LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen - 500 Beiträge pro Seite (Seite 4)

[JoJo49]

Aus dem HC-Forum zu Lynas von Heute der höchstbewertete Beitrag sagt IMHO alles über die Gefühlslage der dortigen Aktionäre in Bezug auf den Deal mit Forge: http://www.hotcopper.com.au/post_single.asp?fid=1&tid=144314…



"Mate i've got a hundred different companies that i've been watching for years that go nowhere but no one says anything about them."

I currently have investments in 27 companies. In the past I have held shares in many more. I have NEVER had an investment in a company where the CEO has so openly used his position in one company to take advantage of that position to transfer assets from that company to another for his own personal advantage.

I'd call that theft.

I'll fight that.

Relentlessly.

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Thinking outside the square.

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http://www.theage.com.au/business/lynas-takes-hit-on-delay-f…

Lynas takes hit on delay fears Barry FitzGerald

April 28, 2011.

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Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[Optimist_]

Wie alle Lynas Aktionäre warte ich gespannt auf die Bekanntgabe des Erhalts der Betriebserlaubnis für die Konzentrationsanlage in Mt.Weld. Nach

- Verzögerungen durch einen chinesischen Lieferanten (Chinesen)
- Verzögerung durch stürmisches, regnerisches Wetter (Wetter)
- unerwartete Anforderungen der australischen Behörden (Behörden)

müssen als nächste Begründungen schon ausserplanetarische Ursachen herhalten müssen. Es wird Zeit für handfeste Fakten (allein Kundenaufträge helfen nicht). Die erste Anlage muss endlich in Betrieb gehen.

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

Lynas expects to satisfy those requirements by the 3rd or 4th week of April, and understands that start up of the Mount Weld Concentration Plant will occur upon satisfaction of those requirements.

http://www.reuters.com/article/2011/03/16/lynas-idUSL3E7EG3G…

Ich hoffe es gibt nicht wieder (negative) Überraschungen in den nächsten Tagen.

[JoJo49]

LYC Lynas Corporation Limited
April 2011
29th Quarterly Cashflow Report
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=632867



Auf 14-Seiten:
29th Quarterly Activities Report
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=632868

QUARTERLY REPORT
FOR THE PERIOD ENDING 31 MARCH 2011

HIGHLIGHTS

• Handover of the Concentration Plant in Western Australia from the construction contractor was completed on 31 March 2011. The first feed of ore is scheduled to occur within approximately two weeks.
• Lynas Advanced Materials Plant (LAMP) in Malaysia remains on time as at 31 March 2011; with the first feed to kiln at the LAMP on target for September of 2011, and Lynas welcomes appointment of an independent panel of international experts to conduct a one-month review of the health, safety and environmental aspects of the LAMP to address public concern in Malaysia.
• Basic Engineering Design for Phase 2 of the LAMP was completed during the quarter, and the tender process for the engineering, construction, procurement and commissioning contract is underway.
• Sojitz and Lynas executed binding financing, distribution & agency and availability agreements on 30 March 2011. The financing agreement formed the basis of a financing package to raise a total of US$325 million.
• Successful completion of the settlement formalities for the purchase of the Kangankunde Rare Earths Deposit (KGK), Malawi, Africa
• Signing of a new long term supply agreement with a major Rare Earths consumer for the supply of Mount Weld Rare Earths.
• Prices continue to increase post quarter-end and as at 27 April 2011 the average price for the Mount Weld Rare Earths composition was US$160.32/kg REO on a FOB China basis.

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Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[Ostseelurch]

Habe die Aktie schon länger im Blick und jetzt auch im Besitz,... denke die geht noch langsam wieder auf mind. 1,80 Euro!

[JoJo49]

Antwort auf Beitrag Nr.: 41.428.511 von Ostseelurch am 29.04.11 11:27:55

Habe bis Heute kein Hehl daraus gemacht das der Kurs von Lynas bei Produktionsbeginn IMHO bis 1,50€ steigen kann und das ich auf Grund des zukünftig gigantischen Potential von Lynas nach Produktionbeginns nicht vor Ende 2012 überhaupt über einen Verkauf nachdenken werde.

NC in Sippenhaft!?
http://www.smh.com.au/business/accusations-of-insider-tradin…

Accusations of insider trading dog a darling of the bright young set Stuart Washington

April 29, 2011.

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http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


http://www.australianrareearths.com/rare-earths-news.html


Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


@ ein schönes WE


Grüsse JoJo

[JoJo49]

LYC Lynas Corporation Limited
May 2011
2nd Successful completion of A$20 million Share Purchase Plan
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=632951

2 May 2011
Not for release or distribution in the United States

Successful completion of A$20 million
Share Purchase Plan

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Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


@ eine erfolgreiche Woche


Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 41.437.207 von JoJo49 am 02.05.11 09:45:05

Noch eine hochbewertete Aussage/Meinung von Heute aus dem HC-Forum zu Lynas die ich voll und ganz teile:

http://www.hotcopper.com.au/post_single.asp?fid=1&tid=144723…
re: lynas, a value investment... (nursery)
Forum: ASX - By Stock (Back)
Code: LYC - LYNAS CORPORATION LIMITED ( $2.09 | Price Chart | $3,533.81M | Announcements | Google LYC)
Post: 6659899
Reply to: #6659884 from qiktrade Views: 419
Posted: 02/05/11 07:16 Stock Price (at time of posting): $2.09 Sentiment: Buy Disclosure: Stock Held From: 121.217.xxx.xxx
---------------------------------------------------------------------------------------------------------------------------------

IF and it is a BIG IF, Lynas has a problem with operating in Malaysia because of the Thorium issue just imagine how much trouble others will have operating in Australia or the USA because of the handling of any radio active materials. Bear in mind also that the rare earths at Mt Weld are only associated with low levels of thorium whereas some deposits are asociated with Uranium and higher levels of Thorium.

Lynas will overcome the problem so for me it is not in any way an issue. Managements eye OFF the ball is the BIG issue.

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Thinking outside the square.




Grüsse JoJo

[muff67]

Antwort auf Beitrag Nr.: 41.437.806 von JoJo49 am 02.05.11 11:16:47

da hat der australische Schreiber schon recht...es gibt zwar das Thoriumproblem, welches meiner Meinung nach aber " deutlicher heisser gekocht wird, als es gegessen werdn dürfte".

gruß

[JoJo49]

LYC Lynas Corporation Limited
May 2011
3rd Notice under Section 708A(5)(e) of the Corporations Act
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=633077


3rd Final Figures and Appendix 3B - A$20 million SPP
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=633076
3 May 2011

Not for release or distribution in the United States


Final Results - A$20 million Share Purchase Plan

Lynas Corporation Limited (ASX: LYC, OTC: LYSDY) (Lynas or the Company) is now able
to confirm the final figures for its A$20 million share purchase plan (SPP).
Lynas received applications for approximately A$58.9 million worth of new fully paid ordinary
shares (New Shares). Lynas has scaled back the SPP in accordance with the terms of the
SPP, to approximately A$20 million. Under the scale back, all eligible shareholders who
applied for shares will receive 828 New Shares. A total of 9,755,496 New Shares will be
allotted under the SPP on 3 May 2011 at the issue price of $2.05.
Excess application payments will be refunded, without interest, as soon as practicable after
the allotment date.
Attached is an Appendix 3B setting out the final allotment details.
Proceeds of the SPP together with the recently completed institutional placement will be
used to fund additional expenditure including preliminary work on the Kangankunde Deposit
in Malawi, the purchase of additional equipment and first fill chemicals for the Lynas
Advanced Material Plant in Malaysia and general working capital for the company.
The SPP was underwritten by J.P. Morgan Australia Limited.
Page 2 of 2
Disclaimer
This announcement does not constitute an offer to sell, or the solicitation of an offer to buy,
any securities in the United States or in any other jurisdiction. Any securities discussed in this
announcement have not been, and will not be, registered under the U.S. Securities Act of
1933 or the securities laws of any state or other jurisdiction of the United States, and may not
be offered or sold in the United States except in transactions exempt from, or not subject to,
the registration requirements of the U.S. Securities Act and applicable securities laws of any
state or other jurisdiction of the United States.
About Lynas Corporation
Lynas owns the richest known deposit of Rare Earths, also known as Lanthanides, in the
world at Mount Weld, near Laverton in Western Australia. This deposit underpins Lynas’
strategy to create a reliable, fully integrated source of Rare Earths supply from the mine
through to customers in the global Rare Earths industry.
Lynas will concentrate the ore mined at Mount Weld in a Concentration Plant approximately
1.5km from the mine. The concentrate produced by the Concentration Plant will be shipped
in sea containers and transported by road and ship to the east coast of Malaysia to the Lynas
Advanced Materials Plant (LAMP) within the Gebeng Industrial Estate, Kuantan, Pahang,
Malaysia, to process the Mount Weld concentrate through to separated Rare Earths products
Engineering and construction of both the Concentration Plant in Western Australia and the
LAMP remain within budget. The first feed of ore into the Concentration Plant in Western
Australia is scheduled to commence in the next few weeks. The first feed of concentrate to
the kiln at the LAMP in Malaysia is scheduled for September 2011. Lynas has received all
required approvals to construct both plants, and is in the process of applying for all preoperation
and operation approvals.
The company plans to become the benchmark for security of supply and a world leader in
quality and environmental responsibility to an international customer base, with production
anticipated to commence in 2011.
‘Rare Earths’ is the term given to fifteen metallic elements known as the lanthanide series,
plus yttrium. They play a key role in green environmental products, from energy efficient
compact fluorescent light bulbs (CFLs) to hybrid cars, automotive catalytic converters and
wind turbine generators. They are also essential in the development and manufacturing of
many modern technological products, from hard disc drives to flat panel displays, iPods and
magnetic resonance imaging (MRI) scans.
Lynas American Depositary Receipts (ADRs) trade under the code LYSDY (CUSIP number
551073208). The Bank of New York Mellon is the depositary bank in respect of Lynas
ADRs.
For further information please contact Nicholas Curtis or Matthew James on
[phone] or visit www.lynascorp.com

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

http://www.vision6.com.au/ch/22416/2dvczjk/1427835/d98ddn1k1…
QUARTERLY REPORT
FOR THE PERIOD ENDING 31 MARCH 2011

HIGHLIGHTS

• Handover of the Concentration Plant in Western Australia from the construction contractor was completed on 31 March 2011. The first feed of ore is scheduled to occur within approximately two weeks.
• Lynas Advanced Materials Plant (LAMP) in Malaysia remains on time as at 31 March 2011; with the first feed to kiln at the LAMP on target for September of 2011, and Lynas welcomes appointment of an independent panel of international experts to conduct a one-month review of the health, safety and environmental aspects of the LAMP to address public concern in Malaysia.
• Basic Engineering Design for Phase 2 of the LAMP was completed during the quarter, and the tender process for the engineering, construction, procurement and commissioning contract is underway.
• Sojitz and Lynas executed binding financing, distribution & agency and availability agreements on 30 March 2011. The financing agreement formed the basis of a financing package to raise a total of US$325 million.
• Successful completion of the settlement formalities for the purchase of the Kangankunde Rare Earths Deposit (KGK), Malawi, Africa
• Signing of a new long term supply agreement with a major Rare Earths consumer for the supply of Mount Weld Rare Earths.
• Prices continue to increase post quarter-end and as at 27 April 2011 the average price for the Mount Weld Rare Earths composition was US$160.32/kg REO on a FOB China basis.

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Grüsse JoJo

[JoJo49]

Ein Posting aus dem HC-Forum zu Lynas von Heute die auf das Potential und somit auf den Wert vom Crown-Deposit hinweist sowie ihn Lynas in der folgenden Veröffentlichung 2007 selber dargestellt hat: http://www.hotcopper.com.au/post_single.asp?fid=1&tid=145143…

"That said, experts generally agree that certain individual elements, particularly neodymium, dysprosium, europium, terbium, and yttrium, will remain in short supply."

Note the high concentration of all these elements, incl. Yt, in the Crown deposit.

Crown is an incredibly valuable asset for the future and has the potential for 1900TPA of Ne alone, approx $500M PA at current prices.

Pg 19: http://www.lynascorp.com/content/upload/files/Presentations/…" target="_blank" rel="nofollow ugc noopener">http://www.lynascorp.com/content/upload/files/Presentations/…



Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 41.450.123 von JoJo49 am 04.05.11 11:41:40

...und noch ein hoch bewertestes HC-Posting/Meinung zu Lynas mit einer aktuellen Einschätzung: http://www.hotcopper.com.au/post_single.asp?fid=1&tid=144955…


I think the assumption that China would use influence to prevent the LAMP going forward misreads what the Chinese are trying to do. They clearly want to encourage non-Chinese supply and they may well be importing in a few years time. To undermine LAMP would be a massive blow to non-Chinese supply. The simple fact of the matter is that the Mayalasian situation has arisen largely out of legitimate health concerns from some people who are living nearby.It is perfectly understandable that they would want to know that their health will not suffer, particularly given that Mitsubishi issues. Sure there is some politics going on, but that is teh fundamental issue. Now, as long as Lynas can clearly establish to the Committee of Experts that its operation will not adversely affect health, then we are ok. If Lynas cannot establish that then I would be quite disgusted that I have been misled and have become an investor in a company that is building a plant that could seriously harm or kill people. I am quite confident however that that is not the case.


Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 41.450.266 von JoJo49 am 04.05.11 11:59:01

...dazu ein aktueller Bericht zum Thema Thorium und Sicherheit der LAMP in Malaysia:
http://www.cnbc.com/id/42880772" target="_blank" rel="nofollow ugc noopener">http://www.cnbc.com/id/42880772

IAEA panel to advise Malaysia on rare earths plant

Published: Tuesday, 3 May 2011 | 12:26 PM ET

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Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…




Grüsse JoJo

[JoJo49]

Für @ die immer aktuell über Lynas und die LAMP in Malysia informiert sein möchten: http://www.themalaysianinsider.com/search/tag/lynas

Daraus der neuste Bericht: http://www.themalaysianinsider.com/bahasa/article/isu-lynas-…
Isu Lynas: IAEA tubuh panel pakar nasihat Malaysia

May 04, 2011

VIENNA, 4 Mei — Agensi nuklear Pertubuhan Bangsa-Bangsa Bersatu (PBB) akan membentuk panel bebas bagi menasihat kerajaan Malaysia berhubung potensi risiko yang akan diterima kesan daripada projek loji pemprosesan nadir bumi oleh syarikat perlombongan Australia, Lynas Corporation, kata agensi itu.

Pendirian itu dibuat selepas Malaysia meminta Agensi Tenaga Atom Antarabangsa (IAEA) di Vienna untuk membantu mengesan kesan yang akan diterima penduduk setempat terutamanya membentuk panel bebas bagi mengkaji tahap kesihatan dan keselamatan sekiranya projek itu diteruskan.

Ekoran projek loji pemprosesan nadir bumi itu, ia mendapat bantahan keras daripada aktivis yang mengatakan Malaysia akan menjadi lokasi pembuangan sisa radioaktif selain akan menyebabkan tahap kesihatan terjejas.

“Melalui program kerjasama teknikal IAEA, agensi akan menyokong usaha misi pakar antabangsa untuk mengkaji projek Lynas agar ia mematuhi piawaian keselamatan antarabangsa dan keperluan yang baik akan memberikan faedah terhadap aspek keselamatan projek Lynas,” katanya dalam satu kenyataan.

“Misi itu dijadualkan bermula pada 29 Mei 2011,” katanya.

Bulan lalu, Lynas berkata Malaysia hanya memerlukan kajian selama satu bulan berhubung kesan radioaktif dan tidak akan menangguhkan pembinaan loji pemprosesan itu.

Bernama sebelum ini melaporkan Menteri Perdagangan Antarabangsa dan Industri Datuk Seri Mustapa Mohamed berkata satu panel bebas akan ditubuhkan secepat yang mungkin bagi menjalankan kajian terhadap aspek kesihatan dan keselamatan loji itu bagi menolak kebimbangan bahawa ia menimbulkan ancaman radioaktif, yang berpotensi menyekat bekalan dari China.

Kajian itu dijangka siap dalam tempoh sebulan.

Lynas Malaysia berkata loji pemprosesan itu menerima bahan mentah dari firma Mount Weld di Barat Australia.

Pemprosesan nadir bumi digunakan untuk mencipta alat berteknologi tinggi termasuk telefon pinta dan kenderaan hidbrid.

Pembeli termasuk dari China, Amerika Syarikat dan negara-negara Eropah bergantung kepada bahan mentah yang mana kini mereka bergantung sehingga 95 peratus bekalan dari China.

Cadangan pembinaan loji pemprosesan nadir bumi di Gebeng dekat Kuantan akan mejadikan ia sebagai pengeluar terbesar selepas China.

Pegawai syarikat berkenaan berkata keuntungan yang akan diperoleh dari projek loji pemprosesan nadir bumi Malaysia akan mencecah sehingga 22,000 tan, dan ia akan memenuhi keperluan selain China menjelang 2013.

Googleübersetzt: http://translate.google.de/translate?hl=de&sl=ms&tl=de&u=htt…


Goldman Sachs rechnet mit weiteren Exportbeschränkungen von REO durch China auf Grund des stark steigenden Bedarfs im eigenen Land was für uns eigendlich nichts neues darstellt.
http://www.bloomberg.com/news/2011-05-05/china-may-further-r…
China May Further Reduce Rare Earth Quotas, Goldman Sachs Says

By Rebecca Keenan - May 5, 2011 2:22 AM GMT+0200

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Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Wohl auch aus diesen Gründen hat Goldman Sachs ein neues kursfristiges Kursziel auf 3,75 $ hochgeschraubt.
Wer den kpl. Bericht einsehen möchte kann sich auf dem folgenden Link anmelden: http://afr.com/p/markets/market_wrap/lynas_corporation_07nkt…

Lynas Corporation
PUBLISHED : -1 hours -54 minutes ago | UPDATED: -7 hours -25 minutes ago PUBLISHED: 05 May 2011

Goldman Sachs has initiated coverage of rare earths company Lynas Corporation with a “buy” recommendation and a price target of $3.75, but says the stock represents “above-average” risk.




Grüsse JoJo

[Optimist_]

Ganz schlauer Artikel vom Wall Street Journal von heute.

http://online.wsj.com/article/SB1000142405274870399270457630…

* ASIA TECHNOLOGY* MAY 5, 2011, 12:55 P.M. ET
A Warning on Rare Earth Elements

By DAVID FICKLING
SYDNEY—Demand for rare earth elements that has driven up prices more than tenfold since 2009 is likely to be met by a surplus of supply by 2013, as Western companies start up new mines to compete with the Chinese firms that now dominate the market, Goldman Sachs analysts predicted Thursday.
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Prices of rare earths hovered between $5 a kilogram and $20 a kilo from the early 1990s until 2010. But a 40% cut in export quotas by China, which accounts for 90% of global rare earth production, sent prices soaring. The basket price of rare earths held in Lynas Corp. Ltd.'s Mount Weld deposit in western Australia—the largest non-Chinese mine, due to come to production in the next few years—has jumped to an average of $162.66 kilos from just $10.32 kilos in 2009.

Goldman's view differs from that of miners. In a presentation last month, Lynas forecast that global demand for rare earths, which include neodymium, cerium and lanthanum, will outstrip supply this year by 35,000 tons this year and in 2012. Annual supply shortfalls of around 20,000 tons are expected in 2013 and 2014, it added. It predicted long-term prices in the $120/kg-to-$180/kg range.

Lynas Chief Executive Nicholas Curtis says China is on the verge of becoming a net importer of the elements, a transformation that would be similar to those that drove major shifts in global markets for coal in 2009 and oil in the mid-1990s, and could accentuate the current price spike.

"China will become a net importer because its consumption for its own domestic value-added industry is going to drive very high [demand] growth for these resources. They've explored every inch of China for what's available and if they had more rare earths deposits of any size, it would be being developed now," he said in a recent interview.

Lynas shares have risen fourfold since China announced the quota cuts in July 2010.

Goldman Sachs analyst Malcolm Southwood, however, said the price boom is nearing its peak. The supply deficit will peak at 18,734 tons this year, equivalent to 13.2% of a forecast 141,524 tons of demand, before the market slips into a slight surplus in 2013, he said in the report published Thursday. The surplus will rise to 5,860 tons or 3.2% of projected demand in the following year, the report said.

Initially, at least, prices will likely continue to rise, he said. The basket price for the Mount Weld rare earths should climb to $227 a kilogram next year, a gain of about 40%. Prices may eventually moderate to an average of $82 a kilogram, but that will happen only in 2015, the third consecutive year of a global surplus, the report said.

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"Lynas has said their production costs are $10 per kilogram. If they think they can sell their material at $150 a kilogram, a markup of 15 times, I don't know customers are going to be prepared to pay for it," said Dudley Kingsnorth, executive director of Industrial Minerals Company of Australia, a rare earths analysis house.

"Once these new mines come onstream, there will be a fall in price, and if miners insist on multiples of 15-20, they're going to face more competitors. They're going to have to face a little bit of reality."

[Fuenfvorzwoelf]

INTERVIEW: Malaysia Expects FDI To Rise Over 20% In 2011 - Minister
By Ankur Relia
Of DOW JONES NEWSWIRES

3 May 2011

KUALA LUMPUR (Dow Jones)--Malaysia expects foreign direct investment in the country to rise more than 20% in 2011 from a year earlier, and doesn't expect fresh conditions placed on a rare earths plant being constructed by an Australian firm to deter other foreign investors, the country's trade minister said Tuesday.

Foreign direct investment in the country is expected to reach close to $11.0 billion this year, Minister of International Trade and Industry Mustapa Mohamed told Dow Jones Newswires Tuesday.

"Our policy on foreign investment is very clear and has been very consistent," Mustapa said. "Going forward we believe it (FDI) will gather momentum."

Investments are the centrepiece of the government's Economic Transformation Program, which it embarked on last year to raise Malaysia's average per capita income to $15,000 by 2020 from about $7,000 at present. The program calls for an investment of $450 billion over 10 years, and Mustapa said more than 20% of the investment will come from FDI.

The FDI target for this year will be an increase from $9.0 billion last year, which was a big jump from the low of $1.4 billion that the Southeast Asian nation attracted in 2009, in the aftermath of the global economic recession that hit in 2008.

Malaysia has been lagging behind its neighbors such as Thailand and Indonesia in recent years in attracting foreign investments. Mustapa said that part of the reason for this is Malaysia has higher wages than these countries.

"We can't compete with some of these countries, because our wages are a lot higher. Also, we have been rejecting some of the investments" that fall below the country's minimum wage criterion. He didn't elaborate.

The minister also downplayed worries that recent publicity over new conditions placed on Lynas Corp.'s (LYC.AU) planned rare earths processing plant in the eastern state of Pahang could discourage foreign investors.

"This is the first time that we are faced with this kind of situation, partly because it deals with rare earths, and partly because public interest in it coincided with happenings in Fukushima," Mustapa said.

"But as far as the government is concerned, we are not applying any new rules to Lynas, or resorting to new interpretations of long-established guidelines for investors. What we are doing is simply taking an added measure to ensure that the conditions of the manufacturing license granted in 2008 are adhered to," he added.

"The manufacturing licence granted to Lynas has not been withdrawn, and neither has it been suspended," he said.

Lynas, which plans to become the largest producer of rare earths outside China, was granted a manufacturing license in January 2008 to process rare earths, which are used in many high-technology and energy-efficient applications.

Last month, Malaysia said it would appoint an independent panel of international experts to assess the environmental impact of the plant after it drew protests from residents and green groups over its environmental and health implications amid worries it would produce large amounts of radioactive waste.

Mustapa said the panel, which is likely to be established over the next few days, will complete its job within one month of its appointment.

Hört sich alles sehr vernünftig an.

Malaysia will keine Bananenrepublik sein.

Ich sehe allem sehr gelassen entgegegen. Big Money, too big too fail.

[Optimist_]

http://www.themalaysianinsider.com/malaysia/article/australi…

Australia not as competitive as Malaysia, says Lynas

KUALA LUMPUR, May 6 — Australia’s Lynas Corp claims it picked Malaysia for its controversial rare earth refinery as it was more competitive than its home country.

The miner will source the radioactive ore which produces the precious element from Australia before shipping it to Kuantan.

In a video posted on its Facebook page last night, executive chairman Nicholas Curtis said the original plan was to build the plant in Australia but the company found that “it doesn’t work.”

“Australia is unfortunately not competitive in the chemical industry the way the east coast of Malaysia is,” he said of the site in the Gebeng industrial zone near Kuantan.

Although reports say the plant may generate up to one per cent of the Malaysian GDP, critics have questioned the real economic benefit of the project, pointing to the 12-year tax holiday Lynas is set to get as a pioneer status company.

Still, the government estimates RM2.3 billion investments spinoffs from the plant that will be operable in September after over two years of construction.

Science, Technology and Innovation Minister Datuk Seri Maximus Johnity Ongkili told Parliament last month that RM300 million has already been poured in for two factories in Gebeng that will produce the hydrochloric and sulphuric acid needed to extract the rare earth metals.

The Australian miner has faced opposition to its RM700 million plant from environmentalists and local residents who fear a repeat of the radiation pollution from a similar plant in Bukit Merah, Ipoh.

The Asian Rare Earth (ARE) plant in Perak has been linked to birth defects and at least eight cases of leukaemia in the past five years, seven of which were fatal.

Nearly 20 years after it was shuttered, it is still the subject of a massive RM300 million cleanup exercise.

Those opposed to the plant, including PKR vice president and Kuantan MP Fuziah Salleh, have repeatedly questioned whether the project was brought to Malaysia because Australia would not accept the radioactive waste from the process.

..
Curtis said in the video that the company chose Malaysia because “we like Malaysia, the infrastructure and most importantly the people.”

In a recent telephone interview with The Malaysian Insider, corporate and business development vice president Matthew James said that the company chose Malaysia instead of refining the ore in Australia, due to savings in already available infrastructure and labour.

He said that the plant would need a larger supply of water, natural gas, industrial land and chemicals such as lime and sulphuric and hydrochloric acid — all readily available in Malaysia.
...

http://www.theaustralian.com.au/business/news/lynas-shares-s…

Lynas shares soar as rare earths continue to shine

* Michael Bennet* From: The Australian * May 06, 2011 12:00AM

RARE earths prices are expected to continue their extraordinary rise in the next 18 months before "some softening" from 2013, sending shares in leading producer Lynas Corporation soaring.

In a note to clients yesterday, Goldman Sachs said the supply of rare earths would remain "severely" constrained until at least 2013, which would drive prices higher, before moving into surplus.

The news sent Lynas, which Goldman yesterday made a buy, up more than 8 per cent, or 17c, to close at $2.20.

Rare earths are a relatively abundant group of metals, with diverse uses from light bulbs to mobile phones, but there are limited economic resources outside China, which accounts for 95 per cent of global production.

China last year tightened its clampdown on export quotas and illegal production which, combined with rising demand, caused supply to fall into deficit and prices to soar.

Lynas this month said the basket price of rare earths from its Mount Weld mine in Western Australia, one of the largest and highest grade resources, was $US162.66 a kilogram, compared with an average of $US10.32 in 2009.

Goldman analyst Malcolm Southwood tipped this basket to rise 40 per cent to $US227 a kg in 2012, as China further cuts its export quota, before cooling in the following years to $US82 by 2015, as projects outside China came on line.

The two biggest mines outside China are Lynas's Mt Weld and US Miner Molycorp's Mountain Pass project in California, which would reduce the peak shortfall this year of 18,730 tonnes to 11,300 tonnes in 2012, Mr Southwood said.

As each miner further boosted production, Mr Southwood said, rare earths would return to a "modest" surplus of 313 tonnes in 2013 before rising to 5860 tonnes in 2014.
...

[JoJo49]

LYC Lynas Corporation Limited
May 2011
9th Change of Director`s Interest Notices
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=633857

9th QUARTERLY REPORT INVESTOR RELATIONS CALLS
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=633856
9 May 2011

LYNAS QUARTERLY REPORT INVESTOR RELATIONS CALLS

Lynas Corporation Limited (ASX: LYC) will hold conference calls to discuss the Quarterly Report for
the period ending 31 March 2011 that was lodged with the ASX on 29 April 2011. There will be a
Q&A session at the end of the calls. Details of the calls are noted below.
Participants should dial a telephone access number (listed below) prior to the start time, as
registration may take a few minutes. They will be greeted by an operator and asked for their
confirmation code (listed below). Participants will be placed in a listen-only mode with music until the
moderator or speaker starts the conference.
The first call will be held on Thursday 12 May at 0800hrs (Sydney time).Please see dial-in details below:

...
...


Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


@ eine erfolgreiche Woche


Grüsse JoJo

[JoJo49]

http://www.rareearthsandstrategicmetals.com.au/Event.aspx?id…

Rare Earths and Strategic Metals 2011
21 - 22 June, 2011, WatersEdge, Sydney, NSW


Googleübersetzt: http://translate.googleusercontent.com/translate_c?hl=de&ie=…


Grüsse JoJo

[JoJo49]

Erinnert mich irgendwie an den Bäcker...

http://web7.v1316.ncsrv.de/attachments/EMT_Spezial_Seltene_E…


...da empfehle ich doch lieber mal ein IMHO hervorragendes Buch zum Thema: http://www.financebooks.de/xist4c/web/Seltene-Erden---Der-wi…


Grüsse JoJo

[power_48]

Zitat von JoJo49: Erinnert mich irgendwie an den Bäcker...

http://web7.v1316.ncsrv.de/attachments/EMT_Spezial_Seltene_E…

Grüsse JoJo

Der Link geht nicht...hast Du noch eine andere Quelle dafür ?

Vorab schon mal Danke...

gruß
power

[JoJo49]

Antwort auf Beitrag Nr.: 41.476.160 von power_48 am 10.05.11 06:42:46

Hallo power,

das ist nun wirklich kein Beinbruch das dieser Artikel nicht mehr im Netz zur Verfühgung steht, da hast du nichts verpaßt.
Solche Infos tausche ich immer mit befreundeten/bekannten Usern aus die die unterschiedlichsten Abbos haben.

Ich hoffe damit sind auch die Fragen, die ich per BM bekommen habe, beantwortet, obwohl ich schon gewundert habe das gerade auf IMHO solch einen Schmarrn überhaupt nachgefragt wird.

Habe den Link hauptsächlich eingestellt um auf das folgende Buch aufmerksam zu machen.

Darum noch mal ein Hinweis auf das wirklich lesenswerte Buch:
Seltene Erden - Der wichtigste Rohstoff des 21. Jahrhunderts
Investieren Sie jetzt in den Rohstoff von morgen!

http://www.financebooks.de/upload_financebooks_sr01_alless01…

Inhaltsverzeichnis
Die wichtigsten Begriffe .................................................... 15
Vorwort von Don Bubar,
CEO & President von Av alon Rare Metals .......................19
Einleitung ............................................................................... 23
Kapitel 1
Was sind Technologiemetalle? ......................................... 27
Kapitel 2
was sind seltene erden? ...................................................... 35
Kapitel 3
Seltene Erden – die einzelnen Elemente ......................... 43
Kapitel 4
Die Verwandten der Seltenen Erden ............................... 83
Kapitel 5
Die geschichte der Produktion von
Seltenen Erden ....................................................................... 89
Kapitel 6
Die wichtigsten Anwendungen –
heute und in der Zukunft ................................................... 97
12
Kapitel 7
SeltenE erden in der Nanotechnologie ...................... 105
Gastbeitrag von Marco Beckmann, CEO der nanostart AG
Kapitel 8
DIE Weitreichenden Folgen fehlender Versorgung ..113
Kapitel 9
Stichwort Ressourcenknappheit .....................................119
Kapitel 10
Recycling – eine neue Versorgungsquelle? .................123
Kapitel 11
Seltene Erden und Politik .................................................127
Kapitel 12
Seltene Erden bis zum Jahr 2015 .......................................137
Kapitel 13
Investieren in Explorationsaktien .................................151
Kapitel 14
Investmentchancen mit Seltenen Erden .......................167
Alkane Resources .....................................................................184
Ara fura Resources ...................................................................186
Avalon Rar e Metals ..................................................................188
China Rar e Ear th Holdings ....................................................190
Comm erce Resources ...............................................................192
Da cha Stra tegic Metals .......................................................... 194
Fr ontier Rar e Ear ths ............................................................... 196
Gr eat Western Minera ls .......................................................... 198
Gr eenland Minera ls .................................................................200
Hudson Resources ....................................................................202
13
Lynas Corp. ...................................................................................204
Matam ec Explora tions ............................................................206
Molycorp .....................................................................................208
Neo Material Technologies ...................................................210
Quest Rar e Minera ls ................................................................. 212
Rar e Ear th Metals ..................................................................... 214
Rar e Element Resources .......................................................... 216
Stans Energy ............................................................................... 218
Ta sma n Metals ............................................................................220
Ucore Rar e Metals ....................................................................222
Kapitel 15
Der Börsengang von Molycorp im Sommer 2010 ........ 227
Kapitel 16
Fazit: Seltene-Erden-Aktien –
vielleicht doch nur ein Hype? ............................................ 237
Anhang: Interview Jack Lifton ........................................247
Glossar .................................................................................. 253
informationsQuellen ....................................................... 259



Grüsse JoJo

[JoJo49]

http://www.aktiencheck.de/analysen/Artikel-Lynas_steht_unmit…
Lynas steht unmittelbar vor dem Erreichen des Produzentenstatus
09.05.11 12:55
Hot Stocks Investor

Endingen (aktiencheck.de AG) - Die Experten von "Hot Stocks Investor" stufen die Aktie von Lynas als ausgezeichnete strategische Position im Bereich Seltene Erden ein.

Die Gesellschaft stehe unmittelbar vor dem Erreichen des Produzentenstatus und verfüge außerhalb Chinas über eines der am weitesten fortgeschrittensten Projekte.


Die Vorkommen des Mount Weld-Projekts würden auf rund 1,4 Mio. Tonnen geschätzt und ab dem dritten Quartal solle die Produktion aufgenommen werden. Diese solle sich zunächst auf rund 11.000 Tonnen pro Jahr belaufen und später auf 22.000 Tonnen p.a. ausgeweitet werden.

Schon in den letzten Monaten habe Lynas langfristige Abnahmeverträge im Volumen von über 1 Mrd. USD vereinbaren können und darüber hinaus sei eine strategische Zusammenarbeit mit dem japanischen Großkonzern Sojitz (ISIN JP3663900003 / WKN 255124) verkündet worden.

Einzelne Analysten seien von Lynas begeistert. So hätten zum Beispiel die Analysten von Goldman Sachs den Titel in ihrer Ersteinschätzung ein Kursziel von 3,75 Australische Dollar (AUD) zugesprochen. Auf Basis derer Gewinnschätzungen betrage das KGV 2012e nur 6,9 und das für 2013e lediglich 1,5.

Die Experten von "Hot Stocks Investor" stufen die Aktie von Lynas als ausgezeichnete strategische Position im Bereich Seltene Erden ein. (Ausgabe 09 vom 09.05.2011) (09.05.2011/ac/a/a)

Offenlegung von möglichen Interessenskonflikten:

Mögliche Interessenskonflikte können Sie auf der Site des Erstellers/ der Quelle der Analyse einsehen.


http://www.aktiencheck.de/871899-Lynas-Aktie-Profil



Grüsse JoJo

[JoJo49]

Da kann sich jeder mal ein Bild zu folgendem Artikel und Gedanken machen, was dieses Szenario, dass z.Z. in Malaysia um die LAMP getrieben wird, für all die REE-Explorer/Firmen bedeutet die in Länder wie den USA, Kanada, Australien usw., mit ihren scharfen Umweltvorschreften und starken, aktiven Umweltverbänden, die in den nächsten Jahren in Produktion gehen wollen und die in ihrem Deposit, im Vergelich zu Lynas, einen 10-fach höheren und mehr Anteil haben.


Grüsse JoJo

http://www.themalaysianinsider.com/malaysia/article/western-…
Western Australia said no to Lynas, Pahang Bar reveals

By Debra Chong
May 10, 2011


The site of the Lynas plant in Gebeng. — File pic

KUANTAN, May 10 — The Pahang Bar revealed today a Western Australian local council had “vigorously” opposed Lynas Corp building a rare earth refinery in its home state as the main reason for the Australian miner to ship its ore some 3,000km to Malaysia to be processed.

State Bar chief Hon Kai Ping said his team of lawyers had unearthed the minutes of the meeting of the Council of the Shire of Northam dating back to November 23, 2005 which recorded the local government “vigorously opposes the siting of a hazardous waste disposal and treatment plant at the Avon Industrial Park (in Meenar) based on the negative perceptions that the location will cause to Grass Valley, the Town of Northam and the Avon region.”

The document, Hon added, stated among other things: “The Town of Northam, along with other Councils in the Avon Valley, has been promoting the Valley as a clean and green tourism and lifestyle experience. Having a hazardous waste site on the Town’s doorstep would undo a lot of the work that has been undertaken by Council…”

“Pahang Bar is not certain but this may or may not throw some light as to why the proposal was not proceeded with despite all the convenience of distance as there is a highway running from Mount Weld, Laverton to the Town of Northam with no necessity of shipping the ore overseas,” Hon said in a statement today.

Hon observed that Lynas had hid this crucial piece of information even as unsatisfied Malaysians demand to know the logic behind the rare earth company’s expensive move.

The Pahang Bar is among the swelling tide of critics who have voiced objection to the Lynas Advanced Materials Plant being built in the Gebeng industrial zone, calling on Putrajaya to act on this new piece of information.

“The Pahang Bar in the circumstances reiterated its call that all aspects including the effects on tourism, economy, the way of life, environment,” he said.

He pointed out that Gebeng was, like Australia’s Avon region, a top tourism magnet and close to the world-renowned Cherating beach, which is part of the Club Med hotel circuit.

Hon also said Lynas failed to disclose the company had won the support of the Western Australian Environmental Protection Authority as far back as 1992 to build a plant to process the Mount Weld ore in an place called Meenar, 18km east of Northam and somewhere between Laverton and Perth.

The lawyer urged the authorities to probe deeper.

He also called for the independent review panel, which will include members from the United Nations International Atomic Energy Agency (IAEA).

The Vienna-based agency has confirmed participation and is set to come to Malaysia at the end of this month.

Lynas has said it does not expect the review will slow the start-up of its refinery, scheduled to power up in September.

Civil groups have stepped up their protests against the plant, including marching on Parliament while in session, prompted by radiation leakages from Japan’s nuclear power plants last month following a massive earthquake and tsunami.

While the technology used in rare earths processing is different, residents and non-governmental organisations fear a similar backlash.

They are reminded of the Bukit Merah disaster in Perak nearly 20 years ago, where radioactive waste left behind by the Asian Rare Earth (ARE) plant was blamed for the area’s high cancer rate and newborns with birth defects.

Lynas’ shares have tripled in the past year as global demand for its minerals — especially those for telecommunications — boomed. Rare earth metals are key to a global switch to cleaner energy — from batteries in hybrid cars to magnets in wind turbines.

But mining and processing the metals causes environmental harm that even China, the world’s biggest producer, is no longer willing to bear.


Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

http://www.themalaysianinsider.com/search/tag/lynas

[Optimist_]

Antwort auf Beitrag Nr.: 41.477.268 von JoJo49 am 10.05.11 10:47:54

Hi JoJo,

danke für deine vielen interessanten Beiträge hier. Schön wäre es wenn Lynas bald den Produzentenstatus erreicht, vorher müssen sie aber noch 2 wichtige Hürden nehmen.

1. Die Zulassung in Mt.Weld
2. Die Zulassung in Malaysia

Ich glaube zwar nicht, dass sie die nicht bekommen, aber dennoch macht mir Sorgen wieviel Verzögerung es schon in Australien gibt. Es wird dort später und später...und wer weiss, was die Behörden noch fordern.
Diese Aktiencheckleute quatschen jedenfalls nur nach was sie im Internet zusammengeklaubt haben.

Mal sehen wann die "feed into kiln" erfolgt. Ich wette auf nächstes Jahr. Bin dennoch ein

Optimist_

[JoJo49]

Antwort auf Beitrag Nr.: 41.481.298 von Optimist_ am 10.05.11 21:05:52

1. Die Zulassung in Mt.Weld
diese Hürde hat Lynas genommen.

Auch der Deal mit Forge ist auf Grund massiver Wiederstände durch die Aktionäre einschließlich der Großaktionäre ist damit wohl erst mal auf Eis gelegt worden.

und zu
2. Die Zulassung in Malaysia

... wird IMHO nicht viel mehr als eine Formsache werden und wenn überhaupt nur zu keiner nenneswerten Verzögerung führen.

Ansonsten müßten ja alle anderen REE-Explorer sofort Konkurs anmelden weil sie in ihren Ländern wohl nie auch nur eine Change, auf Grund ihrer wesentlich höheren Thoriumanteile in ihren Deposit, auf eine Genehmigung für den Abbau auf ihrer Mine geschweige denn eine Betriebsgenehmigung für eine Produktionsanlage bekommen würden.


Grüsse JoJo




LYC Lynas Corporation Limited
May 2011
11th Lynas and Forge Terminate Agreements
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=634041
11 May 2011

Lynas and Forge Terminate Agreements

Lynas Corporation Limited (“Lynas”) (ASX:LYC, OTC:LYSDY) refers to its announcements dated 16 March 2011, 28 March 2011 and 27 April 2011 setting out details of a proposed transaction with Forge Resources Limited (“Forge”).
Following receipt of the Forge proposal, Lynas established an Independent Board Committee (“IBC”) to consider all matters relevant to the proposal. The IBC appointed Grant Samuel to prepare an Independent Expert’s Report. Grant Samuel provided an opinion that the proposal was fair and reasonable to the shareholders of Lynas not associated with Forge or Mr Nicholas Curtis, in the absence of a superior proposal.
The Forge proposal was subject to satisfaction of a number of conditions, including approval of the transaction by shareholders of Lynas.
Extensive engagement with major shareholders seeking feedback on the proposal revealed a strong desire for Lynas at this time to focus on its core strategy of delivering its Rare Earth project in Western Australia and Malaysia. Following that feedback, Lynas consulted with Forge to negotiate a termination of the transaction agreements. The Board of Forge has agreed to do so and each party has released each other from liabilities and obligations under the transaction agreements.
In consideration of Forge’s agreement to terminate the transaction, Lynas will compensate Forge in the sum of $600,000 (plus GST) for partial re-imbursement of direct third party costs incurred by Forge in relation to the proposed transaction.
Lynas expects the first feed of ore into the Concentration Plant in Western Australia to commence within a week, and the first feed of concentrate into the kiln at the Lynas Advanced Materials Plant (LAMP) in Malaysia is scheduled for September 2011.

About Lynas Corporation

Lynas owns the richest known deposit of Rare Earths, also known as Lanthanides, in the world at Mount Weld, near Laverton in Western Australia. This deposit underpins Lynas’ core strategy to create a reliable, fully integrated source of Rare Earths supply from the mine through to customers in the global Rare Earths industry.

Lynas will concentrate the ore mined at Mount Weld in a Concentration Plant approximately 1.5km from the mine. The concentrate produced by the Concentration Plant will be shipped in sea containers and transported by road and ship to the east coast of Malaysia to the Lynas Advanced Materials Plant (LAMP) within the Gebeng Industrial Estate, Kuantan, Pahang, Malaysia, to process the Mount Weld concentrate through to separated Rare Earths products
Engineering and construction of both the Concentration Plant in Western Australia and the LAMP remain within budget. The first feed of ore into the Concentration Plant in Western Australia is scheduled to commence within a week. The first feed of concentrate to the kiln at the LAMP in Malaysia is scheduled for September 2011. Lynas has received all required approvals to construct both plants, and is in the process of applying for all pre-operation and operation approvals.
The company plans to become the benchmark for security of supply and a world leader in quality and environmental responsibility to an international customer base, with production anticipated to commence in 2011.
‘Rare Earths’ is the term given to fifteen metallic elements known as the lanthanide series, plus yttrium. They play a key role in green environmental products, from energy efficient compact fluorescent light bulbs (CFLs) to hybrid cars, automotive catalytic converters and wind turbine generators. They are also essential in the development and manufacturing of many modern technological products, from hard disc drives to flat panel displays, iPods and magnetic resonance imaging (MRI) scans.
Lynas American Depositary Receipts (ADRs) trade under the code LYSDY (CUSIP number 551073208). The Bank of New York Mellon is the depositary bank in respect of Lynas ADRs.

For further information please contact Andrew Arnold on [phone] or visit www.lynascorp.com
For all media enquires please contact Alan Jury from FD on [phone]

11th FRG: Termination of Transaction for Crown and Swan Deposits
http://stocknessmonster.com/news-item?S=FRG&E=ASX&N=634039
ASX ANNOUNCEMENT
TERMINATION OF TRANSACTION FOR CROWN AND SWAN DEPOSITS
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


11th Mount Weld Licences to Operate Received
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=634016
11 May 2011

Mount Weld – “Licences to Operate”

Lynas Corporation Limited (“Lynas”) (ASX:LYC, OTC:LYSDY) is pleased to announce that the Western Australian Department of Mines and Petroleum, and the Western Australian Department of Environment and Conservation have now issued their licences for Lynas to operate its Mount Weld Concentration Plant. This completes the regulatory requirements for the commencement of operation of the plant, and it is now expected that the first feed of ore into the Mount Weld Concentration Plant will occur within a week.

...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

[JoJo49]

Zur heutigen Telefonknferenz ein ausführliches Posting aus dem HC-Forum zu Lynas: http://www.hotcopper.com.au/post_single.asp?fid=1&tid=145788…
transcript of investor relations call (stock477)
Forum: ASX - By Stock (Back)
Code: LYC - LYNAS CORPORATION LIMITED ( $2.10 | Price Chart | $3,804.34M | Announcements | Google LYC)
Post: 6707111 (Start of thread) Views: 437
Posted: 12/05/11 17:01 Stock Price (at time of posting): $2.10 Sentiment: Hold Disclosure: Stock Held From: 122.150.xxx.xxx
-------------------------------------------------------------------------------------------------------------------------------------------

As with last time I have prepared a transcript this time a little better but leaving out some of the questions. I do not take an responsibility for any material presented here or for the voracity of any of the information. Not everything was clear on the phone lines. As always DYOR.

==============================


LYNAS QUARTERLY REPORT INVESTOR RELATIONS CALL
12TH MAY 2011
8:00 AM

TRANSCRIPT


"Thank you and thank you again for your interest in Lynas and your support of the company in the very busy period we have undertaken and is in front of us. We've had a quarter with very significant progress in the company and I will tell you more about where we are, a constructional operational update (52) of both WA and Malaysia and talk about our phase 2 expansion plans and other relevant activities that we're doing.

I do want to just open a little bit by mentioning what is in the media this morning and the announcement we've made yesterday with respect to Forge.
Ah? the transaction has, as the announcement said, been at this point abandoned, we do not intend to re-pursue that any stage. The Crown Deposit remains an asset for Lynas. We believe that the best practice corporate governance has gone into pursuit of this transaction. We believe that it is appropriate that the company has been fully transparent at all levels on the transaction. We believe that it is appropriate that there was a disclosure notice on the transaction and then there was conversation with key shareholders, eh, was undertaken. We have listened to conversations and, fundamentally, best practise in corp governance is to be transparent with the shareholders and act on them. That is what is we have done after a world wide trip discussing the matter with the key shareholders of the company. So we accept that the shareholders have decided that this.. have indicated that this is inappropriate timing for this particular transaction and the board has listened to that, and withdrawn the transaction, and we move on from that point to pursue the exciting opportunity which the RE business is worldwide? Particularly this company is focused on developing its RE assets and will remain focused on that, and that's where we think the high growth opportunity is in the company.

The key issues of the last quarter have been about moving forward on construction and operational reality. At Mt Weld, we had heavy rainfall during the quarter, and that created a fairly long delay, but neither the plant, nor the mine site experienced any damage whatsoever. All construction activity at the Concentration Plant was completed during that quarter, with practical completion actually occurring on 31st March. We have continued to pursue the license to operate, which was finally issued yesterday, and first feed of ore into the Concentration Plant is scheduled to occur next week. That is a very major milestone for the company. We will be producing concentrate within 10 days, and to that end, I think that probably THE key milestone in terms of development.

The operational staff has increased, from 38 to 48, for the Concentration Plant. We have commenced drilling, last month. The drilling is taking place to the west end of the current open pit. We'll collect ore samples, and metallurgical test-earth, and we ope by the end of the year to be able to model further development of that ore body. We think that is an exciting expansion potential for the company.

In Malaysia, the construction stage of the Lynas Advanced Material Plant continues, and achieved 2.2 million contractor man-hours in the last quarter. And I'm very pleased to say that with over 2.2 million contractor man hours, the site has remained off-time injury free.

Engineering is effectively complete, down to the detail. Technically 99.7%, and that is a major asset for Lynas. The amount of work that goes into the detailed engineering of the project is often underestimated. We now have a full proprietary set of drawings and information on the construction of the first new rare earth plant outside of China. We believe that to be of great importance to the company. The vast majority of equipment have been awarded, and all construction contracts have now been awarded. The critical part is mostly around foundations and kiln erection, but we believe that we are on-track for completion of the LAMP, firstly the kiln, by 30th September. The number of operational staff has increased in accordance with the delivery of the plant in September, up to 80 in Malaysia. The completion of all operational preplanning is now about 80% complete. We are working very extensively on the residue issues in Malaysia.

I have mentioned here that there have been significant local community questioning and concerns about the nature of the residue materials, we've been through this before, in 2007 and 2008. We are completely confident that the material that we have has a very low level of naturally occurring radiation, that has been classified as not dangerous, in Australia, and presents absolutely no hazards to our employees or to the community. But in the wake of Fukushima, and certain local political issues, there has been some local political agitation against it, perhaps this was potentially damaging, it is based on dissemination of extensive misinformation, and we are addressing that at local community level. What I can say is that the government of Malaysia has taken its people's concerns seriously enough to ask for an independent inquiry, we welcome that. We believe that the International Atomic Energy Agency is the best possible authority in the world to understand the science, and actually umpire, on whether or not there is any risk to the community, associated with it. We will respect their findings completely. I believe their work will reinforce the findings of the Atomic Energy Board in Malaysia, which has already indicated that this has no community risk. We have the full support of the Malaysian government to pursue this project, subject to this independent inquiry coming through with the results which we anticipate that it will come through with, but we're not going to pre-empt. And we do not believe that this represents a long-term risk to the project of Lynas, but we respect very much the government's right to investigate, and to ask the questions.

We also, through the quarter, did a very important strategic alliance with Sojitz Corporation. Sojitz representing, in fact, a joint venture, the company in alliance with a joint venture between Sojitz and the Japanese Government, directly. That is to give us the funding for the expansion of the plant, through to 22,000 tonnes per annum. We believe that that funding will enable us to initiate immediately, in fact, we have in fact bid, put the tender out for the engineering procurement construction contractor for phase 2, and that tender has now closed, and is being considered, and planning has commenced to accelerate the expansion of the concentration plant. We believe we will be fully expanded to 22,000 tonnes, by the end of 2012.

The other important transaction during the quarter is the purchase of the Katakunde Carbonicate(?) Plant in Malawi. We agreed to its purchase in 2007. We took some time to break through the governmental procedures, there were some specific issues we needed to work through, but we did purchase it at a price equivalent to 2007 prices of Rare Earths, at $4million. It's an extremely interesting asset, with a confirmed resource of 107,000 tonnes. We are optimistic that there is a considerable upside to that resource. Its gradient is 4.24%, at a 3.5% cut-off grade worth noting, and 3.5% cut-off grade is a relatively high head grade in todays market place. Tests already completed show composites amenable to a low-cost gravity separation concentration, producing a 60% REO concentrate. We've commenced an environmental-associated economic baseline study, and we anticipate an approximately 18 month period to really determine what the direction is, for that particular asset. We do not know, yet, whether we will simply concentrate in Malawi, or whether we will go further downstream in Malawi, to produce a mixed-rare-earth carbonate(?), that is a matter of current feasibility research, and we will take into account the economics and community issues around all of that. But it is worth noting that this deposit is particularly low, even lower than Mt Weld, in Thorium and Uranium, being about 11ppm Thorium per 1% REO, versus 44ppm Thorium per 1% REO, at Mt Weld. So we think we're in a very good spot for some upsides.

In terms of the industry itself, the dynamics of the industry continue to be favourable, the Ministry of Land and Resources in China has released a production quota that is slightly up, at 93,800 tonnes. I think it's worth saying, though, that what has substantively changed in the Chinese market is that these quotas are serious. The Chinese government has shut down a very significant amount of illegal mining activity, which provides at least 10,000, perhaps as much as 20,000 tonnes, to the market, the global market, before. So when the Chinese Government is giving a production quota of 93,800 tonnes, we believe production in china will largely reflect those quotas.

They've also imposed a significant natural resource tax, a 60rmb a cut, and 30rmb a cut. And there's many reasons why this is important, not just the financial reasons, but because that is a control measure for the government, in terms of production of materials, in China.

So those Rare Earth supply constraints, which have been further expressed in the quota in China, there was a small increase in quota, one-and-a-half-thousand tonnes increase in quota, but the quota still falls far short of non-China global demand. Those have, of course, seen the average quarterly price move up, very strongly. FoB China bases the average quarterly price is $92.84 per kilo, and that was an increase of over 49% over the quarter. The average price for the actual Mt Weld composition, as of Monday this week, was $162.66. Now, we are not in the business of making a forward forecast on the average price, but we will say that we do not see any demand destruction, at these prices, nor do we see any substantial inventory buildup, being something which could damage forward prices in turn, but we do think that there will be continued stress on the supply side, with continued demand for the foreseeable future.

Part of doing the Sojitz deal was to alleviate this stress of shortage of supply in the Japanese market. We have had to provide, and part of it we're very proud to provide, an allocation for a minimum of 8,500 tonnes per annum of rare earth products to the Japanese Market, over a 10 year period. That's about 40% of our total production capacity, and reflects the fact that Japan is the biggest non-China user of rare earths in the world, and we think it probably represents about 30% of the Japanese market demand, so when we are talking percentages of total markets in the order of 20-30%, we think we have an influential and substantive position in the business.

We are engaged in a number of negotiations with other key customers, concerning the position and a potential additional supply agreement, they are non-China based, they are in Europe, and the US, and we are very pleased with the demand-side of the market, at the moment.

The company is in good shape, we did raise some additional equity around the top of the Sojitz transaction. Cash balance at 31st March was $204.7m, we saw, of course, the continued rise of the AUD, which has had some effect on costs, but is also had some affect on adjusting our cash balances in Aussie dollar terms, because we have US dollar and Malaysian ringitt deposits, and that's about a 5.7m negative adjustment in the company's cash position, going on exchange rate when reported in AUstralian dollars. In the next quarter we anticipate production ramp up and operating expenditure to be approximately $10.6m, and capital expenditure to be approximately $75m, reflecting the increased construction activity.

We are very pleased with where we are, we are very conscious of making sure that we work through the Malaysian issue, in co-operation with the Malaysian government so we don't have any delays in start-up. We are comfortable and confident that we'll be able to do that. That is probably the key external issue that we have in the quarter. Internally, we are very focussed on ramping up the concentration plant to its full capacity over the next quarter, and to delivering the plant in Malaysia, first feed to kiln. Again, I want to thank you for your support for the company, we think there is a very strong future, global future, for Lynas, as the rare earth company, globally, as a key supplier of rare earths for a sustainable future, and we welcome, at this point in time, questions, thank you."


INSTRUCTIONS FOR HOW TO LODGE QUESTIONS

REMINDER TO SUBMIT QUESTIONS

PAUSE TO ASSEMBLE QUE


START

Ian Preston, of Goldman-Sachs: Just two very quick questions, the independent review have they appointed the team for that, and so do you have an end date in place for that, and the second one, on your pre-operating license, all the data has been submitted, when is the latest that you should receive it in terms of the six month period they have to review?

NC: So, in terms of the panel, the panel is arriving in Malaysia on the 29th of May, and we believe will take one week to collect data in Malaysia. And I think it's important to note that this is an audit, effectively, of work already done, not a redo of the baseline?

IP: Yep, yep.

NC: so it should be a relatively short period, but I'm not in a position to give you the panel determination as to how long or otherwise it would be, I think that would be inappropriate for me. In terms of the pre-operating license, the government has made it clear that they're not going to give us a pre-operating license until the panel review is complete?

IP: That takes a month?

NC: That'll take a month. And, eh, but we have put the data in. What we think that the the regulation says up to 6 months, we think the data is in good enough shape, and the authorities sufficiently familiar with the project, to substantially accelerate that six month period. Again, it wold be presumptuous of me to put a date on the regulators job, but they have, by law, the right to take up to six months, but they are very aware that we are on the public record as wanting to open the kiln up on the 31st of September.

IP: Thanks very much, thank you.

Michael Evans, BLSA: G'day nick. Thanks. Just one question. The financing you've arranged recently has sort of indicated confidence that it will get you through to 20,000 tonne rate at the end of 2012, is that the final number, does that include all working capital requirements beyond that?

NC: Um, look, yes, broadly. We are in negotiations with our working capital provider, Michael, to pre-empt a little bit, because of course we gave security to associates in the facility, though we do realise that we have to work through a bank-related working capital facility, and we're in the midst of doing that at the moment. What I can say is that we are highly confident that we can find, and have in place, adequate bank working capital facilities and there will certainly be no recourse to equity for any working capital.

M.E: Thanks Nick.

Sam Bereted, Royal Bank of Scotland: Good morning, I was wondering, it might be a little bit early, but I was wondering if you could talk about costs at the moment, I mean, I understand in ramp up that a lot of these costs are going to be capitalised, and I know you've got a figure of about $10 a kilo out there in the market, could you give some advice about how you expect these costs to come out once they're in economic production, and how you expect those costs to look in stage 1, and then stage 2.

N.C: Sure. Let me qualify it by saying, 70% of those costs are variable costs, things like price of sulphuric acid, price of energy, have a major impact on the final cost, so it's very hard to predict those variables, with any level of accuracy. This is a chemical oriented business, in the same sense as a chemical company, and as such has very high variable costs, and relatively low fixed costs, but with that caveat, we think that the $10 mark represents C 1, or the cash cost, or cash operating costs at current variables of going into full ramp up production of 22,000 tonnes. We do believe that for the first year, there will be some premium on that $10. We're not in a position to give you the exact data on that premium. Not staggering, but there will be some premium on that $10 as we get ourselves into gear toward the 22,000 tonne. Does that answer your question?

S.B: Yeah, yeah, I suppose, as much as you can at the moment, with the variable moving around. I suppose a follow up to that, on production, obviously its an extremely complex plant, it's not a gold project, and there are additional variables there, so with that in mind, when do you think you'll be able to start giving firm guides as to rare earth production for stage 1?

N.C:



Royston Bradshaw: This goes back to the Forge transaction, if I may. I just like to ask whether there's been a reconsideration into the view of the Crown resource, and whether you now consider it to be a core asset, and no longer immaterial?

N.C: No, Royston, we don't, in light of my last answer to the question, the Crown material is considered only useful if Lynas does not have to pay very significant capital risk that distracts its resources and attention, to be able to access its rare earth. This rare earth is the core business activity of the company. In that sense, the non-rare earth assets that are in Crown continue to be non-core. We will re-examine that asset in the fullness of time, but at this point, its part of us.

R.B: What about in terms of its significance in terms of materiality, I mean, there's been quite a lot of comments in the media and by?

N.C: We discussed that quite publicly last? the opinion is that since that evaluation was such that it was of a value that is immaterial to the total site, but the board has considered all the shareholder concerns, and is no longer proceeding with that transaction.

R.B: Right. So, we might see some further investigations to determine its value further down the track?

N.C: We may. I think we have a pretty good grip on its current state, but it would be a very significant project for a non-rare earth metal in, ah, light? at the moment. As I say, the key mission of my key strategy, which has been resoundingly endorsed by all of the shareholders I've spoken to, is to focus substantially on the extraordinary opportunity we have in rare earth, and deliver the value held in that to shareholders.

R.B: Right. Thanks for that. But I think there's a number of shareholders that would welcome the opportunity to be involved in the Crown resource?

N.C: I still? I read Hot Copper to?

R.B: Right? so, you'll give us the opportunity to begin developing in that direction?

N.C: Look, I'll just say one thing. The relationship that is required to develop that asset requires technical skills, substantial capacity of proven capacity to develop in the marketplace, and a trusted and intimate relationship with Lynas.

R.B: That's right?

N.C: So that was the basis on which, if ever it was developed, it would be developed, by a third party; we don't foresee that. We are parking Crown, we've heard shareholders, we are focussing on our main business, which is the business of developing our rare earths assets.

R.B: Right. Right? I understand that, and I understand the need for a trusted party? I just question the trusted party being yourself when you are transferring the asset.

N.C: No, that was all. We've heard you.

R.B: Ok. Thank you.

THERE WERE NO FURTHER QUESTIONS.





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The market does not beat them. They beat themselves, because though they have brains they cannot sit tight.
Jesse Livermore
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Grüsse JoJo

[JoJo49]

http://www.selteneerden.de./


Das Öl der Zukunft: Seltene Erden.




Sie zählen zu den begehrtesten Rohstoffen der Welt: Seltene Erden. Dabei sind die Seltenen Erden im Vergleich zu vielen anderen Metallen gar nicht so selten, wie es ihr Name suggeriert. Seltene Erden werden derzeit hauptsächlich in China abgebaut und gehören zu unserem modernen Leben wie der Punkt auf das i: kein iPod, kein Handy, kein PC, kein Hybridfahrzeug, kein Flachbildschirm und kein Windrad kann ohne Seltene Erden hergestellt werden. Allein in einem Hybridauto sind 20 Kilogramm Seltene Erden verbaut. Es gibt kaum ein IT-Produkt, das ohne Seltene Erden hergestellt werden kann. Wir übertreiben nicht, wenn wir behaupten: Seltene Erden sind der Treibstoff der Moderne, Seltene Erden sind vielleicht sogar das Öl der Zukunft.

Als einer der größten Händler für Technologiemetalle und Seltene Erden möchte Ihnen die TRADIUM GmbH aus Frankfurt/M. diese hoch interessante und extrem wichtige Metallgruppe der Seltenen Erden auf dieser Homepage im Detail vorstellen.

Die Glorreichen 17.



Die Seltenen Erden bezeichnet man auch als Seltenerdmetalle. Zu ihnen gehören die chemischen Elemente der 3. Gruppe des Periodensystems. Es sind die folgenden Metalle, deren Namen exotisch, geheimnisvoll und abenteuerlich klingen:

Scandium (Ordnungszahl 21), Yttrium (39), Lanthan (57), sowie die 14 auf das Lanthan folgenden Elemente, die Lanthanoide.

Zu ihnen gehören Cer (58), Praseodym (59), Neodym (60), Promethium (61), Samarium (62), Europium (63), Gadolinium (64), Terbium (65), Dysprosium (66), Holmium (67), Erbium (68), Thulium (69), Ytterbium (70) und Lutetium (71).

Die größte industrielle Bedeutung haben Neodym, Yttrium, Lanthan, Cer, Praseodym, Samarium, Europium, und Gadolinium.


Grüsse JoJo

[JoJo49]

Was fällt Euch im Gegensatz zum Bericht der New York Times zu den Thoriumgefahren beim Betrieb der LAMP von Lynas und dem folgenden Bericht sofort auf?

Grüsse JoJo



http://www.blackblogopolis.com/blogopolis-news/business/solu…
The Solution to America’s Energy Conundrum

Problem: America, along with the rest of the world, is dependent of fossil fuels. Unfortunately, fossil fuels are also finite, meaning the world will run out of them eventually (est. 2040), which will only make burning them more expensive. Even worse is the fact that burning fossil fuels pollute the environment, which lead to respiratory ailments costing American tax payers an estimated 140 billion annually. With the threat of global warming and a disappearing ozone layer, planet earth is searching for a clean alternative fuel to power its future.

First and foremost, this ideal fuel should be affordable, so the average man, woman, and child can consume it. It should also be plentiful, such that America wouldn’t run out of it anytime soon. This new alternative energy source fuel should surely be powerful, suggesting it’s super efficient and could supply enough electricity for an entire nation rather than a few cities (solar, wind technology). Most importantly, an ideal fuel should be clean, meaning it would not pollute our planet or the lungs of my future great-grandchildren.

However, Black Blogopolis has a solution: Thorium. Specifically, Thorium in Liquid Fluoride Nuclear Reactors (LFTRs).

...
...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

[Optimist_]

Antwort auf Beitrag Nr.: 41.492.352 von JoJo49 am 12.05.11 15:20:49

Vielen Dank JoJo für die Einstellung dieses verschriftlichten IR Calls. Das sind sehr wertvolle Beiträge, jetzt und auch in der Zukunft. Es stehen ja viele konkrete Dinge drin und die Meinung NC wird deutlich.

Bin froh, dass es mit der Lizenz in Mt.Weld jetzt endlich und reibungslos geklappt hat. Drücke jetzt die Daumen für das LAMP.

Lynas steht jedenfalls sehr gut da und ich denke, bei positiver IBN LAMP wird sich der Kurs vom jetzigen Level sicher verdreifachen. Meine Prognose Ende 2012 ist also 6A$.

Einen schönen Abend noch!

[Fuenfvorzwoelf]

Hier ein m.E. ausgezeichnetes Posting aus HC:

When the police moved onto the protestors over the week end,Fuziah (Malaysian MRS Bob Brown) said crowd was there to celebrate "Mothers Day"..(in other words..save the children )the report said 400 people on the beach.
ABC news says 1000 protestors were present.Go figure good and accurate journalism.

This isnt new to LYC,as NC stated they went through this in 2007,2008..(Fuziah..again)the only difference is that its more vocal currently..thanks to Japans Nuclear problem..and the fact that not enough safety measures were applied to the Bukit,Mitsubishi waste issue.It should never had been approved.

NC also stated that the Malaysian Gov.had already given the approval..and such would find if difficult to overturn.

Thats the crux of this whole issue.

If all the reports by the IAEA line up with all the reports the Gov.initially received..the only possible problem would be that the people would still refute the findings..on a ..dont trust basis.

If the Gov. then buckles,then International Investors would be faced with real soveriegn risk factors..highlighting an ineffectual weak and risky Gov.

Those in Malaysia however who would believe the IAEA report,ie the thousands who would be part of LYC,S business,as contractors,companies,emplyee,s would revolt.
Again the Gov. would look extremely bad economically..what leg would they stand on by abolishing a billion dollar operation..when deemed safe by an International Atomic committee.

NC also said that LYC would stop at the REE oxide stage..REE metals..a totally different process would now be nurtured in Malaysia,stating how Malaysia would become the scientific centre in Asia,researching,refining,manufacturing and exporting REE metals..which we all know is serious money..so serious it would have massive economical ramifications for Malaysia,s future on the world stage.
A new hi tech industry producing REE metals from highest grade oxides aligned with first mover advantage with supply on their doorstep.(The Silicon valley of Asia.)
This had a lot to do with the 12 year tax break..the spin off from LYC is fully understood by the Gov.

Thats why Sept.is just as important for the Gov. to kick start the project so that all these other Industries can get going..they also need clear guidelines.
If LAMP is finished in Sept..and the processing license is still pending..then everything grinds to a halt locally.No work no pay.

In the mean time (IAEA)..till June sometime..we will be subject to journalism that will turn our hair white..fear sells papers.

Just as a footnote..Malaysia has one of the highest standard of Asian living when referring to Income..well above Vietnam,Thailand,Phillipines,Cambodia,Korea and surrounding,so Malaysia battles these countries for International investment..cheap labour is not their strong point.

LYC will be employing skilled workers which again lifts the standard of wages/living.Add those that go into the REE metals Industry,requiring,scientists,skilled,semi skilled,laboratories,infrastructure,will involve the Universities...employment,employment ,employment.

So on the flip side no other International Company could possibly offer more benefits to Malaysian future then LYC.

Hang tight.Common sense will prevail.

Schönes Wochenende!

Matze

[Fuenfvorzwoelf]

Zum Thema noch:

The Australian Government says the Lynas product is not dangerous waste. It is 30% below the radioactive level that Australia requires before transport regulations are applied (see GS report). It is non-dangerous by most common international standards (GS Report).
The Malaysian government has approved the LAMP (earlier decision).
The IAEA has indicated the product meets their accepted safety levels (IAEA has stated safety levels). The Malaysian government has selected the IAEA to confirm their conclusion that the waste is safe. The end product is mixed with lime and is not "concentrated" in it's radioactivity along the way (GS Report). It remains 30% below the radioactivity that is considered dangerous (http://www-pub.iaea.org/MTCD/publications/PDF/Pub1384_web.pd… Either IAEA changes their standards by 30%- no chance. Or they would have to commit a massive contradiction- no chance.
The logical result is that the IAEA adds science to the Malaysian government's decision. Perhaps the Malaysian government attempts to increase fines and liabilities in the even of an environmental disaster to satisfy public health concern and Lynas ends up with a minor increase in insurance costs.
But the media generated opposition is neither thought through, based in any facts, nor terribly powerful all things considered. For the protesters to grow in power they would need more facts to their case. I think the hype plays out and the license is confirmed without delay.

[Fuenfvorzwoelf]

Mustapa: International panel to study Lynas plant

http://www.youtube.com/watch?v=ZaM57RQgO5g&feature=youtu.be

[Fuenfvorzwoelf]

Sorry, nochmal, aber es sind so viele tolle Postings auf Hotcopper ...
Wer investiert und interesssiert ist, des Englischen einigermaßen mächtig und nicht im Hotcopper-Forum dabei ist, dessen Bild wird nur relativ vage sein. Da ich weiß, dass viele User aus unterschiedlichen Gründen nicht auf HC sind, stelle ich die Infos hier auch rein.

Hier noch ein sehr schönes Posting: Jetzt kann sich jeder seinen Reim drauf machen ... ich würde es auch begrüßen, wenn wir das im anderen Thread mehr diskutieren. Ich persönlich denke auch, dass das Untersuchungskomitee sein OK geben wird, mit evt. noch ein paar Vorschlägen zur Verbesserung. Ob es dann wirklich Verzögerungen geben wird/muss/soll, sei dahingestellt. Aber selbst Nick Curtis geht anscheinend auch eher von Dezember aus, bis alles in vollem Betrieb ist. Deswegen sind wir hier auf einem m.E. schönen Kaufniveau. Falls alles klappt und die Weltmärkte nicht verrückt spielen, sind wir in einem Jahr in einer anderen Liga mit Lynas.

lg Matze

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http://www.hotcopper.com.au/post_single.asp?fid=1&tid=145878…

As an opener let me say what I am suggesting in my post is simply the humble opinion of someone who has been on both sides of so-called "Expert Panels" or "Inquiries" in a couple of science-related areas.

First and foremost, the workings of "expert panels" or similar inquiries make it a very strange beast. The group dynamics, allied with external pressures (usually political), make for sometimes unpredictable outcomes. Getting a gig on such a panel is also a very prestigious and sought after role and that can have its effects too.

Second, they rarely EVER totally agree with whatever viewpoints that are being tested via the panel - after all "they" are the experts and in their mind it would be most unlikely that a company full of "their own" experts would be able to match up to the panel's expertise. This has the effect that they generally find some points of disagreement - even if they basically feel that things look OK.

So what does this mean for the Lynas LAMP review?

IMO there are only 4 outcomes - three being realistic.

OUTCOME #! - The LAMP setup is fine - all Thorium problems are either miniscule or have been well thought through in the plan wrt early storage and later conversion to filler.

CHANCES of this happening - 5%. Start processing as soon as ready.

OUTCOME #2 - The Lamp overall is fine but there needs to be some minor refinement regarding both the storage and ultimately the conversion of Thorium waste products.

CHANCES of this happening - 89% Start processing delay of 3-4 months.

OUTCOME #3 - there are some fundamentally serious issues that need to be addressed, particularly in the waste storage and disposal stages.

CHANCES of this happening - 5%. Start processing delay of 6 months minimum.

OUTCOME #4 - the plant as it stands, unless totally redesigned, is of ongoing danger to the local inhabitants and the Government (Local and National) should rethink their earlier decision to go ahead.

CHANCES of this happening - less than 1%. The Malaysian LAMP is therefore unlikely to proceed under this scenario.


From a political perspective I believe OUTCOME #4 can be ruled out for all the reasons put up by other more eminent posters. OUTCOME #1 would lead to an instant massive surge in sp - but unlikely IMO. OUTCOME #3 I believe is unlikely as I believe the overall process is utilizing the best practice technology at all stages except perhaps the waste disposal procedures. This outcome would definitely cause problems in the sp performance.

OUTCOME #2 would cause some delay (3-4 months max) - but would be strongly sp positive for the company at that point in time, anyway.

So basically I feel that we have a great chance that all will be well with this review. I have written a few times early on with regard to Lynas progress that the only real stumbling block that would slow the SP momentum was the whole LAMP thing. I know it's a huge task for project management and the teams of chemists and engineering advisors to get this thing up and running - on time and on budget.

We must remember however, that the LAMP is based on existing well known (yet complex) technology and Lynas has the support of Rhodia's well respected INTERNATIONAL expertise through a number of Technical Support Agreements as well as having appointed one of the key Rhodia people to now head up its senior technical team. In short - we do know it will work efficiently and safely and so does a good cross-section of the international chemical and nuclear community!

I really do feel very confident that this is the time to buy more. As usual GL to all holders. MY apologies for framing the argument in lots of numbers and percentages (unfortunately been doing it all my life!).

[JoJo49]

Antwort auf Beitrag Nr.: 41.497.560 von Fuenfvorzwoelf am 13.05.11 11:33:29

Danke!

Dem kann man kaum noch etwas hinzufügen.

Der folgende Artikel ist IMHO positiv zu bewerten zeichnet er doch auf das die internalionale Prüfung der LAMP schnellstmöglich in die Wege geleitet wurde.

In diesem Sinn wünsche ich @ ein schönes, erholsames WE


Grüsse JoJo


http://www.malaysiandigest.com/news/22982-iaea-agrees-to-app…


Friday, 13 May 2011 16:01
Last updated on Friday, 13 May 2011 16:48



IAEA Agrees to Appoint Expert Team to Review Lynas Project


KUALA LUMPUR, 13 MAY, 2011: The Vienna-based International Atomic Energy Agency (IAEA) has agreed to appoint an expert team to review the health and safety aspects of the proposed rare earth processing facility to be undertaken by Lynas Malaysia Sdn Bhd in Gebeng, Pahang.
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Googleübersetzt: http://translate.google.de/translate?hl=de&sl=en&u=http://ww…" target="_blank" rel="nofollow ugc noopener">[http://translate.google.de/translate?hl=de&sl=en&u=http://ww…

[Optimist_]

http://www.themalaysianinsider.com/malaysia/article/iaea-nam…

IAEA names Lynas refinery review panel

KUALA LUMPUR, May 13 — The UN’s International Atomic Energy Agency (IAEA) today unveiled the team that will conduct an evaluation of the controversial RM700 million rare earths refinery in Gebeng, Pahang — a review necessitated by mounting opposition from surrounding residents and environmentalist groups.

Malaysia had earlier asked the Vienna-based agency for assistance in addressing public concerns about the project by forming a panel to review radiation health and safety factors.

The panel will be headed by Dr Tero Varjoranta, the IAEA’s director of the Nuclear Fuel Cycle and Waste Technology at its Nuclear Energy department.

Other members of the panel include Dr Magnus Vesterlind, Dr Horst Monken Fernandes, and Hanna Kajander — all of whom are attached to the nuclear agency.

Asides from its own personnel, the IAEA panel will also include outside experts Jan van der Steen, Dr Leo M. Lowe, Dr PM Balagopala Pillai, Dr Dennis Wymer and Ulric Schwela.
The multinational panel was announced today by Minister of International Trade and Industry Datuk Seri Mustapa Mohamed, who also pledged that the government will reveal the panel’s finding in its entirety upon completion.

...

[alcoholic]

Zum Wochendende:

Ein Video mit member of the panel Dr Magnus Vesterlind über "remidiation"

http://www.iaea.org/newscenter/multimedia/videos/remediation…

Klingt alles sehr sachlich und vernünftig

Schönes WE

[JoJo49]

http://www.metal-pages.com/news/story/54251/rare-earth-weekl…
13 May 2011

Rare earth weekly roundup – Prices surging again

BEIJING (Metal-Pages) 13-May-11. The rare earth market has again seen price increases for many rare earth products this week as some major suppliers have lifted offer prices, which encourages other suppliers to hold on to their stocks and wait for higher prices. In the meantime, the ...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[Optimist_]

http://www.themalaysianinsider.com/malaysia/article/police-d…

Police detain four DAP members in anti-Lynas protest

By Clara ChooiMay 15, 2011

KUANTAN, May 15 — Police arrested four DAP members here this morning for holding a demonstration to protest the Lynas Corp rare earths refinery in Gebeng.

DAP Socialist Youth (DAPSY) chief Anthony Loke (file picture), who was present at the time, told The Malaysian Insider that the police moved in to arrest the four just as the event on was nearing its tail end.

He explained that the programme had began with the opening of the Kuantan DAP service centre on Jalan Beserah at 10am this morning before moving on to a short demonstration.

“It was just a small one... three of us gave speeches, (Triang assemblyman) Leong Ngah Ngah, (PKR’s Indera Mahkota MP) Azan Ismail and then me.

“When it was my turn to speak, the Kuantan OCPD came and told us to stop the event. I told him that we were already finishing so after a short argument, we managed to finish our demonstration and we told everyone to disperse,” he said when contacted.

Loke explained that the DAP leaders then regrouped for a short photo session with the media.

“That was when these four members laid out the anti-Lynas banner which only had a logo on it and they lay down on it for the pictures.

“Seeing this, the OCPD immediately ordered his officers to arrest them, claiming it was a provocative move,” he said.

..

http://www.taz.de/1/archiv/digitaz/artikel/?ressort=a2&dig=2…

Brummbrumm reloaded

...
Unsicher ist auch weiterhin die Rohstoffversorgung. "Mit dem Elektroauto ersetzen wir die Abhängigkeit von Öl mit der Abhängigkeit von Seltenen Erden", sagt Willi Diez, Direktor des Instituts für Automobilwirtschaft an der Hochschule Nürtingen-Geislingen. Unter Seltenen Erden versteht man 17 seltene Metalle, von denen einige für die Herstellung von E-Autos unbedingt notwendig sind. Sie werden fast komplett in China produziert. Erst im April warnte die Deutsche Rohstoffagentur: Nur Unternehmen, die sich bereits mit Seltenen Erden abgesichert haben, hätten im Bereich grüner Technologien auch eine Chance. Ihre Sicherung seien für die Rohstoffstrategien von EU und Bundesregierung sehr wichtig.

Zwei der Metalle etwa, Samarium und Dysprosium, werden für die Herstellung von Magneten gebraucht, die sowohl in Generatoren von Windkraftanlagen als auch in Elektromotoren benötigt werden. "Die ausreichende Verfügbarkeit dieser Rohstoffe und Materialien hat direkten Einfluss auf den Erfolg einer Elektrifizierung der Mobilität", schreibt die Nationale Plattform Elektromobilität in ihrem letzten Bericht. Ein besonderer Schwerpunkt der Forschung liegt deshalb auf dem Recycling. Stoffe sollen effizient wiederverwertet werden können.

...

[doesel]

Antwort auf Beitrag Nr.: 41.504.352 von Optimist_ am 15.05.11 11:04:55

Falls noch nicht gezeigt hier eine Interviewreihe des Lynas Boards (Eric Noyrez, Matthew James, Nick Curtis).
http://www.youtube.com/watch?v=GsSj3Al2P8A&feature=BFa&list=…

[Fuenfvorzwoelf]

Antwort auf Beitrag Nr.: 41.504.549 von doesel am 15.05.11 12:35:53

Danke, muss relativ neu sein!

Endlich tut sich was an der PR-Front!

[Fuenfvorzwoelf]

Der Streit um das Crown-Deposit geht sehr unappetitlich in die nächste Runde!!!!



http://www.theage.com.au/business/lynas-faces-shareholder-bi…

Lynas faces shareholder bid for asset
Philip Wen
May 16, 2011

THE contentious attempted sale by Lynas Corporation of a rich rare earth and metals deposit to a related party has taken a new turn, with two prominent dissident shareholders preparing an audacious bid to pinch the prized asset from under the nose of the miner's chief executive, Nic Curtis.

Melbourne-based software millionaire Mark Suhr and the chairman of online recruitment website Seek, Bob Watson, are finalising a formal bid for the Crown and Swan deposit this week, capitalising on the dramatic collapse of the rare earth miner's proposed deal with related party Forge Resources.

The lawyer acting for the two businessmen, Chris Curran, of Turner Freeman, said Lynas had backed itself into a corner by readily accepting Forge's offer. He said the board would have trouble justifying a rejection of a similar or improved offer so soon after declaring the asset non-core and ready for sale.
Advertisement: Story continues below

"We think Lynas have shot themselves in the foot there," Mr Curran said. "If we put in a similar bid to the one before, they would be in a very awkward position to not approve it."

The drama is likely to further aggravate Lynas's major institutional shareholders, who had made clear they wanted no distractions from the rare earth miner's core promise of bringing its prized Mt Weld rare earths deposit into production.

The planned $20.7 million sale of the Crown polymetallic deposit to Forge had attracted significant shareholder criticism over the asset's valuation, conflict-of-interest concerns, and perceived inadequate disclosure of the financial benefit Mr Curtis stood to receive.

A 2007 Lynas investor presentation boasted of the Crown ore body's ''over $50 billion metal content'' and ''positive project value''. Lynas had continued to promote the deposit to investors until last year, before deciding the asset was ''non-core''.

Mr Curtis would have boosted his stake in Forge to close to 40 per cent if the deal had proceeded. He owns less than 1 per cent of Lynas.

With the corporate regulator's attention roused, Lynas was forced to delay its shareholder vote, and was in the process of revising its disclosure documents before the deal was pulled.

Lynas said it decided to abandon the deal based on the feedback from its predominantly offshore major institutional shareholders. It is also understood institutional shareholders were concerned Mr Curtis would have been distracted with his involvement in Forge if the deal proceeded.

With no related-party concerns, the Suhr-Watson bid will not be required to be approved by shareholders. Mr Curran said the bid was "well advanced" and that a Lynas independent director had been "responsive" after being sounded out.

The two businessmen had been instrumental in generating shareholder momentum against the Forge deal. The deal has also triggered concerns over Mr Curtis's influence on the Lynas board, prompting a push for more independent directors on the board.

Lynas management is understood to be furious with Mr Suhr, with one source insistent Mr Suhr had a history of destroying shareholder value.

Read more: http://www.theage.com.au/business/lynas-faces-shareholder-bi…

[JoJo49]

LYC Lynas Corporation Limited
May 2011
16th Update on the Independent Expert Review in Malaysia
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=634568

16 May 2011

Update on the Independent Expert Review of the Lynas Advanced Materials Plant in Malaysia


Lynas Corporation Limited (“Lynas”) (ASX:LYC, OTC:LYSDY) advises that the Malaysian Minister of International Trade and Industry, Y.B. Dato’ Sri Mustapa Mohamad, has announced the objectives, scope of work, and anticipated timetable for the independent expert review of the health, safety and environmental aspects of the Lynas Advanced Material Plant (LAMP), currently under construction in Gebeng Industrial Estate, Kuantan, Malaysia. The Minister’s announcement of Friday 13 April 2011 is attached to this statement, including a list of expert panel biodata. The expert panel comprises eminent representatives of the International Atomic Energy Agency (IAEA), an internationally recognised body that has the necessary expertise to undertake such an assignment. All members of the panel are recognised experts in their respective disciplines and have specialist knowledge on issues relating to radiation protection, safety assessment, waste management, transportation, and decommissioning and remedial actions. The IAEA has advised that following the appointment of panel members, work on the project has begun. The expert team will visit Malaysia for 6 working days from 29 May to 3 June. The work agenda of the review panel will include open and closed working sessions, presentations by relevant stakeholders, as well as site visits. Interested parties, including residents and community groups, will have the opportunity to make representations to the panel. The panel is scheduled to complete its report and submit it to the Government by the end of June 2011. Lynas fully supports the Malaysian Government decision to make public the panel’s findings and recommendations in the interest of transparency. Lynas continues to work with the Malaysian authorities, including the Atomic Energy Licensing Board and the Department of Environment, to ensure that ongoing project construction continues to meet all requirements and adheres to international standards.
The Company remains confident the review will reconfirm that the plant is safe and presents no hazard to the community or Lynas workers. Lynas trusts that this independent review will help to address public concerns expressed in recent times about the health, safety and environmental aspects of this important project.

...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

16th Mount Weld - First Feed of Ore
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=634567

16 May 2011

Mount Weld – First Feed of Ore


Lynas Corporation Limited (“Lynas”) (ASX:LYC, OTC:LYSDY) is delighted to announce that the first feed of ore into the Mount Weld Concentration Plant occurred on Saturday 14 May 2011. This is a significant milestone for Lynas. The Mount Weld Concentration Plant is now processing Rare Earths ore which will yield Rare Earths concentrate for use in the Lynas Rare Earths business.

...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


@ eine erfolgreiche Woche


Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 41.505.165 von Fuenfvorzwoelf am 15.05.11 17:36:14

Nachbörslich: http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=634658
16 May 2011

Media Speculation Regarding Bid for the Crown and Swan Deposits


Lynas Corporation Limited (“Lynas”) (ASX:LYC, OTC:LYSDY) notes articles in today’s Sydney Morning Herald and Age newspapers speculating about a third party offer for Lynas’ Crown and Swan Deposits.
As Lynas announced on 11 May 2011, following extensive engagement with its major shareholders, Lynas will focus on its core strategy of delivering its Rare Earth project in Western Australia and Malaysia. As a consequence, the unified view of the Lynas Board is that it is not the appropriate time to be focussing on the Crown and Swan Deposits.
Lynas also confirms neither its directors nor its management have been contacted by any potential third party bidder for the Crown and Swan Deposits.

...
...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…



Grüsse JoJo

[JoJo49]

Da wundert man sich schon wie, wann, und worauf sich überhaupt dieser Protest bisher gestützt hat:
http://thestar.com.my/news/story.asp?file=/2011/5/12/nation/…
Thursday May 12, 2011

Rare earth radiation level lower than bitumen, says Adnan

...

He also said the detractors appeared to have the edge now in the “battle of perception” but it would not be long before the truth prevailed.

...

The Lynas operation will use a raw material that has naturally low levels of thorium (50 times lower than the tin tailings used by Asian Rare Earth).

