Dowlais - Innovative and transformative Engineering (Seite 3)
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Folgend die Präsentation vom September 2022 in Bezug auf Gründe für ein Melrose / Dowlais de-merge:
Intention to demerge Automotive and Powder Metallurgy, 2022 Interim Results
https://www.melroseplc.net/media/2988/june-2022-results-pres…
Intention to demerge Automotive and Powder Metallurgy, 2022 Interim Results
https://www.melroseplc.net/media/2988/june-2022-results-pres…
Antwort auf Beitrag Nr.: 73.717.193 von Oginvest am 23.04.23 10:31:00und wie erwähnt:
With eye on IRA, Dowlais targets U.S. rare earth magnets for electric vehicles
LONDON, April 20 (Reuters) - UK auto supplier Dowlais (DWL.L) is developing rare earth magnets for production in the U.S. market as carmakers look to source more parts locally and benefit from subsidies provided by the Inflation Reduction Act (IRA), its top executive said on Thursday.
The company aims to launch production within 12 to 18 months and is talking to a wide range of carmakers and top tier suppliers about providing them for electric vehicles (EVs), CEO Liam Butterworth told Reuters.
"We see the IRA as a very good opportunity for us because the people building electric motors will have sourcing challenges as 95% of the world's magnets today come from China," Butterworth said. "We're working right the way down to rare earth sources to make sure that we've got the right supply chain in place."
...
"We're really well positioned to support our North American customers who need localized suppliers," he said.
Once Europe passes its own version of the IRA, Dowlais will likely make rare earth magnets there too, Butterworth said.
...
https://www.reuters.com/business/autos-transportation/with-e…
With eye on IRA, Dowlais targets U.S. rare earth magnets for electric vehicles
LONDON, April 20 (Reuters) - UK auto supplier Dowlais (DWL.L) is developing rare earth magnets for production in the U.S. market as carmakers look to source more parts locally and benefit from subsidies provided by the Inflation Reduction Act (IRA), its top executive said on Thursday.
The company aims to launch production within 12 to 18 months and is talking to a wide range of carmakers and top tier suppliers about providing them for electric vehicles (EVs), CEO Liam Butterworth told Reuters.
"We see the IRA as a very good opportunity for us because the people building electric motors will have sourcing challenges as 95% of the world's magnets today come from China," Butterworth said. "We're working right the way down to rare earth sources to make sure that we've got the right supply chain in place."
...
"We're really well positioned to support our North American customers who need localized suppliers," he said.
Once Europe passes its own version of the IRA, Dowlais will likely make rare earth magnets there too, Butterworth said.
...
https://www.reuters.com/business/autos-transportation/with-e…
Antwort auf Beitrag Nr.: 73.717.181 von Oginvest am 23.04.23 10:29:29...und zu Dowlais:
Targeting the U.S Market: Dowlais Aims to Produce Rare Earth Magnets for Electric Vehicles
UK auto supplier Dowlais is developing rare earth magnets for production in the US market to help carmakers more parts locally and take advantage of subsidies provided by the Inflation Reduction Act. The company plans to launch production within 12 to 18 months and is in talks with carmakers and top tier suppliers about providing the magnets for electric vehicles. Dowlais is sourcing rare earths in Canada, the United States, Australia, and Europe, and has spent four years localizing production and supply chains in these regions. The company will also consider making rare earth magnets in Europe once the region passes its own version of the inflation reduction act.
According to a recent report by Automotive News, UK auto supplier Dowlais is developing rare earth magnets for production in the United States market. As carmakers look to more parts locally and benefit from subsidies provided by the Inflation Reduction Act, Dowlais is set to launch production within 12 to 18 months, and is currently in talks with a wide range of carmakers and top tier suppliers about providing rare earth magnets for electric vehicles.
...
https://www.bollyinside.com/news/automotive/targeting-the-u-…
Targeting the U.S Market: Dowlais Aims to Produce Rare Earth Magnets for Electric Vehicles
UK auto supplier Dowlais is developing rare earth magnets for production in the US market to help carmakers more parts locally and take advantage of subsidies provided by the Inflation Reduction Act. The company plans to launch production within 12 to 18 months and is in talks with carmakers and top tier suppliers about providing the magnets for electric vehicles. Dowlais is sourcing rare earths in Canada, the United States, Australia, and Europe, and has spent four years localizing production and supply chains in these regions. The company will also consider making rare earth magnets in Europe once the region passes its own version of the inflation reduction act.
