehr gewinnträchtigen herbst hier aus

allen noch viel vergnügen hier mit stans

[FaxenClown]

Zitat von FaxenClown: Damit wäre der REO-Basket über 300 USD/kg und der In-Situ Wert je Tonne bei 800 USD/kg
MfG, FaxenClown

... ist Schnee vom Vormonat. Nachdem Dy, Tb und Eu endlich zur Zündung angesetzt haben, explodieren Basket und In Situ Wert.

Zitat von Langstrumpf2: Von Ucore kamen folgende Zwitterzeile:

Terbium Oxide up from $2,900 to $4,200 kg
Europium Oxide up from $3,380 kg to $5,860 kg
Dysprosium Oxide up from $1,500 kg to $2,500 kg

Nach der aktuellen Company Presentation (mit REO-Preisen vom 07.07.) von Stans hat der Basket folgenden Wert:

Weighted average international price of $324/kg USD TREO (July 7, 2011)

http://www.stansenergy.com/JULY2011.pdf

... nimmt man aber die aktuellen Preise von Lynas / Metal-Pages (die auch UCore auf Twitter bestätigt hat ... Danke für die Info @Langstrumpf), hat der Basket wegen des starken Anstiegs von Dy, Tb und Eu übers Wochenende mal eben fast 1/3 zugelegt.

Meine REO-Excel sagt dazu folgendes:

Kishkek Kutessay II (Stans Energy; RUU) ; +27,88%
04.07.2011 : $331,41
11.07.2011 : $423,80

Der In Situ Wert liegt demnach bei ca. 1.118,84 USD/t @0,264% TREO

Die zu erwarteden Erlöse p.a. liegen mittlerweile bei 210-630Mio USD @500-1500tpa Jahresproduktion.

... ein paar Rundungsfehler gibt es aber immer, also alles ohne Gewähr!Ausserdem sind Erlöse keine Gewinne! ... sollte man nicht vergessen.

Preisquellen:
http://www.lynascorp.com/page.asp?category_id=1&page_id=25
http://www.metal-pages.com/metalprices/rareearths/



Mal sehen, welche News die AGM zu Tage fördert:

Stans Energy Corp Announces Annual General Meeting 27 June 2011

Stans Energy Corp. (TSX-V: HRE, OTCQX: HREEF) (“Stans” or “the Company”), announces that, the company’s Annual General Meeting (AGM) is scheduled to be held on Thursday July 14th, 2011 at 1pm at:

Toronto Board of Trade
77 Adelaide Street West, Suite 350
Toronto, ON, M5X 1C1
[...]

Weitere Infos (z.B. auch ein Finanzreport für 2010) zur AGM findet man hier:

http://www.stansenergy.com/more/annual-general-meeting-2011/

Bin immer noch investiert! Da es aber bisher kaum News gab, war ich eher stiller Mitleser. Aber in Anbetracht der REO-Quoten für H2/2011 (noch nicht verkündet, kann aber nicht mehr lange dauern) und dem WTO-Urteil zur Exportbeschränkung von einigen Rohstoffen, die evtl. dafür sorgt, dass die Exportquoten bei den REOs evtl. demnächst nach Gruppen (HREO/LREO) oder sogar nach Elementen differenziert werden denke ich, dass die Zeit für einen neuen Schub im HREO-Sektor bevor steht ... wenn nicht ein Krieg oder eine Finanzkrise (EURO oder US) hereinbricht.

Hier noch der atuelle Stand im Sektor auch mit Infos zum WTO-Urteil:
Does a Rare Earth Trade Dispute Loom?
http://resourceinvestingnews.com/18983-does-a-rare-earth-tra…

Viel Chance, viel Risiko!

Frohes lesen, FaxenClown

[Rhingio]

Noch ein schöner artikel zur komplexität der verarbeitung, wo stans vorsprung hervorgehoben wird
(http://rareearthinvestingnews.com/4201/rare-earth-processing…)



Rare Earth Processing: Mastering the Art

Rare earth element mining companies face their largest challenge in processing and separating the individual elements. Many industry insiders have cited the one factor in any potentially profitable rare earth operation; economically processing and separating pure rare earth oxides. Unlike most other metals, the process to extract individual elements takes around one hundred steps, an act of art and science.

“The production of high-purity metals is as much an art as it is science and engineering. It requires diligent attention to operational details and mis-steps that can contaminate, and thus ruin the end product… One learns how to purify metals by doing it, not by reading manuals,” stated rare earth industry expert Jack Lifton, for Technology Metals Research.

In an interview with Rare Earth Investing News, David Vinokurov from Stans Energy Corp. (CVE:HRE) talks about the challenges of rare earth processing.

The lack of rare earth processing expertise in the west is largely due to China’s low cost production that drove western companies out of business. “There is a 20 year knowledge gap. When the Chinese cornered the market in the early 90’s, the rest of the world moved on to something else,” stated Vinokurov.