...
Googleübersetzt: http://translate.googleusercontent.com/translate_c?hl=de&ie=…



Zu allem noch ein Posing von heute aus dem HC-Forum zu Lynas: http://www.hotcopper.com.au/post_single.asp?fid=1&tid=146017…


Tick...Japanese with all their earthquake problems still put up the $250m for LYC phase 2

Tick...first feed from concentrations plant this week.

Tick...Crown deal dead never again to see light of day except for LYC $50B in ground resource for once LAMP successfully producing.

Tick...brokers upbeat valuations GS $3.75, Patersons $2.95 based on LT REO basket price of only $40, currently $163...you do the math if proves to be a permanent or even semi permananent shift in basket price due to the demand-supply-Chinese forces then running $160/kg long term equates to an NPV of $13.60 per share. Even running at half that level ($80/kg) equates to an NPV of $6.50 per share.

Pending positive outcome...by 30 June Malaysia hand picked environmental panel give the green light to LAMP.

Pending positive outcome...strengthen board governance with 2 independent directors with shareholder association allegiance.Timeline: ASAP

Pending positive outcome...LAMP first production Sept11, 18 months + jump on non-global competitors!

Pending positive outcome...LAMP phase 2 production 22,000 tonnes pa. Happy days.

Pending positive outcome...Crown start development under LYC control with synergies from phase 2. Happier days.

Crystal Ball...BHP / Rio in bidding war for LYC...or is LYC now cashed up ready to take them out!!

IMHO only. Good luck to all.



Grüsse JoJo

[JoJo49]

17 May 2011

New Lynas Announcements

Lynas Corporation Limited (ASX: LYC / OTC: LYSDY) is pleased to provide Market Updates on the Concentration Plant at Mount Weld and the Lynas Advanced Materials Plant in Kuantan. Lynas is also pleased to announce that MSCI have included Lynas as an addition to the MSCI Australia Index.

New Lynas Announcement - 16 May 2011
http://www.vision6.com.au/ch/22416/2dvcr9w/1434182/381b8fy5f…

New Lynas Announcement - 16 May 2011
http://www.vision6.com.au/ch/22416/2dvcr9w/1434179/381b8x07r…

New Lynas Announcement - 17 May 2011
http://www.vision6.com.au/ch/22416/2dvcr9w/1434108/381b8gv38…

May 2011
Lynas Corporation added to MSCI Global Standard Indices
Lynas Corporation Limited (“Lynas”) (ASX:LYC, OTC:LYSDY) is pleased to announce that MSCI included Lynas as an addition to the MSCI Australia Index in the changes of constituents for the MSCI Global Standard Indices, announced on 16 May 2011, which will take place as of the close of 31 May 2011.
About MSCI
MSCI is a leading provider of investment decision support tools to over 5,000 clients worldwide, ranging from large pension plans to boutique hedge funds. We offer a range of products and services - including indices, portfolio risk and performance analytics, and governance tools - from a number of internationally recognized brands such as Barra, RiskMetrics and ISS.
Located in 19 countries around the world, and with over 2,000 employees, MSCI is dedicated to supporting the increasingly complex needs of the investment community with groundbreaking new products, high quality data, superior distribution and dedicated client support. Since the MSCI indices were launched over 40 years ago, the company has grown both organically and through acquisition to become one of the world‟s leading players in the provision of products and services to institutional investors.

...
...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

For more information, please visit our website: http://www.lynascorp.com/ or email: [e-mail].


Grüsse JoJo

[Fuenfvorzwoelf]

Antwort auf Beitrag Nr.: 41.513.767 von JoJo49 am 17.05.11 13:14:17

Lieber JoJo,

wir wissen alle, dass wir im Lynas-Thread sind. Davon gehe ich jedenfalls aus.

Insofern fände ich es prima, wenn du die Bildchen weglassen würdest. Weniger ist manchmal mehr.

Vielen Dank!

Matze

[JoJo49]

Antwort auf Beitrag Nr.: 41.513.849 von Fuenfvorzwoelf am 17.05.11 13:28:30

Sorry,

- aber ich habe mir gedacht wenn die Mitleser hier auf das Lynas-Schriftbild klicken erkennt man sofort welches Potential in Lynas steckt.

Ein sehr hoch bewertetes, aktuelles Posting aus dem HC-Forum zu Lynas mit einer Frage am Ende der IHMO jeden der auch nur etwas von der Materie versteht zum Nachdenken bringen müßte.

Grüsse JoJo

http://www.hotcopper.com.au/post_single.asp?fid=1&tid=146117…

1) Malaysia will become the highest sovereign risk country to invest if the lynas project is stopped . Lynas has got every approval from all the approval authority including AELB ,Dept of Environment , Kuantan city council , Pahang State Development Corp and Kuantan Chief Minister and his State Committee. Obviously these authorities have done their homeworks and make sure that this project is safe and justifiable to be invested in Kuantan.

2) Fuziah is talking rubbish showing how ignorant she is about knowing the rare earth industry. She said Lynas is the only rare earth plant outside China , but does she know that there are Indian Rare Earth in India , Silmet in Estonia , Molycorp in US and many rare earth plant in Japan ( Nippon Yttrium , Mikike Rare earth etc etc)

3) Lynas ore is the world highest grade rare earth and has the lowest Th/U content ie less than 800 ppm Th/U total , do they know that Malaysian tin mini ng industry has been for decades processing a tin by product called Amang which has very high content of radioactive monazite with Th content more than 5-6% . Why nobody has been making noice about it ??

[JoJo49]

http://www.bernama.com/bernama/v5/newsgeneral.php?id=587036
17.Mai 2011 17.38 Uhr

Wait For Panel´s Decision On Lynas Plant, Says Pahang MB

...
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

Grüsse JoJo

[Fuenfvorzwoelf]

Antwort auf Beitrag Nr.: 41.514.259 von JoJo49 am 17.05.11 14:40:22

wenn die Mitleser hier auf das Lynas-Schriftbild klicken erkennt man sofort welches Potential in Lynas steckt

Das muss jeder selber merken. Wir müssen hier nicht die Werbetrommel rühren. Hat eh keinen Einfluss auf den Kursverlauf.

Jeder sollte auch ein wenig selber recherchieren in der Lage sein.

Das Problem mit den Bildchen und überlangen Texten ist, dass einige Leute hier möglicherweise mit Eipads oder wie heißen die Dinger ? Ei-phons! arbeiten, die sind dann sicherlich am Fluchen, wenn sie am rauf- und runterscrollen sind. Nur als kleiner Hinweis! Danke!

Matze

[JoJo49]

Eigentlich mehr als positiv für Lynas denn für eine "Grüne Wirtschaft" braucht man dringenst die 17 REO die Lynas vor Ort auf ihrer LAMP ab dem 3. Ouartal 2011 produzieren will.
Jetzt muß man IMHO nur noch die kleine Gruppe der Oposition die gegen eine Produktionsanlage protestieren davon in Kenntnis setzen und mit der Faktenlage und Sachkenntnis überzeugen, denn ansonsten war es das schon mit Ihrer "Grünen Wirtschaft" in Malaysia.


Grüsse JoJo


http://www.google.com/hostednews/afp/article/ALeqM5hTnDq6M6N…
Malaysia unveils plan to build 'green economy'

KUALA LUMPUR — Malaysia is launching an ambitious plan to build a "green economy" with the help of an advisory council that includes economist Jeffrey Sachs and the UN climate change chief.

The initiative is part of economic reforms instituted by Prime Minister Najib Razak since taking power two years ago, aimed at pushing the Southeast Asian country towards developed-nation status by 2020.

His administration has already promised major infrastructure projects and financial market liberalisation to attract foreign investment and boost growth, but critics say the results have been limited.

Najib on Tuesday convened the first meeting of an eminent 42-member Global Science and Innovation Advisory Council in New York to help the nation achieve ambitions of becoming a science and technology innovation destination.

Malaysia's vision of a "green economy" would see it moving beyond its status as a manufacturing hub, and establish "low carbon emissions, highly efficient use of resources, and a healthy, well-educated populace."

"Malaysia's ambitious goal is to simultaneously reduce poverty and achieve a green economy," Najib said in a statement from New York.

"We see science and technology innovation as key to achieving that goal, guided by the advice and active support of some of the world's most distinguished entrepreneurial, scientific and economic experts."

"These experts will liaise and work actively with key Malaysian agencies and institutions to develop 'quick wins' in the palm oil industry, in the creation of a smart city and smart village, and in education."

As well as Sachs and Rajendra Pachauri, the chairman of the UN's Intergovernmental Panel on Climate Change, the panel also includes media tycoon Steve Forbes and two Nobel laureates.

Najib said the council would aim to "raise the number of scientifically and technically-trained individuals, entrepreneurs and innovators in our country."

Malaysia also hopes to develop smart cities and villages, where the Internet is available and resources, such as water and electricity, are managed efficiently through information technology.

Currently, the middle-income nation of 27 million people suffers from urban sprawl and traffic congestion in its capital Kuala Lumpur, and a lack of basic services in rural areas.

Citigroup economist Kit Wei Zheng said Najib's administration had achieved some successes including boosting foreign direct investment, but was under pressure to deliver ahead of elections tipped to be called within a year.

"At least on some fronts, there seem to be some results coming in... There are some steps forward but it's slow and probably not as big as the announcements that are being made," said the Singapore-based economist.

The export-dependent Southeast Asian nation saw a sharp decline in foreign direct investment (FDI) in 2009, tumbling 81 percent to $1.4 billion from $7.3 billion in 2008.

However, FDI jumped 141 percent to 17.1 billion ringgit ($5.5 billion) in the first nine months of 2010, in a rebound partly attributed to the reforms.

Malaysia has previously sought out high-profile international advisers like Microsoft's Bill Gates when it launched its Multimedia Super Corridor project to build up its information technology industry in the 1990s.

"It's a very fuzzy thing; we don't know what it is... The word 'green' is used very broadly," Gurmit Singh, chairman of the Centre For Environment, Technology and Development Malaysia, said of the latest scheme.

"There seems to be a lot of hot air. In terms of what happens sometimes at the ground level, it's a repackaging of projects," he told AFP.

Najib has said he expects the economy to expand by 5.0-6.0 percent this year despite the challenges of slower global growth and rising crude oil prices.

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

[JoJo49]

Beantwortet Fragen auf 5-Seiten: http://lynascorp.com/content/upload/files/PDFs/ADR/American_…


Lynas Corporation Limited American Depositary Receipts (ADRs)

Frequently Asked Questions

Lynas has a sponsored Level I American Depositary Receipt (ADR) facility managed by BNY Mellon.

...
...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…



News über die AXS:
http://stocknessmonster.com/news-history?S=LYC&E=ASX
LYC Lynas Corporation Limited
May 2011
19th Appendix 3B
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=635145

18th Appendix 3B
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=634912


Grüsse JoJo

[JoJo49]

LYC Lynas Corporation Limited
May 2011
20th Appendix 3B
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=635263


@ ein schönes WE

Grüsse JoJo

[JoJo49]

Ein User aus dem HC-Forum zu Lynas hat einen IMHO interssante Hinweis zur Verwendung des Thorium beschrieben und durch wissenschaftliche Artikel dazu belegt.


Grüsse JoJo

http://www.hotcopper.com.au/post_single.asp?fid=1&tid=146387…

Looks very interesting

http://www.zimbio.com/High+Tech+and+Business/articles/M1NdpR…

http://www.abc.net.au/news/newsitems/200604/s1616391.htm

http://peakoil.com/alternative-energy/plasma-battery-invento…" target="_blank" rel="nofollow ugc noopener">http://peakoil.com/alternative-energy/plasma-battery-invento…


http://www.prlog.org/11404351-new-plasma-battery-technology-…

[JoJo49]

Antwort auf Beitrag Nr.: 41.532.151 von JoJo49 am 20.05.11 13:15:49

http://www.theaustralian.com.au/business/news/china-expands-…

China expands export quotas with new rare-earths' policy

Yajun Zhang From: Dow Jones Newswires May 20, 201110:10AM


Soil containing various rare-earth metals awaits loading at a port in China Source: AFP

CHINA has tightened its control over rare earths by expanding its export quota system, imposing higher taxes and announcing that it wants its biggest companies to lead the industry's development.

...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 41.532.204 von JoJo49 am 20.05.11 13:24:00

Zum Schluss noch eine Einschätzung über die Entwicklung zu Lynas von einen User aus dem HC-Forum von Heute auf Grundlage der steigenden REO-Preise.


Grüsse JoJo

http://www.hotcopper.com.au/post_single.asp?fid=1&tid=146348…


steadily increasing rare earth's prices

extensive barriers to entry, namely in a lack of mineable rare earth sites, high set up costs and extremely specifically skilled extraction processes

no debt

established infastructure (LAMP on schedule as it seems)

barring any major set backs due to weather, natural disaster and LAMP approval (already approved IMO, hopefully due to high waste management standards i should add) im not aware of any other stock with this much potential in the market atm.

just a few figures for you all to deal with in regards to production...

worst case scenario
lets take $20 instead of $10 for production costs
lets say we meet minimum export to Sojitz client of 8,500 tonnes
let us also take a rare earth price of approx half of what it is now $80 (which will not be happening anytime soon, but just for arguments sake)

net profits = 8,500,000kg x $60/kg = $510,000,000

at this point, as suggested by Roger on your money your call (he said 480,000,000 profit - correct me if im wrong as i may be) he values Lynas at $4, significantly higher than what it is atm.


very good but realistic scenario
lets take $10 production costs as suggested by GS

let us say meet almost the 3/4 of the full capacity of phase 2, that is 3/4 x 22,000tonnes = 16,500,000kg of rare earth

lets take a price of $160 as it stands at roughly now, will be sure to rise even when we hit production seeing as china (~93% worlds export) is actually now a net importer of rare earths.

net profit = 16,500,000kg x $150/kg = $2,475,000,000 somewhere near the GS prediction for net profits once phase 2 kicks in.


my question to everyone is, what is a company making ~$2.5bn of net profit regardless of its equity (which i presume is $0.5bn give or take) worth?

keep in mind, Lynas will be the first and only producer outside of china for a long time! keep in mind we could even sell our product at a premium due to the high grade (RED Rare Earth Direct) brand we so ingeniously have tried to introduce.

do all your figures..

could it be with price to earnings of 10? that takes us to $24

or maybe

price to earnings of 15 due to high competitive advantage and lack of supply? that equates to $37.5.

Take into account that big institutions (as notably mentioned in previous posts and your money your call) cant buy in until positive cashflows are exhibited... as retail shareholders etc. we have a great opportunity to buy on the cheap, do we not???? (DYOR and take into account LAMP approval)

im so excited but... man i wish i bought at 10c

... although with an average price at 2+ im not complaining!


my price target = anything substantially more than what it is at now! haha

i just sure hope we're doing the right thing by the malaysian people which im sure we are

[RareEarth]

Antwort auf Beitrag Nr.: 41.530.008 von JoJo49 am 20.05.11 07:50:58

Hi JoJo49,

komme irgendwie auf die Stocknessmonster-Links nicht drauf. Muss man sich dafür irgendwie anmelden oder so?
Danke, RareEarth

PS: Vielen Dank für deine vielen wertvollen Beiträge!

[RareEarth]

Antwort auf Beitrag Nr.: 41.533.269 von RareEarth am 20.05.11 16:28:09

hat sich erledigt. hab mich da angemeldet - und funktioniert jetzt

[VirtualNormann]

Antwort auf Beitrag Nr.: 41.533.442 von RareEarth am 20.05.11 16:55:03

Es reicht, wenn man die URL kopiert und nochmal im Browser in der Adressleiste einfügt. Komisch, funktioniert aber.

[Fuenfvorzwoelf]

Gab´s die Meldung hier schon? Ich hoffe nicht, konnte nicht alle Beiträge verfolgen ...

http://www.emfis.de/global/global/nachrichten/beitrag/id/Chi…

China dreht weiter an der seltenen Erden Schraube, Molycorp & Co steigen

Peking 20.05.2011 (www.emfis.com) Die Bewegung in China im Bereich der seltenen Erden nimmt weiter konkrete Formen an.
Wie EMFIS bereits Ende März berichtet hatte, wurde die Steuer auf diesen Rohstoff mit Wirkung vom 01. April um bis zu 60 Yuan (9,15 USD) pro Tonne angehoben.
Diese Maßnahme hat mehrere Effekte. Einerseits geht es um eine Erhöhung der Kontrolle über seltene Erden und andererseits um die Zurückdrängung der Umweltschäden.
Einen großen Anteil an der Umweltzerstörung haben die vielen kleinen illegalen Minen. Diese hatte in der zurückliegenden Zeit etwa 10.000 Tonnen illegal außer Landes gebracht, so dass chinesische Zollbüro.
Mit der neuen Steuererhöhung, welche die Produktionskosten nach oben treiben, werden viele der kleineren Unternehmen in die Knie gezwungen und vom Markt verschwinden.
Mit der nun einhergehenden Konzentration auf weniger Unternehmen, erhält die Regierung eine bessere und gewollte Kontrolle über diesen Rohstoffbereich und eine bessere Überwachung der Einhaltung von Umweltstandards. Die Maßnahme gehört zur Etablierung rein staatlich kontrollierter Bergbauunternehmen.
Bereits Anfang Februar hatte darüber die staatliche Nachrichtenagentur Xinhua, Bezug nehmend auf das Ministerium für Land und Ressourcen, berichtet. Diese Unternehmen werden sich vor allem in den Provinzen Jiangxi, auf einer Fläche von 2.500 km², und Sichuan, auf einer Fläche von 460 km², konzentrieren. Allein in Jiangxi rechnet man mit einem Vorkommen von seltenen Erden mit einem Volumen von 760.000 Tonnen.

Konzentration auf drei Unternehmen

Laut einem Bericht von Dow Jones Newswires, will China in den kommenden zwei Jahren den Bergbau bei schweren Seltenen Erden zu 80 Prozent in der Hand von drei Gesellschaften zusammenführen. Dazu sollen die China Nonferrous Metal Mining Group Corp und China Minmetals Group Corp gehören.
Untersagt wurden Genehmigungen neuer Projekte für die Trennung von Seltenen Erden. Auch die Vergabe neuer Lizenzen für die Exploration und den Bergbau von Seltenen Erden, aber auch Wolfram und Antimon, werden vor dem 30. Juni 2012 nicht mehr erteilt. Ebenfalls untersagt ist Ausweitung der Kapazitäten bestehender Anlagen.

Taiwan hat Probleme

Die restriktiven Maßnahmen bekommt inzwischen Taiwan hautnah zu spüren. So führte vor kurzem der Berater des taiwanesischen Wirtschaftsministeriums, Hou Kuan-chih, Gespräche in China, um direkte Kooperationsmöglichkeiten mit Produzenten der seltenen Erden auszuloten.
Vor allem die massive Preissteigerung macht der Insel mit seinen Hochtechnologien und petrochemischen Sektoren zu schaffen. Wurden 2004 noch zwischen 4.000 und 5.000 Tonnen an seltenen Erden importiert, viel (vallen, viel, gevallen ) das Volumen im vergangenen Jahr auf 1.000 bis 2.000 Tonnen.
Allein der Preis für Praseodymium Oxide stieg von 80.000 Yuan pro Tonne im Jahr 2009, auf inzwischen 600.000 Yuan.

Von solchen Nachrichten profitieren im Allgemeinen die Aktien entsprechender Werte. Einer davon ist die Molycorp Inc. Der Wert hatte seit Anfang Mai erheblich Federn lassen müssen. Gestern konnte er sich aber versöhnlich mit einem Plus von 3,7 Prozent auf 60,51 US Dollar aus dem US- Handel verabschieden.
Die Arafura Resources ging heute mit einem Plus von 1,4 Prozent auf 1,11 AUD aus dem australischen Handel. Auch der Wert war in den letzten Wochen stark gebeutelt. Lynas Corp konnte seinen Aufwärtstrend mit 0,44 Prozent auf ein Vierwochenhoch von 2,27 AUD fortsetzen.

[bunnyhill]

Beitrag von Dr. Siebholz zur Angebots-/Nachfragesituation von REE

http://www.goldseiten.de/content/diverses/artikel.php?storyi…

[Fuenfvorzwoelf]

Antwort auf Beitrag Nr.: 41.536.350 von bunnyhill am 21.05.11 12:25:38

Danke! Lesenswert! Sehr schlau!

[fuger48]

Auaaaaaaaaaaaaaaaaaaaah!

2,18 AUD
-0,11 AUD
-4,80 %

[JoJo49]

Zitat von fuger48: Auaaaaaaaaaaaaaaaaaaaah!

2,18 AUD
-0,11 AUD
-4,80 %

Die Börse ist halt auch bei solch einem Wert wie Lynas mit ihrem gewaltigen Zukunftspotential keine Einbahnstrasse und das einfach nur aus einem Grund weil durch Gewinnmitnahmen noch keiner arm geworden ist.

LYC Lynas Corporation Limited
May 2011
23rd Investor Presentation May 2011
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=635341


Rare Earths
WE TOUCH THEM EVERYDAY

Investor Presentation
May 2011

...

Insbesondere ist IMHO in diesem Bericht hervorzuheben, zusätzlich zu den Fortschritten auf der Lamp ersichtlich aus den Beschreibungen und Bildern, die Seite 28 weil damit Lynas seine Hausaufgeben zum Thema Thorium bereits in Zusammenarbeit mit DoE und AELB in Malaysia erarbeitet hat:
Approval for on-site storage received, however
applications for synthetic mineral products are
identified and development work is underway.

SYNTHETIC MINERAL PRODUCTS

...

@ eine erfolgreiche Woche


Grüsse JoJo

[JoJo49]

http://www.lynascorp.com/page.asp?category_id=1&page_id=25
23/05/11
Av. Mt Weld Composition 168.30 US$/kg on an FOB China basis.

http://seekingalpha.com/article/270969-rare-earth-stocks-not…
Rare Earth Stocks Not Reflecting Supply Demand Constraints

by: Jeb Handwerger May 20, 2011

The prices of rare earth oxides are blasting through the stratosphere. Manufacturers are driving prices in their haste to involve the materials in production of hybrid vehicles, wind turbines, and the most high tech applications of which many sophisticated investors are unaware. These producers need the rare earth ore and are willing to pay for it on the world markets.

China (FXI) has the right stuff, but are claiming -- perhaps rightfully -- that they need the materials for themselves. In fact, they are in the forefront of venturing abroad to take over promising heavy rare earth mines all over the world. Do not forget China’s bid to control Lynas (LYSCF.PK) in 2009. America once commandeered this mining area, but over the years, China co-opted it and became the world leaders, supplying over 97% of the world’s rare earth supply. North America and Europe need to move fast to develop their own supplies.

One of the great demands for rare earths is coming from manufacturers of hybrid cars. Toyota (TM) and Honda (HMC), in order to produce these fuel efficient vehicles, require a large amount of rare earths in each automobile. Toyota has raised the price of the Prius, which is no surprise as each one uses at least 1kg of neodymium which has recently soared in value. These new hybrid models are driving sales and one can be sure that the major manufacturers will gain supplies for several years to come.

Never has there been such a divergence between the price of the rare earth ores and the developing rare earth miners as there is now. The current commodity correction has caused the high flying rare earth sector (REMX) to plunge. I believe we are currently seeing a transition of ownership from weak holders on margin to strong holders with cash who are buying these world class heavy rare assets for pennies on the dollar. Many of the rare earth stocks such as Avalon (AVL), Rare Earth Elements (REE), and Molycorp (MCP) are down more than 30% from their highs. This is quite normal for highly speculative mining investments.

We may begin to see a race to control these heavy rare earth assets in mining friendly jurisdictions while this divergence exists between the price of ore and the mining shares. These manufacturers -- through the support of their governments -- will find available supply by strategic acquisitions and agreements. Personally, I am looking for the critical heavy rare earths outlined by the US Department Of Energy -- such as dysprosium, terbium, and europium -- which are seeing critical supply constraints.

The West is struggling to gain supply for the next few years and some of the undiscovered gems with the crucial heavy rare earths will not last long at these price levels. Molycorp had better move fast to gain assets before people realize that their Mountain Pass deposit does not contain the critical heavy rare earths, just the light rare earths which Goldman Sachs recently revealed there may be a surplus of. Not all mines are created equal.

It is important for investors to realize that companies in the rare earth sector are advancing rapidly in developing projects all over the world. Prominent among them is Lynas Corporation -- an Australian entity in which Japanese interests have taken large positions. They announced the establishment of a proposed production plant in Malaysia and insist they are still on target for commencing production by September 2011. Malaysian environmentalists are protesting this as they remember being badly burned by Mitsubishi, which left Malaysia holding a radioactive bag after producing rare earths.

Lynas management is assembling a panel of experts from all over the world to calm Malaysian fears and at the same time prevent any unfortunate reoccurrence. Lynas welcomes the one month review to ensure the project is safe and presents no danger to the workers. Lynas also hopes to have its Australia Mt. Weld project up and running. Japan (EWJ) is so desperate to obtain product for their high tech industries on which their economic survival is based, it has bankrolled the building of this project. Lynas is hoping to transport the ore from Australia to Malaysia for processing. This contract was signed by both sides in September 2008.

Little noticed is the acquisition by Lynas of a large rare earth deposit in Malawi, Africa. They have the approval of the Malawi government to commence development of this major project. Interestingly, the deposit has extremely low natural radiation levels, unusual for a rare earth deposit.



Lynas appears to be reaching extremely oversold levels and long term support. This is an area in which we have seen major reversals higher. I am confident about the progress of the facility in Malaysia and believe Lynas will truly be the first miner to the market outside of China. It is on sale and should hit our short term targets shortly.

The rare earth supply constraint continues to elevate prices sharply both inside and outside of China. Investors will not be asking much longer why rare earth mining stocks aren't moving in tandem. I believe we will see major gains in the second half of 2011 in these stocks and a large amount of strategic acquisitions by end users.

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 41.542.341 von JoJo49 am 23.05.11 14:43:55

Wer immer noch nicht davon überzeugt ist das sehr profisionel für eine Verzögerung der LAMP von Lynas in Malaysia gearbeitet mit zum Teil den unsinnigesten Behauptungen, sollten sich IMHO genaustens den folgenden Artikel durchlesen.

Danach müßten alle REE-Minen und REO-Produktionsstätten sofort geschlossen werden um die Menscheit durch eine weltweite Thoriumverseuchung zu Land, Meer und Luft zu schützen.

Allerdings findet man auch keinen Hinweis, dass danach weltweit die Menscheit ins frühe Industriezeitalter zurückfallen würde.


Grüsse JoJo

http://www.malaysiakini.com/letters/164870

Lynas plant rushed ahead before radiation study


SM Mohamed Idris
May 23, 11
1:46pm


The Lynas plant in Kuantan is unravelling into a nightmare. The lanthamide concentrates (rare earths) from Australia that Lynas will import into Malaysia contain thorium AND uranium, which suggests the processing in Kuantan will produce massive amount of radioactive wastes.

Further, there appears to be a serious disconnect in the entire review process of the Lynas plant. There seems to be two separate approval processes i.e. the Environmental Impact Assessment (EIA) under the DOE (Department of Environment) within the Ministry of Natural Resources and Environment(MNRE), and the Radiological Impact Assessment (RIA) under the Atomic Energy Licensing Board (AELB) within the MOSTI (Ministry of Science, Technology and Innovation).

Unknown to the public the poorly done Preliminary Environmental Impact Assessment (PEIA) for Lynas does not cover the radiation and health concerns. In fact, the PEIA does not explicitly mention the exclusion of radiation aspects from the scope of the EIA in its Introduction. Instead, the exclusion is specifically mentioned only in the later chapters e.g. in Chapter 8 on 'Summary and Conclusion' (page 8-13).

In addition, the PEIA mentions a Radiological Impact Assessment (RIA) but not in a clear manner. For example, in Chapter 2 of the PEIA, it states that, “The Malaysian Nuclear Agency [MNA], the radiological consultants appointed by Lynas are presently in the midst of determining radiation safety issues pertaining to lanthamide concentrate storage, handling and transport.”

At the end of Chapter 3, the PEIA states for the first time that wastes produced in the plant operations are radioactive and that their storage will be done according to the recommendations based on the MNA's 'Radiological Impact Assessment' carried out for the project (page 3-7).

The Lynas project was fast tracked for approval by the Pahang State DOE, within two or three weeks of submission. The DOE received the PEIA on Jan 21, 2008 and approved it in early February.

For such a complex project involving radiation hazards with a very vague waste management, storage and disposal proposal, the speedy approval raises serious questions.

This is especially when the PEIA was submitted and approved, the RIA on radiation safety issues was still in the process of being written by the MNA for submission to the AELB. In light of this, our concerns are as follows:

Firstly, how could the PEIA recommend the 'build' option (page 3-8) when the radiation safety issues have not been considered? How could the state DOE have approved the PEIA in such haste?

Note that in the PEIA, the waste management proposal is vague and inadequate. They include the following:
•the space for underground wastes storage cells is very limited due to the groundwater being extremely close to the surface;
•the ground is susceptible to subsidence as it is a former peat swamp area;
•the release of dangerous wastes into Sg Balok and subsequently into the sea;
•the dangerous and toxic radioactive wastes which are supposed to be carefully stored onsite in special ponds and storage cells but then schizophrenically proposed to be re-used as fertilisers, concrete, plasterboards, for roads, etc (page 5-58, 59).

Secondly, the fact that there is an RIA independent of the PEIA means that there are now two independent and parallel impact assessments in existence. This is setting a dangerous precedent in the entire review process.

Under Malaysia's environmental laws, the DoE is the primary coordinating authority on issues related to the environment and its impact on the well being of its citizens. The MNA and AELB are promoters of nuclear technology and this may give rise to conflicts of interests as MNA is the consultant that wrote the RIA for Lynas.

Thus, how effective will the DoE be in achieving its mandate to protect the environment and the well being of the people? How independent and autonomous is the DOE from the MNA-AELB?

Will DOE'S policies and decisions be subservient to the interests of the AELB? Will DoE have to relegate its role to the AELB in nuclear matters and issues related to radiation and its impacts? These questions have a crucial bearing on the credibility of the Lynas review process.

Thirdly, what is the RIA assessment and approval procedure under the AELB? While the general EIA process under the DOE is widely published and publicly available (e.g. on the DOE website), in comparison, the RIA process remains completely unknown and uncharted territory.

Which governmental agencies were on the RIA approval panel? What are the criteria for the RIA assessment? Why is the RIA or its contents not available for scrutiny by independent experts?

Fourthly, Lynas is required to apply to the AELB separate licences for siting, construction, importation of radioactive materials, onsite storage of radioactive wastes, temporary operation, and permanent operation. It is unclear if Lynas has all the licences to operate. AELB has said only siting and construction licences were approved.

Fifthly, the poorly done PEIA also lacks a proper socio-economic assessment. No costs-benefits assessment (CBA) was performed. The major reason given in the PEIA for the built option recommendation for the Lynas project is the large financial and economic benefits promised.

The lack of proper socio-economic analyses and CBA invalidates the recommended built option. For example, what are the values assigned for people's health, tourism, fisheries and other industries in the area and what happens when these are affected by the Lynas project?
One should also consider examples of the long-term health impacts of the Asian Rare Earth case in Perak, and the rare earths industry in China.

These are critical issues that need to be addressed concerning the Lynas project. Given the above, CAP and SAM recommend that:
•The Lynas project be stopped in order to address the issues, including the Wastes Management Plan, which an Australian mining expert reported as being 'yet to be disclosed by Lynas';
•A transparent, integrated assessment be done for projects requiring both EIA and RIA. This would prevent a PEIA or DEIA (detailed EIA) being approved while not knowing the full radiological safety impacts in an RIA;
•A DEIA be legally required for any project that requires an RIA, thus ensuring a more thorough review process. This is only logical, considering less hazardous activities require detailed environmental impact assessments. Further, unlike a PEIA, a DEIA makes public participation mandatory;
•Proper socio-economic analyses be a requirement for all EIAs, whether preliminary or detailed;
•Politicians (state and federal) should not make claims that controversial projects are safe as unqualified political endorsements make the project approval process political, very biased and dangerous.
SM Mohamed Idris is president of Consumers Association of Penang and Sahabat Alam Malaysia

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

[JoJo49]

Antwort auf Beitrag Nr.: 41.542.469 von JoJo49 am 23.05.11 15:03:03

Zu allem kommen immer wieder noch einige Einwände aus Australien.

Da frage ich mich immer wieder wie weltweit eine Versorgung von REO außerhalb Chinas, die bekanntlich bald kpl. den Expoert von REO einstellen könnten, stattfinden soll und was nun mit Minen, Explorern und Firmen in Australien, die gerade dort am Meer eine Produktionswerk bauen wollen und einen wesentlich höheren Thoriumanteil im Deposit haben, so wie auch in den USA, Kanada usw. jemals eine Genehmigung für die Eröffnung ihrer Minen, Transporte und Produktioswerke erlangen wollen?

Dazu und zu den weiteren Folgen schweigen sich diese Organisationen und Gruppen sowie die Umweltverbände kpl. aus.

Dazu fragt man sich IMHO immer wieder wer oder was tatsächlich dahinter steht.

Will man villeicht die REO-Preise weiter in die Höhe treiben und/oder den Frondranner in Sachen REO-Produzent außerhalb Chinas ausbremsen damit für ihre zuküntigen Pruduzenten auf dem Weltmarkt noch Margen zu hohen Preisen noch sichern zu können...?

Ist die Konkurenz wirklich so naiv und kurzsichtig und bedenkt nicht, dass sie bei allem schlafende Hunde in Bezug auf ihren wesentlich höheren Thoriumanteil in Ihren Depositen geweckt haben und der Schuss gewaltig nach hinten losgehen kann/wird??


Grüsse JoJo

http://www.abc.net.au/news/stories/2011/05/22/3223501.htm?se…
Greens call for ban on exports of low-level radioactive material from Fremantle

Updated Sun May 22, 2011 1:35pm AEST

The WA Greens have called for the transportation of low-level radioactive material through Fremantle Port to be stopped.

The Australian mining company Lynas has been transporting Thorium to Malaysia but there is growing fear amongst Malaysians that the company will build a toxic waste site there.

Greens MP Robin Chapple says the material should not be transported through the Perth metropolitan area.

"I don't think that in bags, similar to the ones used by Magellan, it should be being exported out through a port and a road system which travels through the metropolitan area," Mr Chapple said.

"We should have stripped the material out here in Western Australia, returned it to the pit and not exported it to Malaysia where it becomes a problem for the Malaysian people.

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

[spitze321]

http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=635341

[mintelo]

Antwort auf Beitrag Nr.: 41.544.501 von spitze321 am 23.05.11 19:57:03

Der Zugang ohne Login:
http://www.asx.com.au/asxpdf/20110523/pdf/41ysrf6x89gmtc.pdf

[mintelo]

Es ist die neueste Unternehmens-Präsentation

Zitat von mintelo: Der Zugang ohne Login:
http://www.asx.com.au/asxpdf/20110523/pdf/41ysrf6x89gmtc.pdf

[sliceanddice]

Antwort auf Beitrag Nr.: 41.542.925 von JoJo49 am 23.05.11 15:54:33

Dazu fragt man sich IMHO immer wieder wer oder was tatsächlich dahinter steht.

Die Frage unterstellt, dass das alles einem koordinierenden Willen unterliegt, der geschickt die vorgetragenen Interessen steuert und das Ganze einem übergeordneten, für uns nicht erkennbaren, Ziel zuführt.

Das ist aber mit Sicherheit nicht der Fall. Es regiert das Nimby-Prinzip und es werden ideologische Standpunkte vertreten. "Hauptsache nicht bei mir, wo und wie sonst ist mir egal".
Da ist diskutieren und überzeugen sinnlos. Da muss von Regierungsseite entschieden werden. Pro Forma kann man da auch noch ein paar ausländische Experten befragen. Das wird aber nie dazu führen, dass die Risikolage anschließend von allen nur noch sachlich beurteilt wird und es nach der Vorlage des Berichts keinen Widerstand mehr gibt.

Kann man aber auch positiv sehen, die Vergangenheit zeigt ja, dass ohne Widerstand der Umweltschutz nicht wirklich ernst genommen wird. Nur zur kompletten Lähmung darf das nicht führen.

Slice

[JoJo49]

Zitat von sliceanddice: Dazu fragt man sich IMHO immer wieder wer oder was tatsächlich dahinter steht.

Die Frage unterstellt, dass das alles einem koordinierenden Willen unterliegt, der geschickt die vorgetragenen Interessen steuert und das Ganze einem übergeordneten, für uns nicht erkennbaren, Ziel zuführt.

Das ist aber mit Sicherheit nicht der Fall. Es regiert das Nimby-Prinzip und es werden ideologische Standpunkte vertreten. "Hauptsache nicht bei mir, wo und wie sonst ist mir egal".
Da ist diskutieren und überzeugen sinnlos. Da muss von Regierungsseite entschieden werden. Pro Forma kann man da auch noch ein paar ausländische Experten befragen. Das wird aber nie dazu führen, dass die Risikolage anschließend von allen nur noch sachlich beurteilt wird und es nach der Vorlage des Berichts keinen Widerstand mehr gibt.

Kann man aber auch positiv sehen, die Vergangenheit zeigt ja, dass ohne Widerstand der Umweltschutz nicht wirklich ernst genommen wird. Nur zur kompletten Lähmung darf das nicht führen.

Slice

Wenn man das Thema Thorium im Deposit von Lynas in Bezug auf die LAMP und die dabei aufkommenden Fragen längerfristig betrachtet müßte man IMHO auf eine andere Schlussfolgerung kommen.

Lynas hat informiert und ist bereits im Jahre 2009 auf Anfragen usw. eingegangen und hat ausführlich informiert wie man aus dem folgenden Artikel ersehen kann.
http://writestreet.wordpress.com/page/2/
July 31, 2009

Response from Lynas

Dear Writestreet,

...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

Im Anfang 2011 wurde das Thema durch die New York Times in mehreren Veröffentlichungen wieder aufgerollt ohne in nur irgendeiner Form auf REE-Explorer/Firmen in den USA, Kanada usw. hinzuweisen die einen wesentlich höheren Thoriumanteil in ihren Deposit haben.

Kurz danach sind einige Gruppen in Malaysia vor Ort, wie u.a. die Oposition, auf Grundlage dieser Veröffentlichungen aktiiv geworden und haben angefangen profisionel, organsiert gegen die LAMP zu protestieren.

Obwohl diese Gruppe bisher nur einige tausend Menschen vor Ort aktivieren konnte wurde bisher durch faßt tägliche Veröffentlichungen mit immer mehr Einwänden und organisierten Demos sehr viel finanzieller Aufwand getrieben.
Siehe: http://www.themalaysianinsider.com/search/tag/lynas
Tag results for Lynas

...
...



Da fragt man sich schon was diese Menschen treibt so viel finanziellen Aufwand und Zeit gegen IMHO aussichtlose Sache einzusetzen weil sich ihre Einwände und Behauptungen auf Grund der Faktenlage mit der Zeit in Luft auflösen müssen?

Oder kann es sein das diese Gruppen fremd finanziert werden und für ihre Zeitaufwendungen und ihren Einsatz mehr als entschädigt werden u.a. durch die Einbindung der pol.Oposition usw. denn u.a. liegt, wie wir alle wissen, New York nicht in Malaysia.

Wie wir auch alle wissen sollten wird Lynas, wenn ihre LAMP pünklich wie geplant im 3.Quartal 2011 in Produktion gehen sollte, allein die nächsten Jahre vom weiter steigenden REO-Preis überproportional profitieren.

Da stellt sich IMHO doch Fragen, wie u.a., wer wird durch eine Produktionsverzögerung profitieren - oder??

Malaysia mit den ganzen Zulieferanten für die LAMP, die in einem Industriegebiet erstellt wird, die für Lynas die kpl. Infrastruktur stellt, wie u.a. die Chemieliferanten vor Ort, jedenfalls nicht, ganz zu schweigen vom Imageverlust, die alle ausländischen Investoren zukünftig abschrecken wird.

Allein aus diesem Grund bin ich mir sicher, dass die malaysische Regierung, wenn überhaupt, keine nenneswerte Verzögerung zulassen wird.

REO-Preis: http://www.asianmetal.com/price/initPriceListEn.am?priceFlag…

http://www.reuters.com/article/2011/05/23/china-rareearths-i…
China April rare earth exports down 53 pct y/y, values top $120,000/t


By Tom Miles

BEIJING | Mon May 23, 2011 8:03am EDT

BEIJING May 23 (Reuters) - China's exports of rare earths fell by more than half in April from a year previously, detailed Customs data showed on Monday, despite headline official data that indicated a rise of 46 percent.

...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

http://energychinaforum.com/news/50064.shtml

『 China Plans 220,000 EV Charge Points and 2,351 Battery Switch Stations 』 [2011-4-28]

...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

Der folgende Artikel ist bezogen auf den REO-Export durch China ja ganz interessant, allerdings sollte man IMHO auch darauf achten wer dort beworben wir und den Hinweis am Schluss beachten.


Grüsse JoJo


http://www.goldinvest.de/index.php/neue-daten-zeigen-dass-di…
Neue Daten zeigen, dass die chinesischen Seltene Erden-Exporte um 53% fielen

Geschrieben von Björn Junker• 24. Mai 2011

Detaillierte Daten des chinesischen Zolls zeigen: Die Exporte so genannter Seltener Erden aus dem Reich der Mitte fielen im April gegenüber dem Vorjahr um mehr als die Hälfte – und das obwohl andere offizielle Daten auf einen Anstieg der Ausfuhren um 46% hindeuteten.


...

[JoJo49]

http://www.utilityproducts.com/news/2011/05/1422302578/lynas…
No ratings yet
Lynas: It's safe to transport rare earths

KUANTAN: Lynas Corporation, which is building a rare earth plant in Gebeng near here, said yesterday the rare earths mined at Mount Weld in Western Australia are safe to be transported by road, rail and sea.

The Australian Environmental Protection Authority (EPA) had in June 2009 granted Lynas approval for safe transport of rare earths from the Mount Weld mine to the Fremantle Port in Australia, it said in a statement to the New Straits Times.

"The EPA concluded that there was no radiation risk to public health or to the environment. Lynas is also confident that its processes and procedures will continue to meet all regulations and are completely safe."

The company said some statements made recently by political and special interest groups were inaccurate and misleading.

It claimed that the Mount Weld rare earths concentrate was not classified as dangerous goods by the criteria of the Australian Dangerous Goods Code for transport by road or rail, and was not classified as dangerous goods for transport by sea under the International Maritime Dangerous Goods Code 2006.

"The Lynas rare earths concentrate has been irresponsibly compared with the Magellan Metals' lead carbonate concentrate. There can be no comparison between the two," it said, referring to the decision by the Australian authorities to stop the export of Magellan's raw materials from Australia because of a lead scare early this year.

In terms of thorium levels, Lynas said the statements made by two Australian politicians - Lynn McLaren and Robin Chapple - recently represented a personal, political point of view and contained a number of factual and scientific inaccuracies.

"The Mount Weld rare earths concentrate is not considered as a radioactive material. The levels of the naturally occurring thorium are so low in the concentrate that the material is not regulated for transport as classified by the criteria of the Australian Code of Practice for the Safe Transport of Radioactive Material 2001 and not regulated for transport as classified by the International Atomic Energy Agency's Safe Transport of Radioactive Material regulations."

On the Lynas Advanced Materials Plant being constructed in Gebeng, the company said the Radiological Impact Assessment completed by Nuclear Malaysia on the storage of the residues showed that they were safe and posed no risk to the public.

However, Lynas has taken additional safety steps by planning to place the residues in specially-designed storage cells to prevent any leakage into the environment.

"These storage cells are monitored and regulated by both Lynas and Malaysia's Atomic Energy Licensing Board (AELB) to ensure full compliance."

Lynas is also subjected to strict conditions by the AELB and it must obtain a decommissioning licence, which includes the safe storage of any of the remaining residues.

"Lynas has also agreed to place funds with the Malaysian government to ensure safe management of any remaining residues as required by the AELB."

Lynas began its education effort in Kuantan in 2009 with a series of public briefings and they can be viewed at www.facebook.com/lynasmalaysia.

"We continue to engage the public through social media, answering very specific questions about the plant. Furthermore, Lynas welcomes the appointment of an independent panel currently studying our plans for the plant in Kuantan."

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

http://seekingalpha.com/article/271394-why-goldman-sachs-is-…
Why Goldman Sachs Is Dead Wrong on Rare Earths
12 comments | by: Matthew Smith May 23, 2011 | about: AVL, GWMGF.PK, LYSCF.PK, MCP, QSURD.PK, STZYF.PK

...
The application for the $280 million government loan was rejected last year, a company spokesman said, because the Department of Energy did not want to finance mining. Since then, Molycorp retooled the paperwork to emphasize that it will try to move into advanced ore processing and even manufactured products such as industrial magnets.

During the nine months ended Sept. 30, Molycorp recorded revenues of $13.2 million from processing rocks mined before the shutdown. This produced a net loss of $41.3 million, half of it coming from stock-based compensations that were part of the public offering.

In two years, when it's fully operational, the mine will 19,000 metric tons of rare earths a year compared with 2,000 now. If sales support it, the plant could be expanded to a capacity of 40,000 tons.

Although the mine is Molycorp's only property, Smith has kept the headquarters in Greenwood Village, Colo., to remain close to the concentration of natural resource companies in nearby Denver.


Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Wenn man den folgenden Artikel zu MCP ließt und die Faktenlage auf Grund des aktuellen Stands berücksichtigt dann fragt man sich wirklich wie MCP es schaffen will in zwei Jahren, mit der von MCP angekündigten Produktmarge, einen Neubeginn als Produzent von REO zu schaffen.
Keinerlei Hinweis auf die Vergangenheit im Vergleich mit Lynas in Bezug mit ihrem wesentlich höheren Thoriumnanteil im Deposit und die Probleme die sich schon 1998 durch Unfälle herausgestellt haben und das bei den heutigen strengeren Umweltvorschriften und den starken Umweltverbänden in den USA.

Darüber hat sich natürlich auch die New York Times in Ihrem Bericht zu den gefährlichen Thoriumanteilen im Deposit von Lynas ausgeschwiegen.

Allerdings wenn einmal die Pläne für die Neueröffnung zur Genehmigung vorgelegt werden müssen wird IMHO dieses Thema auch in den USA wieder hochkommen.

Alles im allen wäre es für mich da schon ein Wunder wenn MCP den Zeitrahmen für ihre angekündigte neue Produktionsanlage auch nur annähert einhalten würden.

Grüsse JoJo

http://www.lvrj.com/business/molycorp-mine-near-primm-set-fo…
Molycorp mine near Primm set for revival

...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

[JoJo49]

Antwort auf Beitrag Nr.: 41.547.617 von JoJo49 am 24.05.11 12:15:51

...noch ein paar Infos, Buchempfehlungen usw. zum Thema:

1. ein Auszug aus dem Lehrbuch der anorganischen Chemie
Die Übersetzung ist zwar nicht ganz Fehlerfrei allerdings IMHO dennoch sehr infotmativ.
http://www.ebooksread.com/authors-eng/karl-andreas-hofmann/l…

2. Eine Übersicht: Die Vorräte der Welt -
Wo Seltene Erdoxide vorkommen (in Millionen Tonnen)
http://www.greenpeace-magazin.de/fileadmin/user_upload/Wieso…

3. Ein Artikel aus Finanz und Wirtschaft aus der Samstagsausgabe vom Nov. 2010
http://www.ree-fund.com/2010_11.20_F_W___Artikel_L.Krull_2.p…
...
Auszug: Umwelt berücksichtigen

Die grösste Herausforderung für Bergbauund
Metallurgiekonzerne heute ist, ausserhalb
Chinas wirtschaftlich ausbeutbare
Lagerstätten an schweren seltenen Erden
zu finden. Damit sich ein Vorkommen
wirtschaftlich nutzen lässt, müssen zum
einen günstige mineralogische Rahmenbedingungen
gegeben sein. Zum anderen
muss es realistische Werte für Gehalt und
Menge an ausbeutbaren REE aufweisen.
Eine Voraussetzung sind zudem kosteneffiziente
Abbau- und Aufbereitungsverfahren.
Und nicht zuletzt darf der Gehalt
an Thorium, Uran und anderen Verunreinigungen
gewisse Schwellenwerte
nicht überschreiten, damit die Belastung
für die Umwelt tragbar bleibt.


In Mineralien gefangen


Für Diamantvorkommen hilft die Grössen-
Häufigkeitsverteilung, für den Goldabbau
der Erzgrad verbunden mit einer
konventionellen mineralogischen Analyse
sowie den Erfahrungen aus standardisierten
Aufbereitungsverfahren, das wirtschaftliche
Potenzial eines Projekts abzuschätzen.
Die im Bereich seltene Erden
verwendete Kennziffer TREO (Total Rare
Earth Oxydes) hingegen – sie gibt den
Gehalt
sämtlicher in einer Gesteinsprobe
enthaltener Seltene-Erden-Oxide
an – bezieht sich auf einen ganzen Korb
von Elementen und gibt allein deshalb
keinen Aufschluss über das wirtschaftliche
Potenzial des Vorkommens.
Zudem kann der TREO-Wert vielfältige
gesteinsbildende Mineralien und
Nebengesteine umfassen; die REE sind
also nicht in einem bestimmten Mineral
konzentriert, sondern in einer Vielzahl
davon
eingebettet. Allfällige Aussagen zur
Wirtschaftlichkeit eines Projekts setzen
angesichts dieser Komplexität deshalb
eine gründliche vorangehende Mikroanalyse
voraus.
Die Wirtschaftlichkeit des Abbaus
hängt in hohem Mass von den mineralogischen
Gegebenheiten der Lagerstätte
ab.

...

4. Ein Bericht zu den
Umweltbedenken führt zu eingeschränkter Gewinnung von Seltenen Erden

2011-03-01 10:45:52 cri

...
...

übersetzt und Gesprochen von Xi Jing

http://german.cri.cn/1833/2011/03/01/1s152849.htm



Grüsse JoJo

[howards2014]

Was können wir von der IAEA Kommission erwarten? Eigentlich nicht allzu viel Gutes, denn es ist die satzungsgemäße Aufgabe dieser Organisation die friedliche Anwendung der Kernenergie in all ihren Facetten zu fördern. Warum sollte die Kommission bei der Lagerung und eventuellen Verwendung von radioaktiven Abfällen für die Produktion von Rohstoffen für alternative Energien zu einem positiven Ergebnis gelangen? Würde sie im Gegenteil gegen ihren satzungsgemäßen Auftrag verstoßen?

siehe hier, Auszug aus der Satzung

Article III
Functions
A. The Agency is authorized:

(1) To encourage and assist research on, and development and practical application of, atomic energy for peaceful uses throughout the world; and, if requested to do so, to act as an intermediary for the purposes of securing the performance of services or the supplying of materials, equipment, or facilities by one member of the Agency for another; and to perform any operation or service useful in research on, or development or practical application of, atomic energy for peaceful purposes;

(2) To make provision, in accordance with this Statute, for materials, services, equipment, and facilities to meet the needs of research on, and development and practical application of, atomic energy for peaceful purposes, including the production of electric power, with due consideration for the needs of the under-developed areas of the world;


Zitatende

Glückauf
RMIN

[JoJo49]

Antwort auf Beitrag Nr.: 41.550.303 von howards2014 am 24.05.11 18:42:43

Wenn schon denn schon ...

Die kpl. Satzung der IAEO
http://www.iaea.org/About/statute_text.html

und

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

sowie in Deusch als PDF-Datei: http://www.iaea.org/Publications/Factsheets/German/iaea-prim…


Grüsse JoJo

[JoJo49]

http://www.ad-hoc-news.de/usmma-testifies-before-congress-on…
USMMA Testifies Before Congress on Rare Earth Supply Chain Security

24.05.11 | 19:01 Uhr

Earlier today, USMMA President Ed Richardson testified as an expert witness before the U.S. House of Representatives Natural Resources Subcommittee on Energy and Mineral Resources. The committee held a hearing to examine the impact of foreign market disruptions on U.S. domestic supplies of, and demand for, strategic and critical minerals, including rare earth materials. The United States Magnetic Materials Association (?USMMA?), a trade association dedicated to restoring a competitive, secure, end-to-end rare earth supply chain of rare earth permanent magnets applauds Chairman Doug Lamborn (R-CO) and Ranking Member Rush Holt (D-NJ) for their efforts in this key area.
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

Video: http://wn.com/Lynas_Corporation_ASXLYC_VP_Business_Developme…

http://www.minenportal.de/artikel.php?sid=14582
Lynas Corp.: heftiger Gegenwind im Seltenen Erden-Projekt



http://www.byroncapitalmarkets.com/wp-content/uploads/2011/0…
Rare Earth Elements


http://www.ga.gov.au/image_cache/GA11421.pdf
A Review of the Geochemical
Processes Controlling the Distribution
of Thorium in the Earth’s Crust and
Australia’s Thorium Resources
...
Seite25

Mount Weld is a large, high-grade Y, Nb, Ta, P, Zr, Ti and REE resource in the regolith of a large
circular Proterozoic carbonatite, which intrudes Archaean greenstones of the Yilgarn craton (Duncan
and Willett, 1990). The deposit formed as a result of supergene enrichment processes in the deep
weathering profile of a large carbonatite complex. The weathered zone is rich in rare earth elements,
niobium and tantalum whereas the unweathered carbonatite at depth contains these elements in
lower amounts more typical of carbonatites. Long-term leaching and redeposition by groundwater is
the preferred model for rare earth enrichment (Lottermoser, 1990). The central zone of rare earth
mineralisation covers an area of one square kilometre of carbonatite regolith and varies
systematically in thickness and grade. The rare earths are contained in the form of secondary
monazite, which is particularly rich in light rare earth elements and the ‘typical’ thorium content is
reported to be about 600 ppm (Carr Boyd Minerals Limited, Mt Weld project promotion brochure,
April, 1991). The weathered monazite has only 0.07 weight % thorium and 0.003 weight % uranium.
Significant yttrium and heavy rare earth elements are contained in secondary churchite.
...
Googleübersetzt: http://translate.google.de/translate?hl=de&sl=en&u=http://ww…


Grüsse JoJo

[JoJo49]

http://stocknessmonster.com/news-history?S=LYC&E=ASX
LYC Lynas Corporation Limited
May 2011
26th Amendment - Investor Presentation May 2011

http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=635767
The mine is within the Central Lanthanide Deposit
(CLD), a Resource of 9.9 million tonnes at 10.7%
for 1.1 million tonnes of contained REO

CENTRAL LANTHANIDE DEPOSIT AND DUNCAN DEPOSIT RESOURCES

 Current reserves are 2.04Mt @15.2% TLNO
 Following further drilling, reserves are expected to
be updated late 2011 / early 2012
 Low Thorium content, 44ppm ThO2/1% REO


Grüsse JoJo

[Riesbroker]

http://www.bernama.com/bernama/v5/newsbusiness.php?id=589229

Mustapa: Expert Team's Finding On Construction Of Lynas Plant To Be Known By End-June

KUALA LUMPUR, May 26 (Bernama) -- The findings of the independent expert team on the health and safety aspects of the proposed rare earth processing plant in Gebeng, Pahang, is expected to be made known by end-June.

Minister of International Trade and Industry (MITI), Datuk Seri Mustapa Mohamed said the expert panel, would undertake a comprehensive review of the project as well as discussions with stakeholders.

The expert panel comprises four experts from the International Atomic Energy Agency (IAEA)and five external experts in the field.

"The expert panel will undertake the review from May 29-June 3," he told reporters after the MITI and its agencies monthly gathering here Thursday.

The scope of the expert panel's review embraces transport, radiation protection (occupational, public and environmental), safety assessment, waste management as well as decommissioning and environmental remediation.

Mustapa hoped that certain parties would not politicise the issue of the plant's construction until the findings are made known.

He also invited the public who had an opinion on the project to send their views via e-mail or write in to the ministry.

Construction of the RM700 million plant by Lynas Malaysia Sdn Bhd, a subsidiary of Lynas Corporation Australia, at the Gebeng Industrial site created a controversy following claims that it produced radiation which could harm public health.

Kann das mal jemand übersetzen. Vielen Dank

Gruß Riesbroker

[Guru_87]

Antwort auf Beitrag Nr.: 41.558.894 von Riesbroker am 26.05.11 09:25:41

Steht nix Neues drin. Prüfund der Anlage auf Umweltverträglichkeit bis Ende Juni durch IAEA und 5 andere unabhängige Experten. Öffentlichkeit kann Fragen per Mail etc.. schicken.
Bis alles abgeschlossen ist, sollen die Gegner "die Klappe" halten.

[JoJo49]

Zitat von Riesbroker: http://www.bernama.com/bernama/v5/newsbusiness.php?id=589229

Mustapa: Expert Team's Finding On Construction Of Lynas Plant To Be Known By End-June

KUALA LUMPUR, May 26 (Bernama) -- The findings of the independent expert team on the health and safety aspects of the proposed rare earth processing plant in Gebeng, Pahang, is expected to be made known by end-June.

Minister of International Trade and Industry (MITI), Datuk Seri Mustapa Mohamed said the expert panel, would undertake a comprehensive review of the project as well as discussions with stakeholders.

The expert panel comprises four experts from the International Atomic Energy Agency (IAEA)and five external experts in the field.

"The expert panel will undertake the review from May 29-June 3," he told reporters after the MITI and its agencies monthly gathering here Thursday.

The scope of the expert panel's review embraces transport, radiation protection (occupational, public and environmental), safety assessment, waste management as well as decommissioning and environmental remediation.

Mustapa hoped that certain parties would not politicise the issue of the plant's construction until the findings are made known.

He also invited the public who had an opinion on the project to send their views via e-mail or write in to the ministry.

Construction of the RM700 million plant by Lynas Malaysia Sdn Bhd, a subsidiary of Lynas Corporation Australia, at the Gebeng Industrial site created a controversy following claims that it produced radiation which could harm public health.

Kann das mal jemand übersetzen. Vielen Dank

Gruß Riesbroker

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…



Grüsse JoJo

[JoJo49]

Ein Artikel mit teilweise hahnebüchenen Annahmen, Behautungen und Vergleichen die IMHO Angst schüren soll mit Behautungen das die meisten, wenn nicht alle, von der Internationalen Atomenergie-Organisation nicht wirklich unabhängig oder unparteiisch sind, weil sie alle für Pro-Atom-Kraft sind.
IMHO wird sich am Ende die MMA mit solchen Artikel/Behauptungen selber in´s Knie schießen, denn es geht im Fall Lynas ja nicht um die Atomkraft in irgendeiner Form wie bei AKWs/Nuklearantrieben/Aufbereitungsanlagen/Endlagern usw. sondern um die Produktion von REO die wichtigste Rohstoffgruppen die für die sogenannte Grüne Industrie nicht nur Lebenswichtig ist sondern die Unabhängigkeit von Exporten aus China erst garantiert und so Arbeitsplätze/Wohlstand für die weitere Zukunft usw. hier in unserer westlichen Industrieländer sichert und das schließt Malaysia mit ein wie das IMHO auch die malaysische Regierung sehen wird.


http://www.freemalaysiatoday.com/2011/05/26/a-minefield-of-t…
A minefield of toxic danger

May 26, 2011

MMA expresses its grave concern on the possible hazardous effects of the planned Lynas rare earth refinery project in Gebeng, Pahang.

...

Although we welcome the new high-powered expert panel (most, if not all, are from the International Atomic Energy Agency) to review the safety of the Lynas project, there remain many troubling uncertainties. We and the public also share the concern of CAP president SM Mohd Idris, that members of this expert panel may not be truly independent or impartial, because all of them appear to be pro-nuclear power and energy.

Potential minefield

There are no independent health, NGO and environmental experts who should have been included to provide balance and input on the most pressing problems with the Lynas project, that is its potential health effects and toxicity to residents and the environment, and how to meaningfully contain the inevitable waste.

...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

Da frage ich mich schon was solche Einwände/Berichte und Artikel auf zuküntige geplante REO-Projekte in den USA, Kanada, Australien usw. haben wird, die einen wesentliche höheren Anteil von Thorium sowie weitere sogenannte gefährliche, giftige und schädliche Stoffe in ihrem Deposit haben, wie das hier im Artikel zu der LAMP von Lynas unterstellt wird??

Grüsse JoJo

Zu MCP ein aktuelles Posting aus dem HC-Forum mit Link/Bericht: http://www.hotcopper.com.au/post_single.asp?fid=1&tid=146834…
...
The solution to pollution is dilution...

For those who follow Moly...

May 25.2011

Molycorp, Inc. (NYSE: MCP) is about to see even more shares come to the market. The company has filed with the SEC to sell up to an additional 11,500,000 shares. The offering would amount to nearly $700 million more for the market to absorb in stock. The proceeds from this sale are not going to help the company ramp up its key production site for rare earth elements. This is not going to fund more acquisitions. This is not even going to pay off debt. All of these shares are being sold by shareholders.

http://247wallst.com/2011/05/25/selling-the-bubble-more-insi…
Selling the Bubble: More Insiders Selling Out Molycorp (MCP)
Posted: May 25, 2011 at 7:37 am
...

Read more: Selling the Bubble: More Insiders Selling Out Molycorp (MCP) - 24/7 Wall St. http://247wallst.com/2011/05/25/selling-the-bubble-more-insi…

As many of us who follow Moly know that Moly is currently negotiating a low interest loan from the Department of Energy in the US $280m USD... The premise, the way I understand it, is that Moly considers rare earths to be strategic "national interest" issue... The idea is that the US (god forbid) can't get behind in this "race"...

I don't pretend to be Adam Smith, but doesn't this new issue strike as Capitalism at it's best? I am all for free market capitalism but when a company levers a false premise while waving the flag and humming "America the Beautiful", I have to take exception... This is a bunch of Bull ( can I say that )?... Oh yes,
almost forgot, JMHO...

--------------------------------------------------------------------------------
...

[JoJo49]

Antwort auf Beitrag Nr.: 41.559.619 von JoJo49 am 26.05.11 11:09:20

Zu Artikel A minefield of toxic danger
- http://www.freemalaysiatoday.com/2011/05/26/a-minefield-of-t…
eine zwar fachliches Posting eines Users aus dem HC-Forum zu Lynas: http://www.hotcopper.com.au/post_single.asp?fid=1&tid=146840…
...
Good pick up Scanspeak.
Whats that saying..if you cant sell the facts,dazzle em with BS.
The poor doctor isnt aware yet that of the 106 T of waste that he mentions..70 odd Ton will go to the Gypsum Industry..and the rest is already in negotiations with Commercial enterprises.
The water leach processing he mentions..the recycled water..as we have already been told by LYC..has been tested and as an analogy..goes in like tap water..comes out distilled..pure,cleaner.
Sorry Doc Quack..sorry mean Quek.
Had he been balanced in his statement..he would have explained the obvious...like everything thats in the ground..gold,diamonds,iron ore,oil,etc they all have different grades.
Some areas have Thorium with really high radiation levels,some medium,some low then really low.(being a doctor you would think he would give more time to Stop smokers who are making ten fold more radiation..its what causes the smokers cough,sticks the mucus to the throat and lungs).
Would have been nice where he mentions that Thorium emits alpha particles..he could have added..by the way they disintigrate on contact with oxygen (air).
Another red face eat humble pie victim...NEXTTTT.


Grüsse JoJo

[JoJo49]

Die Erfahrug eines Users aus dem HC-Forum zu den Protesten gegen die LAMP in Malaysia:

http://www.hotcopper.com.au/post_single.asp?fid=1&tid=146840…
...
Jaydog I've been witnessing the same phenomenon.
I got into a few discussions on some anti-Lynas facebook pages, calmly and politely putting forth the Lynas perspective.
I was shouted down, abused, called a "white devil", told to "f&%# off" repeatedly and that "we dont care what the IAEA review says, we want Lynas out!". They see no benefits from Lynas, show a lot of xenophobia, equate Lynas with Fukishima, think all companies and politicians are corrupt and have no interest in scientific data. Reasoning with them is not an option. Bear in mind this was an Anti-Lynas facebook page, I dont know how representative it is of wider community sentiment.
Overall the anti-Lynas groups appear very disorganized and disjointed, with a lot of in-fighting between the radicals, the moderates, and those with vested interests.

However, the government is obviously very keen on Lynas as they rightly should be. They seem to be doing their best to convince the Opposition and public of Lynas's safety and benefits. The Malaysian government suggested Gebeng and gave all the approvals. To shutdown the LAMP without strong reasons would have huge legal and economic consequences for Malaysia which is already seen as having a degree of sovereign risk. Also remember that Malaysia receives a lot of foreign aid from Japan, Australia, the USA, etc and that comes with strings attached.

Bottom line - it all comes down to the expert review findings. I'm confident that the IAEA will give us the green light but I'm still a little nervous, especially as I've lost some faith in Nic Curtis recently. I dont think the protestors have the organisational ability, scientific evidence or wider support to win their case, but I do expect some rocky, and perhaps violent, days ahead.

--------------------------------------------------------------------------------


CDU LYC PDN


--------------------------------------------------------------------------------

Warum? Der folgende Bericht/Forderung als PDF Datei ist IMHO u.a. eine Erklärung:
http://xa.yimg.com/kq/groups/17801713/244812963/name/What



@ ein schönes WE

Grüsse JoJo

[Jimmbo]

Wann steht den fest ob das LAMP in betrieb genommen werden kann oder nicht? Dachte Ende des Monats?

[JoJo49]

Zitat von Jimmbo: Wann steht den fest ob das LAMP in betrieb genommen werden kann oder nicht? Dachte Ende des Monats?

Deine Frage findest du auf faßt jeder Seite hier in den Postings beantwortet, allerdings eine Garantie kann dir keiner geben.

Leg dir doch einfach die folgende Seite von Lynas zu deinen Favoriten oder schau hier mehrmals wöchentlich rein, dann bleibst du auf dem laufenden und u.a. hat hier keiner auch nur irgendetwas gegen eine Beteiligung.
http://www.lynascorp.com/category.asp?category_id=2
Foundations for the Future

Click here http://www.brr.com.au/asx-profile/lycto view Lynas' Corporate Profile Video

THE LYNAS APPROACH

Lynas Corporation Ltd is an ASX 100 listed company, with the strategy to create a reliable, fully integrated source of Rare Earths from mine through to market, and to become the benchmark for the security of supply and environmental standards in the global Rare Earths industry.

The foundation of this strategy is Mount Weld in Western Australia, the richest known deposit of Rare Earths in the world, and a state-of-the-art Rare Earths processing plant, the Lynas Advanced Materials Plant (LAMP), currently under construction near Kuantan in Pahang, Malaysia. Production is scheduled for third quarter of 2011.

...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

Auf Grund der Faktenlage und auch weil das Interesse der malaysischen Regierung groß ist das die Lamp pünktlich in die Produktuion einsteigt, gehe ich trotz aller Proteste davon aus, dass es zu keiner nennenswerten Verzögerung kommen wird.

Allerdings sollte man IMHO auch wissen das der Produktionsprozess zum Anlauf bis zu drei Monaten dauern kann bis aus dem REE-Mixs der Aufbereitungsanlage bei der Av. Mt Weld Composition Mine von ca. 40% ...
http://www.lynascorp.com/page.asp?category_id=2&page_id=40
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

nach Anlieferung an die LAMP http://www.lynascorp.com/page.asp?category_id=2&page_id=41
Googleübersetzt: http://translate.googleusercontent.com/translate_c?hl=de&ie=…
Lynas Advanced Materials Plant

The first feed of concentrate into the kiln at the Lynas Advanced Materials Plant (“LAMP”) in Malaysia remains on schedule for the third quarter of 2011.

...REO mir einer Reinheit von 99% produziert ist.
http://www.lynascorp.com/page.asp?category_id=1&page_id=25
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

Nachschub gibt es für die ersten Produktionsjahre genug weil bereits an der REE vorsortiert 773.300 Tonnen Erz mit einem Durchschnittsgehalt von 15,4% gefördert wurden.
http://www.lynascorp.com/page.asp?category_id=2&page_id=3
Googleübersetzt: http://translate.googleusercontent.com/translate_c?hl=de&ie=…


Mount Weld, the richest known deposit of Rare Earths in the world.




Grüsse JoJo

[Optimist_]

http://www.themalaysianinsider.com/malaysia/article/lynas-of…

Lynas offered to fund waste management R&D in deal for licence


By Yow Hong Chieh
May 28, 2011

KUALA LUMPUR, May 27 — Australian mining giant Lynas Corp will set aside part of its earnings from its controversial processing plant in Gebeng to help Putrajaya sponsor research into how toxic rare earth can be disposed off safely, government sources have said.

A source told The Malaysian Insider that Lynas was asked to pay the government a “certain percentage” from its annual gross profit to undertake research and development on the management and disposal of radioactive waste or pay financial security.

Currently, rare earth waste products can only be buried, recycled or transmuted into non-radioactive material, although many small operations in China release toxic waste into the general water supply.

It is understood that the requirement was mooted as a condition of Lynas’ manufacturing licence by the Atomic Energy Licensing Board (AELB) during a meeting that also included representatives from the Malaysian Industrial Development Authority (Mida) and the Ministry of International Trade and Industry (MITI).

While the source stressed that AELB — and not Mida or MITI — had asked for the security, he insisted that the security should not construed as indemnity against potentially hazardous waste that may result from processing rare earths at the Lynas Advanced Materials Plant (LAMP) in Gebeng, Pahang.

“There’s no such thing as an indemnity fund,” the source said.

Lynas told The Malaysian Insider last week that it had deposited money with Putrajaya “to ensure safe management of any remaining residues as required by the AELB”.

However, the company did not elaborate on the deposit or disclose the sum paid to AELB, charged by the Science, Technology and Innovation Ministry to approve and monitor radioactive industries.

But AELB director-general Raja Abdul Aziz Raja Adnan was quick to deny that his agency had made the deposit a requirement.

“It’s got nothing to do with AELB. You got to check with Mida, check with MITI,” he told The Malaysian Insider.

Mida and MITI successfully pulled Lynas to set up shop here after China — the world’s biggest rare earths producer — closed its doors to foreign firms to maintain its 97 per cent chokehold on the global rare earths market.

Green groups here and in Australia have lobbied their respective governments to nix the project ahead of LAMP’s September start date, citing the company’s opaque plans on waste storage and transport management between the Mount Weld mine in Western Australia and the Gebeng refinery.

Lynas is among the world’s biggest suppliers of rare earths, a group of minerals vital in the manufacture of high technology goods that are ecologically friendly but create toxic by-products in the process.

The RM700 million LAMP is expected to be the world’s largest and most sophisticated upon completion.

[Lynasier]

Seltene Erden: Chinas Exporte im freien Fall


Seltene Erden: Chinas Exporte im freien FallChina lässt den Ankündigungen, die Ausfuhren an Seltenen Erden spürbar zu senken, Taten folgen. Die Reduzierung ist drastisch.
EMFIS.COM - Peking 30.05.2011 (www.emfis.com)

Kürzlich wurde bekannt, dass das „Reich der Mitte“ im April dieses Jahres lediglich 1.819 Tonnen Seltene Erden exportierte. Gegenüber dem Vergleichszeitraum des Vorjahres bedeutet dies einen Rückgang um sage und schreibe 53 Prozent und um 12,6 Prozent gegenüber dem Monat März 2011. Ganz offensichtlich macht Peking nunmehr ernst mit den bereits vor längerer Zeit in Aussicht gestellten Export-Reduzierung, diese begehrten Rohstoffe betreffen.

Anzeige
Jetzt mit Produkten der Société Générale in Rohstoffe investieren.


China ist „Quasi-Monopolist“ im Bereich Seltene Erden

Die Meldung ist insbesondere für die wenigen nichtchinesischen Seltene-Erden-Unternehmen tendenziell „bullisch“ zu werten, da das „Riesenreich“ im Bereich der „Rare Elements“ eine „Quasi-Monopolstellung“ innehat. Schließlich werden rund 97 Prozent des globalen Outputs an Seltenen Erden dem chinesischen Erdreich „abgerungen“. Obwohl die Preise für die meisten Metalle dieser Gattung teilweise bereits Schwindel erregende Höhen erreicht haben, hält sich das asiatische Land mit Verkäufen zunehmend zurück. Grund: In China werden immer mehr Hightech-Produkte wie beispielsweise hochwertige Elektronik oder Anlagen zur Gewinnung regenerativer Energien hergestellt, für die Seltene Erden unbedingt benötigt werden. Die Zeiten als „Werkbank der Welt“ für billige Plastik-Erzeugnisse scheinen also endgültig vorbei zu sein. Und da ein Ende dieser Entwicklung nicht abzusehen ist, muss damit gerechnet werden, dass sich das Reich der Mitte auch künftig mit Ausfuhren von Seltenen Erden zurückhalten wird.

Ungeachtet der Tatsache, dass der Bereich „Seltene Erden“ bereits außergewöhnlich gut gelaufen ist, kann nicht ausgeschlossen werden, dass die „Rallye“ noch ein bisschen weiterläuft, zumindest sofern die Weltwirtschaft nicht in eine neuerliche Rezession zurückfällt, wovon zur Stunde jedoch nicht auszugehen ist.

Gruß an alle Mitinvestieren
Lynasierin

[JoJo49]

LYC Lynas Corporation Limited
May 2011
30th Conditions Precedent Satisfied - Sojitz / JOGMEC Facilities

http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=636164
30 May 2011

Conditions Precedent Satisfied – Sojitz / JOGMEC Facilities


Lynas Corporation Limited (Lynas) (ASX:LYC, OTC:LYSDY) is pleased to announce that Lynas has today issued a Utilization Notice following satisfaction of the conditions precedent for drawdown of the following facilities which were announced on 30 March 2011:
• A loan facility (the Loan Facility) for US$225 million from a special purpose company (SPC) established by Sojitz Corporation (Sojitz) and the Japan, Oil, Gas and Metals National Corporation (JOGMEC); and
• The subscription by the SPC for US$25 million of new fully paid ordinary shares in Lynas (New Shares) at a price of A$2.12 per share (the Sojitz Placement).
The cash proceeds from the above facilities totalling US$250 million are expected to be received later this week. Proceeds of the Loan Facility and the Sojitz Placement will be used solely to fund the completion of Phase 2 of the Lynas Rare Earths Project, enabling the Company to increase planned production of rare earth oxides (REO) to 22,000tpa from the expected Phase 1 run-rate production of 11,000tpa. The New Shares issued under the Sojitz Placement will rank equally with existing shares. The New Shares are expected to be issued later this week.

...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

http://www.lynascorp.com/page.asp?category_id=1&page_id=25
What are their prices?


@ eine erfolgreiche Woche

Grüsse JoJo

[JoJo49]

http://www.themalaysianinsider.com/malaysia/article/iaea-pan…

IAEA panel indicates Lynas plant meets standards, says Ti
By Shannon Teoh
May 30, 2011


Rare earth samples are displayed beside a Geiger counter during a briefing on the Lynas refinery, April 6, 2011. — file pic

KUANTAN, May 30 — An international nuclear panel reviewing the controversial Lynas rare earth plant here have assured Kuantan MCA chief Datuk Ti Lian Ker that it is just one of many similar projects that can be safely regulated.

He told reporters after meeting the team of international experts led by the International Atomic Energy Agency (IAEA) that he had raised the question of radioactive pollution arising from other rare earth projects such as those in China.

“They said there are similar activities and industries with similar material content that has been regulated according to IAEA standards,” said Ti, who has been at the forefront of MCA’s call for a review of the project that was scheduled to begin operations in September.

The government had bowed to public pressure last month and put the project on ice pending the review by international experts.

The nine-man team is in Kuantan to meet local stakeholders over two days. According to Ti, the team has not yet visited the project site in the Gebeng industrial zone.

The MCA central committee member also said that the panel should be given “the benefit of the doubt” to prepare its report that will be submitted to the government by the end of June.

“In the end, it is the government who will make the decision and take full responsibility,” he said.

Despite the government review, Lynas expects no delay to its plans to begin operations in September as it maintains the plant is safe.

It is anticipating a windfall of RM8 billion a year from 2013 onwards from the rare earth metals that are crucial to the manufacture of high-technology products such as smartphones, hybrid cars and bombs.

Another plant opened in Bukit Merah in Ipoh 20 years ago but was shut down after several people suffered cancers, believed to be due to the rare earth processing facility.

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…



Grüsse JoJo

[VirtualNormann]

More Than 100 Rally In Support Of Lynas Project

KUANTAN, May 30 (Bernama) -- More than 100 people, including Pahang Federation of Peninsular Malay Students (GPMS) members, gathered at Teluk Chempedak here Monday to voice support for the proposed Lynas rare earth processing factory.

Pahang GPMS chairman, Wan Emril Nizam Wan Embong, said the gathering was to show that not everybody was against the project which would bring investment into the country.

"The Lynas project is safe, there's no need for Kuantan folks to worry as there are good and bad types of radiation," he told reporters here Monday.

He said those who were not in favour of the project had not been given accurate information.

He said Pahang GPMS planned to organise briefing sessions so that people, especially students, would not be duped by certain parties with regard to the project.

The RM700 million project in Gebeng is mired in controversy over fears that it would emit potentially unhealthy radiation levels.

The Malaysian government had invited an expert panel from the International Atomic Energy Agency (IAEA) to give it a second opinion on health and safety issues surrounding the proposed Lynas factory.

They are believed to be already in town to carry out the task.

Lynas Corporation Ltd of Australia, owners of the factory, had originally planned to complete construction of the main plant by September.

http://www.bernama.com.my/bernama/v5/newsgeneral.php?id=5902…

[JoJo49]

LYC Lynas Corporation Limited
May 2011
31st American Depositary Receipts - Ratio Change

http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=636186
31 May 2011

American Depositary Share Ratio Change for Lynas


Lynas Corporation Limited (ASX: LYC, OTC: LYSDY) (Lynas or the Company) advises that
the American Depositary Share (“ADS”) ratio for the Company’s American Depositary
Receipt (“ADR”) program for its ordinary shares (‘Shares”) has been changed from one (1)
ADS(s) representing ten (10) Share(s) to one (1) ADS(s) representing one (1) Share.
All other terms and conditions of the ADR program remain unchanged.

...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[Riesbroker]

Hallo JoJo,

heißt das, dass jetzt eine Aktie über ca. 23 Australische Dollar kostet
und meine Aktienanzahl durch 10 teilen muss? Oder was bedeutet die letzte Nachricht genau?

Gruß Riesbroker

[JoJo49]

Antwort auf Beitrag Nr.: 41.579.470 von Riesbroker am 31.05.11 09:24:22

Nur wenn du dein Depot in den USA hast.

ansonsten: All other terms and conditions of the ADR program remain unchanged.

http://de.wikipedia.org/wiki/American_Depositary_Receipt

Grüsse JoJo

[mintelo]

Antwort auf Beitrag Nr.: 41.579.428 von JoJo49 am 31.05.11 09:18:31

Hängt der hohe Umsatz auch mit dieser Nachricht zusammen? Aber wie? Erklär uns Dummen das doch bitte mal auf Deutsch. Ich steh ebenfalls auf dem Schlauch.
Vielen Dank!

MfG, Mintelo

[mintelo]

Zitat von JoJo49: Nur wenn du dein Depot in den USA hast.

ansonsten: All other terms and conditions of the ADR program remain unchanged.

http://de.wikipedia.org/wiki/American_Depositary_Receipt

Grüsse JoJo

damit wird die Sache schon deutlicher, erklärt sich daraus auch der Umsatz?

[JoJo49]

Antwort auf Beitrag Nr.: 41.579.710 von mintelo am 31.05.11 09:50:29

Nein, die Ursache dürfte, jedenfalls IMHO, die Reaktion auf Veröffentlichung durch Lynas von Gestern sein.
siehe Posting: JoJo49 schrieb am 30.05.11 13:26:53
Beitrag Nr.1530 (41.575.724)

Grüsse JoJo

[mintelo]

Antwort auf Beitrag Nr.: 41.579.801 von JoJo49 am 31.05.11 10:00:32

Vielen Dank!

[JoJo49]

Aktuell aus dem HC-Forum hauptsächlich für Physiker: http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147178…
...

Hi all,

I've managed to get hold of the rest of the EIA report. I haven't look through it but it seems to be the rest of the missing stuff from the previous one that I've posted here on HC.

Here is the link to my google docs.

https://docs.google.com/viewer?a=v&pid=explorer&chrome=true&…

Enjoy,
flatfile
------------------------------------------------------------------------------------------------------------------
http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147179…
...
OK, here's the most important part (taker from Part 2, page 71) :

Conclusion.

The results of the assessment have indicated that operation of the plant would not cause undue radiological risk to workers and members of the public.

The highest possible doses to be received by workers resulting from operation of the plant for the first 10 years are below 13 mSv per year. The possible dose to be received by members of the public resulting from operation of the plant is 0 mSv per year.

These estimated doses are well below the annual dose limits allowed for workers and members of the public by the Radiation Protection (Basic Safety Standard) Regulations of 1988.

There are residues generated from the process, and one of the streams appears to be slightly enhanced in terms of concentration of TENORM, but the method adopted to keep them during the entire operational period of the plant has proved that the resulting doses to workers and members of the public are within the permissable annual dose limit.

Based on the results of the radiological impact assessment, it is concluded that operation of the plant would not cause any radiological risk to the workers and members of the public living in the surrounding areas of the site beyond what is allowed by the regulatory authority.




--------------------------------------------------------------------------------

Grüsse JoJo

[JoJo49]

http://www.emfis.de/global/global/top-stories/beitrag/id/Sel…

Wirtschaftsnews - & Top-Story - 30.05.11

Seltene Erden: Chinas Exporte im freien Fall


Peking 30.05.2011 (www.emfis.com) China lässt den Ankündigungen, die Ausfuhren an Seltenen Erden spürbar zu senken, Taten folgen.

...
...


Ungeachtet der Tatsache, dass der Bereich „Seltene Erden“ bereits außergewöhnlich gut gelaufen ist, kann nicht ausgeschlossen werden, dass die „Rallye“ noch ein bisschen weiterläuft, zumindest sofern die Weltwirtschaft nicht in eine neuerliche Rezession zurückfällt, wovon zur Stunde jedoch nicht auszugehen ist.



Quelle: EMFIS.COM, Autor: (gh)



Grüsse JoJo

[JoJo49]

http://www.emfis.de/global/global/nachrichten/beitrag/id/Lyn…
Wirtschaftsnews - von heute 09:12

Lynas Corp.: Seltene-Erden-Werk in Malaysia gefährdet




...

Positive Auswirkungen überwiegen

Nach dem Atom-Desaster in Fukushima hat Strahlenangst gegenwärtig Hochkonjunktur. Nichtsdestotrotz überwiegen die Pro-Argumente für den Bau der Anlage. Malaysia ist als Hightech-Land dringend auf eine ungehinderte Versorgung mit Seltenen Erden angewiesen. Da China seine Exporte erkennbar reduziert, ist die Belieferung mit den begehrten Rohwaren aus Australien eine echte Alternative. Abgesehen davon werden in der lediglich etwa 10.000 Einwohner zählenden Stadt hunderte neue Arbeitsplätze entstehen, und die Erlöse aus Exporten beziffert die malaysische Regierung auf stattliche 1,67 Milliarden US-Dollar jährlich. Insofern ist es keine Überraschung, dass die Behörden dem Projekt positiv gegenüberstehen.

Von daher kann davon ausgegangen werden, dass das Werk gebaut wird - auch weil die Angst vor radioaktiver Strahlung im asiatischen Raum längst nicht so ausgeprägt ist wie beispielsweise in Deutschland. Für die Lynas Corp würde dies bedeuten, dass sie ihre die Stellung als eine der global führenden Seltene-Erden-Gesellschaften dadurch weiter ausbauen kann.



Quelle: EMFIS.COM, Autor: (gh)


Grüsse JoJo

[Optimist_]

...die Konkurrenz schläft nicht (bzw. wittert Geschäfte)...

http://www.ft.com/cms/s/0/0503bcdc-8aec-11e0-b2f1-00144feab4…

Brazil’s Vale gears up for rare earths

Vale, the world’s biggest iron ore producer, is gearing up to move into rare earth mining as Brazil tries to compete with China to supply some of the world’s most sought-after metallic elements, says Brazil’s science and technology minister, Aloizio Mercadante.
...

“Vale would bring big benefits to Brazil by entering into this rare earth market and I think it’s an important thing for the west as a whole. It would also benefit Vale as a company,” Mr Mercadante said.

Vale confirmed it was looking at investing in the production of these metallic elements, adding that the project was still at a “preliminary stage”.

http://news.yahoo.com/s/afp/20110531/bs_afp/franceenergynucl…

Areva and Rhodia in nuclear and rare earths deal


PARIS (AFP) – French nuclear group Areva and chemicals counterpart Rhodia on Tuesday announced an agreement to develop deposits containing a mix of uranium and rare earth elements.

Under the terms of a memorandum of understanding, the companies will combine their respective expertise "to put together joint offers for the development and exploitation of hitherto unworked deposits containing the two strategic resources," the companies said in a statement.

"Eventually, the two parties could link up to conduct joint technical audits or studies of identified deposits, create specific joint-ventures or co-participate in mining projects carried out by Areva or third parties," the statement continued.

Areva senior executive vice president Sebastien de Montessus said the agreement "paves the way for the development of deposits with untapped potential and testifies to the synergies that exist between our two groups."

It will give Areva access to new uranium sources while helping to ensure strategic metals supplies to Rhodia, he added.

Frederic Carencotte, industrial director of Rhodia Rare Earth Systems, called the deal a new step in the company's diversification policy, enabling his group access to "the most sought-after rare earths."

[JoJo49]

http://www.cs-re.org.cn/en/modules.php?name=News&file=articl…" target="_blank" rel="nofollow ugc noopener">http://www.cs-re.org.cn/en/modules.php?name=News&file=articl…

News: Outline on the development and Policies of China Rare Earth industry


Dr. Chen Zhanheng
Deputy Director

Office of the Chinese Society of Rare Earths
No. 76, Xue Yuan Nan Lu, Zip Code 100081 Beijing China


Remark: I noticed that there were misunderstandings on China rare earth industry. You can find the real situation here. you can find the figures by click.