According to a recent report by Automotive News, UK auto supplier Dowlais is developing rare earth magnets for production in the United States market. As carmakers look to more parts locally and benefit from subsidies provided by the Inflation Reduction Act, Dowlais is set to launch production within 12 to 18 months, and is currently in talks with a wide range of carmakers and top tier suppliers about providing rare earth magnets for electric vehicles.
...
https://www.bollyinside.com/news/automotive/targeting-the-u-…
Antwort auf Beitrag Nr.: 73.717.178 von Oginvest am 23.04.23 10:28:33Wie auch:
As Dowlais debuts, fears over Melrose’s GKN takeover look unfounded
To very little fanfare, London’s stock market on Thursday gained a £1.6bn engineering company that supplies 90% of the world’s vehicle manufacturers and is top dog in the specialised field of drive systems.
The lack of buzz was perhaps understandable. The company’s name – Dowlais – may be new, but the business itself is merely a demerger from FTSE 100 firm Melrose Industries. Its main operation is GKN Automotive, one half of the GKN engineering empire that fell to Melrose in an acrimonious £8bn takeover battle in 2018.
Remember the heat, fury and headlines that were generated by the great Melrose-GKN showdown? The bidders were billed in some quarters as asset-stripping financial engineers who would enrich themselves by wrecking 259-year-old GKN. A committee of MPs grilled Melrose’s bosses about the future of UK engineering and national security implications.
...
https://www.theguardian.com/business/nils-pratley-on-finance…
As Dowlais debuts, fears over Melrose’s GKN takeover look unfounded
To very little fanfare, London’s stock market on Thursday gained a £1.6bn engineering company that supplies 90% of the world’s vehicle manufacturers and is top dog in the specialised field of drive systems.
The lack of buzz was perhaps understandable. The company’s name – Dowlais – may be new, but the business itself is merely a demerger from FTSE 100 firm Melrose Industries. Its main operation is GKN Automotive, one half of the GKN engineering empire that fell to Melrose in an acrimonious £8bn takeover battle in 2018.
Remember the heat, fury and headlines that were generated by the great Melrose-GKN showdown? The bidders were billed in some quarters as asset-stripping financial engineers who would enrich themselves by wrecking 259-year-old GKN. A committee of MPs grilled Melrose’s bosses about the future of UK engineering and national security implications.
...
https://www.theguardian.com/business/nils-pratley-on-finance…
Die Presse schreibt zum Melrose Demerger von Dowlais:
Melrose spin off leaves us where we started but was it worth it?
“Buy, Improve, Sell” is the Melrose Industries PLC (LSE:MRO, OTC:MLSPF)’s motto but is the ‘turnaround’ business merely an asset stripper looking for a short-term buck?
The firm today completed the demerger of the GKN Automotive, GKN Powder Metallurgy and GKN Hydrogen businesses into a new company, Dowlais Group PLC (LSE
WL).
Melrose named the spin-off after an ironworks built in 1759 from which the former GKN engineering group originated but was it a romantic nod to the past or a cynical attempt to remove GKN from the history books.
...
https://www.proactiveinvestors.com/companies/news/1012764/me…
Melrose spin off leaves us where we started but was it worth it?
“Buy, Improve, Sell” is the Melrose Industries PLC (LSE:MRO, OTC:MLSPF)’s motto but is the ‘turnaround’ business merely an asset stripper looking for a short-term buck?
The firm today completed the demerger of the GKN Automotive, GKN Powder Metallurgy and GKN Hydrogen businesses into a new company, Dowlais Group PLC (LSE
WL).Melrose named the spin-off after an ironworks built in 1759 from which the former GKN engineering group originated but was it a romantic nod to the past or a cynical attempt to remove GKN from the history books.
...
https://www.proactiveinvestors.com/companies/news/1012764/me…
Trading Spotlight
Eine Info zu der unter SCREAM aufgeführten Mkango und deren Recycling Project Ideen in Bezug auf REE/Magnete:
Zitat von Oginvest: Vielleicht wird, bis dahin, das Recycling Project ein lukratives Geschäftsfeld:
Quelle: Sustainably Sourced Rare Earths for the Green Transition February 2023
https://mkango.ca/site/assets/files/4824/2023-02-23-cp-mka.p…
Eine Info in Bezug auf die unter SCREAM aufgeführten HyProMag, die in Pforzheim das HPMS Verfahren anwendet:
Zitat von Oginvest: Dazu ein Auszug von der HyProMag Seite:
Wir, die HyProMag GmbH, bieten unseren Kunden umfassende Kompetenz über die gesamte Wertschöpfungskette des Magnetrecyclings. Das bedeutet, dass wir einen ganzheitlichen Ansatz zur Erhöhung der Versorgungssicherheit bei gleichzeitiger Verringerung der Exportabhängigkeit durch Nutzung der Seltenen Erden als Sekundärressource bieten.