China’s rare earth mineralogy plays into their lower cost processing. “Their ionic absorption clays lend to a fairly easier separation process. Because the clay is soluble, basically, you have to pour a combination of chemicals then extract the elements through the liquid,” stated Vinokurov. This is of course a simplified explanation; there are multiple steps, involving upwards of 1000 flotation tanks in the process that is a challenge to master. However, the processing of rare earth elements with a hard rock deposit is more challenging, and costly.

“Mining is — believe it or not — the absolute easiest thing we do. Once we pull it out of the ground, that’s when things get complicated,” stated Mark Smith, CEO of Molycorp (NYSE:MCP).

Bastnaesite and monazite ores are the most common REE producing deposits outside of China. Bastnaesite ore bodies require the mechanical crushing of the ore down to a fine powder that is subjected to a heavy acid/solvent extraction process. This is where the complexity of processing takes place with hundreds of steps and upwards of a thousand tanks, in large scale operations, to extract the pure rare earth oxides.

The process to extract thorium and lanthanides from monazite ores requires heavy solvents and heat in a process called Acid Opening. A new process called alkaline opening, “uses a hot sodium hydroxide solution at about 140 °C. Alkaline opening allows the thorium phosphate to be recovered as crystalline trisodium phosphate. The remaining lanthanide/thorium hydroxide mixture is treated with hydrochloric acid which creates a liquid solution of lanthanide chlorides, and a sludge made up of thorium hydroxide,” stated the report from Kidela Capital Group.

Stans Energy recently acquired the KCMP rare earth processing plant in Kyrgyzstan, which supplied the former Soviet Union with 80 percent of its REE supply. The scientists that worked at the plant during its top secret operations in the former Soviet Union found that the process to master rare earth separation took years, not months.

“With the plant, we got 30 years of historical data which the Soviet owners had complied. It had taken them 10 years to master the processing. That was with an unlimited budget, and brain power and it took 10 years to figure out the processing on an industrial scale,” stated Vinokurov.

Molycorp recently acquired Silmet, a light rare earth processing facility in the former Soviet satellite Estonia. The plant will help the company in various ways. The plant will provide the expertise in separating light rare earth elements as well as open a European center of operations for the company.

“The Silmet plant in Estonia, recently acquired by Molycorp, was designed by our partners as well. Keep in mind these are the only two large scale processing facilities outside of China,” stated Vinokurov, adding that Stans Energy’s processing facility, “is the only facility outside of China that produced 15 elements, into 120 forms of metals, alloys and oxides.”

The other major rare earth processing plant currently under construction is the LAMP facility in Malaysia being built by Lynas Corp. (ASX:LYC). Their facility has come under heavy criticism from environmental groups that are worried about thorium, byproduct of rare earth mining and processing. Thorium as a liability to rare earth mining companies was covered on Rare Earth Investing News in March.

The profitability of rare earth mining firms hinges on their ability to process and separate the metals into pure rare earth oxides. As was the case with Stans Energy’s plant in Kyrgyzstan, the mastering of the process will take years to catch up with China’s technological prowess in the market. Not months as some may lead investors to believe.

[Rhingio]

sehr schöner artikel, der das potenzial hier gut zusammenfasst (aus stockhouse)

The rare earths market continues to tighten as a result of frantic buying by trading houses and severe restrictions on production and exports from China, the world's dominant producer.

The Chinese will disclose in a few hours their rare earth export quotas for the second half of 2011 which should provide a significant catalyst to reversing Stans Energy’s recent share price sell off.



For some manufacturers of goods that require REE technology, the loss of competitiveness versus Chinese counterparts is already severe, and may in some cases constitute an existential threat as China stands to gain market share in many downstream fields as a result of its dominant supply-side position.



Chinese authorities are clamping down on illegal production and exports of rare earths, and moving to consolidate the domestic industry under state control. Mining activities in southern China exploiting ionic clays are key targets for consolidation, and these operations are the world's dominant source of heavy REEs. China also looks set to create strategic stockpiles of REEs, and it is the scarcer, heavier, REEs that will be prioritized.


Beijing has been drastically cutting back exports and a rare earth buying panic has resulted. Price charts on rare earth oxides have gone parabolic and from conversations with industry experts, we derive that the present day pricing for heavy rare earths is anticipated to continue through at least 2017. Scarcity of certain heavy REEs will persist particularly given the intended consolidation of "ionic clay" mining operations in China. Heavy REO prices such as dysprosium and europium oxides have risen by more than 500% year to date. The very different supply fundamentals of light versus heavy REEs are becoming much more visible.



Chinese domestic prices for REEs have started to climb steeply and the premium for export prices over domestic is narrowing. China also looks set to create strategic stockpiles of REEs, and it is the scarcer, heavier, REEs that will be prioritized.



Molycorp and Lynas Corp have combined market caps of over $12 Billion and are just in the early stages of building their facilities.



Neither Molycorp nor Lynas have yet to open up their new capacity, or run product through to an end use.



Rare earth processing is extremely complex and technically difficult, and without doubt new processes will take time to prove out.



Stans Energy's overall project risk level will be minimal and the key challenge will be to figure out what scale to construct the mine and facility at. There has been superb scientific work on the geology and chemistry of this resource.