...
...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 41.588.743 von JoJo49 am 01.06.11 13:19:59

Das war die Geschichte und hier eine klare und akteulle Rechnung eunes users aus dem HC-Forum zu Lynas:
http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147259…
...

yes ,$180/kg is the aveage basket price for LYC's products
Imagine about a year ago it was just merely USD16-18/kg , and ihas basically now jump 10 holds.
Thanks to China keep restricting/reducing its export quota and the ever increasing demand for rare earth !!
LYC by 2012/2013 will have an annual revenue of over USD 3 billions , and its operating cost/cost of goods manufactured is merely USD 10-12/kg (USD 200M to USD 240M)

--------------------------------------------------------------------------------------------------------------------------

http://www.tickerspy.com/newswire/?p=4623
Rare Earths Stocks Rise As New Player Plans Entry (VALE, AAPL, MCP, LYSCF, AVL, REE, REMX)

...
...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

LYC Lynas Corporation Limited
June 2011
3rd Funds Received - Sojitz / JOGMEC Facilities
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=636674


http://www.miningweekly.com/article/chinese-policy-decisions…

China’s growth plan will sustain rare-earth element consumption

By: Jonathan Faurie

3rd June 2011

...
...

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


Grüsse JoJo

[Optimist_]

http://www.ftd.de/finanzen/maerkte/rohstoffe/:rohstoffhandel…

China heizt Preise für seltene Erden an

Seltene Erden sind zwar gar nicht so selten, wie der Name vermuten lässt. Die Preise sind in den vergangenen Monaten aber kräftig gestiegen. Mithilfe einer Börse in der Inneren Mongolei soll das so weitergehen. von Michelle Röttger, Hamburg

Chinas größter Produzent von seltenen Erden, Baotou Steel Rare Earth, will eine Börse für die begehrten Hightech-Rohstoffe eröffnen. Die Regierung des autonomen Gebiets Innere Mongolei hat dem Konzern Berichten in Staatsmedien zufolge schon grünes Licht für eine Handelsplattform mit Sitz in Baotou gegeben.
...

Ob die Zentralregierung in Peking den Plan einer Börse ebenfalls abgenickt hat, berichtete die staatliche Nachrichtenagentur Xinhua nicht. Ebenso wenig, wann die Börse starten soll. Den Handel von Terminkontrakten schloss die Regierung der Inneren Mongolei allerdings aus. Der Bericht der Staatsmedien nannte die Entscheidung einen "Durchbruch", um eine Regulierung am Markt herbeizuführen.
...

[Fuenfvorzwoelf]

Expertenvideo zu REE, Lynas und Co:

http://video.cnbc.com/gallery/?video=1970825316

[muff67]

Antwort auf Beitrag Nr.: 41.605.556 von Fuenfvorzwoelf am 06.06.11 08:10:55

vielen Dank für den Link! Interessantes Video!!!

[Fuenfvorzwoelf]

Antwort auf Beitrag Nr.: 41.605.579 von muff67 am 06.06.11 08:22:58

Gern geschehen!

Tut gut, mal einen offensichtlich unabhängigen Experten zu unserem Thema zu hören!

[muff67]

stimmt! Der nette Analyst klang auch sehr sachlich und nicht übertrieben emotional und hat die Sache seriös kommentiert.
Die Tage ziehen dahin und Ende Juni wissen wir mehr...werde heute noch ein klein wenig nachkaufen...
viel Erfolg!!!

[JoJo49]

Lynas plant jedenfalls schon weiter und bietet lukrative Jobs an: http://malaysiajobs.biz/lynas-new-jobs-2011-in-kuantan-pahan…
Jawatan Kosong Lynas New Jobs 2011 in Kuantan Pahang

Posted on Mar 07, 2011

...
...

Interested candidates are requested to e-mail detailed resume to Please Login or Register to apply this job online. Kindly indicate the position applied for as subject header.
LYNAS MALAYSIA SDN BHD (752289-D)
No. 72, Jalan Gebeng 1 /24, Bandar Industri Gebeng Jaya, 26080 Kuantan, Pahang

Googleübersetzt: http://translate.google.de/translate?hl=de&sl=en&u=http://ma…


Wer hat Intresse?
---------------------------------------------------------------------------------------------------------------

Dazu noch ein aktuelles Posting aus dem HC-Forum zu Lynas das sich auf ein Artikel von Facebook bezieht und das ich zu 100% unterschreiben kann: http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147546…
...
Also from Facebook.....

Apologies if this has already been posted previously:

I. The Lynas LAMP plant is safe - for both residents and employees.

For residents in the Kuantan area, there is zero exposure to radiation.

For LAMP employees, exposure is the equivalent of less than taking an airplane flight or using a mobile phone.

Lynas is dedicated to zero harm. Care and wellbeing of our people and the communities in which we operate is at our core.

Lynas participated in a series of community education meetings in 2009 and 2010 where the DoE, AELB, and Nuclear Malaysia presented their findings on the Lynas Advanced Materials Plant, explaining it is a safe, non-hazardous material being processed where the public would be exposed to zero radiation.

An Environmental Impact Assessment (EIA) was completed and submitted to DoE, and approvals given after extensive inter agency review by all relevant authorities.
Lynas has submitted all information required to the AELB for appovals to date.

Malaysia has a clear legal framework, clear regulations, and a government with a vision for value added industry.

II. Lynas's LAMP plant will support Malaysia's stated "2020" vision.

Pemandu's Economic Transformation Programme outlines 12 national key economic areas where Malaysia seeks to grow to achieve high-income nation status in a way that Is inclusive, sustainable and safe.

Oil, gas and energy are key economic areas that will facilitate a shift towards more middle and high income jobs for Malaysians. According to Pemandu, the oil, gas and energy sector is targeted to raise a total of GNA contribution of RM241 billion by 2020.

LAMP will reap huge financial benefits to Malaysia.

- Foreign Direct Investment (FDI) of capital cost of RM 1.3 billion

- Operating expenditure of RM 400 million per year

- Export revenue equivalent to 1% of Malaysia's Gross Domestic Product (GDP)

- Creation of over 350 skilled jobs


III. Lynas's LAMP plant will make Malaysia the go-to destination for nearly 33% of the world's rare earth element requirements. Delivered to a responsible new standard in processing. A vital ingredient in nearly all efficient, high-technology products in the marketplace. Products we use in our lives today.

Rare earths are 17 elements, or "Lanthanides", which are used in energy-efficient light bulbs, sonar systems, hybrid cars, flat-screen TVs, touch screens and computers.

These "Lanthanides" are essential to "green" technology:

- Improve energy efficiency through lower consumption

- Compact fluorescent lights

- Weight reduction in cars

- Higher oil refinery yields
Environmental protection through emission control

- Auto catalytic converter

- Diesel additives
Enables smaller and more powerful digital technology

- Flat panel displays

- Disk Drives

- iPods / MP3 players

Responsible companies need responsible suppliers: thus the LAMP plant will create an ecosystem of secondary economic impact through high-technology industries which need Lanthanides and will want to build plants in the region.

- The Lynas plant will bring knowledge transfer and technology transfer, empowering Malaysian's with 21st century skills and experience in this emerging field.

- Lynas will be part of the skills development drive.

--------------------------------------------------------------------------------
"People may doubt what you say, but they will believe what you do."~Lewis Cass

---------------------------------------------------------------------------------------------------------------





@ eine erfolgreiche Woche


Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 41.606.374 von JoJo49 am 06.06.11 11:20:41

...und noch ein paar aktuelle Postings mit Infos aus dem Hc-Forum zu Lynas die, wie man lesen kann, nicht nur ich unterschreiben würde!
http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147520…

Btw, for those who don't know who Najib is, he is the PM of Malaysia the most powerful man in the country right now and his ruling Party has been in control of Malaysia for 50 years.

http://www.economist.com/node/15670840
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

WHEN Najib Razak took office last April as Malaysia?s prime minister, the timing could hardly have been worse. The export-led economy was in recession. The ruling coalition was in the dumps after an unprecedented near-defeat in elections in March 2008. Opponents warned that Mr Najib?s government would crack down on political dissent to save its skin....CO
-----------------------------------------------------------------------------------------------------------------------

http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147520…
...
OMG,
Najib V Ibrahim .Coming election.Your comments ?
Hard to see the opposition getting up at next Election.

From RedState:The Malaysian Watcher.


In the West, we tend to ignore the Muslim countries of Southeast Asia too often in favor of the more rambunctious Middle East; whether this is because we are concentrating our limited energies on the larger problem spot, or ignoring places where things are going well, is probably a function of one?s particular outlook on life. Regardless of the source of this disregard, it is an error as great as choosing to ignore the safe streets in city planning in favor of the bullet-ridden ones. The good things don?t last without some tending of their own.

That leads to Malaysia, a moderate Muslim country with strong trade ties to the United States, that we too often ignore along with its other, moderate neighbors in favor of a pointless bombing campaign in Libya and other adventures in futility. Malaysia has done well for itself, holding fast to a moderate strain of Islam while continuing to grow energetically. It is not heaven on earth, but it is better than most Muslim nations, with religious minorities freely practicing their faith, and calls for extremism loudly and roundly denounced by most Malaysians. It is in and from this fertile ground that Malaysia?s current prime minister, Najib Razak, boldly decried the practice of suicide bombing, eschewing the usual Islam-means-peace pablum for a concrete denunciation of murder and suicide, explicitly calling them contrary to Islam and a mark of barbarism.

This is especially significant because English is the lingua franca of Malaysia, and so Najib?s Oxford speech was reported and understood at home. He cannot ? and to his credit, does not ? play the all-too-common game of tell-the-non-Muslims-what-they-want-to-hear, revert-to-death-to-the-Jews-death-to-America at home.

His political opposite cannot say the same.

I?m on the record having a low opinion of Anwar Ibrahim, but that?s only because he?s a virulent anti-Semite with ties to the Muslim Brotherhood who formed an opposition coalition in his country by recruiting a political party best known for calling for volunteers to fight with the Taliban against the United States. So, you know, little things. But what?s worse is how he has played the nasty demagogue at home, then played the good democrat in the West; and what?s worse than that is how the Western policy establishment has historically tolerated this.

This is one of those critically easy policy rules: If someone is blathering about the Jews being the source of the world?s problems, or, more particularly, his own, he is a very bad man, a nutter, or both. You don?t need to be a failed painter with a nasty little mustache, a figurehead president with alleged (and hastily denied!) Jewish ancestry, or a former military juntaist whom we have unaccountably not snuffed as he has gone on to destroy one of the most vibrant and productive economies in Latin America for this to be so. You can be an opposition leader trying to wrest control of your country?s parliamentary system from someone you casually describe as being controlled by the Jews.

Indeed, given his ready trafficking in old anti-Semitic (and anti-Christian) tropes, it is a wonder the extent to which Anwar has retained so much of the goodwill he managed to rack up in the late Nineties. People whom many of us (I include myself) have respected for years tend to shock us by excusing away Anwar?s disturbing tells. Probably the best, single example of this I?ve seen has been Jackson Diehl excusing the anti-Semitism as an unfortunately necessary means of political survival (while giving Anwar an on-the-record opportunity to explain away his minutes-long rant as the result of a slip of the tongue), and giving Paul Wolfowitz, who really should know better, a chance to provide Anwar some same-themed cover. That neither man would tolerate this sort of doublespeak out of, say, a Saudi prince is a telling indictment of their willingness to suspend their disbelief at inconvenient times.

Diehl and Wolfowitz are hardly alone. For years ? since at least 2008, when Anwar first explained his failure to win a national election as the result of the American Jewish Lobby doing ? something ? Western policymakers and opinion makers have given the man a free pass, ignoring each round of particularly vicious anti-Semitism as it occurs. Anwar has helpfully made himself available without pause or cessation, ready to say one thing to any Western voice that would listen, and another at home; he has been his own best press agent.

A strange thing seems to have happened of late, though. Anwar is on trial for forced sodomy (mistakenly described by Diehl and others who should know better as consensual sodomy), and the judge presiding over the case has allowed it to go forward. In a matter of days, Anwar will have to present his defense, and will doubtless explain again to Western ears that he is a beleaguered democrat facing a political charge (something the Washington Post seems inclined to believe credulously), and tell audiences at home that this is because of the Jews, the Israeli special ops, and/or the Americans.

But as yet, there is no groundswell of spontaneous opinion writing in his defense. There is no remarkable wave of excuses and dire warnings about democracy in Malaysia. There is, instead, silence.

I would submit this is the result of two, critical factors.

First, Anwar?s political touch is turning out to make a lot more lead than gold. Most recently, he has taken to excusing away his inability to move the needle in local elections, in the process doing critical damage to his coalition?s efforts in advance of the upcoming national elections by insulting a vital, potential ally. He compounded this by accusing the people of Sarawak ? where he carefully hid his ties with radical Islam during the local elections, to no avail ? of racism for failing to support his ticket, a charge that is not merely not helpful, but has the added bonus of being based on a complete misunderstanding of the facts on the ground.

The Western press likes winners and canny underdogs. It?s not quite so hot on fools who cannot keep their feet from their mouths.

The second, critical element here is the Obama Administration?s approach to Malaysia. I have been a not-infrequent critic of the Obama Administration?s foreign policy ? confused, overt deference to the genocidal People?s Republic of China, and a willingness to snub the world?s most populous democracy are not actually achievements of which Americans should be proud ? but this is one area in which the Administration seems to have caught on more quickly than its outside supporters and critics. Not only is the Secretary of State praising Najib?s call for religious moderation, but the Administration as a whole is treating Anwar as a matter of secondary importance.

And as we learned during the 2008 Presidential campaign, the media are nothing if not sensitive to the directions open and implicit of this President.

The next few months will be interesting to watch. Anwar?s trial will conclude with a verdict of some kind, and Malaysia will move toward its next national election. In the face of dual pressure, it would seem reasonable to assume that Anwar will step up his availability and his lobbying of the Administration to build support either for his appeal (if convicted) or his election efforts (regardless of the trial?s outcome).

Whether his one-man public relations campaign yields the same willingness to ignore rank anti-Semitism and tolerance of Islamist lunacy will rest on the Administration?s willingness to stand by its prior positions (an open question) and whether Anwar continues to inject his foot into his mouth when blood libels are not leaving it.


Share and Enjoy:
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http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147520…
...
The opposition has NO CHANCE Oneforthe. because

a) UMNO in power for 50 years and the opposition leader is disgraced and in court right now.

b) Anti-LYC supporter there is huge in fighting in the forum. One of them was a politician named Datuk Ti Lian Ker who was strongly Anti-LYC in the beginning and he fought hard for his people against the government to introduce a study investigation into the safety of LAMP which resulted in IAEA coming to Malaysia. What happened next? Did his people appreciate what he did? NOPE they ban and kicked him out of the forum ALL BECAUSE HE SAID LETS WAIT AND SEE WHAT THE IAEA CONCLUSION IS!

I later wrote on his wall

OMG: "When you fought for the investigation and you won it for the people did they appreciate? Now you starting to realize people just don't want to face the fact about the safety of Lynas. You will start to realize this is all just a political game and to win votes from scared ill informed people." TI LIAN KER LIKES THIS.

I also Wrote:

OMG: "Dato Ti, At the Pro Lynas forum, we encourage questions and discussions! We provide you with FACTS about the plant and we never swear at people with differing POV. And yet at the Anti-LYC forum, the MOMENT you have a brain and you asked them questions they immediately accuse you of been a Pro Lynas supporter and a traitor, what kind of group is this. My fellow Malaysians is this the type of group you want to be in? Living in fear and ignorant of the facts??"

His reply was

"The Anti-Lynas Group is largely relying on Pkr volunteers and Fuziah. Their main agenda is politics and they do not want to discuss about the real truths , facts and lies about Lynas as Fuziah is more interested to provoke the people in a frenzy of protest. She won by Mca protest votes the last round as she do not service the people. She is now relying on Lynas protest votes by seeking a "political war" instead of civil engagement. She do not want the issue settled amicably !"

He also wrote:

"LOL ! These are the people who claim that they have been rough up. They accused others of behaving like thugs but when they are in a position of control, they are no different.

Actually they fear the truths. I am prepared to accept the truths of the matter and advocate a positive step forward.

They deleted my post but allowed post that attacks me. They edited comments etc reflects on the PR/Fuziah strong presence and agenda"

Basically because of the Anti LYC emotional, irrational and rude behavior they have started to divide amongst themselves and as you can see this gentlemen's response he has went from Anti-LYC to Pro Growth !
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Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 41.606.558 von JoJo49 am 06.06.11 11:59:11

Eine politische Hintergrundgeschichte, bezogen auf die Anti_Lynas Gruppen, aus dem HC-Forum und ein Video das aufzeichnet welche Folgen für Japan eine größere Verzögerung der LAMP bedeuten kann.
http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147612…
...
Let me quickly give you guys the background story. In the past alot of Kuantan people were against the Lynas project, the people who are against the project are grouped into two political AlLiances namely the MCA led by one of their leaders Datuk Ti Lian Ker and Fuziah PKR party. Both parties in the beginning was against the project which is lead by the most powerful ruling party the UMNO and they both pressured the government to slow the project and to lead an investigation into the Lynas plant. After much pressuring the government finally caved into the pressure and decided to call the IAEA which we all know about~!

So the anti Lynas party was victorious and high 5's all around and they thought this was a victory for them. All this was fine and dandy until the MCA party who decided since we fought for the investigation and we won that Lets wait and see the IAEA findings. At this point this is where they fell apart. Fuziah's PKR sensing an opportunity to get more votes said NO WAY WE WILL STOP LYNAS NO MATTER what and the then they started fighting. When the MCA leader Datuk Ti Lian Ker voiced out his concerns he was immediately kicked out and banned from the forum. He wasn't happy about this obviously and sensing the moment was right i started engaging in conversation in him and basically gave him facts about the Lynas plant. Over time he started to realized this was no longer a safety of Plant BUT A POWER GRAB by Fuziah's party. Slowly one by one the MCA party people started supported my POV and liking my statement because i argued against the greenies with FACTS which they have no reply for. They started realizing that Fuziah PKR party was relying on fear and they don't want anyone to question and if they do they get banned and so they finally turned against themselves.

Basically in a nutshell some of the Anti-Lynas members has gradually started becoming Pro Growth supporters and will only give Lynas a chance should the AEAE give them green light.

Their leader Datuk Ti mentioned that he realized some people just don't want change becasue they are comfortable with what they have and they fear the truth. When he dropped by Sydney a few days ago(Because his daughter studies there) he even offered me to catchup for Lunch to discuss more about Lynas BUT this is not to bragged but the point is, it made me realized how powerful forum can be especially when so many people are reading it~!

Anyways i hoped i didn't bore you guys and so i should stop now. Have a great evening.
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http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147614…
...
http://www.youtube.com/watch?v=q-M0SUQE0Y4&feature=feedu

No wonder Japan is pressuring Malaysia for the Rare earth plant!




Grüsse JoJo

[JoJo49]

Aktuell aus dem HC-Forum:
$203.73 per kg
https://sites.google.com/site/4lynasheads/

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Big increases in Asian Metal Prices see link
http://www.asianmetal.com/partner/pelemountain.html

I have run the lowest listed prices through Lynas Basket and it comes in at US$203.21

GLA holders

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I have just left a message with Liz Whiteway at LYC..currently in a meeting.
Ill be covering as much ground as possible..ie more details re the IAEA..22 meetings with the locals.
The waste ..an update.
Start up date for LAMP.
If there is anything specific you want me to ask..let er rip.

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oneforthe,
I went back and read your last summary from your prior Liz Whiteway discussion (message #6745978). I guess I would ask if Lynas would consider an announcement on the pilot testing going on. I think an announcement regarding how clean the water at the plant is would be valuable. Really, any announcement talking about the State of the Art nature of the LAMP versus current processing plants would be helpful IMO. Details about our new pollution controls, safety procedures, recycling, even production efficiencies or an update on the amount of concentrate produced so far at Mt. Weld. Any of those subjects would be informative and helpful. I think this is as good a time to discuss those issues as any. Staying silent and trading on technicals is not necessary nor shareholder supportive IMO. Just my thoughts.

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Bullish as can be on NTU and LYC.:-)

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http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147632…
rorkes,
The LAMP is a 99% go. The 15% you mention are a bunch of ill-informed bed wetters that do not deserve any credit IMO. Their position lacks research and shows too much weakness for me to keep politely showing respect. Thank them for the buy point, grab some more shares, and watch the share price go over $3 after approval.
I mean really. A couple hundred clowns are going to tank a nation's economy, blow up it's trade relations and topple every non-Chinese industry dependent on rare earths? Rarely are opportunities like this offered to people just for not being a fool.
DYOR. But actually research. Don't just quake when a mindless ideologue writes a story in an unknown paper. Analyze the facts.

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Bullish as can be on NTU and LYC.:-)

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http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147632…
It appears we are arriving at a crucial stage in the LYNAS road to production. After reading a lot of research and comments done by fellow Hot Copper LYC supporters it appears that the most likely outcome to be annonced by the "expert committee" is that the LAMP is about 85% ready to go, just need a bit of fine tuning on the other 15%...I see this as a very positive announcement which will have a VERY POSITIVE impact on the SP....what do other LYC shareholders think on this point...as you can see Iam very BULLISH on the stock and we could very well see $3 and beyond in July after the end of June Decision...I am accumulating at these cheap levels...IMO

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http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147580…
Fair enough zopa,
But what happened to Fortescue and Mount Gibson in 2005 that made the stocks run?
And what happened to Paladin in 2004?
Didn't alot of people think these start up stocks were good stocks before their runs?
The answer is yes, but there were questions about execution and competition mainly.
Lynas does not have real strong competition, but many doubt execution. They worry about politics, Lynas' ability to separate REE, Lynas' ability to meet production targets.
This is a classic stage for any start up and it is no surprise that it is holding the price down for the moment. But for those that understand Lynas is fully funded, has the support of Rhodia's processing knowledge, will be the first non-Chinese producer, has the support of the Malaysian government and will be the most advanced and safest processing plant the opportunity is obvious.
I remember holding FWG when the talk was that Twiggy was remaking Anaconda. Then it was BHP and RIO would keep them out of the market. Then there were doubts about Vale taking share. None of it happened nor did the fears make much sense when you researched it.
I personally, feel the same way now about the Lynas opportunity and Lynas fears.
DYOR.

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Bullish as can be on NTU and LYC.:-)

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Grüsse JoJo

[alcoholic]

Antwort auf Beitrag Nr.: 41.608.993 von JoJo49 am 06.06.11 18:35:42

Wenn man das so liest, wird eigentlich immer klarer, daß es der Anti-lynas Front
garnicht um Lynas geht, sondern um Politik. Das Lamp wird benutzt, um die Gunst der Stunde( Fukushima) zu nutzen und mit gezielter Verunsicherung und Vorurteilen auf
politischen Stimmenfang gegen die Regierung zu gehen. Fakten sind für diese Gruppen deshalb prinzipiell unerwünscht.

Gruß

[JoJo49]

Zitat von alcoholic: Wenn man das so liest, wird eigentlich immer klarer, daß es der Anti-lynas Front
garnicht um Lynas geht, sondern um Politik. Das Lamp wird benutzt, um die Gunst der Stunde( Fukushima) zu nutzen und mit gezielter Verunsicherung und Vorurteilen auf
politischen Stimmenfang gegen die Regierung zu gehen. Fakten sind für diese Gruppen deshalb prinzipiell unerwünscht.

Gruß

Genau so sieht es aus, allerdings wird dabei IMHO von nordamerikanischer Seite fleißig mit allen Mitteln der Verhinderungs- bzw. Verzögerungsprzess unterstützt.

http://business.globaltimes.cn/industries/2011-06/662758.htm…

Baotou Steel Rare Earth replaces rival processors in Inner Mongolia
Source: Globaltimes.cn [17:58 June 07 2011] Comments


Inner Mongolia Baotou Steel Rare-Earth (Group) Hi-Tech Co.,Ltd, the largest rare earth production and processing enterprise in the world, will replace its competitors in Inner Mongolia to become the only firm running upstream operations of rare earth in northern China, the Inner Mongolia Autonomous Region Government Office said recently, according to People.com.cn on Thursday.
The other 35 upstream companies in the rare earth industry in Hohhot, Baotou and Bayan Nur -- cities in Inner Mongolia -- will face restructuring or closure. The restructuring work will be finished by the end of June.
Through the integration of upstream rare earth companies, a unified system will be formed under Baotou Steel Rare Earth and will comprise all operations including mining, mineral separation, smelting and trading, according to Ya Saning, director of the Inner Mongolia Autonomous Region Economic and Information Technology Commission.
"At the current scale of production, only Baotou Steel Rare Earth can satisfy the control index of total mining for the Ministry of Land and Resources, the mandatory production plan of the Ministry of Industry and Information Technology and the export quota of the Ministry of Commerce ," said Liu Jingchun, a researcher at the same commission as Ya.

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Die folgende Anti-Lynas-Diskussion kann man IMHO in einem Satz zusammenfügen.
Egal wie falsch bzw. unrichtig unsere Behauptungen, Annahmen usw. sind und was bei allen Prüfungen herauskommt, wir sind dagegen.

http://www.theepochtimes.com/n2/world/malaysia-weighs-costs-…
Malaysia Weighs Costs and Benefits of Rare Earth Metals Refinery

By Yang XiaoHui
Epoch Times StaffCreated: Jun 6, 2011Last Updated: Jun 6, 2011.


KUALA LUMPUR, Malaysia—A Malaysian politician has warned that the construction of the world’s largest rare earth metals refinery plant on the east coast of Malaysia poses health and environment risks to the area’s local inhabitants.

Speaking at a forum, Fuziah Salleh a member of parliament from Kuantan, warned her fellow Malaysians about the possible consequences of following in China’s footsteps in refining rare earth metals.

Rare earths, also known as strategic metals are key raw materials to production of high-tech products such as computer products, mobile phones, automotive, renewable energy equipment, and military weapons. It consists of a group of 17 metal elements at the bottom of the periodic table.

Exposure to such materials remains a hazard due to their carcinogenic nature. China is currently the only country that refines rare earth metals, giving it a monopoly in the industry.

Ms. Fuziah said China produces 30 percent of rare earths, but controls 95 percent of the global supply. The reason for this control she said was because no other country is willing to refine the ore. “Most countries shipped them to China for refining processes,” she said.

At the heart of the rare earth controversy in Malaysia is Lynas, an Australian mining giant. Lynas was awarded the license in 2008 to construct the RM700 million (US$232 million) rare earth metals refinery plant at the Gebeng Industrial Park, Pahang. It is the first rare earth ore processing plant to be built outside China in nearly three decades.

China’s existing standard of handling radioactive waste is different what is implemented in Australia under the 1992 Safe Code of Practice.

“Why are we so concerned about this?” asked Ms. Fuziah. “It is because there is not a single rare earth refinery outside of China. In the petrochemical industry, there are standards and guidelines established for their waste management,” she said.

“However, there is not one being established for rare earth metals. We know that there are many academic journals being published that describe how rare earth refinery plants in China had damaged the environment, how it had lead to cancer, and so on. We certainly do not want to use this as a benchmark,” said Ms. Fuziah.

“China is facing severe environmental damages. Even they are shutting down some of their refineries. So, why should Malaysia build one?” she continued.

The plant is located in the northeast and 25 km (15.5 miles) away from Kuantan, the capital of the Malaysian state of Pahang. It is currently 70 percent complete, and is scheduled to be operational by September. It is also expected to create 350 job opportunities.

When fully operated, this will be the world’s largest rare earth refinery plant with an estimated annual production of 22,000 tons of rare earth metals, valued at RM800 million (Malaysian riggit) ($265.3 million)—equivalent to 30 percent of the global market.

The Malay Ministry of International Trade and Industry (MITI) announced that the independent international panel of experts responsible for reviewing the safety of the Lynas plant will organize public consultation sessions. A report would then be submitted to the government and public.

MITI emphasized that the panel is comprised of foreigners who are independent and professional members relevant to the industry. There are no Malaysians, Australians, or Chinese to avoid any possible conflicts of interest.

Malaysian Trade Minister Mustapa Mohamed says the refinery will not receive government approval to being operational until the panel completes its assessment. "We will never compromise the public interest in the handling of the Lynas issue, and the health and safety of our people and the environment will continue to receive the highest priority," Mohamed told a press conference on April 26.

Speaking at the same forum, the vice chairman of the ‘Save Malaysia, Stop Lynas’ committee, Tan Bun Tee, said, “We realized that if constructed in Australia, a plant of such scale must be at least 30 km [18.6 miles] away from residential area. In other words, it needs a 30-km of buffer zone.”

“However, the Lynas plant in Gebeng Industrial Park is about 2 km [1.2 miles] away from a high-density household area. This means that we have about 700,000 people living within 30 km radius of this plant,” he said.

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

Eine IMHO mehr als aktuelle Info auch dem HC-Forum zu Lynas: http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147708…
...

Arnold James ..Company secretary rang me back well after Market close and apologised Liz Whiteway couldnt return my call..all are flat out ..and said could only spare me a few minutes...25 mins later,we closed off.
THE CONCENTRATION PLANT.
Im starting with the most important issue.
Apparently there has been quite a bit of scepticism in the US as to the Commissioning of the CP.
Please explain.
In a nut shell..does LYC have enough skill/knowledge to get the CP operational...?????
SO ?
This is actually a price sensitive issue.
This was a lesson to me how little we know whats happening over our heads.
Bottom line.
The Commissioning will extinguish these doubts.He couldnt elaborate WHO were sceptic,but obviously its the Fund managers.
Then the line I was fishing for.
Everything with the CP is going to plan,and that an announcement to the Market would be made sometime in June.
I know the majority of posts on the CP have been low key in importance..not so with LYC..obviously very important.
Its about convincing the sceptics.
Summary.
The CP is 2 issues.
1.The Commissioning (everything going to plan) is paramount.
2.Capacity and output.Time is on LYC,s side ..Arnold said they have up to Sept to get the ore there,so no rush.(also sensitive as will go hand in hand with Commissioning ann...vital..is NO.1
THE LAMP.
Progress is at Ramp up stage.Employment advertising has begun.Full steam ahead for Sept completion.Everything on schedule.
IAEA.
Of the 22 meetings there were closed and open meetings.
The closed ones were with LYC..Sensitive.
The Malay GOV...Sensitive.
Opposition parties..sensitive.
During the open sessions the virtues of the LAMP were explained.
What Virtues ??
Glad I asked,I was under the impression that the recycling water process was the water going through the plant...actually its the wash through the waste.
Well my ears went into overdrive.
Grab a cuppa Arnold..tell me exactly.
He called it a river,so this water comes from this nearby river ,unpurified...flows through our crappy waste..(not the plant)and comes out purified.
I asked..Did you at least grab a glass of water from the "before..and "After" and show it to our dear protestors..he laughed..visually you cant tell he said,..but once you analyse it ..big difference..purer.

Diplomatically..Arnold said ..We will respect the findings of the IAEA,and that he really couldnt comment on or speculate what their final report would be.
Summary.
The IAEA ticked all the boxes.Very professional.Were authoritarian,did chemical testings,inspected the plant physically,spoke and listened to all points of view.
Now we wait.
THE PROTESTORS.
Allow me to digress.
In my brain I see the protests as a negative 9.
Its chances of success..a 2...out of 10.
In that mindset,my opening remark was that I have a real concern about the protestors capacity.
Straight to the Summary.
LYC see the protestors ..negative value..0.1.
Chance of success...0.00.
I deflated at the speed of a pricked balloon...a good deflation..like when you have wind..and you evacuate a room.
Arnold...they are such a minority......me....no they are not...have you looked at all the forums..the internet in general...(God i thought im an internet nerd)
LYC have scanned the forums..conclusion..
1.The protestors are walking up to people and asking them do they want a nuclear plant near their home..no..good sign this.
2.Multiple entries..same posters.
3.Weapon..fear..emotion.uninformed.
EFFECT>>>NIL>
Arnold ..talk to me about the Ringleader..Fuziah Salleh.
He laughed,before he could say a word..(in built protection against a BS answer)..she was invited to the First IAEA meeting on monday..the 10.30 session..she had 30 mins with the experts..and since then is in full cry.
Arnold..yes..straight afterwards her tactics changed to DISCREDIT the IAEA.
(Yes we saw that shift)
Summary.
We Lynasheads have to go for a walk in the cold air,or get a good looking girl to slap our faces.Clear our head.
We in the trenches have magnified the impact of the protestors.
See below.
Malaysian Gov.
If the protestors were an earthquake ..with the GOV..they are about a 0.0001 on the Richter scale.
Arnold..went into rhetoric.."we are being fully supported by the Gov...we are in constant communication on all levels..the AELB..Inviromentalists..its on going and with full support.
They want this project to get underway as quickly as possible.
Summary.
They likewise will respect and wait for the IAEA final report.
Sojitz.
Q..Arnold..when Sojitz did their due diligence did they engage the Gov.
Arnold..yes they did..the principle issue was the ENVIROMENT..Japan was very sensitive to the Mitsubishi disaster.
This meant that they put LYC and the Malaysian GOV. through the microscope.Then they SIGNED THE CONTRCT.
Q.Has Sozitz remained in contact due to the protests ?.
No need ..all the assurances are nailed down.
Yes the only ones going the wrong way are the few protestors.
THE WASTE.
Almost annoyed..an announcement has already been made public..the Gypsum..3 different..blah blah ..whoooo Arnold.
I know the breakup..what i want to know is how far down the track is LYC with signing contracts for the waste.
He started by the misconceptions as to how much waste would eventually need to be stored.
So we moved onto the gypsum..we know there are 3 sectors in this waste.
Sector 1..Gypsum..already has 2 commercial entities where contracts are at negotiated stage.
Sector.2 .Gypsum..at the request of clients doing tests.
Sector 3..PROBLEM CHILD..full on research continuing,few options,more being tested.
Summary.
Any query on the Waste Management Issue...its full on.
Obvious Q..ok so while all this is evolving whats happening with the waste.
Same answer as we all know....LYC has gone above and beyond standards or requirements..Engineered Storage tanks.
I asked for a time span..best he could give was ,LYC will only store the stuff in the short to medium term..well ..throw a dart...but its not safe..its ultra safe.
China.
Arnold....when do you anticipate China will come out with the 2nd half quota.
Yes..due this month..perhaps 1 st week in July.
Q..how are you reading China.
Arnold..China is distorting the figures as they are including alloys in their figures which would indicate a rise in quota.
However,the mines they are closing down is having quite an impact on production.
China is concerned for their own market,so a drop in quota most likely.
MY summary.
Im a Libran..and about the only thing that i accept about Astrology..is that the greatest sin a Libran can do is not to give a Balanced view.
Ive tried desperately to interperate this realy important conversation with LYC without bias.
When i sift through the mist it strikes me how Arnold spoke of the importance of the CP commissioning...because it made my mind float.
Chihawk..wrote that when MCP CEO Smith last spoke ..he referred to LYC..as a..Greenfield.
So add US sceptism,my first thought was..you bastards.
MCP/US has all the know how,the rest know nothing.
Arrogance.
I could be miles off..but i gathered from Arnolds tone to Commission the LAMP would fair stick it right up the DOUBTERS...or is that just me.
Disclaimer.
This my opinion..when Arnold referred to theb US..I dont think hev was referring to the citizens,...but the Major Fund Managers.
Yes they look at the Basket Price..yes we gloat we can produce 11,000t,but the Boys are saying..PROVE YOU CAN EVEN GET TO SQUARE 1..it makes more sense to me why we have been so tightly held..Crush the stuff to specification..then we will really take you serious.
To me..the money so far thrown at LYC has been Insurance..Just in case we can deliver.
If this is the reaction to the CP..then we can summise that the same doubts will relate to the LAMP.
That is in the hands of the Rhodia/our scientists..good..they are Pros as well.
There are some massive kick starters for the SP.coming up.
ill end by saying..my glass half full response to the protestors,after hearing Arnold,its a whisper,not even noise.



Grüsse JoJo

[JoJo49]

Da kann man IMHO nur dankbar sein über die sachlichen und informativen Postings aus dem HC-Forum zu Lynas wie die aktuell fogenden:


http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147742…
...

Guys, it really started as a short term stint for, I felt that I had to protest and straighten out the lies that Anti Lynas has been spreading and then pull out all together. But the opposite seem to happened and more and more Malaysians start messaging me and wanting to know more about Lynas. Last night they made me Administrator of the Facts about Lynas forum, which I am quite reluctant to keep posting because its simply tiring.

What interesting to note is some of the fact about the plant which I have posted a lot of Malaysian tell me that they are surprised that they didn?t know that and they start to realize the fact that the Anti LYC people has been hiding from them. Also lately they have started to ban quite a lot of trolls so that people who want to learn about LYC seriously can concentrate.

If you guys want me to post some information about Lynas so that Malaysian know about it because they are asking me for more and more each day please post here. Or if you have facebook account please find ?Facts about Lynas? forum and I will add you so that you can post the stuff that you want.

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http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147712…
...

think it reasonable to assume that if the Chinese are building a stockpile of 300,000 tons then they will be able to look after their own needs for most rare earths; isn't that the whole point of having a stockpile?. They also have huge reserves, 27 million tons, so where is the shortage going to come from?. Only from the heavies according to the article below. The Chinese have cut export quotas to protect the environment and conserve HREE but primarily to attract companies from abroad who don't want to pay the high export prices - that's where the real benefit is to the Chinese economy. It makes sense therefore that Chinese internal prices will always be less than export prices, if not these companies will go elsewhere.. At the moment the Lynas basket price in internal Chinese prices is approximately $70. Last January it was less than $20. Nice increase but could it ever get to $1000? - not a hope imo



http://www.bloomberg.com/news/2010-10-16/china-says-its-medi…

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http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147758…
...

Well bz,
It is not about hating Moly even if Smith has been condescending as all get out towards Lynas (latest calling us some greenfield project in WA). And their cost slide taking a shot at Lynas' costs is a cheap shot IMO.
But the real fact is they may well be an insider con game of sorts. This will hurt the whole emerging rare earth space if it gets ugly by raising integrity issues on all of the juniors in the space.
Consider this:
- Issuing 10,000,000 Share secondary of common.
- Offering $200 million in convertibles.
- 11.x million shares just released from the lockbox. That's $230million (assuming the oversubscription oversubscribes, which it will) dilution.
- Selling stockholders intend to grant the underwriters of the Common Stock an option to purchase an additional 1,500,000 shares of the Common Stock.
- Still in pursuit of a $200 million dollar loan guarantee from the government. (I disagree that the convertable negates this. Nothing in the press releases supports your view.
-$130 million dollars in funding is pending from Sumitomo.
Moly's Phoenix Project is either going over budget already or some of their funding sources are a bust. Either way, I think the stock is going to get crushed IMO. And the insiders are already making out like bandits. This can lower confidence in the rare earth sector which would have some effect on Lynas too.

But the question is why not be nice to both of these companies?
Moly claiming they will do 40,000 tons per annum is fueling oversupply concerns and every analyst coving Lynas is dropping our NPV because of the effect on REE prices that such production would have on us. Moly makes this claim to bolster their valuations while insiders walk out of the lockbox with big cash.
Moly is also fueling claims that rare earths are a bubble. Without Moly's unrealistic promises and ballooned valuations the "bubble" argument would have no legs. These guys are "me first" at every turn and at anyone's expense.

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Bullish as can be on NTU and LYC.:-)

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http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147709…
...

Am I the only guy that sees a fatal flaw with adding up production CAPACITIES of a bunch of greenfield mines (and with all of the changes in Phoenix I regard Moly as Quasi-greenfield) and concluding over supply is near?
http://www.lynascorp.com/content/upload/files/Presentations/…
(Slides 13-14)
I mean in my experience with junior miners, capacity is rarely reached. And for Moly to get to 40k t/a of oxide is nuts IMO. Moly acknowledges that their concentrator work leaves about half it's rare earths behind (that's normal in magnetic floatation). This produces about a 40-50% concentrate. Then consider a little more than 75 % recovery at the chemical extraction stage to get oxide.
So 40,000 t/a of oxide is
53,333 t/a of rare earth oxide extracted from concentrate (40k / 75%). Now add back in the gypsum and you need about 110,000 t/a of concentrate for the processing plant. To produce that in the concentrator it needs about 200,000-250,000 tons of ore to the concentrator every year! That is a massive amount of blasting and transporting then crushing through the kiln of the concentrator. I think it is unrealistic IMO. Maybe that's why Lynas is keeping 20k in the slide.
Now take Lynas wanting to start with a fourth of the number and getting to half that Moly number in their phase two. That is also a major task. Lynas has the advantage that they have done the physical extraction from Mt.Weld (several years worth) while Moly is just getting to new ore and is using up the back stock right now. But in either case this is a tall order.
Now consider Arafura is often counted as the number three producer. They are greenfield, trying to do half as much as Moly and have to rail their ore across Australia from Nolans to Whyalla in the south. No knock on these guys but there is a reason they call it capacity.
My point is I think everyone probably falls short of absolute capacity but demand is likely to be as large or greater than forecast when we consider the growth of the end markets. All of this suggests we are much further from oversupply of either HREE or LREE than current expectations. And since HREE are extracted at the very end of the chemical process those supply figures are even more overstated than current assumptions IMO.

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Bullish as can be on NTU and LYC.:-)

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Grüsse JoJo

[JoJo49]

Eine der aktuell höchst bewertesten Postings aus dem HC-Forum zum MCP-Push in den USA durch die Firma sowie den BB und Medien den ich voll und ganz unterschreiben kann:
http://www.hotcopper.com.au/post_single.asp?fid=1&tid=147758…
...

The best thing I can say about the Molymess is that Lynas is holding up well. I do dislike Moly now more than ever. Many knew this would happen and we were powerless to stop it. But I dislike them most because of what the insiders have done to a lot of retail investors.
The whole Moly approach has been gross. The way they over promise and suck all of the oxygen out of the room drives me nuts. I hope the US business media feels just as used as anyone.
Perhaps now that the US business media has been so taken in by the rare earth story they will look for fundamentals instead of windbags and pumpers. Perhaps they'll notice that the whole North American rare earth sector got crushed today, but Lynas is holding up. Then maybe they will realize that Lynas is a company with a story, and not a story with a stock (MCP).
Perhaps they will do a little journalism and realize that Lynas being fully funded is a big deal. Maybe they will respect the short timeline for Lynas. Perhaps they'll ignore the irrelevant grey lady (AKA the New York Times) and instead see how much Lynas has already built and achieved. Maybe they will look past amateur analysts with silly price targets and look at the real companies.
I have hated Moly for being the worst of what I see in junior mining investing. The pumping from amateurs; the press releases telling a misleading and inconsistent story; the innovation claims without proof; the promises without flow charts or engineering; the misleading statements designed to fast forward profits before the true story really exists; the me first beating of their own chest with disrespect towards all others; the filibuster and condescending tone that regularly sucks the oxygen from the rare earth space without offering anything new.
Yes, CNBC, Fox Business, and Bloomberg you fell for it. Throw Forbes, the (Wall Street) Journal and a mountain of web media in the same sucker's bin as well. You were fooled by Moly because it was easy. They were a story without the need to research. A headline without the need for journalism. A willing talking head with much to say even though there was no substance behind it all.
I don't expect the media to love junior mining investing like me. But if you would have read and compared the company's, the substance would be obvious. Lynas has been the clear substance all along.
The good news is there is always the chance to get it right. The Lynas Godzilla is coming out of it's shell as we speak. The story is ready. The need for rare earths is greater than ever and Lynas is ready to meet that need. Rare earths were always a global story and the true global player is here. See the substance. Report the content. Be journalists. Study, understand and report. The Lynas Corporation is ready. Don't miss the scoop. The markets always give a next chance every day. Don't miss Lynas. It is all you ever wanted Moly to be with one great addition- it is REAL.

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Bullish as can be on NTU and LYC.:-)

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Eigentlich IMHO unglaublich!
Auf der nachfolgenden Anti-Lynas Seite wird gelogen das sich die Balken biegen ...

http://savemalaysia-stoplynas.blogspot.com/2011/06/welcome-t…
...

Where is your conscience?
Where is your social responsibility?
Are the billions you are going to make
Worth the environment/LIVES of people you are going to destroy

This world is not just about making money
It is about generating wealth so that we can live
In harmony with nature, with one another

Australia rejected your Rare Earth operation
Australians disapproved of your inhuman actions

Malaysia accepted your plant here
BUT Malaysians reject and detest your inhuman acts

What a tragedy that so many people must die before you wake up.

7 June 2011 21:30

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…




... und gleichzeitig wollen sie mit Hilfe der Russen in ihrem Land ein AKW bauen.

http://www.bernama.com.my/bernama/v5/newsindex.php?id=592367
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

IMHO macht sich die Anti-Lynas-Bewegung damit vollkommen unglaubwürdig.

da ich erst nach Pfingsten wieder online sein kann wünsche allen jetzt schon schöne, erholsame Feiertage


Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 41.624.481 von JoJo49 am 09.06.11 09:23:14

Nachtrag:
http://www.fool.com/investing/general/2011/06/08/insiders-ex…
Insiders Exiting Molycorp

By Travis Hoium | More Articles
June 8, 2011 | Comments

...
...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

[Hase41]

Loji Lynas, penduduk bantah kerana isu keselamatan
Muda Mohd. Noor
| June 9, 2011

Loji seperti di Jepun, Amerika Syarikat dan Malaysia (Bukit Merah, Perak) memang membahayakan penduduk.

PETALING JAYA: Penduduk sekitar Kuantan membantah loji pemprosesan nadir bumi Lynas Corporation kerana bimbang keselamatan mereka, Timbalan Pengerusi Badan Bertindak Anti Rare Earth (Badar), Suhaimi Saad .

Beliau berkata, loji seperti di Jepun, Amerika Syarikat dan Malaysia (Bukit Merah, Perak) memang membahayakan penduduk.

Menurutnya, jaminan keselelamatan penduduk perlu melebihi kepentingan politik dan wang ringgit.”Apa yang berlaku sebelum ini, loji seperti itu memang membahayakan penduduk di kawasan sekitarnya.

“Bayangkan jarak rumah kami antara tiga hingga 10 kilometer dengan loji Lynas tersebut.

“Sudah tentu ia membahayakan 15, 000 penduduk Gebeng, Sungai Ular, Cherating, Balok, Sungai Karang dan taman perumahan.

“Mengapa pilih kawasan kami, mengapa tidak pilih kawasan yang tidak ada penduduk” katanya ketika ditemui baru-baru ini.
Operasi bulan September

Menurut Suhaimi loji Lynas tersebut dijadualkan beroperasi pada bulan September depan untuk kegunaan kilang pembuatan alat eletronik.



Loji itu dibina di atas kawasan lapang seluas 100 hektar sama keluasan 140 padang bola di Gebeng dekat Kuantan akan menggunakan pekerja tempatan seramai 400 orang.

Menurut Suhaimi pada peringkat awal penduduk sekitar tidak mengetahui projek pembinaan loji tersebut sehinggalah ia dipamerkan untuk pemeriksaan panel antarabangsa.

“Isu ini telah disembunyikan oleh pihak tertentu yang mempunyai kuasa, mereka seperti tidak mempunyai perasaan terhadap kebimbangan penduduk.

“Seperti yang saya katakan, mereka mungkin nampak kepentingan lain berbanding keselamatan penduduk,” tambahnya.



Suhaimi berkata, penduduk akan terus memprotes pembinaan loji Lynas tersebut seperti yang dilakukan dalam tiga siri protes sebelum ini.

http://www.freemalaysiatoday.com/2011/06/09/loji-lynas-pendu…



google Übersetzung:


Lynas Pflanze, zu widersetzen, weil Bewohner von Sicherheitsfragen
Muda Mohd. Noor
| 9. Juni 2011

Plant in Japan, den USA und Malaysia (Bukit Merah, Perak) ist für den Menschen gefährlich.

PETALING JAYA: Einwohner Objekt zu Verarbeitungsbetrieben um Kuantan Lynas Corporation Seltenen Erden, weil sie für ihre Sicherheit fürchten, der stellvertretende Vorsitzende der Task Force Anti Rare Earth (Badr), Suhaimi Saad.

Er sagte, die Anlage, wie in Japan, den USA und Malaysia (Bukit Merah, Perak) ist für den Menschen gefährlich.

Ihm zufolge müssen die Menschen Sicherheit keselelamatan als Politik und Geld. "Was in der Vergangenheit solche Anlagen passiert sind schädlich für die Anwohner in der Umgebung.

"Stellen Sie sich unsere Häuser reichen von drei bis 10 Kilometer von der Anlage Lynas.

"Natürlich ist es gefährlich, 15, 000 Menschen Gebeng, Snake River, Cherating, Balken, Sungai Karang und Wohnen.

Was spricht für unsere Gegend, warum nicht wählen die Menschen, die nicht da sind ", sagte er, wenn trafen vor kurzem.
Operations im September

Nach dem Lynas Suhaimi Anlage soll im September kommenden betreiben zur Herstellung von elektronischen Geräten.

Anlage wurde auf 100 Hektar Freifläche Fläche von 140 Fußballfeldern in der Nähe von Kuantan Gebeng werden etwa 400 lokale Arbeitskräfte nutzen gebaut.

Nach Suhaimi frühen Bewohner nicht über die Errichtung der Anlage wissen, bis es an die internationale Jury überprüfen erschienen.

"Dieses Problem wird durch eine bestimmte Partei wurde ausgeblendet hat die Autorität, schienen sie keine Gefühle von Sorge Einwohner haben.

"Wie ich sagte, sie könnten sehen, als die Sicherheitsinteressen der anderen Personen, fügte er hinzu.

Suhaimi sagte, die Menschen werden weiterhin die Errichtung der Anlage Lynas wie die drei Serien von Protesten vor zu protestieren.

-------

Wollen wir hoffen, dass das Genehmigungsverfahren nicht am Widerstand der Lynas-Gegner
scheitert und beide Seiten zufrieden gstellt werden.
Ich denke Lynas hat einiges an positiven Vorleistungen gebracht und die Prüfkommision
kommt zu einen, für uns, guten Ergebnis.

Gruß Hase41

[Fuenfvorzwoelf]

http://www.greenpeace-magazin.de/index.php?id=55&tx_ttnews[t…

tagesthemen
10. Juni 2011, 09:48
Gigantische Raffinerie für seltene Erden - Protest in Malaysia

Von Christiane Oelrich, dpa Bangkok/Kuala Lumpur (dpa) - In Gebeng an der malaysischen Ostküste ist ein riesiges Bauprojekt im Gange. Auf der 20 Hektar großen Baustelle entsteht eine der größten Raffinerien der Welt für seltene Erden. Die australische Bergwerksfirma Lynas will in vier Monaten mit der Produktion beginnen. «Die Anlage hat das Potenzial, 33 Prozent der Weltnachfrage zu decken und das Monopol, das China zur Zeit hat, zu brechen», sagt Lynas-Sprecherin Liz Whiteway. Das wäre die Antwort auf Stoßgebete der Elektronikhersteller. Seit Peking im September zeitweise den Export drosselte, zittert die Industrie.

Lynas fördert die Mineralien, aus denen die seltenen Erden gewonnen werden, im 4000 Kilometer entfernten Bergwerk Mount Weld in Westaustralien, 35 Kilometer südlich des Städtchens Laverton. Der Gehalt an «seltene Erden-Oxyd» (REO) in den Mineralien betrug bei Probebohrungen 15,4 Prozent. «Mount Weld ist das reichhaltigste Vorkommen seltener Erden der Welt», sagt Whiteway. Die Reserven werden auf mindestens 1,5 Millionen Tonnen geschätzt.

Die 15 begehrten Metalle werden überall gebraucht: sie sind in Handys, Glasfaserkabeln, Computerchips, Röntgengeräten, Energiesparlampen, Flachbildschirmen und Motoren von Hybrid- und Elektrofahrzeugen enthalten. Der Bedarf steigt sprunghaft, der Preis explodiert: Allein Neodym für Kopfhörer und Hybridautos stieg von 42 Dollar das Kilogramm vor einem Jahr auf mehr als 280 Dollar an. Lynas schätzt, dass der Bedarf an seltenen Erden von 127 500 Tonnen (2010) innerhalb von vier Jahren auf 177 200 Tonnen jährlich wächst. In Gebeng sollen in einer ersten Phase 11 000, später 22 000 Tonnen im Jahr produziert werden. Eine noch größere Raffinerie entsteht zur Zeit in Kalifornien: Molycorp will 40 000 Tonnen im Jahr produzieren.

Lynas bereitet das kostbare Gut fernab der Heimat auf. «Mount Weld ist abgelegen, das eignet sich nicht», sagt Whiteway. Gebeng in Malaysia habe sich unter anderem empfohlen mit seiner guten Hafenanbindung und gut ausgebildeten Technikern. Anwohner argwöhnen andere Gründe: Die Aufbereitung von seltenen Erden gilt als dreckiges Geschäft. Deshalb haben die Industrieländer dies weitgehend den Chinesen überlassen. Nach Angaben von Lynas kamen knapp 90 Prozent der 103 000 Tonnen seltene Erden auf dem Weltmarkt im vergangenen Jahr aus China, der Rest aus Indien, Russland und den USA.

Die Anwohner von Gebeng wollen keine Dreckschleuder. «Wir kennen die Fakten und Risiken, und wir haben beschlossen, dass wir so etwas in unserer Nachbarschaft nicht wollen», sagt Jonathan Wong, Sprecher der «Stop Lynas»-Bewegung. «Wegen einer Gesetzeslücke war keine detaillierte Umweltverträglichkeitsstudie nötig», sagt Mohamed Idris von der Umweltorganisation Friends of the Earth. Die Gegner organisieren Märsche und sammeln Unterschriften.

Die Malaysier sind gebrannte Kinder: In den 80er Jahren hat der japanische Konzern Mitsubishi Chemicals im Norden in der Asian Rare Earth-Fabrik seltene Erden aufbereitet, mit verheerenden Folgen. Die Raffinerie wurde 1992 geschlossen, das Gelände ist bis heute verseucht. Die Rate der Geburtsfehler und Leukämiefälle in der Umgebung ist höher als anderswo. Mitsubishi ist nie angeklagt worden, und hat den Betroffenen nie eine Entschädigung bezahlt. Fast 20 Jahre später ist die Firma immer noch bei der Säuberung des Gelände.

Solche Gefahren drohten in Gebeng nicht, versichert Whiteway. «Das Lynas-Ausgangsmaterial enthält 50 mal weniger [radioaktives] Thorium als das, was Asian Rare Earth nutzte», sagt Whiteway. «Die Einwohner sind null Strahlung ausgesetzt.» Die Radioaktivität im Abfallprodukt sei verschwindend gering. Das Material werde aber dennoch in Containern gelagert, die ein Entweichen in die Umwelt verhindern.

Die Anwohner überzeugen die Beteuerungen von Lynas und ihrer eigenen Regierung nicht. Wong: «Die Regierung verlangt, dass wir das Leben unserer Kinder aufs Spiel setzen.»

[Optimist_]

http://www.haz.de/Nachrichten/Wissen/Uebersicht/Australien-w…

Australien will Chinas Monopol bei seltenen Erden brechen

11.06.2011 08:00 Uhr

Seit China die Ausfuhr von seltenen Erden zeitweise gedrosselt hat, herrscht Aufregung am Elektronikmarkt. Jeder braucht die begehrten Metalle, 90 Prozent kommen aus China. Australier wollen für Abhilfe sorgen: sie bauen in Malaysia eine gigantische Raffinerie. Die Anwohner dort aber protestieren: Sie wollen keine schmutzige Raffinerie vor der Haustür.


In Gebeng an der malayischen Ostküste entsteht auf 20 Hektar die größte Raffinerie für seltene Erden.

...

http://www.faz.net/artikel/C31163/rohstoffe-rhodiumpulver-fu…

Rhodiumpulver für den heimischen Tresor

Technologiemetalle und Seltene Erden sind als Geldanlage bei Privatanlegern gefragt. Die Preise steigen. Die Märkte jedoch sind sehr intransparent, da die Metalle nicht an der Börse gehandelt werden.

Von Judith Lembke und Tim Höfinghoff

...

[JoJo49]

Eine aktuelle und invormatives Posting aus dem HC-Forum sowie ein umfangreiche und invormative Seite zur aktuellen Fakten-Lage von Lynas.

@ eine erfolgreiche Woche


Grüsse JoJo


http://www.hotcopper.com.au/post_single.asp?fid=1&tid=148047…
...

His Answer are in CAPS

Matthew James Koh ? in response to your statement

Australia is 58 times bigger than Peninsular Malaysia. With a population of 21 million and a government that answers to the people, Australia dare not take a bet that a Rare Earth Plant is worth its risk and investment. AUSTRALIA APPROVED THE LYNAS PLANT IN 1992, UNDER A PREVIOUS MANAGEMENT TEAM ? BUT THIS PLAN WAS NOT ECONOMICALLY VIABLE AT THAT TIME.

The USA has closed most of its mines, THE USA ONLY HAD ONE RARE EARTHS MINE, WHICH WAS PUT UNDER CARE AND MAINTENANCE WHEN PRICES DROPPED DUE TO CHINESE COMPETITION. NOW PRICES ARE UP AGAIN THIS OPERATION HAS RECOMMENCED AND ARE THEY CONSTRUCTING A NEW PLANT TO EXPAND TO TWICE THE SIZE OF THE LYNAS OPERATION
and so has China. In Mongolia, vast tracts of lands thousands of square kilometres are rendered hazardous, with toxic runoffs destroying everything in their path, with high radioactivity, tainting precious water supplies and this chain reaction will continue for thousands of years. And all this is just from one small factory which has also been closed down. It is surrounded by partly frozen red-colored 'tailing lakes' up to a square mile in size and the land is scarred with toxic runoffs from the refining process and pock-marked with craters and trenches. Larger Rare-Earth refineries sit around the banks of the world?s largest tailing lake, Baogang - seven square miles of evil-smelling toxic waste that shows the shocking extent of this industry's impact. THIS REGION PRODUCES ALMOST HALF THE WORLDS RARE EARTHS ? IT IS CERTAINLY NOT A ?SMALL FACTORY?. THE ENVIRONMENTAL DAMAGE IN CHINA IS REAL, AND THE CHINESE GOVERNMENT IS SERIOUS ABOUT THE CLEAN UP OF THERE INDUSTRY. THEY ARE DRIVING CONSOLIDATION OF THE INDUSTRY TO ENABLE THE LARGER COMPANIES TO AFFORD AND OPERATE WATER TREATMENT PLANTS, GAS TREATMENT PLANTS AND SOLID MANAGEMENT PROGRAMS. THIS IS PUSHING THEIR COSTS UP, WHICH IS ONE UNDERLYING REASON THE RARE EARTH PRICES ARE INCREASING. LYNAS ALREADY HAS ALL OF THE APPROPRIATE ENVIRONMENTAL PROTECTION EQUIPMENT IN PLACE OR BEING CONSTRUCTED WHICH SHALL MEET GLOBAL STANDARDS ? SOMETHING WHICH THE CHINESE INDUSTRY CANNOT DO TODAY.

It is a scene that Chinese officials do not want the world to see. Several villages close to the lake have already been relocated because of pollution and security guards hired by the mining company.

And to think that Malaysia is building the world?s largest Rare Earth Plant is truly madness of the highest order.
AS DISCUSSED ABOVE THE CHINESE INDUSTRIAL PERFORMANCE IS NOT COMPARIBLE TO THAT WHICH LYNAS HAS DESGINED, IS BEING BUILT AND WILL OPERATE AT. I BELIEVE EVEN THE GREEN PARTY NOW ACCEPTS THAT LYNAS WILL OPERATE AT GLOBALLY ACCEPTABLE STANDARDS.

Even massive Australia balks
AS DISCUSSED ABOVE AUSTRALIA HAS NOT BALKED.

Australia with its massive land size, could site it many thousands of miles in the centre of Australia, far away from populated areas and still be shielded should an accident happens but it will not even dream of building one in the country itself. AS DISCUSSED ABOVE AUSTRALIA PREVIOUSLY GAVE APPROVALS FOR THIS PLANT ? ON THE COAST NEAR A POPULATION THAT COULD PROVIDE A WORKFORCE.
But Peninsular Malaysia would be dead meat if the inevitable happens. And to think that it could never happen is foolhardy. The Chernoybl meltdown was not supposed to happen and neither was the Fukushima Nuclear Plant in Japan. THE SOLID IRON PHOSPHO GYPSUM WHICH CONTAINS 1600PPM THORIUM FROM A MINERAL PROCESSING PLANT IS INCOMPARIBLE T A NUCLEAR REACTOR ? MALAYSIA ALEADY HAS MANY INDUSTRIES WHICH PROCESS MINERAL PRODUCTS AND PRODUCE SIMILAR SOLID BY PRODUCTS, MALAYSIA ALSO HAS A OIL AND GAS INDUSTRY WHICH PRODUCES SOLIDS WITH SIGNIFICANTLY HIGHER LEVELS OF RADIONUCLEI THAN THE LAMP. YOUR STATEMENT IS FEAR MONGERING.

In the event of an accident the fallout could reach within an area of 80km radius, wiping out Kuantan, Pekan, Kemaman and most of the areas around Pahang and Terengganu. Long term the two states will be rendered useless and unliveable. It simply is illogical to site a Rare Earth Refinery so near to a large population and in such a small country. THIS STATEMENT IMPLIES LYNAS IS BUILDING A NUCLEAR REACTOR ? PLEASE BASE YOU STATEMENTS ON FACT ? LYNAS IS BUILDING A MINERAL PROCESSING OPERATION WHICH PRODUCES SOLID BY-PRODUCTS AS DISCUSSED ABOVE.

Should there be an accident, the Peninsular will never be able to recover, and may even be sued by Indonesia, Thailand and Singapore. And now that Australia with such a huge storage capacity would not allow the waste tailings to be reimported, shows Australia?s determination to wash its hands off the matter. SIMILAR FEARMOGERING

With Australia ?s announcement that they will not accept our waste, what are we going to do with it? Hide it in Taman Negara, on Gunung Tahan, or drop in the sea? Or try to sell it to another unsuspecting third world country? All the profits we make will not be enough to pay for the disposal of the highly toxic waste. THE WASTE IS NOT HIGHLY TOXIC, LYNAS HAS APPROVAL FOR ON SITE STORAGE. SIMILAR MATERIAL IS USED AS ROAD SUB-BASE IN THE USA, EUROPE, AND AFRICA.

Malaysia in its stride to become a global economic powerhouse, should seriously weigh the pros and cons of the project. And anyhow we put it, the cons do outweigh the pros. It would be downright silly to even think that we can outwit nature. A MULTI YEAR PROCESS OF UNDERSTANDING THE PROJECT, ANALYSISING THE BENEFITS TO THE ECONOMY, COMPLETING THE ENVIRONEMNTAL IMPACT STATEMENT, COMPLETING THE RIADIATION IMPACT ASSESSMENT, COMPLETING THE QUANTITATIVE RISK ASSESSMENT, AND MULTIPLE CONSULTATIONS WITH MANY DEPARTMENTS WAS UNDERTAKEN BY YOUR GOVERNMENT. THE RESULTS WERE THEN PUBLICLY REPORTED IN 2009 WITH MULITPLE BRIEFINGS BOTH IN KL AND KAUNTAN TO MEDIA, POLITICAL PARTIES, COMMUNICTY GROUPS AND OPEN BRIEFINGS.

Childish reaction

The Pahang MB?s threat to pull the plug on Gebeng with the loss of 20 thousand jobs, should the Rare Earth Plant be called off, is really a childish reaction and a very weak attempt to resolve the problem. And to allow 20,000 people to lose their jobs just because the people rejected this insane project, when the Rare Earth Plant should not be there in the first place, is unbelievable. THE STATEMENT, I BELIEVE, WAS TO HIGHLIGHT THE LYNAS PLANT IS SIMILAR TO EXISITING INDUSTRIES WITHIN THE REGION, FOR ALL THE REASONS STATED ABOVE AND ESLEWHERE ON THIS FACEBOOK PAGE.

It is also preposterous that Officials from the EIA saw it fit to announce that a comprehensive EIA study was unnecessary, EIA was set up for the sole purpose of protecting the environment of the nation, and it is downright insulting of EIA to ignore the people and to side the Federal Government. THE GOVERNMENT HAS CLEAR STANDARDS AND REGULATIONS FOR PROJECTS LOCATING WITHIN GENENG INDUSTRIAL AREA. AN ENVIRONMENTAL IMPACT ASSESSMENT WAS COMPLETED AND IS, I UNDERSTAND, AVAILABLE FOR PUBLIC INSPECTION

If the BN government does not take steps to settle this issue immediately, it will only cause the people to lose faith in the government. Already the Bukit Merah incident is a black mark, and our government should take steps that such an incident should never be allowed to happen again. BUKIT MERAH CAN NOT BE COMPARED TO THE LAMP. THERE ARE SO MANY DIFFERENCES; THE MAIN ONE BEING THE STARTING MATERIAL IS COMPLETELY DIFFERENT, WITH MOUNT WELD CONCENTRATE 50 TIMES LOWER THORIUM CONTENT THAN THE TIN AMANG USED BY ASAIN RARE EARTHS, A PROCESS WHICH IS COMPLETELY DIFFERENT AND DOES NOT CONCENTRATE THE THORIUM RESULTING IN A IRON PHOSPO GYPSUM PRODUCT THAT HAS 300 TIMES LOWER THORIUM THAN THE BUKIT MERAH WASTE. THE AELB WAS NOT FORMED WHEN BUKIT MERAH WAS APPROVED, STANDARDS WERE COMPLETELY DIFFERENT. THE TWO PROJECTS ARE INCOMPARIABLE.

How can our government be fooled by this Orang Putih Foreigners who continues to insult our intelligence? When will we ever learn not to play with fire? In our relentless pursuit for the extra dollar, we continue to mess around with nature without thinking of its disastrous consequences.

Rare Earth belongs in the ground and It should never be dug up and refined in the first place. Just like nuclear fusion, it will cause a chain reaction that may one day cause the end of the world. Chernobyl and the Fukushima Reactor in Japan is a testament to that. YOU CLEARLY DO NOT KNOW MUCH ABOUT RARE EARTHS ? RARE EARTHS ARE NOT RADIOACTIVE, SUGGEST YOU GOOGLE IT

180 countries in the world cannot be wrong to reject such a dangerous project. PLEASE NAME THE 180 COUNTRIES WHO REJECT RARE EARTHS? MANY COUNTRIES ARE LOOKING FOR AND IMPORT RARE EARTHS.
There is simply no mitigation possible should an accident happen. Gebeng is also situated very near to the South China Sea and a Giant Tsunami generated from a simple earthquake cannot be discounted from its list of failsafe emergency procedures. I THINK YOU WILL FIND THE EAST COAST OF PENINSULAR MALAYSIA IS WELL PROTECTED BY EAST MALAYSIA AND THE PHILLIPINES FROM THE RING OF FIRE.

One day we may be the laughing stock of the world by our decision to lose a country for the sake of a Rare Earth project. OR THE EVNY OF THE WORLD WITH A SECURE SOURCE OF RARE EARTHS AND DOWNSTREAM INDUSTRY LOCATING TO MALAYSIA TO ACESS IT

The risk is just too high. And it is simply not an option. I BELIEVE THIS VIEW IS INCORRECT FOR THE MANY REASONS GIVEN ABOVE.
------------------------------------------------------------------------------------------------------------------

http://stoplynas.blogspot.com/2011/06/welcome-to-truths-and-…

SELAMAT BERKUNJUNG KE BLOG ANTI LYNAS | DILANCARKAN SECARA TIDAK RASMI PADA 1 JUN 2011 | SILA SEBARKAN INFO BLOG INI KEPADA SEMUA | SAVE MALAYSIA STOP LYNAS
Friday, June 10, 2011
Welcome To The Truths And Facts About Lynas

A site dedicated to search for the truths about rare-earth , it's importance, impact and actual risk to the public.

FACTS ABOUT LYNAS

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Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

[JoJo49]

http://www.reuters.com/article/2011/06/13/china-rareearth-id…
China vows to strike hard against illegal rare earth mining

BEIJING | Mon Jun 13, 2011 7:14am EDT

Jun 13 (Reuters) - China will "strike hard" against the illegal mining, exporting and smuggling of rare earth elements to impose discipline on an increasingly "strategic" sector, the industry minister said on Monday.


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Jack Lifton » Comments » Comments on MCP http://seekingalpha.com/author/jack-lifton/comments/symbol/m…

Market Conditions Quickly Move Molycorp to Price Share Offering and Convertible

This person says "The USA will need to stockpile rare earth material like it does to oil."

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Googleübersertzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

Grüsse JoJo

[JoJo49]

Gerade auch die Kommentare am Ende zum folgenden Artikel sind IMHO beachtenswert.

Lynas Malaysia and the rare earth controversy
http://www.asiasentinel.com/index.php?option=com_content&tas…

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Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Der neue Mix-Preis http://www.lynascorp.com/page.asp?category_id=1&page_id=25
http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…
13/06/11 Av. Mt Weld Composition Mt Weld Zusammensetzung 203.60 US$/kg auf FOB Chinabasis.
... ein preisvergleich zu 2007 siehe Link.

World Rare Earths Industry Conference 2011
http://www.events-actually.com/wreic2011.html

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Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

http://www.businessinsider.com/richard-karn-50-specialty-met…
No Less Than 50 Specialty Metals Face A Supply Threat

The Gold Report|Jun. 14, 2011, 9:37 AM


The Critical Metals Report: Let's start with the basics. In general terms, what exactly are "specialty" metals?

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Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…



http://www.themalaysianinsider.com/malaysia/article/regulato…
Regulator says Lynas radiation impact report not good enough

By Shannon Teoh
June 15, 2011

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Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


... zu allem noch eine aktuelle Einschätzung aus dem HC-Forum zu Lynas: http://www.hotcopper.com.au/post_single.asp?fid=1&tid=148247…
...
What's more fun than a guess at tomorrow's share price ?

The date of the release of the report!

I'm picking July 3rd and I'm going to top up on the 30th June when all that tax loss selling is happening, unless you all beat me to it. Can't imnagine the report having too much negativity, maybe a few Is and Ts to take care of. So my sassumption, a LAMP real soon, 22,000 tonnes within 12 -18 months and an RE price that is more than everyone but Arafura dreamed of 12 months ago Whatever the price....

Cheers

--------------------------------------------------------------------------------
Holding longterm DML 12 mth target $4.80




Grüsse JoJo

[JoJo49]

http://www.techmetalsresearch.com/2011/06/implications-for-i…
Implications For Investors Of The Dramatically Increasing Chinese Virtual Demand For Rare Earths

by Jack Lifton on June 15, 2011 · 20 comments

in China,News Analysis,Rare Earths

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Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…



http://online.wsj.com/article/BT-CO-20110615-703713.html
JUNE 15, 2011, 6:06 A.M. ET.
China To Set Up Strategic Reserve For Heavy Rare Earths -Sources

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Googleübersetzt: http://translate.googleusercontent.com/translate_c?hl=de&ie=…


Grüsse JoJo

[JoJo49]

http://www.bloomberg.com/news/2011-06-17/rare-earth-prices-d…" target="_blank" rel="nofollow ugc noopener">http://www.bloomberg.com/news/2011-06-17/rare-earth-prices-d…


Rare Earth Prices Double in Two Weeks as China Seeks to Increase Control

By Jason Scott - Jun 17, 2011 7:47 AM GMT+0200

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@ ein schönes WE


Grüsse JoJo

[JoJo49]

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

Die ganze Information ergibt sich IMHO erst durch das lesen des kpl. Artikels.


Grüsse JoJo


http://thestar.com.my/news/story.asp?file=/2011/6/16/nation/…
Thursday June 16, 2011

Nuclear energy board unlikely to approve Lynas’ licence

...

The AELB, an agency under the Science, Technology and Innovation Ministry, said the findings of the expert panel appointed by the In­­ternational Atomic Energy Agency (IAEA) is expected on June 30.

“Lynas claims they are very confident that it has met all requirements. They are in the midst of preparing the long-term waste management strategies,” Abdul Aziz said after delivering a talk on awareness and understanding various issues and technical aspects of the plant here yesterday.

Construction of the RM700mil rare earth oxides plant by Lynas Malaysia Sdn Bhd, a subsidiary of Lynas Corporation Australia, at the Gebeng Industrial Estate created a controversy following claims that it would emit radiation, which could be detrimental to public health.

Earlier in his talk, Abdul Aziz said six licences known as “multi-stage licensing” have to be approved for Lynas to be in full operations, of which two licences for citing and construction have been granted.

The AELB has been directed to hold back any consideration for the pre-operations licence to Lynas until findings of the expert panel is made known.

Meanwhile, Deputy International Trade and Industry Minister Datuk Mukhriz Mahathir told the Dewan Rakyat public debate on the rare earth plant should stop until experts complete a safety study.

Mukhriz said the Government would not make any decision about the project until a report on the safety study was obtained.

Googleübersetzt: http://translate.googleusercontent.com/translate_c?hl=de&ie=…

[JoJo49]

http://www.mysinchew.com/node/58805

News
2011-06-16 10:47

Let experts decide on safety of Lynas project


KUALA LUMPUR, June 15 (Bernama) - Public debate on the rare earth plant by Lynas Corporation Ltd of Australia in Gebeng, Kuantan should stop until experts complete a safety study at month end.

Deputy Minister of International Trade and Industry Datuk Mukhriz Mahathir said the issue should not be discussed because they are not experts in the field.

"That's why we bring in experts appointed by the International Atomic Energy Agency (IAEA) so that government can make the right decision. We will accept advice given by IAEA and will cancel the project if poses danger to the people.

"However, if IAEA finds that it does not pose a health danger, everyone must accept reality and do our best," he said when winding up debate on the Industrial Development Board Bill (Incorporated) (Amendment) Act 2011.

Mukhriz said the government will not make any decision about the project until a report on the safety study is obtained.

IAEA has appointed a team of eight experts led by Waste Technology and Nuclear Fuel Cycle Division director Dr Tero Varjoranta of Finland to conduct a safety and health review of Lynas plant from May 29-June 3.

A report on their findings will be submitted to the government on June 30.

The Lynas issue dominated the debate resulting in a war of words between government backbenders and the opposition.

Fuziah Salleh (PKR-Kuantan) claimed decision to develop the project was flawed as licence for the plant's construction was issued before public consultation was held.

"The plant is almost ready. Pressure from us led to the calling of panel of experts and public consultation."

She objected to the RM700mil nuclear plant project as it can cause radiation detrimental to public health and questioned the environment impact assessment.

Fuziah's claim that the panel did not include public health experts prompted Datuk Abdul Rahman Dahalan (BN-Kota Belud) to say it was impossible to convince her.

The bill was subsequently passed. Dewan Rakyat session continues tomorrow.

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


Grüsse JoJo

[JoJo49]

http://stocknessmonster.com/news-history?S=LYC&E=ASX
LYC Lynas Corporation Limited
June 2011
20th Article - Minister of International Trade and Industry
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=638134
20 June 2011
Malaysian Minister of International Trade and Industry authors newspaper article on the Lynas Advanced Materials Plant

Lynas Corporation Limited (“Lynas”) (ASX:LYC, OTC:LYSDY) wishes to update shareholders with respect to an article by Datuk Seri Mustapa Mohamed, Malaysia’s Minister of International Trade and Industry, which appeared in the Malaysian press on 19 June 2011. The Minister’s article is as follows.

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20th Mount Weld Commissioning Update
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=638099
20 June 2011
Mount Weld Concentration Plant Commissioning Update

Lynas Corporation Limited (“Lynas”) (ASX:LYC, OTC:LYSDY) is pleased to announce the commissioning of the Mount Weld Concentration Plant is progressing well.
All units of the Concentration Plant, from the ore feed through to the concentrate bagging unit have been commissioned in accordance to plan. This is an important milestone for the plant, confirming the mechanical, electrical and process flow functionality of the plant. Low grade ore was used for the initial commissioning steps, and now design grade ore is being fed into the plant.
The team commissioning the plant will now commence the calibration phase of the commissioning plan to secure steady state operation of the Concentration Plant. Production shall increase in accordance with the ramp-up plan through to design capacity to synchronise with the commissioning of the Lynas Advanced Materials Plant in Malaysia.
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Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


20th Lynas Advanced Materials Plant Update
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=638099
20 June 2011
Lynas Advanced Materials Plant Update

Lynas Corporation Limited (“Lynas”) (ASX:LYC, OTC:LYSDY) wishes to update shareholders with respect to the independent technical review being conducted on the Lynas Advanced Materials Plant (LAMP) currently under construction in the Gebeng Industrial Estate, near Kuantan, Malaysia.
In the first week of June, the IAEA concluded the independent expert mission to Malaysia to review radiation safety at the LAMP. The 10-member review team held technical meetings as well as numerous sessions to gather public views and hear concerns about the facility. It also met Lynas project staff and visited the construction site during its week-long mission, which was carried out at the invitation of the Malaysian Government.
"The meetings and interviews were transparent, open and were held with a good working atmosphere and cooperation with all the parties," said the IAEA's Tero Varjoranta, the team leader.
"The public submissions were important for understanding concerns and for discussing radiation safety aspects of the project." The team will compare the information gathered against relevant international radiation safety standards and good practices. Its report and recommendations will be provided to the Malaysian Government by the end of June, and the Malaysian Government shall make the panel’s findings and recommendations public.
Lynas respects the independent review process, and understands the independent review process is progressing on schedule to report to the Malaysian Government by the end of June. Upon receipt of the Malaysian Government’s decision on the findings of the independent technical review, Lynas shall release a further market update.
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Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


@ eine erfolgreiche Woche


Grüsse JoJo

[websin]

China investors believe Australia discriminates: report

http://www.reuters.com/article/2011/06/21/china-australia-in…

[JoJo49]

Das find ich jetzt schon erstaunlich, einen faßt neutralen Bericht von dieser Seite habe ich so nicht erwartet.
Findet dort langsam ein umdenken statt von falschen Voraussetzungen, Vermutungen, Spekulationen und hahnebüchenen Horrorszenarien hin zu den wirlichkeitsnahen und wichtigen Fakten?

Es wäre IMHO wünschenswert.

Grüsse JoJo

http://www.themalaysianinsider.com/search/tag/lynas


http://www.themalaysianinsider.com/malaysia/article/miti-say…
Miti says Lynas decision to be based on facts
The Malaysian Insider – Mon, Jun 20, 2011


By Shannon Teoh

KUALA LUMPUR, June 20 — Just 10 days before the results of a crucial review, the Najib administration has assured the public that the fate of the RM700 million rare earth plant in Kuantan will be based on facts and not emotional or political reasons.

Minister of International Trade and Industry Datuk Seri Mustapa Mohamed said although Australian Miner Lynas Corp was given a manufacturing licence to build its plant for economic reasons, “issues of public safety and health, and environment were also” considered.

“Any decision taken will be based on facts, not emotion or political considerations. The International Atomic Energy Agency-appointed (IAEA) expert panel will determine the facts in this case, and the government’s decisions will be guided by its findings and recommendations,” he said in an essay sent to The Malaysian Insider last night.

The United Nations’ nuclear body led a team of international experts to meet stakeholders in Malaysia three weeks ago, after the government bowed to public opposition due to fears of radiation pollution in April and put the project on ice pending a month-long review.

But critics claim the nine-man panel, who will submit its recommendations to Putrajaya by the end of the month, will simply rubber-stamp the government’s decision.

They further claim that as a team of radiological experts, the panel lacked the expertise to look into other aspects of public health and the environment.

In his essay titled “Public safety and business: Getting the priorities right,” Mustapa said Malaysia welcomes foreign investment to help modernise and grow the economy, but would first evaluate the benefits and spin-offs to the economy, such as job creation and technology transfer.

“Not any investment, of course, but the right type of investment,” he wrote.

Lynas has said that its plant — which will extract rare earth metals crucial for high technology products such as smartphones, hybrid cars and wind turbines — will create an RM4 billion multiplier effect annually and will hire 350 skilled workers, 99 per cent of whom will be Malaysian.

Although reports say the plant may earn RM8 billion for Lynas, more than one per cent of the Malaysian GDP, critics have questioned the real economic benefit of the project, pointing to the 12-year tax holiday the Australian company will enjoy due to its pioneer status.

The government estimates investment spinoffs of RM2.3 billion from the plant, including the RM300 million already poured into two factories in the Gebeng industrial zone that will produce hydrochloric and sulphuric acid needed to extract the rare earth metals.

Mustapa added that despite the government calling for the review, investors would still welcome the fact that Malaysia makes its decisions based on facts and reason, and does not act arbitrarily.

“This incident also highlights the need for investors to be responsible corporate citizens in their host country. They should adhere to standards of conduct and governance which are not in any way inferior to those practised in their home country. I think these are legitimate expectations, and no enlightened investor will have any quarrel with them,” he wrote.

He also called on all parties to “refrain from making comments that may pre-judge the panel’s findings” that is due on June 30.

Despite the review process, which has frozen the approval process for two months, Lynas expects no delay to its plans to begin operations in September.

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

[JoJo49]

http://boersenradar.t-online.de/Aktuell/Boerse/Preis-fuer-se…" target="_blank" rel="nofollow ugc noopener">http://boersenradar.t-online.de/Aktuell/Boerse/Preis-fuer-se…

Hightech-Metalle
Preis für seltene Erden steigt deutlich

Erschienen am 20.06.2011 | Financial Times Deutschland

Die Preise für einige seltene Erden haben sich binnen drei Wochen verdoppelt. Grund sind Exportbeschränkungen in China, die Sorgen geschürt haben, das weltweite Angebot könnte knapp werden.

...




Grüsse JoJo

[Optimist_]

Wall Street Journal heute:

http://online.wsj.com/article/SB1000142405270230393670457639…

China's Rare-Earth Exports Decline

Seeking Alpha heute:

http://seekingalpha.com/article/275837-rare-earths-the-law-o…

Rare Earths: The Law of Supply and Demand

UK "The Independent" heute:

http://www.independent.co.uk/environment/rareearth-metal-pri…

Rare-earth metal prices spike as China stockpiles supplies

Yahoo News heute:

http://news.yahoo.com/s/ac/20110621/us_ac/8675483_rare_earth…

Rare Earth Elements, the Next Great Resource Shortage Crisis

Chinapost heute:

http://www.chinapost.com.tw/china/china-business/2011/06/21/…

Rare earth prices surge as China tightens grip

BEIJING--Prices of rare earths have skyrocketed this year as China moves to consolidate the sector in order to tighten its grip over the highly coveted minerals used in high-tech products, analysts said Monday.

Prices of heavy rare earths, which are more expensive than the light elements due to their scarcity, have soared by up to five times since the start of 2011, Zhang Fang, an analyst with China Securities Co. Ltd., told AFP.

Those of light rare earths have meanwhile jumped by two to three times during the same period, she said.

...

[JoJo49]

Antwort auf Beitrag Nr.: 41.679.709 von Optimist_ am 21.06.11 20:45:14

Dank Dir für deinen Einsatz hier!

http://www.guardian.co.uk/business/2011/jun/19/rare-earth-mi…


Cost of metals used in hi-tech devices soars as China limits supplies
Europium oxide, used in energy-saving lightbulbs, plasma TVs and smart phones, has leaped from $1,260 a kg to $3,400

Tom Bawden
The Observer, Sunday 19 June 2011
Article history
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Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

http://www.asiasentinel.com/index.php?option=com_content&tas…

China's Rare Earth Mining Catastrophe

Written by Our Correspondent
Tuesday, 21 June 2011


Rare Earth Indeed
A dramatic lesson as the rest of the world gears up to replace the falling Chinese supply

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Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

So wie man es Heute auf der Webseite von Frau Fuziah Salleh nachlesen kann wird es wohl bald (1.Juli) auf Anregung durch einen öffentlichen Brief von Nic Curtis zu einem, so hoffe ich, fachlichen, sachlichen und öffentlichen Meinungsaustausch kommen.

Der offene Brief von Nic Curtis sowie Ihre Antwort wurden von Frau Fuziah Salleh auf der folgenden Webseite veröffentlicht:
http://fuziahsalleh.my/
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Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…



Grüsse JoJo

[JoJo49]

Frau Fuziah Salleh akzeptiert zwar die Einladung von Nicholas Curtis, allerdings nur unter ihren Bedingungen.

Von selber ist sie jedenfalls, trotz ihrer ganzen Anschuldingungen an Lynas, bisher nicht auf die Idee einer Kontakaufnahme gekommen obwohl sie schon 2009 bei einer Informationsveranstalltung, die Lynas vor Ort 2009 veranstalltet hat, dabei war.

Dabei unterstellt sie bisher nicht nur der internationalen Aufsichtbehörde Parteilichkeit und somit Unglaubwürdigkeit sondern auch Nicholas Curtis jetzt das er nur aus Angst heraus diesen öffentlichen Meinungsaustausch als PR-Veranstalltung misbrauchen will.

Na ja, IMHO könner wir dem gelassen entgegensehen.


Grüsse JoJo



http://my.news.yahoo.com/fuziah-accepts-lynas-invite-wants-m…" target="_blank" rel="nofollow ugc noopener">http://my.news.yahoo.com/fuziah-accepts-lynas-invite-wants-m…

Fuziah accepts Lynas’ invite, wants meet open
The Malaysian Insider – 23 hours ago

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Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

[JoJo49]

Mr. Nicholas Curtis geht in die Offensive räumt allerdings ein das es ein Fehler war erst jetzt auf die Proteste vor Ort einzugehen die er auf Grund der Faktenlage so nicht erwartet hat.

Er sagt dabei u.a.: "I respect that emotions have (become) very high, but these are emotions, not facts," said Curtis. The detractors of the project, he said, are "pushing emotional stories for political gains".

und


"The only way we can dampen the emotions is to correct the mistake of not engaging sufficiently. I'm asking for an engaged conversation about their concerns, and for them to have a dialogue with us."


@ ein schönes WE

Grüsse JoJo


http://www.freemalaysiakini.com/modules.php?name=News&file=a…
We've made a big mistake, says Lynas boss
Thursday, June 23 @ 06:23:12 CDT

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http://www.ariva.de/Seltene_Erden_Das_Monopol_Chinas_wird_in…
Seltene Erden: Das Monopol Chinas wird innerhalb von zwei Jahren fallen

20:47 23.06.11
...

[JoJo49]

http://www.ftd.de/wissen/natur/:angeblich-broeckelndes-monop…

23.06.2011

Angeblich bröckelndes Monopol

China redet Macht über seltene Erden klein

Die Industrie verschlingt die Rohstoffe in einem Wahnsinnstempo. Doch sie sind rar und teuer. China beherrscht den Markt als Monopolist und muss sich viel Kritik anhören. Um so erstaunlicher ist die neue Prognose aus Peking. von Michelle Röttger


Grüsse JoJo

[Optimist_]

Bunt gemischter Newsflow dieser Woche als Wochenendlektüre.

http://online.wsj.com/article/SB1000142405270230333990457640…

Rare-Earth Firms Prove a Common Focus for Shorts

By BRENDAN CONWAY And TATYANA SHUMSKY

The rare-earth minerals sector is drawing near-record short interest as bearish investors bet against its previously highflying stocks.