...
Der HPMS Prozess
Das HPMS (Hydrogen Processing of Magnetic Scrap) Verfahren ist ein sehr effizientes Recyclingverfahren, bei dem gesinterte Nd-Fe-B-Magnete unter Wasserstoffeinwirkung in ein lockeres, entmagnetisiertes, hydriertes Pulver zerfallen. Beschichtungen, Klebstoffe, Schrauben und andere Rückstände können dabei mechanisch vom Magnetpulver getrennt werden.
Im Gegensatz zu den chemischen bzw. pyrometallurgischen Wegen ist es mit HPMS möglich, die extrahierten Materialien direkt aus der NdFeB-Legierung wieder aufzubereiten und so "abgekürzte" Aufbereitungswege zu schaffen. Im Vergleich zur Primärproduktion wird die Ausbeute um 25% erhöht, da das Material während des gesamten Recyclingprozesses als Legierung erhalten bleibt. Eine erhöhte Ausbringung ermöglicht gleichzeitig bis zu 90% Energieeinsparung und 98% weniger Humantoxizität im Vergleich zur Neuproduktion von Magneten.
Quelle: https://hypromag.de/hypromag-und-recycling-von-se-magneten.h…
Am 20. Aprill 2023 wurde der Bereich GKN Automotive, in die Dowlais Group ausgegliedert, nachdem er seit 2018, nach der Übernahme von GKN durch die Melrose Industries PLC, eher von der Öffentlichkeit unbemerkt, seine Produkte entwickelte und verkaufte. https://www.dowlais.com/our-company/#overview
Mit dem jetzigen Demerger, wird in der heutigen Zeit der Energietransformation, mMn. zum richtigen Zeitpunkt, durch Dowlais der Allgemeinheit eine Möglichkeit geboten, am weiterhin aufstrebenden Bereich GKN Automotive zu partizipieren.
https://www.gknautomotive.com/en/media-centre/news-releases/…
Eine kurze Beschreibung fand ich auf der Seite,
www.proactiveinvestors.com/LON: DWL/Dowlais-Group-PLC
Dowlais Group PLC is a specialist engineering group focused on the automotive sector, incorporating GKN Automotive, GKN Powder Metallurgy and GKN Hydrogen. It was spun out by Melrose Industries in April 2023, five years after it bought GKN.
Aufmerksam auf Dowlais wurde ich durch folgende News:
With eye on IRA, Dowlais targets U.S. rare earth magnets for electric vehicles
LONDON, April 20 (Reuters) - UK auto supplier Dowlais (DWL.L) is developing rare earth magnets for production in the U.S. market as carmakers look to source more parts locally and benefit from subsidies provided by the Inflation Reduction Act (IRA), its top executive said on Thursday.
...
>> https://www.reuters.com/business/autos-transportation/with-e…
Außerdem interessant könnte der zukünftige Bereich GKN Automotive to develop prototype electric motor using recycled rare earth magnets werden: https://www.gknautomotive.com/en/media-centre/news-releases/…
Auf dieser Seite las ich dann von
SCREAM is part-funded by UK Research and Innovation (UKRI) through the Driving the Electric Revolution challenge and includes GKN Automotive, Mkango Rare Earths UK Ltd, HyProMag, Bowers & Wilkins, European Metal Recycling, Jaguar Land Rover and the University of Birmingham.
Bei den hier aufgeführten Unternehmen, stach insbesondere die Mkango Rare Earths UK heraus, gibt es zu Mkango doch bereits einen Thread auf W:0, jedoch, bis jetzt, eher in Bezug auf das REE Projekt in Malawi. https://www.wallstreet-online.de/diskussion/1305087-1-10/mka…
Da es sich bei GKN Automotive nicht ein neues Unternehmen handelt, Sie nur jetzt unter dem neuem Namen Dowlais Group PLC firmieren und an der LSE mit dem Symbol: DWL gelistet sind, ist zu GKN Automotive einiges an Informationen zu finden, wie auch auf der besehenden Seite: https://www.gknautomotive.com/en/company/at-a-glance/
Für interessierte wohl auch nützlich:
Company Overview April 2023
https://www.gknautomotive.com/globalassets/global-images/med…
Folgend noch das - ABOUT GKN AUTOMOTIVE
GKN Automotive is the global leader in drive systems. A global automotive technology company that pioneered electric drive systems and is now driving the future of transportation. It is the trusted partner for most of the world’s automotive companies, specialising in developing, building and supplying market-leading drive systems and advanced ePowertrain technologies.