Stans Energy's newly acquired chemical-metallurgical plant is the only complex of its kind outside of China, it produced all 10 heavy rare elements successfully, producing usable end-product, and was a Key strategic element enabling the former Soviet nuclear program for decades. These heavy rare earth processing facilities were in operation from 1966 to 1991 producing 120 rare earth products including oxides, pure metals and alloys at purities up to 99.99%.



Stans Energy is well positioned for strategic partnerships and is in discussions with several potential global trading off-take partners.



The strategy is to establish non-operating minority interest partners that can provide capital, credibility and distribution, and Stans Energy intends to finalize off-take arrangements with major partners this year – partners with international distribution capabilities who can write large cheques, monetizing the Stans Energy opportunity and therefore reduces the financial risk going forward. This also reduces the processing risk level as the off-take partner will perform independent verification.



Stans Energy’s objective is to be the World’s principal Heavy Rare Earth manufacturer and to reinstate a safe and sound end-to-end rare earth supply chain.



Stans Energy will capture a “manufacturing first” approach that supports mining of rare earth ores, producing rare earth oxides, alloys and metals in cooperation with strategic partners in ally nations.



Stans Energy will advance capabilities on the manufacturing end of the rare earth supply chain.



Many generalizations have oversimplified or downplayed the importance of the rare earth crisis.



This looming crisis has led to critical security of supply issues for all Global end users and critical shortfalls in these elements will impact green technologies (e.g., hybrid cars, wind turbines), digitized and miniaturized electronic goods (e.g., mobile phones), and defense applications (e.g., missiles, radars, avionics).



China:

· is an unreliable supplier of rare earth materials on the global marketplace

· produces more than 95 percent of all rare earth oxides and nearly 100% of rare earth metals for world consumption

· has dramatically reduced exports, decreased production, increased taxes, and embargoed trading partners.

· Anticipating further price increases, many Chinese suppliers have proven reluctant to quote pricing and availability to consumers


The Leading Scientific Research Institute of Chemical Technology (VNIIHT) has been providing guidance for Stans Energy to redevelop the rare earth capabilities of the former Soviet Union.

VNIIHT has 60 years of research experience in the technology of rare earth elements and is at the world’s highest level of chemical engineering.

VNIIHT is a far ahead of the West in rare earth research and development resulting in a large Western “technology gap” with Russia. The West is only beginning to realize this.


VNIIHT will execute the complete cycle of research, development, and the creation of profitable highly efficient technologies of rare earth production. This includes ore concentrates treatment, purification from impurities and separation with the recovery of highly pure rare earth metals, as well as powders and other rare earth metal products.


VNIIHT developed technologies and technological schemes of individual REE production out of different types of raw materials which were implemented at plants in Russia, Kazakhstan, Ukraine and Estonia, including the purification from the radioactive component.


Technologies worked out in VNIIHT became the production cycle for over 20 hydrometallurgical plants. Over 2600 inventors’ certificate and patents were issued. Of the 1000 employees at VNIIHT, over 100 are PhDs.

Many of the RE processing technologies developed by VNIIHT are still used in best practice processing methods today. There is limited REE knowledge outside of China, especially in terms of processing, often seen as the project pinch point for REE production. This lack of know how increases risk for new projects coming online.

Stans Energy however has partnered with VNIIHT and this relationship will provide Stans Energy with the invaluable knowledge base necessary to successfully develop and operate advanced REE processing technologies, capitalizing on the value added mine to market supply chain.


Stans Energy will be a first mover in Heavy Rare Earth production and skim the cream of profitability.

[Stoxtrayder]

hm, naja, gab ja die Tage zuvor fast 20% Minus, unter die 1,50 CAD-Marke. also vorerst nix mit W-Formation, ich bin (erstmal) raus...

[MONSIEURCB]

..und heute schon wieder +12% in Kanada ... whats going on???

[Stoxtrayder]

gibts Gründe für den schönne Anstieg heute? wenn noch ein paar Prozent dazukommen schaut das charttechnisch nach einer (kleinen) W-Formation aus...

[Rhingio]

Antwort auf Beitrag Nr.: 41.641.451 von FaxenClown am 13.06.11 22:06:23

danke für die ausführungen faxenClown,
wie gesagt hauptsache das ganze funktioniert, es soll schließlich verarbeiten können und keine schönheitspreise gewinnen
ich würde mir nicht anmaßen da ganze rein von ein paar fotos zu bewerten, aber seis drum
der kurs in kanada spricht heute für sich
vor allem der große brocken zu handelbeginn, vllt haben wir bald wieder news

[FaxenClown]

Antwort auf Beitrag Nr.: 41.644.779 von pitri321 am 14.06.11 15:59:32

... dann habe ich ja jetzt einen Ansprechpartner für Vakuum-Schmelz-Metallurgie

Sehr schöne Anlagen baut ihr ... ich meine rein optisch, denn mehr kann man an Hand der Bilder ja nicht beurteilen.

Vielleicht hätte man die Anlagen im KPMC auch erst reinigen und streichen sollen.

... so wie man es im Bereich Wafertechnologie (Plant 6/7 im KCMP) gemacht hat:

http://astra-kcmp.com/kcmp/gallery/

MfG, FaxenClown