The industry, whose minerals are used to help power items as varied as vacuum cleaners and smartphones, had been a darling of the stock market over the past year. Investors snapped up shares of the North American trio of Molycorp Inc., Avalon Rare Metals Inc., and Rare Element Resources Ltd. as rare-earth minerals were viewed as short in supply, likely to be hit by Chinese export curbs and all but certain to enjoy steady future demand by a broad range of tech customers.

That all came to an end in recent months after a confluence of events sideswiped the industry, causing short sellers to swell. Investors who want to short shares borrow the stock and then sell it, betting that the price of the shares will fall and that they can buy them back at a lower price, for return to the lender.

...

http://thestar.com.my/news/story.asp?file=/2011/6/25/nation/…

Lynas wants to contribute not destroy community, says chairman

Published: Saturday June 25, 2011 MYT 1:33:00 PM

KUALA LUMPUR: Australia's Lynas Corporation Ltd, which is embroiled in a controversy regarding its proposed rare earth plant in Gebeng, says it wants to be a positive contributor to the community.

Executive Chairman Nicholas Curtis, who did not expect the "storm to be much bigger than anticipated", told Bernama that he welcomed constructive engagement with the concerned parties over the issue as there has been too much misinformation.

It was reported that the controversy over the construction of the RM700mil rare earth oxides plant by Lynas Malaysia Sdn Bhd at the Gebeng Industrial Estate was sparked following claims that it would emit radiation detrimental to public health. Curtis agreed that Lynas had failed to engage actively with the community.

"I guess I take some accountability for not having expressed our position strong enough, we thought we had done enough to weather the storm by engaging with the regulators on what we need to do to get approval when the obligation proved it's more than that to the community," he said.

....

http://de.finance.yahoo.com/nachrichten/Molycorp-Jetzt-losge…

Molycorp: Jetzt kann es losgehen!

..

Insgesamt beläuft sich das Investitionsvolumen auf 781 Millionen Dollar, wobei hier weitere Explorationsarbeiten bereits berücksichtigt sind. Laut Firmenangaben soll die Förderung von zehn hochgradigen Seltenen-Erden-Oxiden (sowohl schwere als auch leichte Rare Elements) planmäßig im nächsten Jahr anlaufen. In Phase 1 des Neu (SNP: ^NEUY - Nachrichten) -Betriebs sollen jährlich 19.050 Tonnen an Seltenen Erden abgebaut werden. Nach dem Ende der Phase 2 im Jahr 2013 wird mit einer Verdopplung des Outputs gerechnet.

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http://finance.yahoo.com/news/Molycorp-Primed-For-A-indie-31…

Molycorp Primed For A Bounce?

Shares of Molycorp (NYSE: MCP - News), the largest U.S.-based rare earths miner, are surging 9% today after JPMorgan came to the beleaguered stock's defense, saying the company could operate significantly below planned rare earths production capacity and still create shareholder value. The good cheer didn't end there as JPMorgan boosted its price target on Colorado-based Molycorp to $105 from $87, implying the shares could nearly double from where they currently trade.

...

http://www.miningweekly.com/article/molycorp-sees-sumitomo-d…

Molycorp sees Sumitomo deal closing by September

By: Reuters
20th June 2011

TORONTO - Molycorp expects a $130 million debt and equity deal with Sumitomo Corp to close in August or September and said it continues to see strong demand for all its rare earth products.

The Colorado-based miner added that the $781 million redevelopment of the Mountain Pass mine in California is fully funded even if the Sumitomo deal were to fall through, but said that the financing will provide some needed cushion.

"There's very little doubt in my mind that the deal is very strong still between the two parties and that this deal will close," Molycorp Chief Executive Mark Smith told Reuters.

"I think it will be sometime between mid-August and mid-September."

The financing, which was announced last December and was expected to close in February, will see Sumitomo buy $100 million of Molycorp's common stock and provide $30 million in debt financing.

...

http://www.ftd.de/finanzen/maerkte/:seltene-erden-energiewen…

Energiewende gehen die Rohstoffe aus

...
Experten prognostizieren Versorgungsengpässe
Die Branche stöhnt schon jetzt unter dem Druck steigender Preise. Experten warnen, dass sich die Versorgungslage mit seltenen Erden in absehbarer Zeit nicht entspannen wird. "Der Preisanstieg bei nahezu allen seltenen Erden setzt sich fort und beschleunigt sich sogar", sagt Harald Elsner, Rohstoffexperte der Bundesanstalt für Geowissenschaften und Rohstoffe (BGR). "Und einige seltene Erden werden nicht einfach nur teurer. Es wird echte Versorgungsengpässe geben."
Das gelte besonders für jene Untergruppe, die vor allem in grünen Technologien zum Einsatz kommt: die sogenannten schweren seltenen Erden. Diese sind in den Abbaugebieten nur in sehr geringen Konzentrationen vertreten und daher besonders wertvoll und knapp.
"Die aktuelle Rohstoffsituation könnte dazu führen, dass die Entwicklung von Wind- und Wasserkraftwerken sowie die Ausbreitung der Elektromobilität gefährdet ist", sagt Elsner. Spätestens im Jahr 2012 könnten nicht mehr genug seltene Erden zur Verfügung stehen.
...

http://www.deutsche-apotheker-zeitung.de/spektrum/news/2011/…

Terbium-161 gegen Krebszellen

München - Aufbauend auf dem Radionuklid Terbium-161 haben Wissenschaftler der Technischen Universität München (TUM) eine neue Therapie entwickelt, mit der vielleicht schon bald kleinere Tumore und Metastasen gezielter behandeln werden können. Das Nuklid wurde an der Forschungs-Neutronenquelle der TUM hergestellt und seine Wirksamkeit in Kooperation mit dem Paul Scherrer Institut (Villigen/Schweiz) erfolgreich an Krebszellen getestet.

...

http://www.ftd.de/finanzen/maerkte/rohstoffe/:rohstoffboom-p…

20.06.2011, 11:27

Preis für seltene Erden steigt deutlich

Die Preise für einige seltene Erden haben sich binnen drei Wochen verdoppelt. Grund sind Exportbeschränkungen in China, die Sorgen geschürt haben, das weltweite Angebot könnte knapp werden. von Leslie Hook, Peking

..
Sie führten die Entwicklung auf Hamsterkäufe von Unternehmen zurück, die weitere Preisanstiege fürchten. "Das ist eine Blase. Es kann gar nicht anders sein. Es gibt keinen Anwendungsbereich, der diesen Preis verkraften würde", sagte ein Händler aus Europa.

...

http://www.theaustralian.com.au/business/mining-energy/rare-…

Rare-earths delay sees Arafura take a pounding

RARE-EARTHS hopeful Arafura Resources has been punished by investors after delaying its Northern Territory project to expand the bankable feasibility study (BFS) at a cost of up to $60 million.
The Perth company's shares were down 17.02 per cent at 78c yesterday after it announced the study on the Nolans project had been extended by up to 12 months to refocus the plans to capture more upside from rare earths because of the rising price and strong demand for the products.

According to Arafura, the BFS was expanded after a detailed technical review identified additional work programs that have significant potential to reduce operating and capital costs.

They would also reduce risks associated with start-up of the proposed rare earths complex at Whyalla, in South Australia, which the company is building to process the products.

Chief executive Steve Ward said the price of rare earths had risen significantly over the past few years in relative terms to the other components from the project, such as phosphoric acid, uranium oxide and gypsum.

Start of sidebar. Skip to end of sidebar.
.End of sidebar. Return to start of sidebar.
"When we did the pre-feasibility study at the end of 2007, the value of the rare earths oxide was about $US200 million and the value of the other products was about $US100m," he said.

At today's prices, the value of the rare earths oxides is $US4bn, while the other components are still around $US100m.

"You can see . . . how things have changed, which is why we have decided . . . to focus on making the rare earths oxides and making certain other things we do don't have a negative impact on us being able to produce the rare earths oxides at the rate we want."

Mr Ward said the company would look at all options to fund the expanded BFS and that the company was already in talks with potential future customers from Japan, Europe and Korea.

He said all the analysis the company had done reflected that rare earths oxides would be tight for several years.

"By expanding the BFS, it will be longer to complete the project but we believe we will still be one of the very few new production sources of rare earths that will happen in the short-term," he said.

[JoJo49]

Aktuell aus dem HC-Forum: http://www.hotcopper.com.au/post_single.asp?fid=1&tid=148971…
lynas price calculator (qiktrade)
...

I have updated the Lynas Price Calculator http://www.defaultgateway.net/hotcopper/LynasBasket.xls (Öffnen mit Microsoft Office Exel) with more conservative forward projections in line with:
- potential delays in production
- lower industry P/E ratios
- lower forward price projections relative to current prices

Even with the more conservative projections including:
- no production in Q1 and Q2
- 50% production in Q3
- 100% production in Q4
I still end up with a share price of $5.19 based on 2011/12 production

Of course the whole Lynas world revolves around approval to proceed.

Whilst i am positive with regard to future price potential I personally only have 25% of my original holding in at the moment - with cash ready to go.

Must say it worries me a tad where some have 100% of their holdings already in. When it goes either way it will change price rapidly, but IMO, the vertical rise will be catchable whereas a vertical fall will be far more severe and difficult to deal with. I think it will be approved but with a few caveats and delays.

Bottom Line: if approved the earning potential will make this a very healthy stock to hold for at least the next 2 years. The calculator is provided as a "guide" reflecting my projections BUT you must do your own research AND manage your risk

--------------------------------------------------------------------------------
Twitter qiktrade too



Grüsse JoJo

[JoJo49]

Ein Rückblick auf dem 8.März zu den ausführlichen Artikel der New York Times: http://query.nytimes.com/search/sitesearch?query=Taking+a+Ri…
http://www.nytimes.com/2011/03/09/business/energy-environmen…
Taking a Risk for Rare Earths


Rahman Roslan for The New York Times

Lynas is building a large rare earth refinery in the Gebeng Industrial area, Kuantan, Malaysia. More Photos » http://www.nytimes.com/slideshow/2011/03/09/business/global/…

By KEITH BRADSHER
Published: March 8, 2011
...
...
http://query.nytimes.com/gst/fullpage.html?res=9D03E1D61E3FF…


Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 41.709.096 von JoJo49 am 28.06.11 10:16:48

...und eine Vorschau auf die nahe Zukunft: http://www.jobsdb.com.my/MY/en/Search/FindJobs?JSRV=1&Key=%2…


Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 41.709.138 von JoJo49 am 28.06.11 10:21:40

http://www.mmta.co.uk/uploaded_files/Rare%20Earths.pdf ... ist zwar schon ein paar Jahre alt und bezogen auf Lynas nicht mehr aktuell gibt aber IMHO für alle die sich über die Explorer und deren Ressourcen interssieren eine gute Übersicht.

Googleüebrsetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

http://www.bernama.com.my/bernama/v5/newsbusiness.php?id=596…

Lynas Wants To Contribute To Community, Not Destroy It.

By Siti Hawa Othman

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...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

http://www.nordbayern.de/nuernberger-zeitung/nz-wirtschaft/e…
Ein rarer Hort an seltenen Erden

Australische Firma baut riesige Raffinerie in Malaysia - 10.06. 16:13 Uhr

KUALA LUMPUR - In Gebeng an der malaysischen Ostküste ist ein riesiges Bauprojekt im Gange. Auf der 20 Hektar großen Baustelle entsteht eine der größten Raffinerien der Welt für seltene Erden.

...
...


http://www.rohstoff-welt.de/news/artikel.php?sid=27666
Lynas Corp: Tag der Entscheidung naht
23.06.2011 | 8:25 Uhr | Hahn, Rainer

...
...

http://www.rohstoff-welt.de/news/artikel.php?sid=27750
Seltene Erden: China-Ausfuhren fallen weiter
27.06.2011 | 6:45 Uhr | Hahn, Rainer



Grüsse JoJo

[JoJo49]

http://conferences.metal-pages.com/
Rare Earths 2011

Beijing, CHINA - 14 to 17 September 2011

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...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

Wenn jemand daran teilnimmt "Bitte" hier berichten.

Dafür im Voraus schon mal - DANKE!



Grüsse JoJo

[JoJo49]

http://www.financialsense.com/financial-sense-newshour/guest…
James Dines Predicts Rare Earth Buying Panic Over the Next Five Years

By James J Puplava CFP06/24/2011

The following is a partial transcript of Jim Puplava's interview with legendary investor and analyst James Dines. You can listen to the full audio interview or access the full transcript here.

...
...

Googleübersetzt: http://translate.googleusercontent.com/translate_c?hl=de&ie=…


Grüsse JoJo

[JoJo49]

http://properties.btimes.com.my/Current_News/BTIMES/articles…
Lynas review to be announced tomorrow

The Malaysian government will make an announcement tomorrow on Lynas Corp.’s planned rare-earth refinery in Kuantan state following a health and safety review by a panel of experts appointed by the International Atomic Energy Agency.

A briefing will be held at 11 a.m. local time in Kuala Lumpur, the government said in a statement.- Bloomberg

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


http://rareearthdigest.com/ree-news/news-asia.html
Asian Rare Earth News
Restrictions, reductions, more of same

Wednesday, 22 June 2011 06:44

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Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


http://english.ruvr.ru/2011/06/28/52516576.html
Russia to foray into rare earth metals market

Tags: exports, natural resources, Business, China, Russia, Commentary, World
Chernitsa Polina Jun 28, 2011 18:48 Moscow Time

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Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Zum Schluss ein Spruch einer ehmaligen aber bekannten Fersehsendung im Zweiten mit N.R.: "Alles wird Gut!"

Grüsse JoJo

[Faustus100]

Erster Post hier, aber ich denke ein wichtiger Post: FInal Report!

http://www.iaea.org/newscenter/news/pdf/lynas-report2011.pdf

[JoJo49]

LYC Lynas Corporation Limited
June 2011
30th Trading Halt
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=639328
MARKET RELEASE
30 June 2011
Lynas Corporation Limited
TRADING HALT
The securities of Lynas Corporation Limited (the “Company”) will be placed in Trading
Halt Session State at the request of the Company, pending the release of an
announcement by the Company. Unless ASX decides otherwise, the securities will
remain in Trading Halt Session State until the earlier of the commencement of normal
trading on Monday, 4 July 2011 or when the announcement is released to the market.
Security Code: LYC
Suzanna Dabski
Senior Adviser, Listings (Sydney)



http://www.iaea.org/newscenter/news/pdf/lynas-report2011.pdfGoogleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…



http://www.iaea.org/newscenter/multimedia/videos/malaysia/30…
Malaysia Mission Report - Lynas Project
[4:31 min] 30 June 2011
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Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[offcrash]

hier noch mal die aktuellen Fakten: (im Hauptthread ist ja gerade extrem viel los)

Lynas' Statement on IAEA Results
http://www.slideshare.net/Lynas_Malaysia/lynas-statement-on-…

Lynas Response to MP Fuziah Salleh from Nick Curtis
http://www.slideshare.net/Lynas_Malaysia/lynas-response-to-f…

gr33tz

[JoJo49]

http://www.themalaysianinsider.com/malaysia/article/lynas-bo…

Lynas boss denies NYT report on ‘short cuts’ in Gebeng plant

By Debra Chong

June 30, 2011


Curtis answering media questions at Hilton Kuala Lumpur June 30 2010. — Picture by Jack Ooi

...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

http://www.bernama.com/bernama/v5/newsbusiness.php?id=598057
June 30.2011 19:51 PM

Lynas Projekt Brings In Substantial Business, Says Miti Secretary General

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


Grüsse JoJo

[JoJo49]

Eine Aussage ohne Angaben zum Thema bzw. zu den Aussagen wie z.B. einer zeitlichen Verzögerung.

Grüsse JoJo


http://online.wsj.com/article/SB1000142405270230445060457641…
JUNE 30, 2011, 8:12 A.M. ET.

Malaysia Stalls Lybas Rare-Earth Plant

...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

[JoJo49]

Antwort auf Beitrag Nr.: 41.723.498 von JoJo49 am 30.06.11 14:52:15

Zur aktuellen Faktenlage berichtet ausgerechnet die Seite, die bisher der Anti-Lynas Gruppe ein Forum gegeben hat, wie folgt:
http://online.wsj.com/article/SB1000142405270230445060457641…
JUNE 30, 2011, 8:12 A.M. ET.
Malaysia Stalls Lybas Rare-Earth Plant

...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

Die vor Monaten aufgestellten Behauptungen der tötlichen Strahlenbelastung durch Thorium, die laut NYT-Berichterstattung bei der REO-Produktion auf der LAMP von Lynas entstehen sollen, stellten sich laut IAEA-Bericht als völlig haltlos heraus.

Was ist von den heute veröffentlichten Behauptungen der NYT zu halten, die sich auf anonyme Zeugen stützen??

Der folgende Bericht klärt auf: http://www.freemalaysiatoday.com/2011/06/30/nyt-claims-untru…
NYT claims untrue, says Lynas

Tashny Sukumaran
| June 30, 2011

Lynas boss Curtis says the rare earth plant will fulfil all IAEA requirements and be operational by the end of the year.

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Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

LYC Lynas Corporation Limited
July 2011
1st IAEA Report Released
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=639454
30 June 2011
International Atomic Energy Agency Report Released

...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


1st Construction Standards - Malaysian Plant
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=639484
30 June 2011
Construction Standards of the Lynas Advanced Materials Plant

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Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 41.726.897 von JoJo49 am 01.07.11 01:55:14

1st Clarification of Potential Delay
http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…
1 July 2011
Clarification of Potential Delay due to International Atomic Energy Agency Recommendations

...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[Molotof]

Hiermit klage ich nyt am Internationalen Gerichthofes an, wegen verbreitung von Falschmeldungen.

[spitze321]

www.emerging-markets-trader.de

Wirtschaftsnews - von heute 07:10
Lynas Corp erhält Auflagen für Malaysia-Raffinerie

Sydney 01.07.2011 (www.emfis.com) Obwohl die Untersuchungen der Internationalen Atom-Energiebehörde im Hinblick auf eine potenzielle radioaktive Strahlen-Belastung durch die von der australischen Lynas Corp geplanten Verarbeitungsanlage im malaysischen Gebeng noch nicht abgeschlossen sind und bis dahin nicht mit einer definitiven Genehmigung der Raffinerie zu rechnen ist, sind die Behörden des asiatischen Staats bereits aktiv geworden.

Laut einem Insider, der namentlich nicht genant werden wollte, weil die Information als vertraulich eingestuft wurde, hat die Regierung der australischen Gesellschaft auf Anraten der internationalen Behörde bereits insgesamt elf Auflagen genannt, die neben einem positiven Gutachten der Atom-Behörde zwingende Voraussetzungen für eine Genehmigung sind. Neben permanenten technischen Sicherheits-Messungen muss vor allem ein Dekompressions-System eingerichtet werden.

Chancen auf Genehmigung steigen

Mit der Nennung doch recht konkreter Auflagen dürften die Chancen auf eine Genehmigung gestiegen sein. Möglicherweise hat die Regierung bereits erste Stellungnahmen seitens der Atom-Energiebehörde erhalten, die die Vermutung nähren, dass das Werk am Ende doch gebaut wird. Das Management von Lynas Corp hat bereits vor einigen tagen verlauten lassen, dass man alles tun wird, um die Sicherheit der in der Region lebenden Menschen nicht zu gefährden. Damit wird eine schlussendliche Einigung immer wahrscheinlicher.

Für Lynas Corp ist die Errichtung der Verarbeitungsanlage von großer Wichtigkeit, weil man dann die in der Mount-Weld-Mine geförderten Seltenen Erden dann auch marktgerecht aufarbeiten kann und so höhere Gewinn-Margen erzielen wird. Positiv ist darüber hinaus, dass sich das Werk in der Nähe wichtiger Absatzmärkte befindet. Wird das Werk genehmigt, könnte dies der Aktie durchaus Auftrieb geben.

Quelle: EMFIS.COM, Autor: (mon)
Zur vorherigen Seite Artikel senden Artikel drucken

[Optimist_]

Artikel aus down under

http://www.smh.com.au/business/lynas-suffers-production-setb…

Lynas suffers production setback

...

Lynas was also forced to respond to a report in The New York Times that local engineers had blown the whistle on what they considered to be serious design and construction flaws, including structural cracks and air pockets in many of the concrete shells for 70 tanks that would hold radioactive material.

The report cites leaked memos between Lynas, head contractor UGL, and Malaysian subcontractor Cradotex, which purportedly detailed instructions from the Australian companies to circumvent basic construction safety standards to save costs.

Lynas chief executive Nick Curtis had previously said that the project adhered to all safety standards and he did not ''fully understand'' the report's origins.

Lynas yesterday said it was ''normal course of business in any construction project for questions to be raised between vendors, contractors and construction management teams'' and it would ''never compromise the health and safety of the environment, community or our employees through cost-cutting efforts or accelerated delivery''.

Lynas's woes represent a setback in its race to break China's global stranglehold on the lucrative rare-earths market.

''It's obviously significant because there had been an expectation in the market that the project was running to its timetable,'' said Gavin Wendt, a senior analyst at Mine Life.

....

http://www.theaustralian.com.au/business/breaking-news/lynas…

Lynas shares tumble 9pc as Malaysian rare earths plant draws more fire

...
Despite the company's confidence of meeting its development schedule, analysts expect delays.

Anthony Young at Dahlman Rose & Co said Lynas was scheduled to become the first major producer of rare earth oxides outside of China in September, but the move by the Malaysian government would likely push that to 2013.

"This delay will exacerbate an already under-supplied market and should add fuel to already increasing rare earth prices. If China maintains its export quota at the current level, as we expect it will, the Western world will continue to be in a structural supply deficit until at least 2015," he said.

....

http://www.brisbanetimes.com.au/business/lynas-slumps-on-fea…

Lynas slumps on fears of plant delay


Rare earths firm Lynas has conceded it has "considerable" work to do in order to win a pre-operating licence for its Malaysian plant, but is confident the plant will be commissioned by the end of 2011.

Media reports of a delay to the project still sent Lynas shares down almost 12 per cent, or 23 cents, to $1.75, after it emerged from a one-day trading halt. Today's loss was the biggest for the stock since September 9, 2009, leaving the stock at its lowest close since mid-March.

...

[SuanC]

Der IAEA-Bericht bestätigt ein unabhängiges Gremium von Sicherheit folgen globales Projekt

KUALA LUMPUR: Bericht der Internationalen Atomenergiebehörde (IAEA) gestern veröffentlicht festgestellt, dass das Projekt Lynas Corporation Ltd (Lynas), um die seltenen Erden zu extrahieren, die in Gebeng, Pahang werden, um mit internationalen Strahlenschutz-Normen.
Thick 55-seitigen Bericht einer unabhängigen Jury von neun Experten auf dem Gebiet der radiologischen Sicherheit und Gesundheit wird bestätigt, dass die beiden Aufsichtsbehörden des Atomgesetzes Licensing Board (AELB) und dem Department of Environment (DOE), um sicherzustellen, dass alle Aspekte des Projekts, mit internationalen Sicherheitsstandards entsprechen wird.
In der Tat, in einigen Fällen akzeptiert die Regeln in diesem Land nicht nur vollständig und in Übereinstimmung mit IAEA-Standards und sind noch strenger als die Sicherheitsstandards international. Darüber hinaus wurden 11 Empfehlungen der behördlichen Verwaltung und anderen Einrichtungen durch die AELB auf, bevor das Projekt Lynas erfolgen verbessern arbeiten kann, um die nächste Ebene. Die Ankündigung über ein Joint Medien Erklärung der Minister für Internationalen Handel und Industrie (MITI), Datuk Mustapa Mohamed und Minister für Wissenschaft, Technologie und Innovation wurde, las Datuk Dr Maximus Johnity Ongkili dem Generalsekretär des MITI, Datuk Dr. Rebecca Fatima Sta Maria. Dr. Rebecca sagte, erklären die Inhalte, die die IAEA-Bericht Lynas submit eine langfristige Abfallwirtschaftsplan der Regierung abgeschlossen ist und zu erfüllen, bevor sie Operationen beginnen muss. Er sagte, die Lynas sollte auch Fragen, die von der Schließung des Werks und die Sanierung der Umwelt entstehen können. "IAEA vorgeschlagen, einen Fonds durch die Bereitstellung von einem Prozent des Wertes des Unternehmens der Umsatz pro Jahr für Forschung und Entwicklung (R & D) mit der Hälfte von ihnen, um die Kosten der Abfallwirtschaft, langfristig anzugehen ", sagte er. IAEA auch vorgeschlagen AELB hat technische Ressourcen, finanziellen und personellen Ressourcen ausreichen, fähig und frei, die Lynas sowie mehr Transparenz bei der Bereitstellung von Informationen an die Öffentlichkeit in Bezug auf ihre Aktionen auf dem Lynas-Projekt zu regulieren. Dr. Rebecca sagte, ohne submit langfristige Abfallwirtschaftsplan der AELB zur Prüfung und Genehmigung abgeschlossen ist, wird die Regierung nicht zulassen, dass die Lynas, Rohstoffe zu importieren und operativen Tätigkeiten am Standort durchgeführt. Für den vollständigen Bericht können die IAEA www.iaea.org/newscenter/news/pdf/lynas-report2011.pdf besuchen oder besuchen Sie die Website oder MITI Mosti. Zwischenzeit in Kuantan, Menteri Besar Datuk Seri Adnan Yaakob, sagte Lynas politisierten Thema, da der Anfang und die Gegner des Projekts hat bereits die Opposition versuchen, die Vorteile für politische Zwecke zu beeinflussen.


http://www.bharian.com.my/bharian/articles/Lynaspatuhipiawai…

[Fuenfvorzwoelf]

Aus Hotcopper:



Now the report is out . The focus will be on lyc management to deliver us all a working Lamp on time on budget .
There are now no major hurdles in the way .
the rules are clearly laid out for Lynas and the Malaysian government .

...

It wasnt long ago this stock was sitting at $2.70
with 6 months to go before start up
now we are at $1.75 with 6 months to go with even more clarity .

I have also read the full 50 page report and to be honest it was what i was hoping for , so will be having a crack come monday .
It seems every year i end with more Lynas shares than i intend.
Thats ok . I am Backing management in here

http://www.hotcopper.com.au/post_threadview.asp?fid=1&tid=14…

Ein anderer User meint:

"lynas reaffirms Malaysian plant plans"
"Shares in rare earths developer lynas Corp fell more than 11 percent to $1.75 on Friday despite the company denying it's project would be delayed due to concerns about the construction standards of it's Malaysian plant. The company reaffirmed it expected to commission the plant at the end of the year with full first phase production capacity to be achieved in the second half of 2012. It added that the international energy agency had confirmed the plant fully complied with international standards for radiation safety. JP Morgan analyst Anthony Pass? de Silva estimated if the project were delayed by a year it would reduce his $2.71 net present value for the stock by 35c."
Now the more analysts views that come out with this type of update will see the stock bounce real hard next week IMHO.
Yesterday was ridiculous where good news was twisted by the media.
I have read every page of the report and I don't see how the bulk of the work being mostly documentation and planning can't be done before the year is out. There is not one construction related item from what I can see and it's all paer work and procedural. In fact felt that it was a bit of a "political" type report where IAEA had felt obliged to say something other than it "complies". I felt it also allowed the Malaysian government the political green light to push ahead and they were celebrating the fact that they had been vindicated in allowing lyc to set up the plant and were in no way compromising the safety of their people.
So construction has never stopped the whole time and there is no construction issues that need fixing so how can there be any delay?
The reality is the lamp was never going to be done ahead of Xmas and so nothing has changed. Documentation procedures plans and public engagement is all that needs doing which can be done while real construction is getting done any way.
IMHO this stock is the best 12 month risk rated return in the market and will be snapped up asap as all the analyts one by one reaffirm their BUY on the stock as have J P Morgan already.
Lastly in todays Financial Review lynas is mentioned in one other report. It is liter as the fourth best performing stock in the sax 200 for the 2011 year with a return of 263.3%. As a long term holder I see a similar performance again this year and to all the negative downrampers all I can say is us long term holders really don't care what you think as we are laughing all the way to the bank.
Good luck to all

http://www.hotcopper.com.au/post_single.asp?fid=1&tid=149535…

[Meister-Mieses]

International Atomic Energy Agency veröffentlichten Bericht


Lynas Corporation Limited ("Lynas") (ASX: LYC, OTC: LYSDY) gibt bekannt,
dass die Internationale Atomenergie-Organisation ("IAEO") hat heute bestätigt,
dass die Lynas Advanced Materials-Anlage in Kuantan, Malaysia sicher ist und ist vollständig kompatibel
mit den internationalen Standards.
Beigefügt ist eine Kopie der gemeinsamen Ankündigung, dass die heute von der Ministerin für Internationalen Handel
und Industrie und der Minister für Wissenschaft, Technologie und Innovation
wurde zusammen mit einer Zusammenfassung der IAEA-Empfehlungen.
Lynas übernimmt die IAEA-Empfehlungen, und zusammen mit den Regulierungsbehörden werden wir
die Empfehlungen in vollem Umfang umzusetzen.

Heute ist die IAEA Lynas der grundsätzliche Ansatz, um Gemeinschaft und Betriebssicherheit an erster Stelle
in allem was wir tun validiert. Nicht nur, dass die IAEA bestätigen,
dass wir mit den internationalen Standards entsprechen, aber wichtiger ist,
dass wir im Einklang mit unseren eigenen Werten handeln.

Der IAEA-Bericht erwähnt ausdrücklich, dass Lynas die Verpflichtung hat,
mehr für die Kuantan Gemeinde zu tun.
Wir erkennen an, dass nicht genug getan wurde, um mit der Gemeinde engagieren,
und wir werden das jetzt korrigieren. Wir beabsichtigen, unser Engagement für
gesellschaftliches Engagement zu erhöhen und langfristige Gespräch mit den Bewohnern von Kuantan,
die für das Leben unserer Anlage fortsetzen wird zu engagieren.

Lynas lobt die malaysische Regierung für den Aufruf der IAEO
zu einer unabhängigen Untersuchung beauftragt wurde, und sicherzustellen,
dass Ermittlungen wurde mit Klarheit, Schnelligkeit und ein schlüssiges Weg nach vorne ausgeführt.

In den vergangenen Monaten unsere Mitarbeiter, vor allem in Kuantan,
haben unter erheblichen Druck durchgeführt, und Lynas ist sehr dankbar für ihre Unterstützung.
Darüber hinaus verstehen wir die Bedürfnisse unserer Kunden für die Lieferung unserer Produkte
und wir sind auch sehr dankbar für unsere Kunden zu unterstützen.
Lynas erkennt an, dass aus der IAEO-Empfehlungen, eine beträchtliche Anzahl von Arbeiten müssen abgeschlossen sein,
bevor die Vor-Betriebsgenehmigungen erteilt werden.
Lynas ist zuversichtlich, dass die Fertigstellung und Inbetriebnahme
der Anlage vor dem Ende des Jahres 2011 erreicht werden.

Darüber hinaus wird es die laufenden Arbeiten werden nach der Erteilung der Vor-Betriebsgenehmigung,
mit der IAEO-Empfehlungen und Lynas erfüllen wird, die laufenden Arbeiten zu übernehmen.
Die IAEA hat bestätigt,das die LAMP grundsätzlich sicher ist
für unsere Mitarbeiter, die Gemeinschaft und die Umwelt.
Gemeinsam mit der malaysischen Behörden,werden wir alle Aspekte der IAEO-Empfehlungen
zur weiteren Verbesserung der Sicherheit der Anlage ausführen.

Lynas bleibt voll als absolute Priorität auf die Sicherheit unserer Mitarbeiter und die Gemeinden,
in denen wir tätig sind.

*** **** *** ***

weitere wichtige Punkte aus dem Bericht :

Abfallentsorgung
Die IAEA-Bericht wird darauf hingewiesen, dass die Abfallbewirtschaftung
letztlich in der Verantwortung des Unternehmens liegt, und dass Lynas verpflichtet werden sollte,
vor dem Beginn der Operationen - einen umfassenden und langfristigen Abfallwirtschaftsplan
für die Zulassung von AELB vorzulegen.
Der Plan sollte sich auch mit Fragen aus der Stilllegung und Rückbau der Anlage am Ende seines Lebens,
und die Sanierung der Umwelt befassen.
Der Bericht empfiehlt weiter, dass ein Fonds, der von Lynas finanziert werden sollte,
eingerichtet werden muss, um die Kosten für die langfristige Bewirtschaftung von Abfällen,
einschließlich Stilllegung und Sanierung abdecken.

1.
Die Regierung hat konsequent den Standpunkt, dass die Zukunft des Lynas-Projekt
entschieden wird objektiv auf Fakten und Vernunft,
nicht Emotionen oder Politik basiert. Dies war der Grund für seine Einladung an die IAEA,
ein unabhängiges Gremium von Experten zu ernennen, um den Menschen in Malaysia eine zweite Meinung
über die Sicherheit Aspekte des Themas.
Dieser IAEA-Bericht wird in einer sehr konstruktiven Weise zu dieser Debatte beitragen
durch die Festlegung der Themen, die wirklich wichtig sind.
2.
So verschieben Sie das Projekt voranzubringen,
wird Lynas zu erbringenden werden - für AELB die Prüfung und Genehmigung - eine umfassende langfristige
detaillierten Plan für die Abfallwirtschaft, unter anderem auf die Stilllegung und Sanierungs Niveau.
Dies muss geschehen, bevor weitere Lizenzierung Genehmigung betrachtet werden kann.
Die Regierung wird dafür sorgen, dass Lynas entspricht in vollem Umfang mit dieser Empfehlung des IAEA-Berichts
Bis dies geschehen ist, bleibt der Status quo: Es wird keine Einfuhr von Rohstoffen in das Land
und keine operative Tätigkeit wird auf der Baustelle erlaubt.
3.
Die Regierung bekräftigt ihre Haltung, dass die öffentliche Sicherheit
die höchste Priorität hat, und dass sie alles tun, was notwendig ist,
um sicherzustellen, dass diese nicht beeinträchtigt wird.
4.
Die Regierung ist der Ansicht, dass die seltenen Erden-Industrien müssen sauber verwaltet werden,
aber nicht zu vermeiden. Seltenen Erden sind in der Herstellung von vielen modernen Geräten und Maschinen
eingesetzt, und sind entscheidend für die Produktion der nächsten Generation von
High-Tech und grüne Technologie-Produkte.
Die zentrale Frage ist die ordnungsgemäße Verwaltung einer solchen Operation, und die Regierung
bleibt ganz auf die Sache richtig anpacken konzentriert.
5.
Wir möchten betonen, dass die Regierung hat alle Empfehlungen der IAEA-Bericht angenommen
und wird dafür sorgen, dass sie umgesetzt werden.
Die zuständigen Aufsichtsbehörde wird auch weiterhin die erforderlichen Überwachungs-und Kontrollmaßnahmen,
um sicherzustellen, dass alle Aspekte der öffentlichen Gesundheit und Sicherheit zufrieden stellend erfasst
werden.


Die wichtigsten Ergebnisse

Das Prüfungsteam bietet folgende unabhängiges Gutachten, Empfehlungen und Anregungen für eine gute Praxis:

Die Einhaltung internationaler Standards Strahlung
Das Prüfungsteam war nicht in der Lage, alle Nicht-Einhaltung internationaler Sicherheitsstandards Strahlung
zu identifizieren. Allerdings wurde das Prüfungsteam 10 Punkte für die Auffassung vertreten,
dass Verbesserungen notwendig sind, bevor die nächste Lizenzierung des Lynas-Projekt erteilt werden.
Diese Empfehlungen sind unten aufgeführt und erörtert im Detail in dem Bericht.
Das Review-Team auch aufgenommen aus dem 11. Empfehlung die sich mit der Art und Weise,
Empfehlungen 1-10 die Tat umgesetzt werden soll.



Wo Das Gutachterteam der Ansicht, dass Verbesserungen notwendig waren, wurden Empfehlungen abgegeben.
Der Bericht präsentiert und diskutiert die Situation und Grundlagen für jede dieser Empfehlungen getrennt.
Die folgenden 11 wichtige Empfehlungen gegeben:

Technische Empfehlungen

1.
Die AELB sollte verlangen, Lynas zu unterwerfen, vor dem Beginn der Operationen, ein Plan, aus dem die beabsichtigte Annäherung an die langfristigen Abfallwirtschaft, insbesondere Bewirtschaftung der Wasserressourcen Lauge Reinigung (WLP) Feststoffe nach der Schließung der Anlage, zusammen mit einem Sicherheits-case1 zur Unterstützung eines solchen Plans. Der Sicherheitsnachweis sollte sich mit Fragen wie:

(a)
Zukünftige Landnutzung (bestimmt in Abstimmung mit den Beteiligten);

(b)
Die Dosis Kriterium für den Schutz der Öffentlichkeit;

(c)
Der Zeitrahmen für die Beurteilung;

(d)
Safety-Funktionen (zB Containment, Isolation, Behinderung);

(e)
Die Methodik zur Identifizierung und Auswahl von Szenarien - das muss das Szenario, in dem der Rückstands Lager
an der Lynas Seite wird der Entsorgungsbetrieb für die WLP Feststoffe;
1 In Bezug auf die IAEA Safety Glossar ist ein Sicherheitsnachweis eine Sammlung von Argumenten und
Beweisen für die Sicherheit einer Anlage oder Tätigkeit.
Dies wird in der Regel sind die Ergebnisse einer Sicherheitsbewertung und eine Erklärung für das Vertrauen
in diese Ergebnisse.

(f)
Alle erforderlichen Maßnahmen für die aktive und / oder passive behördliche Kontrolle.
Da die Sicherheit Fall entwickelt werden, sollten die radiologische Folgenabschätzung (RIA) für die Anlage
als Ganzes entsprechend aktualisiert werden.

2.
Die AELB sollte verlangen, Lynas zu unterwerfen, vor dem Beginn der Operationen, einen Plan für die
Verwaltung der Abfälle aus der Stilllegung und Rückbau der Anlage am Ende ihrer Lebensdauer.
Die RIA-und Außerbetriebnahme Plan sollte entsprechend aktualisiert werden.

3.
Die AELB sollte verlangen, dass die Ergebnisse der Überwachung der Exposition und Überwachung der Umwelt,
wenn die Anlage in Betrieb verwendet werden, um verlässlichere Einschätzung der Dosen für die
Arbeitnehmer und Mitglieder der Öffentlichkeit zu erhalten, und der RIA entsprechend aktualisiert.
Die AELB sollte auch verlangen, dass eine Dosisreduktion Maßnahmen umgesetzt werden, wo entsprechende
in Übereinstimmung mit den internationalen Grundsatz der Optimierung des Strahlenschutzes.

4.
Die AELB sollten Kriterien, mit denen die Rauchgasentschwefelung (REA) und Neutralisation Unterlauf (NUF)
Rückstände erklärt nicht-radioaktive für die Zwecke der Verordnung, so dass sie von der Website entfernt
werden kann und, falls erforderlich in Bezug auf die Umweltvorschriften, wie geplant Abfall kontrolliert.

5.
Die AELB sollte einen Mechanismus für die Einrichtung eines Fonds zur Deckung der Kosten für die langfristige
Bewirtschaftung von Abfällen einschließlich der Stilllegung und Sanierung. Die AELB sollte verlangen, Lynas,
die notwendigen finanziellen Vorkehrungen getroffen. Die finanzielle Vorsorge sollten regelmäßig überwacht und
verwaltet werden in einer transparenten Art und Weise.

6.
Zur Regelung des Lynas-Projekt sollte die malaysische Regierung sicherzustellen, dass die AELB ausreichende
personelle, finanzielle und technische Ressourcen, Kompetenz und Unabhängigkeit hat.

7.
Die AELB und die zuständigen Ministerien sollten ein Programm für die regelmäßige und zeitnahe Aktualisierung
der Verordnungen in Übereinstimmung mit den neuesten internationalen Standards zu etablieren.
Insbesondere sollten Regelungen relevant zu NORM Aktivitäten, die für die vorgeschlagene Seltenen Erden
Verarbeitungsanlage als aktualisiert werden.

Öffentliche Kommunikation Empfehlungen

8.
Die AELB soll zum besseren Verständnis, Transparenz und Sichtbarkeit der regulatorischen Maßnahmen in den
Augen der Öffentlichkeit, insbesondere Maßnahmen im Zusammenhang mit Kontrolle und Durchsetzung
der vorgeschlagenen Seltenen Erden Verarbeitungsanlage.

9.
Die AELB sollte ihre Aktivitäten in Bezug auf die Information der Öffentlichkeit und Beteiligung der
Öffentlichkeit. Insbesondere sollte es:

(a)
Entwicklung und Bereitstellung von leicht verständlichen Informationen über Strahlenschutz
und auf die verschiedenen Schritte bei der Lizenzierung und Entscheidungsprozesse;

(b)
Informieren und einbeziehen interessierten und betroffenen Parteien über die regulatorischen
Anforderungen für die geplante Seltenen Erden Aufbereitungsanlage und das Programm zur Überprüfung,
Kontrolle und Durchsetzung;

(c)
Zur Verfügung stellen, auf einer routinemäßigen, alle Informationen im Zusammenhang mit dem
Strahlenschutz der vorgeschlagenen Seltenen Erden Verarbeitungsanlage
(mit Ausnahme der für Sicherheit, Garantien und wirtschaftlich sensiblen Daten)
und sicherzustellen, dass die Öffentlichkeit weiß, wie man Zugang zu diesen Informationen zu gewinnen.

10.
Lynas, als die Partei verantwortlich für die Sicherheit der vorgeschlagenen Seltenen Erden Verarbeitungsanlage,
sollte aufgefordert werden, ihre Kommunikation mit interessierten und betroffenen Parteien zu intensivieren,
um zu zeigen, wie es die radiologische Sicherheit der Bevölkerung und der Umwelt zu gewährleisten.
Folgemaßnahme Empfehlung

11.
Basierend auf den Empfehlungen 1-10 erwähnt, sollte die Regierung von Malaysia einen Aktionsplan vorbereiten,
dass:
(a)
Gibt an, wie die oben genannten Empfehlungen zu richten sind;
(b)
Legt den entsprechenden Zeitplan für die Maßnahmen;
(c)
Ist die Möglichkeit eines IAEA organisierten Follow-up-Mission, die die Erfüllung der Empfehlungen 1-10 oben in,
sagen wir, 1 bis 2 Jahren, im Einklang mit anderen IAEA Kontrollbesuche Überprüfung wird ausgerichtet.

Offizielle Meldungen zu den Behauptungen der New York Times :

ebenfalls eine offizielle Meldung :

Klarstellung der potenziellen Verzögerung durch International Atomic Energy Agency Empfehlungen

Lynas Corporation Limited ("Lynas") (ASX: LYC, OTC: LYSDY) will die mögliche Verzögerung bis zur
Inbetriebnahme zu klären und Start-up des Lynas Advanced Materials-Anlage in Kuantan, Malaysia (LAMP)
als Ergebnis der Internationalen Atomenergiebehörde Energie-Agentur ("IAEO") Empfehlungen von der
malaysischen Regierung am 30. Juni 2011 angekündigt, aufgrund der Verwirrung innerhalb Medien-Artikel
noch am selben Tag.

Beigefügt ist eine Kopie der gemeinsamen Ankündigung, die am 30. veröffentlicht wurde Juni 2011
durch den Minister für Internationalen Handel und Industrie und der Minister für Wissenschaft,
Technologie und Innovation, sowie eine Zusammenfassung der IAEA-Empfehlungen.
Lynas übernimmt die IAEA-Empfehlungen, und zusammen mit den Regulierungsbehörden werden wir
die Empfehlungen in vollem Umfang umzusetzen.
Bitte beachten Sie, dass Nummer 6 (ii) der Gemeinsamen Ankündigung, dass die heute von der
Ministerin für Internationalen Handel und Industrie und der Minister für Wissenschaft,
Technologie und Innovation Staaten war:

"Um das Projekt voranzubringen, wird Lynas zu erbringenden werden -für AELB die Prüfung und Genehmigung -
eine umfassende langfristige detaillierten Plan für die Abfallwirtschaft, unter anderem auf die
Stilllegung und Sanierungs Niveau. Dies muss geschehen, bevor weitere Lizenzierung Genehmigung
betrachtet werden kann. Die Regierung wird dafür sorgen, dass Lynas entspricht in vollem Umfang
mit dieser Empfehlung der IAEA-Bericht. Bis dies geschehen ist,
bleibt der Status quo: Es wird keine Einfuhr von Rohstoffen in das Land werden und keine operative Tätigkeit
wird auf der Baustelle erlaubt sein. "
Dieser Punkt spiegelt Empfehlungen 1 und 2 des IAEA-Bericht. Es ist dieser Plan, der von der AELB genehmigt werden,
bevor Erhalt der pre-operativen-Lizenz benötigt.
Die AELB ist der malaysischen Aufsichtsbehörde mit Behörde den Plan und die
Ausstellung der pre-operativen-Lizenz.

Nach Ausgabe der pre-operativen-Lizenz, die erlaubt Inbetriebnahme der Anlage und Ramp-up-to-Plate Kapazität
Namen, wird Lynas noch Verpflichtungen in Bezug auf die zusätzlichen Empfehlungen der IAEO
und diese Arbeit während der operative Start-up des weiterhin wird LAMP.


Wir haben die Bestätigung von der malaysischen Regierung, die keine Sprecher der Regierung erklärte
eine 1 bis 2 Jahre verzögern, wie von einigen Medien Artikeln zitiert wurde.

Die Verwirrung in den Medien kann die Zeit Verweis in Nummer 11,
die die IAEA könnte wieder in 1-2 Jahren die Umsetzung der Empfehlungen überprüfen Staaten bezogen werden
- aber das bezieht sich auf alle Empfehlungen - nicht speziell auf die Empfehlungen 1 und 2 was sind die
Anforderungen an die pre-operative-Lizenz erhalten.

Lynas bleibt voll als absolute Priorität auf die Sicherheit unserer Mitarbeiter, die Umwelt und die Gemeinden,
in denen wir tätig sind. In Übereinstimmung mit den Empfehlungen des Berichts wird Lynas unsere Kommunikation
mit interessierten und betroffenen Parteien intensivieren innerhalb der Gemeinden, in denen wir tätig sind.

Der Zeitplan Auswirkungen der Erfüllung der Anforderungen des vorliegenden Berichts wird geschätzt,
dass bei der Inbetriebnahme durch die Ende 2011 abgeschlossen, mit voller Produktionskapazität
von Phase 1 der Lampe durch den Beginn der zweiten Hälfte des Jahres 2012 erzielten Ergebnis.
Lynas nicht glauben, dass der Zeitplan für die Phase 2 beeinflusst wird.

[VirtualNormann]

Backing for Lynas

LYNAS Corp (LYC) took an 11.6 per cent share price haircut on Friday after its Malaysian rare-earths treatment plant got the all-clear -- sort of. Investors clearly fear the conditions imposed will mean further delays.

Keep in mind that Lynas has strong backing from the Japanese. Japanese industry is deeply fearful about China cutting off rare-earths exports. Last week, Showa Denko announced it was moving its rare-earths alloy production to China; in effect, Showa Denko knows this is the only way it can get sufficient rare-earths oxides.

Japan does not want its hi-tech industry to move to China. The only way they can avoid that is to back non-China mining projects. That is why they will back Lynas -- and others -- to the hilt.

Another rare-earths front runner, Arafura Resources (ARU), took a market blow two weeks ago when it announced a nine to 12-month delay, something its shareholders needed like a hole in the head. Arafura balanced that against what would happen if they didn't get their highly complex processing plan right. BHP Billiton (BHP) can survive failures like hot briquetted iron or Ravensthorpe laterite nickel; it's much harder for a junior to live down a major screw-up.

Kompletter Artikel und Quelle: http://www.theaustralian.com.au/business/opinion/buccaneer-a…

Gruß Normann

[JoJo49]

LYC Lynas Corporation Limited
July 2011
4th Appendix 3B
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=639819


http://www.lynascorp.com/page.asp?category_id=1&page_id=25
What are their prices? = 04/07/11 Av. Mt Weld Composition 205.37 US$/kg auf FOB Chinabasis


@ eine erfolgreiche Woche

Grüsse JoJo

[JoJo49]

http://iphone.theaustralian.com.au/stories/101186

...
Backing for Lynas

LYNAS Corp (LYC) took an 11.6 per cent share price haircut on Friday after its Malaysian rare-earths treatment plant got the all-clear – sort of. Investors clearly fear the conditions imposed will mean further delays.

Keep in mind that Lynas has strong backing from the Japanese. Japanese industry is deeply fearful about China cutting off rare-earths exports. Last week, Showa Denko announced it was moving its rare-earths alloy production to China; in effect, Showa Denko knows this is the only way it can get sufficient rare-earths oxides.

Japan does not want its hi-tech industry to move to China. The only way they can avoid that is to back non-China mining projects. That is why they will back Lynas – and others – to the hilt.

Another rare-earths front runner, Arafura Resources (ARU), took a market blow two weeks ago when it announced a nine to 12-month delay, something its shareholders needed like a hole in the head. Arafura balanced that against what would happen if they didn’t get their highly complex processing plan right. BHP Billiton (BHP) can survive failures like hot briquetted iron or Ravensthorpe laterite nickel; it’s much harder for a junior to live down a major screw-up.

[e-mail]

The writer implies no investment recommendation and this report contains material that is speculative in nature. Investors should seek professional investment advice. The writer does not own shares in any company mentioned.
Googleübersetzt: http://translate.google.de/translate?hl=de&sl=en&u=http://ip…


Grüsse JoJo

[VirtualNormann]

Antwort auf Beitrag Nr.: 41.738.112 von JoJo49 am 04.07.11 14:04:18

Blätter mal 'ne Seite zurück. Gaaaaanz unten, dass Fettgedruckte. Steht auch bereits im "Haupt-Thread"

Gruß Normann

[JoJo49]

Antwort auf Beitrag Nr.: 41.738.116 von VirtualNormann am 04.07.11 14:06:22

Sorry und Danke!

Habe ich gerade in den ARU-Thread gepostet zum Thema REE-Förderung vom Meeresgrund:

Viel zu teuer und IMHO nie umsetzbar weil das Erz aus 5000m Tiefe gefördert werden müßte und die Gefahr einer Verseuchung viel zu groß ist.
http://www.scientificamerican.com/article.cfm?id=sea-holds-t…
Sea Holds Treasure Trove of Rare-Earth Elements

Survey reveals wealth of important metals in ocean floor mud.

| July 3, 2011 |1
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

Zu den Spekulationen um die Wahlen in Kürze in Malaysia, die Changen der Oposition (gleich 0) wobei IMHO auch die Kommentare zu diesm Artikel einige interessante Aspekte, wie zum geplanten AKW, dabei aufgezeichnet werden.
http://asiapacific.anu.edu.au/newmandala/2010/07/06/the-13th…
The 13th General Election in Malaysia

July 6th, 2010 by Greg Lopez · 18 Comments


There are now intense rumours that Najib will call for a snap general election soon. Malaysia’s next general election (the 13th) must be held, latest by 2013.

...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

http://www.chinamining.org/News/2011-06-23/1308792424d46976.…
China's rare earth exports down 21.6% in May

...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

Grüsse JoJo

[Optimist_]

Der Vollständigkeit halber mit Link

http://www.tagesschau.de/wirtschaft/selteneerden104.html

Studie japanischer Wissenschaftler
Riesige Vorkommen Seltener Erden entdeckt


http://online.wsj.com/article/SB1000142405270230476060457642…

ASIA TECHNOLOGYJULY 4, 2011, 11:57 A.M. ET.
Rare-Earth Reserves Found in Pacific Ocean

http://www.zeit.de/wirtschaft/2011-07/seltene-erden-vorkomme…

Massenhaft Seltene Erden im Pazifik entdeckt

...
Das wissenschaftliche Fachmagazin Nature Geoscience berichtete, dass das Team aus Geologen etwa 2.000 Bohrproben genommen hat und Ablagerungen von Seltenen Erden an 78 Stellen gefunden hat. Sie befinden sich in internationalen Gewässern, östlich und westlich von Hawaii und östlich von Tahiti.

"In den Ablagerungen konnte eine hohe Konzentration an Seltenen Erden festgestellt werden. Nur ein Quadratkilometer könnte ein Fünftel des weltweiten Jahresbedarfs abdecken", sagte Yuasuhiro Kato aus dem Forscherteam.

Ob sich die Seltenen Erden tatsächlich aus dem Meeresboden abbauen lassen, ist jedoch nicht sicher. Zwar könnten die Vorkommen den Wissenschaftlern zufolge mit Säure aus dem Boden gewaschen werden, doch dafür müsste der Schlamm aus 3.500 bis 6.000 Metern Tiefe hoch gepumpt werden. Ob das technisch möglich und auch wirtschaftlich ist, bleibt fraglich. Auch zu den ökologischen Folgen der Gewinnung von Seltenen Erden machten die Wissenschaftler keine Angaben

...

[JoJo49]

LYC Lynas Corporation Limited
July 2011
5th Becoming a substantial holder

http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=639869


Grüsse JoJo

[JoJo49]

http://www.theaustralian.com.au/business/world/wto-to-condem…

WTO to condemn China over export limits on raw materials

John Miller
From: The Wall Street Journal
July 05, 20117:43AM


A front loader shifts soil containing rare earth minerals at a port in Lianyungang, east China. Picture: AFP Source: The Australian

THE World Trade Organisation is set today to condemn China for limiting exports of major raw materials, rebuffing Beijing's arguments that curbs are necessary to protect the environment, according to trade diplomats and lawyers.

...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

Grüsse JoJo

[JoJo49]

Es geht weiter zügig voran: Tv3: Projek Lynas SELAMAT. Jika kena radiasi, jumpa doktor
http://www.youtube.com/watch?v=0MFxBkxNX6g


Grüsse JoJo

[JoJo49]

http://www.theage.com.au/business/malaysians-bring-their-pro…
Malaysians bring their protest to Lynas HQ

Philip Wen
July 5, 2011 - 1:46PM.

...
'Fundamentally safe'

Lynas says it has abided by all international safety standards and has refuted reports of shoddy construction practices onsite. An independent review completed last week by the International Atomic Energy Agency found no breaches of international standards
...

Read more: http://www.theage.com.au/business/malaysians-bring-their-pro… http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[SuanC]

http://media.inform.gov.my/e-press/cetak-sm.asp?data_dtl_oid…


The Ministry Of International Trade And Industry has issued the following statement:

Joint Media Statement

By the Minister of International Trade & Industry, Dato’ Sri Mustapa Mohamed and the Minister of Science, Technology and Innovation, Datuk Dr. Maximus Johnity Ongkili

LYNAS TO MEET ALL CONDITIONS, OTHERWISE STATUS QUO

1. On 30 June, the Government made public the IAEA Report on the health and safety aspect of the proposed Lynas project in Gebeng, Pahang. The 55-page Report covers issues dealing with radiation protection, waste management, decommissioning and environment remediation, transportation and safety assessment.

2. The IAEA panel, which comprised world renowned experts in the areas of radiological health and safety, did not find any non-compliance with international radiation safety standards in the Lynas project. The Report however outlined eleven (11) recommendations for the Lynas project to move forward covering both technical and communications aspects.

3. While the report provides the pathway for the Lynas project to proceed, the Government’s position is clear that Lynas has the full responsibility to provide a comprehensive long-term detailed plan for waste management, including at the decommissioning and remediation level, before any further licensing approval can be considered by the Government.

4. In essence, Lynas has the responsibility to comply with all the recommendations by the IAEA panel in order to move the project forward, and the Government will ensure this. Until this is done, the status quo remains: there will be no importation of raw materials into the country, and no operational activities will be allowed on site.

5. On its part, the Government is committed to improve the management of the regulatory function by AELB and other agencies as highlighted by the IAEA Report. We will also strengthen the communications aspect of the project to improve public understanding of actions taken by the regulatory bodies, especially those relating to inspection and enforcement at the Lynas plant.

6. Rest assured, the Government will continue to undertake the required monitoring and enforcement measures to ensure that all aspects of public health and safety of the Lynas project are satisfactorily addressed. Public health and safety will not be compromised at all times.

[JoJo49]

http://www.wallstreet-online.de/nachricht/3189482-japans-ein…
Japans Einfluss wächst Lynas - Neuer Großaktionär an Bord

Autor: Björn Junker | 05.07.2011, 12:59

Mitten in die Irritationen rund um das Malaysia-Projekt steigt ein neuer Großaktionär bei dem australischen Unternehmen ein, das sich mit Seltenen Erden beschäftigt. Ein Blick auf den charttechnischen Verlauf des Papiers lohnt ebenfalls.




Grüsse JoJo

[Optimist_]

Antwort auf Beitrag Nr.: 41.743.676 von JoJo49 am 05.07.11 14:43:16

Noch als kleine Anmerkung, da die Mitsubishi UFJ in unseren europäischen Kreisen sicher nicht so bekannt, weil kein global player, ist:

http://de.wikipedia.org/wiki/Mitsubishi_UFJ_Financial_Group

http://en.wikipedia.org/wiki/Mitsubishi_UFJ_Financial_Group

It is Japan's largest financial group and the world's second largest bank holding company holding around US$1.6 trillion (JPY 135 trillion) in deposits as of March 2010[4].

Solche Meldungen sind ein klarer Vertrauensbeweis der Anleger und zeigen auch, dass hinter den Kulissen Einiges los ist bei Lynas und das Management trotz solcher Kommunikationsdesaster (unterschätzt, Anfängerfehler) wie momentan in Malaysia einen guten Job macht.

[Hase41]

Kampf um Rohstoffe
WTO demütigt China

Erstmals verurteilt die Welthandelsorganisation ein Land wegen Exportrestriktionen bei Rohstoffen. Das Urteil ist für Peking ein Gesichtsverlust - und ein Signal im Streit um Seltene Erden: Die EU und die USA erwägen, China auch für die Ausfuhrbeschränkung der raren Metalle zu verklagen. von Claus Hecking und Michelle Röttger mehr

http://www.ftd.de/politik/international/:kampf-um-rohstoffe-…

[JoJo49]

Alles zu Thorium: http://www.resourceinvestor.com/News/2011/6/Pages/The-Future…
The Future of Thorium as Nuclear Fuel

A Monday Morning Musing from Mickey the Mercenary Geologist

Mickey Fulp
Published 6/29/2011
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

---------------------------------------------------------------------------------------------------------------


http://www.themalaysianinsider.com/malaysia/article/task-for…

Task force to oversee IAEA terms for Lynas plant

By Yow Hong Chieh

July 05, 2011

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


Grüsse JoJo

[Pille1978]

Aus den Kommentaren zu http://www.themalaysianinsider.com/malaysia/article/task-for…

"For the record, 9 of the 11 recommendations are directed at the AELB, that they should have done this or that and 1 to the Government to come out with an action plan. Only 1 recommendation is directed at Lynas, which is to improve it's communications with the affected parties. Looks like our Ministers have not read the report or been properly briefed on it. And we expect the government to explain the report to the people!"

Gruß,
PM

[JoJo49]

http://www.techmetalsresearch.com/2011/06/a-visit-to-the-dub…
A Visit To Alkane Resources’ Dubbo Zirconia Project Demonstration Plant

by Gareth Hatch on June 30, 2011 · 13 comments
in Niobium,Rare Earths,Site Visits,Zirconium

...
http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Zu Lynas: http://www.lynascorp.com/page.asp?category_id=2&page_id=6

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

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


Grüsse JoJo

[Optimist_]

http://online.wsj.com/article/SB1000142405270230476060457642…

Rare-Earth Prices Decline in China

SYDNEY—Prices within China for some rare-earth metals posted their first monthly drop this year, ahead of a decision by Beijing on its global export quota for the metals.

Domestic prices of some of the elements were down at the start of this month as much as 7.2% from a month earlier, Australian miner Lynas Corp. said. The decline suggested that a rush to acquire the metals—a group of 17 elements used in applications such as high-performance magnets and LED phosphors, and in products including iPads and Prius cars—may have eased in recent weeks. The figures were posted on Lynas's website and were obtained from monitoring Asian and Western websites tracking the elements, a company spokeswoman said.

...
Ian Chalmers, managing director of Alkane Resources Ltd., an Australian rare-earth metals developer, said the domestic price declines for the most abundant of the elements, known as light rare-earth minerals, may indicate that supply and demand are starting to come into line. "My belief is that the light-rare-earth supply over the next three years will come into balance," he said.

...
Lynas Chief Executive Nicholas Curtis said China's domestic needs for rare-earth metals are so great that the country will go from exporting around a third of its production to becoming a net importer in the years ahead. "Consumption by China's own value-added industry is going to drive very high growth," he said in a recent interview.

Sustained high prices could cause major consumers, even in China, to switch to alternative materials.

Zhang Anwen, deputy secretary-general of the Chinese Society of Rare Earths, said prices are so high that domestic companies might stop developing products with rare-earth metals.

"Reasonably and relatively high prices of rare earths are beneficial to China's rare-earth industry…but it's irrational for the prices to go from one extreme point to another," he said in a note published Monday. The current increase is being driven in part by speculation and stockpiling, he said, and consumers such as the Chinese fluorescent-powder industry has complained about the price rises.

Mr. Zhang's view was echoed by Michael Silver, president of American Elements, a Los Angeles producer of components that use rare-earth metals. "There are whole industries disappearing at the moment" as a result of the price increases, he said. "Some industries are going to disappear, others will have to move to China, others will just have to forget it."


...

Da kann einer sagen was er will, die NYT verfolgt einen höheren politischen Willen, mit ihrem ständigen Gepolter gegen Lynas und der Notwendigkeit endlich ausserhalb Chinas (und zufälligerweise auch der USA) eine vernünftige REO-Produktion aufzuziehen. Man hält es wohl für schlauer China vor der WTO zur weiteren, preiswerten REO-Lieferung zu zwingen und damit das amerikanische Hinterland sauber zu halten (bis auf gelegentliche Explosionen von Ölplattformen). Diesen Satz muss man sich mal auf der Zunge zergehen lassen, wo im gleichen Artikel auf die grosse Differenz zwischen einheimischen und ausländischen REO-Preisen unterschieden wird:

Zhang Anwen, deputy secretary-general of the Chinese Society of Rare Earths, said prices are so high that domestic companies might stop developing products with rare-earth metals.

-...unglaublich! (er Blödsinn)

http://www.smh.com.au/business/lynas-plant-under-fire-201107…

Lynas plant under fire

http://thestar.com.my/news/story.asp?file=/2011/7/6/nation/9…

Lynas must join Gebeng crisis response group

...
Nation
Sarawak
World Updates
Courts
Parliament
Columnists
Opinion
Honours List

Wednesday July 6, 2011
Lynas must join Gebeng crisis response group


KUANTAN: Lynas Malaysia Sdn Bhd, which is planning to set up a rare earth processing plant near here, will be asked to join a local group that shares resources to tackle emergency situations.

Pahang Fire and Rescue Department director Datuk Abdul Wahab Mat Yasin said the department would make it compulsory for the Australia-based company to be a member of the Gebeng Emergency Mutual Aid (Gema) committee, comprising government agencies and private companies at the industrial site.

Abdul Wahab, who is Gema chairman, said Lynas Malaysia would also be asked to set up its emergency response unit with facilities and equipment to counter mishaps or accidents, especially those that were radioactive in nature.

“Gema is a voluntary crisis management organisation in the industrial zone and its main objective is to render support to each other in cases of emergencies.

“However, it will be made compulsory for Lynas to be a member once its plant commences operations,'' Abdul Wahab said after the handing over of Gema's amended manuals to member organisations here yesterday.

...

http://www.theage.com.au/business/mitsubishi-snaps-up-stake-…

Mitsubishi snaps up stake in Lynas

http://www.theaustralian.com.au/business/mining-energy/japan…

Japan's Mitsubishi UFJ Financial Group buys $324m stake in Lynas Corp

http://e.nikkei.com/e/fr/tnks/Nni20110705D05JF832.htm

MUFG Invests In Australian Rare Earths Developer Lynas

http://www.themalaysianinsider.com/mobile/malaysia/article/p…

Putrajaya should probe not dismiss NYT’s Lynas report, says Fuziah


...
“MITI is responsible for bringing in the plant and it is the government’s duty to monitor and regulate it. How can they pass the buck straight to Lynas?” said Fuziah, who has been leading the charge against the controversial RM700 million plant that has raised fears of radiation pollution in and around her constituency.

Regulators Atomic Energy Licensing Board (AELB) had refused to comment on the report while International Trade and Industry Ministry (MITI) secretary general Datuk Rebecca Sta Maria had said in a press conference this morning that she had read the article and would leave it for Lynas to comment.

...

[JoJo49]

Antwort auf Beitrag Nr.: 41.751.848 von Optimist_ am 06.07.11 19:37:03

Danke!

Zu deiner Einschätzung, bezogen auf die NYT, kann ich dir nur voll und ganz zustimmen.

Habe gerade die Postings von D_G im Parallelthread gelesen die Lynas und Siemens Anlegerverblendung unterstellt nach dem Motto die beiden Klitschen können keine Einschätzungen und Recherchen gegenseitig treffen und machen Verträge ins blaue.

Diese borniertheit ist eigentlich unglaublich aber andererseits wieder für jeden dabei vollkommen durchsichtig, nur sie merkt es scheinbar nicht mal.
Auf HC werden schon einige ihrer dreisten Postings gelöscht, bin mal gespannt wann eine Sperrung erfolgt, geht dort bei Falschdarstellungen und Untersetellungen sehr schnell.

LYC Lynas Corporation Limited
July 2011
7th Siemens / Lynas Joint Venture for Magnet Production
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=640256

7 July 2011
Press Release
Siemens and Lynas to form a joint venture for magnet production
The German Siemens Drive Technologies Division and the Australian Lynas Corporation Limited (“Lynas”) (ASX: LYC, OTC: LYSDY) have signed a letter of intent (“LOI”) to establish a joint venture company for the sustainable production of neodymium based rare earths magnets to serve Siemens’ production requirements for energy-efficient drive applications and wind-turbine generators. Lynas will provide raw materials for the joint venture, predominantly a combined neodymium/praseodymium metal, through a long term supply contract. The partnership between Siemens and Lynas will secure a long-term and sustainable end-to-end supply chain from mine to magnet to end application. The joint venture for magnet production will be led by Siemens with the planned shareholding to be 55% Siemens and 45% Lynas. Additional financial details of the JV are not available at this time.
Ralf-Michael Franke, CEO of the Siemens Drive Technologies Division, stated: „This planned joint venture would be an important strategic pillar for us to pursue a long-term and stable supply with high performance magnets. We are convinced that Lynas is the right partner for this intention.” Lynas Executive Chairman, Nicholas Curtis, said: “Lynas is delighted that this first step is achieved to entering this long term partnership with Siemens, a market leader in their field of large drive technology. It is clear rare earths magnets have tremendous growth potential in this field, and Lynas is pleased to be able to provide the necessary ingredients of a stable, secure economically and environmentally sound supply chain which is required to enable this market to grow to its full potential.”
The Siemens Drive Technologies Division is the world's leading supplier of the entire drive train with electrical and mechanical components. Lynas is an ASX 100 listed company, executing its
2 of 3
strategy to create a reliable, fully integrated source of Rare Earths from mine through to market. Lynas is setting a new benchmark for the security of supply and environmental standards in the global Rare Earths industry. The recently completed IAEA review has confirmed that the Lynas plant in Malaysia, once completed later this year, is expected to be fully compliant with international standards.
The Siemens Industry Sector (Erlangen, Germany) is the worldwide leading supplier of environmentally friendly production, transportation and building technologies. With integrated automation technologies and comprehensive industry-specific solutions, Siemens increases the productivity, efficiency and flexibility of its customers in the fields of industry and infrastructure. In fiscal 2010, which ended on September 30, 2010, revenue from continuing operations of the Industry Sector (excluding Osram) totaled around €30.2 billion. At the end of September 2010, Siemens Industry Sector had around 164,000 employees worldwide without consideration of Osram. Further information is available on the Internet at: www.siemens.com/industry.
The Siemens Drive Technologies Division (Nuremberg, Germany) is the world's leading supplier of products, systems, applications and services for the entire drive train with electrical and mechanical components and motion control systems for production machinery as well as machine tools. Drive Technologies serves all segments in manufacturing industry, process industry and energy/infrastructure. The division provides answers to the customers´ key requirements productivity, energy efficiency and reliability. In fiscal year 2010, around 36,000 employees of the Division (September 30), achieved total sales of €7.0 billion. www.siemens.com/drivetechnologies

...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

[Mandala64]

07.07.2011

Deal mit Australiern
Siemens will sich Hightech-Metalle sichern
Der Markt für Seltene Erden befindet sich fest in der Hand Chinas, Hightech-Hersteller klagen über die Abhängigkeit. Siemens versucht nun den Befreiungsschlag: Der Technologie-Konzern will die begehrten Rohstoffe gemeinsam mit einem Partner in Australien selbst fördern.

München - Es ist ein langfristig angelegtes Projekt: Mit einem Joint Venture will sich Siemens den Zugriff auf Seltene Erden sichern, die der Dax-Konzern zur Herstellung von Hochleistungsmagneten benötigt. Mit der australischen Lynas Corporation Limited sei eine Absichtserklärung zur Gründung eines Gemeinschaftsunternehmens unterzeichnet worden, teilte Siemens Chart zeigen am Donnerstag mit. Lynas soll dabei über langfristige Lieferverträge spezielle Metalle liefern, die zur Herstellung sogenannter Neodym-Dauermagnete für energieeffiziente Antriebe und für Generatoren von Windturbinen gebraucht würden.
weiter lesen:
http://www.spiegel.de/wirtschaft/unternehmen/0,1518,772977,0…

[JoJo49]

Antwort auf Beitrag Nr.: 41.756.688 von Mandala64 am 07.07.11 16:16:45

... dazu noch die Bestätigung von Siemens: http://www.siemens.com/press/de/pressemitteilungen/?press=/d…
Siemens und Lynas wollen Joint Venture zur Produktion von Magneten gründen

...
Die Siemens-Division Drive Technologies ist der weltweit führende Hersteller von Antriebssystemen mit elektrischen und mechanischen Komponenten. Lynas, eine börsennotierte Gesellschaft in Australien, hat das Ziel, eine dauerhafte und voll integrierte Versorgung mit Seltenen Erden vom Abbau bis zum Markt aufzubauen. Dabei setzt Lynas neue Maßstäbe sowohl bei der Liefersicherheit als auch beim umweltverträglichen Abbau Seltener Erden weltweit. Eine vor Kurzem fertig gestellte Studie der Atomenergiebehörde IAEA bescheinigt der von Lynas geplanten Anlage in Malaysia, dass diese voraussichtlich sämtliche internationalen Produktions- und Umweltstandards erfüllen wird. Die Anlage soll noch 2011 fertig gestellt werden.
​

Grüsse JoJo

[Kurzvormsee]

na dann braucht man sich über den anstieg, trotz es in down under etwas runter ging, nicht wundern

freu mich auf die reaktion heut nacht

[Optimist_]

http://www.smh.com.au/business/lynas-joins-forces-with-sieme…

Lynas joins forces with Siemens


Lynas Corp will team up with Siemens in a joint venture that will help the German technology giant secure a long-term source of supply-constrained rare earth elements, coveted for their use in hybrid car engines, smartphones, iPads and other modern technologies.

The two companies have signed a letter of intent to form a joint venture, of which Siemens will own 55 per cent, that will specialise in the production of high-powered rare earth magnets used in energy-efficient engines and wind turbines.

...

The chief executive of Lynas, Nicholas Curtis, said the deal was part of its strategic objective to become integrated into the supply chains of its end customers.

‘‘It’s strategically, in my opinion, very significant in that it sets a direction to say that we are using our first-mover position to establish strategic alliances,’’ Mr Curtis said.
Mr Curtis said Siemens – and major Japanese investor Sojitz – were satisfied with the environmental credentials of Lynas, despite a large amount of negative publicity generated from its plans to build the world’s largest rare earth refinery in Malaysia.

‘‘[Siemens have] reviewed it fully, they understand and are comfortable with the reality of our operations, as are the Japanese,’’ Mr Curtis said.

‘‘You can’t go into the windfarm business based on an unsustainable environmental platform. It’s absolutely critical for them for this platform to be green.’’
...

[KaOzz]

Antwort auf Beitrag Nr.: 41.757.863 von Optimist_ am 07.07.11 19:32:06

Freut mich für beide Vertragsseiten. Klingt nach nem verdammt guten Deal

[JoJo49]

http://www.themalaysianinsider.com/business/article/gebeng-r…

Gebeng raw material headed for Lynas joint venture

July 08, 2011

KUALA LUMPUR, July 8 — Raw material from Lynas Corporation’s proposed Gebeng rare earth plant in Kuantan are to be used in a joint venture that the Australian company signed with a component unit of Siemens.

Lynas yesterday signed a letter of intent to form a joint-venture company with the German Siemens Drive Technologies Division to produce magnet.
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

Ein paar aktuelle Infos mit Rückschau zum Thema: http://www.mining.com/tag/rare-earth/
Googleübersetzt: http://translate.googleusercontent.com/translate_c?hl=de&ie=…

u.a.: http://www.ibtimes.com/articles/175686/20110707/make-mine-ra…
July 7, 2011 1:13 AM EDT

(This story was originally published on 28th June 2011. It has now been re-published to make it available to non-paying members at FNArena and to readers elsewhere).

- Rare earth metals prices have soared - Usage is very 21st century - There is a window of global supply constraint - Not all claimants will reach production

...
...

Googleübersetzt: http://translate.googleusercontent.com/translate_c?hl=de&ie=…


@ ein schönes WE

Grüsse JoJo

[VirtualNormann]

Lynas mulls magnet plant in Malaysia [New Straits Time (Malaysia)]

(New Straits Time (Malaysia) Via Acquire Media NewsEdge) KUALA LUMPUR: Lynas Corp Ltd, the Australian rare-earth developer, is looking at Malaysia as a possible destination to build a magnet manufacturing plant, in a planned joint venture with German engineering conglomerate Siemens AG.

Lynas executive vice-president for strategic and corporate communication, Dr Matthew Jones, said it is very natural for the company to want to locate the plant near to the controversial Lynas Advanced Materials Plant, near Kuantan.

"We are still assessing where best to locate the plant, but the east coast of Malaysia is one of the preferred sites. We will finalise the final location by the end of this year," he said in a telephone interview with Business Times yesterday.



Lynas issued a statement yesterday that it has signed a letter of intent with Siemens to establish a joint-venture company for the sustainable production of neodymium-based rare-earth magnets.

The magnets are to serve Siemens' production requirements for energy-efficient drive applications and wind-turbine generators.

The joint venture will be 55 per cent held by Siemens and 45 per cent by Lynas.

Jones said the financial details of the shareholding are currently being worked out and will most likely be announced within a few months.

"It will be a sizeable investment by us because we are building a globally significant manufacturing plant," he said, adding that the magnet production plant is expected to commence operations in the first half of 2013.

Jones said Siemens has high demand for rare-earth magnets for its windturbines and is looking for a secure supply chain outside China, which currently produces 95 per cent of the world's rare-earth magnets but imposes export restrictions.

Under the proposed joint venture, Lynas will produce the magnets and Siemens will be its main customer.

In the press statement, Siemens chief executive officer Ralf- Michael Franke said the joint venture would be a strategic pillar for the Germany-based company to pursue a long-term and stable supply of high performance magnets.

Jones, meanwhile, said there is an increasing demand for rare- earth magnets which can be used in hybrid cars, hard-disk drives, speaker phones and personal computer devices.

(c) 2011 ProQuest Information and Learning Company; All Rights Reserved.

Quelle: http://www.tmcnet.com/usubmit/2011/07/08/5623045.htm

[JoJo49]

Antwort auf Beitrag Nr.: 41.761.342 von VirtualNormann am 08.07.11 12:26:54

New Straits Time nicht zu verwechsel mit der New York Times, die sich zum geplanten JV Lynas mit Siemens meines Wissens bisher noch nicht dazu geäußert haben.

http://www.theflyonthewall.com/permalinks/entry.php/SI;MCP;R…

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


Grüsse JoJo

[JoJo49]

http://www.stockhouse.com/Community-News/2011/Jun/7/Why-Chin…
Why China's rare earth exports matter

6/7/2011 9:33:01 AM | Jeb Handwerger
1209 Reads | 2 Comments

The latest Chinese data indicates that rare earth exports are continuing to drop by more than half compared to last year's output.

...
...




Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[Optimist_]

OK, nicht nur weil hier heute noch nichts gepostet wurde, die Nachricht des Tages:

http://au.finance.yahoo.com/news/GTSO-Chinese-Rare-Earths-bw…

Press Release Source: Green Technology Solutions, Inc. On Monday 11 July 2011, 23:00 EST

GTSO: Chinese Rare Earths Output Ratio to Decrease Sharply

SAN JOSE, Calif.--(BUSINESSWIRE)-- As Green Technology Solutions, Inc. and others work to develop new sources of rare earths outside of China, Wang Caifeng, a former official at China’s Ministry of Industry and Information Technology (MIIT) who is now in charge of establishing the Asian superpower’s rare earths industrial association, says China’s production ratio will fall sharply as a percentage of the global total in the next two years.

In a recent interview with China Daily, Caifeng stated that rare earths output from other nations will reverse the global reliance on Chinese exports significantly in the near future. Currently, China is responsible for 95 percent of the world’s supply of rare earths. Caifeng predicted that over the next two years, that total will shrink to 60 percent.

...

...und ergänzend auf deutsch

http://german1.china.org.cn/business/txt/2011-06/23/content_…

23. 06. 2011

Seltene Erden: Chinas Quote sinkt innerhalb von zwei Jahren auf 60 Prozent der globalen Förderung

...
Da der Abbau seltener Erden in China der Umwelt schadet und das Land nicht mehr viele Reserven hat, schränkt die Regierung die Förderung ein. China hat strenge politische Regeln auferlegt und seine Exportquote reduziert, um die Metalle vor einer allzu hohen Ausbeutung zu schützen und um auf dem globalen Markt einen größeren Einfluss auf die Preisgestaltung nehmen zu können. „Weltweite Belieferung der Metalle, insbesondere des leichten Typs, welcher im Ausland reichlich zu finden ist, wird in Kürze die Nachfrage übertreffen. Jene Länder mit großen Vorräten werden die Liefermärkte umformen“, sagte Wang Hongqian, Generaldirektor der China Nonferrous Metal Industry's Foreign Engineering and Construction Co (NFC), zu einem früheren Zeitpunkt der China Daily.

Wang Caifeng sagte, dass der Industrieverband dem Wirrwarr auf dem Markt begegnen und einen vernünftigen Preismechanismus installieren werde. „Der Verband hat seine Vorbereitungsarbeit abgeschlossen und wartet nun auf grünes Licht vom MIIT. Hoffentlich wird er innerhalb der nächsten beiden Monate an den Start gehen können“, sagte Wang. Sie fügte hinzu, dass der Verband „in erster Linie dafür kämpfen werde, einen Preismechanismus einzuführen und die Konsolidierungsregulierung der diffusen Industrie voranzutreiben, während wir Unternehmen, die internationale Zusammenarbeit anstreben, unter die Arme greifen werden.“ Die Einführung des Verbands für Seltenerdmetalle ist Teil der Regierungsbemühungen, um die Macht über die weltweit heißbegehrten Mineralelemente zu festigen.

Quelle: China Daily

[JoJo49]

http://www.bernama.com.my/bernama/v5/newsindex.php?id=600355
Published: Sunday July 10, 2011 MYT 5:17:00 PM

Lynas will install special equipment to monitor radiation

KUANTAN: Lynas Malaysia Sdn Bhd will install two pieces of special equipment to monitor radioactive materials at its processing plant in Gebeng near here.

Managing director Datuk Mashal Ahmad said the Environmental Radiation Monitoring System (ERMS) costing RM700,000 each were bought from Austria.

He said the aerosol-type equipments to be installed in two locations would be submitted to the Atomic Energy Licensing Board (AELB) which would operate them.

"One will be placed at AELB site office here while location of the other will be determined later.

"The public can come and see the recorded readings," he told reporters after AELB director-general Raja Datuk Abdul Aziz Raja Adnan visited AELB site office here Sunday.

Mashal said the equipment was capable of detecting all types of radioactive materials, making it very significant to the operation of the RM2bil plant.

"The first unit will arrive in three months and the officers concerned will be trained on how to handle it," he said.

The AELB office is home to four officers assigned to regulate operation of the plant at all times.

Lynas also invited about 200 people from nearby villages to have a close look at the factory site to get a clear picture of its construction and operation.

Construction of the rare earth refinery plant became an issue after certain parties objected claiming it will result in radiation harmful to the public.

The International Atomic Energy Agency (IAEA), however, ruled that the plant was safe but it had to make improvements before it could operate at the next level.

Lynas Malaysia Sdn Bhd is a subsidiary of Lynas Corporation Australia.

Googleübersetzt: http://translate.googleusercontent.com/translate_c?hl=de&pre…


Grüsse JoJo

[Optimist_]

http://www.tagesschau.de/ausland/merkelkenia102.html

Merkel verspricht Hilfe für Flüchtlingslager

...
DIHK fordert Zugang zu Seltenen Erden

Am Abend fliegt Merkel, die auch von einer Wirtschaftsdelegation begleitet wird, nach Angola weiter, letzte Station ihrer Reise ist am Mittwoch Nigeria. Der Hauptgeschäftsführer des Deutschen Industrie- und Handelskammertags, Martin Wansleben, forderte die Kanzlerin auf, sich für die deutschen Rohstoffinteressen stark zu machen. "Die deutsche Wirtschaft erhofft sich von der Kanzlerin Engagement für einen weiterhin freien Zugang zu Afrikas Rohstoffen", sagte Wansleben der "Passauer Neuen Presse". Dabei gehe es nicht nur um Öl und Gas, sondern auch um die sogenannten Seltenen Erden, für die zuletzt häufiger chinesische Unternehmen Exklusivverträge abgeschlossen hatten.

...

http://thestar.my/news/story.asp?file=/2011/7/11/nation/9076…

Lynas to fix minor problem

KUANTAN: Lynas Malaysia is rectifying a minor problem in the construction of its new plant in Gebeng.

Its managing director Datuk Mashal Ahmad said the problem was due to the contractor not being able to glue the reinforced fibreglass lining to the interior of the containment tank.

“The issues are normal and frequently encountered in any factory construction project,” he said yesterday.

Mashal also said Lynas would purchase two environmental radiation monitoring system aerosol devices at about RM700,000 each.

“These devices are used in European countries to monitor radioactive levels in the air. One will be used by AELB officers, while the second will be placed in a location yet to be determined for public scrutiny,” he added.

Meanwhile, Atomic Energy Licensing Board (AELB) director-general Datuk Abdul Aziz Raja Adnan said there was no room for shoddy construction and no licence would be issued if Lynas did not adhere to the standards set by the authorities.

He said it did not matter whether the news report about the defects of the plant was true or otherwise.

“It is our responsibility to investigate and make sure Lynas is up to standards,” he said after inspecting the plant in Gebeng here yesterday.
Abdul Aziz said since yesterday, four AELB officers have been stationed on site 24 hours a day to monitor the construction.

“We have been monitoring the level of radiation in the area even before construction began.

“Rest assured we will make sure the radiation is below the acceptable level,” he added.

[JoJo49]

LYC Lynas Corporation Limited
July 2011
13th EPCC Letter of Award - Phase 2 Expansion
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=640657
13 July 2011

Lynas and Toyo-Thai sign Letter of Award for Phase 2 Expansion of the Lynas Advanced Materials Plant

Lynas Corporation Limited (“Lynas”) (ASX: LYC, OTC: LYSDY) is pleased to announce that its wholly owned subsidiary Lynas Malaysia Sdn Bhd has signed a Letter of Award with Toyo-Thai Corporation Public Company Limited (“TTCL”) for Engineering, Procurement, Construction and Commissioning Assistance of the Phase 2 expansion of the Lynas Advanced Materials Plant (“LAMP”) at the Gebeng Industrial Estate, Kuantan, Pahang, in Malaysia. The Letter of Award is for a fixed price lump sum, in the amount of between US$180 Million – US$210 Million. Subject to the receipt of all relevant approvals, Phase 2 construction is scheduled to be completed in calendar quarter 4, 2012. The Phase 2 expansion will increase the LAMP capacity to a total of 22,000t REO per annum of separated Rare Earths products.

...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Dazu das Video: http://www.finnewsnetwork.com.au/archives/finance_news_netwo…

Lynas ramps up plant construction July 13, 2011 11:17 AM


Lynas Corporation Limited’s (ASX:LYC) Malaysian subsidiary will inject up to $US210 million to ramp up construction at the rare earth producers planned Malaysian refinery.

Lynas Malaysia has signed a letter of award with Thai engineering company Toyo-Thai Corporation for engineering, procurement construction and commissioning assistance of the Phase 2 expansion of the Lynas Advanced Materials Plant.

Subject to the receipt of approvals, Phase 2 is scheduled to be completed in the last quarter of 2012. Phase 1 is due for competition by the end of 2011.

Lyans’ planned Malaysian refinery has been the subject of scrutiny and protests from community and environmental groups, who believe it poses a toxic threat to the residents and land surrounding the site.

Lynas Corporation booked a net loss of $20.5 million in the first half of its 2011 financial year.


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


Grüsse JoJo

[JoJo49]

http://thestar.com.my/news/story.asp?file=/2011/7/11/nation/…

Monday July 11, 2011

Lynas to fix minor problem

By ONG HAN SEAN
[e-mail]" target="_blank" rel="nofollow ugc noopener">[e-mail]

KUANTAN: Lynas Malaysia is rectifying a minor problem in the construction of its new plant in Gebeng.

...
Googleübersetzt: http://translate.googleusercontent.com/translate_c?hl=de&pre…



Grüsse JoJo

[Optimist_]

Lynas erlangt stetig höhere Medienpräsenz da die Produktion und damit erstmaliger Erlös kurz bevor steht. Zudem sorgen die abgeschlossenen Deals natürlich für Raunen und Aufmerksamkeit, da sie offensichtlich machen wie knapp Seltene Erdmetalle wirklich sind. Nur für die, die immer wieder von Blase reden...

Heute habe ich Lynas in der aktuellen Ausgabe der Finanzen und Wirtschaft (CH) erstmals in der Übersichtsliste auf Seite 2 gefunden. Dort wo sonst nur die blue chips gelistet sind:

In der kurzen Erwähnung dann auf Seite 10 vom Markt in Sydney wurde dann nur auf den Deal mit Siemens hingewiesen.