GKN Automotive’s market-leading Driveline division demonstrates strength in depth, with an extensive portfolio of products that combine value with technical expertise. The technologies span high-volume low-cost vehicles to top end premium cars with complex all-wheel drive driving dynamics. These world-class products are being constantly refined and improved for global customers.
The ePowertrain division now offers solutions for all electrified vehicles and is a go-to technology partner, creating the ultimate electrified driving experience. Its ability to fully integrate eDrive systems derives from its all-wheel drive legacy and leadership. The first eDrive system being fitted to a production car over 20 years ago and is now powering over 1.5 million electrified vehicles worldwide.
GKN Automotive is headquartered in the UK, operating in 21 countries and employing 27,000 people worldwide.
Mit dem jetzigen Demerger, wird in der heutigen Zeit der Energietransformation, mMn. zum richtigen Zeitpunkt, durch Dowlais der Allgemeinheit eine Möglichkeit geboten, am weiterhin aufstrebenden Bereich GKN Automotive zu partizipieren.
https://www.gknautomotive.com/en/media-centre/news-releases/…
Eine kurze Beschreibung fand ich auf der Seite,
www.proactiveinvestors.com/LON: DWL/Dowlais-Group-PLC
Dowlais Group PLC is a specialist engineering group focused on the automotive sector, incorporating GKN Automotive, GKN Powder Metallurgy and GKN Hydrogen. It was spun out by Melrose Industries in April 2023, five years after it bought GKN.
Aufmerksam auf Dowlais wurde ich durch folgende News:
With eye on IRA, Dowlais targets U.S. rare earth magnets for electric vehicles
LONDON, April 20 (Reuters) - UK auto supplier Dowlais (DWL.L) is developing rare earth magnets for production in the U.S. market as carmakers look to source more parts locally and benefit from subsidies provided by the Inflation Reduction Act (IRA), its top executive said on Thursday.
...
>> https://www.reuters.com/business/autos-transportation/with-e…
Außerdem interessant könnte der zukünftige Bereich GKN Automotive to develop prototype electric motor using recycled rare earth magnets werden: https://www.gknautomotive.com/en/media-centre/news-releases/…
Auf dieser Seite las ich dann von
SCREAM is part-funded by UK Research and Innovation (UKRI) through the Driving the Electric Revolution challenge and includes GKN Automotive, Mkango Rare Earths UK Ltd, HyProMag, Bowers & Wilkins, European Metal Recycling, Jaguar Land Rover and the University of Birmingham.
Bei den hier aufgeführten Unternehmen, stach insbesondere die Mkango Rare Earths UK heraus, gibt es zu Mkango doch bereits einen Thread auf W:0, jedoch, bis jetzt, eher in Bezug auf das REE Projekt in Malawi. https://www.wallstreet-online.de/diskussion/1305087-1-10/mka…
Da es sich bei GKN Automotive nicht ein neues Unternehmen handelt, Sie nur jetzt unter dem neuem Namen Dowlais Group PLC firmieren und an der LSE mit dem Symbol: DWL gelistet sind, ist zu GKN Automotive einiges an Informationen zu finden, wie auch auf der besehenden Seite: https://www.gknautomotive.com/en/company/at-a-glance/
Für interessierte wohl auch nützlich:
Company Overview April 2023
https://www.gknautomotive.com/globalassets/global-images/med…
Folgend noch das - ABOUT GKN AUTOMOTIVE
GKN Automotive is the global leader in drive systems. A global automotive technology company that pioneered electric drive systems and is now driving the future of transportation. It is the trusted partner for most of the world’s automotive companies, specialising in developing, building and supplying market-leading drive systems and advanced ePowertrain technologies.
GKN Automotive’s market-leading Driveline division demonstrates strength in depth, with an extensive portfolio of products that combine value with technical expertise. The technologies span high-volume low-cost vehicles to top end premium cars with complex all-wheel drive driving dynamics. These world-class products are being constantly refined and improved for global customers.
The ePowertrain division now offers solutions for all electrified vehicles and is a go-to technology partner, creating the ultimate electrified driving experience. Its ability to fully integrate eDrive systems derives from its all-wheel drive legacy and leadership. The first eDrive system being fitted to a production car over 20 years ago and is now powering over 1.5 million electrified vehicles worldwide.
GKN Automotive is headquartered in the UK, operating in 21 countries and employing 27,000 people worldwide.
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