Kostenpflichtig anmelden oder Zeitung kaufen um diese Artikel zu lesen, die bisher zu Lynas oder Seltenen Erden dort veröffentlicht wurden.

http://www.fuw.ch/de/zeitung_archiv/archiv.html?SID=SID%3Dc8…

[VirtualNormann]

Wurde das schon gepostet? Wenn nein, dann jetzt:

http://thelynasperspective.com/

[JoJo49]

http://www.spiegel.de/wirtschaft/unternehmen/0,1518,774507,0…


14.07.2011

Rohstoffe

China hebt Export-Grenze für Hightech-Metalle an

Die chinesische Regierung überdenkt offenbar ihre Ausfuhrpolitk: Peking verdoppelt den Grenzwert für Exporte von Seltenen Erden. Ohne den Rohstoff würden keine Flachbildschirme oder Mobiltelefone funktionieren. Die WTO hatte die Ausfuhrbeschränkungen zuvor kritisiert.

...


Grüsse JoJo

[Optimist_]

http://de.finance.yahoo.com/nachrichten/China-verdoppelt-Exp…

Donnerstag, 14. Juli 2011, um 13:03

China verdoppelt Export-Obergrenze für seltene Erden

http://www.ft.com/cms/s/0/5659233c-ae24-11e0-a2ab-00144feabd…

China holds firm on rare earth quotas

http://www.cnbc.com/id/43755541

China Raises Rare Earth Export Quota, EU Not Satisfied

...
"This is highly disappointing and the EU continues to encourage the Chinese authorities to revisit their export restrictions policy to ensure there is full, fair, predictable and non-discriminatory access to rare earth supplies as well as other raw materials for EU industries," EU trade spokesman John Clancy said in an emailed statement.

China, which accounts for around 97 percent of the world's rare earth output, has set the second batch of quotas at 15,738 tonnes, bringing the full year total to 30,184 tonnes.

...
"A first analysis of China's rare earth quota announced today shows that there is no noticeable change in the annual amount of rare earth China will allow to be exported to the EU," Clancy said.

...

[JoJo49]

LYC Lynas Corporation Limited
July 2011
15th Chinese Rare Earths Export Quota - H2 2011
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=640897
15 July 2011

Press Release
Chinese Rare Earths Export Quota Released for Second Half of 2011

Lynas Corporation Limited (“Lynas”) (ASX:LYC, OTC:LYSDY) notes that The Ministry of Commerce of the People’s Republic of China has released 15,738 tonnes of approved Rare Earths export quota for the second half of 2011. The total export quota for 2011 is therefore 30,184 tonnes for both local and foreign owned companies. This is slightly lower than the total quota for 2010 of 30,259 tonnes.

However in May this year the Ministry of Commerce and General Administration of Customs jointly issued a notice stating, from 20 May 2011 onwards, ferrous alloys containing Rare Earths elements greater than 10% by weight of the total content shall be included into the Rare Earths export quota license management system. Note that the customs code used appears to exclude magnet alloys at this time.

Examples of ferrous alloys now under the quota system are ferro-dysprosium alloys, ferro-terbium alloys and Rare Earths silicate alloys. Industry sources estimate that ferrous alloys with Rare Earths greater than 10% by weight would account for at least 2,000 tonnes of exports.

The addition of ferrous alloys means the quota is actually being tightened because more products will compete for limited allowances. Therefore the net result of the total 2011 export quota released, when taking into account the new material requiring export quota, is at a minimum a 7% reduction compared to 2010.

The total export quota available remains well below the demand for Rare Earths outside of China, and is likely to result in continued shortages of available Rare Earths.
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


@ ein schönes WE

Grüsse JoJo

[JoJo49]

Wenn man den folgenden Bericht liest und ernst nimmt kann man IMHO durchaus zu der Erkenntnis kommen das Lynas noch weit unter Wert gehandelt wird.

Grüsse JoJo



http://www.mineweb.com/mineweb/view/mineweb/en/page72103?oid…
Three reports define Critical Minerals and Materials

An analysis of three reports which identify those metals and minerals seen as critical to the technology and industries of the major Western economies
Author: Richard (Rick) Mills
Posted: Friday , 15 Jul 2011

...
...

CONCLUSION

The REEs, PGEs, Lithium and Cobalt are all truly critical to the functioning of our modern society. It's easy to see why they are classified as critical or strategic. Scandium will increasingly find its way into our everyday lives and undoubtedly take its place on the various critical metal lists.

Access to raw materials at competitive prices has become essential to the functioning of all industrialized economies. Cobalt is one of those raw materials, so too will be Scandium.

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

[JoJo49]

http://www.techmetalsresearch.com/2011/07/chinese-rare-earth…
Chinese Rare-Earth Export Quotas for H2-2011

by Gareth Hatch on July 14, 2011 · in China,News Analysis,Rare Earths
...
...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

http://thestar.com.my/news/story.asp?file=/2011/7/17/nation/…

Sunday July 17, 2011

Adnan: We won’t talk with ‘Stop Lynas’ group
...
...
http://translate.googleusercontent.com/translate_c?hl=de&ie=…

Grüsse JoJo

[JoJo49]

http://www.resourceinvestor.com/News/2011/7/Pages/Byron-King…
Byron King: The Real REE Demand Opportunity

Brian Sylvester
Published 7/13/2011

...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

http://www.bernama.com.my/bernama/v5/newsindex.php?id=601681
July 16, 2011 15.29 PM

Briefing Session On Lynas Positive Feedback

...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüse JoJo

[JoJo49]

http://www.youtube.com/watch?v=4Su6jUafoGA&feature=player_em…" target="_blank" rel="nofollow ugc noopener">http://www.youtube.com/watch?v=4Su6jUafoGA&feature=player_em…

Video: PM Najib CNN UK Interview
CNN's John Defterios talks with Malaysia's prime minister Najib about financial concerns regarding the Eurozone and the U.S.

In this interview, he gives his comments talks about the US debt and the recent Bersih rally.

At the 2:05 point of the interview, CNN's John Defteriosto asks Najib why there was 'such a high level of protests'

Gogleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

@ eine erfolgreiche Woche

Grüsse JoJo

[JoJo49]

Eine Seite die immer wieder updatet wird: http://wotnews.com.au/news/Lynas_Corporation/


Recent Highlights
•Signed a Letter of Award with Toyo-Thai for the construction of its ...
•Team with Siemens in a joint venture that will help the German ...
•The International Atomic Energy Agency (IAEA) has confirmed that the Lynas Advanced ...


Latest Articles

5 days, 10 hours ago


Lynas plans next phase of Malaysia plant

Lynas Corporation's Malaysian subsidiary will spend $US210m on construction on a planned refinery plant. Sky News Business - 3:31 p.m. Wednesday 13th July 2011 EST



Grüsse JoJo

[Optimist_]

http://english.kyodonews.jp/news/2011/07/103550.html

China eyes curbing rare earth price surges amid inflation fears

..
Chinese Commerce Minister Chen Deming indicated Monday that Beijing will study measures to address sharp price increases in rare earth minerals.

''Surges in rare earth prices are not desirable for the Chinese economy as they will induce import inflation,'' Chen was quoted by Japanese trade minister Banri Kaieda as telling him in a meeting in Beijing. ''China would like to address speculative price movements.''

It is unusual that a senior Chinese official expresses concern about rises in rare earth prices.
Kaieda told reporters after the meeting that he and Chen shared a view that a surge in rare earth prices would lead to higher prices in parts using rare earths that China imports from Japan and that could negatively affect the Chinese economy whose biggest risk is inflation.

Kaieda, minister of economy, trade and industry, asked that China ensure a stable supply of rare earths to Japan without reducing export quotas.

...

[JoJo49]

LYC Lynas Corporation Limited
July 2011
19th Change in substantial holding
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=641155

Grüsse JoJo

[JoJo49]

LYC Lynas Corporation Limited
July 2011
19th Change in substantial holding - Amendment

http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=641263


Grüsse JoJo

[JoJo49]

http://www.wealthdaily.com/articles/historic-rare-earth-disc…
Historic Rare Earth Discovery

Bet On the Giant Squid Instead

By Ian Cooper
Thursday, July 14th, 2011

...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

http://resourceinvestingnews.com/19397-china%E2%80%99s-rare-…
China’s Rare Earth Export Quota Further Restricts Supply Chain

Mon, Jul 18, 2011

By Michael Montgomery—Exclusive to Rare Earth Investing News

...

In a recent Lynas Corp. (ASX:LYC) press release, the company stated that the actual export quota would be reduced by a minimum of 7 percent on the year because of the new regulation.

...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

http://www.boersennews.de/markt/aktien/lynas-corp-ltd-au0000…

u.a.: http://www.emfis.de/global/global/nachrichten/beitrag/id/Lyn…
Wirtschaftsnews - 18.07.11

Lynas Corp: Unterstützung für malaysische Raffinerie wächst


Sydney 18.07.2011 (www.emfis.com) Das australische Seltenen-Erden-Unternehmen Lynas Corp hat kürzlich einen Werbefeldzug zu die geplante Verarbeitungsanlage für Rare Elements in Malaysia geführt und war diesbezüglich nicht unerfolgreich.

Die Australier haben eine Gesprächsrunde mit Vertretern der zuständigen Bezirks-Regierung und Bürgern geführt und scheinbar ist es Lynas Corp gelungen, den Nutzen der Anlage für die Region zu verdeutlichen. Auch konnten Sicherheitsbedenken weitgehend zerstreut oder aber zumindest reduziert werden. Ob dadurch der Widerstand einiger Bürgergruppen vollständig abebbt, ist zwar fraglich, aber für den Bau dieser Anlage ohnehin eher sekundär.

Bau eigentlich fast sicher

Sehr viel entscheidender ist, dass die Internationale Atom-Energiebehörde die Anlage für sicher erachtet, wenn noch einige bauliche Maßnahmen erfolgen, die für Lynas Corp kein allzu großes Problem darstellen. Insgesamt kann daher mit einer fast schon an Sicherheit grenzender Wahrscheinlichkeit davon ausgegangen werden, dass die Genehmigung der zuständigen malaysischen Behörde nicht mehr lange auf sich warten lässt.

Nach den jüngsten Entwicklung in Bezug auf die Seltenen-Erden-Raffinerie im malaysischen Gebeng und dem Phase-2-Vertrag, den Lynas bereits unterzeichnet hat, darf man guter Dinge sein, dass die Verarbeitungsanlage, die sich positiv auf die Geschäftszahlen der Lynas Corp in einigen Jahren auswirken sollte, wie geplant gebaut werden kann.



Quelle: EMFIS.COM, Autor: (mon)


Grüsse JoJo

[Optimist_]

So, ich glaube, wenn es in der Volksstimme steht, sind Seltene Erden und Lynas wirklich aus der Zeit des Geheimtips raus

http://www.volksstimme.de/nachrichten/deutschland_und_welt/w…

Australier bauen gigantische Raffinerie für Seltene Erden

11.06.2011 05:32 Uhr

..
Kuala Lumpur (dpa). In Gebeng an der malaysischen Ostküste ist ein riesiges Bauprojekt im Gange. Auf der 20 Hektar großen Baustelle entsteht eine der größten Raffinerien der Welt für Seltene Erden. Die australische Bergwerksfirma Lynas will in vier Monaten mit der Produktion beginnen. "Die Anlage hat das Potenzial, 33 Prozent der Weltnachfrage zu decken und das Monopol, das China zur Zeit hat, zu brechen", sagt Lynas-Sprecherin Liz Whiteway. Das wäre die Antwort auf Stoßgebete der Elektronikhersteller. Seit Peking im September zeitweise den Export drosselte, zittert die Industrie.

Lynas fördert die Mineralien, aus denen die seltenen Erden gewonnen werden, im 4000 Kilometer entfernten Bergwerk Mount Weld in Westaustralien, 35 Kilometer südlich des Städtchens Laverton. Der Gehalt an "Seltene Erden-Oxyd" (REO) in den Mineralien betrug bei Probebohrungen 15,4 Prozent.

...
Lynas bereitet das kostbare Gut fernab der Heimat auf. "Mount Weld ist abgelegen, das eignet sich nicht", sagt Whiteway. Gebeng in Malaysia habe sich unter anderem empfohlen mit seiner guten Hafenanbindung und gut ausgebildeten Technikern. Anwohner argwöhnen andere Gründe: Die Aufbereitung von Seltenen Erden gilt als dreckiges Geschäft. Deshalb haben die Industrieländer dies weitgehend den Chinesen überlassen. Nach Angaben von Lynas kamen knapp 90 Prozent der 103 000 Tonnen Seltene Erden auf dem Weltmarkt im vergangenen Jahr aus China, der Rest aus Indien, Russland und den USA.

Die Anwohner von Gebeng wollen keine Dreckschleuder. "Wir kennen die Fakten und Risiken, und wir haben beschlossen, dass wir so etwas in unserer Nachbarschaft nicht wollen", sagt Jonathan Wong, Sprecher der "Stop Lynas"-Bewegung. "Wegen einer Gesetzeslücke war keine detaillierte Umweltverträglichkeits- studie nötig", sagt Mohamed Idris von der Umweltorga- nisation Friends of the Earth. Die Gegner organisieren Märsche und sammeln Unterschriften.

Die Malaysier sind gebrannte Kinder: In den 80er Jahren hat der japanische Konzern Mitsubishi Chemicals im Norden in der Asian Rare Earth-Fabrik Seltene Erden aufbereitet, mit verheerenden Folgen. Die Raffinerie wurde 1992 geschlossen, das Gelände ist bis heute verseucht. Die Rate der Geburtsfehler und Leukämiefälle in der Umgebung ist höher als anderswo. Mitsubishi ist nie angeklagt worden und hat den Betroffenen nie eine Entschädigung bezahlt. Fast 20 Jahre später ist die Firma immer noch bei der Säuberung des Geländes.

Solche Gefahren drohten in Gebeng nicht, versichert Whiteway. "Das Lynas-Ausgangsmaterial enthält 50-mal weniger radioaktives Thorium als das, was Asian Rare Earth nutzte", sagt Whiteway. "Die Einwohner sind null Strahlung ausgesetzt." Die Radioaktivität im Abfallprodukt sei verschwindend gering. Das Material werde aber dennoch in Containern gelagert, die ein Entweichen in die Umwelt verhindern.

...

[JoJo49]

http://aktien-boersen.blogspot.com/2011/07/seltene-erden-chi…

Dienstag, 19. Juli 2011
Seltene Erden - Chinas Gallium und die Weltwirtschaft

China hat seinen Export der "Seltenen Erden" drastisch gekürzt. Ohne daß die Öffentlichkeit das wahrnimmt, laufen die westlichen Industrien in eine bedrohliche Knappheit. Die beiden Spitzenmanager des weltgrößten Galliumproduzenten Beijing JiYa machen deutlich, daß die Nachfrage nicht mehr befriedigt werden kann - auch ohne Ausfuhrbeschränkungen.Gallium ist nicht ersetzbar für LED-Technik, Smartphones, Medizintechnik, Solartechnik und LED-Bildschirme. Und Gallium ist nur einer von vielen unverzichtbaren Rohstoffen, auf die China quasi ein Monopol besitzt. Deutschland als Exportland für hochwertige Güter und Hightech wird empfindlich getroffen.


http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=120…
Undermined: southern China's illegal rare earth trade

Staff Reporter 2011-07-18 15:22 (GMT+8)


Large profits from illegal mining in Ganzhou in southeastern China's Jiangxi province means the city government has had difficulty bringing local mines fully under its control. The city is the source of 80% of the world's heavy rare earth minerals,
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

http://www.shareribs.com/rohstoffe/metalle-und-minen/news/ar…

Seltene Erden: China hebt Export-Quote um 97% an



(shareribs.com) Peking 20.07.2011 - China als der weltweit größte Seltene Erden Produzent, wird die Exportquote im laufenden zweiten Halbjahr drastisch nach oben fahren.
Laut einer Erklärung des Handelsministeriums, werden mit geplanten 15.738 Tonnen 97 Prozent mehr exportiert, wie im Vergleichszeitraum des Vorjahres.
Im ersten Halbjahr hatte China eine Quote von 14.446 Tonnen genehmigt.
Mit einem Gesamtvolumen von 30.184 Tonnen auf Jahresbasis, liegt die Exportquote um lediglich 74 Tonnen unter dem Niveau 2010.
Mit der Anhebung wird der Rückgang des ersten Halbjahres wieder ausgeglichen. Vom Januar bis Mai gingen 8,8 Prozent weniger an Seltenen Erden gegenüber dem Vorjahreszeitraum in den Export. Gleichzeitig erhöhten sich aber die Einnahmen um 242 Prozent auf 1,6 Mrd. US Dollar.

Für das zweite Halbjahr erhielt die China Minmetals Corp eine Exportquote von 1.327 Tonnen. Davon werden 773 Tonnen durch die Tochtergesellschaft China Minmetals Nonferrous Metals Co auf den Weg gebracht.
Die Baotou Iron and Steel (Group) Co, der Markt- Beherrscher in der Inneren Mongolei, hat eine Quote von 3.220 Tonnen zugeteilt bekommen. Davon werden 979 Tonnen durch die Baotou Steel Rare-Earth (Group) Hallo-Tech Co Ltd übernommen. Die Sinosteel Corp kann 666 Tonnen exportieren.



Quelle: shareribs.com, Autor: (il)


Grüsse JoJo

[JoJo49]

http://ictsd.org/i/news/bridgesweekly/110917/
20th July 2011

Tensions Build between EU, China over Rare Earths in Aftermath of Raw Materials Decision

China’s recent announcement that it would further tighten its rare earths export quotas came as a surprise, given that the WTO found similar restrictions on raw materials to violate trade rules (see Bridges Weekly, 6 July 2011). Meanwhile, China is still debating whether to appeal the raw materials ruling, as the deadline for appeal is 2 September 2011.

...
...

Manufacturers looking elsewhere for rare earths

Meanwhile, manufacturers in Europe, Japan, and the US are preparing themselves for a lengthy diplomatic process by searching for alternative sources of rare earths. In bilateral talks in the German city of Hanover on Monday and Tuesday of this week, Russia agreed to allow Germany to access its rare earth deposits. Germany, as a high tech producer with no own rare earth sources, is highly dependent on generating access to other sources.

Russian Deputy Prime Minister Viktor Zubkov told reporters that “we are ready to grant an opportunity for German companies to actively participate in the extraction of rare earth metals, which are used in automotive and agricultural machinery production, so that they could build these enterprises in Russia.”

In addition, Australian press reports that Germany’s high-tech giant Siemens has signed a letter of intent with Australian miner Lynas to establish a joint magnet plant to supply European wind farms. Neodymium-based rare-earth magnets are needed in wind turbine generators and other energy-efficient drivers.

The joint venture could choose to establish a plant for rare earth extraction in Malaysia, as Lynas is already building a rare earths plant in the country.

ICTSD reporting; “Lynas, Siemens look at rare-earths venture,” THE AUSTRALIAN, 8 July 2011; “China holds firm on rare earth quota,” FINANCIAL TIMES, 14 July 2011; “Russia eyes record German trade with gas, minerals,” REUTERS, 19 July 2011.

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

http://finance.yahoo.com/news/Seagate-Slammed-By-Margin-indi…
Seagate Slammed By Margin Concerns, Rare Earths Prices
tickerspy.com Staff, On Thursday July 21, 2011, 12:18 pm EDT
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…



Bin zwar kein Anhänger von JL aber der Bericht zeichnet bezogen auf die "Seltenen Erden" IMHO auf das auf Grund des weiterhin stark ansteigenden Bedarfs/Nachfrage neben LYC , MCP und ARU zukünftig noch für weiter Produzenten ausreichend Platz ist:
http://www.resourcestockdigest.com/archives/articles/rare_ea…
Jack Lifton: A Global Perspective on Critical Metals
by Jack Lifton - The Critical Metals Report
July 20, 2011
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…



http://www.raremetalblog.com/2011/07/q-a-japans-rare-earth-m…
Friday, July 15, 2011
Q & A Japan's rare earth market

July 14, 2011 (Source: Reuters) -- Higher prices of rare earths from China, which controls 97 percent of global supply of the material used in batteries and high-powered magnets, have hit Japan hard, driving users to hunt for alternatives and reduce usage.
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

http://www.reitaglobal.org/
Rare Earth Minerals' Scarcity Worrisome for Growing Tech Sector
PBS Newshour broadcast. June 14, 2010
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

http://www.metalevents.com/events/7th-international-rare-ear…
7th International Rare Earths Conference
Kowloon Shangri-La Hotel, Hong Kong
November 15-17 2011

natürlich mit dabei:
Session 2 – Outlook for future supply
11:15 “New sources of supply – Lynas”, by Nicholas Curtis, Executive Chairman, Lynas Corporation Ltd., Australia;
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…




@ ein schönes WE

Grüsse JoJo

[JoJo49]

http://www.chinadaily.com.cn/business/2011-07/22/content_129…" target="_blank" rel="nofollow ugc noopener">http://www.chinadaily.com.cn/business/2011-07/22/content_129…

Rare earth prices 'reflect market'

Updated: 2011-07-22 09:44

By Tuo Yannan and Zhang Qi (China Daily)

Ministry says China is not manipulating conditions for key elements

BEIJING - Sharply higher rare earth prices reflect market conditions, not manipulation, the Ministry of Industry and Information Technology (MIIT) said on Thursday.

Prices started to pick up in mid-2009. Ytterbium, one of the 17 elements known as rare earths, has surged more than 10 times since 2009 and more than three times since January 2011.


A rare earth mine in Bayan Obo, Inner Mongolia autonomous region. China is the world's largest exporter of rare earth minerals, supplying more than 90 percent of the international market, though it has only about 30 percent of global reserves. [Photo/China Daily]


...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

http://www.seismicresearch.com.au/research/seis-matters-blog…


Rare-Earth-Elements-Part-V: Lynas Corporation




To conclude this week's focus on rare earth metals Seismic Research spoke with Lynas Corporation's Dr Mathew James on the future of the rare earths industry and Lynas' position as a first mover.

...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

What are their prices?
http://www.lynascorp.com/page.asp?category_id=1&page_id=25


@ eine erfolgreiche Woche

Grüsse JoJo

[JoJo49]

http://www.ftd.de/unternehmen/industrie/:rohstoffknappheit-c…
Rohstoffknappheit

China täuscht größere Seltenerd-Exporte vor


Peking rechnet mit einem Trick seine Ausfuhrbilanz bei seltenen Erden schön: Es senkt scheinbar die Exportbeschränkungen. Unterm Strich bedeutet das für die Importeure eine weitere Verknappung. von Michelle Röttger, Hamburg


Grüsse JoJo

[JoJo49]

http://www.thebull.com.au/articles/a/21463-stocks-to-watch:-…
26.07.2011 12:02 AM
Top Gainer: Lynas Rare Earths (LYC)
...
...
the latest half-year report by clicking here
http://www.lynascorp.com/content/upload/files/Reports/Lynas_…

Chart: Share price over the year to 26/07/2011 versus ASX200 (XJO)

Stock code: LYC


Charts: Lynas Rare Earths Limited


More news: Lynas Rare Earths Limited

Investor Centre: Lynas Rare Earths Limited

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…
----------------------------------------------------------------------------------------------------------------------------------

http://www.austrade.gov.au/Invest/Investor-Updates/2011/0725…
Lynas Corporation and Siemens join forces on rare earths production

25 July 2011

Australia’s Lynas Corporation and Germany’s Siemens have signed a letter of intent to establish a joint venture for the production of rare earth magnets.
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…
----------------------------------------------------------------------------------------------------------------------------------



http://ictsd.org/i/news/biores/111203/
25th July 2011

Tensions Build over Chinese Rare Earth Quotas
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…
----------------------------------------------------------------------------------------------------------------------------------



Bezugnehmen auf die Ankündigung von MCP bin ich jetzt schon auf die Art und Höhe der Dividende bei Lynas gespannt.
http://finance.yahoo.com/news/Molycorp-Declares-Preferred-bw…
Molycorp Declares Preferred Dividends
Press Release Source: Molycorp, Inc. On Monday July 25, 2011, 7:30 am EDT
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

Ein nicht neuer aber dennoch ein IMHO interessanten Aspeckt den heute ein User aus dem HC-Forum zu Lynas gepostet hat.
Grüsse JoJo



http://hotcopper.com.au/post_single.asp?fid=1&tid=1513128&ms…
direct drive wind turbines by siemens (ImpatientOne)
...

http://www.treehugger.com/files/2010/04/direct-drive-wind-tu…

The above article talks about replacing gears in wind turbines with direct drive permanent magnets. Guess whose REE will be in Siemens' permanent magnets.

Yesterday I stood under a wind turbine and heard the gears grinding away. Which would you prefer: inefficient, high maintenance gears or silent, highly efficient, zero maintenance permanent magnets?

I have been travelling and out of contact so it was with great trepidation that I logged onto my B&B's wifi and checked the price of LYC. I'll borrow the words of another LYC poster: "Go you good thing".

[JoJo49]

Die Prüfung der LAMP durch die IAEA sowie die Aufklärungen der Bevölkerung vor Ort durch die malaysischen Behörden der AELB so wie durch Lynas selber trägt erste Früche und trägt u.a. auch bei der Anti-Lynas Bewegung zur vermehrter Diskussion und dabei zur Versachlichung bei wie es IMHO der folgende Artikel deutlich aufzeichnet.

Grüsse JoJo



http://umno-online.com/?p=42508
MCA Prepared To Mediate In Resolving Lynas Issue


KUANTAN, July 27 – MCA is prepared to be mediator between the ‘Save Malaysia Stop Lynas’ group and the government over the rare earth processing plant of Lynas Corporation Ltd in Gebeng, here.

Party president Datuk Seri Dr Chua Soi Lek said the offer came after the group lamented that they did not have a channel to convey their views to the government on the building of the plant.

He said MCA was open to hearing the group’s views, especially on monitoring of the plant’s operations, to ensure that waste products from the plant would be managed efficiently.

However, Dr Chua said, the group must abide by the conditions set by MCA, one of which was that the issue or claims it made must be based on scientific findings or medical evidence and not based on rumours or hearsay.

“They must also not politicise the issue,” he said after officially opening the Sekolah Jenis Kebangsaan (Cina) Pei Chai new building, here, today.

Earlier, he had met the chairman of the ‘Save Malaysia Stop Lynas’ group, Tan Bun Teet.

Dr Chua said at the moment, the issue was being politicised by certain quarters to show that the Barisan Nasional government was inefficient and ignored the people’s concerns.

“The accusation that the government is insensitive and only accepts the views of Lynas Corporation is not right because the government cares about the people as it depends on their support.”

Asked on feedback from the group, Dr Chua said they were satisfied with the offer made and conditions set by MCA.

The building of the plant became controversial when some quarters objected to it for fear of radiation from the plant which could endanger the residents’ health.

However, the International Atomic Energy Agency recently said the plant was safe but the Australian company needed to undertake certain measures before proceeding with its operations.


Berita Bertarikh 27 July 2011 Pada 7:28 PM

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

[JoJo49]

http://www.stocknessmonster.com/news-history?S=LYC&E=ASX
LYC Lynas Corporation Limited
July 2011
28th Quarterly Cashflow Report
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6421…


28th Quarterly Activities Report
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6421…
QUARTERLY REPORT
FOR THE PERIOD ENDING 30 JUNE 2011

HIGHLIGHTS

• Commencement of Concentration Plant operations with commissioning and ramp-up progressing well. REO grade of concentrate in line with, and percentage REO recovery significantly above, ramp-up schedule targets.
• Confirmation by the independent panel of international experts from the IAEA that the Lynas Advanced Materials Plant (“LAMP”) in Kuantan, Malaysia, once completed later this year, is expected to be safe and fully compliant with international standards.
• Announcement by the Malaysian Government to implement recommendations within the IAEA report, providing a conclusive path towards regulatory approvals for the pre-operational licence.
• Issuance of Letter of Award for Engineering, Procurement, Construction and Commissioning Assistance of the Phase 2 expansion to 22,000t REO of the LAMP.
• Signing of a Letter of Intent with Siemens to establish a joint venture company for the sustainable production of neodymium based Rare Earths magnets.
• Completion of Mount Weld latest drilling campaign with encouraging initial assay results.
• Release of the second half 2011 China export quota, resulting in 30,184 tonnes for 2011. The total export quota remains well below the demand for Rare Earths outside of China.
• Increasing average quarterly price for the Mount Weld Rare Earths distribution, on Free On Board (FOB) China basis, to US$173.20/kg REO, an increase of 86%. The domestic Rare Earths Chinese price increased by 200% across the quarter to US$69.38/kg REO.
• Increasing prices continue post quarter end. As at 25 July 2011, the average price for the Mount Weld Rare Earths composition was US$227.52/kg on a FOB China basis and US$98.16/kg REO on a domestic Chinese price basis.

...
...
Googleübersertzt: [urlhttp://translate.google.de/translate?js=n&prev=_t&hl=de&ie=UTF-8&layout=2&eotf=1&sl=en&tl=de&u=http%3A%2F%2Fwww.stocknessmonster.com%2Fnews-item%3FS%3DLYC%26E%3DASX%26N%3D642106][/url]


Grüsse JoJo

[kingreo]

Antwort auf Beitrag Nr.: 41.856.021 von JoJo49 am 28.07.11 03:23:01

Stark im Quarterly Activity Report (http://203.15.147.66/asxpdf/20110728/pdf/4200k2gmt6sb1l.pdf) ist die Tabelle mit der Darstellung der IAEO Forderungen und wie denen entsprochen wird.

Ich glaube das Thema ist vom Tisch. Nach ein/zwei Tagen, wenn sich die Analysten den Report durchgelesen haben sollte es steil nordwärts gehen...

Kingreo

[JoJo49]

IMHO eine zwar relativ kurze aber gute Arbeit zum Thema, insbesonder beachtenswert die Seiten 23/24 mit der Übersicht der einzelnen Unternehmen mit u.a. Einschätzungen/Angaben über Ressorcen/Reserven so wie deren Entwicklungsstand hin zum Produzenten.

Grüsse JoJo


http://www.ey.com/Publication/vwLUAssets/The-rare-earths-rac…
Technology minerals

The rare earths race is on!

April 2011

Introduction

This paper builds on our analysis of the
technology minerals1 sector contained in
our previous paper, “Material risk: Access
to technology minerals.” In that paper we
considered the critical minerals supply risk
issue for the high-tech industry. We concluded
that there is an urgency for projects to
be brought into production if they are to
participate in the period of elevated prices.

...

[FutureEarth]

Antwort auf Beitrag Nr.: 41.863.012 von JoJo49 am 29.07.11 09:18:17

Hallo JoJo49,

vielen Dank für den äußerst interessanten Link.

Dies bestätigt weiterhin meine Investition in Lynas (welche ich in den letzten 2 Wochen kontinuierlich aufgestockt habe) und meine These, dass Lynas deutlich unterbewertet ist im Vergleich zu Molycorp auf Grund der Market Cap, Cash Status, Ore grade 8,1% und insbesondere des Minenstatuses "Close to stat-up" bzw. Produktionstermins.

Lynas müsste nur anhand der Kennzahlen zum Vergleich zu Molycorp. allein schon deutlich über 3€ stehen.

Beste Grüße und so long
FutureEarth

[FaxenClown]

Antwort auf Beitrag Nr.: 41.864.341 von FutureEarth am 29.07.11 12:27:35

... und was sagt der Cashflow bei Lynas und MCP? Schon mal darüber nachgedacht? Ich weiß, dass mir jetzt wieder das "Werbefähnchen" umgehängt wird, aber die Aussagefähigkeit real fließenden Cash´s auf´s Firmenkonto sollte man nicht unterschätzen.

Nur mal so ´ne Randbemerkung beim "ich kann gar nicht verstehen, warum Lynas nicht bei XXX€ steht" Themenzyklus.

Ich verstehe es nämlich schon ... und bin da genauso der "ungläubige Thomas", wie Banker, welche klar zwischen Zukunft und Realität unterscheiden können.

Kommt Zeit, kommt Produktion, kommen Zahlen, kommt Kurs!

MfG, FaxenClown

[websin]

Antwort auf Beitrag Nr.: 41.864.341 von FutureEarth am 29.07.11 12:27:35

@JoJo49, super Link-Info
@FutureEarth, das sehe ich auch so!

[websin]

Antwort auf Beitrag Nr.: 41.864.696 von websin am 29.07.11 13:23:28

na toll.. ne millisekunde eher oder was FaxenClown?

Kommt Zeit, kommt Produktion, kommen Zahlen, kommt Kurs!
...for sure!

VG, WEBSIN

[Krawallo29]

Antwort auf Beitrag Nr.: 41.863.012 von JoJo49 am 29.07.11 09:18:17

Servus.
Ist zwar eine Werbeschrift, aber die Zusammenfassung ist gut. Deshalb einen Daumen von mir.

[JoJo49]

http://thestar.com.my/news/story.asp?file=/2011/8/1/nation/2…" target="_blank" rel="nofollow ugc noopener">http://thestar.com.my/news/story.asp?file=/2011/8/1/nation/2…

Published: Monday August 1, 2011 MYT 1:38:00 PM
Updated: Monday August 1, 2011 MYT 4:21:38 PM

Pahang MB:'We will continue explaining Lynas project's advantages'

By ONG HAN SEAN

KUANTAN: Anti-Lynas groups are free to express their displeasure over the rare earth refinery project but the state government also has the responsibility to explain the truth to the public, said Pahang Mentri Besar Datuk Seri Adnan Yaakob.

He said while the state government appreciated the feelings of the groups and respected their freedom of expression, it would continue with its own public explanation exercise to let the people know the project's advantages.

"They can go around campaigning against the Lynas project and at the same time, we also have the same right to explain to the people that it is not detrimental to their safety and the environment," Adnan told a press conference at the Halal Transformation Programme here.

Responding to the announcement by the Save Malaysia, Stop Lynas movement that it would set up an international panel to investigate the plant further, Adnan said the state government could do the same and there would be no end to the matter.

"The International Atomic Energy Agency has already given its recommendations. If they still choose not believe the authoritative body, who are they going to trust?" he asked.

Related Stories:
Lynas told to collect data
Adnan: We won't talk with Stop Lynas' group
Lynas will install special equipment to monitor radiation
Lynas must join Gebeng crisis response group
We will comply with all recommendations, says Lynas
Lynas rare earth plant safe, says IAEA (Updated)

Googleübersetzt: http://translate.googleusercontent.com/translate_c?hl=de&ie=…


@ eine erfolgreiche Woche

Grüsse JoJo

[JoJo49]

http://english.caijing.com.cn/2011-08-02/110797339.html
Calls to Halt Rare Earth Production Greeted with Little Enthusiasm so far
08-02 17:37 Caijing

A call from Minmetals to halt production of rare earth elements yesterday has been greeted with little enthusiasm from rare earth producers and processors in northern China

...
...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

Grüsse JoJo

[JoJo49]

http://en.21cbh.com/HTML/2011-8-2/3MMjM1XzIxMDY3Mg.html
Top Rare-Earth Miner Calls for Halt to Production as China's Quotas Exhausted
02 Aug 2011


August 2, China Minmetals Non-ferrous Metals Co. Ltd. (CMNM), a subsidiary of China Minmetals Corp., has called on the nation’s rare-earth separating firms to suspend production from the beginning of August as this year’s production quota has already been exhausted.

...
...

related articles

China Sets Pollution Limits for Rare Earth Miners

China to Raise Rare Earth Resource Tax 10-Fold

China Tightens Control of Rare Earth Industry

China Makes Few Changes to Rare-Earth Export Cap

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

LYC Lynas Corporation Limited
August 2011
3rd Diggers and Dealers Presentation August 2011
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6427…
Rare Earths
WE TOUCH THEM EVERYDAY

Diggers & Dealers Presentation

August 2011

...
...

Randbemerkung auf Seite 22:
...
Lynas anticipates completion of the required submissions to the AELB in August 2011. The AELB will then take a period of time to complete an assessment of compliance. Subject to a normal compliance process the Company expects first production from the LAMP by the end of 2011.


Grüsse JoJo

[VirtualNormann]

More community consultation needed in Malaysia, Lynas concedes

KALGOORLIE (miningweekly.com) − Rare earths developer Lynas chairperson Nicholas Curtis on Wednesday conceded that the company “probably didn’t do enough” community engagement in Malaysia before starting up its Lynas Advanced Materials Plant (LAMP).

Curtis said on the sidelines of the Diggers & Dealers conference in Kalgoorlie that Lynas followed the “normal engagement” procedures, but that it “just didn’t do it well enough”.

Hier der komplette Artikel: http://www.miningweekly.com/article/more-community-consultat…

Australia's Lynas Corp: rare earths recoveries exceeding plan

KALGOORLIE Aug 3 (Reuters) - Australia's Lynas Corp said recoveries of rare earths at its recently commissioned Mount Weld concentrator are running ahead of design plans.

"I'm pleased to say we are exceeding design rate recoveries already," Executive Chairman Nicholas Curtis said at the Diggers and Dealers conference. (Reporting by Sonali Paul; Editing by Ed Davies)

Quelle: http://af.reuters.com/article/commoditiesNews/idAFL3E7J30A22…

[SuanC]

BEIJING - The rare-earth processor China Minmetals Nonferrous Metals Co said it is planning to halt output to adhere to the country's mandatory production limit.
That comes amid a recent stabilization of rare-earth prices, which have surged fourfold since the start of this year.
The company, which has an annual rare-earth processing capacity of 14,000 tons, "hasn't decided when will be the specific date to halt production", anonymous sources from the company's marketing department was quoted by National Business Daily as saying on Tuesday.
The non-ferrous arm of State-owned China Minmetals Corp, the nation's biggest metals trading firm, issued an appeal on Tuesday to other domestic rare-earth processing plants to also avoid illegal over-production.
The appeal came after the nation's annual output limit for smelting and processing rare-earths products had been reached.
"We will definitely use up the quota before the end of this year," Gong Bin, chairman of Ganzhou Qiandong Rare Earths Group Co in Jiangxi province, one of the country's major deposits of medium and heavy rare earths, told China Daily.
He said the company is compiling its output volume and will halt production if the figure is beyond the limit.
Authorities, including the Ministry of Industry and Information Technology, in April set the rare-earth output limit at 93,800 tons this year.
However, rare-earth producers have not adhered to government guidelines because of weak oversight.
China's annual rare-earth output has surpassed 100,000 tons on average since 2005. The limit set by the government is around 80,000 tons a year.
Minmetals said that the halt is in accordance with the government's requirements to protect the environment.
China, the world's biggest producer of rare earths, which are vital for high-tech devices such as Apple Inc iPhones, tightened exploration of the valuable metals in recent years to prevent over-exploitation.
"The domestic smelting and processing capacity of rare earths is far beyond the output of rare-earth ore. In this regard, the production halt will help ease over-capacity," said Liu Minda, an analyst at Huatai Securities Co Ltd.
Rare-earth prices have increased more than fourfold this year after China began consolidating the industry.
However, prices have leveled since July. The price of cerium oxide has dropped by 4.11 percent in a month.
Processing companies are also betting that the halt will ward off further price declines, said Wei Chishan, an analyst at Shanghai Metals Market, an integrated online news and information provider for the Chinese non-ferrous metal market.
He added it is still too early to predict how the halt will affect prices and if other companies will follow suit.

http://english.sina.com/business/p/2011/0803/385413.html

[JoJo49]

http://au.news.yahoo.com/thewest/business/a/-/business/99672…
Lynas 'comfortable' with Malaysian plant

KATE EMERY, The West AustralianAugust 3, 2011, 12:23 pm

...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


http://www.benzinga.com/11/08/1827284/rare-earths-separating…
Rare Earths: Separating Fact From Fiction
By Jeb Handwerger
August 02, 2011 2:35 PM
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

http://online.wsj.com/article/SB1000142405311190334140457648…
AUGUST 2, 2011, 3:09 P.M. ET.
China Considers Tightening Rare-Earth Quotas
...
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…



Grüsse JoJo

[JoJo49]

IMHO nicht uninteressanter Bericht wenn mancher Part auch mit Vorsicht zu genießen ist und die Annahmen genausten zu hinterfrage bzw. zu recherchieren sind.

Grüsse JoJo


http://goldstocktrades.com/blog/2011/08/02/rare-earths-separ…

Rare Earths: Separating Fact From Fiction
In Market Analysis, Stock Movers on August 2, 2011 at 6:35 pm

...

Googleübersetzt: http://translate.google.de/translate?hl=de&sl=en&u=http://go…

[Optimist_]

Unglaublich, ....diese Banker...

http://www.wallstreet-online.de/nachricht/3206814-deutsche-b…

Deutsche Bank Securities stuft Lynas auf buy

Rating-Update:

Frankfurt (aktiencheck.de AG) - Levi Spry, Analyst von Deutsche Bank Securities, stuft die Aktie von Lynas (ISIN AU000000LYC6/ WKN 871899) unverändert mit "buy" ein. Das Kursziel werde von 2,60 auf 2,59 Australische Dollar gesenkt.

....1 Ct. weniger...wie hat er denn das kalkuliert??! Schlaumeier!!

[JoJo49]

Zitat von Optimist_: Unglaublich, ....diese Banker...

http://www.wallstreet-online.de/nachricht/3206814-deutsche-b…

Deutsche Bank Securities stuft Lynas auf buy

Rating-Update:

Frankfurt (aktiencheck.de AG) - Levi Spry, Analyst von Deutsche Bank Securities, stuft die Aktie von Lynas (ISIN AU000000LYC6/ WKN 871899) unverändert mit "buy" ein. Das Kursziel werde von 2,60 auf 2,59 Australische Dollar gesenkt.

....1 Ct. weniger...wie hat er denn das kalkuliert??! Schlaumeier!!

Ja ich weiß, mußte auch herzhaft lachen.

http://www.theaustralian.com.au/business/mining-energy/rare-…

Rare treat as Lynas ready to put up the 'sold out' sign

Sarah-Jane Tasker
From:The Australian
August 04, 201112:00AM


Lynas Corp's rare earths mining operations in Mount Weld, Western Australia. Picture: Supplied Source: The Australian


RARE earths miner Lynas remains bullish on the future demand and strong price of its minerals and is close to putting up the "sold out" sign for the sought-after products.

Lynas executive chairman Nick Curtis, who was in Kalgoorlie yesterday for the annual Diggers and Dealers mining conference, said the company had already allocated about 70 per cent of its 11,000 million tonnes from stage one of its projects, but was leaving itself some room for flexibility.
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Bin ab Morgen für drei Wochen im Urlaub und dann grundsätlich nicht online

Wünsche @ in dieser Zeit viel Erfolg und alles Gute


Grüsse JoJo

[FutureEarth]

Antwort auf Beitrag Nr.: 41.887.968 von JoJo49 am 03.08.11 20:32:57

Werter JoJo49,

wünschen einen sonnigen erholsamen Urlaub.

Beste Grüße
FutureEarth

[Optimist_]

Zuerst, einen schönen, erholsamen Urlaub JoJo!...und besten Dank für dein stetiges Engagement, den Thread hier frisch zu halten. Fakten, Querverweise und Quellen sind die beste Ergänzung zum täglichen "Gelaber".

Da ich gerade keinen Urlaub habe, versuche ich ab und zu mal einzuspringen .

Also das gefällt mir schon mal gut:

http://www.theaustralian.com.au/business/mining-energy/rare-…

..We are getting very close to putting up a sold out sign," Mr Curtis said, adding that there was plenty of interest in the remaining offtake. "There are industrial companies examining their supply chain who are very interested in having strategic discussions about long-term relationships."

...

http://www.smh.com.au/business/lynas-confident-chinas-export…

Lynas confident China's export tight fist is its big chance

LYNAS CORPORATION'S executive chairman, Nicholas Curtis, says geopolitical tensions over the rare earths trade are likely to continue, with China showing ''no real sign of increasing its exports of rare earths''.

"I think China's got very good reasons why they're not able to increase their export production. I think they need the production internally,'' Mr Curtis told reporters on the sidelines of the Diggers & Dealers conference.

"So I think that's going to continue to create perception problems about China's intent."
...

http://www.reuters.com/article/2011/08/03/lynas-idUKL3E7J30B…

UPDATE 1-Australia's Lynas Corp: rare earths recoveries exceed plan

..
"I'm pleased to say we are exceeding design-rate recoveries already," Executive Chairman Nicholas Curtis said at the Diggers and Dealers conference, a day ahead of the official opening of the Mount Weld plant in Western Australia.

Lynas still expects to start production at its processing plant in Malaysia by year-end, once it addresses environmental concerns and secures pre-operating licences.

The company expects a supply deficit for rare earths to persist through 2015, with demand seen exceeding 170,000 tonnes a year compared with expected production of 150,000 tonnes including output from Lynas and Molycorp.
...

http://au.news.yahoo.com/thewest/business/a/-/business/99672…

Lynas 'comfortable' with Malaysian plant

...
"We're finding that there are a recalcitrant few who are unlikely to be listening to the facts but... we're not seeing a problem."

He said the group had "underestimated the power of social media in pushing this issue".

A Malaysian Government-commissioned report released in June largely dismissed community concerns about the threat of radioactive pollution.

However, it made 11 recommendations that Lynas will have to adopt before it is granted an operating licence, including setting up a long-term waste management program and a decommissioning fund.

Mr Curtis said the company faced an "extraordinary" once-in-a-lifetime opportunity to take advantage of China's decision to clamp down on exports.

"The outlook for rare earths remains very strong," he said.

"We think we are there to sustain this market for the very long term."

[VirtualNormann]

Es wird immer verrückter

Siemen denies ‘making promises’ over Lynas

A residents lobby group, calling themselves Badar, have claimed that German electronic giant Siemens had 'promised' to investigate the Lynas rare earth plant.

KUALA LUMPUR: German electronics giant, Siemens has distanced itself from the ongoing debacle surrounding the Lynas rare earth plant in Kuantan despite efforts by residents to stop its construction.

Siemens CEO Prakash Chandran yesterday denied claims that the firm had promised Kuantan MP Fuziah Salleh and a residents’ group, calling themselves Badar, that it would ‘delay or call-off’ the construction of the RM700 million Lynas Advanced Material Plant (LAMP).

The group, which had met with Chandran, earlier in the day, also claimed that Siemen had promised to set up a team to investigate Lynas’ practices over the LAMP construction.

The plant is currently being built in Gebeng, in the outskirts of Pahang’s capital, Kuantan and is 60% completed.

Flatly denying such promises, Chandran said that while it expects its suppliers to abide by their strict code of business practices it had nothing to do with the existing rare earths refinery.

“What we said was that we have an expert team and we will convey whatever was said to our headquarters.

“We have not used the word ‘investigation’ because who are we to investigate?” he told reporters after meeting with Fuziah and representatives from the group.

He also denied telling the group that Siemens would be investigating Lynas practices in relation to LAMP.

“We are not evaluating the existing plant. The existing plant is supplier for our plant.

“Siemens code of conduct for all suppliers will have to be implemented,” he added.

Siemens Germany-based head of direct drives sales , Alexander Pulkert, who was also present at the press conference, moved to assure Fuziah and the group that it was committed to building an eco-friendly magnet plant and was confident that its partner could meet their strict requirements.

Siemens had recently announced its plans to partner Australian miners Lynas Corp to set up a high-powered magnet plant in Malaysia using the refined rare earths produced by the latter’s refinery plant.

‘We are not against Siemens’

Meanwhile Fuziah at a separate news conference earlier said they are not in any way against the German firm but merely asked Siemens to review its joint venture given that it had promised to hold Lynas accountable.

“We are not against Siemens, we are not against their plant to produce magnets but that the joint venture (deal) will give a reason for LAMP to be in existence,” she said.

Fuziah, who is also one of PKR’s vice-presidents, is currently leading the battle against Lynas after local residents expressed fear of radiation leaks.

She said the residents had raised their concerns with Siemens at the meeting.

“On that note, we said we want to hold Siemens responsible to their word.

“And they showed a very open attitude where they said they will have their own research team, they will set up their own experts and they will do their own investigation and they will ensure that Lynas complies with their standards, not with Malaysian standards or with other standards,” she said.

Fuziah then claimed that Siemens had promised to put Lynas to task should they fail to comply with their strict standards.

“And should Lynas fail to comply, then they will put Lynas to task. This is what Siemens promised us.

“And for us, that is assuring. We believe Siemens will keep their word,” said Fuziah.

Quelle: http://www.freemalaysiatoday.com/2011/08/06/siemen-denies-ma…

[Optimist_]

Zitat von VirtualNormann: Es wird immer verrückter

Hab ich auch gedacht ....diese Fuziah Saleh muss echt ne crazy Oma sein. Will Siemens überreden Lynas zu kontrollieren.

Statt mal wieder sachlich zu werden, nach diesem Bericht, wird immer weiter gemosert. Gegen das Gespenst der Umweltverschmutzung, Krebs und radioaktive Strahlung.

[Optimist_]

Hat jemand an dem IR Call teilgenommen? Hier könnte die Teilnahme im deutschen Forum sicher noch besser sein. Interessiert doch jeden was NC höchstpersönlich so gesprochen hat. Und ausserdem eine gute Gelegenheit an seinen Listening skills in aussie English zu feilen.

Der Link sollte direkt auf den Player gehen.

http://www.media-server.com/m/p/34kk9w3y

...und alle bisher gelaufenen findet ihr hier:

http://www.lynascorp.com/page.asp?category_id=8&page_id=26

[Optimist_]

!

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

[Fuenfvorzwoelf]

Moin,

hab ich auf HC entdeckt: Interessanter Artikel, m.E.

lg Matze

Cost of 'greener' lighting explodes as China dominates rare-earth supply
By Lou Kilzer, PITTSBURGH TRIBUNE-REVIEW
Sunday, August 14, 2011



About the writer

Lou Kilzer is a Pittsburgh Tribune-Review staff writer and can be reached via e-mail.



Light bulbs touted as money-saving energy savers are skyrocketing in price.

The reason?

China's stranglehold on rare-earth elements ? components essential to making next-generation bulbs ? say industry officials.

The squiggly shaped compact fluorescent lamps ? known as CFLs ? and most light-emitting diodes, or LEDs, need rare-earth elements in order to produce white light.

China mines about 97 percent of the world's 17 rare earths but restricts exports, causing prices for those elements to spike by more than 1,000 percent in the past year.

If such an inflation rate applied to a $2 cup of coffee, "the new cost would be $24.55," General Electric noted last month.

This year, the cost of fluorescent-lighting products rose 24 percent or more because of market conditions for rare-earth minerals used in making phosphors, said Joseph Higbee, a spokesman with the National Electrical Manufacturers Association. Most rare earths used in lighting are three heavy elements ? yttrium, europium and terbium ? two of which the Department of Energy expects will remain in short supply globally for awhile, he said.

"We will do our best to manage these costs where we can, but rises on a similar scale to those seen in recent months will mean further significant price adjustments may be unavoidable," General Electric warned.

Osram Sylvania, another lighting giant, announced monthly price increases "until the cost of rare-earth materials are stabilized."

To make matters worse, manufacturers produce almost all CFLs and a growing share of LEDs in China, experts said. So even if significant rare-earth mining resumes outside of China, those elements might go to the People's Republic anyway.

Molycorp, a Colorado company with America's only rare-earth mine, told the Tribune-Review it would sell its products to CFL manufacturers ? even if they relocated operations to China, as General Electric did. Molycorp plans to start large-scale processing of rare earths at its California mine next year.

Federal rules will increase efficiency requirements on lighting gradually during three years, starting in January. Current incandescents, which expend 90 percent of their energy as heat, do not meet the requirements.

Some people are starting to reconsider the push toward the technology. Some halogen incandescent lighting, although more expensive than ordinary incandescents and less efficient than CFLs and LEDs, would meet the federal requirements.

"Rare-earth prices have skyrocketed," said John Bailes, sales manager for AM Conservation Group in South Carolina, a dedicated "green" company that focuses on lighting.

"It's too early to tell if that impacts the equations on savings. No one knows how high the prices will go," Bailes said. "Going back to incandescent halogen lighting could make sense. Since the invention of the CFL, prices have constantly gone down ? until now."

General Electric, which would not discuss its long-term lighting plans, closed its last U.S. plant where workers made traditional incandescents last year.

Sylvania will make halogen incandescents in St. Marys, Elk County, spokeswoman Stephanie Anderson said. Sylvania produces 1 million traditional incandescent bulbs each day at the plant, but soon will shift to halogen and watch the market to gauge demand, she said.

Reconsidering incandescent lighting is a big leap for many in the industry. Nor does it sit well with environmentalists.

"There's no sign that critical metals are going to run out. We can't turn away from new technology," said David Hamilton, director of energy programs for the Sierra Club. "Based on what I've learned, it can't be determined how things are going to go."

One environmental activist said he has had misgivings about CFLs for some time. Sean Gray, senior analyst for the Washington-based Environmental Working Group, said the bulbs use less energy, but they contain mercury, a toxic metal.

"I'm very torn about this," he said. "I can see my son tipping over a lamp. That bothers me."

If CFLs rise in price, it might turn attention to LEDs, Gray said.

China's hold

China leads the United States in the lighting revolution.

China began pouring money into LED projects in 2003, to "facilitate a shift from CFL manufacturing to LED lighting," the Swedish Energy Agency and National Lighting Test Center in Beijing said in a presentation in May. The nation plans to create a million LED-related jobs. Chinese provinces subsidize manufacturers, and cities buy LEDs for street lighting, helping the industry.

Chinese government officials realized that China could produce the lamps, but others held the core technology ? actual LED chips that produce light based on quantum mechanical equations. China set about to change that.

The research paper said Beijing established a strategy "to attract all the leading LED chip manufacturers to establish production facilities in China."

That appears to be working.

In 2009, Cree Inc., a major LED producer based in North Carolina, bought a manufacturing facility in Huizhou, Guangdong Province, that houses Cree's first chip production outside the United States. More than half of Cree's 4,000-plus employees work in China, according to the company.

When signing the deal, Huizhou's Communist Party Secretary YeBin Huang said: "We will do our best to support Cree through government projects, as well as government policies."

"China is our largest customer," said Cree spokeswoman Michelle Murray. "We decided to grow the business where (business) is." She said the incentives helped.

In its most recent annual report, Cree said that in 2010, "the company was awarded a tax holiday in China, which allows for 0% tax for three years starting in fiscal 2011." In a March filing with the Securities and Exchange Commission, Cree said China could offer it tax rebates, "favorable lending policies and other measures."

Bridgelux, a Silicon Valley start-up billing itself as the "first, new U.S.-based LED manufacturer in the past 20 years," opened a plant last year. CEO William Watkins said Northern California offers advantages.

"You have access here to a very talented work force," he said. "It is Silicon Valley; you can always find someone here who knows something about anything."

Yet, he said, China's industrial policy offers great incentives for chip makers.

"We haven't made a decision, but we're always open to possibilities," he said of the chance that Bridgelux would expand there.

Terry McGowan, head of technology for the American Lighting Association, said "the good news is that not all LEDs are made in China." South Korea and Japan offer competition, and American venture capitalists "have been increasingly interested in LEDs."

He believes it's not too late to save the industry in the United States.

'In its own interest'

Molycorp was the world's largest rare-earths producer until stopping production in 2002.

The company changed hands several times before going public a year ago, with the intent to reopen its mine and build an environmentally friendly processing plant in Mountain Pass, Calif. It's in a race with Australia's Lynas Corp. to get up and running.

Other rivals ? most of them years away from mining ? cheer on Lynas and Molycorp. They want to prove to investors that rare-earth know-how is not irretrievably lost to China.

Still, Molycorp and Lynas might not break China's hold on energy-efficient lighting, particularly CFLs.

John Burba, executive vice president and chief technology officer for Molycorp, said the company would send rare-earth minerals to China for its non-Chinese customers who manufacture there.

"We will sell as much of it outside of China that we can," Burba said.

China might be making a mistake with its strict quotas on rare earths, said Robert Lawrence Kuhn, an investment banker who advised senior Chinese leaders for more than two decades.

He said the idea might have sprung from "overreaching by lower-level people." Senior Chinese leaders set economic strategy, but local party officials, competing bureaucrats and agencies vie to outdo each other. The Chinese consider this to be "dynamic tension," Kuhn said.

"But in the end, there is an overriding philosophy: China will do things in its own interest," he said.



Read more: Cost of 'greener' lighting explodes as China dominates rare-earth supply - Pittsburgh Tribune-Review http://www.pittsburghlive.com/x/pittsburghtrib/news/pittsbur…

[Optimist_]

...seit einer Woche kein Eintrag mehr hier. Ohne JoJo läuft einfach nichts...

http://www.marketwatch.com/story/molycorp-to-open-office-in-…

Molycorp To Open Office in Tokyo

..
The office will be located in the Tokyo Club Building, 9th Floor, 3-2-6, Kasumigaseki, Chiyoda-ku, Tokyo. It will provide customer support as well as consulting and technical services to Molycorp's customers in Japan. The office will be led by Yoshimasa Nomiyama, Molycorp's Japan Country Manager. Previously, Nomiyama served as the Japan Country Manager for FMC's Lithium Division.

"We are very pleased to be opening a Molycorp office in Tokyo," said Mark A. Smith, Molycorp President and Chief Executive Officer. "This will help us better serve our many valued customers in Japan, as well as help us forge new relationships, improve communications, and increase our understanding of the needs of this very important market.
...

[VirtualNormann]

Zitat von Optimist_: ...seit einer Woche kein Eintrag mehr hier. Ohne JoJo läuft einfach nichts...

JoJo macht ja auch nicht die News selber Hab aber auch etwas:

Wind turbine-makers should get into mining to secure rare-earths

Wind turbine companies relying on direct-drive models need to get more involved in the rare-earth metals industry if they want to manage price spikes and the scarcity of permanent magnets used in generators, says Gareth Hatch, co-founder of specialist analyst Technology Metals Research.

Hatch says the price of neodymium, the key rare metal used in producing the magnets, has gone up by a factor of ten over the past 12 months, while the magnets have risen from about $40-$50 per kg to $250-300.

Neodymium price rises have been higher outside China, but even in the Asian giant, where supplies are currently mined they have increased sharply since the beginning of February — and magnet prices have also shot up.

Crucially, the availability of magnets has deteriorated, and lead times have gone up from eight to 12 weeks to 20-25, Hatch says.

Availability is a worse problem outside China, with some analysts saying Chinese wind turbine manufacturers such as Goldwind are benefiting from “set aside” policies that protect their supply. “Even these companies are suffering,” says Hatch. “They get access from a capacity point of view but they are not necessarily getting a lower price.”

Hatch says the latest spike in rare-earth prices is partly due to speculation. Some buyers in China are acquiring the material and taking it off the market in the expectation of higher prices ahead. He also points to growing surcharges slapped on to Chinese product by exporters seeking to take advantage of quota restrictions, and a growing “grey market” of non-authorised shipments.

The recent move by Siemens — which has based its latest 3MW and 6MW turbine designs on magnet-hungry direct-drive technology — to form a joint venture with Australian-based rare-earth miner Lynas is a “milestone,” according to Hatch. Siemens will hold a 55% stake in the venture.

“The fact that the leading company with a direct-drive design has decided to go upstream shows just how desperate the situation is,” he says. Hatch notes that Lynas will be the first company to get a rare-earth mine on-stream.

Lynas owns the mining rights at Western Australia’s Mount Weld, which holds one of the world’s richest deposits of rare-earth metals. It is also building a controversial rare-earths processing plant in Malaysia, which will be the world’s largest such facility and the first opened outside China in nearly three decades.

Lynas claims its $230m Malaysian plant — which has been the focus of protests from residents due to radiation fears — will be completed “later this year” but full production is unlikely to commence before late 2012.

Hatch says there are still outstanding questions, such as whether Siemens will make magnets itself or will direct material to a magnet maker through a partnership. Lynas’ mine also does not produce Dysprosium, the other key rare earth in permanent magnets. Dysprosium prices have increased even more than neodymium recently.

However, Hatch recommends that other direct-drive turbine manufacturers also get involved in the rare-earths sector.

He continues to believe rare-earth prices will stabilise in the medium term, as new mining and processing capacity comes into operation outside China. However, Hatch says the turbine industry must “use its clout to affect the outcome of [rare-earth] projects’’, if it wants to avoid volatility. The industry is likely to become the largest end-user constituency for neodymium in the next few years, as more direct-drive models enter large-scale production, he points out.

A number of companies are rolling out new multi-megawatt direct-drive turbines, including Alstom, GE, Nordex, XEMC, Samsung and Hyundai, but not Vestas.

“Given the current situation, with rare-earth prices skyrocketing I am happy we have geared solutions,” Vestas chief executive Ditlev Engel tells Recharge.

Ben Backwell, London

Quelle: http://www.rechargenews.com/energy/wind/article273219.ece

Beste Grüße, Normann

[Optimist_]

http://www.freemalaysiatoday.com/2011/08/26/fuziah-seeks-apo…

Fuziah seeks apology from TV3, MCA man

..
Karam Singh had anchored a series regarding the Lynas Advanced Material Plant (LAMP) in Gebeng where he argued that the plant was safe and that Fuziah was “spinning” the issue to invoke fear.

Fuziah, a PKR vice-president, has been staunchly campaigning against the plant.

N Surendren, who is also a PKR vice president, is acting as Fuziah’s lawyer, and had issued two separate letters of demand, one to Karam Singh and TV3, and the other one was for Ti.

Both read that their actions had brought Fuziah into public scandal, odium and contempt.

Fuziah has demanded an apology within seven days, failing which she will sue them.

...

http://www.themalaysianinsider.com/malaysia/article/pkr-stan…

PKR stands by Fuziah in Lynas-TV3 flap

KUALA LUMPUR, Aug 26 — PKR stood behind Fuziah Salleh today after a PAS lawmaker attacked the party’s Kuantan MP for protesting against the construction of a controversial rare earth plant near the Pahang capital.

Last Wednesday night on TV3, PAS’s Hulu Langat MP and nuclear scientist Che Rosli Che Mat accused PKR of spinning the issue for its own benefit, saying he was “ashamed” that they would resort to arguments with no scientific or academic basis.

“BN (Barisan Nasional)’s ploy of using the Umno-owned TV3 to discredit YB Fuziah Salleh, KeAdilan vice president and Kuantan MP’s relentless campaign together with the Anti-Lynas movement against the Lynas Advanced Material Plant (LAMP) in Gebeng, Kuantan, is utterly desperate and despicable,” said PKR vice-president Nurul Izzah Anwar in a statement today.

“BN resorted to [hiding] behind two nuclear experts that misrepresented the aims and objectives of the Anti-Lynas movement in order to further BN’s narrow and divisive political objectives,” added the Lembah Pantai MP.

TV3 ran a news piece by environmental journalist Karam Singh Walia, quoting radiology safety and health expert Dr Ahmad Termizi Ramli’s as well as Che Rosli’s claims that Fuziah had been misleading the public by comparing the RM700 million refinery being built by Australian miner Lynas Corp to nuclear facilities.

Nurul Izzah pointed out, however, that the Anti-Lynas movement — which is backed by Pakatan Rakyat (PR) — did not merely object to the dangers of radioactivity.

“On the contrary, the movement opposed LAMP on the basis that operating a rare earth refinery in Prime Minister (Datuk Seri) Najib Razak’s home state brings with it other hazards such as health and environmental damage that would have dire consequences for the tourism and fishing industry, thus the local economy as a whole. LAMP will be the world’s largest rare earth plant outside China once it operates,” she said.

..

http://fuziahsalleh.my/

Press Release of Kuantan MP YB Fuziah Salleh on 26 August 2011

..
Rare Earth extraction and refinery is an area which is totally new in Malaysia and for that matter a totally new area everywhere else in the world outside China. We do not have a benchmark to look up to. Even though we have proposals of a few Best Practises, there are none Best Practise in operations as yet.

That is why journals and publications from other Parliaments needed to be sought before a responsible decision can be made. All these efforts were taken up in the interest of the Rakyat, Demi Rakyat! Which I must emphasise is what we have responsibly done and followed up with.

TV3 and Karam Singh Walia primetime appearance is just a concerted plot by the BN administration to continue with their agenda of protecting Lynas for their own benefits and not for the Rakyat.

..

http://thestar.com.my/news/story.asp?file=/2011/8/25/nation/…

Side Views

Lynas: An injustice most taxing — Soo Jin Hou and Lee Wee Tak

..
No matter what the price would be, Lynas will be able to repay their entire setup cost of A$807 million and still be able to make super normal windfall profit within the first year. The profit is expected to double up in 2013 when production from Phase 2 commences.

..

This tax exemption is proving to be the worst agreement the Malaysian government has ever made. At least for other lop-sided agreements, no matter how skewed the terms are, at least there are still some benefits, such as having power and access to highways. But for Lynas, there is absolutely no benefit at all except imminent harm.

The final insult is that the Radiological Impact Assessment (RIA) has indicated that the plant is designed to store only 10 years of waste. This means that Lynas may have already packed up and gone when their 12 years is up, leaving behind radioactive waste for the locals to deal with.

In conclusion, Malaysia is basically rolling out the red carpet to Lynas to turn our land into a permanent waste depository. It is absolutely illogical. Therefore, we appeal to the government’s common sense to stop Lynas from operating.

...

Starker Gegenwind für Lynas LAMP in Malaysia.

[VirtualNormann]

Indera Mahkota Umno Youth Makes Police Report Against Fuziah

KUANTAN, Aug 26 (Bernama) -- Indera Mahkota Umno Youth today lodged a police report against Kuantan member of parliament Fuziah Salleh for spreading lies on the construction of a rare earth processing plant by Lynas Corporation Ltd in Gebeng here.

The report was made by Indera Mahkota Umno Youth chief Suhaimi Sulong at the Kuantan district police headquarters, here, at about 4pm.

Suhaimi when approached by reporters said Fuziah was still continuing with her allegations against the plant in her series of talks here.

"Her action has to be stopped as it can create tension among the people.

"The Parti Keadilan Rakyat MP has already caused uneasiness among residents over the safety level of the plant with her claims based on erroneous facts," he said.

The building of the plant became controversial when some quarters protested against the project, claiming that the plant could cause radiation levels that would be hazardous to their health.

However, the International Atomic Energy Agency recently decided that the plant was safe but the Australian company needed to make some improvements before its operations could begin.

"What the member of parliament (Fuziah) does is making untruthful statements to divert public attention from the efforts carried out by the Barisan Nasional government in the interest of the people," said Suhaimi.
-- BERNAMA

http://www.bernama.com/bernama/v5/newsgeneral.php?id=610690

Gruß Normann

[VirtualNormann]

LYNAS CORPORATION LIMITED

Lynas presents at the ASX Emerging Growth conference in London

Monday, 21 March 2011 10:30am

22min Video http://www.brr.com.au/event/78112/lynas-presents-at-the-asx-…

[JoJo49]

http://www.malaysiakini.com/letters/174344
Huge profit for Lynas, huge social costs for us

Soo Jin Hou and Lee Wee Tak
Aug 28, 11
4:30pm

...


...



...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Dazu ein Kommentar aus dem HC-Forum zu Lynas dem ich mich voll und ganz anschließen kann: http://hotcopper.com.au/post_single.asp?fid=1&tid=1539789&ms…
re: huge profit for lynas (cutaway)
...
something this article conveniently fails to acknowldege is that by encouraging Lynas to setup, the 'incompetent governemnt' will have the opportunity of attracting a myriad of manufacturing enterprises with the lure of a ready supply of REO. This in turn will attract the technologies of the future and the tax base will grow exponentially. What they miss out on by giving Lynas the tax break, they will make back tenfold with direct and indirect taxing as the REO's move through the manufacturing chain, to the transport and shipping and the technology sectors. This in turn provides skilled employment for a vast number of locals in a diverse range of industries.

China's doing it, and we all know how clever China has been at maximising their economic advantage through the control of REE's

TU for the Malaysian government for forward thinking and doing all that they can to move their country into a high tech future.

--------------------------------------------------------------------------------
look, reach, grip, pull



@ eine erfogreiche Woche

Grüsse JoJo

[Fuenfvorzwoelf]

29.08.2011

Rohstoffknappheit
Branche erwartet steigende Festplattenpreise

Festplatten könnten schon bald deutlich teurer werden: Einem Branchendienst zufolge treibt China die Preise für Massenspeicher in die Höhe, indem es den Export bestimmter Rohstoffe beschränkt.

http://www.spiegel.de/netzwelt/gadgets/0,1518,783017,00.html

[JoJo49]

LYC Lynas Corporation Limited
August 2011
29th Change in substantial holding

http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6464…


http://www.lynascorp.com/page.asp?category_id=1&page_id=25
What are their prices?
29/08/11 - 199.43US$/kg auf FOB Chinabasis


http://www.lynascorp.com/category.asp?category_id=2
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


http://www.bbc.co.uk/news/business-14455224
28 August 2011 Last updated at 16:00 GMT

Share this pageFacebook Twitter Email Print Share this page
Has China missed a 'rare' opportunity with rare earths?

By Puneet Pal Singh

Business reporter, BBC News, Singapore

Rare earth will do for China what oil did for Saudi Arabia.


Rare earth oxides are becoming increasingly important in modern day manufacturing
...
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…




Grüsse JoJo

[Optimist_]

Das ganze Gezerre um Lynas in Malaysia kommt mir immer mehr wie eine Stuttgart 21-Kopie vor. Lynas muss da meiner Meinung nach noch einen steinigen Weg gehen um Vertrauen zu gewinnen. Spätestens wenn die ersten Chemikalien ankommen (Schwefelsäure und Salzsäure in rauen Mengen), wird der Protest eskalieren, sollte Lynas bis dahin die Massen nicht beruhigt haben.

http://www.themalaysianinsider.com/malaysia/article/pas-want…

PAS wants referendum on Lynas plant

...
A public referendum could be the main platform for the government to continue or cancel the project. Furthermore, in this way decisions may seem fairer to all parties. If the public referendum shows that a majority agrees with the project, Lynas and government companies will not have problems again,” Tuan Ibrahim (picture) added.

He said a public referendum was one of the mechanisms within the framework of a democratic system for people to make decisions that have an impact on their lives.

...

analog S 21

http://www.focus.de/politik/deutschland/massiver-polizeieins…

http://www.stuttgarter-zeitung.de/inhalt.stuttgart-21-jurist…

http://www.sueddeutsche.de/politik/debatte-um-stuttgart-geis…

[hongwidder]

Hallo hat jemand mal das Saldo unter allen Morgan Stanley Transaktionen gebildet (notice of changa of sunstantial holders). Hat MS unterm Strich eingkauft oder Aktien verkauft?

Hongwidder

[Optimist_]

Antwort auf Beitrag Nr.: 42.017.668 von hongwidder am 29.08.11 20:52:35

Ist das Rechnen so schwer oder das Lesen??

links previous notice, rechts present notice...noch Fragen?

http://www.asx.net.au/asxpdf/20110829/pdf/420qbg1p9380c9.pdf

[FutureEarth]

Hallo Optimist,

jetzt bin ich verwirrt, sind es nun Käufe oder Verkäufe von MS?

Beste Grüße
FutureEarth

[hongwidder]

Danke.

Verstehe ich das richtig, das MS seine Anteile von 159,7 Mio. auf 138 Mio. also um ca. 14% reduziert hat?

[Fuenfvorzwoelf]

Antwort auf Beitrag Nr.: 42.018.892 von hongwidder am 30.08.11 08:19:20

Moin,

so steht es doch da.

Klarer geht es doch gar nicht!

[JoJo49]

Zitat von Optimist_: Das ganze Gezerre um Lynas in Malaysia kommt mir immer mehr wie eine Stuttgart 21-Kopie vor. Lynas muss da meiner Meinung nach noch einen steinigen Weg gehen um Vertrauen zu gewinnen. Spätestens wenn die ersten Chemikalien ankommen (Schwefelsäure und Salzsäure in rauen Mengen), wird der Protest eskalieren, sollte Lynas bis dahin die Massen nicht beruhigt haben.

http://www.themalaysianinsider.com/malaysia/article/pas-want…

PAS wants referendum on Lynas plant

...
A public referendum could be the main platform for the government to continue or cancel the project. Furthermore, in this way decisions may seem fairer to all parties. If the public referendum shows that a majority agrees with the project, Lynas and government companies will not have problems again,” Tuan Ibrahim (picture) added.

He said a public referendum was one of the mechanisms within the framework of a democratic system for people to make decisions that have an impact on their lives.

...

analog S 21

http://www.focus.de/politik/deutschland/massiver-polizeieins…

http://www.stuttgarter-zeitung.de/inhalt.stuttgart-21-jurist…

http://www.sueddeutsche.de/politik/debatte-um-stuttgart-geis…

Na ja, da stellst du einen Vergleich an der IHMO einer Überprüfung nicht standhält.

Bei S 21 wird wurde und wird immer noch versucht in Zusammenarbeit mit der Wrtschaft und Politik und deren Seilschaften über die Köpfe der Bürger und Steuerzahler ein Milliardenprojekt ( 4,5 Milliaren wobei Experten davon aus gehen das die tatsächlichen Kosten bei Abschluss am Ende weit mehr als das dopplete betragen werden) durchzudrücken das in keinem Verhälnis zu Nutzen steht.
Da wundert es mich nicht wenn aufgeschlossene und politisch interessierte Bürger auf die Barikaden gehen und sich nicht einfach wegdrücken lassen nach dem Motto ihr hat sowieso keine Ahnung und nicht zu sagen denn wir sind die Experten und Macher und bei solcher Arganz garnicht merken, dass sie eigentlich als Volksvertreter von diesen Bürgern gewählt wurden und aus diesen stammen.
Die Quittung haben sie bei der Landtagswahl dann auch promt bekommen.

Ich weis das man dazu noch sehr viel mehr schreiben könnte ist aber hier nicht unser Thema.

Im Vergelich zu Lynas sieht das IHMO nach ganz anders aus.
Dort ist das Nutzenverhältnis nie ein Thema gewesen und wird von den Gegnern der Lamp auch nicht bestritten sondern im Gegenteil immer wieder hervorgehoben.
All die Argumente/Gefahren die von den Gegner der Lamp angeführt werden wurden inzwischen wiederlegt bzw. technisch gelöst so das ein Produktionsbeginn-anlauf nach der Erteilung der Betriebsgenenmigung zum Ende diesen Jahres eigentlich nichts mehr im Wege steht.
Nun ist dieser Protest aus der politschen Oposition in Malaysia, die weder eine Mehrheit im Land hat noch bisher überhaupt eine Rolle in Malaysia gespielt hat, aufgegriffen worden um die Regierung zu defamiren um ihr Koruption zu unterstellen allerdings mit einer Argumentation die einer Überprüfung in keiner Weise standhält und hat sich damit selbst am Ende eine Falle gestellt aus der sie ohne Gesichtverlust nicht mehr herauskommen können.
Allerdings haben die Kampannien der Oposition mit den beschreibungen der Gefahren und Szenarien über die Lamp in Malaysia ihr International sowie im eigenem Land zu einem Bekanntheitsgrad verholfen den sie vorher nie hatten und bleiben bleiben aus diesem Grund, gegen aller Vernunft mit immer neuen Argumenten, auch wenn sie noch so fadenscheinig sind, bei ihrer absoluten Ablehnung der Lamp in der Hoffnung maximalen Profit bei der anstehen Wahl daraus zu ziehen.
Dabei wird IHMO der Schuss nach hinten losgehen weil inzwischen alle Wissenschaftler/Experten usw. wie auch die Regierung und Lynas maßiv Aufklärung im Land sowie vor Ort betreiben so das jeder merkt, der sich für das Thema interessiert, welch wirklicher Antrieb hinter den Gegenern der Lamp steht.

Noch eine Bemerkung am Rande hierzu: "Die Zulieferer von u.a. Schwefelsäure und Salzsäure sind vor Ort, was eines der Gründe von Lynas und der malaysichen Regierung war auf Grund der dort vorhandenen hervorragenden Infrastruktur genau dort ihr Produktionswerk zu bauen weil sich damit für alle eine WinWin-Sytuation sowie weiteres zuküntiges Potential ergibt.
We sucht noch einen interssanten Job und will sich aktiv vor Ort über all das schlau machen?
http://www.jobstreet.com.my/jobs/2011/8/default/10/1394185.h…

Lynas Malaysia Sdn Bhd, is a subsidiary of Lynas Corporation Ltd, a multi-national, public listed company registered with the Australian Stock Exchange (code LYC).

Our primary focus is to develop and lead the growth of the global Rare Earths industry by creating a reliable, fully integrated supply from mine direct to our customers.To realize our vision to be the world leader in Rare Earths, we are now constructing an Advance Materials Plant within the Gebeng Industrial Estate (GIE) in Kuantan, Pahang to process the ore from our mine in Mt Weld. Towards this end, we would like to invite applicants to join our dynamic team in this very exciting phase of carving Malaysia’s name to lead the growth
in the Rare Earths industry.
...
Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

Dazu noch eingen technische Infos aus dem HC-Forum zu Lynas von Heute:
http://hotcopper.com.au/post_single.asp?fid=1&tid=1541530&ms…
csiro the heaviest rare earthelement discovery (omgwen3rds)
...

New Discovery by CSIRO The Heaviest Rare Earth Element Known to Science

CSIRO Laboratories has discovered the heaviest rare earth element yet known to science.

The new element, Governmentium (Gv), has one neutron, 25 assistant neutrons, 88 deputy neutrons, and 198 assistant deputy neutrons, giving it an atomic mass of 312.

These 312 particles are held together by forces called morons, which are surrounded by vast quantities of lepton-like particles called peons.z

Since Governmentium has no electrons, it is inert; however, it can be detected, because it impedes every reaction with which it comes into contact. A tiny amount of Governmentium can cause a reaction that would normally take less than a second, to take from 4 days to 4 years to complete.
Governmentium has a normal half-life of 2- 6 years. It does not decay, but instead undergoes a reorganization in which a portion of the assistant neutrons and deputy neutrons exchange places.

In fact, Governmentium's mass will actually increase over time, since each reorganization will cause more morons to become neutrons, forming isodopes.

This characteristic of morons promotion leads some scientists to believe that Governmentium is formed whenever morons reach a critical concentration. This hypothetical quantity is referred to as critical morass.

When catalysed with money, Governmentium becomes Administratium, an element that radiates just as much energy as Governmentium since it has half as many peons but twice as many morons.


Please support our advertisers

--------------------------------------------------------------------------------------------------------------------------
http://hotcopper.com.au/post_single.asp?fid=1&tid=1541048&ms…
radiation - learn (liljason)
...

There are several isotopes of radon with varying half lives. Naturally occuring thorium found in rare earth ores decays into radon-220 (also known as thoron). Radon-220 has a half life of only 55 seconds and none of its subsequent decay products are gases. What this means is that any radon released would have decayed within a few minutes and settled close to its source as radioactive dust. This dust then further decays into non-radioactive lead in a matter of hours. There is virtually no chance of any appreciable amount of radon-220 reaching even the perimeter of the plant.

Thorium-232 has a half life of 14 billion years. This means that in a year, if you take 1 tonne of thorium, less than 0.05 milligrams of that would have decayed and turned into radon. The planned capacity of the Gebeng plant is 22,000 tonnes per year, with thorium content claimed to be 0.16%. This comes to about 35 tonnes of thorium per year. There is some dispute about these numbers, so let?s be generous and take it as 100 tonnes. Assuming the unlikely scenario that a whole year?s supply of ore is left lying around exposed in the plant at any one time, we?re looking at less than 5 mg of radon being produced in a whole year. When dispersed into the air, given radon?s very short half life, this is negligible.

ALSO, the the radiation emitted are alpha particles;
1. Alpha radiation is not able to penetrate skin.

2. Alpha-emitting materials can be harmful to humans if the materials are inhaled, swallowed, or absorbed through open wounds.

3. A variety of instruments have been designed to measure alpha radiation. Special training in use of these instruments is essential for making accurate measurements.

4. A civil defense instrument (CD V-700) cannot detect the presence of radioactive materials that produce alpha radiation unless the radioactive materials also produce beta and/or gamma radiation.

5. Instruments cannot detect alpha radiation through even a thin layer of water, blood, dust, paper, or other material, because alpha radiation is not penetrating.

6. Alpha radiation travels a very short distance through air.

--------------------------------------------------------------------------------------------------------------------------

http://rareearthinvestingnews.com/4759/rare-earth-market-tre…
Rare Earth Market Trends

Mon, Aug 29, 2011

...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

- Zu MS kann man nur eines sagen: Sie kaufen und verkaufen Aktienanteile und das nicht nur in Bezug auf Lynas, ansonsten wäre ihre Beteiligung in Bezug auf Lynas ja auch nicht so hoch.
Dabei muss es in beiden Fällen natürlich Käufer bzw. Verkäufer geben und das wird je nach Wirtschafts- bzw. Finanzlage-krise auch so bleiben bis villeicht Lynas aus den Gewinnen ihrer Produktion mal satte Dividen zahlen kann was wiederum zur Folge hat, das der Kurs enorm steigen wird und dann geht das Spiel von vorne los.


Grüsse JoJo

[hongwidder]

Hallo Jojo,

ja klar, auch bei MS ändern sich die Invest-Prioritäten.

Ich versuch halt was über die Hintergründe rauszukriegen, warum ein strategisches Invest einer Investmentbank die im 1. HJ 2010 gross eingestiegen ist, als der Hype losging, gerade nun in nicht unerheblichem Maße zurückfährt.

Vielleicht sehen sie gerade bessere Alternativen, vielleicht ist aber auch was faul.

Gruss
Hongwidder

[Fuenfvorzwoelf]

Antwort auf Beitrag Nr.: 42.021.356 von hongwidder am 30.08.11 15:40:51

Vielleicht sehen sie gerade bessere Alternativen, vielleicht ist aber auch was faul.

Im Unterton glaube ich rauszuhören, dass du meinst, die hätten Sorgen wegen Lynas!

Ha, die traden doch seit Lynas Gedenken. Und wenn sie unterinvestiert sind ist mir das lieber als wenn sie überinvestiert sind. D.h. die sind vielleicht schon längst wieder am aufstocken.

Und wer weiß - auf HC wird auch darüber spekuliert - ob die ihre Anteile nicht verliehen haben und evt. eine Shortposition eingegangen sind.

Für Geld machen die doch ALLES!



Naja, wir sind ja hier im Faktenthread und nicht bei den Verschwörungstheoretikern.

[JoJo49]

Antwort auf Beitrag Nr.: 42.021.744 von Fuenfvorzwoelf am 30.08.11 16:45:33

Da kann ich dir nur zustimmen, Verschwörungstheoretikern haben wir IHMO schon zu genüged im Parallelthread und wenn MS annehmen würde bei Lynas wäre auch nur etwas faul würden die sofort, ohne Rücksicht auf Verluste, ihren gesamten Anteil verkaufen und nicht nur ein paar Prozent.

IHMO zeichnet der folgende Bericht eine beunruhigendere Entwicklung auf die mir momentan mehr Sorgen bereitet als Lynas die ihren Weg machen wird und das einfach, weil ohne "Seltene Erden" überhaupt keine Change auf eine positive Wirtschaft- und somit Finanzentwicklung weltweit mehr gegeben wäre.
Thema: Untergang des Abendlandes

http://wirtschaft.t-online.de/bankenaufseher-schlagen-alarm/…

Bankenaufseher schlagen Alarm
30.08.2011, 14:01 Uhr | Financial Times Deutschland

...

http://www.boerse-online.de/tools/dowjones/20110830LL002853.…

DJ Ausbau mit Hindernissen - Deutschland forciert grüne Energien
Von Martin Rapp
Dow Jones Newswires

...

4 Lynasheads
Basket Prices for Rare Earth Deposits Around the World

https://sites.google.com/site/4lynasheads/


Grüsse JoJo

[Fuenfvorzwoelf]

Zitat von JoJo49: The new element, Governmentium (Gv), has one neutron, 25 assistant neutrons, 88 deputy neutrons, and 198 assistant deputy neutrons, giving it an atomic mass of 312.

These 312 particles are held together by forces called morons, which are surrounded by vast quantities of lepton-like particles called peons.z

Since Governmentium has no electrons, it is inert; however, it can be detected, because it impedes every reaction with which it comes into contact. A tiny amount of Governmentium can cause a reaction that would normally take less than a second, to take from 4 days to 4 years to complete.
Governmentium has a normal half-life of 2- 6 years. It does not decay, but instead undergoes a reorganization in which a portion of the assistant neutrons and deputy neutrons exchange places.

In fact, Governmentium's mass will actually increase over time, since each reorganization will cause more morons to become neutrons, forming isodopes.

This characteristic of morons promotion leads some scientists to believe that Governmentium is formed whenever morons reach a critical concentration. This hypothetical quantity is referred to as critical morass.

When catalysed with money, Governmentium becomes Administratium, an element that radiates just as much energy as Governmentium since it has half as many peons but twice as many morons.

Antwort aus HC:

Lynas's processing plant is currently producing an active isodope of Governmentium called Fuzium. It's far more dangerous to local residents than the radioisotopes in Lynas' ore because it reacts strongly to anything that is applied to reduce its potency.

[Jaguar67]

??????

[VirtualNormann]

Antwort auf Beitrag Nr.: 42.024.182 von Jaguar67 am 31.08.11 08:04:36

.
.
.
.
.
.
PS: noch einmal aufmerksam lesen.... Spaß muss sein

[Fuenfvorzwoelf]

Antwort auf Beitrag Nr.: 42.024.437 von VirtualNormann am 31.08.11 09:07:13

[websin]

[JoJo49]

Zitat von VirtualNormann:

.
.
.
.
.
.
PS: noch einmal aufmerksam lesen.... Spaß muss sein

- habe selten so gelacht!

Davon wünschte ich mir im Parallelthread mehr von diesem Humor aus dem HC-Forum.

Bin mal gespannt welche Szenarien die LAMP-Gegner unter Fuziah daraus saugen nach dem Motto bei diesem neuen Element kennt noch keiner die Gefahren also sind sie unendlich.

http://www.siemens.de/elektromobilitaet/elektromobilitaet.ht…
Elektromobilität –
mit Energie in die mobile Zukunft
Siemens bündelt seine langjährigen Erfahrungen in den Bereichen Energie, Mobilität und IT, um in ein neues Zeitalter der Elektromobilität zu starten.
--------------------------------------------------------------------------------

http://www.lionemobility.com/

--------------------------------------------------------------------------------

http://www.windjournal.de/finanzen-investment

--------------------------------------------------------------------------------

http://www.resourceinvestor.com/News/2011/8/Pages/Rare-Earth…" target="_blank" rel="nofollow ugc noopener">http://www.resourceinvestor.com/News/2011/8/Pages/Rare-Earth…

Rare Earths Are Heating Up Again

The Mad Hedge Fund Trader
Published 8/31/2011

Long time readers remember fondly my 2010 play in the rare earth sector, where stocks like Molycorp (MCP), Avalon (AVARF), and Lynas Corp. (LYSCF) clocked gains of over 400%, and the call options went ballistic (click here for “Rare Earths Are About to Become a Lot More Rare”). After a somewhat dead 2011, this sector could be in for another shot of adrenalin.
...
...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[JoJo49]

http://www.mineweb.com/mineweb/view/mineweb/en/page56?oid=12…
From mine to magnet: Rare earths A to Z

A detailed look at the rare earth elements (REEs)and the pitfalls facing the junior miners trying to get REE projects off the ground, and for investors.
Author: Richard (Rick) Mills
Posted: Friday , 17 Jun 2011

...
Demand for Rare Earths is forecast to grow at 8-11% per year between 2011 and 2014. Many experts are predicting that the Chinese, and those end users who moved to China for security of supply, will be internally consuming most of the country's rare earth production by about 2014.

Forecast demand, source: IMCOA presentation

Rare earth demand is driven by several global macroeconomic trends:

· Miniaturization

· Environmental protection

· Increasing demand for energy, power and fuel efficiency

The highest demand growth is expected for magnets and metal alloys - hybrid and electric vehicles along with wind turbines (also High Speed Rail) will compete for the essential materials and there are no substitutions for the REEs used in these applications. An increased use of energy efficient fluorescent lights and growing demand for LCDs, PDPs will increase the use of phosphors.

The French Bureau de Recherches Géologiques et Minières rates high tech metals as critical, or not, based on three criteria:

· Possibility (or not) of substitution

· Irreplaceable functionality

· Potential supply risks

It's very obvious REEs are critical metals and that the west is going to need a secure, long term supply of Rare Earth Elements completely independent of Chinese control.

There are a lot of junior companies in this space competing for investor attention.

Wilderness of mirrors

"Wilderness of Mirrors" is a phrase coined by the 1950s era counter-intelligence chief John Foster Dulles to describe the intelligence game. In particular, the phrase refers to the difficulty of separating disinformation from truth.

One of the world's foremost REE geologists and mineralogists Anthony "Tony" Marianno says each REE deposit, assuming a favorable political climate and good logistics, will need certain conditions present:



· Favorable mineralogy and lanthanide distribution

· Necessary grade and tonnage

· Mining and mineral processing at low costs

· Successful chemical cracking of the individual lanthanides for their

isolation and eventual recovery

· Low values of thorium, uranium and other deleterious impurities

· Minimum environmental impact

Dudley Kingsnorth of Industrial Minerals Company of Australia (IMCOA) outlines the necessary steps to take a REE deposit all the way to production:



· Prove resource: grade, distribution and understand mineralogy

· Define process and bench scale - each ore-body is unique. Because of this uniqueness a new separation process has to be developed for each individual deposit

· Conduct pre-feasibility study

· Demonstrate technical and commercial viability of the process

· Obtain environmental approval

· *Publish Letters of Intent - marketing is customer specific. The main value added from Rare Earths is not in the mining and extraction, so it is necessary to either develop your own supply chain or gain access to an existing supply chain

· Complete a bankable feasibility study

· Effect construction and start-up

There are significant barriers to entry into the Rare Earths market:

· Developing a rare earth mine and processing plant is capital intensive. Capacity costs are high - plus US$30,000 per tonne of annual separated capacity versus less than US$3,500.00 for an open pit mine in the US. History shows that the development time can be very long at 10-15 years

· Operational expertise is very limited outside of China - limited technical expertise on mining, cracking and separating

· Major mining companies, and institutions, are put off by investment in such a tightly focused market - this leaves juniors with potential development issues
...
...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…



Grüsse JoJo

[JoJo49]

Wer hätte das denkt?


Grüsse JoJo



http://wirtschaft.t-online.de/energiesparlampen-preise-explo…

Energiesparlampen-Preise explodieren
31.08.2011, 13:43 Uhr | dpa-AFX, dpa

Ab dem 1. September sind 60-Watt-Glühbirnen verboten - just einen Tag vorher kündigte der Leuchtmittel-Hersteller Osram eine Preiserhöhung für Energiesparlampen an. Inklusive einer bereits erfolgten Erhöhung im Frühjahr verteuern sich die Energiesparlampen und Leuchtstoffröhren um satte 20 bis 25 Prozent, gab Osram-Sprecher Stefan Schmidt bekannt. Auch Philips will die Preise erhöhen.

...
...

Seltene Erden wichtig für Hightech-Produkte

Die sogenannten seltenen Erden sind Metall-Rohstoffe mit außergewöhnlichen Eigenschaften. Diese machen sie unentbehrlich für die Herstellung vieler Hightech-Produkte wie etwa Handys, Computer-Chips, Flachbildschirme oder Touchscreens bei Navigationsgeräten. Sie werden auch in Batterien, Magneten, Glasfaserkabel, Katalysatoren und eben in Energiesparlampen eingesetzt.

Die Weltproduktion der seltenen Erden lag zuletzt bei etwa 160.000 Tonnen. Bis zu 97 Prozent der weltweiten Förderung und des Angebots kommen aus China, das aber den Export künstlich drosselt und damit auch den Ärger der Welthandelsorganisation auf sich zieht. In Europa gibt es nur unbedeutende Vorkommen. Wegen der technologischen Innovationen steigt die Nachfrage enorm. Deshalb sind Engpässe bei einzelnen seltenen Erden in den nächsten Jahren nicht auszuschließen.

[Optimist_]

Zitat von JoJo49: Na ja, da stellst du einen Vergleich an der IHMO einer Überprüfung nicht standhält.

Bei S 21 wird wurde und wird immer noch versucht in Zusammenarbeit mit der Wrtschaft und Politik und deren Seilschaften über die Köpfe der Bürger und Steuerzahler ein Milliardenprojekt ( 4,5 Milliaren wobei Experten davon aus gehen das die tatsächlichen Kosten bei Abschluss am Ende weit mehr als das dopplete betragen werden) durchzudrücken das in keinem Verhälnis zu Nutzen steht.
Da wundert es mich nicht wenn aufgeschlossene und politisch interessierte Bürger auf die Barikaden gehen und sich nicht einfach wegdrücken lassen nach dem Motto ihr hat sowieso keine Ahnung und nicht zu sagen denn wir sind die Experten und Macher und bei solcher Arganz garnicht merken, dass sie eigentlich als Volksvertreter von diesen Bürgern gewählt wurden und aus diesen stammen.
Die Quittung haben sie bei der Landtagswahl dann auch promt bekommen.

Hi Jojo, welcome back...

Na du hast sicher recht und ich möchte keinesfalls, die S 21 Opposition mit der in Malaysia vergleichen, auch die Sachlage ist eine andere und wahrscheinlich auch eher zu Kontroversen geeignet. Nur was in beiden Fällen schief gelaufen ist, dass man die regionalen (und hauptsächlich Betroffenen) Menschen

a.) nicht oder zu wenig in den Entscheidungsprozess mit eingebunden hat
b.) anschliessend wohl auch noch "vergessen" hat, die Anwohner nach dem Entscheidungsprozess umfassend zu infomieren und mitzunehmen.

Es kann im 21.Jhrd. einfach nicht mehr sein, dass Regierungen über die Köpfe von Menschen hinwegentscheiden. Jeder ist heute gut informiert und fordert seinen Teil an Demokratie, Mitbestimmung, aktiver, rechtzeitiger und offener Information. Irgendwie verstehe ich die protestierenden Malayen ja auch...und finde, dass sie ihre schlechten Erfahrungen gemacht haben und zukünftig nicht mehr als Deponie herhalten wollen. Dass Lynas die Prozesse im Griff hat, müssen sie erst zeigen und bevor sie es zeigen können brauchen sie Genehmigungen. Lynas hat ja auch keine Referenzanlagen auf die sie zeigen und die Zuverlässigkeit unter Beweis stellen können.

http://www.nytimes.com/2011/03/09/business/energy-environmen…

Mitsubishi Quietly Cleans Up Its Former Refinery

Nichtsdestotrotz bin ich als Lynasaktionär überzeugt, sie kriegen das hin.

Gute Nacht allen!

[Fuenfvorzwoelf]

Antwort auf Beitrag Nr.: 42.028.599 von Optimist_ am 31.08.11 21:31:17

Nichtsdestotrotz bin ich als Lynasaktionär überzeugt, sie kriegen das hin.

Gute Nacht allen!

Da schließ ich mich tutto kompletto an!

[Optimist_]

Das ist der Hammer!! Nach Siemenes nun der zweite Vertrag mit einem deutschen Unternehmen-dem grössten Chemieunternehmen der Welt-BASF.

http://www.asx.net.au/asxpdf/20110902/pdf/420v56gfl260q8.pdf

..
BASF’s Fluid Catalytic Cracking business consumes lanthanum and the contract shall secure a substantial portion of BASF’s long term lanthanum requirements, with a pricing mechanism tied to market price.

Lynas’ Executive Chairman, Nicholas Curtis, said “Lynas is extremely pleased to sign a long term contract with BASF Corporation, a very important customer in the Rare Earths industry. The contract is another example of how Lynas is able to stabilise the important Rare Earths supply chains for major industrial users. Lynas is producing Rare Earths concentrate at its Mount Weld plant, and Lynas is on track for first feed of Rare Earths concentrate at the LAMP in Malaysia in the fourth quarter of 2011. This is significantly ahead of other new Rare Earths projects that have been announced outside China. We will continue to develop long term and close relationships with industrial partners who require Rare Earths. We believe this contract again endorses the standards and quality to which the LAMP is being built in Malaysia”.

...

http://www.theaustralian.com.au/business/mining-energy/lynas…

Lynas locks in supply deal with BASF

..
"This agreement with Lynas Corp is an important step forward for our chemical and refinery catalysts business and our customers. It will allow us to further diversify our rare earth supplier base," Hans-Peter Neumann, senior vice-president of BASF Process Catalysts and Technologies, said in a separate statement on the company's website.

...

http://www.catalysts.basf.com/p02/USWeb-Internet/catalysts/e…

[schlumpftrader]

hallo Optimist_

Das ist der Hammer!! Nach Siemenes nun der zweite Vertrag mit einem deutschen Unternehmen-dem grössten Chemieunternehmen der Welt-BASF.

umsomehr bin ich heute irritiert, dass der kurs gen süden läuft!
am rande bemerkt: aru (ohne news) läuft heute mal ordentlich gen norden. da versteht einer mal börse.

bye
schlumpftrader

[VirtualNormann]

Tolle News

Ich möchte daraus auch gern zwei Punkte hervor heben, welche für spätere Diskussionen sicherlich wieder nützlich werden könnten....

Lynas is on track for first feed of Rare Earths concentrate at the LAMP in Malaysia in the fourth quarter of 2011.

und, viel wichtiger:

lanthanum requirements, with a pricing mechanism tied to market price

Also "nur" Lanthan, gebunden an den Marktpreis! Falls mal wieder jemand Kilogramm * Basket berechnen möchte, um Kursziele zu orakeln

Allerdings ist in diesem Kontrakt auch keine Menge angegeben.

Gruß Normann

[Rosco-Dunn]

Lynas hält sich doch gegen den Markt in Australien sehr gut :-)

[fuenffranc]

Mit dem BASF-Vertrag wird für Lanthan, bei uns reichlich enthalten, langfristiger Absatz eines eventuell in Überversorgung kommenden Elements abgesichert!

[JoJo49]

http://www.metal-pages.com/metals/neodymium/metal-prices-new…
Neodymium metal prices, news and information

...

Googlebersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

http://www.investor-sms.de/Boersenbriefe/CashBulls.net/Selte…
Seltene Erden: China könnte alten Fehler wiederholen

Donnerstag, 01. September 2011 | 17:30

...


Grüsse JoJo

[JoJo49]

http://www.raremetalblog.com/2011/06/niobium-market-update.h…
Wednesday, June 08, 2011
Niobium Market Update
...
...
Googleünbersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…



http://www.lynascorp.com/page.asp?category_id=8&page_id=27
Reports
Latest Quarterly Report
Announcements



http://www.metal-pages.com/metals/ferroniobium/metal-prices-…
Ferro-niobium metal prices, news and information
...
...
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


@ ein schönes WE

Grüsse JoJo

[VirtualNormann]

Carles moves to ban rare earth ores in Freo

Fremantle MP Adele Carles has called for the transportation of rare earth ores through Fremantle to be halted immediately because she is concerned about potential radioactivity.

In a position that puts her at odds with her partner, Transport Minister Troy Buswell, and the State Government, the independent MP has claimed the rare earths, which are mined by Lynas Corporation at Mt Weld near Laverton, could be a hazard to public health and safety.

Lynas’ operations have been approved by the Department of Environment and the Department of Health, and the company says rare earths are no more radioactive than parts of the Perth Hills.

The term “rare earths” refers to a range of metallic elements that are used in a range of modern products including high-powered magnets for wind turbines, electric hybrid vehicles, computer hard discs, smartphones and flat panel displays.

The ore contains thorium and uranium oxides, albeit at levels regulators say do not pose a radiation risk.

“From the Government point of view, Lynas Corporation’s rare earth commodity has all of the approvals in place. All of the advice we have … is that it is a relatively inert product,” Mr Buswell said.

“Our view is the relevant authorities have put in place the relevant approvals.”

Asked why she did not believe Mr Buswell’s assurances, Ms Carles said: “I’m not an expert on this, I don’t claim to be. I want to see the EPA have a good look at this proposal from the Port of Fremantle as a residential port.”

Ms Carles said she was concerned Lynas’ proposal “looks like the Magellan experiment all over again”, referring to the problems Magellan Metals has had in complying with its environmental management plan to export lead carbonate through Fremantle.

A Lynas spokesman said attempts to portray its rare earths as “either radioactive or similar to Magellan lead are alarmist and either mischievous or ill-informed”.

“Transportation of the rare earths concentrate along the approved transport route from the Mount Weld mine to Fremantle Port does not present a radiation risk to public health or the environment,” a Lynas spokesman said.

“The Mt Weld rare earths concentrate is not classified as Dangerous Goods by the criteria of the Australian Dangerous Goods Code for transport by road or rail, and it is not classified as a radioactive material due to its extremely low levels.”

Ms Carles yesterday hosted protestors from Malaysia, who are opposed to Lynas building a processing plant in Kuantan, the capital of Malaysia’s Pahang state.

The protestors are concerned that the strategically important plant – the only rare earths processing facility outside China – could leave the area a toxic site.
Mr Buswell said it would not be proper for the WA Government to get involved in approvals processes in Malaysia.

http://au.news.yahoo.com/thewest/a/-/wa/10191911/carles-move…

[JoJo49]

http://cn.wsj.com/gb/20110905/rec082829_ENversion.shtml" target="_blank" rel="nofollow ugc noopener">http://cn.wsj.com/gb/20110905/rec082829_ENversion.shtml

2011年 09月 05日 08:25
A Timeline For Eroding China's Rare Earth Chokehold

How long can China sustain its near-monopoly on the global supply of rare earth?

...

Gogleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


@ eine erfolgreiche Woche


Grüsse Jojo

[Fuenfvorzwoelf]

Rare earth mines in east China to halt output

NANCHANG - Eastern Ganzhou city has ordered three rare earth mines to halt production by year-end, according to local mining authorities.

The city issued a notice telling three of its eight major rare earth producing counties to halt production by the end of this year, said Li Guoqing, director of the city's mining management bureau, on Monday.

The three counties are mining areas that are allowed to be exploited, Li said.

Fiscal revenue contributed by rare earth mining in these counties has dropped below 10 million yuan (1.56 million U.S. dollars) per year, Li said, adding that production at one of the three counties has already been suspended.

It is unknown when production will resume, as they have to wait for directives from the provincial government, Li said.

The notice also told the counties to set production quotas to rare earth mines to prevent over-exploitation.

Ganzhou, Jiangxi Province, produces nearly 40 percent of the country's ionic rare earths, while China produces more than 90 percent of the world's rare earth metals, which are widely used in the manufacture of an array of sophisticated products, such as electric car batteries, wind turbines and aerospace alloys; however, China's rare earth reserves only account for about one third of the world's total.

To control environmental damage and protect resources, China has announced various policies, such as suspending the issuance of new licenses for rare earth prospecting and mining, imposing production caps and export quotas, and implementing tougher environmental standards.

http://www.chinadaily.com.cn/china/2011-09/05/content_136246…

[JoJo49]

http://german.china.org.cn/business/txt/2011-09/05/content_2…

05. 09. 2011

Jiangxi: Produktion von Seltenen Erden wird gestoppt


Die Stadt Ganzhou in der Provinz Jiangxi ist in China ein wichtiger Produktionsort für Seltene Erden und Buntmetalle. Vor kurzem hat die Stadtregierung mitgeteilt, dass in drei wichtigen Minen die Produktion für diese seltenen Metalle gestoppt werden soll.

...

http://www.mmnews.de/index.php/wirtschaft/8486-seltene-erden…
Seltene Erden immer teurer

06.09.2011


Seltene Erden verteuern zunehmend Endprodukte. Seltene Erden wie Neodym werden zu 97 Prozent aus China in die Welt exportiert. Sie haben sich innerhalb von wenigen Jahren um 1000 bis 3000 Prozent verteuert. China wird vorgeworfen, das Angebot künstlich zu verknappen.

...

http://www.handelsblatt.com/politik/international/eu-baut-la…
Handelsstreit mit ChinaEU baut Lager für Seltene Erden auf

06.09.2011, 14:15 Uhr

Als Reaktion auf die Exportbeschränkungen Chinas baut die Europäische Union (EU) eigene Reserven für die in der Technologiebranche unersetzbaren Seltenen Erden auf.

...
...


Grüsse JoJo

[websin]

Hallo JoJo49,
danke f. d. weiterhin permanente Infopolitik.
VG, WEBSIN

[JoJo49]

Antwort auf Beitrag Nr.: 42.050.982 von websin am 06.09.11 18:23:02

Nichts zu danken, möchte aber die Gelegenheit warnehmen und mich bei allen bedanken die sich hier sich fleißig beteiligen.

Grüsse JoJo

http://www.rsadvisory.com/people/geoff-raby-appoinment.html

...
Riverstone Chairman, Nicholas Curtis, welcomed Dr. Raby to the Riverstone team, whose principals have more than 50 years combined experience in the resources sector and strong affiliations and hands-on experience in China.
...

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



Zum Thema Größe und Umfang der "Stop Lynas" Gruppe und deren Aktivitäten:
http://www.freemalaysiatoday.com/2011/09/06/japanese-filmmak…
Japanese filmmaker to highlight Lynas controversy

G Vinod | September 6, 2011

A foreign documentary on the nuclear meltdown in Japan will also highlight the controversy over the Lynas rare earth refinery in Malaysia.

...

Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

... dazu noch ein Bericht von einem Teilnehmer einer Veranstalltung der "Stop Lynas" Bewegung:
http://hotcopper.com.au/post_single.asp?fid=1&tid=1547128&ms…
$4 club. (oneforthe)
...

Ive just come home from the Perth "Save Malaysia..Stop Lynas" meeting
So im here incognito
After I told my wife how it went..she said now we are going to have to go into a "Witness protection program"..will need plastic surgery though,as I was photographed till my eyes were poppoing,talking,not talking,sitting standing,and a couple of movie cameras.
Why.
Lets start from scratch..I spent most of the day honeing my LYC knowledge,I was armed to the hilt.
Got there at 5.45..session was posted as 6-8PM..(started at 6.30..fin..7.40..If I hadnt been there would have finished at 7
THE VENUE.
Well it not the bloody Ross memorial church,but Valamont..what ever that is..but there was their Black and Yellow ..cute little bags..I grabbed one..will put all my LYC files in it...hanging on the door knob.
Went down a corridor to the lift...Save Malaysia T shirt on the ground..ah must take the lift.
Two Malaysian young fellows..20-22 came through one of the doors..thank goodness as there were no more clues where to go.
I went inside and was greated like the prodigal son,the 15 squad was all there,and we all introduced our selves,Lam Tam ,Bam and Nou...the Leader was LEE..like the twin sister of Fuzzy..While smiling and shaking hands noticed no sandwiches,coffee,tea,thought..shit..smiled less.
There were 4 others in suits talking Malaysian,and this hippie pair..both wearing cowboy hats..at night..in a room...at a meeting..they had a couple of giggling girlfriends.
There were 2 other guys..(let me digress..this was a largish room..chairs for about 50..projector..screen laptop...no sandwiches.
It was 6.20 and im thinking where is the cavalry for Lynas..I slid over to one of them ..late twenties..are you with the anti or pro..gave me a weird look..just here to see what they say..walked over to the other..same Q..no Im with them he said..told him what a pity..you look so intelligent to.
So that was it..about about 25 in all..then reality hit..no it was 24 them..and 1 me.
During the first 15 mins that i arrived and spoke with all the handshakers,there was excitement in the camp..as the flashlights started popping.
They gave me a big head ,wasnt their intention,but kept questioning why I knew so much,first I was an employee,a journalist,bottom line by the time the formal meeting got under way..they had a fair idea where i was coming from.Mind you all this was polite,civilised,I have no problems with giving out insults followed by a nice smile.
The first speaker got up...it was the WA Conservation spokesperson..they had lent this hall for the meeting.
Well it was the..about 24..girl with the Cowboy hat.
No sandwiches,now this.It was a welcome to all the 24..I got this mean stare..what a great cause..these mining giants want to run all over us even at the cost of lives for dollars..type intro.
Then twin sister Fuzzy...LEE got up.Introduced the slides.
Started with Bukit Merah...Its happened once..it will happen again.
The next few slides were of twins joined at the hips,kid with elephantitist,deformed babies,radiation rain,plants dieing.
Then a list of all the industries that would be harmed..(picture every indust sector)
I thought this is terrible..im going to join them...evil Lynas.
Lights went back on...all the other group were about to introduce themselves..after which we would see highlights from the protest in Sydney,Canberra,and the ones building support in Malaysia.
Its at this time sandwiches would have been appropriate.
First was a grandfather..had lived in Kuantan for 31 years..now he fears for his grandchildren..LYNAS must be stopped...big applause by 24..courteous applause by 1..due to 24 stares.
Next was a vet..nice chap actually..we got on well..he explained that all who are here have funded themselves..his VET clinic is shut down for 10 days while he persues this belief.He too is convinced dreadfull things will happen to the beaches where he now plays with his kids.
A mother got up..all she said was..I want a safe world for my children..came all the way from Malaysia to say 8 words..I gave her a big clap...well sorta big.
The Chemical engineer got up and it was all about the dangers of chemicals..so not about REE,s but about the chemicals used.
The next attacked the structure ..air bubbles,low standard steel,leaking concrete..the big push here was that the whole site is over a swamp,and the monsoons,so was the fear of leakage into the inviro.
Only one had a political overtone to his address,his start was that since the last 54 yrs of the current Gov...it is corrupt..as he put it...you do something for me..Ill do something for you...aiming at LYC..that we are unsafe..but have a deal with the gov.
Another ideal sandwich moment as there was a pause and the movies re Syd/Canberra were about to begin.
Sydney.
Picture 7 folk wearing their Black and Gold T shirts a table..on a footpath.selling the bags and t shirts..and a guy with a megaphone..no giveaways so Sydneyites
keep walking..no one stops..but there are 47 shots of the 7 waving ,smiling having a good time..at the end there are liitle cameoes with flowers of Tim and Tan..and thing with thing..very pretty.
Canberra was a lot better as this time some wore the nuclear outfit..so 96 shots of everybody...but they did manage 1 interview..a girl about 19-20..who agreed Lynas was evil..a more family album shots.
received great applause at end (by 24).
Then came the finale..a movie about the growth of the protestors in malaysia..kids hundreds of kids..this was mothers day....then this was fathers day..by now i was badly in need of a sandwich.
Lee got back on stage and said now they would be open to any Q,s.(keep in mind i had already had a 40 min conversation with all 15 prior).
So LEE looked at me and said I know what your going to ask..which i was amazed at..cause i didnt know...and looked for another to ask.
Which was the boy with the cowboy hat..This stuff (yes stuff) must be pretty dangerous coming to fremantle..I thought give me a break.
No more Q..I shot my hand up..Lee squirmed..but i had to out guess what she guessed i would say
Q1..The reception that you received in Sydney/canberra.and now tonight..are you embarrassed.
That woke everyone up..had to justify it being a success
Q2.Why isnt there a scientist expert in REE,s in your group.
We have a chemical engineer..retired.No further questions your honor on that.
Q3.re how australia wouldnt allow Lynas to open in Australia..quote ..the public would be up in arms.
Didnt know ARU..Whyalla,and ALK Dubbo would be so handy a reference.
Q4.A quick background on Rhodia..their scientists,the AELB,the IAEA have deemed it safe.....got the answer I was waiting for...
THEY DONT TRUST ANYONE..science..no..government and AELB..even worse..IAEA..they only did compliance check,not sufficient...so add corruption..mining giant..screw the little people.
Thats when i thanked them all..my parting words..Your Gov. is currently under talks about 2 nuclear plants will you be protesting against them.
YES WITH EVERYTHING WE HAVE GOT.
Gonna buy me a cowboy hat tomorrow.
Next stop Freo.Yeehaaa.
------------------------------------------------------------------------------------------------------------------------------------------------------

Mein Fazit: Zur "Stop Lynas" Bewegung brauchen wir uns IHMO zukünftig keine weiteren Kopf machen weil einfach die besseren und vor allen Dingen, mit Fakten hinterlegte Argumentation für die LAMP und deren positiven, wirtschaftlichen Einfluss für die malayische Wirtschaft sprechen was die "Stop Lynas" Bewegung immer mehr zu spüren bekommt weil ihr von allen Seiten inzwischen der Wind entgegenweht.

[JoJo49]

http://news.ninemsn.com.au/article.aspx?id=8295500
Strong signs from WA rare earths project


14:47 AEST Wed Sep 7 2011

Shares in Northern Minerals rose after the rare earths explorer reported high grade exploration results from its Browns Range project in Western Australia's far north.

...

The company told AAP last month that it believes its second biggest shareholder, rare earths mine developer Lynas Corporation, may want product from Browns Range to blend with ore from its Mt Weld project in WA, which has only 0.12 per cent dysprosium.

Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Grüsse JoJo

[JoJo49]

http://sites.google.com/site/4lynasheads/system/app/pages/re…
4 Lynasheads

Recent site activity
Sep 6, 2011 1:15 AM Lynas Head edited Email_Page_Untitled
http://sites.google.com/site/4lynasheads/


Grüsse JoJo

[JoJo49]

Infos und News zum Thema.


Grüsse JoJo




http://www.finnewsnetwork.com.au/CompanyReports/Lynas-Corpor…
...
Lynas Corporation Ltd is an ASX 100 listed company, with the strategy to create a reliable, fully integrated source of Rare Earths from mine through to market, and to become the benchmark for the security of supply and environmental standards in the global Rare Earths industry.
The foundation of this strategy is Mount Weld in Western Australia, the richest known deposit of Rare Earths in the world, and a state-of-the-art Rare Earths processing plant, the Lynas Advanced Materials Plant (LAMP), currently under construction near Kuantan in Pahang, Malaysia. Production is scheduled for third quarter of 2011.

Lynas is set to provide the first new source of supply of Rare Earths outside of China when it comes into production in the third quarter of 2011. We believe this timeframe puts us well ahead of our competitors. Our customers’ requirements and commitments are driving the business development strategy for products to be produced, growth of production and collaboration with partners in the value chain.

...
...

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


http://www.realpennies.com/otc/LYSCF
...
Lynas Corporation Limited, together with its subsidiaries, engages in the exploration and development of rare earths deposits, and other mineral resources in Australia and Asia. The company focuses on the development of the Mt Weld Rare Earths project located south of Laverton in Western Australia; and the Crown Polymetallic Project, which includes niobium, tantalum, zirconium, titanium, and rare earths deposits. It also involves in the planning, design, and construction of a concentration plant and advanced materials processing plant. The company is headquartered in Sydney, Australia.

...
...

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


http://www.raremetalblog.com/lynas-corporation-ltd/

[ubacher]

Mustapa to get update on Lynas' progress soon

International Trade and Industry Minister Mustapa Mohamed said he would get an update soon on Lynas Malaysia Sdn Bhd's progress in complying with the International Atomic Energy Agency's (IAEA) 11 recommendations.

http://www.malaysiakini.com/news/175103



Ziemlich kurze Nachricht, die Verlässlichkeit dieser Quelle kenne ich leider nicht.

[JoJo49]

http://www.miningweekly.com/article/china-halts-rare-earth-p…
RARE EARTHS

China halts rare earth production at three mines

By: Reuters

6th September 2011

China will halt production of rare earths at three major mines, state media reported on Tuesday, a move which could tighten supply in China, the top exporter of the valuable minerals.

...
...

Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Grüsse JoJo

[Fuenfvorzwoelf]

Antwort auf Beitrag Nr.: 42.054.593 von ubacher am 07.09.11 14:01:53

Moin!

Sehr interessant dazu auch die Kommentare auf HC!

[VirtualNormann]

Lynas face fierce opposition to rare earths export

Lynas Corporation is facing opposition from Australian politicians and Malaysian green groups over the transport and processing of its rare earth ores.

Fremantle MP Adele Carles has called for a cessation of the transportation of rare earth ores through Fremantle due to potential radioactivity, according to The West.

Carles has claimed that these rare earths could be a possible danger to public health and safety.

However, Lynas say that transportation was approved by the Department of Environment and the Department of Health, and the ore is no more radioactive than the surrounding region.

West Australian transport minister Troy Buswell also refuted Carles claims, stating that “from the Government point of view, Lynas Corporation’s rare earth commodity has all of the approvals in place. All of the advice we have … is that it is a relatively inert product.

“Our view is the relevant authorities have put in place the relevant approvals.”

Carles refused to believe Buswell’s statements, saying “I’m not an expert on this, I don’t claim to be. But I want to see the EPA have a good look at this proposal from the Port of Fremantle as a residential port.

Carles has previously scuttled plans to use Fremantle Port as a bulk export point, when she blocked iron ore miner Cazaly Resources from using it.

She went on to say that it “looks like the Magellan experiment all over again”, referring to when a miner was found to have lead carbonate outside of sealed bags at the Fremantle port.

The ore exported from Fremantle would be transported to Lynas’ processing plant, the Lynas Advanced Materials Plant (LAMP) in Malaysia.

The group Save Malaysia! Stop Lynas! (SMSL), which are against the construction and operation of the plant, have travelled to Australia to protest the export plans.

The group will be hosted by Adele Carles.

SMSL chairman Bun Teet Tan explained that “there is little political will in Malaysia to safeguard our safety and well being. We therefore hope that with the support of the good people of Fremantle and Perth, a green ban will be in place to stop Lynas from transporting and shipping ore concentrate to Malaysia,”

Lynas’ LAMP was also recently investigated by the International Atomic Energy Agency (IAEA) after fears were raised over it emitting potentially dangerous levels of radiation.

http://www.miningaustralia.com.au/news/lynas-rare-earths-pla…

The IAEA found that the plant complied with radiation safety standards.

Quelle: http://www.miningaustralia.com.au/news/lynas-face-fierce-opp…

[ubacher]

Antwort auf Beitrag Nr.: 42.055.670 von Fuenfvorzwoelf am 07.09.11 16:58:20

Danke für den Hinweis.
Habs mir grad mal durchgelesen. Wirklich interessante Beiträge auf HC zu dem Thema

[ubacher]

Antwort auf Beitrag Nr.: 42.055.670 von Fuenfvorzwoelf am 07.09.11 16:58:20

Danke für den Hinweis.
Habs mir grad mal durchgelesen. Wirklich interessante Beiträge auf HC zu dem Thema

[JoJo49]

http://www.tagesschau.de/wirtschaft/selteneerden106.html
Aufbau einer eigenen Reserve
EU legt Lager für Seltene Erden an

...
...


Grüsse JoJo

[VirtualNormann]

Zitat von JoJo49: http://www.tagesschau.de/wirtschaft/selteneerden106.html
Aufbau einer eigenen Reserve
EU legt Lager für Seltene Erden an

...
...


Grüsse JoJo

Jetzt braucht die EU nur noch Etwas zum lagern

[JoJo49]

http://www.raremetalblog.com/2011/09/lynas-responds-to-austr…
Wednesday, September 07, 2011
Lynas responds to Australian rare earth export concerns

...
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…



mit Video: http://www.tv3.com.my/beritatv3/ekslusif/Kebenaran_Lynas_Ter…
Kebenaran Lynas Terus Didedah
08/09/2011 20:05:00

...
Googleübersetzt: http://translate.google.de/translate?hl=de&sl=ms&tl=de&u=htt…


Grüsse JoJo

[JoJo49]

http://www.bernama.com.my/bernama/v5/newsindex.php?id=612033" target="_blank" rel="nofollow ugc noopener">http://www.bernama.com.my/bernama/v5/newsindex.php?id=612033

Mustapa To Be Given Update On Lynas´ progress In The Few Days

KUALA LUMPUR, Sept 7 (Bernama) -- Minister of International Trade and Industry, Datuk Seri Mustapa Mohamed, said he would get an update soon on Lynas Malaysia Sdn Bhd's progress in complying with the International Atomic Energy Agency's (IAEA) 11 recommendations.

Mustapa said Lynas was currently at various stages of complying with them.

"Lynas will only be given the nod to operate once it fulfils all the recommendations.

"I'll be given an update in the next few days. From what I know, they have been able to achieve compliance.

"They are at various stages in achieving compliance," he told reporters on the sidelines of a briefing on Malaysia in the Global Competitiveness Report 2011-2012 here today.

He said his ministry would ensure that the recommendations were enforced.

"It's work in progress. We are making sure that the recommendations are enforced," he said.

The government has set up a task force to oversee the implementation of the IAEA's recommendations to improve safety at the plant in Gebeng, Pahang.

The committee is jointly chaired by his ministry and the Science, Technology and Innovation Ministry, while members come from the Natural Resources and Environment Ministry and Pahang state government.

According to reports, the recommendations included technical and safety measures as well as a decommissioning plan for the plant that's nearing completion.

Lynas had said it expected to fulfill all the recommendations by year-end and would sell the metal by the beginning of next year.

Lynas is a unit of Lynas Corp Ltd, which is listed on the Australian Stock Exchange.

--BERNAMA

Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

[JoJo49]

http://rareearthinvestingnews.com/4840/rare-earth-q4-outlook…

Rare Earth Q4 Outlook

Tue, Sep 6, 2011

...
...

Googleübersetzt: http://translate.google.de/translate?hl=de&sl=en&u=http://ra…

Grüsse JoJo

[JoJo49]

http://www.miningweekly.com/article/this-is-not-1637-2011-09…
Rare earths price jump no tulip mania, say experts, but correction likely for some elements
By: Irma Venter

9th September 2011

...
...

Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


@ ein schönes WE

Grüsse JoJo

[JoJo49]

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

LYC Lynas Corporation Limited
September 2011
12th Drilling Results - Mount Weld
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6483…
12 September 2011

Further High Grade Rare Earths Results from Mount Weld Drilling

Lynas Corporation Limited (“Lynas”) (ASX:LYC, OTC:LYSDY) is pleased to announce the complete set of assay results have now been received for the extension drilling programme which was completed on the western side of the Central Lanthanide Deposit and the current open pit at Mount Weld in the June quarter. Some early assay results for the southern-most holes were announced in the June 2011 Quarterly Report. This drilling programme is within the area containing Inferred Resources, and is aimed at delineating the REO resource in this area to at least an Indicated status, and to enable Lynas to assess including the western side of the Central Lanthanide Deposit into the mine planning process, thereby upgrading the Reserves of the ore-body. The complete set of assays for all 154 holes and 9,604 metres of drilling have now been received, with outstanding intersections including:

...
...

Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


@ eine erfolgreiche Woche

Grüsse JoJo

[JoJo49]

http://www.finanzen.net/nachricht/rohstoffe/Lynas-Corp-Mehr-…

Lynas Corp: Mehr Seltene Erden als gedacht

EMFIS.COM - Sydney 12.09.2011 (www.emfis.com) Obwohl die Mount-Weld-Mine die Produktion kürzlich bereits aufgenommen hat, gibt sich das australische Seltenen-Erden-Unternehmen Lynas Cop offensichtlich nicht mit den bislang identifizierten Vorkommen an Rare Elements zufrieden.

...
...


@ eine erfolgreiche Woche


Grüsse JoJo

[VirtualNormann]

HAMMER Bohrergebnisse

[Optimist_]

http://www.freemalaysiatoday.com/2011/09/12/lynas-fulfilled-…

‘Lynas fulfilled all the requirements’

PERTH: Western Australian Mines and Petroleum Minister Norman Moore says there is no concern by the Australian government in respect to any operations of Lynas Corporation Ltd as the company has fulfilled all the requirements.

He also voiced his pleasure in the company’s involvement in developing its Mount Weld rare earth project as it has given Western Australia a chance to be a part of the world’s rare earth business.

Moore, who is responsible for initiating the single biggest overhaul of Western Australia’s mining industry’s occupational health and safety system, also assured Malaysians that the level of radioactivity attached to the product from Mount Weld was very low, and that it was not considered as dangerous goods from the point of transport regulations.

“So it can be transported from Mount Weld to Fremantle Port and exported (to Malaysia) from there and does not require the regulatory arrangement that would relate to dangerous goods with such a low level of radioactivity attached to it. So, it meets all the requirements,” he told reporters at his office.

...

“I must confess I don’t understand the politics of Malaysia at the moment. I understand you are in an election mood and I can understand Green Group seeking to take advantage of the opportunities to promote the green agenda, but I think it is unfortunate that the Australian Green should involve themselves in Malaysian politics, particularly these days, to be exaggerating the circumstances surrounding the project,” he added.

Moore said the mining and transporting of the rare earth products from Mount Weld would be done under strict regulations in Western Australia and processing in Malaysia would be done under Malaysian laws which were rigorous as that of Australia’s.

[JoJo49]

Antwort auf Beitrag Nr.: 42.077.753 von Optimist_ am 12.09.11 22:25:27

Danke!

Grüsse JoJo

Anbei ein paar aktuelle Nachrichten die deutlich aufzeigen wie dringend jetzt schon REO weltweit benötigt werden mit weiterhin überproportional steigendem Bedarf.
http://www.newelectronics.co.uk/electronics-technology/rare-…
13 September 2011
Rare earth elements vital to electronics industry

What do ics, lasers, optical fibres, capacitors, displays and headphones have in common? Answer: they are all electronic products that depend on one or more of the rare earth elements. And that list is far from complete.

...
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


http://www.guardian.co.uk/science/blog/2011/sep/12/technolog…
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


http://www.google.com/hostednews/ukpress/article/ALeqM5g64O0…
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

Zum Schluss noch ein Rückblick auf die PDF-Datei vom Geschäftbericht 2006/2007 die ab Seite 17 das zweite Großprojekt das Crown Deposit und deren Potential und Qualität nachvollziehbar aufschlüsselt.
http://www.lynascorp.com/content/upload/files/PDFs/AnnualRep…
Auf Grund von diesem Geschäftsbericht sowie weitere Recherchen hat mich von Lynas und deren zukünftig wachsenden Potential/bedeutung, überzeugt bei Lynas long einzusteigen.

Grüsse JoJo

[JoJo49]

http://www.indmin.com/Article/2898513/COMMENT-WTO-is-no-quic…
COMMENT: WTO is not quick fix for rare earths

...
...
Googleübersetzt: http://translate.googleusercontent.com/translate_c?hl=de&ie=…


Grüsse JoJo

[Optimist_]

...auch interessant!

http://www.marketwatch.com/story/molycorp-invests-in-groundb…

PRESS RELEASE
Sept. 13, 2011, 4:31 p.m. EDT

Molycorp Invests in Groundbreaking Wind Energy Technology Company

Boulder Wind Power's Technology Uses Dysprosium-Free Rare Earth Magnets, Which Removes A Major Hurdle To The Rapid Expansion of Advanced Wind Turbines

GREENWOOD VILLAGE, Colo., Sep 13, 2011 (BUSINESS WIRE) -- Molycorp, Inc. /quotes/zigman/595467/quotes/nls/mcp MCP +0.29% , the Western hemisphere's only producer of rare earth oxides (REO) and the largest REO producer outside of China, today announced that it is making a significant investment in Boulder Wind Power, which has designed a rare earth magnet powered wind turbine generator that can produce electricity as low as $0.04 per kilowatt-hour.

Molycorp invested in Boulder Wind Power's Series B Convertible Preferred Stock as part of a $35 million capital raise by the company. With the investment, Molycorp gains board representation in Boulder Wind Power and is positioned to be the "preferred provider" of rare earth magnets and/or alloys for wind generators using this technology. Molycorp is using cash from operational earnings for the investment. Other details of Molycorp's investment were not disclosed.

Boulder Wind Power's patented wind turbine technology allows for the use of rare earth permanent magnets that do not require dysprosium, a relatively scarce rare earth. By utilizing dysprosium-free permanent magnets, and other engineering innovations that dramatically reduce the use of structural steel and eliminate the use of expensive laminated electrical steel, wind turbines incorporating Boulder Wind Power's technology are expected to produce power at or below $0.04 cents per kilowatt-hour, positioning it to compete directly with fossil fuel-based generation.

...

[JoJo49]

Mit weiteren Links zum Thema auf den folgenden Seiten.

Grüsse JoJo


http://www.bbc.co.uk/news/science-environment-14903904
Earth’s rarest metals ranked in a new 'risk list'

By Leila Battison
Science reporter, Bradford

The relative risks to the supply of some of Earth's rarest elements have been detailed in a new list published by the British Geological Survey (BGS).
...
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…



http://www.ftd.de/unternehmen/industrie/:seltene-erden-autob…
14.09.2011, 20:48

Seltene ErdenAutobauer schmieden Rohstoffpakt

Exklusiv Der Schritt soll Vorsorge für den Fall sein, dass seltene Erden noch seltener werden - und nicht dem Kartellrecht widersprechen: Um sich den Zugriff auf strategisch wichtige Rohstoffe zu sichern, tun sich Deutschlands Autohersteller und ihre Zulieferer zusammen.
von Heimo Fischer und Margret Hucko Frankfurt
...

[JoJo49]

Zum WE eine News:

LYC Lynas Corporation Limited
September 2011
16th Change in substantial holding
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6490…


... ein Rückblick mit der Frage was hat sich in Bezug auf die Entwicklung von Lynas in diesen gut 10 Monaten geändert: http://m.faz.net/Rub58BA8E456DE64F1890E34F4803239F4D/Doc~E82…
Seltene Erden
Cerium - den Namen muss man sich merken
Von Christian Siedenbiedel
...
...


... dazu ein IHMO immer noch aktueller Hinweis mit dem Zitat des Tages:
http://www.investor-verlag.de/zitat-des-tages-20110914/11210…
...
...
"Die Seltenen Erden werden noch zum Preis von Salz verkauft. Doch eigentlich verdienen sie den Preis von Gold."

- Wen Jiabao, chinesischer Premierminister


... und zum Schluss eine aktuelle Empfehlung zu Lynas:
http://www.onvista.de/analysen/empfehlungen/artikel/16.09.20…
Empfehlungen
heute, 09:59 PRIOR GOLD
Lynas Probleme in Malaysia sorgen für Nachkaufchance
...
...


@ ein schönes WE


Grüsse JoJo

[VirtualNormann]

Lynas chief avoids talk on risk management plan

KUALA LUMPUR: The Save Malaysia Stop Lynas (SMSL) group went to West Australia in July to meet Lynas Corporation CEO Nick Curtis.

The CEO did meet them but he avoided all questions on the risk management plan forthe Kuantan plant.

Today SMSL rep Tan Boon Tee told a press conference that the only good thing that came from their visit was to get a commitment from the Freemantle mayor in West Australia to call for the rare earth refinery, currently being built in Gebeng, Kuantan, to be relocated to Australia.

Several other Australian political figures have also expressed their interest to raise the issue, Tan said.

Earlier, Tan along with two other SMSL reps, Clement Chi and Lee Chi Hung, presented SMSL’s video presentation of their activities in West Australia.

Chi told the press that the group- who were made up of Kuantan residents – was aware that the government was prepared to allow Lynas commence operations by the end of this year.

He warned the government that the Lynas refinery would become a national election issue as the government has been backing the Aussie firm.

“Let the coming general election be a referendum on the Lynas operations,” he added.

Chi also urged the government to come clean on the matter because “there was no point hiding behind half truth and reports while endangering lives”.

Tan meanwhile announced that SMSL would stop engaging with MCA on the matter.

“We had engaged with (Health Minister and MCA deputy chief) Liow Tiong Lai, but he has not made a stand.

“Later we met (MCA president) Dr Chua Soi Lek who promised to raise the matter at the National Economic Action Council but nothing has happened,” said Tan.

As for future plans, SMSL would be working with short film director, Tan Chui Mui to produce a film on Lynas.

The group is also in talks with their lawyers to use all possible legal means to stop Lynas from operating on the 250 acres of reclaimed swamp land in Gebeng.

http://www.freemalaysiatoday.com/2011/09/15/lynas-chief-avoi…

[Optimist_]

Gemeldet vom US-Pendant und zurzeit einzigstem Konkurrenten, Molycorp:

http://www.marketwatch.com/story/molycorp-fully-funded-break…

press release
Sept. 16, 2011, 8:00 a.m. EDT

Molycorp, Fully Funded, Breaks off Discussions with Sumitomo Corporation

..
"We are now fully funded for both Phase 1 and Phase 2 of our $781 million expansion and modernization of our flagship rare earth mine and manufacturing facility at Mountain Pass, and we are generating significant operating revenue from sales of product to customers around the world, including those in Japan. Thus, the original investment in Molycorp that Sumitomo offered is no longer a critical need," said Mark A. Smith, President and CEO of Molycorp. "The conditions under which the original deal was structured shifted substantially, and in a way that did not offer sufficient value to both Molycorp and Sumitomo's shareholders. That is why we have mutually agreed to end our discussions."

Sumitomo's original offer was to make a one-time $100 million equity investment in Molycorp and provide Molycorp with a low-interest, $30 million loan, contingent on certain commitments being received from Sumitomo's potential customers. A substantial part of the funding for the investment was to come from the Japanese Government. However, Sumitomo was later forced to split the investment package into two investments of $50 million, while also requesting discounted pricing for Molycorp's rare earth products in order to line up commitments from Sumitomo's potential customers.

"We have very high regard for our friends and colleagues at Sumitomo, and we remain unshakably committed to serving the Japanese market, which is Molycorp's largest market," said Smith. "However, high market demand for our products requires that we focus on other customers at this time."

..

[JoJo49]

http://www.capitalvue.com/home/CE-news/inset/@10063/post/348…

Monday 2011-09-19 15:02
Publisher: CapitalVue


September 19 -- Reserves of rare earth minerals in China, the world's largest producer and exporter, fell by 37 percent during the 11th Five-Year Plan period, reports yicai.com.

China produced 118,900 tons of rare earth products in 2010, while Inner Mongolia Baotou Steel Rare Earth Group Hi-Tech (600111) accounted for more than 60 percent of the global rare earth market.

Xu Xu, chairman of the China Chamber of Commerce of Metals, Minerals and Chemicals Importers and Exporters, attributed the sharp fall in China's rare earth reserves to the global reliance on China as a source of low-cost rare earth imports.



http://www.resourceinvestor.com/News/2011/9/Pages/Why-Obama-…
Why Obama Should Address the Rare Earth Crisis

Jeb Handwerger
Published 9/15/2011

...
...
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


@ eine erfolgreiche Woche

Grüsse JoJo

[JoJo49]

http://rareearthfuture.com/2011/09/20/goldman-sachs-note-on-…

Goldman Sachs Note on Lynas Corporate Governance

chihawkon 20/09/2011—Leave a Comment


On May 4, 2011 Goldman Sachs initiated coverage on Lynas with a BUY recommendation. In that Investment Research Goldman included the following on Page 6:

...
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


http://rareearthfuture.com/forum/general-rare-earth-discussi…
Howdy all, I've rejigged my figures regarding profitability – happy for feedback (good or bad). It uses the element and volumes which were announced in a prior quarterly report, rather than basket price. Also includes the Western Australia ore royalty, and a full 30% Australian corporate tax (likely to be lower).



It's interesting to note what sort of PE to expect – LYC is not exactly a mining company, but probably more so a chemical industrial. Sector PE averages for materials is ~12, whilst that of industrials is around 11.:

...
...



Grüsse JoJo

[Groupier]

Kriegen die nochmal den Arsch hoch oder kann ich die entsorgen.

[JoJo49]

Zitat von Groupier: Kriegen die nochmal den Arsch hoch oder kann ich die entsorgen.

Dazu eine Meinung von einem australischen Users vor Ort aus dem HC-Forum in der Hoffnung das dir dieser Vergleich weiterhilft:
http://hotcopper.com.au/post_single.asp?fid=1&tid=1557975&ms…
6 times� really?... (toly)
...


I find it very hard to believe that Lynas is valued by the market at such a ridiculous share price when competing companies that aren't really competing are valued at the same ridiculous high share price...

OK, I hate to do it but I am bringing Great Western Minerals into the spotlight once again. GWM has about $1.5m in the bank and very little in the way of current assets. What they have is some mining real estate which for the most part contains implied or inferred resources and some questionably classified proven resources of which NI 43-101 mining analysis is still to be completed. Current assets can be contested, but the bottom line is that without a JV, takeoff agreement or a secondary offering the company is down to it's last month of working capital...

Given this, I look at the fully diluted outstanding common which is just short of 500m shares. Now, GWM is trading at ~ $.85/ share for a market cap of $425m.

Now look at Lynas. Outstanding fully diluted is 1.8b shares trading at $1.50 per share. This gives Lynas a market cap of a $2.7b. This make the Lynas market cap just 6 times that of GWM.

What do we get with Lynas? We have all heard the story, full capitalization to significant production (and positive cash flow) by the end of 2011 or early 2012. Assets that include a separate mine in Malawi Africa with a pilot concentration plant and other mining equipment for future use. Also there are some un-accessed deposits non-rare earth deposits at Mt.Weld...

Lynas, of course, is close to finishing LAMP and has already finished Mt. Weld's concentration facility. These investments are in excess of a half a billion dollars and they are PAID for. Lynas has developed SIGNIFICANT Intellectual Property and Experience in the development and operation of a rare earth processing facility. Lynas has the supply chain logistics in place and has signed agreements for the distribution of the final products.

Now, can somebody tell me that Lynas is only worth 6 times GWM. Lynas has over $200m in the bank compared to GWW's dwindling $1.5m. Lynas has tremendous current assets in the form of "plant, property and equipment" probably in excess of half a billion, compared to GWM's current assets of ~ $60m of mostly un-appraised mining real estate.

6 times... Really?

The story at Lynas at the worst remains unchanged and at best, realistically, keeps getting better. I don't have to go over all of the details here but IMO either GWM is vastly overvalued, or Lynas is vastly undervalued. Of course it could be some of both but looking at the forward P/E it would appear that Lynas, at this price, is a gift...

For my money, I have put it on the pass line for Lynas, when those production dice are finally thrown. I will take a company that has real assets being developed by proven veterans in geo-politically stable regions over a speculative miner that may not have enough to pay the light bill should necessary financing fail... 6 times... Really?

JMHO...

--------------------------------------------------------------------------------


It's only when the tide goes out that we can see who is swimming naked...


... und noch ein Hinweis: http://german.china.org.cn/business/txt/2011-09/16/content_2…



Grüsse JoJo

[JoJo49]

http://finance.yahoo.com/news/China-Consolidates-Grip-on-nyt…

China Consolidates Grip on Rare Earths

KEITH BRADSHER, On Thursday September 15, 2011, 7:46 pm EDT

BEIJING — In the name of fighting pollution, China has sent the price of compact fluorescent light bulbs soaring in the United States.

...
...
Googleübersetzt: http://translate.google.de/translate?hl=de&sl=en&u=http://fi…


Zwei aktuelle Berichte zu Umweltprotesten in China:
http://www.guardian.co.uk/world/2011/aug/14/china-petrochemi…
http://www.boston.com/business/articles/2011/09/19/over_500_…


Zum Thema grüne Energiegewinnung durch Winkraft in Verbindung mit "Seltene Erden" (Magnete):
http://www.terramagnetica.com/2010/04/25/siemens-launches-pe…


Grüsse JoJo

[Optimist_]

Ist aber echt ungeschickt und übertrieben was da gerade passiert...es wäre mal wieder Zeit einen Zeitplan zu bestätigen oder Erfolgsnachrichten.

http://www.marketwatch.com/story/jp-morgan-cuts-molycorp-out…


Sept. 20, 2011, 11:23 a.m. EDT
J.P. Morgan cuts Molycorp outlook

By Ian Thomson
NEW YORK (MarketWatch) -- J.P. Morgan Chase & Co. /quotes/zigman/272085/quotes/nls/jpm JPM -0.74% lowered its outlook on Molycorp Inc. /quotes/zigman/595467/quotes/nls/mcp MCP -21.81% to reflect the recent drop in rare earth prices following a sharp increase over the second quarter.

The investment bank cut its stock investment rating on the rare earth mining company to neutral from overweight and slashed its 2012 year-end price target to $66 from $105, citing a "lack of clarity" that recent speculative buying potentially had on rare earth prices.

J.P. Morgan also cited a recently downgraded estimate of rare earth demand by the Industrial Mineral Company of Australia as a catalyst for its cautious stance.

Molycorp's shares tumbled 17% to $43.80 in recent trading. The stock traded in the high $70s in May.

...

http://online.wsj.com/article/SB1000142405311190419460457658…

Uncertainty Zaps Early Stock Rally

....

Stocks reversed their early rally on reports that the so-called troika of the International Monetary Fund, European Commission and European Central Bank were expected to return to Athens in October, with The Wall Street Journal reporting that Greece's ongoing talks with inspectors could still fall apart. Greece's finance ministry said that it had made "satisfactory" progress in the negotiations but added that the talks would continue over the weekend.

The reports suggested that there would be no immediate assurance against a disorderly Greek default.

The lack of certainty led investors to sell and await the next cycle of news from continental Europe.

"There have been so many different headlines about Greece that investors aren't really sure what's rumor and what's the truth," said Jonathan Corpina, senior managing partner of NYSE floor broker Meridian Equity Partners.

Trading ahead of a much-awaited Federal Reserve policy statement Wednesday played a role in the early-session rally, though it wasn't enough to carry through to the close of trading.

"It looks like the market is baking in an announcement of some kind of quantitative-easing strategy," said Deirdre Dennehy, portfolio manager at Rockland Trust. "[But] for them to announce a QE3, I'm not sure how impactful that's going to be. The more times they do that, the less the effect in the market."

---

[JoJo49]

Antwort auf Beitrag Nr.: 42.113.770 von Optimist_ am 21.09.11 06:32:19

http://www.asiasentinel.com/index.php?option=com_content&tas…

Rare Earth Plant in Malaysia May be Closer to Opening


Written by Our Correspondent
Wednesday, 21 September 2011

High Chinese prices, electoral situation, western scarcity of rare metals become factors

An Australian-owned rare earths processing facility in Malaysia that is reported to be the world’s biggest outside China, which has been delayed by environmentalists and opposition political leaders, may well be gathering enough steam to open by the end of the year, say several sources in Kuala Lumpur.

...
...

Googleübersetzt: http://translate.google.de/translate?hl=de&sl=en&tl=de&u=htt…


Grüsse JoJo

[Optimist_]

Nachrichten über Lynas von heute

http://www.theaustralian.com.au/business/companies/lynas-hit…

Lynas hit by rare-earth price dive

SHARES in rare-earths miner Lynas plunged yesterday, as the company signalled its loss would be much deeper following the recent fall in the price of rare-earth minerals used in mobile phones and digital cameras.
The stock fell in heavy trading after JPMorgan downgraded Lynas's US rival, Molycorp, to a "hold" and slashed its price target due to the estimated 9 per cent drop in rare-earths prices.

The slump prompted a query from the Australian Securities Exchange and continued Lynas's tumble from a year-high of $2.70 in April and above $2 last month.

Lynas ended down 12.3 per cent at $1.28.

Other rare-earths hopefuls bucked the positive broader market, with Alkane Resources and Arafura Resources off 10.5 per cent and 2.3 per cent respectively.

Lynas, which aims to produce the first rare earths outside China, said it could not explain the fall, but the miner revealed it was likely this week to post a before-income tax loss of about $57 million, compared with a $43m loss in in the prior period. The company attributed the loss to increased operating costs ahead of first production from its plant in Malaysia.

...

Goldman Sachs said that while it expected prices for Lynas's rare earths to cool to $US83 in 2015 as projects outside China came online, prices would spike next year to record highs of $US240.

Lynas began feeding ore from Mt Weld into its nearby concentration plant in May, and plans to begin separating this into rare-earths products at its plant in Malaysia -- where it has faced opposition from the local community -- by the end of this year.

..

http://www.bloomberg.com/news/2011-09-21/lynas-shares-slump-…

Lynas Shares Slump Most in Two Years

..
The shares dropped 13 percent to A$1.27 at 1:49 p.m. local time, the most since May 14, 2009. The Sydney-based company is the biggest loser today on the MSCI AC Asia Pacific Index.

Molycorp Inc., the owner of the world’s largest rare-earth deposit outside China, yesterday in New York fell the most since its 2010 initial public offering after JPMorgan Chase & Co. lowered its rating, citing declines in rare-earth prices. Inner Mongolia Baotou Steel Rare-Earth Hi-Tech Co., China’s biggest producer of rare earths, has started to stockpile some products.

The decline in prices “is now being reflected in Lynas’s share price,” said Tim Schroeders, who helps manage $1 billion in equities at Pengana Capital Ltd. in Melbourne. “It’s exactly the same dynamic that Molycorp’s suffering that Lynas’s share price is reflecting today.”

Rare earths, a group of 17 elements, have dropped in price because of selling by speculators, Michael Gambardella, a New York-based analyst at JP Morgan, said in the report downgrading Molycorp to “neutral” from “overweight.”

Cerium oxide has dropped 30 percent since its peak in June, according to data compiled by Bloomberg. Lanthanum oxide and neodymium oxide prices have also fallen, according to the data.

Lynas isn’t aware of any reason for the price change, the company said in a filing to the Australian stock exchange. It didn’t believe its expected full-year loss would affect the share price as the company hasn’t yet started output.

http://www.theaustralian.com.au/business/mining-energy/rare-…

Rare earths miners tumble on JPMorgan downgrade of Molycorp

..
Lynas' fall followed a larger 21.8 per cent fall by US rival Molycorp to $US41.45 in New York this morning after JPMorgan cut its rating on the stock to a hold and its price target to $US66 from $US105, due to the recent drop in rare earth prices.

...

http://www.themalaysianinsider.com/mobile/malaysia/article/h…

Handphones riskier than Lynas ore, says Pahang MB

[JoJo49]

http://www.stocknessmonster.com/news-history?S=LYC&E=ASX
LYC Lynas Corporation Limited
September 2011
22nd Initial Director`s Interest Notice - Kathleen Conlon
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6498…
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


22nd Updated Share Trading Policy
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6498…
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


22nd Working Capital Facility Executed
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6498…
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


22nd Appointment of Kathleen Conlon as a Non-Executive Director
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6498…
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


21st ASX Price Query and Response
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6495…




Grüsse JoJo

[Optimist_]

Aktueller und tiefgehender Artikel aus dem Wall Street Journal zu den aktuellen REO-Preisen, RE-verbrauchenden Industrieunternehmen und den Aussichten des Marktes. Alles natürlich aus amerikanischer Sicht..

http://online.wsj.com/article/SB1000142405311190456390457658…" target="_blank" rel="nofollow ugc noopener">
http://online.wsj.com/article/SB1000142405311190456390457658…

Rare-Earths Prices Appear to Soften

SHANGHAI—Prices for the vital industrial minerals known as rare earths appear to have moderated in recent weeks following two years of relentless gains, as the supply outlook brightens and dominant producer China faces possible legal challenges to export restrictions.

Rare earths—shorthand for a collection of 17 minerals used to make products from hybrid-car batteries and oil-refining agents to military equipment—have been surging, with the prices of some rising more than tenfold since 2009 amid panic buying. China controls almost the entire global supply, and its export limits, mine restructurings and other policies have sparked a frantic scramble to secure the obscure metals.

Determining prices for rare earths is tricky because the market for them is illiquid and only small quantities are produced globally. Some of the biggest buyers and sellers complain that they have little clarity on pricing.

But Australia's Lynas Corp., which publishes references related to what it expects to produce at its Mount Weld deposit in the state of Western Australia, says prices for lanthanum—often used to make catalysts for refineries—has dropped to $92 per kilogram as of Sept. 19 from $135.02 in the second quarter. Prices for cerium, sometimes used in glass, have also dropped to $92 per kilogram from $138.29 in the second quarter, Lynas says.

On Tuesday, a J.P. Morgan Chase & Co. analyst cited falling rare-earth prices as a reason to slash his outlook for Colorado-based Molycorp Inc., a rare-earths producer often considered an industry bellwether. Its New York Stock Exchange-listed shares subsequently tumbled nearly 22%.The shares fell another 3.9% Wednesday, ending at $39.85.

Speaking on Capitol Hill Wednesday, Molycorp Chief Executive Mark Smith said, "Although there may some some short-term fluctuations and impact related to recent speculation in China, we remain very, very bullish on the prices of these materials."

Rare-earth prices remain far above where they were just two years ago. Lanthanum, for instance, still hovers 18 times above its 2009 price, while prices for cerium are still nearly 25 times higher, according to Lynas. Indeed, some international prices haven't fallen at all, in particular those that are known as heavy rare earths, like terbium, which is used in advanced lasers and optics.

Still, some industry observers see reason to hope for an end to what has been constantly climbing prices. "As a general rule, people think prices are going to drop," says Luther C. Kissam, chief executive of Albemarle Corp., a Louisiana maker of specialty chemicals that imports Chinese lanthanum.

...

[JoJo49]

LYC Lynas Corporation Limited
September 2011
23rd Appendix 3B
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6500…



23rd Full Year Statutory Accounts
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6499…
Lynas Corporation Limited
ACN 009 066 648

Financial Report
for the year ended 30 June 2011
LYNAS CORPORATION LIMITED – FINANCIAL STATEMENTS 30 JUNE 2011
Corporate Information

...
...

Dazu eine aufschlussreiche Zusammenfassung eines Users aus dem HC-Forum:
http://hotcopper.com.au/post_single.asp?fid=1&tid=1560961&ms…
lynas annual report� financials... (toly)
...


As we all know the new annual report is out and I have gone over the financials. They are pretty much as expected which confirms the recent press releases that things are in very good shape.

The Sojitz deal was discussed and the terms are:

A loan facility for US$225 million provided for by a special purpose company (SPC).

~12m shares to SPC for US$25 million for new shares @ A$2.12 per share.

~ 25m shares for an "institutional Placement" (read bank) for A$55 million for new shares @ $2.07 per share.

~ 10m shares for Share Purchase Plan ("SPP") for eligible existing shareholders @ A$20 million price of A$2.05 per share.

The above financing package was successfully completed by early June 2011.

Yes, this does look like dilution (50m shares) but given the current share price it looks like we came up 3 cherry's


Here are the financials as I see them. Keep in mind I am not an accountant but I love to run numbers Any corrections or opinions would be appreciated.


Balance Sheet;

Cash on hand is $200m. Also restricted cash is $235m this is from Sojitz for the capacity increase to 22mtpa.

Total Current Assets are close to $1b ($874m) but a loan facility is costing $212m. Still this leave net assets around $625m. This number represents what the company is actually worth in terms of valuation. This number is excellent in that this represents hard assets after any debt. Compare this to typical junior with assets of $50m and that generally includes "self appraised" real estate (mining claims).

BTW, I see no "Goodwill" on the balance sheet, Kudo's to the financial guys!

Cash Flow;

Cash flow from operating expenses was (as expected) ~ -$50m but get this, income from interest on capital was close to $10m. My question, why buy a magnets company that will LOOSE money (for the sake of "vertical integration") when you can bank the same capital at Oz's reasonable interest rates. Just another little detail people seem to miss.

Nearly $200m was used in investing activities (capital projects) and while these come off the cash side of the balance sheet they move to the "plant property and equipment" side of current assets. In other words, over $200m was used primarily in the construction of LAMP and Mt. Weld in just one year.

A note here, Mt. Weld buy itself is valued at $85m (basically the cost to build). Just how do these juniors expect to build a mine, concentration plant and separation plant for $60m? Go figure.

The income statement shows about what you would expect but as I pointed out there was ~10m in interest. It all added up to a loss of $58m but ~$8m can be attributed ti the Aussie dollar during much of the year. It shows the yearly loss as was discussed earlier.

My conclusions;

Lynas is in good shape just as they have reported in periodic press releases. They have plenty of cash to service the expected cash flow. As they announced, they have secured a short term debt facility to allow borrowing AS THY NEED IT. This will of course result in zero dilution. While there is dilution occurring due to performance shares, various warrants and so on, I did not focus on a lot of analysis in this area. I'm sure there will be some moans and groans but things look pretty much in line with other corporations.

The shareholder equity is the impressive thing. ~ $625m and 1.7b means equity per share of ~ $.30. And we are trading at $1 per share? Really? That is a huge number for a emerging company with the future expected earnings as Lynas has.

The financial statements are very comprehensive and this is just a "glance" at the highlights. I really like some of the details I have spotted and in sum this report continues to paint excellent management and execution of a very complex business plan. As I said I am not an accountant but this is how I understand the quantitative fundamentals as I see them. Any corrections or additions would be appreciated! Hope this helps... JMHO

--------------------------------------------------------------------------------


Real Programmers can write Assembly in any Language



@ ein schönes WE

Grüsse JoJo

[VirtualNormann]

‘Dr M has vested interest in Lynas’

PETALING JAYA: Former Prime Minister Dr Mahathir Mohamad has an ulterior motive for supporting the Lynas rare earth project, claimed an NGO.

“Mahathir’s eldest son Mokhzani Mahathir, the CEO of Kencana Petroleum has a large stake in the Lynas rare earth refinery project, said the Save Malaysia Stop Lynas (SMSL).

Its spokesperson, Steven Hang, said: “Kencana Torsco Sdn Bhd is a subsidiary of Kencana Petroleum that won lucrative contracts from Lynas Malaysia Sdn Bhd.

“Kencana Torsco is involved the design, fabrication, lining, supply, installation, and commissioning of carbon steel and stainless steel tanks worth RM9.1 million for the project.”

Hang made this claims based on facts obtained from Bloomberg Businessweek, a US-based business website portal.

On Wednesday, Mahathir wrote in his blog that groups opposing the rare earth processing plant in Gebeng, Kuantan had political interest in opposing the project.

“The Lynas contracts are a windfall for Mokhzani since his return to the corporate world in 2007. Back in the 1998 Asian Financial Crisis, he was written off,” said Hang.

Hang also speculated that these lucrative contracts signaled a return of Mokhzani into the corporate world, and the timing of Mahathir’s article was intended to boost Lynas shares.

“Perhaps daddy decided it was time lend his weight to the deal to make sure Lynas is healthy enough so as boost shareholders’ confidence in their investments,” said Hang.

“It is no co-incidence that Mahathir decided to blog on Lynas to give it a leg up when its shares are tumbling by the day.”

Bank pulls out

Lynas share value plummeted by 13.67% yesterday, the steepest in two years according to FIN News Network, an Australian news agency.

Hang also revealed that HSBC bank Australian had sold off its shares in Lynas worth millions due to the negative publicity over the plant and to safeguard its (HSBC’s) reputation.

“It is hardly surprising, given the publicity generated in Malaysia and in Australia over the plant,” Hang said.

The group also brushed off Mahathir’s allegations that opponents to Lynas’s plant had a political agenda.

“The only agenda the people have is for a clean and safe environment to live in,” charged Hang.

He added that like-minded people should team up and exercise their democratic to reject hazardous projects against politicians with vested interest in Lynas.

http://www.freemalaysiatoday.com/2011/09/23/dr-m-has-vested-…

[Optimist_]

http://www.smh.com.au/business/lynas-loss-grows-in-year-of-c…

Lynas loss grows in year of controversy

Australia’s largest rare earths miner Lynas Corp has posted a 33 per cent jump in full year losses, following a year blighted by controversy.

Public protests this year prompted an investigation by the International Atomic Energy Agency (IAEA) into whether the Lynas rare earth refinery in Malaysia presented radioactive risks.

However, Lynas insists that the outlook is bright as it moves from development towards production.

The miner reported a net loss for the year ended June 30 of $57.29 million, compared to $43.04 million last year.

The company’s shares fell by 5 cents, or 4.5 per cent, to $1.055.

The firm blamed the increased loss on higher operating costs at its flagship Mt Weld rare earths mine in Western Australia, as production is ramped up.

Lynas’s operating expenses also shot up by 87.5 per cent from $30.65 million to $57.46 million.

It received a favourable report from the IAEA about the refinery in Kuantan, but has been told to provide a long-term waste management plan. More than 60 per cent of the refinery has been built.

http://www.theage.com.au/business/lynas-shareholders-demand-…

Lynas shareholders demand that chairman steps down

A VOCAL group of retail shareholders in rare-earths miner Lynas is seeking to remove mining entrepreneur Nick Curtis as chairman, citing concerns over ''risks to corporate governance''.

Mr Curtis, who is also the chief executive of Lynas, had attempted to sell a lucrative rare-earth deposit to a related company, Forge Resources, earlier this year. Despite excluding himself from the sale process for conflict-of-interest reasons, the plan was abandoned on feedback from the company's major institutional shareholders.

The transaction - which would have delivered Mr Curtis a lucrative parcel of shares, boosting his stake in Forge to close to 40 per cent - also drew the ire of the small group of retail shareholders. Having formed the Lynas Shareholders Association, they are now calling for support from more shareholders to put forward a resolution to replace Mr Curtis with an independent chairman at the company's annual meeting next month.

....

[Optimist_]

http://www.smh.com.au/business/lynas-loss-grows-in-year-of-c…

Lynas loss grows in year of controversy

Australia’s largest rare earths miner Lynas Corp has posted a 33 per cent jump in full year losses, following a year blighted by controversy.

Public protests this year prompted an investigation by the International Atomic Energy Agency (IAEA) into whether the Lynas rare earth refinery in Malaysia presented radioactive risks.

However, Lynas insists that the outlook is bright as it moves from development towards production.

The miner reported a net loss for the year ended June 30 of $57.29 million, compared to $43.04 million last year.

The company’s shares fell by 5 cents, or 4.5 per cent, to $1.055.

The firm blamed the increased loss on higher operating costs at its flagship Mt Weld rare earths mine in Western Australia, as production is ramped up.

Lynas’s operating expenses also shot up by 87.5 per cent from $30.65 million to $57.46 million.

It received a favourable report from the IAEA about the refinery in Kuantan, but has been told to provide a long-term waste management plan. More than 60 per cent of the refinery has been built.

http://www.theage.com.au/business/lynas-shareholders-demand-…

Lynas shareholders demand that chairman steps down

A VOCAL group of retail shareholders in rare-earths miner Lynas is seeking to remove mining entrepreneur Nick Curtis as chairman, citing concerns over ''risks to corporate governance''.

Mr Curtis, who is also the chief executive of Lynas, had attempted to sell a lucrative rare-earth deposit to a related company, Forge Resources, earlier this year. Despite excluding himself from the sale process for conflict-of-interest reasons, the plan was abandoned on feedback from the company's major institutional shareholders.

The transaction - which would have delivered Mr Curtis a lucrative parcel of shares, boosting his stake in Forge to close to 40 per cent - also drew the ire of the small group of retail shareholders. Having formed the Lynas Shareholders Association, they are now calling for support from more shareholders to put forward a resolution to replace Mr Curtis with an independent chairman at the company's annual meeting next month.

...

http://www.n-tv.de/wirtschaft/Kampf-um-Seltene-Erden-article…

Deutschland plant Rohstoffpakt
Kampf um Seltene Erden

http://www.tagesspiegel.de/wissen/hightech-metalle-aus-dem-m…

Hightech-Metalle aus dem Müll

China hält Seltene Erden zurück. Fachleute raten daher zum Recycling – auch aus Gründen des Umweltschutzes

Computer-Festplatten werden um bis zu zehn Prozent teurer, Energiesparlampen um bis zu 25 Prozent – das kündigten dieser Tage mehrere Herstellerfirmen an. Die Ursache ist, dass wichtige Rohstoffe knapp geworden sind, Metalle der Seltenen Erden. Die Industrie benötigt die Metalle nicht nur für Festplatten und Lampen oder Handys und Laser, sondern auch für „grüne Produkte“ wie Windkraftanlagen und Motoren von Hybridautos.

...

[JoJo49]

http://efgfp.de/newsportal/StratRoh?utm_source=wallstreet-on…
In strategische Rohstoffe investieren



Strategische Rohstoffe sind für die Nutzung von Zukunftstechnologien unverzichtbar. Neben geläufigen Elementen wie Titan und Palladium gehören auch seltene Elemente wie Antimon, Beryllium, Bor, Niob, Molybdän oder Tantal dazu.

Was sind Strategische Rohstoffe

Zu den Strategischen Rohstoffen zählen zum Beispiel die Seltenen Erden, die in vielen technischen Geräten verbaut werden. Dabei handelt es sich um eine Reihe von Elementen mit ähnlichen Eigenschaften, welche immer gemeinsam vorkommen. Oftmals kommen diese besonderen Elemente nicht als Reinstoff vor, sondern fallen als Nebenprodukt bei der Förderung anderer Rohstoffe an.

Diese Rohstoffe werden benötigt um High-Tech-Bauteile herzustellen und Zukunftstechnologien zu nutzen. Wegen der Endlichkeit fossiler Brennstoffe und der Gefahren bei der Nutzung der Kernkraft, setzen viele Länder verstärkt auf regenerative Energiequellen. Aufgrund der besonderen Eigenschaften (magnetisch und gleichzeitig korrosionsbeständig) werden in jeder Windturbine mehrere hundert Kilo der Elemente Neodym und Dysprosium verbaut.

Ohne Lithium keine Elektroautos

Lithium wird derzeit bereits für Akkus in Notebooks und Handys verwendet. Zukunftstechnologien wie Hybrid- und Elektroautos wären ohne Lithium-Ionen-Akkumulatoren nicht denkbar, denn nur diese Batterieart liefert genug Energie und hat eine ausreichend hohe Energiedichte. Ohne Lithium können keine Li-Ionen-Akkumulatoren und ohne geeignete Akkus keine Elektroautos gebaut werden.

Kritische Versorgungssicherheit

Die Angebotssituation ist bei einigen dieser strategischen Rohstoffe begrenzt. Zum Beispiel weil ein Großteil der Vorkommen in politisch instabilen Regionen liegt. Zudem ist es meist nur schwer möglich das Angebot zu erhöhen.

Die Europäische Union hat 14 Rohstoffe mit einer kritischen Versorgungslage benannt. Diese sind Antimon, Beryllium, Gallium, Germanium, Graphit, Indium, Magnesium, Kobalt, Niob, Fluorit, Platinmetalle, Seltene Erden, Tantal und Wolfram. Diese Einschätzung wurde nicht zuletzt durch Preissteigerungen an den Rohstoffmärkten gegeben.

Investitionsmöglichkeiten

EFG Financial Products bietet ein Tracker-Zertifikat auf den Solactive® Strategic Commodities Performance Index an. Damit kann der Anleger an Unternehmen partizipieren, die ihre Geschäftstätigkeit im Abbau oder der Produktion von Strategischen Rohstoffen haben. Desweiteren können Sie mit einem Tracker Zertifikat auf den Solactive Rare Earth Performance Index in die Entwicklung von Unternehmen aus der Branche der Seltenen Erden investieren.



Mein Fazit: Oder sollte man doch lieber weiter in Lynas investieren?!

Grüsse JoJo

[Krawallo29]

Zitat von JoJo49: Mein Fazit: Oder sollte man doch lieber weiter in Lynas investieren?!

Fazit? Das ist aber dann wohl eher als rhetorische Frage gedacht?

[JoJo49]

Zitat von Krawallo29:

Zitat von JoJo49: Mein Fazit: Oder sollte man doch lieber weiter in Lynas investieren?!

Fazit? Das ist aber dann wohl eher als rhetorische Frage gedacht?

- Das könnte man IHMO durchaus so sehen.

http://www.bernama.com/bernama/v5/newsindex.php?id=615520
Malaysia Has An Edge Over China For Attracting Downstream Actvities In Rare Earth Industry

SYDNEY, Sept 24 (Bernama) -- Malaysia has a comparative advantage in attracting more downstream activities within the rare earth industry when compared to China as it has a very good legal and intellectual property system, said Dr Matthew James, Executive Vice-President of Strategy & Corporate Communications of Lynas Corporation Ltd.

At the same time, the cost advantage in terms of labor, energy and chemical cost which used to exist in China is no longer apparent and Malaysia is deemed to be a very competitive location due to the high cost increases which occurred in China over the last decade, he added.

"It's what the Chinese export quota (on rare earth) are trying to encourage in China. They are trying to encourage those downstream industries to move to China by restricting the access to rare earth.

"There are many companies that don't want to move their industries into China as they are concerned about the intellectual property protection. These companies are much more inclined to move their industry into Malaysia," he told Bernama in an interview in Lynas headquarters in Sydney, Australia.....

Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Grüsse JoJo

[doppio]

nachdem das ein oder andere meiner letzten posts hier besser aufgehoben wäre, gelobe ich besserung.

auf HC tauchen in den letzten tagen posts von dem autor auf, der die kapitel 5 + 6 des letzte woche veröffentlichten IAEA standards zum waste disposal thoriumhaltiger ree's verfasst hat.

diese veröffentlichung halte ich insofern für sehr wichtig, da die malayische regierung die gen. des lynas waste disposal plans (einer der 10 punkte..) nur hierauf stützen kann.
vorher wäre nach meiner meinung eine gen. überhaupt nicht mögl. gewesen.

nun liegt die grundlage auf dem tisch und somit erstmals pot. die möglichkeit, das es 'jeden tag' soweit sein kann.

gerade hat er sich nochmal zu wort gemeldet:

For those interested in 'radiation' issue:
The new 21-page note on [Will the exposures at LAMP be dangerous and what all this radiation means] has been just posted on my Q&A page (http://calytrix.biz/random/) and to the Kuantan Environmental Watch that was asking for it.

In addition to the general considerations and explanations in part 1-3, the longest (and the most detailed) part 4 conclusively proves that the LAMP is completely safe.

great news wie ich finde !

[JoJo49]

Antwort auf Beitrag Nr.: 42.132.595 von doppio am 25.09.11 19:44:08

Keine Ursache und willkommen!

Auch ich kann mir nur, wie alle User aus HC-Forum zu Lynas, den Kursrutsch nur auf Grund der Finanzkrise und auf Grund von Spekulationen erklären dernen Ziel es ist die Kleinanleger zum Ausstieg zu bringen um dann noch mal billigst einsteigen zu können dazu kann es natürlich auch sein das einige Investmentbanken dringenst bares brauchen, nur das es Lynas liegen kann dafür hat momentan keiner eine nachvollziehbare Erklärung.

Dazu eine aktuelle und nachvollziehbare Meinung aus dem HC-Forum:
http://hotcopper.com.au/post_single.asp?fid=1&tid=1561934&ms…
basf and petronas expand jv activities (wjtennis)
...

On 3/29/2011 BASF, the world's largest chemical company and Petronas, a Fortune 500 company wholly owned by the Malaysian government commenced a feasibility study for a new plant for superabsorbent polymers in Kuantan. Also they are looking to expand the existing production capacity of their JV BASF Petronas Chemical Sdn Bhd which currently operates an integrated complex situated in the Gebeng Industrial Zone, Kuantan, Pahang, the site of the LAMP. The 150-hectare integrated chemical site currently comprises 12 plants producing acyrlic monomers, oxo products, and butanediol. The complex is one of the largest integrated chemical sites in the Asia Pacific region. BASF recently signed a long term agreement with Lynas for lanthanum, the largest % ree Lynas produces from its Mt. Weld mine. Draw your own conclusions as to the likelihood of the certification of the LAMP!
--------------------------------------------------------------------------------------------------------

http://calytrix.biz/random/
The note from 29th of August 2011, on this issue (with all the follow-up below):


I was intrigued a bit by all the fuss that is surrounding the Lynas Advanced Materials Plant in Kuantan for quite a while now. So, being bored in one of the airports in May, I did write a small, let's say, "allegorical" note on the issue. This one has been circulating around since then and if you have not read it yet, here it is:

HTML version PDF version
Naturally, one would expect that when 'radiation' is mentioned - the general public will be alarmed, at least to some degree. IAEA did investigate the issue and came to the conclusion (at least in my understanding) that there is nothing fundamentally wrong with the plant, materials, residues, etc - but issued some recommendations for improvement, which are more or less easy to comply with. I thought that this would be the end of the matter. Well... far from it... I did continue to follow the press, different blogs and facebook pages/groups, but what annoyed me immensely in the file posted on YouTube one month ago, called "Perception: Why We Must Stop Lynas?" - the interview with YB Fuziah Salleh. I did write the following comment to the video:
Dear Madam,
With all due respect.
I must point out that some of your statements are based on incorrect assumptions - such as: there is no law or regulation about "35 km exclusion zone” in Australia, your comment on uranium in water is wrong, as many others... I will try to address each and every of your 'radiation-related' statements individually, and the email address to which I can send my comments will be very much appreciated.
Now, to the important point. If I misunderstood something - please accept my apologies. But it appears to me that in the TV interview above you have made a direct attack on my country in regards to Australia exporting ‘radioactive death’ and hints that some people should be tried for ‘crimes against humanity’. What appears to me as a suggestion that both Australian Government and Lynas are inherently evil is, in my personal opinion, going a bit too far.
Please contact me over the email if you would like any additional information.
On a personal note, to be absolutely clear - no, I am not an employee of Lynas Corporation, but I have been helping with the management of radiation protection issues for a while - as I do for a number of other companies and governments, I can also send you my CV if you think it will be useful. [the reason that I am posting these comments here is that what I wrote for your website has never appeared there]

As I have also promised in my comment above to address relevant issues in detail, here is the letter to YB Fuziah Salleh:

...
...
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Kopf hoch und ...

@ eine erfolgreiche Woche

Grüsse JoJo

[JoJo49]

http://miningscout.de/Kolumnen/Seltene_Erden_Die_Ersten_werd…
Chrisoph Brüning, Value Relations GmbH 25 / 09 / 2011


Seltene Erden - Die Ersten werden die Ersten sein

Warum sind Seltene Erden so wichtig?

Die Seltenen Erden sind Synonym für den technischen Fortschritt. Drei Beispiele: Ohne diese Elemente hätte es kein Farbfernsehen gegeben, die Elektrifizierung der Autos wäre nicht möglich und Windräder würden wesentlich ineffizienter arbeiten. Die Seltenen Erden haben längst Einzug in den technischen Alltag gefunden. Die Produktion von z.B. Halbleitern für Handys kann nicht einfach umgestellt werden. Viele technische Neuerungen und Weiterentwicklungen bleiben derzeit noch in den Schubladen der Ingenieure von Siemens, GE oder Sumitomo, da die dauerhafte Versorgung mit Seltenen Erden nicht gesichert ist.

...
...


Grüsse JoJo

[Optimist_]

Ich bin nicht ganz sicher ob hier nicht noch unternehmensseitige, versteckte, negative Nachrichten eingepreist sind. Diese könnten sein:

- weitere Verzögerung IBN LAMP auf 2.Hj 2012 (Produktionsbeginn)
- höher als geplante Projektkosten
- ungelöstes Abfall/Nebenproduktproblem ohne Aussicht auf schnelle Lösung
- nötig werdende, teure Nachbesserungen z.B. LAMP

Sollten diese Gründe nicht für den irrationalen Absturz (50%!) Lynas verantwortlich sein, muss und wird das demnächst veröffentlicht werden (wahrscheinlich noch diese Woche). Gleiche Entwicklung des Kurses übrigens auch bei Molycorp, was auf generelle Bewegungen schliessen lässt (REO-Preise fallen).

4-Jahres-Chart (das momentane Handelsvolumen sollte noch höher sein um mir zu gefallen)



http://www.heraldsun.com.au/business/australian-share-market…

Australian share market takes another tumble

THE Australian share market fell more than one per cent today to a two-year low, pulled down by investors selling out of mining and energy companies after commodity prices slumped.
Gold miners led the tumble after the price of gold dropped by more than $US150 over the weekend.

Stocks started the day in positive territory after German Chancellor Angela Merkel's hour-long television interview, which renewed talks of a possible Greek bailout.

But within a few hours the local bourse began shedding value, with both major indices dropping well below the 4000-point mark to the lowest since July 2009, when the market was emerging from the depths of the global financial crisis.

...

"A lot of money flowed into commodities as a safe haven in the last 12 months and maybe there's some profit taking ... we've seen a selloff there and the ongoing effect of that is being reflected in (major material stocks)," he said.Gold slumped late on Friday because of renewed strength in the US dollar and talk of hedge fund liquidation wrecking its safe-haven status.

The spot price of gold in Sydney was $US1,581.89 per fine ounce, down $US163.82 from Friday's close of $US1,745.71.

Australia's biggest gold miner Newcrest also tumbled $3.24, or nine per cent, to $32.86, and was the worst performer among the top 50 companies.

Mining giant Rio Tinto shed 3.9 per cent, or $2.45, to $60.20 and fellow miner BHP Billiton fell 60 cents, or 1.74 per cent to $33.95.

Rare earth explorer Lynas Corporation was the worst performing stock on the S&P/ASX 100, plummeting 17.1 per cent to 87.5 cents.

...

[doppio]

Antwort auf Beitrag Nr.: 42.136.287 von Optimist_ am 26.09.11 17:24:43

entschuldige bitte aber das mit den fallenden ree preisen ist doch mumpe.
jedenfalls ist das lamp doch selbst bei 50 basket noch profitabel
und heute hat JPM molyc. wieder auf buy gesetzt weil das eben nicht so ist.
die lree preise sind gefallen, weil einige abnehmer schlicht die prod. gedrosselt haben um die preise zurückzuholen.
bei hree steigen die preise weiter

- weitere Verzögerung IBN LAMP auf 2.Hj 2012 (Produktionsbeginn) - na und ?
- höher als geplante Projektkosten auch - nicht schlimm
- ungelöstes Abfall/Nebenproduktproblem ohne Aussicht auf schnelle Lösung *
- nötig werdende, teure Nachbesserungen z.B. LAMP - klaro, normal

*) das könnte der genickbruch werden, obwohl schlimmstenfalls kann man nach zwischenlagerung doch das zeug wieder mit denselben trucks / schiffen zurück nach AU schippern. - jedoch wird dann dort eine genehmigung fällig, die in der tat länger dauern könnte...

wenn die 0,80 $ nicht halten, dann muß es sich wohl um *) handeln
asonsten glaube ich eher das die großen nochmal nachladen wollen vor der gen.

@jojo
hast du das datum gesehen ? - nix neues also

[DJHLS]

Lynas Einstiegschance für Mutige
Berlin (aktiencheck.de AG) - Nach Ansicht der Experten von "Fuchsbriefe" können mutige Investoren bei der Aktie der Lynas Corporation Ltd. (<AU000000LYC6>/ <AU000000LYC6> erste Positionen aufbauen. Die Lynas Corporation gelte nach Marktkapitalisierung als eine der größten SE-Aktiengesellschaften (SE: Seltene Erden) außerhalb Chinas. Nach eigenen Angaben verfüge das Unternehmen im Westen Australiens über die größten Vorkommen Seltener Erden auf der ganzen Welt. Zudem befinde sich eine Fabrikanlage zur Weiterverarbeitung in Malaysia kurz vor der Fertigstellung. Lynas plane, nicht nur einer der größten Produzenten von SE-Metallen zu werden, sondern auch Erträge durch deren Weiterverarbeitung zu generieren. So sei die Gründung eines Gemeinschaftsunternehmens zur Herstellung von Magneten für Windkraftanlagen mit Siemens (ISIN DE0007236101/ WKN 723610) vereinbart worden. Darüber hinaus habe man Anfang des Monats ein langfristiges Lieferabkommen mit BASF (ISIN DE000BASF111/ WKN BASF11) abgeschlossen. Insgesamt wolle der Rohstoffkonzern in zwei Ausbaustufen künftig pro Jahr 22.000 Tonnen SE-Metall fördern und weiterverarbeiten. Damit käme das Unternehmen in absehbarer Zeit auf einen Weltmarktanteil von voraussichtlich 10%. Nach Unternehmensangaben finanziere man die erste Phase des Produktionsaufbaus aus bestehenden Mitteln. Das für die zweite Ausbaustufe benötigte Kapital sei bereits gesichert. Wichtig sei auch, dass nach Unternehmensangaben mittlerweile alle Genehmigungen für die Fabrikanlage in Malaysia vorliegen würden. Hier sei es aufgrund von Umweltauflagen zu Verzögerungen gekommen. Durch den allgemeinen Börsencrash und die Verzögerungen in Malaysia sei das Papier von Lynas schwer unter Druck geraten und habe seit seinem Jahreshöchstkurs fast 60% an Wert verloren. Nach Ansicht der Experten sollten defensiver ausgerichtete Anleger bis zum tatsächlichen Produktionsbeginn in Malaysia warten. Bis dahin sei Lynas auf jeden Fall ein hochspekulatives Investment. Gemäß den Experten von "Fuchsbriefe" steigen sehr risikobereite Investoren zum derzeitigen Kursniveau bei der Aktie von Lynas ein und sie empfehlen, erste Positionen aufzubauen. Das Kursziel würden sie bei 1,15 EUR sehen und zur Absicherung einen Stopp-Kurs bei 0,66 EUR setzen. (Ausgabe 39 vom 22.09.2011) (23.09.2011/ac/a/a)

Allerdings drängt sich m. E. bei einer P/B ratio von 2,88 ein Kauf noch nicht unmittelbar auf.

[JoJo49]

http://www.techmetalsresearch.com/metrics-indices/tmr-advanc…

TMR Advanced Rare-Earth Projects Index


TMR is first and foremost interested in the rare-earths sector from the strategic point of view. We are interested in the potential value that specific rare-earth deposits and their development could have, in the furtherance of the needs and demands of the overall technology supply chain.

The TMR Advanced Rare-Earth Projects Index consists of rare-earth projects currently underway around the world, which have been either:
■formally defined as a mineral resource or reserve under the guidelines of a relevant scheme such as NI 43-101 or the JORC Code, or
■subject to past mining campaigns, and for which reliable historical data is available, even if not formally compliant with a relevant scheme.

The Index, last updated on September 23, 2011, currently consists of 22 advanced rare-earth projects, associated with 22 different companies and located in 9 different countries, as shown in the table below. Click on a project name to see the data associated with the project.

...
...
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Na denn, @ eine Gute Nacht!

Grüsse JoJo

[hongwidder]

Lynas ist imho leider ein Spielball der politischen Opposition in Malaysia. Darunter leidet der Kurs. ==>

Lynas clarifies Kencana link
September 27, 2011

FMT LETTER From Andrew Arnold, via e-mail

We refer to the Free Malaysia Today article entitled ‘Dr M has vested interest in Lynas’, dated Sept 23, 2011.Your article implied that Dr Mahathir Mohamad was influenced by financial considerations when he recently expressed support for the Lynas project in Gebeng.

The allegation reported in your article was that a subsidiary of Kencana Petroleum Bhd has a contract worth approximately RM9.1 million for carbon steel and stainless steel thanks to the Lynas project.

Your article noted that Mokhzani Mahathir, the eldest son of Dr Mahathir, is the CEO of Kencana Petroleum Bhd. The allegation contained in your article is highly inappropriate.

The most recently published financial statements of Kencana Petroleum Bhd indicate that the group has annual revenues in excess of RM1 billion.

The contract between Lynas and the subsidiary of Kencana Petroleum Bhd is on arm’s length and its total value of approximately RM 9.1 million represents a very small fraction of the Kencana Petroleum group’s annual revenues.

Lynas entered into that contract following an open tender process managed by our EPCC contractor. It is highly inappropriate for your article to suggest that Mahathir would either know or care about a relatively small and unremarkable contract entered into by a subsidiary of Kencana Petroleum Bhd.

Your article also stated that HSBC Bank Australia has sold off shares in Lynas worth millions due to negative publicity. That statement is simply false and we request a retraction. We have confirmed that HSBC Bank Australia does not have any of its own money invested in Lynas shares.

Many nominee companies of the banks, including HSBC Custody Nominees (Australia) Limited, trade large numbers of shares in numerous companies everyday on behalf of their clients.

Those investment decisions are not made by the banks, they made by large and small investors from all over the world who invest funds via the banks’ nominee companies.

Finally, your article reffered to the Lynas project as “hazardous”. That statement is false and inflammatory, and we refer you to the recent IAEA Report which stated that the Lynas plant, once completed later this year, is expected to be safe and fully compliant with international standards.

A copy of the the IAEA Report is available from the IAEA website.

We are concerned that your article is part of a campaign by certain political figures, media outlets and other groups to distort the facts about Lynas. Your article inappropriately casts aspersions about the integrity of our operations and about the conduct of present and former public officials. It is time for the misinformation to stop, and for you to stop misleading the public for political purposes.

The writer is Lynas Corporation Ltd’s general counsel

Also read:

‘Dr M has vested interest in Lynas’

Editor’s note: The FMT article dated Sept 23 was based on a statement issued by Save Malaysia Stop Lynas (SMSL), a Kuantan-based movement to object the setting up of the Lynas plant in their neighbourhood

[doppio]

Antwort auf Beitrag Nr.: 42.138.580 von hongwidder am 27.09.11 09:05:28

sehr schön,

hier wird das detail von wegen der vermeintlichen verkäufe der HSBC ja endlich geklärt!

der kursverlauf von heute zeigt, daß es doch 'nur' die strolche waren, die hier ihr unwesen getrieben haben. - können einem ganz schön auf die nerven gehen.

aber an deren stelle würde ich mir auch nicht irgendwelche aktien vornehmen, sondern nur die besonders ergiebigen und trotzdem starken. - im prinzip ein ritterschlag für lynas.

[JoJo49]

Antwort auf Beitrag Nr.: 42.138.994 von doppio am 27.09.11 10:22:28

Dazu noch der Link und die Übersetzung:
http://www.freemalaysiatoday.com/2011/09/27/lynas-clarifies-…
Lynas clarifies Kencana link
September 27, 2011
FMT LETTER From Andrew Arnold, via e-mail
...
Your article also stated that HSBC Bank Australia has sold off shares in Lynas worth millions due to negative publicity. That statement is simply false and we request a retraction. We have confirmed that HSBC Bank Australia does not have any of its own money invested in Lynas shares.
...
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

LYC Lynas Corporation Limited
September 2011
27th OTCQX Quotation

http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6504…
1 of 1
27 September 2011

Lynas Corporation Limited to Commence
OTCQX Quotation of its Sponsored ADRs

Lynas Corporation Limited (“Lynas”) (ASX code: LYC) is pleased to announce that on 10 October 2011 it will commence OTCQX quotation of its U.S. traded sponsored ADRs.
To date Lynas ADRs have been traded in the Over-The- Counter (OTC) market in the U.S. OTCQX is the premier tier of the U.S OTC market. Lynas anticipates that OTCQX quotation will facilitate easier access and trading for U.S investors.
Lynas sees this as a progressive extension of its current ADR program sponsored by Bank of New York Mellon who will also act as the Principal American Liaison (“PAL”) for quotation of the company’s securities on the OTCQX International market in the U.S.
For further information please contact Alistair Reid or Liz Whiteway on [phone] or
visit www.lynascorp.com
For all media enquires please contact Michael Vaughan from FD on [phone]
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Grüsse JoJo

[JoJo49]

http://www.raremetalblog.com/2011/09/china-restricts-again.h…
Tuesday, September 27, 2011


China Restricts Again.



Fletcher said issues of quality of life, environmental quality and economic growth will "dominate our discussion in the years ahead". Also, China and the US "must collaborate to figure out how to deal with these problems in the future".

Two days into the new week, and two days of more news of environmental quality of life restrictions in China that are going to have a big impact on the rare metals sector, both in the immediate time frame and in the long term. The USA and the EU are both preparing to file a new joint World Trade Organisation complaint over China’s export restrictions and taxes on rare earth elements, supposedly no later than in November. But with China’s expanding environmental crackdown, now expanding into China’s notorious coal industry, China adds weight to its environmental defence case. Anyway, by the time the WTO gives its verdict China might have very little REEs to export, if China’s Ministry of Land and Resources actually implements establishing strategic reserves of rare earth resources.

Below, recent developments as reported by China Daily.

...
...
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

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


Grüsse JoJo

[JoJo49]

Basket Prices Etc
+
REO FOB Prices
https://sites.google.com/site/4lynasheads/

http://ceramics.org/ceramictechtoday/2011/09/08/enormous-rar…
Enormous rare earths crisis brewing: China shutting down 3 major dysprosium mines

Edited By Peter Wray • September 8, 2011

...
“There are efforts to kick off (dysprosium) production in Russia and Vietnam, but it will likely take at least five years,” said Nobuhiko Kawamura, general manager of Showa Denko KK’s rare-earths division. The firm, which produces dysprosium-based alloys in Jiangxi Province and elsewhere, sees potential for global dysprosium supply shortages in two to three years should China continue with its strict regulation of rare-earth production.
...
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

[VirtualNormann]

Antwort auf Beitrag Nr.: 42.138.580 von hongwidder am 27.09.11 09:05:28

Sehr interessanter Nebensatz im Brief:

and we refer you to the recent IAEA Report which stated that the Lynas plant, once completed later this year, is expected to be safe and fully compliant with international standards.

Für mich bedeutet das, dass man keineswegs von einer Verzögerung bis 2012 o.ä. ausgeht, sonst hätte man diesen "unbedeutenden" Nebensatz doch einfach weggelassen

Gruß Normann

[Biotechspezialx]

Ich halte mich an das Zitat von Rohstoffwelt:

(Denn die Australier gehören ohne Zweifel zum besten, was der Sektor zu bieten hat.)

Als Spekulative Mischung im Depot ein Muss""

Lynas Corp: Nochmaliger Kurs-Sturz nach Geschäftszahlen
26.09.2011 | 10:30 Uhr | EMFIS
RTE Sydney - (www.emfis.com) - Die Aktie des australischen Seltenen-Erden-Unternehmens Lynas Corp. hat sich in den letzten Handelstagen rund halbiert. Jetzt lieferte die Gesellschaft mit ihren Geschäftszahlen für das Wirtschaftsjahr 2010/11 neben den rückläufigen Preisen für Rare Elements eine weitere Erklärung für den massiven Kurs-Sturz.

Wie die Australier unlängst mitteilten, ist der Nettoverlust in 2010/11 um rund ein Drittel auf 57,3 Millionen Dollar angewachsen. Verantwortlich dafür war unter anderem die Produktionsaufnahme in der Mount-Weld-Mine, die dazu führte, dass die Betriebskosten der Lagerstätte um 87,5 Prozent auf 57 Millionen Dollar gestiegen sind.


Optimistisch für die Zukunft

Trotz der eher lauen Zahlen zeigt sich das Unternehmen in Bezug auf die künftige Geschäftsentwicklung durchaus optimistisch, da man mittlerweile von der Entwicklungs- in die Produktionsphase aufgestiegen ist. Im laufenden Geschäftsjahr will das Unternehmen mindestens 11.000 Tonnen an Seltenen Erden fördern und sofern die Preise für die begehrten Rohstoffe nicht völlig unter die Räder geraten, dürften die Zeiten der roten Zahlen bei Lynas Corp bereits in absehbarer Zeit der Vergangenheit angehören

Auch wenn die eher trüben konjunkturellen Aussichten nicht unbedingt für einen ungebremsten Fortgang der Seltenen-Erden-Rallye sprechen, können Fans dieses Segments die Aktie von Lynas Corp zu den momentanen Notierungen wenigstens auf ihre erweiterte Watchlist nehmen. Denn die Australier gehören ohne Zweifel zum besten, was der Sektor zu bieten hat.

Quelle:
http://www.rohstoff-welt.de/news/artikel.php?sid=30246

[JoJo49]

LYC Lynas Corporation Limited
September 2011
28th Change of Director`s Interest Notice
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6504…


http://www.seismicresearch.com.au/research/seis-matters-blog…

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

http://investorshub.advfn.com/boards/board.aspx?board_id=119…

ÜBER LYNAS CORP (kleine Rückschau)

...
...
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

Aktuell die Aktie: http://www.finanzen.net/aktien/Lynas-Aktie


Noch ein paar aktuelle Bericht/Nachrichten in und um das Thema Rohstoffe und deren Entwicklung:
http://www.finanzen.net/nachricht/rohstoffe/Interview-Jim-Ro…
INTERVIEW
Jim Rogers: Rohstoffe sind ein Bullenmarkt
...
Würden Sie gegebenenfalls auch Rohstoffe shorten?
Rohstoffe sind ein Bullenmarkt, da gehe ich nirgends short.
...

Grüsse JoJo

[JoJo49]

http://www.chinadaily.com.cn/bizchina/2011-09/27/content_137…
China steps up regulation of rare earth industry

Updated: 2011-09-27 09:14 (Xinhua])

BEIJING -- China said on Sept 26 it has launched an inter-provincial operation to better regulate the production of light rare earth metals in its latest effort to rein in illegal rare earth exploration.

The local governments of three regions where most of China's light rare earth metals exist will jointly crack down on the illegal exploration and production of light rare earths, the Ministry of Land and Resources said in a statement on its website.

The operation aims to "promote the protection and rational development of the country's rare earth resources and further regulate their production," said the ministry.

The three regions include the city of Baotou in northern China's Inner Mongolia Autonomous Region, Jining in eastern China's Shandong province and Liangzhou in southwestern China's Sichuan province, according to the statement.

The governments will also cooperate to better plan the development of rare earths and explore the establishment of strategic reserves of rare earth resources and rare earth trade centers, it said.

The move came after an inter-provincial operation launched by China last year to tighten the regulation of medium and heavy rare earth metals production in five provinces and regions in the south.

Rare earth metals are vital ingredients for manufacturing an array of sophisticated products, including cell phones, wind turbines, electric car batteries and missiles.

China now produces more than 90 percent of the world's rare earth metals but its rare earth reserves only account for about one-third of the world's total.

The country has suspended the issuance of new licenses for rare earth prospecting and mining, imposed production caps and export quotas, and announced tougher environmental standards for rare earth production in order to control environmental damage and protect the resources.

Despite government control, illegal production remains active, seeking profits from surging rare earth prices.

Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Grüsse JoJo

[JoJo49]

Eine aktueller Bericht aus dem HC-Forum der IHMO auch hierher gehört:
http://hotcopper.com.au/post_single.asp?fid=1&tid=1565128&ms…
lights, heavies, ntu? (Torpedo74)


Whilst LYC and Molycorp are certainly the king pins in the LREE sector I wonder will their rise to production spell the end for other LREE hopefuls? And how will LYC and Molycorp get exposure to the elusive bulk HREEs so as to capitalise on incredibly high prices fuelled by strong global demand as a way of making their businesses more profitable as the high demand for LREE wears off and prices tumble.

Dyprosium demand in 2015 for ONLY direct drive turbines and Hybrid vehicles is likely to be around 1800 tonnes. Total supply expected is 1900 tonnes. This supply equation does not take into account other uses such as military applications, lasers, personal electronics, optical applications, communication systems and any new applications which maybe be developed. A shortage of DY is inevitable as it's current price of $2,830/kg suggests.

There is actually very little or no hope of any new significant tonnages of Dyprosium being discovered and developed before 2020 due to the inherently long lead times of the REE industry. Assuming that all known potential sources of Dyprosium(not including China) come online at full capacity by 2017/2018 annual supply would be 1877 tonnes.
The only two projects with a confirmed timeline for start up production are Mountain Pass 2012(producing 0tpa Dy) and Mt Weld 2011 (producing 44tpa). As these two projects will more than likely supply the global shortfall in Lanthanum and Cerium production the expectation that the prices for those two elements are likely to decline substanially from current levels. Due to the formidable requirements of developing a REE project from resource inception to mining the market dynamics will probably only allow for one more player to sucessfully join Molycorp and Lynas as a major producer of LREE.
The long lead times, high capital costs, complexity of processing plants, essential technological and intellectual skills and intrinsically massive hurdles to entry will result in many projects from all around the world never being commissioned especially in the context of decling Cerium and Lanthanum prices.
It has been noted by some on Hot Copper that LYC have access to HREE through their Duncan project however this project has not been factored into either stage one or stage two - and the output of HREEs is stable between stage 1 & 2

The size of the Duncan resource is 366kt vs 1057kt at CLD.

Assuming LYC develops Duncan and uses the ore as feed, it would be reasonable to assume that annual production from there would be roughly 3000tpa - based on lower grade, smaller tonnage, lower recoveries and limited plant capacity (22kt/pa).

Assuming a 3000t/pa production rate from Duncan, LYC would produce the following:

La 23.9% 717 tpa
Ce 39.0% 1170 tpa
Pr 4.8% 144 tpa
Nd 18.0% 540 tpa
Sm 2.8% 84 tpa
Eu 0.77% 23.1 tpa
Gd 2.15% 64.5 tpa
Tb 0.29% 8.7 tpa
Dy 1.36% 40.8 tpa
Hm 0.21% 6.3 tpa
Er 0.46% 13.8 tpa
Th 0.04% 1.2 tpa
Yt 0.20% 6 tpa
Lu 0.03% 0.9 tpa
Y 5.30% 159 tpa

Dy and Y output is very modest and would have almost no impact on boosting Rest of World security of supply.

Fortunately for LYC holders the company has taken a strategic stake in NTU a nearby HREE exploration company. With an outstanding board which boasts the likes of Dudley Kingsnorth- an international leader in Rare Earth Elements (REE), with more than 20 years experience in the development, evaluation and marketing of Rare Earth Projects. Prior to his appointment as a Director, he had been consulting to Northern Minerals on the development of its REE projects in northern Australia. Mr Kingsnorth’s REE experience includes Managing Director of IMCOA, and editor for the last three Roskill REE Reports. George Bauk- Bauk has more than 20 years’ experience in the resources sector, having worked in both mining operational and corporate roles globally with a variety of companies including WMC Resources, Arafura Resources and most recently, from 2006 to 2009, Indago Resources (formerly Western Metals) as Managing Director. He has broad experience in the resource sector, including specific involvement in uranium and rare earths. Add to this the newly appointed Robert Sills who has considerable experience in identifying and negotiating global business opportunities in Australia, Asia and Europe, within the REE industry and other commodities. Through this he has a particularly strong commercial understanding and business network in some of the key REE Asian markets. He also has experience in the financial and commercial analysis of global commodity financial trends, supply chain dynamics and market drivers.
He most recently worked with Arafura Resources Limited, where he was sales and operational planning manager. Prior to this he was employed in senior commercial roles with Rio Tinto Alcan Limited and Rio Tinto Diamonds (Argyle Diamonds Limited).
This board coupled with some early exciting drill results enhanced by high dyprosium oxide percentages suggests that Lynas has pulled the right string and is strategically placed. Whilst a takeover of NTU by Lynas is probably a little premature you probably could not completely rule it out all together. Food for thought.& always DYOR...





--------------------------------------------------------------------------------
Holding- STB,CHZ, KRM, CRB, SUM, NTU, HCH, AOP, EZE,TVN
-------------------------------------------------------------------------------------------------------------------------

Dazu noch ein IHMO interessanter Marktbericht:
http://www.bloomberg.com/news/2011-09-28/demand-for-u-s-capi…
Demand for Capital Goods Climbs Most in Three Months

By Bob Willis - Sep 28, 2011 2:58 PM GMT+0200

...
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Grüsse JoJo

[doppio]

28.09.20011

HONG KONG — China’s commerce ministry announced on Tuesday in Beijing a steep reduction in export quotas for rare earth metals in the first months of next year , a move that threatens to cause further difficulties for manufacturers already struggling with short supplies and soaring prices.

http://metalnewsstream.com/2011/09/28/china-puts-pressure-on…

[JoJo49]

http://www.businessinsider.com/three-strikes-molycorp-strike…
Three Strikes: Molycorp Strikes Out in Washington

The Gold Report|Sep. 27, 2011, 4:00 AM

...
Finally, is it not passing strange that JP Morgan chose to issue this negative pronouncement on the eve of Bernanke's two-day conclave in Washington? Keep in mind that J.P. Morgan is being sued by individual silver investors who allege the bank "amassed an unfairly large position in silver futures and then used its position to drive down prices of silver and increase its own profits." (Wall Street Journal) This lawsuit may indeed throw into question good-old J.P.'s credibility as an impartial observer. Do not forget that our rare earth stocks have an incredibly large short-interest position. This is not the time to flee the battlefields in this vital sector.


Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Grüsse JoJo

[JoJo49]

Jeder Abschnitt sowie Chart ist mit links bzw. Bildern hinterlegt und sollte zur Info sorgfälltig angeklickt werden, natürlich nur wenn auch Intresse besteht.

Grüsse JoJo


http://m.faz.net/Rub58BA8E456DE64F1890E34F4803239F4D/Doc~E04…
Seltene Erden

Werden Preise von seltenen Erden geerdet?

...
...

Wann und wie stark setzen Subsitutionseffekte ein?

...
...

Illusion, die Preise hoch und die Kunden bei der Stange halten zu wollen

...
...

Zum Thema

Rohstoffe: Rhodiumpulver für den heimischen Tresor >

Seltene Erden: Verlockend und tückisch >

Rohstoffmärkte: UN-Studie fordert die Regulierung >

Rohstoffhandel: Hausse bei Seltenen Erden >

So investieren Anleger in Seltene Erden >

Cerium - den Namen muss man sich merken >

[FutureEarth]

Werte Lysianer,

wenn wir mal die politischen Faktoren herauslassen und nur mal rein auf Fakten von Eigenkapital, derzeitigem Minenwert mit einem durchschnittlichen Basket Preis (minus 20% vom jetzigen - weil ich denke das die Preise nochmals nach unten korrigieren...waren ja zu 90% aus politischen Gründen wie Expotbeschränkungen gestiegen) rechnen und den anstehenden Mengen mit beginnnend 11.000tonnen rechnen und dann mit 22.000tonnen rechnen mit welchen Kurs müsste dann Lynas fair bewertet werden ?

Wer traut sich diese Rechenaufgabe zu lösen.

Beste Grüße
FutureEarth

[Optimist_]

In der Tiefe und fachlich fundiert sicherlich mal eine interessante Abwechslung hier:

http://www.bloomberg.com/news/2011-09-28/rare-earths-fall-as…

Rare Earths Fall as Toyota, GE Develop Alternatives

Rare-earth prices are set to extend their decline from records this year as buyers including Toyota Motor Corp. (7203) and General Electric Co. (GE) scale back using the materials in their cars and windmills.

Prices for cerium and lanthanum, the most abundant rare- earth elements, will drop by 50 percent in 12 months, Christopher Ecclestone, an analyst at Hallgarten & Co. in New York, has forecast. Neodymium and praseodymium, metals used in permanent rare-earth magnets, may fall as much as 15 percent, he said.

Makers of electric cars, wind turbines and oil-refining catalysts have sought to reduce use of the metals after China, which supplies more than 90 percent of the market, said in July 2010 that it would cut exports and clamp down on the industry. That boosted prices, encouraging mining companies to develop new prospects and buyers to find alternatives.

“If you think you can keep raising the prices for those materials and still keep your customers, you’re crazy,” Jack Lifton, co-founder of Technology Metals Research, said in a telephone interview. “The principal customer for rare-earth metals is a global automotive industry using rare-earth permanent magnets. That industry will engineer this stuff out.”

Declines in August and September pared a five-month, fourfold surge that brought the average price for eight of the most widely used rare-earth oxides to a record 396,850 yuan ($62,068) a metric ton in July, data from consultant Shanghai Steelhome Information show. The average price declined 13 percent from its July peak as of Sept. 27.

Share Performance
The Bloomberg Rare Earth Mineral Resources Index dropped 41 percent in the last three months, led by a 60-percent decline in Montreal-based Quest Rare Minerals Ltd. (QRM) Great Western Minerals Group Ltd., which explores in North America, climbed 4.6 percent in the period and is the only gainer on the 17-member benchmark.

Rare earths have been pushed lower because of selling by speculators, Michael Gambardella, a New York-based analyst at JPMorgan Chase & Co., said in a report last week. Tsunami- related disruptions in Japan and dumping of unpermitted material in China have undercut prices, while industrial substitution has driven “demand destruction,” said Sam Berridge, a Sydney-based analyst at Royal Bank of Scotland Group Plc.

“A greater focus on recycling and substitution, particularly by Japanese consumers, has resulted in tightness of demand easing somewhat for the lighter rare earths,” Berridge said by phone.

‘Huge Savings’
Rising prices for the so-called light metals, such as neodymium and lanthanum, have prompted automakers including Toyota, Asia’s biggest automaker, to look at reducing the use of relatively powerful and expensive rare-earth magnets in their vehicles. Some Toyota vehicles will be built with an induction motor, which doesn’t use rare-earth magnets, said John Hanson, a Toyota spokesman in Torrance, California.

“Moving from a fixed-magnet motor to an induction motor is a huge savings with regard to rare-earth metals,” Hanson said by phone.

“The Japanese are leading the push to replace, reduce and recycle their rare-earths consumption,” said Dudley Kingsnorth, chief executive officer of Perth-based advisory Industrial Minerals Co. of Australia. “Users are recycling rare earths wherever they can, using them more efficiently, particularly in the magnet industry where they are producing powerful magnets with smaller volumes.”

GM’s Plans
General Motors Co. (GM), the largest U.S. automaker, plans to sell a Chevrolet Malibu Eco next year that uses an induction motor, and otherwise cut down on magnets that use a lot of rare earths.

“The magnets are like God’s gift to electric motors,” Pete Savagian, GM’s chief engineer for electric motors, said in a telephone interview. “But we don’t always need that level of magnet. Even at prices we saw three and four years ago, there’s a more economic alternative, albeit at slightly less efficient outcome.”

The largest portion of demand for rare earths, one third, comes from generating electricity, according to Bloomberg Industries.

In August, GE announced the development of wind-turbine generators that will reduce dependence on the rare-earth materials prevalent in so-called permanent-magnet machines. Some current offshore wind turbines may contain as much as half a ton of the metals, according to Bloomberg Industries analysis.

Gasoline Refining
“Everybody is going back to the drawing board and trying to redesign their generators to minimize the usage of permanent magnets,” said Steve Duclos, chief scientist and manager of material sustainability for GE Global Research. “In all of our businesses we’re looking to reduce our usage.”

W.R. Grace & Co. this year began selling an oil-refining catalyst with reduced lanthanum, a rare earth that has increased in price more than fourfold in the past year. Lanthanum improves the amount of gasoline refiners can extract from crude oil and is also used in hybrid-car batteries.

Half of the company’s customers had switched to the new formula, which offers the same performance and gives them “double-digit type percent decreases in their cost,” Grace Chief Financial Officer Hudson La Force III said on a conference call this month.

Companies that use cerium to polish glass, such as manufacturers of liquid crystal displays, will reduce their reliance on the element by as much as 70 percent this year by installing new polishing machines, said Jonathan Hykawy, an analyst with Byron Capital Markets in Toronto.

‘Demand Destruction’
“They made the decision to substitute operational expenditure with capital expenditure,” Hykawy said. “Even if the price of cerium goes back to $5 a kilo, they will continue to buy less cerium because the machines are there and they’ll save a little bit of money. That’s a quasi-permanent demand destruction for cerium.”

The development doesn’t worry Mark Smith, CEO of Molycorp Inc. (MCP), owner of the largest rare-earth deposit outside China.

Fluid-cracking catalysts have “always been one of the largest single markets for any of the individual rare earths,” Smith said in an interview at Bloomberg headquarters in New York. “We don’t see that deteriorating in any significant form.”

While rare-earth prices have fallen, demand will outpace supplies even with new mines in California and Australia expected to come online in 2014, Smith said.

“Like any market, you’re going to see up and down in the course of a month or two,” Smith said. “But the overall trend remains short supply, heavy demand.”

Magnetic Powders
The ability to substitute many rare-earth applications will be limited, said Constantine Karayannopoulos, CEO of Neo Material Technologies Inc. (NEM), a Toronto-based producer of rare- earths, magnetic powders and rare metals.

“All kinds of folks are trying to use alternative technologies,” he said by phone. “Longer-term, don’t expect these technologies to be in place this quarter or the next.”

GE’s Duclos says he has little doubt companies will find substitutes, sooner or later.

“It will depend on the element, it will depend on the usage, but getting 10-20 percent efficiencies out of the usage of an element is not that terribly difficult,” Duclos said. “What I don’t subscribe to is this idea that there’s nothing we can do.”

To contact the reporter on this story: Sonja Elmquist in New York at [e-mail].

[Optimist_]

Das sieht nach baldigem Showdown aus:

http://www.freemalaysiakini.com/?p=14050

‘Lynas has met with thousands of local residents’

..
The company was responding to a letter written by PKR’s Kuantan MP Fuziah Salleh to the Australian Securities and Investments Commission (ASIC) earlier this week alleging Lynas had committed “corporate fraud” by misrepresenting its actions to the investing public.

The claim was contained in her letter dated Sept 27, addressed to the New South Wales branch of the ASIC, citing Lynas’ second quarter report for the year ending June 30, 2011.

In Lynas’ report, the company outlined its strategies towards satisfying the 11 IAEA recommendations that must be satisfied before an operational licence is issued to the company by the Malaysian government.

Fuziah said three key recommendations, in particular, were to be satisfied pertaining to the submission of documents on a permanent waste disposal plan, a plant decommissioning plan and the intensification of communication with affected parties to “demonstrate how it will ensure the radiological safety of the public and the environment”.

..
“We regard this contradiction as an act of corporate fraud to mislead the investing public.

“By lying about its engagement with the public, Lynas understates the risk of revolt by the local residents when the Lamp is ready for production at the end of this year,” said Fuziah.

“The investing public has the right to access correct information to facilitate their decision making.

“Therefore, we urge the Australian Securities and Investments Commission to compel Lynas to issue a correction to its quarterly report, or to disclose all submitted documents to the public,” she added.

http://www.freemalaysiatoday.com/2011/09/29/fuziah-salleh-ha…

Fuziah Salleh has got her facts wrong

September 29, 2011 FMT LETTER

From Nick Curtis, via e-mail

I refer to the FMT article, ‘MP files complaint with Aussie commission’, and wish to say that the claims made by MP Fuziah Salleh are factually wrong.

Lynas has met with more than 3,000 local residents in Malaysia since it received the International Atomic Energy Agency recommendations to intensify its communications activities, and will continue to do so

Lynas is fulfilling its community consultation obligations, and claims to the contrary are factually wrong. Lynas has every confidence it is in compliance with its disclosure obligations.

MP Fuziah cites in her filing a Lynas Corporation quarterly report. There is a very important point to include: In response to Recommendation 9, one of the communications recommendations from the IAEA, Lynas clearly states: “The (Malaysian) government via AELB will make all related documents from Lynas publicly available.”

In line with this, the company (Lynas) submits all documents directly to the government for review, which then makes it available to the public. This makes no representation that Lynas will make those documents available to the public, nor should it.

The writer is Lynas Corporation’s executive chairman.

[JoJo49]

LYC Lynas Corporation Limited
September 2011
30th 5 Million Hours LTI Free
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6509…
1 of 1
30 September 2011

5 Million Hours LTI Free Achieved at Lynas Advanced Materials Plant

Lynas Corporation Limited (“Lynas”) (ASX:LYC, OTC:LYSDY) is pleased to announce a major milestone in achieving 5 million hours Lost Time Injury (“LTI”) free in the development and continuing construction of the Lynas Advanced Materials Plant (LAMP) in the Gebeng Industrial Estate, near Kuantan, Malaysia.

The Concentration Plant in Western Australia commenced feed of ore on 14 May 2011 and is performing well. First feed of concentrate at the LAMP is scheduled to be achieved in the fourth quarter of 2011. Lynas has received all required approvals to construct the LAMP, and is in the process of applying for all pre-operation and operation approvals.

Executive Chairman, Nicholas Curtis stated “Achieving this LTI free milestone is reflective of the company’s strong safety, health, environmental and community values and highlights our determination in achieving our goal of Zero Harm. Lynas will continually protect and contribute to the health and safety of our employees, business partners, the community and our environment. I congratulate all involved in achieving this major milestone.”

For further information please contact Alistair Reid or Liz Whiteway on [phone] or
visit www.lynascorp.com

For all media enquires please contact Michael Vaughan from FD on [phone]

Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


@ ein schönes WE

Grüsse JoJo

[VirtualNormann]

Lynas Sets New Benchmark In Rare Earth Industry

By Siti Hawa Othman

SYDNEY, Oct 2 (Bernama) -- Lynas Corporation Ltd is building a processing plant in Gebeng, Kuantan, according to a new standard never before seen in the rare earth history.

Executive Vice-President (Strategy & Corporate Communications) Dr Matthew James said the RM700 million Advanced Material Plant was based on a Chinese process but Lynas had worked on improving the environmental performance of the process by investing significantly in the gas and waste water treatment as well as solid residue management.

"And that is the type of investment that has not happened in China because they have not built those type of facilities operating of the same standards that Lynas has been operating.

"They don't treat waste water prior to discharge, they don't scrub and clean the gas prior to discharge," he told Bernama in an exclusive interview at Lynas headquarters here.

Nevertheless, he added that things were changing and improving in China with the largest rare earth corporation Baotao recently announcing a US$150 million investment for its waste water/gas environmental programme.

China produces over 90 per cent of the world's rare earth and had imposed a 40 per cent cut to its export quota for 2010 which led to global shortage and soaring prices.

"We are setting a new benchmark in the industry.

"So when people look the legacy of plants, such as plants in China or plants built in the 80s in Bukit Merah, it's a different starting material that was used and a different process in terms of environmental protection that was used as well," he said.

Lynas was formerly a gold mining company in the 1980s before a new management took over and consolidated the company in 2002.

It is building a plant in Gebeng to process rare earth products, using raw materials sourced from its mine in Mount Weld, Western Australia, which is about 600 kilometres from Perth.

The raw material will be first processed at its concentration plant at the mine site and will be turned into concentrates for export to Malaysia.

The concentrates will have about 37 per cent rare earth oxide (REO) content and these will be shipped to the Gebeng plant once Lynas gets the pre-operating licence.

James said studies by experts showed that the Gebeng plant was safe and would not pose any hazard to the community and environment.

"They are world experts in the area of health, safety and environment for radioactive residue, which I believe is what people have been concerned most.

"The information that has been circulated within the community by people who are not experts, is not correct. I encourage them (the community) to listen to the experts to understand this issue and take on board what they were saying because they are very knowledgeable in this area," he said.

He said the concentrates to be shipped to Malaysia were non-hazardous, not radioactive and were not considered dangerous goods by transportation standards.

These concentrates will be exported via Port of Freemantle, put on container ship to Port of Singapore and transferred to smaller ships to Kuantan.

-- BERNAMA

Quelle: http://www.bernama.com/bernama/v5/newsbusiness.php?id=617144

Wünsche einen schönen Feiertag morgen

Gruß Normann

[JoJo49]

http://www.finanzen100.de/dossier/Seltene+Erden/
Seltene Erden Dossier

Begriffserklärung

Seltene Erden ist ein Oberbegriff für eine Gruppe von Metallen beziehungsweise chemischen Elementen. Der Markt für diese Seltenen Erden hat sich in den vergangenen Jahren enorm entwickelt und ist stark angewachsen. Zur Verwendung kommen die Seltenen Erden vor allem in zahlreichen Schlüsseltechnologien. Die mit Abstand größten Vorkommen befinden sich in China, genauer gesagt im Bereich der Inneren Mongolei, wo etwa 95 Prozent der weltweit vorhandenen Seltenen Erden gefördert werden. Immer wieder gibt es allerdings Befürchtungen, dass es aufgrund der chinesischen Exportpolitik zu Engpässen kommen könnte. Allerdings haben in den vergangenen Jahren zahlreiche Bergbauunternehmen neue Förderungen von Seltenen Erden angekündigt und dafür teilweise bereits stillgelegte Minen wieder reaktiviert, sodass sich die Knappheit an Seltenen Erden wieder legen sollte.

Nachrichten:

"Seltene Erden" werden jetzt in der Industrie tatsächlich rar

Rohstoffe: Bislang war die Industrie auf ,,Seltene Erden" angewiesen. China hat hier fast eine Monopolstellung und diktierte die...
heute 05:25 • Wirtschaftsblatt

Seltene Erden – Warum ist der Sektor plötzlich unter Druck und Wie geht es weiter?

Seltene Erden – Warum ist der Sektor plötzlich unter Druck und Wie geht es weiter? Drei Gründe und ein Ausblick Die heftige...
01.10.2011 • Wallstreet Online

usw.


@ noch einen schönen Feiertag

Grrüsse JoJo

[DJHLS]

Heute gibt es über XETRA die Lynas-Aktien fast zum gleichen Preis wie zum handelsschluß in Australien.

Die Aktie ist m. E. mittlerweile günstig geworden. Eingepreist wird hier ein Rückgang der Nachfrage infolge einer weltweiten Rezession und damit einhergehend niedrigerer Nachfrage nach seltenen Erden.

Bei der Letzten Finanzkrise hat man aber gesehen, dass gerade China in einer solchen Krise die neidrigen Preise ausnutzt, um strategische Rohstofffe zu kaufen und notfalls zu horten. Westliche Konzerne werden das ebenfalls machen.

[VirtualNormann]

Lynas Malaysia

Any water discharged by Lynas will not exceed the standard specified by AELB of 1 Bq/L, as stated in the RIA. The limits set by AELB are within the range of concentrations allowed in drinking water by both the Australian government and the World Health Organization.

http://www.facebook.com/lynasmalaysia

[VirtualNormann]

China to Shift More Responsibility to North American and Australian Rare Earth Explorers
The Bedford Report Provides Equity Research on Lynas Corp & Great Western Minerals

NEW YORK, NY, Oct 04, 2011 (MARKETWIRE via COMTEX) -- Rare Earth stocks took a noticeable hit last month after JP Morgan analyst Michael Gambardella warned that this year's massive run-up in rare earth prices was being driven by speculation. Outside North America, officials from China -- who essentially controls a monopoly on the rare earth sector -- argue that rare earth prices are likely to remain high, however. The Bedford Report examines the Rare Earth Elements Industry and provides stock research on Lynas Corporation (pinksheets:LYSCF) (asx:LYC) and Great Western Minerals Group Ltd. CA:GWG -5.09% (pinksheets:GWMGF). Access to the full company reports can be found at:

www.bedfordreport.com/LYSCF

www.bedfordreport.com/GWG

Li Zhong, the vice-general manager of top producer Baotou Steel Rare-Earth Hi-Tech Holding, told a conference organised by Metal Pages that China's role as the dominant global supplier of rare earths will gradually come to an end as the industry focuses more on the domestic market. Zhong argues that it is now "unrealistic" for rare earth prices to fall back to previous levels as Beijing tightens the sector.

Xu Xu, the chairman of the China Chamber of Commerce of Metals, Minerals and Chemicals Importers and Exporters, explains that he hopes "other countries would share the burden" of rare earth production after depending on China's overmined deposits for a decade. China has argued that previous production and export levels were not sustainable in the long term, and have decimated parts of the nation's environment.

The Bedford Report releases regular market updates on the industrial metals sector so investors can stay ahead of the crowd and make the best investment decisions to maximize their returns. Take a few minutes to register with us free at www.bedfordreport.com and get exclusive access to our numerous analyst reports and industry newsletters.

Rare Earth miners worldwide are finally responding to the rally in prices. Australia, South Africa, Alaska, Canada and Sweden are considered to have the leading mines in terms of quality outside of China.

Rare earth metals miner Great Western Minerals Group's most recent quarterly net loss widened despite a surge in revenue, hurt by a stock-based payout and a written-off asset. April-June net loss widened to C$3.6 million ($3.7 million), or 1 Canadian cent per share, from C$1.5 million, or half a Canadian cent per share, a year ago.

Report from Reuters claim that Lynas Corporation aims to meet 20 percent of world demand for rare earths from its operations in west Australia.

The Bedford Report provides Market Research focused on equities that offer growth opportunities, value, and strong potential return. We strive to provide the most up-to-date market activities. We constantly create research reports and newsletters for our members. The Bedford Report has not been compensated by any of the above mentioned publicly traded companies. The Bedford Report is compensated by other third party organizations for advertising services. We act as an independent research portal and are aware that all investment entails inherent risks. Please view the full disclaimer at http://www.bedfordreport.com/disclaimer

Quelle: http://www.marketwatch.com/story/china-to-shift-more-respons…

[Optimist_]

http://www.moneymorning.com.au/20111004/whats-the-biggest-mi…

What’s The Biggest Mistake Most Investors Make?
by Greg Canavan on 4 October 2011

...
For example, Lynas Corporation [ASX: LYC] is a rare earths miner. Today it’s trading at 93 cents. But back in April it was selling for $2.60 a share – the stock price has dropped 61%! What happened?
The volatility in the market hasn’t helped. But JP Morgan’s downgrade of fellow rare earths miner Molycorp [NYSE: MCP] was the real catalyst for the price fall. It started a big ball of negative sentiment rolling. Bankers, traders and retail investors began bailing out of rare earths stocks. They short sold the sector. All on the back of negative sentiment – the fundamentals for the rare earths market hadn’t changed. China still controls more than 95% of the rare earths market. Making matters worse, China is expected to offer a paltry 30% of its 93,800 tonnes of rare earths to the export market. And rare earth demand is tipped to reach 185,000 tonnes in four years.

But the power of this negative sentiment sparked by JP Morgan’s re-rating of Molycorp pushed the share price of Lynas deeper into the red. Even though the average price for Lynas’s assets – its rare earths – was up 31% in the third quarter!

Here’s the thing. Using the price-to-book value, you can see through the market sentiment and get a clearer picture of the company’s asset value.
Lynas has a P/B value of 2.98.

Now, for the value investor, a company with a P/B of less than one tells you one of two things. Firstly, it could be that the market feels the asset value is inflated. Or secondly, the company has a lousy return on its assets.

The higher a company’s profitability, the higher the P/B value will be. And at 2.98 Lynas is sitting pretty.

This is why I focus on profitable companies.

Over time, it’s a much lower risk way of building wealth than trying to chase the market up or bail out on the way down.

A company’s true value has nothing to do with sentiment. If you understand this and have the right temperament, you’re well on the way to becoming a very successful investor.

Greg Canavan
Money Morning Australia

http://www.buysellsignals.com/10211307

[Optimist_]

http://online.wsj.com/article/SB1000142405311190426550457656…

Oil, Gold...Rare Earths?

The raw-materials rally that has driven investors to load up on gold, crude and wheat is also sparking interest in funds tied to relatively obscure commodities such as lithium, uranium and rare earths.

Investors have poured hundreds of millions of dollars into a handful of exchange-traded funds linked to those materials over the past year or so. But betting on these kinds of industrial building blocks presents some unusual challenges and risks.

Trying to replicate the price swings in underlying materials through an ETF is challenging because there are typically no futures markets for these substances, as there are for more commonplace materials. Holding the physical goods is often impractical as well. As a result, many funds instead concentrate rare-earth and other exotic-metals plays on related stocks, which can rise or fall independently of the commodities.

The fortunes of some of these materials—and the companies that work with them—can change suddenly. After Japan's nuclear disaster in March, two ETFs that hold uranium-related stocks plunged amid a clouded outlook for nuclear energy and haven't recovered to date. In addition, uncertainty about the global economy has caused prices of some rare earths to fall by double-digits in percentage terms in recent months, according to market participants.

Investors who accept the risks are generally buying into a thesis that's been applied to a broad range of commodities in recent years—that rapid economic growth in emerging markets is pushing up demand and suppliers are struggling to keep up. Indeed, some basic commodities have leaped in price, but some of the biggest increases are related to lesser-known materials.

While oil costs a little more than twice what it did at the low point in 2009, for instance, the price of neodymium—one of a group of rare-earth elements used in high-tech products and advanced weaponry—was recently up 23-fold over a similar period, according to American Elements, a Los Angeles manufacturer that uses rare earths.

A Step Removed
Van Eck Global last year launched Market Vectors Rare Earth/Strategic Metals. What qualifies as a "strategic" metal is "a little subjective," says marketing director Edward Lopez. But instead of buying the metals, the fund buys shares in companies that get at least half their revenues—or have that potential—from rare earths or materials such as titanium and tungsten.

...

[JoJo49]

LYC Lynas Corporation Limited
October 2011
5th Change in substantial holding
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6515…


http://www.spiegel.de/wissenschaft/technik/0,1518,788598,00.…

04.10.2011

Internes Strategiepapier

EU schmiedet Eliteteam gegen Rohstoffkrise

Aus Straßburg berichtet Axel Bojanowski

Firmen gehen die Hightech-Metalle aus - jetzt reagiert Europa: Einem internen Papier zufolge baut die EU an einem Netzwerk, das die kostbaren Substanzen beschaffen soll. Hausmüll kommt dabei eine wichtige Rolle zu.

...
...

Grüsse JoJo

[JoJo49]

http://www.faz.net/aktuell/wissen/physik-chemie/rohstoffe-be…
Rohstoffe
Begehrte Metalle im Tiefseeschlamm

Im Pazifikboden stecken größere Vorkommen an Seltenen Erden. Die Gewinnung der etwa für Handys wichtigen Gruppe von insgesamt 17 Elementen ist aber aufwendig und mit Umweltrisiken verbunden.
Von Uta Bilow

...
Schlechte Erfahrungen

Außerdem stehen einem Tiefsee-Bergbauprojekt massive ökologische Bedenken im Wege. Harald Elsner verweist auf die Erfahrungen mit dem Abbau von Manganknollen. Auf dem Grund des Pazifiks liegen große Mengen dieser einer verschrumpelten Kartoffel nicht unähnlichen Knollen, die Buntmetalle wie Kobalt, Nickel und Kupfer enthalten - begehrte Rohstoffe für die Stahl- und Elektroindustrie. Vor etwa 30 Jahren begann man mit der Erkundung, wie man die Knollen heben kann. Die damaligen Versuche haben jedoch schwere Schäden hinterlassen. Meeresbiologen schlugen Alarm, dass die mechanische Bearbeitung des Meeresbodens und das aufgewirbelte Sediment das Leben auf dem Meeresgrund zerstören. Die Internationale Meeresbodenbehörde der Vereinten Nationen hat daraufhin strenge Vorschriften für weitere Explorationen erlassen. "Diese Manganknollen kann man wenigstens greifen", sagt Elsner. Das nun untersuchte Sediment enthält hingegen höchstens 0,2 Prozent Seltene Erden. "Der Rest ist Schlamm, der nach der Abtrennung wieder in die Tiefe gebracht wird. Dieser Schlamm wird alles Leben da unten ersticken."


Buchempfehlung: http://www.financebooks.de/xist4c/web/Crashkurs-Rohstoffe_id…
Crashkurs Rohstoffe
Geld verdienen mit Gold, Öl, Seltenen Erden & Co. - Das Grundlagenwerk für Rohstoff-Investoren
...
Dem Boomsektor Seltene Erden ist dabei ein eigenes Kapitel gewidmet. Hier erfahren die Leser nicht nur alles über die Marktmacht Chinas, sondern auch, welche westlichen Unternehmen eine Chance haben, das Quasi-Monopol aufzubrechen. Und ganz wichtig: Wie Anleger dieses Wissen in bares Geld ummünzen können.



http://www.wallstreet-online.de/nachricht/3485781-molycorp-e…
Molycorp Endlich auch schwere Seltene Erden aufgespürt

Autor: EMFIS | 05.10.2011, 08:09

...
Noch viel Explorationsarbeit

Zur Stunde wäre es jedoch noch viel zu früh, um bereits die Champagnerkorken knallen zu lassen. Schließlich steht die Suche nach schweren Seltenen Erden in dem Gebiet noch am Anfang und Molycorp wird noch unzählige Test-Bohrungen vornehmen müssen, um die Ergebnisse der Bodenproben zu bestätigen. Das wird mit Sicherheit noch einige Jahre dauern, so dass sich die Auswirkungen auf den Gewinn der Amerikaner bis auf weiteres in Grenzen halten dürften.

Nichtsdestotrotz ist die Identifizierung schwerer Seltener Erden für Molycorp grundsätzlich eine sehr gute Sache. Ob in dieser Hinsicht allerdings etwas Zählbares herauskommt, bleibt abzuwarten.


Grüsse JoJo

[Optimist_]

http://finance.yahoo.com/news/Molycorp-CEO-Heavy-Metal-Baby-…

Molycorp CEO: Heavy Metal, Baby

http://www.marketwatch.com/story/molycorp-strikes-rare-earth…

Oct. 4, 2011, 8:17 p.m. EDT
Molycorp strikes rare-earth elements in California

By John Kell
--Molycorp says samples were taken from two-mile stretch of land in California

--Company owns the rights to mine this region

--Production could begin in a year or two; regulatory approval still needed

NEW YORK (MarketWatch) -- A handful of samples that Molycorp Inc. /quotes/zigman/595467/quotes/nls/mcp MCP -3.01% took from a two-mile stretch of land in Southern California showed three rare-earth elements that potentially could be produced by the mining company.

Executive Vice President and Chief Technology Officer John Burba told Dow Jones Newswires that production of the deposits could begin within a year or two if a team determines the concentration of the minerals warrants an extraction process.

"This is one of three deposits we are looking at," Burba told Dow Jones Newswires. The findings were disclosed Tuesday at the Department of Energy's trilateral conference on rare-earth elements in Washingon, D.C.

Burba said the company took 26 surface samples at a stretch of land that is located within four miles of the company's Mountain Pass operation, and will launch spectral analysis as a guide to help Molycorp determine where to drill. The company will then analyze the concentration of the rock cores to better understand what the ore body looks like.

From there, Molycorp can determine how many tons of the materials are found in the land, and thus can put together a mining plan. Burba said Molycorp owns the rights to mine in the region, but would need regulatory approval from a number of government agencies before it could begin production.

The elements that were discovered included dysprosium, which extends the temperature range in which a magnet can be used. Burba said the market for dysprosium is very small, with only 2,000 metric tons globally produced in a year.

Molycorp also discovered terbium and europium, which are primarily used to transmit green and red colors, respectively, on a smartphone or computer screen. Terbium also potentially can be used in magnets.

The company, which was formed in 2008 to purchase a California mine from Chevron Corp. (CVX), went public last year and is in the process of a $781 million modernization and expansion project at its Mountain Pass facility. It expects an annual production rate of 19,050 metric tons by the end of 2012.

Molycorp reported improved results for the first two quarters of the year due to higher sales volume and a jump in rare-earth prices. In the second quarter, Molycorp's results also benefited from the contributions of two subsidiaries the company acquired in April.

But Molycorp's shares have slid more than 50% since the beginning of August on concerns that prices for rare earths have moderated in recent weeks after a strong two-year run. Rare earths are used in high-tech electronics and defense and other applications.

...

http://www.nytimes.com/2011/10/04/business/molycorp-to-annou…

By KEITH BRADSHER
Published: October 3, 2011
Molycorp Set to Announce a Rare Earth Rediscovery

An all-but-forgotten rocky outcropping in Southern California contains ore that could help break the country’s dependence on China for certain types of rare earth metals, according to the only American producer of rare earths.

The deposit contains so-called heavy rare earths, according to the company, Molycorp, which plans to announce its finding Tuesday at a conference in Washington sponsored by the Energy Department, the European Commission and Japan’s trade ministry.

..

Through the 1980s, Unocal employed more than 40 full-time geologists to scour the world for rare earth deposits and analyze them. After Chevron acquired Unocal in 2005, it spun off the rare earth division as Molycorp, which now has geologists sifting through the archives. Their work eventually prompted a new look at Mountain Pass.

Molycorp has watched as automakers like General Motors and Toyota and a variety of chemical companies have said in the past month that they were looking at ways to reduce sharply their rare earth usage. Lightweight electric motors for hybrid cars can be designed without rare earths, for example, although with some sacrifice of power and efficiency.

Dudley Kingsnorth, a consultant and retired top industry executive whose rare earth supply and demand models are widely used, last month reduced his forecast of demand in 2015 to 170,000 tons, from 190,000 to 195,000 tons.

That reduction, combined with a shift of factories using rare earths to China from the West and Japan, has contributed to a steep decline in prices for the 17 rare earth elements — even the heavy types. Prices have fallen by about one-fourth since July, after rising several fold in the first half of this year, according to Metal-Pages, an industry data firm in London.

Molycorp has ambitious plans to become the world’s largest single producer of light rare earths by the end of 2014, overtaking Lynas of Australia, which hopes to open a large refinery in Malaysia later this year.

Gefunden ist noch nicht aufbereitet wie wir alle wissen. Bin gespannt wie sich der Konkurrenzkampf fortsetzt.

[JoJo49]

http://online.wsj.com/article/SB1000142405297020429450457661…
OCTOBER 5, 2011, 6:18 P.M. ET.
Pentagon Says China Hold on Key Elements Is Risky

By NATHAN HODGE

WASHINGTON—A new Pentagon report to Congress puts the spotlight on the U.S. military's critical dependence on materials know as rare-earth metals and recommends alternatives to Chinese sources of supply.

The report, an annual assessment of the health of the U.S. military's manufacturing base, features a section that focuses on a potential Achilles' heel for the U.S. military: its reliance on rare-earth metals for manufacturing high-end weaponry.

At issue is a group of 17 elements with unique magnetic properties that are vital to 21st century consumer technology, found in everything from smart phones to hybrid car batteries.

The elements are also essential to modern warfare. High-end weapons such as precision-guided bombs and advanced fighter aircraft depend on components built with lightweight, rare-earth magnets, as do night-vision goggles and targeting lasers.

China produces more than 95% of the world's rare-earth oxides, and the country's near-monopoly in mining and processing them has raised alarms in Washington, particularly following Beijing's moves last year to impose export quotas on them.

"It is essential that a stable non-Chinese source of REO [rare earth oxides] be established so that the U.S. RE supply chain is no longer solely dependent on China's RE exports," the report, made public Tuesday, states.

Last year, the Defense Department launched a comprehensive study to examine the potential national security vulnerabilities of U.S. rare-earth material dependency. That study has not been released to the public. But this latest report shows that the Pentagon has already launched an effort to identify U.S. companies that could process rare-earth oxides into metals. It also says defense agencies have studied the risk of potential supply disruptions.

The Pentagon report to Congress offers several concrete recommendations to reduce the military's vulnerability to interruptions in rare-earth supplies. Among other things, it recommends that a defense agency that oversees strategic stockpiles develop "risk mitigation strategies" for some elements, including dysprosium, yttrium, praseodymium and neodymium.

It also suggests that weapons manufacturing could take priority over commercial production in some cases. The Pentagon, it states, "should develop ...[a] communications plan so that throughout the industry it is understood that DoD [Defense Department] product applications are to receive higher priority and response than commercial product applications."

The report mirrors some of the recommendations forwarded by the Center for a New American Security, a centrist think tank with ties to the Obama administration. The center published a report this year urging the U.S. government to come to grips with the implications of China's hold over rare-earth supply. In recent congressional testimony, Christine Parthemore, the study's author, said China's dominance of rare-earth production gave it "incredible leverage over the rest of the world."

Will Rogers, a research associate at the think tank, said the Pentagon report sent a "good signal" to encourage development of new supply chains that are not dependent on China.

A next step, he said, might be to encourage military suppliers to disclose supply-chain issues or interruptions that they might encounter to the Defense Department, as part of their business with the military.

"It would be great if the companies were proactive about it, instead of being forced by DLA [the Defense Logistics Agency] to comply with contractual requirements to disclose their supply chain," he said.

Lawmakers are already taking note of the issue. This year, Rep. Mike Coffman (R., Colo.) introduced legislation to help spur U.S. production of rare earth metals.

"I think it's very positive that the Department of Defense has publicly acknowledged that there is a potential problem in our reliance on China," Rep. Coffman said.

Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

... und noch eine aktuelle Einschätzung zu Lynas aus dem HC-Forum:
http://hotcopper.com.au/post_single.asp?fid=1&tid=1571486&ms…
investment analysis (bythebay)
...

Fundamental investment analysis is about risk vs reward so where. Are we at right now;

worst case scenario - No lamp approval ever
Under this scenario lyc own a fully working concentrator at mt weld plus the value of the resources in the ground plus signed up customer contracts
Concentrator 150m
Resource plus customer contracts 500m
Salvage value of the lamp 75m
Total maybe $725m
So somewhere in the 45 to 50 c range
Here lyc would need to be doing another cap raising to build a plant in aus and another 12 month process
I rate this probability very small
Base case scenario - lamp gets approved
Here at re price of 45kg less costs 15kg thers profit of us$660m or about 40c share.
Base case valuation $3.20

Upside valuation
With re prices at 140kg and even inside china prices of $75kg then first mover advantage means 2 to 3 years super profits which can add $1 plus per share in cash alone.
Also at a more realistic $60kg then earnings per share more like 60c
Upside valuation $6

So currently there is a 50c risk on no lamp approval vs at least that on announcement alone IMHO. The rest will come once it's producing and there is a time line of 3 months before the lamp is operational and 6 months before it's cranking.

Good luck to all


... dem schließe ich mich an!

Grüsse JoJo

[Tilly533]

http://www.spiegel.de/wissenschaft/technik/0,1518,788598,00.…

[JoJo49]

LYC Lynas Corporation Limited
October 2011
7th Luisa Catanzaro Appointed Chief Financial Officer
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6518…
7 October 2011
Luisa Catanzaro Appointed Chief Financial Officer

Lynas Corporation Limited (“Lynas”) (ASX:LYC, OTC:LYSDY) is pleased to announce that Luisa Catanzaro will commence as the Chief Financial Officer of Lynas on 12 December 2011.

...
...
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 42.181.503 von JoJo49 am 07.10.11 01:27:32

Jobs gesucht?

Jobs in Malaysia
http://translate.google.de/translate?hl=de&sl=en&u=http://da…

http://danujobs.com/malaysia/job-category/accounting/page/4
...
Warehouse Executive*
JMY400003000653699 Lynas Malaysia Sdn Bhd In line... the responsibility of Supply Chain department in Lynas Malaysia To ensure effective and efficient control...
Location: Pahang Darul Makmur
Posted on: Sat, 24 Sep 2011 by Lynas Malaysia Sdn Bhd

Order Processing Team Leader*
JMY400003000653703 Lynas Malaysia Sdn Bhd In line... Responsibilities: Coordinate with all parties in Lynas for Finished Products delivery related issues...
Location: Pahang Darul Makmur
Posted on: Sat, 24 Sep 2011 by Lynas Malaysia Sdn Bhd

Mechanical Supervisor*
JMY400003000653697 Lynas Malaysia Sdn Bhd In line... Jobs, Engineering Jobs , Others. Jobs provided by Lynas Malaysia Sdn Bhd Keywords: Mechanical Chemical...
Location: Pahang Darul Makmur
Posted on: Sat, 24 Sep 2011 by Lynas Malaysia Sdn Bhd

Procurement Executive*
Date 05-Sep-11 JobsDB Ref. JMY400003000653700 Lynas Malaysia Sdn Bhd In line with our expansion... Jobs. Jobs provided by Lynas Malaysia Sdn Bhd...
Location: Pahang Darul Makmur
Posted on: Sat, 24 Sep 2011 by Lynas Malaysia Sdn Bhd

Financial Accountant*
JMY400003000653701 Lynas Malaysia Sdn Bhd In line... Jobs, Financial Services Jobs . Jobs provided by Lynas Malaysia Sdn Bhd Keywords: Fianance Accountant...
Location: Pahang Darul Makmur
Posted on: Sat, 24 Sep 2011 by Lynas Malaysia Sdn Bhd

Costing Analyst*
JMY400003000653702 Lynas Malaysia Sdn Bhd In line... Analysis Jobs , Data Analysis Jobs. Jobs provided by Lynas Malaysia Sdn Bhd Keywords: Costing Analyst...
Location: Pahang Darul Makmur
Posted on: Sat, 24 Sep 2011 by Lynas Malaysia Sdn Bhd

QA Engineer*
JMY400003000653698 Lynas Malaysia Sdn Bhd In line... Jobs, Testing Jobs, ISO Jobs. Jobs provided by Lynas Malaysia Sdn Bhd Keywords: Quality Assurance...
Location: Pahang Darul Makmur
Posted on: Sat, 24 Sep 2011 by Lynas Malaysia Sdn Bhd


--------------------------------------------------------------------------------


@ ein schönes WE


Grüsse JoJo

[JoJo49]

http://angkatanmuda.net/?p=554

Police disrupt 2,000-strong anti-Lynas rally

Posted on dOctober 9, 2011 by admin in Blog, Semasa

Police interference failed to dampen the spirit of the “Green Solidarity 109″ rally as some 2,000 participants thronged the beach at Taman Gelora, Kuantan, in support of communities threatened by the destruction of their environmental.

The rally was cut short by half an hour after police moved in to prevent its speakers from making their speeches.

Organised by a coalition of environmental NGOs, the event had initially been granted a permit but it was withdrawn last night in favour of a national service event.

Local council officers moved in on the same night to dismantle all tents set up by rally organisers on the premise that the structures were “illegal”.

109 kuantan green solidarity 091011 17″In a democratic country, the people have the right to stand together to express our views. We are so disappointed that they withdrew our permit. This is not right,” said Sabah Environment Protection Association (SEPA) president Wong Tack.

Despite the ‘illegal’ status, the rally was allowed to proceed by the beach until 8.30am under the watchful eyes of some 50 police officers, after which the latter moved in to stop the speakers as additional Light Strike Force units manned the beach.

...

Later the crowd sat by the beach to recite the Earth Charter pledge followed by the singing of the national anthem and speeches from representatives from several environmentalist groups.

The massive crowd took about 30 minutes to disperse in an orderly manner under the hawk eyes of the police.

Source : Malaysiakini

Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


@ noch einen schönen Restsonntag


Grüsse JoJo

[doppio]

http://www.smh.com.au/business/japan-inc-pens-in-strategic-c…

[JoJo49]

LYC Lynas Corporation Limited
October 2011
10th Appendix 3B
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6521…


What are their prices?
10/10/11 - Av. Mt Weld Composition 140.64US$/kg auf FOB Chinabasis
http://www.lynascorp.com/page.asp?category_id=1&page_id=25

@ eine erfolgreiche Woche

Grüsse JoJo

[VirtualNormann]

Lynas Corporation Ltd. Joins OTCQX

NEW YORK, Oct. 10, 2011 /PRNewswire via COMTEX/ -- OTC Markets Group Inc. (otcqx:OTCM), the financial information and technology services company that provides the world's largest electronic marketplace for broker-dealers to trade unlisted stocks, today announced that Lynas Corporation Ltd. (otcqx:LYSDY)(asx:LYC), an ASX 100 listed company focused on Rare Earth minerals, has chosen to have its American Depositary Receipts (ADRs) traded on the highest tier of the OTC market, OTCQX®.

"Investors prefer the quality-controlled admission process on OTCQX which identifies the segment of OTC companies focused on valuation and transparency," said R. Cromwell Coulson, President and Chief Executive Officer of OTC Markets Group. "We are pleased to welcome Lynas to OTCQX."

Lynas began trading today on the OTC market's highest tier, OTCQX International Premier. Investors can find current financial disclosure and Real-Time Level 2 quotes for the Company on www.otcqx.com and www.otcmarkets.com .

BNY Mellon will serve as Lynas' Principal American Liaison ("PAL") on OTCQX, responsible for providing guidance on OTCQX requirements.

About Lynas Corporation Ltd.

Lynas Corporation Ltd. (otcqx:LYSDY)(asx:LYC) trades in the United States on OTCQX under the symbol "LYSDY", where each ADR represents 1 ordinary share. Lynas Corporation Ltd is an ASX 100 listed company, with the strategy to create a reliable, fully integrated source of Rare Earths from mine through to market, and to become the benchmark for security of supply and a world leader in quality and environmental responsibility in the global Rare Earths industry.

About OTC Markets Group Inc.

OTC Markets Group Inc. (otcqx:OTCM) operates the world's largest electronic marketplace for broker-dealers to trade unlisted stocks. Our OTC Link(TM) platform supports an open network of competing broker-dealers that provide investors with the best prices in over 10,000 OTC securities. We categorize the wide spectrum of OTC-traded companies into three tiers - OTCQX (the quality-controlled marketplace for investor friendly companies), OTCQB® (the U.S. reporting company marketplace for development stage companies), and OTC Pink(TM) (the speculative trading marketplace) - so investors can identify the level and quality of information companies provide. To learn more about how OTC Markets Group makes the unlisted markets more transparent, informed, and efficient, visit www.otcmarkets.com .

Subscribe to the OTCQX RSS Feed

SOURCE OTC Markets Group Inc.

Copyright (C) 2011 PR Newswire. All rights reserved

http://www.marketwatch.com/story/lynas-corporation-ltd-joins…

[JoJo49]

http://www.wiwo.de/politik-weltwirtschaft/merkel-reist-mit-m…
Mongolei-Besuch
Merkel reist mit Milliardenvertrag im Gepäck
dpa und Reuters | Quelle: Handelsblatt Online
08.10.2011

Bei dem möglichen Deal geht es um viel Kohle: Beim Besuch von Kanzlerin Angela Merkel nächste Woche in der Mongolei soll möglicherweise ein Milliardenvertrag mit der deutschen Bergbauindustrie unterzeichnet werden.

...


http://www.automobil-industrie.vogel.de/werkstoffe/articles/…

10.10.2011 | Autor: Bernd Otterbach

SELTENE ERDEN

Preisentwicklung gefährdet High-Tech-Unternehmen

Aufgrund stark gestiegener Preise wird das weltweite Marktvolumen für die 17 Elemente, die als „Seltene Erden“ bezeichnet werden, im Jahr 2011 voraussichtlich auf 27 Milliarden Euro ansteigen.

...



Grüsse JoJo

[Optimist_]

Kann es sein, dass dieser Artikel aus der FAZ vom Freitag nicht gepostet wurde.

http://www.faz.net/frankfurter-allgemeine-zeitung/seltene-er…

Seltene Erden
Aus Salz wurde Gold

Seltene Erden werden immer teurer. Der Markt hat sich seit 2008 auf 27 Milliarden Euro verzehnfacht. Viele Industrien sind betroffen.

Von Christoph Ruhkamp

Chinas Führung hat früh erkannt, welche überragende Bedeutung seltene Erden einmal für die globale Industrie bekommen könnten. „Der Mittlere Osten hat sein Öl, China hat seine Seltenen Erden“, sagte 1992 der damalige Staatschef Deng Xiaoping über die 17 Metalle, die unter dem Namen seltene Erden zusammengefasst werden. Seither hat China den Markt fast völlig unter Kontrolle gebracht. Besonders klar drückte es der chinesische Premier Wen Jiabao aus: „Anfang der achtziger Jahre haben wir Seltene Erden zum Preis von Salz verkauft. Sie verdienen es jedoch, zum Preis von Gold verkauft zu werden. Wir beginnen gerade erst, unsere natürlichen Interessen zu schützen.“


Im Hafen von Lianyungang werden seltene Erden verladen

Ganz ist Wen Jiabaos Prophezeiung nicht eingetreten, aber doch beinahe: Die Preise für seltene Erden schnellen immer weiter in die Höhe. 2008 hatte der weltweite Markt für die Metalle noch ein Volumen von 2,4 Milliarden Euro; für 2011 wird ein Anstieg auf 27 Milliarden Euro erwartet. Ursache dafür ist nicht so sehr die Nachfrage, sondern vor allem eine regelrechte Preisexplosion aufgrund chinesischer Exportbeschränkungen. Das geht aus einer neuen Studie der Unternehmensberatung Roland Berger hervor. Von der Verzehnfachung der Preise sind vor allem Unternehmen der Hochtechnologie betroffen: In der Autoindustrie werden seltene Erden unter anderem für die Produktion von Nickel-Metallhydrid-Akkus benötigt; im Sektor der erneuerbaren Energien kommen sie in Windturbinen zum Einsatz. Der Endverbraucher wird den Preisanstieg am direktesten bei Energiesparlampen zu spüren bekommen. „Die Profitabilität und sogar die Existenz vieler Unternehmen können durch die stark steigenden Preise der seltenen Erden in Frage gestellt werden“, sagen Sebastian Durst und Thomas Schlick von Roland Berger, die Autoren der Studie. Inzwischen beschäftige sich in vielen Unternehmen das Topmanagement damit. Am stärksten seien Produzenten am Anfang der Wertschöpfungskette betroffen - etwa die Hersteller von Permanent-Magneten für Elektromotoren.

Diese kommen nicht nur in den Antrieben für Elektroautos vor, sondern werden auch für Fensterheber, Heckklappen und Sitzversteller ganz normaler Autos benötigt. Dementsprechend alarmiert ist der Verband der deutschen Autoindustrie (VDA): „Die Preis- und Angebotsentwicklung bei seltenen Erden sehen wir aktuell mit Sorge“, sagt ein Sprecher. China habe die Exporte stark eingeschränkt. Durch Verhandlungen in der Gruppe der 20 wichtigsten Industrieländer G 20 und der Welthandelsorganisation WTO sollten Vereinbarungen gefunden werden, um den freien und unbehinderten Marktzugang zu gewährleisten, fordert der VDA. Eine erste Entlastung kommt gerade in Sicht: Ein Rohstoffabkommen mit der Mongolei soll deutschen Unternehmen den Zugang zu seltenen Erden des Landes ermöglichen. Ein entsprechender Rahmenvertrag werde beim Besuch von Bundeskanzlerin Angela Merkel am Donnerstag unterzeichnet, heißt es in Berlin.

Die Suche nach Auswegen läuft
Einzelne Unternehmen aus der deutschen Industrie haben längst reagiert, Um sich Lieferungen zu sichern, hat sich Siemens an einer Mine in Australien beteiligt. Konkurrent Toshiba investierte in eine Lagerstätte in Kasachstan. Der japanische Hitachi-Konzern verlegt sogar einen Teil seiner Produktion von Magneten nach China, weil dort die Preise für seltene Erden um die Hälfte niedriger sind. Auch der deutsche Autozulieferer Bosch ist betroffen - obwohl der Stuttgarter Konzern selbst nicht direkt seltene Erden einkauft. „Wir bekommen den Preisanstieg aber über unsere Zulieferer, etwa von Magneten, zu spüren“, sagt ein Bosch-Sprecher. Es werde deshalb über den Umstieg auf alternative Produkte ohne seltene Erden nachgedacht. Ähnlich äußern sich die Autohersteller Daimler und BMW, wo die Metalle zudem sparsam eingesetzt und möglichst recycelt werden. Schon hat der Coburger Zulieferer Brose Elektromotoren entwickelt, die ohne seltene Erden auskommen.

Überall in der Autoindustrie läuft die Suche nach Auswegen: ein niedrigerer Verbrauch, der Umstieg auf andere Lieferanten mit besseren Preisen und die Verschiebung der Produktion nach China sind einige der Strategien. Seltene Erden sind zwar nicht wirklich selten, sondern in großen Mengen vorhanden. Aber selten sind sie zu vertretbaren Kosten abbaubar. Sie sind so gleichmäßig über die Erdkruste verteilt, dass ihre Gewinnung aufwendig ist und lange Zeit anderen Ländern als China zu mühsam erschien. Jetzt bekommen westliche Technologiekonzerne das Quasimonopol Chinas zu spüren. Obwohl fieberhaft an der Erschließung neuer Vorkommen in anderen Ländern gearbeitet wird, gibt es bis 2013 keinen Grund für Entwarnung: Laut Roland Berger wird zwar der Preis für die weniger knappen „leichten“ Seltenen Erden auch aufgrund steigender Fördermengen aus Minen außerhalb Chinas tendenziell fallen. Vom Preis für die selteneren „schweren“ Seltenen Erden wird jedoch erwartet, dass er noch weiter steigt und dann hoch bleibt.

„Seltene Erden“ ist der Sammelbegriff für 17 Elemente - darunter etwa Neodymium oder Dysprosium. Diese Metalle sind in zahllosen Industrieprodukten enthalten, die künftig noch an Bedeutung gewinnen werden. Neben Elektromotoren und Windturbinen werden sie auch für Leuchtdioden und Flüssigkristallbildschirme benötigt. Außerdem kommen sie in Katalysatoren für Autos und in den Batterien für Elektrofahrzeuge zum Einsatz. Im Jahr 2011 werden diverse Industriezweige laut Roland Berger fast 140.000 Tonnen an seltenen Erden nachfragen. Der größte Teil entfällt mit jeweils etwa einem Viertel auf die Glasproduktion, die Herstellung von Magneten in Autos, Elektrogeräten und Turbinen sowie auf Katalysatoren für Autos. Um die wachsende Nachfrage zu decken, steht zwar eine Vielzahl von Minen rund um den Globus zur Verfügung. Aber aus den wenigsten Lagerstätten könnte noch vor Ablauf des Jahres 2015 wirklich gefördert werden. Über die größten Reserven verfügt China mit 55 Millionen Tonnen. Ebenfalls größere Bestände finden sich in Russland, Amerika und Indien. Zwar sind fast dreihundert Projekte in 30 Ländern zur Erschließung seltener Erden bekannt. Doch nicht einmal jedes zehnte dieser Projekte dürfte letztendlich erfolgreich verlaufen.

Deshalb hat sich der Preis für aus China exportiertes Neodymium, das für Magnete benötigt wird, allein 2011 auf 500 Dollar je Kilogramm verdoppelt. Der Preis für Dysprosium hat sich seit 2008 verdoppelt auf 3000 Dollar je Kilogramm. Auch der Anteil der seltenen Erden am Preis eines Magneten hat sich verdoppelt auf 90 Prozent. Vom Preis eines Elektromotors entfällt inzwischen fast die Hälfte auf Kosten für die seltenen Erden. Bei einer Lenkung für Autos sind es immerhin noch 5 Prozent, bei einem Hybridauto 1 Prozent. Fast scheint es schon, als könnte der Plan des früheren chinesischen Präsidenten Jiang Zemin aufgehen: „Die Idee ist es, aus unserem Vorteil bei den Ressourcen eine ökonomische Überlegenheit zu entwickeln“, sagte Zemin 1999 beim Besuch einer Abbaustätte für seltene Erden in der Inneren Mongolei.

[JoJo49]

Einschließlich dem Video:

http://www.finnewsnetwork.com.au/archives/finance_news_netwo…

Bullish on rare earths
October 11, 2011 12:50 PM


Lelde Smits from Finance News Network speaks with US investment analyst and commentator, James Dines, at the RIU Melbourne Resources Round-up conference.

...
Lelde Smits: Okay, so rare earths prices really took off last year and have continued their upward momentum due to demand for plasma televisions, smart phones, energy-saving light bulbs, to name but a few of their uses. Given demand by consumers for these products is increasing, how long potentially do you see prices rising?

James Dines: I think in the next few years, there’s going to be ups and downs as with any new technology. And furthermore, all stocks are vulnerable to the overall market by mass psychology. In a general bear market things will all move down because – and the reason for that is, people tend to sell the stocks that remain high. So nobody is spared in a bear market.
However, I would say that until additional production comes on-stream, possibly five to 10 years from now, we’re going to have a huge growth spurt here in the next few years, by whatever remains outside China.
...
James Dines: The smart way to buy rare earths in any new mining area is to buy a group of them, because you never know what’s going to happen. Lynas has its problems in Malaysia with their new plant and without going into details, but you never know which one is going to be the leader. I like Lynas as one of them because first of all, it’s in Australia and the production of these things are toxic, so there’re serious environmental problems with them. And it’s hard to say which one is going to be the first to production to begin to match China’s output.
But I like Lynas as part of the group of stocks I recommend, you’ve really wormed two out of me – so, but it’s a good one and I think that it should be included in a rare earths portfolio.
...

Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…





Grüsse JoJo

[JoJo49]

http://www.globalwitness.org/campaigns/conflict/conflict-min…
Conflict Minerals


Click here to watch Guardian film on violence in eastern Congo's mines

Conflict minerals are used by armed groups to fund violence and insurrection. Global Witness’s work on conflict minerals currently focuses on the Democratic Republic of Congo (DRC) where fighting has continued for over 10 years, driven by the trade in valuable minerals. Millions of people have died, and many more have been displaced.

There are four main minerals being mined in the Congo: cassiterite (the ore for tin), coltan (the ore for a rare metal called tantalum), wolframite (tungsten ore), and gold. The illicit trade provides rebel groups and units of the national army with tens of millions of dollars a year that they use to buy guns and shore up their rival campaigns.

...

Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

Grüsse JoJo

[Optimist_]

Heute kostenlose Werbung für Seltene Erden in dem tagesschau Beitrag zur besten Sendezeit über Kanzlerin Merkels Vietnam Besuch und anschliessenden Aufenthalt in der Mongolei.

www.tagesschau.de

http://www.welt.de/politik/ausland/article13653525/Kanzlerin…

Kanzlerin fliegt für Mobiltelefone ans Ende der Welt

...
Am Donnerstag steht die Mongolei auf den Plan. Das riesige, fast menschenleere Reich zwischen China und Russland hat noch nie ein deutscher Kanzler beehrt. Dass sich dies jetzt ändern, hat auch wirtschaftliche Gründe: Es geht um Geschäfte – allerdings eher um die Geschäfte der Zukunft. Noch sind die Ausfuhren des vor allem von Viehzucht lebenden Nomadenvolkes nach Deutschland mit einem Umfang von nur neun Millionen verschwindend gering. Allerdings liegt unter der kalten Steppe etwas, das bald wichtig wird: Seltene Erden.

Unter diesem Begriff werden 17 Elemente gefasst, die heute schon in jedem Mobiltelefon und bald auch in jedem Auto mit Elektro- oder Hybridantrieb zu finden sein werden. Für die High Tech Industrie werden Seltene Erden bald unersetzbar, meinen Experten.


Löwenanteil der Stoffe bald nicht mehr auf dem Markt?

Schon jetzt explodieren die Preise. Das Problem liegt jedoch nicht darin: Denn der Löwenanteil der begehrten Stoffe könnte bald gar nicht mehr auf den Markt kommen. China, selbst ein Land mit reichen Vorkommen an Seltenen Erden, versucht auch Vorkommen in Afrika und anderen Weltgegenden zu monopolisieren – schon heute beherrscht China mit 95 Prozent an Förderung und Verarbeitung den Markt nahezu komplett.

Hier will Merkel dagegen halten und ausgerechnet mit dem China-Nachbarn Mongolei ein „Rahmenabkommen“ abschließen, dass der deutschen Industrie auch künftig Zugriff auf Seltene Erden sichert.

Die Mongolei fürchtet die Abhängigkeit von China freilich auch selbst und sucht deshalb die Nähe zum Westen: unter anderem durch militärisches Engagement. So schützt etwa ein mongolischer Infanteriezug das deutsche Feldlager Faisabad im Norden Afghanistans.

Anders als die westlichen Nationen will die Mongolei ihr Engagement sogar ausweiten und plant, die Zahl ihrer Soldaten am Hindukusch in diesem Jahr auf 400 zu erhöhen. Für ein Volk von wenig mehr als drei Millionen Einwohnern ein durchaus bemerkenswerter Beitrag. Diese Soldaten werden schon jetzt in der Mongolei von deutschen Ausbildern auf ihren Einsatz vorbereitet – einige von ihnen will die Kanzlerin persönlich besuchen.

[Optimist_]

http://www.tagesschau.de/multimedia/sendung/ts29562.html

siehe Merkels Vietnam-Reise

http://www.themalaysianinsider.com/sideviews/article/lynas-a…

Lynas and the Malaysian Green movement — Kua Kia Soong

...
Since the key question to allay the fears of the people is that of safety and the effects of the plant on the people’s health, one would have expected the government to bring in independent members outside the IAEA with expertise in nuclear safety, public health, environmental protection and other social concerns. Besides the danger of radiation, the Lynas plant also produces large quantities of industrial acids and chemicals which will adversely affect the environment.

The lesson of Bukit Merah should be instructive for the Lynas controversy. The ARE expert there had insisted that their facilities were safe. I remember visiting their premises and the Japanese manager had assured me of the same. When I asked the manager if he would allow his pregnant wife to work in the premises with those drums of radioactive waste around her, he was completely stumped and couldn’t answer me. During the Bukit Merah court case, other international experts testified that the adverse health effects on the residents — cancer, congenital deformities, cardiovascular disease, etc — were the direct result of the radioactivity from the waste produced by ARE.

Whatever IAEA may recommend for the Lynas plant, they have no power to regulate or enforce compliance on Lynas. We also know that the Malaysian government’s record on monitoring and implementing such environmental safety standards and its maintenance culture are legendary! If not, how did the DOE and the Atomic Energy Licensing Board fail the residents of Bukit Merah?

....

http://thestaronline.com/news/story.asp?file=/2011/10/12/nat…

Board confirms receiving report from Lynas

KUANTAN: The Atomic Energy Licensing Board (AELB) has confirmed receiving a long-term waste management plan from Australian mining corporation Lynas for its rare earth refinery in Gebeng.

However, AELB director-general Raja Datuk Abdul Aziz Raja Adnan said the plan would not be considered submitted until the board is satisfied that Lynas had fulfilled all requirements set by the International Atomic Energy Agency (IAEA).

“We have received the long-term waste management plan from Lynas but we have not analysed it yet.

“The plan will not be made public as I do not consider it submitted until we make sure it is in accordance with international standards,” he said when contacted.

On June 30, a nine-member IAEA expert panel had identified 11 issues in which it said improvements were necessary before the next licensing phase of the Lynas project could be conducted.

Among others, it recommended that the AELB requires Lynas to submit, before the start of operations, a plan setting out its intended approach to long-term waste management, in particular the management of the water leach purification solids after the closure of the plant.

Save Malaysia, Stop Lynas chairman Tan Bun Teet had urged the relevant ministry and authorities to openly state whether the documents have been submitted.

He said at a press conference that if the Government had received the plan, then the public should be allowed full access to the documents.

“The Government should be thoroughly transparent in a matter that affects the lives of 700,000 people,” said Tan.

[JoJo49]

http://www.eco-business.com/news/board-confirms-receiving-re…
Die AELB bestätigt den Erhalt für den langfristige Abfallwirtschaftsplan von der australischen Minengesellschaft Lynas für seine seltenen Erden Raffinerie in Gebeng.
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

http://www.ftd.de/unternehmen/industrie/:seltene-erden-autob…
Seltene Erden
Autobauer schmieden Rohstoffpakt

Exklusiv Der Schritt soll Vorsorge für den Fall sein, dass seltene Erden noch seltener werden - und nicht dem Kartellrecht widersprechen: Um sich den Zugriff auf strategisch wichtige Rohstoffe zu sichern, tun sich Deutschlands Autohersteller und ihre Zulieferer zusammen.
von Heimo Fischer und Margret Hucko Frankfurt


http://www.finanzen100.de/dossier/Seltene+Erden/
http://www.wiwo.de/politik-weltwirtschaft/china-fuehrt-steue…
Ab November
China führt Steuern auf Rohstoffe ein
dapd | Quelle: Handelsblatt Online
11.10.2011

Der Abbau von Erdöl, Erdgas, Salz, Metallen und den Seltene Erden wird in China mit einer neuen Steuer belegt. Die Einnahmen sollen in die oftmals ärmlichen Abbau-Regionen fließen.
...


http://www.deraktionaer.de/aktien-usa/alcoa--enttaeuschender…
12.10.2011 09:23 Uhr

Alcoa: Enttäuschender Saisonauftakt

Marion Schlegel

Als erster Großkonzern hat am Dienstagabend Alcoa die Zahlen für das dritte Quartal veröffentlicht. Der US-Aluminiumkonzern konnte die Erwartungen allerdings nicht erfüllen. Insbesondere die schwache Nachfrage aus Europa belastete das Ergebnis.
...


http://www.finanzen.net/nachricht/aktien/EANS-News-Tantalus-…
EANS-News: Tantalus Rare Earths AG
...
...


Grüsse JoJo

[VirtualNormann]

Lynas Expects RM200 Million Incremental Investment

KUALA LUMPUR, Oct 12 (Bernama) -- Lynas Corporation Ltd, which has made a direct capital investment of RM1.318 billion in its Lynas Advanced Materials Plant (LAMP) as of Sept 31, expects an incremental investment of approximately RM200 million.

In a statement today, the company said the incremental investment would be from two material suppliers.

"Upstream to the rare earth processing at the LAMP in Gebeng, Pahang, the plant already has two material suppliers already investing in building and expanding their operations to supply to LAMP," Lynas said.

Of the RM1.318 billion capital investment, Lynas had invested RM618 million in Malaysia under Phase One, of which RM235 million was awarded to Kuantan-based contractors.

The current investment enables an initial production capacity of 11,000T Rare Earth Oxide (REO) per annum of separated Rare Earth products.

Under Phase Two, an additional RM700 million has been allocated for expansion now underway. "Near to 50 per cent of this investment is spent in Malaysia for subcontracting requirements and materials purchase while approximately 40 per cent is for the purchase of equipment and technical expertise offshore.

"Undertaken by lead contractor Toyo-Thai Corporation Public Limited, these investments will gear up to an increased production capacity of 22,000T REO per annum," it said.

On human capital investments, the company said Lynas Malaysia Sdn Bhd's current payroll already stood at RM26 million per annum.

It said Lynas Malaysia is fully manned and managed by Malaysians except for the four Rare Earth operations experts from China, and the LAMP creates over 350 skilled permanent jobs.

Apart from Lynas' direct investment, the LAMP would create up to an additional 500 indirect jobs for service providers and contractors, the company said.

It added that as the first new rare earth supplier outside China, the LAMP could position Malaysia as the destination of choice for associated manufacturers of high technology products looking for a base for their manufacturing operations.

-- BERNAMA

http://www.bernama.com/bernama/v5/newsindex.php?id=619484

[Optimist_]

http://www.themalaysianinsider.com/malaysia/article/lynas-fl…

Lynas flogs investment benefits in wake of latest protest

By Yow Hong Chieh
October 12, 2011

KUALA LUMPUR, Oct 12 — Lynas Corp has touted its committed investments in Malaysia following fresh protests against the Australian mining giant’s rare earth plant in Gebeng, Kuantan.

Lynas said today direct investment in the Lynas Advanced Materials Plant (LAMP) totalled RM618 million as of September 31 and pledged to pour in another RM700 million during the expansion phase.

It pointed out RM235 million of the initial investment had been awarded to Kuantan-based contractors and that nearly half of phase two investments would be spent on local subcontractors and materials.

The Lynas Advanced Materials Plant in Gebeng, Kuantan is the largest of its kind outside China. — file pic“Human capital investments Lynas Malaysia Sdn Bhd is fully manned and managed by Malaysians except for the four rare earth operations experts from China,” Lynas said in a statement.

“The LAMP creates over 350 skilled permanent jobs, of which, 70 will need to be filled by university graduates with technical qualifications.”

Lynas Malaysia’s current payroll already stands at RM26 million per annum and a recent recruitment drive had drawn strong response from Malaysians willing to fill the job positions on offer, Lynas said.

It added that an additional 200 regular contract roles for Kuantan subcontractors would complement the 350 permanent positions on offer at the plant, the largest of its kind outside China.

The miner also said the rare earth plant would create up to 500 indirect jobs to service providers and contractors and cited two materials suppliers who would invest some RM200 million to supply LAMP.

“It is a first-class rare earths processing facility, which incorporates state-of-the art technology. It is the only processing plant of its kind in the world. The LAMP also sets new industry benchmarks in safety, environmental performance and shared value across the supply chain for a sustainable future,” Lynas said.

“Together, Malaysia and Lynas are building a stronger local economy with shared value and benefits.”

Some 1,000 people, led by Kuantan MP Fuziah Salleh and Bersih chairman Datuk Ambiga Sreenevasan, gathered in Kuantan over the weekend in protest against LAMP and a gold mining project in Bukit Koman, Raub.

The “Green Assembly 109”, comprising locals and representatives of non-governmental organisations, alleged that the two projects were environmentally hazardous and would harm public health.

...

http://www.buysellsignals.com/10211307

aus dem EU-Parlament

http://reinhardbuetikofer.eu/2011/10/12/internationale-koope…

http://www.tagesschau.de/mongolei104.html

Arme Menschen, reiches Land

http://www.themenportal.de/nachrichten/merkel-in-der-mongole…

Merkel in der Mongolei eingetroffen

Am Donnerstagabend wird die Bundeskanzlerin in Berlin zurückerwartet


Ulan Bator (dapd). Mit Bundeskanzlerin Merkel ist erstmals eine deutsche Regierungschefin in die Mongolei gereist. Merkel traf am späten Mittwochabend Ortszeit in der mongolischen Hauptstadt Ulan Bator ein. Dort sind für Donnerstag Begegnungen mit Präsident Elbegdorj und Regierungschef Batbold vorgesehen. Zudem will sie das Parlament besuchen und dort eine Rede halten. Am Donnerstagabend wird Merkel in Berlin zurückerwartet.

Die Mongolei ist reich an Seltenen Erden. Es soll ein Rohstoffabkommen unterzeichnet werden, das der deutschen Industrie den Zugang zu den wertvollen Metallen sichern soll, die unter anderem für die Handy-Herstellung benötigt werden.

Die Kanzlerin will nach Angaben aus Regierungskreisen auch die Bemühungen der Mongolei um die Abschaffung der Todesstrafe würdigen.

[Optimist_]

!

Dieser Beitrag wurde von CloudMOD moderiert. Grund: themenfremder Inhalt

[JoJo49]

- kann ich mir garnicht vorstellen das du hier einen themenfremden Inhalt gepostet hast.

http://www.lynascorp.com/page.asp?category_id=1&page_id=25
What are their prices?
17/10/11 Av. Mt Weld Composition 140.64US$/kg auf FOB Chinabasis

Viele glauben bzw. behaupten nach wie vor das die LAMP von Lynas nicht die Betriebsgenehmigung durch die malaysische AELB bekommt wird.
Dabei brauchten sie IMHO nur ihren gesunden Menschenverstand einschalten so wie das Heute aktuell ein australischer Uswer im HC-Forum zu Lynas getan hat der ich mich, weil besser könnte ich es auch nicht veranschaulischen, voll und ganz anschließen möchte: http://hotcopper.com.au/post_single.asp?fid=1&tid=1578348&ms…
the lamp approval (wjtennis)
...

There are still some people who do not believe the LAMP will be approve by the AELB in Malaysia. With the LAMP construction approaching completion that seems ludicrous to me. After all, Lynas is posting excellent job opportunities currently. The 12 JV BASF/Petronas chemical plants in the Gebeng industrial zone alongside the LAMP have concluded a sales purchase agreement with Lynas to purchase lanthanum from the LAMP. Petronas, the largest employer in Malaysia and wholly owned by the Malaysian government, needs lanthanum based catalytic agents from BASF to convert their petroleum products into gasoline, diesel and other distillates. The Seimens/Lynas JV for the production of neodymium based magnets will construct a plant for this purpose in the Gebeng industrial zone. The second phase of the LAMP will provide the Malaysian economy with over RM 400 million over the next 16 months. The construction and engineering jobs required will bolster the sagging Malaysian economy. The Malaysian government and the AELB Would lose an incredible economical spinoff/multiplier if they fail to approve the LAMP. For these reasons and even more they will approve the project and I believe it will be within the next 6 weeks.

http://info.kopp-verlag.de/hintergruende/enthuellungen/micha…
17.10.2011
Seltene Erden: Yttrium, Lanthan, Cer
Michael Grandt

Anleger sind verunsichert und flüchten in Gold, Silber und strategische Metalle. Doch es gibt noch eine andere Alternative: Seltene Erden.

...
...


@ eine erfolgreiche Woche


Grüsse JoJo

[JoJo49]

http://www.spiegel.de/wirtschaft/soziales/0,1518,792067,00.h…

16.10.2011

Kampf um Rohstoffe

China droht Indien wegen Ölgeschäft

...
Der Rohstoffhunger der beiden aufstrebenden Volkswirtschaften ist gigantisch. Sie brauchen Öl, Gas, aber auch die besonders begehrten Seltenen Erden, um ihr rasantes Wachstumstempo aufrechtzuerhalten.
...


Grüsse JoJo

[Optimist_]

Hi JoJo, ist mir auch nicht ganz klar. Hatte es wohl etwas übertrieben mit Links zu Merkels Mongolei Besuch und...

www.bundeskanzlerin.de

Pressekonferenz Abdruck der letzte Abschnitt

Dank dir für die Wiederbelebung nach dem langen Wochenende. Ich finde es wichtig, weitergehende Fakten zu sammeln um die Geschichte Lynas und der Seltenen Erden mitzudokumentieren. Ein einmaliges Zeitzeugnis...

Schönen Abend noch!

[JoJo49]

Antwort auf Beitrag Nr.: 42.222.449 von Optimist_ am 17.10.11 19:19:45

Die malaysische ALEB-Behörde bereitet IMHO damit bzw. unterstreicht mit dem folgenden Bericht nicht nur ihre Kompetenz in Sachen Sicherheit sondern beschreibt damit auch ihre absolute Glaubwürdigkeit in Bezug auf die Erteilung der Betriebsgenehmigung für die LAMP.

Grüsse JoJo


http://www.freemalaysiatoday.com/2011/10/18/aelbs-top-priori…

AELB’s top priority is radiation and nuclear safety

October 18, 2011


In the case of Lynas in Kuantan, if safety is a concern to locals then it is also a concern for AELB, if not more.

By Raja Dato’ Abdul Aziz Raja Adnan

...
...

AELB’s first priority is safety

In a published report on June 28, 2011, an International Atomic Energy Agency review team which made an extensive analysis of available Malaysian regulations and applicable documents concluded that the national legal and regulatory framework was in compliance with the international radiation safety standards pertaining to a rare earth extraction industry.

The present AELB director general is a member of the current IAEA Commission of Safety Standards (CSS), the highest international forum for setting global nuclear and radiation safety standards.

This CSS expert membership is by virtue that he is the current Chairman of the Advisory Group on Nuclear Security (AdSec) to the IAEA Director General, His Excellency Yukiya Amano. Bearers of these are positions are considered purely based on merits and considered a first by any Malaysian.

Several AELB personnel are recognised by the IAEA as either subject matter specialists, experts or consultants at either regional or global level.

In short, at AELB, we have the expertise to ensure that Malaysia is safe, secured and safeguarded in the peaceful uses of atomic energy.

In the case of Lynas in Kuantan, if safety is a concern to locals then it is also a concern for AELB, if not more.

Earlier this year, AELB through the Science, Technology and Innovation Ministry (MOSTI) played a major advisory role during the Fukushima accident.

AELB was advising Malaysians on the evolving situation. It was scanning for possible radioactive contamination of human, environmental and international transport at all points of entry.

It also sampled air, soil and water contamination to assure safety. Radiation and nuclear safety is first in AELB and will always be.

The writer is the director-general of the Malaysian Atomic Energy Licensing Board (AELB).

Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

[JoJo49]

LYC Lynas Corporation Limited
October 2011
19th Clarification of Dow Jones Headline
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6533…
October 2011
Clarification of Dow Jones Headline

Lynas Corporation Limited (“Lynas”) (ASX:LYC, OTC:LYSDY) is aware of the Dow Jones headline dated today “Lynas Corp Hasn’t Been Granted License to Import Rare Earth Ores into Malaysia – Govt.”
As far as Lynas is aware, no decision has been made as yet by Malaysian authorities concerning the pre-operating license and the importation of rare earths ores into Malaysia. No decision is expected to be made for some weeks.
For further information please contact Alistair Reid or Liz Whiteway on [phone] or
visit www.lynascorp.com
For all media enquires please contact Michael Vaughan from FD on [phone]


Bestätigt: http://www.utusan.com.my/utusan/info.asp?y=2011&dt=1019&pub=…
Lynas belum dapat kebenaran import bijih nadir bumi

19/10/2011 4:43pm


KUALA LUMPUR 19 Okt. - Lynas Corporation tidak pernah diberikan lesen ataupun kebenaran untuk mengimport bijih nadir bumi ke Malaysia.

Kementerian Perdagangan Antarabangsa dan Industri (MITI), dan Kementerian Sains, Teknologi dan Inovasi (MOSTI), dalam satu kenyataan bersama hari ini berkata, Lynas tidak diberikan kebenaran untuk mengimport sebarang bijih nadir bumi ke negara ini tanpa terlebih dahulu mendapatkan kelulusan Lembaga Pelesenan Tenaga Atom (AELB).

"AELB menyatakan dengan jelas bahawa tiada kebenaran sedemikian pernah diberikan,” jelas kenyataan itu, sambil menambah bahawa untuk mengimport bijih nadir bumi ke Malaysia, bakal pengimport mestilah diberikan kebenaran dua peringkat. - Bernama
Googleübersetzt: http://translate.google.de/translate?hl=de&sl=ms&u=http://ww…


http://www.tagesschau.de/wirtschaft/selteneerden110.html
Weltgrößter Produzent legt Pause ein
Seltene Erden werden noch seltener

Der weltgrößte Produzent so genannter Seltener Erden hat die Produktion für einen Monat eingestellt. Dieser Schritt solle die Preise der wichtigen Rohstoffe stützten, teilte das Unternehmen "Inner Mongolia Baotou Steel Rare-Earth Group Hi-tech" mit. "Die Produktion dürfte in einem Monat wieder aufgenommen werden, es handelt sich nur um eine vorübergehende Maßnahme", hieß es weiter. Das Unternehmen ist an der Börse in Schanghai notiert, gehört aber größtenteils dem chinesischen Staat.

...
...

http://www.n-tv.de/wirtschaft/China-stoppt-Foerderung-articl…
Mittwoch, 19. Oktober 2011

Kampf um seltene Erden
China stoppt Förderung

Angesichts ihres Einsatzes in Hightech-Produkten wie Smartphones oder Hybrid-Antrieben gelten seltene Erden als Rohstoff der Zukunft. Das Problem dabei: China besitzt die mit Abstand größten Vorkommen. Da der Preis dennoch einbricht, reagiert Peking nun: Der in Staatshand befindliche weltgrößte Produzent muss die Förderung einstellen.

...
...

http://hotcopper.com.au/post_single.asp?fid=1&tid=1581379&ms…
lynas plays down fear of rare earth plot (zakka)
...

http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…
Lynas plays down fears of China rare earths plot

By Peter Smith in Sydney

When Nick Curtis was invited to the World Economic Forum in Davos this year, there was one topic that political and corporate chiefs wanted him to address.
How could the world guarantee a steady supply of rare earths, the 17 elements crucial for many of the electronics used in everyday life, at a time when China controlled more than 90 per cent of global production?
More

...
...


Grüsse JoJo

[JoJo49]

http://www.institutselteneerden.com/Dienstleistung/AGs/Lynas…

ISE - Institut für Seltene Erden und Metalle - Lynas Corp.



Nicht immer ganz aktuell aber als generelle Übersicht IMHO sehr hilfreich.


Grüsse JoJo

[Optimist_]

http://www.theaustralian.com.au/business/companies/lynas-slu…

Lynas slumps on Malaysian rumour of import licence refusal

RARE earth miner Lynas's shares slumped yesterday on speculation that it had been refused a licence to import ore into Malaysia for processing, as protests against its plant continued.
Lynas shares fell up to 13 per cent after the government's announcement before rebounding slightly to close 9.92 per cent lower at $1.09 as the company raced to clarify the claims.



Malaysia's ministry of international trade and industry and the ministry of science, technology and innovation issued a joint statement yesterday to reaffirm that Lynas had not yet been given permission to import ore.

The statement was made after protesters had incorrectly claimed the miner planned to start importing this month.

Lynas also moved to assure local residents the claims were inaccurate, as it was still working with the government to obtain a pre-operating licence before it could proceed with shipments.

...

Despite the community opposition, Mr Curtis said in August he was confident the company would be in production in Malaysia by the end of the year.

On September 30 Lynas said the first feed of concentrate at the Malaysian plant was still scheduled for the fourth quarter of this year
..
Lynas, which opened its Mount Weld mine in August, the first rare earth mine in Australia, has already allocated about 70 per cent of its 11,000 million tonnes from stage one of its project.

[JoJo49]

http://www.finnewsnetwork.com.au/archives/finance_news_netwo…
Lynas shares hit by approval doubts
October 20, 2011 07:43 AM

Shares in Lynas Corporation Limited (ASX:LYC) shed almost 10 per cent of their value yesterday after reports emerged that the rare earths developer had been refused a licence to import rare earths ores into Malaysia.

Lynas is planning to ship rare earths concentrate from its Mt Weld mine in Western Australia to its Malaysian refinery.

Reports emerged yesterday that the Malaysian Government said that, ''Lynas was neither issued a license… nor does it qualify yet for a permit to import rare earth ores into Malaysia”.

Lynas addressed the speculation just before the market closed, telling the Australian Securities Exchange that as far as it was aware Malaysian authorities had made no decision concerning the pre-operating license and importation of rare earths ores into the country.

Lynas also advises that no decision is expected to be made for some weeks.

Yesterday shares in Lynas shed 9.92 per cent, closing at $1.09.

In the 2011 financial year Lynas Corporation booked a net loss of $59 million.


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


Grüsse JoJo

[Videomart]

Lynas Corp Ltd (LYC.AX)

Institutional Holders

% Shares Owned: 25.59%
# of Holders: 108
Total Shares Held: 438,568,611
3 Mo. Net Change: -10,404,353
# New Positions: 6
# Closed Positions: 6
# Increased Positions: 34
# Reduced Positions: 23
# Net Buyers: 11

http://www.reuters.com/finance/stocks/overview?symbol=LYC.AX

[Videomart]

Institutional shareholders

Holder Shares % Held

Morgan Stanley Investment Management, Inc.
as of 05 Oct 2011 133.56m 9.04%

Capital Research Global Investors
as of 24 Sep 2010 78.30m 4.58%

JPMorgan Asset Management (UK) Ltd.
as of 31 Jul 2011 43.20m 2.67%

Union Investment Privatfonds GmbH
as of 31 Mar 2011 10.00m 2.32%

BlackRock Fund Advisors
as of 30 Sep 2011 16.66m 1.01%

FIL Investment Management (Hong Kong) Ltd.
as of 31 Aug 2011 13.83m 0.91%

GE Asset Management, Inc.
as of 31 Aug 2011 15.88m 0.87%

Carmignac Gestion SA
as of 30 Jun 2011 22.00m 0.82%

Van Eck Global
as of 31 Aug 2011 15.06m 0.81%

The Vanguard Group, Inc.
as of 31 Jul 2011 10.55m 0.73%


http://markets.ft.com/research/Markets/Tearsheets/Business-p…

[JoJo49]

http://hotcopper.com.au/post_single.asp?fid=1&tid=1581457&ms…
aelb uncut to pol via freemalaysia (ahboy)
...

Hi all just noticed this comment #77 from the AELB posted 2 hours.



DG AELB• 2 hours ago
Thank you everyone for the constructive comments.

At the outset, let me introduce two minor editorial amendments in the article. First, insert a comma after "report" in the sentence "In a published report, on June 28, 2011, an International Atomic Energy Agency review team...." and second, delete "are" in another sentence for it to read "Bearers of these positions are......."; and I regret these errors.

Contrary to seditious rumours, let me assure you that AELB is in the process of carefully studying the pre-operating stage documents submitted by Lynas. These are very important documents as they are legal submissions made by Lynas as to what they claim to, shall and must do to be in full compliance. Until deemed satifactory by AELB, they will have to be amended, augmented and re-submitted by Lynas. Some had been re-submitted several times to date. Subsequently, an inter-agency panel of experts will then further scrutinise the accepted documents. The Panel includes experts from the Department of Environment (DOE), Ministry of Health (MOH) and several others. After careful review, including interviews with Lynas, this Panel and AELB will then submit recommendations to the 5-AELB Board for a decision. As practised in many other States, once approved the public will be shared the documents by the applicant for comments.

If and when a Pre-Operational License is issued, taking into account credible public comments, if any, AELB will use the conditional and controlled pre-operational stage to further collect and verify the plant's operational safety data that almost everyone has been asking for i.e. how much and what is the radioactive content of the residue, what is is heavy metal content in each residue component, what if mass input does not balance with the mass output, can the plant be safely operated, should the plant be corrected before further trial runs, etc.

Now turning to the issue of consistency, please note that AELB and I have have tried our utmost to be very consistent throughout this episode but have always been misreported. We have always stated that if national and international requirements are met at each and every stage of the multi- licensing process, Lynas will be allowed to operate. Failure or non-compliance would either mean non-issuance of license or suspension of operation and license. All regulatory decisions are based on legal technical considerations and provisions derived from best practises, international standards and national requirements or regulations.

On the issue of residues produced or processed, AELB and I have also constantly stated that if the specific radioactivity level is similar to background or is less than the internationally set level of 1 Becquerel per gramme, residues may be released from the regulatory control of AELB. This, however, does not mean out of DOE's control. Heavy metal content and other non-radioactve contaminants must be below the stipulated levels for it to be released from separate DOE legal requirements. Please note that any one time there can be at least 4 regularatory authorities monitoring and verifying the operations.

On IF's and MAYBE's, it is important to note that in any risk management, these type of assumptions are critical for planning state of preparedness. As examples, in nuclear power reactor safety design, what IF a tsunami ensues directly after a devastating earthquake. In car insurance, MAYBE the insured sum is inadequate. This useful and essential academic exercise on IF's and MAYBE's goes on until economic considerations requires a halt.

By the way, the 4 radiation workers that were previously contaminated in the medical cyclotron facility are now at work, continuing to provide radiopharmaceuticals for patients at more affordable prices in Malaysia, which otherwise would have costed the affected local population 6-7 times more per medical imaging procedure if imported. AELB will continue to monitor all radiation workers health while at the same time respecting their privacy. Act 304 requires that we monitor radiation workers and keep health records for 30-year periods to ensure safety, as well as, facilitate accountability, liability and compensation, if legally appropriate.

Lastly, everyone is welcome to come by AELB to check out if AELB and I are real, credible and doing our level best to serve you and to keep you and your family radiologically safe.

http://www.freemalaysiatoday.com/2011/10/18/aelbs-top-priori…

--------------------


Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 42.234.346 von Optimist_ am 19.10.11 22:12:02

Unser Freund und User "NightStalker" ausdem HC-Forum hat dazu einen IMHO passenden Kommentar gepostet:
http://hotcopper.com.au/post_single.asp?fid=1&tid=1581461&ms…
re: News: Lynas shares hit by approval doubts (NightStalker)
...

There is an enormous difference between "REFUSED A LICENSE" and "NOT YET ISSUED A LICENSE".

This would have to be "rumourtrage" by those wanting to make a quick profit by shorting. And/or yet more sneaky, underhanded cynical moves by Fuziah Saleh and her crew of mis-information spreaders. The same ones that would have primed the New York Times for that disgustingly wrong article that sent the shares plummeting earlier this year....

BUT - the response from Lynas was so weak, that it did nothing to reassure the market. They could have pointed out the difference between "Refused" and "Not yet issued" in much more strongly-worded and clear terms. I understand that they have a thin line to tread so as not to appear to be putting pressure on the Malaysian Govt, or to appear to be pre-empting them, but they could have done much more to stop the panic.

Fuzzy and her cronies, along with the hedgies, would have been rubbing their hands with glee...!



--------------------------------------------------------------------------------
Regards, NightStalker

"The trend is your friend till the bend at the end"



Grüsse JoJo

[JoJo49]

http://www.welt.de/wirtschaft/energie/article13670922/China-…
China verknappt Seltene Erden durch Förderstopp

Der Preis für Hightech-Metalle ist Chinas größtem Anbieter zu gering. Er setzt die Förderung aus – und riskiert so einen Streit mit dem Westen.
...
...

Grüsse JoJo

[JoJo49]

http://www.raremetalblog.com/2011/10/lynas-plays-down-fears-…
Wednesday, October 19, 2011

Lynas Plays Down Fears of China Rare Earths Plot

October 19, 2011, Sydney (Source: ft.com) -- When Nick Curtis was invited to the World Economic Forum in Davos this year, there was one topic that political and corporate chiefs wanted him to address.
...
...
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


http://www.bbc.co.uk/news/business-15382534
20 October 2011 Last updated at 10:26 GMT
Chinese company suspends rare earth production

China's biggest producer of rare earths is suspending production for one month in an attempt to stimulate the market.
...
...
Googleübersetzt: http://translate.google.de/translate?hl=de&sl=en&u=http://ww…


Grüsse JoJo

[Videomart]

Lynas slams 'factually wrong' rare earth claims

Intellasia | Miningaustralia
21 Oct, 2011 - 7:00:00 AM

Lynas Corporation has denied that ore from its Mount Weld project in Western Australia will be shipped to Malaysia by the end of October.

According to Free Malaysia Today, Kuantan MP Fuziah Salleh last week discovered the Lynas plans after a monthly meeting between the Kuantan Port Authority and occupants of the Gebeng area.

Gebeng is the location of the planned Lynas rare earth processing plant.

Free Malaysia Today reports that Lynas denied the ore shipping allegations.

"The claim that Lynas will begin shipments of rare earth concentrates from Mount Weld to Kuantan by month's end is factually wrong," it said.

Lynas chair Nicholas Curtis said the claims were part of a misleading public campaign against the company.

"These allegations are part of a campaign to deliberately distort the facts about Lynas," he said.

"They create unnecessary fear in the local community for political purposes."

The rare earth processing plant Lynas plans to operate in Malaysia has been a highly divisive issue in the country.

Locals fear the plant will cause unacceptable damage to their health and the environment.

Earlier this month a large number of people protested against the plant.

But Lynas has repeatedly sought to allay community fears over its developments.

It says a report by the International Atomic Energy Agency has stated its processing plant as safe and within international standards.

The IAEA has stated Lynas must meet 11 of its recommendations before further licences can be granted and the company has committed to meeting the guidelines.


http://www.intellasia.net/news/articles/resources/111344527.…

[JoJo49]

http://www.dailytech.com/China+Cuts+Off+Worlds+Rare+Earth+Me…
China Cuts Off World's Rare Earth Metal Supply
Jason Mick - October 21, 2011 12:40 AM

The hand giveth, the hand taketh away

China only has about 30 percent of the world's rare earth metal deposits, but thanks to clever planning it today controls 97 percent of the world's production of these scarce resources. Deposits of this family of 17 elements -- vital to power electronics found in televisions, smart phones, electric vehicles, and a variety of other devices -- are found in California, Canada, Australia, and Russia, but it will take years to bring them online.

...
...

China hopes to supplant its U.S. and Asian rivals as the main producer of electric motor magnets, by choking resource supply to its foreign competitors. [Source: ThinkGeek]


China's Ministry of Land and Resources in September bragged that rare earth metals were the nation's "21st century treasure trove of new materials." It argued that exports should be tightened, choking foreign supply and favoring Chinese manufacturers.

Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

Na denn - @ ein schwebefreies und schönes WE

Grüsse JoJo

[JoJo49]

http://www.goldseiten.de/content/diverses/artikel.php?storyi…
Verfasst von Jürgen Müller am 20.10.2011 um 7:24 Uhr

Edelmetalle oder Technologiemetalle?

Technologiemetalle wie z. B. Indium, Gallium oder Seltene Erden sind meines Erachtens als Supplement zu den Edelmetallen ein guter Weg, sich im Metallbereich zu diversifizieren bzw. sich neben den Edelmetallen ein zweites Standbein aufzubauen. In diesem Zusammenhang werde ich immer wieder gefragt, in welche Gattung man heute wieviel investieren sollte, sprich, wie eine gute Mischung zwischen Edel- und Technologiemetallen aussehen könnte.
...
...



Grüsse JoJo

[JoJo49]

http://www.deraktionaer.de/aktien-weltweit/euro--anspannung-…

21.10.2011 10:00 Uhr

Euro: Anspannung vor dem Doppelgipfel

Michael Herrmann

Der Euro bleibt im Vorfeld des Doppelgipfels der EU sehr volatil. Insgesamt ist der kurzfristige Seitwärtstrend intakt. Die Unsicherheit der Investoren belastet den Ölpreis. Bei Gold fehlen die Impulse. Der börsentägliche Index-, Devisen-, Edelmetall- und Rohstoffcheck von DER AKTIONÄR.

...
...

Grüsse JoJo

[JoJo49]

http://www.criticalmetals.de/midasresearch/pdf/seltene_metal…
Seltene Metalle und
Seltene Erden
Rohstoffe für das 21. Jahrhundert

Sektor: Bergbau Global
Datum der Veröffentlichung: 01. April 2011
Analysten: Olaf Hordenbach - Fachredakteur -
Tim Rödel - Fachredakteur -

Inhaltsverzeichnis
SelteneMetalle und Seltene Erden
Rohstoffe für das 21. Jahrhundert

Einleitung 3
Seltene Metalle & Erden – welche Rohstoffe gehören dazu? 3
Was macht einMetall „selten“? Eine Erklärung am Beispiel ausgewählter Seltener Metalle 6
Seltene Metalle – Daten & Fakten 9
Seltene Erden – der China-Faktor 11
Seltene Erden – ein Billionenmarkt, auch für die Börse 14
Erdbeben, Tsunami und Atomunfall in Japan – Auswirkungen auf den Markt für „Seltene
Metalle“ 16

Unternehmensportraits 19
Molycorp Minerals.............................................................................................................................. 20
Lynas Corporation............................................................................................................................... 22
Commerce Resources Corp. .................................................................................................................24
Canada Rare Earths Inc. .....................................................................................................................27
Canadian International Minerals Inc. ................................................................................................ 29
Critical Elements Corporation ............................................................................................................31
Quantum Rare Earth Developments Corp.......................................................................................... 34
Rare Earth Metals Inc. ........................................................................................................................ 38
Zusammenfassende Anlagestrategie 41
Zimtu Capital Corp............................................................................................................................. 42
Quellen 44
Disclaimer

...
...
Lynas Corporation

Der nächste Seltene-Erden-Produzent

Unternehmen und Strategie
Das australische Rohstoff-Unternehmen Lynas Corporation besitzt das am weitesten fortgeschrittene Seltene Erden-Projekt außerhalb Chinas. Das im australischen Sydney ansässige Unternehmen baut aktuell an einer
Mine auf seinem westaustralischen Mount Weld-Projekt. Trotzdem die Produktion noch nicht gestartet wurde, gehört Lynas Corporation mit
einer Marktkapitalisierung von mehr als drei Milliarden AUD schon jetzt zu den 100 größten an der australischen ASX notierten Unternehmen.

Das Mount Weld-Projekt inWestaustralien Das Mount Weld-Projekt besitzt aktuell bekannte Vorkommen von etwa 1,4 Millionen Tonnen an
Seltene Erden-Oxid. Der durchschnittliche Seltene Erden-Gehalt am gesamten Gestein beträgt dabei rund 8%, die Cut-Off-Rate liegt
bei 2,5%. Die Anlage zur Herstellung eines Seltene-Erden-Konzentrats befindet sich noch im Bau und soll Ende März 2011 fertiggestellt sein.
Ab diesem Zeitpunkt soll auch eine erste Produktionsphase gestartet werden. Das auf Mount Weld produzierte Konzentrat wird dann zum etwa 1.000 Kilometer entfernten Hafen Fremantle transportiert und von dort zur unternehmenseigenen Endverarbeitungsanlage ins malaysische Gebeng verschifft. Die Transportkosten machen dabei etwa 9% der gesamten Produktionskosten aus.

Eigene Anlage zur Endverarbeitung garantiert hohe Marge
In Gebeng/Malaysia entsteht aktuell die so genannte „Advanced Materials Plant“. Diese soll spätestens im dritten Quartal 2011 die Produktion aufnehmen und in einer ersten Phase etwa 11.000 Tonnen Seltene Erden jährlich produzieren. In einer zweiten Phase soll diese Produktionsrate auf bis zu 22.000 Tonnen jährlich erhöht werden. Die recht hohen Grade machen
es Lynas Corporation bereits im Vorfeld möglich, die Infrastruktur der gesamten Anlage auf die doppelte Verarbeitungskapazität auszulegen. Das Ziel soll bis zum Jahr 2014 erreicht werden. Die Anlage in Gebeng kommt Lynas gleich doppelt zugute: Erstens lässt sich das in Westaustralien
hergestellte Konzentrat so effektiv in einem Niedriglohnland weiterverarbeiten; zweitens kann durch die Trennung in die einzelnen Elemente den Kunden ein hochwertiges Einzelprodukt angeboten und verkauft werden kann. Denn die Preise für die einzelnen Elemente liegen verständlicherweise weit höher als für ein Konzentrat aus mehreren Seltene Erden–Elementen.

Abnahmeverträge und strategische Allianz garantieren hohe Renditen
Parallel zum Bau der Mine und der Konzentrationsanlage auf Mount Weld sowie der Weiterverarbeitungsanlage in Malaysia hat sich die Lynas Corporation im Vorfeld auch lukrative Abnahmeverträge gesichert. Lynas konnte dabei bereits sechs feste Abnahmeverträge sowie zwei Absichtserklärungen zur Abnahme von Seltenen Erden abschließen. Diese sind zum Großteil
langfristig ausgelegt und besitzen ein Volumen von mehr als einer Milliarde USD. Zudem konnte die Lynas Corporation eine strategische Allianz mit der Sojitz Corporation, einem japanischen Großhandelsunternehmen, eingehen. Die Sojitz Corporation zählt zu den 100 größten Unternehmen Japans und wird innerhalb von 10 Jahren zwischen 80.000 und 90.000 Tonnen an Seltenen Erden von Lynas abnehmen und auf dem japanischen Markt weiterverkaufen. Die
strategische Allianz bedeutet dabei für beide Seiten eine Win-Win-Situation. Das stark vom ehemaligen Erzfeind China abhängige Japan erhält somit einen direkten Zugang zu den wichtigen Seltenen Erden. Die Lynas Corporation sichert sich die Abnahme von mindestens 40% der Gesamtproduktion (bei Erreichung der vollen Produktionskapazität von 22.000 Tonnen jährlich) und könnte damit innerhalb von nur 10 Jahren bei den aktuellen Seltene Erden-Preisen einen Umsatz von knapp 10 Milliarden USD generieren - und das allein durch den Deal mit der Sojitz Corporation.

Fazit und Ausblick
Die Lynas Corporation ist lediglich einen Schritt vom Produktionsstart auf seinem Mount Weld-Projekt entfernt. Dieses besitzt sehr gute Grade und eine exzellente Verarbeitungsstrategie. Sofern die aktuelle Planung bis 2014 eins-zu-eins umgesetzt werden kann, sollte es mit einer Produktionskapazität von 22.000 Tonnen Seltene Erden pro Jahr zum drittgrößten Seltene Erden Projekt weltweit und zum größten außerhalb Chinas ausgebaut werden. Damit dürften auf Mount Weld ab 2014 rund 11% aller Seltenen Erden weltweit gefördert werden. Das Mount Weld-Projekt
ist schon jetzt zu einem Projekt von nationaler und internationaler Wichtigkeit geworden, Australien bezeichnet es als „strategische Ressource“. Beide Produktionsphasen sind bereits voll durch finanziert, Abnahmeverträge über mehrere Jahre im Milliarden-USD-Bereich konnten gesichert werden. Ein hoher Cashflow ist von Anfang an garantiert. Das führende australische Brokerhaus Patersons Securities sieht den Wert von Lynas Corporation bei den aktuellen Preisen für Seltene Erden bei bis zu 11 AUD je Aktie. Trotz der aktuellen Krisensituation in Japan, Heimatland des strategischen Kooperationspartners Sojitz, gehört die Lynas Corporation
angesichts der langfristigen Planungen des Unternehmens u.E. in jedes Rohstoff-Portfolio.
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...


Grüsse JoJo

[JoJo49]

Unser australische Experte und Freund Nick Tsurikov hat zu Lynas eine Homepage eingerichtet die er aktuell halten möcht und die u.a. die Korespotenz bzw. die Diskussionen mit der Antilynasbewegung mit Frau Fuziah Salleh enthält.

@ eine erfolgreiche Woche

Grüsse JoJo


http://hotcopper.com.au/post_single.asp?fid=1&tid=1583641&ms…
re: believe in your lamp lynas! (nick.tsurikov)
...

One of my rare visits here... For everyone's info:
All the calculations and explanations of 'radiation' issues surrounding LAMP is in the latest PDF on my site.
http://calytrix.biz/random
(note no.1 from 25-Sep, under the pics)
This I did distribute widely through facebook etc. In nearly three weeks no one (and I do mean - no one) was able to prove me wrong. All I get in reply from the 'opposition' is "but... but... you're fat! you're fat I tell you!" arguments that make me laugh, actually.
Despite the fact that every school child with a calculator and an hour to spare can easily check if I'm right or wrong.
In a scientific argument (of which I've had many) one knows that he has won - when your opponent starts attacking you personally, instead of critising your argument.
Where the radiation issue is concerned I believe that I have proved, beyond reasonable doubt, that LAMP is safe. Even when I've used some weird five and ten multiplication factors in the assessments.
--------
Also, just to be clear: No one pays me for this - I am doing all these assessments for my own amusement and enjoyment (though lately there haven't been much of either). Do not have any LYC shares either and do not intend to get any.
If anyone is interested in any additional info - please let me know.
cheers, nick

siehe: http://calytrix.biz/random/

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...

http://www.mida.gov.my/env3/index.php?mact=News,cntnt01,deta…

MIDA e-News

Lynas to invest more in Pahang

--------------------------------------------------------------------------------

Category: Industry News
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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


http://www.lynascorp.com/page.asp?category_id=1&page_id=25


http://www.wallstreet-online.de/nachricht/3521795-irw-press-…
LYNAS CORP. LTD: Aktienstars.net: Lynas vor dem grossen Rebound?

Autor: IRW Press
| 24.10.2011, 08:00 |
...
...


PS.: Auf HC wird aktuell berichtet das sich Nicholas Curtis, der Executive Chairman von Lynas, bereits zur Abklärung, Oganisation, Vorbereitung usw. in Malaysia befindet.
- Dazu darf noch fleißig spekuliert werden.

[JoJo49]

LYC Lynas Corporation Limited
October 2011
25th Letter to Shareholders - Quarterly Report IR Calls

http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6539…
25 October 2011

LYNAS QUARTERLY REPORT INVESTOR RELATIONS CALLS

Lynas Corporation Limited (ASX: LYC) will hold conference calls to discuss the Quarterly Report for the period ending 30 September 2011 that is due to be lodged with the ASX on 31 October 2011. There will be a Q&A session at the end of the calls. Details of the calls are noted below.

Participants should dial a telephone access number (listed below) prior to the start time, as registration may take a few minutes. They will be greeted by an operator and asked for their confirmation code (listed below). Participants will be placed in a listen-only mode with music until the moderator or speaker starts the conference.

The first call will be held on Monday 31 October at 1700hrs (Sydney time). Please see dial-in details below:
...
...
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 42.252.672 von JoJo49 am 25.10.11 06:49:21

Dazu noch IMHO ein interessante, aktuelle Beschreibung eines Users aus dem HC-Forum zu Lynas der sich mit dem aktuellen Stand von Lynas mit den Ungereimtheiten und Aussagen zu und um MCP befaßt.

Grüsse JoJo

http://hotcopper.com.au/post_single.asp?fid=1&tid=1585676&ms…
the lynas bull case response (chihawk)
...

Honestly, I'm amused. Madymelbourne, I am smarter then your unnamed analysts and have more knowledge from my research then they have (since you offered no names or research). I have total conviction in Lynas and in the rare earth story in general.

I do agree that I could have traded off more shares and bought back lower in the last few months. But after all the true LT holders have been through, I find it comical that you can flip a paper thin unresearched conclusory comment up there and expect it to matter.

I am even more amused that you could generate so many responses without offering content. Ironically, NS after telling us to cool it actually (unknowingly?) furthered the issue with a Tim Treadgold article.

Treadgold offered no new information or theory, but actually accepted Moly's press releases at face value when even the market laughed at these claims. Tim, believing Moly is the definition of rookie in the rare earth space. Listen to the webcast. Moly doesn't even believe their claims as they gun through their own presentation with a passing interest, politician style phrases and lack of any explanation. Read the slides for what they actually say rather than what they suggest and you will be less impressed.
So let's summarize the Moly presentation to make the point.
Moly is:
1) $110 million over budget;
2) Has not itemized their funding even though they claim to be fully funded;
3) Has not poured most of their concrete ten months after starting Phoenix;
4) Claims HREE without drilling after saying in March that HREE distinctions are a fraud claim made by low ore grade junior's as a marketing ploy (see Q & A Moly Q4 2010 conference call).
So where is the credibility in all of that?

Why do we care about Treadgold and Madymelbourne's comment? We know the facts. We know:

The long term contracts (9 customer agreements and a JV with a top muti-national company in Siemens- know another non-producing junior with such a deal?).
The nearly completed LAMP construction.
The declining numbers and fragmenting groups with the protests.
The non-hazardous classification of the ore.
The IAEA declaration that Lynas is safe.
The AELB procedures suggesting a path to approval.
The stable Malaysian government without any real threat to their ruling authority.
The repeated assurances from the company.
The stockpiling of strategic reserves.
The business and government loans and investment in Lynas and in the rare earth space as a whole.
The end market needs for the rare earth elements.
The increasing and newly emerging technologies that require the supply chain Lynas provides.
The clear evidence that China is preparing to be a net importer of rare earths and cannot afford to increase quotas without greatly undermining their own industry.
China stopped production at Boatou in their command economy because they refuse to supply the rest of the world REO for cheap prices. The act proves that China will NOT flood markets in the future.

Treadgold, the elements (the 17 Lanthanides) that come from minerals (the monazite, bastnasite, xenotime, ect) in the earth's crust are not rare. But they are hard to mine and very few deposits are feasible and all carry huge barriers to entry in the form of costs, time to build, technology, knowledgeable people, and sufficient resources and infrastructure to mine and process them.

So against all those facts Treadgold and Madymelbourne toss some nonsense and create excitement. As for me, I welcome these guys to the market. Take the other side of the trade if you like. I think you may easily part with your money. But in a forum like this I ask that you bring some research, facts or thought provoking content. I love a good FA discussion on Lynas, but without content or creativity I do not think you are doing your part.
Good luck to all holders.

--------------------------------------------------------------------------------
Bullish on LYC. Focused on the company story.:-)
Proud independent investor. Member of no groups and vote my own shares.

[JoJo49]

Habe selten so einen schlecht recherchierten Bericht gelesen wie den folgenden von der Badischen Zeitung : http://www.badische-zeitung.de/wirtschaft-3/seltene-erden-we…
Seltene Erden werden selten

China drosselt die Produktion und verschärft den wirtschaftspolitischen Konflikt mit dem Westen .

...
Auch in anderen Ländern wird gesucht: Siemens beteiligte sich kürzlich an einer Mine in Australien. Japanische Unternehmen orientieren sich nach Indien und Kasachstan. Allerdings müssen all diese Vorkommen noch erschlossen werden. Bis dahin ist die Weltindustrie weiterhin auf China angewiesen. Vor allem für mittelständische Unternehmen werde das allmählich kritisch, warnte kürzlich das Beratungsunternehmen Roland Berger.


Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 42.256.232 von JoJo49 am 25.10.11 18:05:12

... und ich schieb noch gleich einen, immer noch kopfschüttelnt, hinterher: http://www.stockhouse.com/Columnists/2011/Oct/25/Rally-ahead…
Rally ahead for Molycorp (MCP) and rare earth stocks?


10/25/2011 12:11:11 AM | Justin Dove, Investment U

994 Reads | 2 Comments

These Canadian companies may have two of the largest rare earth deposits in the world

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Googleübersetzt: http://translate.google.de/translate?hl=de&sl=en&tl=de&u=htt…


Grüsse JoJo

[JoJo49]

http://www.zeit.de/wissen/umwelt/2010-02/erde-sd-metalle/kom…
Rohstoffe
Das Salz in der Maschine

Sie stecken in Kondensatoren, Flachbildschirmen und Laptops und sind wichtige Wirtschaftsgüter: seltene Metalle und seltene Erden. Ihr Abbau aber hängt von komplexen geologischen, wirtschaftlichen und politischen Faktoren ab.
...
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http://www.zeit.de/wirtschaft/2010-03/urban-mining/kompletta…
Die Stadt als Rohstoffquelle

Wenn Rohstoffe teurer werden, wird auch Recycling wieder attraktiv. Selbst das Aufbuddeln von alten Mülldeponien könnte sich dann lohnen. In Schwaben wird das bereits getestet.
..
...

http://www.format.at/articles/1143/525/310279/rohstoffe-chin…
Rohstoffe: China hat 97% der Seltenen Erden

•Preise für 'strategische Metalle' explodieren
•Hohe Preise machen Abbau in Deutschland rentabel
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http://www.format.at/articles/1045/525/310279_s1/rare-rohsto…
Rare Rohstoffe: 97% der Metalle der seltenen Erden kommen aus China
•Seltene Erden: 17 chemische Elemente für High-Tech
•Weniger Exporte: Industrie und Politik geschockt

Chinas Exportrestriktionen bei den Seltenen Erden haben Industrielle und Polit-Eliten alarmiert. Die Ursachen und die Folgen des Rohstoff-Kräftemessens.
...
...



Grüsse JoJo

[JoJo49]

IMHO werden die Rohstoffpreise ab sofort wieder anziehen mit einer Ausnahme dem Goldpreis.
http://boersenradar.t-online.de/Aktuell/Aktien/Aktueller-Mar…
Börsen & Märkte
Börsen feiern Gipfel-Ergebnisse - DAX fast 5% im Plus
Erschienen am 27.10.2011 | dpa-AFX


Bei den REE-Preisen kommt, bei Jahr für Jahr weiter stark ansteigenden Bedarf/Nachfrage, zusätzlich ein Effekt hinzu so wie er im folgen Bericht beschrieben wird.

Grüsse JoJo

http://www.mineweb.com/mineweb/view/mineweb/en/page72102?oid…
More rare earth companies in China suspending production as prices slide

In a bid to stabilise the rare earths market amid falling local prices and balance the supply and demand position, much of the rare earths mining sector in China is temporarily halting output.
Author: Shivom Seth
Posted: Thursday , 27 Oct 2011

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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

[JoJo49]

Antwort auf Beitrag Nr.: 42.266.713 von JoJo49 am 27.10.11 14:52:36

Auch der Investor-Verlag hat das Thema wieder entdeckt.


http://www.investor-verlag.de/seltene-erden-das-zeitfenster-…
Seltene Erden: Das Zeitfenster bis 2014

Michael Vaupel in Traders Daily zum Thema Rohstoffe
vom 27. Oktober 2011, 12:00 Uhr

...
Meiner Ansicht nach sind wir gerade in einem Zeitfenster, welches bis ca. 2014 reichen wird. In diesem Zeitfenster gibt es noch kaum Produzenten von Seltenen Erden außerhalb Chinas.
...


Grüsse JoJo

[Emil2365]

Und wie gehts ez weiterdenke mal lynas wird seinen weg gehen

[JoJo49]

Antwort auf Beitrag Nr.: 42.267.720 von Emil2365 am 27.10.11 17:10:28

So ist es!!

http://www.finanzen100.de/aktien/lynas-corp-ltd-reg-shares-s…

http://www.finanzen100.de/dossier/Seltene+Erden/

http://www.wallstreet-online.de/nachricht/3545329-produktion…
Produktionsstopp Seltene Erden - China will die Preise wieder nach oben bringen

Autor: Björn Junker | 27.10.2011, 15:42

Schlechte Nachrichten für westliche Unternehmen: Wer auf Lieferungen Seltener Erden aus China angewiesen ist, den könnte der nun beschlossene Produktionsstopp härter treffen. Chinesische Hersteller haben den Kampf gegen zuletzt fallende Preise aufgenommen.

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http://de.nachrichten.yahoo.com/seltenes-ist-wertvoll-f%C3%B…
Seltenes ist wertvoll für Deutsche Rohstoff AG

Heidelberg (dapd). Wenn in Deutschland der wichtigste Rohstoff Bildung ist, heißt das umgekehrt auch: Aus der Erde lässt sich hierzulande nur wenig holen. Ohne kluge Köpfe funktioniert die deutsche Wirtschaft zwar nicht. Allerdings benötigt sie auch Zinn für die Herstellung vieler Chemikalien, Seltene Erden für Handys oder Elektroautos oder Germanium für Glasfaserkabel. Die Bundesregierung hat die Sicherung von Rohstoffen deswegen als wichtige Zukunftsaufgabe ausgerufen. Und ein kleines Unternehmen aus Heidelberg wittert gute Geschäfte.
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https://sites.google.com/site/4lynasheads/


Grüsse JoJo

[Videomart]

NOTICE OF ANNUAL GENERAL MEETING To be held on Wednesday 30 November 2011
at 10.00 am (Sydney time) at the Barnet Long Room, Customs House, 31 Alfred Street, Sydney NSW
http://www.lynascorp.com/content/upload/files/Announcements/…

[JoJo49]

Auf 100-Seiten alle aktuellen Infos zu und um Lynas:

LYC Lynas Corporation Limited
October 2011
28th Annual Report to shareholders

http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6546…

The Lynas vision is to become the leader
in Rare Earths for a sustainable future.
This vision lives through our people
and the way we do business.
Shared values and a culture which
unlocks the potential of our people
are fundamental to our success.
This is the Lynas Way.
LYNAS
...

Safety is the basis of how we care for
our people and our communities. We
think, talk and act safely. Lynas cares
by protecting our environment and
building sustainable relationships with our
communities. We succeed by encouraging
our people to reach their full potential.
...

Respect is central to how we conduct
our business and relate to each other.
At Lynas we value our differences and take
pride in making things happen. We respect
our history and celebrate our success.
We do what we say we will do.
...

Relationships underpin our success. At
Lynas we recognise that teamwork drives
our performance and that teams thrive on
inspiring leadership. We care for and support
each other and are focussed on delivering
outcomes for our customers.
RELATIONSHIPS
...

We hold integrity as a core commitment. At
Lynas we communicate openly and honestly
with each other and our communities. We
trust each other and admit and learn from our
mistakes. Our stand for integrity is what allows us
to be truly innovative in the pursuit of our vision.
...

We are passionate about what we do and
boldly find new ways to succeed. At Lynas we
embrace breakthrough thinking and imagine
our future. We aspire to great things and have
the courage to succeed in building a global
Rare Earths business.
COURAGE
...

The Lynas values of care, respect, relationships,
integrity and courage guide our decision
making every day. They provide certainty for
our people and give us a shared understanding
about expectations. These values have been
developed over the last two years and reflect
who we are and what we stand for.
Shared values, ONE VISION.
LYNAS

...
...


NOTICE OF ANNUAL GENERAL MEETING

To be held on Wednesday 30 November 2011 at 10.00 am (Sydney time) at the Barnet Long Room, Customs House, 31 Alfred Street, Sydney NSW

...
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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

@ ein schönes WE

kann bis zum 06.11. nicht online sein

bis dann

Grüsse JoJo

[Videomart]

Annual Report 2011
Lynas Annual Report 2011
http://www.lynascorp.com/content/upload/files/Reports/ANNUAL…

Financial Report 2011
Financial Report for the year ended 2011
http://www.lynascorp.com/content/upload/files/Announcements/…

[JoJo49]

In dem folgendem Artikel geht es primär um die anstehenden Wahlen in Malaysia und wir wissen auch das die Regierungspartei die Wahlen wieder gewinnen wird und die LAMP haben will nur interessant finde ich den Passus zur LAMP das u.a. auch Oppositionsparteien der LAMP neutral bis positiv sehen und der AELB vertrauen.
Da scheint Fuziah Salleh mit ihrer PKR und ihrer Antilynasbewegung ziemlich allein auf weiter Front zu stehen.

Grüsse JoJo





http://www.thestar.my/news/story.asp?file=/2011/11/7/nation/…
Monday November 7, 2011

Pahang BN: Kuantan and Indera Mahkota will fall to us

By ROSLINA MOHAMAD
[e-mail]

KUANTAN: The Pahang Barisan Nasional is confident it can take back two parliamentary seats Kuantan and Indera Mahkota at the next general election.

...
Adnan, who is the Mentri Besar said if AELB allowed Lynas Malaysia Sdn Bhd to commence its operation in the Gebeng industrial area here, it would mean the project was safe.
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Googleübersetzt: http://translate.googleusercontent.com/translate_c?hl=de&ie=…

[JoJo49]

Nichts wirklich neues was JL hier von sich gibt aber im Großen und Ganzen eine teiweise nachvollziehbare Aussage.

Grüsse JoJo


http://www.reuters.com/article/2011/11/01/us-rare-earths-lif…
Most non-Chinese rare earth projects doomed: consultant

By Alessandra Prentice

LONDON | Tue Nov 1, 2011 10:25am EDT

LONDON (Reuters) - The vast majority of non-Chinese rare earth metal (REM) ventures will fail due to a lack of expertise and high ore processing costs, says Jack Lifton, founder of the industry consultancy Technology Metals Research.

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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

What are their prices?http://www.lynascorp.com/page.asp?category_id=1&page_id=25

[Optimist_]

http://www.theage.com.au/environment/energy-smart/thorium-pu…

Thorium pushed as uranium alternative

..

The foundation backs the more rapid development of a different approach: liquid thorium fuel technology, which was pioneered by the American nuclear physicist Alvin Weinberg in the 1960s.

Opportunities to capitalise on thorium are likely to exist for the ASX-listed Lynas Corporation and Iluka Resources.

Iluka is a mineral sands miner that ranks as the world's biggest producer of zircon and many industry pundits believe its tenements hold more thorium than any other Australian company.
..

http://www.miningaustralia.com.au/news/experts-still-confide…

Experts still confident Lynas will deliver

By Andrew Duffy on 7 November 2011

Deutsche Bank analyst Levi Spry says he is sticking to his “buy” recommendation for Lynas Corporation despite its troubles in Malaysia.

Last week Lynas announced delays in the construction of the Lynas Advanced Materials Plant and said it was unlikely first feed to kiln would occur until early next year.

But Spry said the nature of the plant meant investors should have expected some minor hiccups.

“Given the project complexity, further hold-ups are not unexpected,” he said.

Spry said delays in obtaining an operating permit for the plant had also pushed out his 2012 and 2013 production forecasts.

Lynas said last week its Mount Weld concentration plant was performing ahead of expectations and its Malaysia plant construction was 78 per cent complete at the end of the quarter.

Lynas stocks continue to be volatile in the short-term as the company faces significant public opposition to its Malaysia operations.

It’s share price plunged in late October following a statement by the Malaysian Government that the company had not been given permission to import ore.

But the statement was made in response to earlier incorrect claims Lynas would be shipping ore by the end of October.

The company later slammed the rumours of October shipping as “factually wrong”.

Deutsche Bank said the only future problems for Lynas would be risks production delays could see the company’s funds tighten up around December 2012.

It said if the risk materialised it would have implications for the company’s planned $264 million stage II expansion.

[Videomart]

Mustapa: Lynas jumping gun over rare earth refinery start date

NEWS/COMMENTARIES
Tuesday, 08 November 2011 Aurora

By Shannon Teoh, The Malaysian Insider

Datuk Seri Mustapa Mohamed has slammed Lynas Corp for pre-empting the government by repeatedly projecting start dates for the Australian miner’s controversial RM1.5 billion rare earth plant in Kuantan.

The international trade and industry minister accused the Australian company of “jumping the gun” and failing to engage transparently with residents around its Kuantan refinery who have opposed the project due to fears of radiation pollution.

Mustapa denied that the government was colluding with Lynas to ride roughshod over public safety.
“They have no business to pre-empt the (Atomic Energy Licensing) board. No business at all to issue these kind of statements and we have reprimanded them,” Mustapa told The Malaysian Insider in an interview last week.

The minister said he understood the alarm of local residents over the project and has told Lynas repeatedly it “has not done enough engagement.”

“They’ve underestimated but learnt their lesson. They have been more transparent over the last one or two months.

“But I saw them last week in Perth, it’s still not enough,” the Jeli MP said, adding that the failure of both Lynas and the government to engage from the start has resulted in “some people who cannot be persuaded.”

Mustapa was accused of being a “Lynas spokesman” by Kuantan MP Fuziah Salleh last week.

He denied the accusation from the PKR vice-president who has led protests against the Lynas plant, saying it was “akin to calling me a traitor.”

Lynas had earlier projected to be given the go-ahead from radiation regulators AELB by the fourth quarter of this year.

But Putrajaya said last week it asked for changes and additional information on September 19 from the Sydney-based firm with regard to its safety submissions.

Having shed more than half its value on the Australian Securities Exchange over the past six months, it was then reported to expect a pre-operating licence “by the end of the year and it could come before analysts make a planned visit to the plant this month.”

“‘Slight delays’ at its controversial Malaysian refinery will not affect its plans to supply rare earths to customers by the first half of next year,” Australian daily Sydney Morning Herald said on November 1.

The Malaysian government had adopted in July the 11 recommendations set out by an International Atomic Energy Agency-led (IAEA) review of the refinery.


http://www.malaysia-today.net/mtcolumns/newscommentaries/447…

[JoJo49]

IMHO sind all die Bemühungen von Lynas, der AELB und den malayischen Behörden die SMSL bei Ihren Informationen mit Einladungen einzubeziehen um das ganze auf eine faktenberuhende sachliche Ebene zu bringen vergebliche Mühe.
IMHO müßte die ALEB, Lynas und die zuständige malayischen Behörden gegen die SMSL auf Richtigstellung und Schadenersatzt klagen, denn auch in Malaysia sind nachweislich wiederholte Falschdarstellungen zum Schaden Dritter unter hohe Strafe gestellt.


Grüsse JoJo



http://www.freemalaysiatoday.com/2011/11/08/miti-aelb-and-sm…
Miti, AELB and SMSL to visit Lynas site

Stephanie Sta Maria | November 8, 2011

Miti will also attempt to strike a middle ground between civil society's interests and those of the nation.

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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

http://www.freemalaysiatoday.com/2011/11/08/miti-on-lynas-pl…
Miti on Lynas plant: Safety is top priority

Stephanie Sta Maria | November 8, 2011

Lynas will not be allowed to operate its plant until it meets IAEA conditions.

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Googleübersetzt: http://translate.googleusercontent.com/translate_c?hl=de&ie=…

[JoJo49]

IMHO wird die Betriebsgenehmigung durch die AELB Anfang Dezember erfolgen denn damit hätten beide Seiten ihr Gesicht gewahrt.
Das soll und kann allerdings nicht heißen das damit sofort die zu diesem Zeitpunkt geplante volle Produktionsmarge von 11.000pta startet sondern erst nach dem Eintreffen vom Konzentat aus der Mine der Probeanlauf erfolgen kann.

http://www.raremetalblog.com/2011/11/brokers-assess-lynas-mo…
Saturday, November 05, 2011

Brokers assess Lynas, Molycorp, Peak, Namibia RE, Tertiary

There is a growing number of brokers following the rare earths and rare metals space. From London, Libertas Partners seem to be well across the subject.
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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


http://www.deraktionaer.de/aktien-deutschland/die-besten-akt…
08.11.2011 07:56 Uhr

Die besten Aktien der Welt

Simon Bardt

...
u.a.:
- welche Seltene-Erden-Produzenten, die nicht in China tätig sind, gerade jetzt wieder für Investoren spannend werden.
...

http://www.rohstoff-welt.de/news/artikel.php?sid=31279
Tradium-Chef Rüth: Rohstofflagerhaltung der Chinesen ein riskantes Spiel
08.11.2011 | 7:41 Uhr | DAF
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...


Grüsse JoJo

[Optimist_]

Zitat von JoJo49: IMHO wird die Betriebsgenehmigung durch die AELB Anfang Dezember erfolgen denn damit hätten beide Seiten ihr Gesicht gewahrt.
Das soll und kann allerdings nicht heißen das damit sofort die zu diesem Zeitpunkt geplante volle Produktionsmarge von 11.000pta startet sondern erst nach dem Eintreffen vom Konzentat aus der Mine der Probeanlauf erfolgen kann.

Nicht vergessen darf man die Fertigstellung der Anlage, evt. erfolgt die Genehmigung nur mit Auflagen (sogar wahrscheinlich, auch des zukünftigen Friedens wegen) und damit nochmaligen Verzögerungen durch techn./baul. Anpassungen.

1.Genehmigung
2.Anlage fetiggestellt (Stand aktuell: 80%, siehe letzter Activity report)
3.REO in Malaysia eingetroffen
...

4.Validierung des Prozesses (verbunden mit der Auflage radioaktive Messungen durchzuführen)
5.cycle time/Durchlaufzeit des REO-Konzentrats bis zum Endprodukt
6.ramp-up bis auf 11.000 t/a

Mit Gewinn und voller Kapazität ist sicher nicht vor 2013 zu rechnen, aber das ist reine Spekulation.

Wichtig ist, dass Lynas jetzt in jedem Schritt professionell arbeitet und kommuniziert. Die Aufbereitung im LAMP ist kein Selbstläufer, das ist (fast) Pionierarbeit und sollte von keinem Investor unterschätzt werden.

[JoJo49]

Antwort auf Beitrag Nr.: 42.320.620 von Optimist_ am 08.11.11 18:29:55

Ein durchaus nachvollziehbares Szenario.
Hätte IMHO mehr als eine Daumen verdient!

Wer sich Sorgen um die REE-Preisentwicklung macht sollte folgeden Artikel vollständig lesen:
http://au.ibtimes.com/articles/245844/20111109/doubling-dema…
Doubling Demand for Rare Earths Seen Pushing Prices Up in 2012

By Christine Gaylican | November 9, 2011 3:52 PM EST

Die verschiedenen und umfangreichen Einsatz von Permanentmagneten in elektronischen Geräten, Radar-, Hybrid-Autos, energieeffiziente Sonnenkollektoren und Windturbinen kontinuierlich drücken Sie die Nachfrage und Preis für Seltene Erden im Jahr 2012.


(Foto: Reuters / David Gray)
Workers wearing face masks load discarded piles of sacks onto a truck at a rare earth smelting plant located on the outskirts of the city of Baotou in China's Inner Mongolia Autonomous Region October 31, 2010. Arbeiter tragen Gesichtsmasken Last verworfen Stapel von Säcken auf einen LKW zu einem seltenen Erden Schmelzwerk am Rande der Stadt Baotou in der Inneren Mongolei Chinas Autonomer Region 31. Oktober 2010 befindet.

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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


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

Grüsse JoJo

[JoJo49]

Einige User aus dem HC-Forum gehen davon aus das einige Teilnehmer aus dieser Konferenz wie Broker, Analysten usw. eingeladen werden wie auch Kunden und Partner mit LYC-Verträgen für eine geführte Tour durch die LAMP am darauffolgendem Wochenende.

Grüsse JoJo




http://www.metalevents.com/events/7th-international-rare-ear…
7th International Rare Earths Conference


Kowloon Shangri-La Hotel, Hong Kong
November 15-17 2011


This event is now sold out with over 350 delegates registered. Please contact sales$metalevents.com (please replace the $ with @ if it is a genuine e-mail) to join the waiting list or to check for cancellations.

Metal Events Ltd and Roskill Information Services Ltd are once again returning to Hong Kong to hold their 7th International Rare Earths Conference.

This has become the international event for the global rare earths industry and last year attracted a record number of participants representing all the major global producers, end-users, traders, investors and funds.

This year’s programme will focus chiefly on end-use markets for rare earths and consumption trends, while reviewing supply-side developments.



New for 2011 – Exhibition Space – SOLD OUT
We are pleased to announce that space has been made at this year’s event to enable companies to promote their projects on a one to one basis to other delegates for the duration of the conference.

PLEASE NOTE THAT THIS CONFERENCE WILL BE CONDUCTED IN ENGLISH ONLY

Programme

Tuesday 15 November
16:00 – 19:00 Registration
18:00 – 20:00 Welcome Reception kindly sponsored by Great Western Minerals Group

Wednesday 16 November
08:00 – 09:00 Registration desk re-opens
Session 1 – Rare earths sector overview
09:00 Opening by Judith Chegwidden, Director, Roskill Information Services Ltd., United Kingdom;
09:15 “Rare earth markets and supply/demand dynamics: Stormy seas, fog and shoals”. Constantine Karayannopoulos, President & CEO, Neo Material Technologies Inc., Canada;
09:45 ”China’s rare earth market”, by Zhang Zhong, General Manager, Inner Mongolia Baotou Steel Rare Earth Hi-Tech Co., Ltd
10:15 Coffee break

Session 2 – Outlook for future supply
11:15 “New sources of supply – Lynas”, by Nick Curtis, Executive Chairman, Lynas Corporation Ltd., Australia;
11:40 “The next rare earth era: Global diversity in
rare earth manufacturing”, by Mark Smith, CEO, Molycorp Inc., USA;
12:05 “Rare earths resources in Russia”, by Pavel Detkov, Managing Director, Polyfer Handels/Solikamsk Works, Austria;
12:30 “The outlook for Jiangxi rare earths production”, by Zhong Xiao Yun, General Manager, Jiangxi Rare Earth & Rare Metals Tungsten Group, China;
12:55 Q & A
13:00 – 14:30 Luncheon kindly sponsored by Avalon Rare Metals Inc

Session 3- Efficient processing for rare earths
14:30 ”What rare earth producers and processors have to do to manage their waste products”, by Horst Monken-Fernandes, Division of Nuclear Fuel Cycle & Waste Technology, IAEA, Austria;
14:55 “Processing options for rare earths: from ore to mixed rare earth product”, by Karin Soldenhoff, Manager – Process Development Research, ANSTO – Minerals, Australia;
15:20 “Processing and utilisation of rare earth solid wastes”, by Tao Xu, VP Baotou Research Institute of Rare Earths, PR China;
15:45 Q&A
16:00 Tea

Thursday 17 November
Session 4 – Rare earths consumption
09.30 “Rare earths for the phosphors market”, by Jean-Guy Le Helloco, Electronics BU Director, Rhodia, France;
09:55 “Trends in the use of rare earths in polishing powders and dielectric ceramics”, by Jai Subramanian, Global Business Manager, Ferro Corp., USA;
10:20 “Latest research and development trends in magnetic functional materials,” by Dr. Yu Dunbo, Grirem Advanced Materials Co., Ltd., China;
10:45 Q&A
11:00 Coffee

Session 5 – Recycling and challenges for rare earths
11:45 “Downstream developments in Sichuan’s rare earths industry”, by Prof. Liu Zifu, Senior Consultant, Sichuan Province Engineering Consultancy & Reserach Institute, China;
12:10 “Rare earths recycling”, by Allan Walton, Research Fellow Metallurgy & Materials, Birmingham University, United Kingdom;
12:35 “Opportunities & challenges for rare earths in green technologies”, by Suzanne Shaw, Senior Analyst, Roskill Information Services, United Kingdom;
13:00 Q&A
13:15 Close and luncheon kindly sponsored by Avalon Rare Metals Inc

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...

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

[JoJo49]

http://www.theaureport.com/pub/na/11550
John Kaiser: Rare Earth Companies Poised for Comeback

Source: JT Long of The Critical Metals Report (11/8/11)

The companies in a race to produce critical heavy rare earth elements by 2016 are already way ahead of their smaller competitors. In this exclusive interview with The Critical Metals Report, Kaiser Research Online editor John Kaiser handicaps the players on the end-user, producer and investor side—believe it or not, China may have the largest stake in developing sources outside its borders.

Companies Mentioned: Avalon Rare Metals Inc. - Commerce Resources Corp.- Lynas Corp. - Molycorp Minerals - Quest Rare Minerals Ltd.- Rare Element Resources Ltd.- Tasman Metals Ltd.

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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

Grüsse JoJo

[JoJo49]

http://www.themalaysianinsider.com/malaysia/article/three-bi…" target="_blank" rel="nofollow ugc noopener">http://www.themalaysianinsider.com/malaysia/article/three-bi…


Three bids later, AELB says Lynas still non-compliant

By Shannon Teoh
November 09, 2011


Raza Aziz says his board will not compromise on safety. — Picture by Jack Ooi

...


Abdul Aziz revealed today that the September 19 request was for a fourth draft, which was only handed in last week.

Having shed more than half its value on the Australian Securities Exchange over the past six months, Lynas was reported last week to be expecting a pre-operating licence “by the end of the year and it could come before analysts make a planned visit to the plant this month.”

“‘Slight delays’ at its controversial Malaysian refinery will not affect its plans to supply rare earths to customers by the first half of next year,” Australian daily Sydney Morning Herald said on November 1.

Lynas has refuted claims of potential radiation pollution, assuring Kuantan residents they would face “zero exposure” unlike an earlier Japanese rare earth refinery near Ipoh that was still conducting a clean-up nearly 20 years after it was shut down.

...


Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…



Grüsse JoJo

[JoJo49]

LYC Lynas Corporation Limited
November 2011
10th Malawi Update
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6562…
November 2011
Malawi Update

As Lynas Corporation Limited (“Lynas”) (ASX:LYC, OTC:LYSDY) announced on 22 December 2010, Lynas received approval from the Government of Malawi to complete the acquisition of the Kangankunde Carbonatite Complex (“KGK”) in Malawi, Africa. As part of that Malawi Government approval process, the Malawi Minister of Natural Resources, Energy and Environment formally approved and certified the transfer of the mining licence for the KGK tenements (“Mining Licence”), to a wholly owned subsidiary of Lynas. As a consequence, a wholly owned subsidiary of Lynas is the registered legal owner of the Mining Licence. Lynas also received formal approval of the KGK project proposal from the Malawi Investment Promotion Agency.

Lynas announced its completion of the KGK acquisition on 7 March 2011 and work continues on this project.

Lynas has recently received correspondence on behalf of a party claiming that, in 2003, the Government of Malawi acted incorrectly in not renewing that party’s exploration licence over the area of the KGK tenements. Lynas understands that the party has made various claims in proceedings against the Government of Malawi in relation to this matter and in particular, in relation to the Mining Licence. Lynas is not currently a party to any proceedings concerning this matter.

Lynas will keep the market informed should there be further relevant developments in relation to this matter.


For further information please contact Alistair Reid or Liz Whiteway on [phone] or
visit www.lynascorp.com

For all media enquires please contact Michael Vaughan from FTI Consulting on [phone]

Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 42.329.017 von JoJo49 am 10.11.11 07:48:37

http://www.theage.com.au/business/lynas-in-midst-of-malawi-c…
Lynas in midst of Malawi crisis

November 10, 2011 - 11:47AM.

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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Grüsse JoJo

[JoJo49]

Antwort auf Beitrag Nr.: 42.331.399 von JoJo49 am 10.11.11 14:26:59

Um es kurz zu machen, ob und wann das mit dem Malawiprojekt klappt und ob Lynas es in Malawi mal zu einer Proktion bringt ist IMHO noch offen und zu jetzigen Zeitpunkt relativ unwichtig.

Im äußersten Fall muss Lynas auf Schadenersatz klagen und u.a. die 4mill.$ zurückfordern.

Da sieht es mit der folgenden Empfehlung schon wesentlich anders auf:
http://www.macquarie.com.au/dafiles/Internet/mgl/au/apps/ret…
Lynas Corporation

Breaking the stranglehold

Outperform, A$2.30 price target
We initiate coverage with an Outperform recommendation.

New supply alternative to China
Lynas is close to first production from its Mount Weld Rare Earth Project.
Commissioning of the Concentration Plant in Western Australia is on track,
Lynas is now stockpiling concentrate onsite in preparation for start-up of the
Lynas Advanced Materials Plant (LAMP). Construction of the LAMP in Malaysia
is slightly behind schedule but nearing completion. The main hurdle now is the
permit required to begin operations in Malaysia. While the decision for the permit
will have a binary impact on the project, Macquarie believes it is unlikely it will be
denied, as Lynas has satisfied international safety requirements, which were
brought into question resulting in a review of the plant. The company expects to
begin commercial production during 2HFY12, we forecast modest production in
FY12 of 825 t rare earth oxide (REO).

Valuation upside – highly leveraged

We value the Mount Weld Rare Earth Project including Phase 1 output of
11,000 t/a and the Phase 2 expansion to 22,000 t/a REO at A$2.42/sh, using a
long-term REO basket price of US$40.58/kg and a conservative operating cost
of US$15.00/kg. Using the spot basket price from the 07/11/11 of US$125.34/kg
and exchange rate of US$1.04/A$ in perpetuity results in a NPV of A$7.70/sh.

Market is focused on approvals – IAEA standards met

Following the review of the LAMP by the International Atomic Energy Agency
(IAEA), Lynas has submitted the documentation to the Malaysian Atomic Energy
Licensing Board (AELB) required for the approval of the LAMP pre-operational
license. As it stands, the Malaysian Government has stated that no preoperational
license will be issued to Lynas and Lynas will not be allowed to
import raw materials for the plant from Australia until it is satisfied the
recommendations have been implemented. Macquarie views the risk as potential
further delay to start-up rather than not receiving a license at all. The IAEA
reported that Lynas had met all radiation safety standards imposed on them at
the plant by the regulatory authorities and these standards meet internationally
recognised IAEA safety standards.

China remains dominant – partnerships key for Lynas

As with the majority of commodity markets, China’s role is key. However,
compared to the better understood markets such as copper, coal or iron ore,
where Chinese consumption is a significant driver of demand, the rare earth
market is heavily dominated by China on both the supply and demand side.
China’s dominance in all areas of the rare earth market presents risk to any new
market entrant. Lynas’ off-take agreements and alliances put the company in a
good position in this context, with a spread of non-Chinese end users likely to
support diversification of supply. Changes to China’s rare earth export policy will
continue to impact the global market and pricing.
For more information please refer to our full report, Lynas Corporation: Breaking the
stranglehold, available at www.macquarie.com/research.

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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Grüsse JoJo

[VirtualNormann]

Business » Featured
Malawi caught in billion dollar minerals scandal

By Gawo Sande, Nyasa Times
November 10, 2011

Malawi’s minerals continue to attract attention especially from Australian firms, but this time Lynas Corp seems to have lost an ownership contest of Kangankunde mines in Ntcheu following a High Court ruling.

Lynas Corp says the area has mineral deposits worth billions of US dollars and they have blamed Malawi government officials for mishandling the matter.

The court has ordered that rights to the rich rare earths deposit at Kangankunde be returned to Michael Saner, a South African geologist who controlled the exploration licence in 2003.

A news report from an Australian papers says the dispute threatens to turn into a full-blown political and constitutional crisis as Ministry of Mines is in contempt of the High Court as they maneuvered desperately to attract foreign investment and demonstrate stability and the rule of law.

Lynas workers drill for rare earths. Photo: The Australian

Michael Smith, an associate of Saner said legal proceedings were continuing to uphold the orders from the High Court.

“The Commissioner of Mines acted against the law of the country in not renewing the licence in 2003. The rights were awarded to Mr Patel (a middle-man) contrary to the law, and the court has ruled on this,” Smith said.

Saner’s claim before the High Court of Blantyre on January 2010 states damages of US$100 million plus sunk costs, legal costs and interest.

According to Lynas the mines hold a limitless business potential with their rare deposits and was ready to bag more points of success in its records.

On the other hand Lynas shareholders are counting on the blue sky from these African assets to fuel further gains in the stock price.

Lynas told the Australian Securities Exchange that that it had “recently received correspondence on behalf of a party claiming that, in 2003, the government of Malawi acted incorrectly in now reviewing that party’s exploration licence over the area of the KGK tenements”.

The company said it was “not party to any proceedings concerning this matter” and pledged to keep the market informed.

Lynas had been informed for some time of the gravity of the claims over KGK. The market should arguably have been informed much earlier.

The geologist Michael Saner claims he has lost time and money and continues to incur costs.

Quelle: http://www.nyasatimes.com/malawi/2011/11/10/malawi-caught-in…

Ich bin mal gespannt, wie das ausgeht. Ich finde ja, dass dieser Michael Saner sich ganz schön viel Zeit gelassen hat, um sich zu beschweren. Immerhin ist es gut acht Jahre her, als seine Lizenz nicht mehr verlängert wurde. Aber damals waren REOs ja noch billig...

[JoJo49]

In dem Fall, Betreibsgenehmugung der LAMP von Lynas und ihren Gegnern, ist es IMHO erschreckend wie ignorand diese gegenüber den Fakten aggieren denn Unwissenheit kann es schon lange nicht mehr sein auf Grund der Berichte die sie in ihrer Argumentationen gegen die LAMP anführen.

Da wird u.a. im Vergleich zur LAMP immer wieder als die Unglücksfälle bzw. Supergaus von den AKWs in den Three Mile Island in den USA (1979), Tschernobyl (1986) und Fukushima (2011) aufgeführt.
Es wir behauptet Lynas hätte sich faktisch in Malaysia eingekauft und nicht die malysische Regierung hätte damals Lynas mit div. Angeboten nach Malysia geholt und Lynas und nicht die Regierung von Malysia, hat den Industriestandort festgelegt, es wird u.a. von Großdemonstratien von 52.000 Teilnehmern berichtet u.s.w., am Ende wird dann immer wieder die Bukit Merah, Perak, Anlage herangezogen, die vor 25-Jahren aus unwirtschaftlichkeit geschlossen wurde, so es die New York Times am 8. März 2011 als Antilynasartikel berichtet hat und dabei wird verschwiegen das dabei das zu verarbeitende Deposit mit einem 50-fach höheren Thoriumanteil in einer veralteten Anlage, die Heute in keiner Weise einer internationalen Sicherheitsprüfung mehr standhalten würde.

Die malaysische ALEB Behörde wir als nur bedingt zuständig dargestellt als wenn sie nicht als Kontrollbehörde für die Regierung zuständig und tätig ist, dabei werden die Kontrollfunktionen, Prüfungen so wie die weiteren Aufgaben der IAEA komplett unterschlagen und das wird IHMO getarnt durch Artikel von unabhängigen besorten Bürgern denen natürlich alle Medien offenstehen, dabei wird alles in Frage gestellt und die Faktenlage komplett unterschlagen.

Ich bin letzentlich davon überzeugt wenn die (Stop-) Anti-Lynasbewegung so weitermacht wird sie damit letzte Glaubwürdigkeit verlieren wenn das nicht bereits schon der Fall ist wie es die jüngsten Teilnehmerzahlen bei ihren Aktivitäten aufzeichnen.

@ noch einen schönen Restsonntag


Grüsse JoJo

http://malaysia-today.net/low-bandwidth/index.php#Lynas: A c…
Lynas: A colossal catastrophe waiting to happen
Posted on 13 November 2011
By MN D’Cruz, Aliran

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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

http://aliran.com/7039.html
Lynas: A colossal catastrophe waiting to happen
By Aliran, on 12 November 2011
Digg DiggM N D’Cruz raises the alarm over the Lynas rare earth refinery near Kuantan and says it is the duty of every Pahang resident to oppose the plant.

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http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

[Optimist_]

Was man feststellen muss, Lynas CEO Curtis hat, was transparente Kommunikation angeht, viel Verbesserungspotential. Dieses Verhalten kann bei den Shareholdern leicht Unsicherheit und Vertrauensverlust auslösen, dass die ganze Mission scheitert.

1. Curtis möchte das Crown und Swan Deposit um wichtigsten Jahr für Lynas so nebenbei an ein kleines start-up Unternehmen verkaufen und betreibt dafür immensen Aufwand obwohl die Prioritäten ganz klar woanders liegen---und er scheitert...
2.Die IBN des LAMP in Gebeng Malaysia wird erst im Jahr der geplanten IBN zu einem Dauerbrenner und der Widerstand der Bevölkerung trifft Lynas wohl völlig unvorbereitet
3.Beim Erwerb des Malawi Deposits war nie nur eine Rede von Problemen beim Erwerb und erst jetzt redet man plötzlich von Besitzerstreitigkeiten (obwohl man längst davon gewusst hat--> siehe Artikel).

Ich bin gespannt wie es weiter geht. Die müssen dort in Perth und Sydney auf Hochtouren arbeiten um die Investoren nicht zu enttäuschen.

http://www.smh.com.au/business/lynas-under-fire-for-malawi-c…

Lynas under fire for Malawi claim

November 14, 2011.

http://www.themalaysianinsider.com/sideviews/article/lynas-a…

Lynas: A colossal catastrophe waiting to happen —MN D’Cruz

[fuenffranc]

Interessant bei der "colossal catastrophe" sind besonders die Kommentare!! Der Text ein Sammelsurium alter Hüte und Übertreibungen, eine Fleißarbeit Anderer?

[fuenffranc]

Meine Quelle war diese, reich an Kommentaren:
http://aliran.com/7039.html

[JoJo49]

Antwort auf Beitrag Nr.: 42.343.855 von Optimist_ am 13.11.11 19:51:56

Durchaus nachvollziehbar, dennoch hat IMHO N.C. auch seine Verdienste, denn er hat wie kein anderer das Ziel Lynas, trotz aller Wiedrigkeiten und Wiederstände, schnellstmöglich zum Produzenten zu bringen konsquent durch-und umgesetzt und das sich nach über 8-Jahren ein Geo meldet und Besitzansprüche auf das Malawi Deposit stellt konnte keiner aus dem Management von Lynas wissen.

Vielleicht hofft er u.a. als JV-Partner bei Lynas mit einbezogen zu werden oder auf eine höhe Abfindung, das müssen evtl. die Gerichte klären.

Zu allem noch eine Meinung eines Users aus dem HC-Forum zu Lynas von 12.11.2011 dem ich mich durchaus anschließen kann: http://hotcopper.com.au/post_single.asp?fid=1&tid=1601445&ms…
re: down side risk of lyc (omgwen3rds)
...

Good news to Us, the Sooner LAMPS goes into production, the faster we send our competitors out of business and at the same time,we build upon our success by moving up the higher value chain with the production of Magnet with Siemens.

Light rare earth in danger of over supply? no worries! Lynas will shift productions towards HEAVY Rare Earths.Not Only do they have the Duncan Deposit, Lynas will have the right alliances set up as Alkane and Northern Minerals sell their heavy rare earth concentrate to us as well.

My warning to all other rare earth hopefuls out there is watch out because if you don't do business with us, you are going to be out of business very soon.
-----------------------------------------------------------------------------------


http://www.fnarena.com/index2.cfm?type=dsp_newsitem&n=8B54DF…
Lynas Approaching Blanket Coverage
FNArena Newa - November 14 20011

- Lynas Corporration closer to first rare earth produktion
- Upside potential still significant even if further delays
- Macquarie initiates with an Outperform rating

By Chris Shaw

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Googlerübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

What are their prices?
http://www.lynascorp.com/page.asp?category_id=1&page_id=25
Rare Earth Oxide Av. Mt Weld Composition 14/11/11 = 125.05US$/kg auf FOB China basis


@ eine erfolgreiche Woche

Grüsse JoJo

[JoJo49]

Ein Bild sagt manchmal mehr als tausend Worte!


Grüsse JoJo


http://hotcopper.com.au/post_single.asp?fid=1&tid=1601774&ms…
gamma radiation dose of ree concentrates (omgwen3rds)
...

[JoJo49]

Antwort auf Beitrag Nr.: 42.346.065 von JoJo49 am 14.11.11 11:56:05

http://www.smh.com.au/business/dispute-clouds-lynas-ownershi…
Dispute clouds Lynas ownership of rich deposit

November 14, 2011

A South African geologist is claiming the rights to a rare earths resource in Malawi, writes Michael West.

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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

Grüsse JoJo

[Fuenfvorzwoelf]

Neue Fakten!





Eine neue Qualität fundierten Protests:



http://www.freemalaysiatoday.com/2011/11/14/mp-cooks-a-bizza…

[Fuenfvorzwoelf]

Antwort auf Beitrag Nr.: 42.346.569 von Fuenfvorzwoelf am 14.11.11 13:10:01

Einbetten war schwierig, noch ein Versuch! Bitte nicht erschrecken:

[Krawallo29]

Zitat von Fuenfvorzwoelf: Einbetten war schwierig, noch ein Versuch! Bitte nicht erschrecken:

Ja, mi host ghaut!
Das ist ja so schlecht, da müsste man eigentlich ein Aktionsbündnis

"Save the world-stop Fuziah Salleh"

gründen!

[websin]

bemitleidenswert !!!

[Fuenfvorzwoelf]

Antwort auf Beitrag Nr.: 42.347.594 von websin am 14.11.11 15:42:02

Niveaulos!

Schießt sich selber ins Knie, uns kanns Recht sein!

Diese Protestler sind eine Lachnummer.

Nicht so wie wir damals in Wackersdorf!

[Optimist_]

Das ist unfassbar ...sind die Protestler in Malaysia vielleicht gar von einer Krankheit befallen. Anders kann ich mir solche primitiven Hausfrauen Homemade Videos kaum erklären. Oder sind das vielleicht Ausserirdische (mit Thoriumallergie)??

Danke 5vor12! Ist schön zu sehen, wie sich die Opposition dort selbst disqualifiziert.

[Fuenfvorzwoelf]

Antwort auf Beitrag Nr.: 42.349.285 von Optimist_ am 14.11.11 19:46:22

Jau, disqualifizieren sich. Vermutlich nehmen die ihren Protest selber gar nicht so ernst!

Hier kommt noch Gegenwind für die Protestler, denen wird allmählich völlig der Wind aus den Segeln genommen ...

More facts about radiation is been published to educate the Malaysian Public

Article by Prof Dr. Bahari Ismail is a lecturer at Universiti Kebangsaan Malaysia, who is also research the field of radiation safety and security industry over 30 years.

http://utusan.com.my/utusan/info.asp?y=2011&dt=1111&pub=utus…

Google Translate

Too much information one can be 'misled' readers that I found in an interview with a so-called 'nuclear experts', as reported in the opposition the issue recently.

Not to belittle the purpose of expertise 'nuclear experts' interviewed, but to correct the angle of scientific facts alone.

* The Advisory Panel and the International Atomic Energy Agency (IAEA) to conduct research and project results for the Lynas Advanced Manufacturing Plant (LAMP) in Gebeng, Kuantan has concealed information about the material existence of uranium and thorium in the project.

For clarification, this IAEA panel is a panel of experts responsible for assessing the radiological risk due to the impact and implementation of this Lynas. Mean, they called for an independent opinion on the issue of natural radionuclides of uranium materials and thorium.

This was clearly stated in IAEA expert panel report itself, a little strange if this were not realized, if this report really read and understood by the 'nuclear experts' concerned.

* The radioactive material in the rare earth is low but significant amount remitted.

Accurate term should be for the concentration of non-rate activity of radioactive material. If the concentration of radionuclide activity is low, as acknowledged by the 'nuclear experts' itself, then certainly lower dosage.

Low-dose levels of Lynas employees and the public around the plant have been reported in the Lynas Radiological Impact Assessment (RIA) which was presented to the Atomic Energy Licensing Board (AELB).

It must be emphasized that the operation does not thicken the Lynas thorium activity concentrations. The concentration of thorium in concentrations lantinid activities is equal to the concentration of residual activity (ie approximately 6 Bq g-1)

* The waste contains uranium and thorium thrown into the waste area covering 48 hectares, and the concentrations of radon gas producing dusts as well as thorium and uranium.

Conversely, the 'waste' is not thrown into the waste indiscriminately. On the other hand, are temporarily stored in a cell specially designed and constructed in accordance with internationally recognized safety standards.

Engineering methods used as well as physico-chemical properties of uranium and thorium itself will ensure that does not happen radon diffusion / thoron and dust containing uranium and thorium are harmless to humans.

It must be emphasized that the RIA on this project have the potential spread of thoron gas is very small and difficult to measure. It must be emphasized also the natural environment itself has uranium and thorium respectively radon and thoron gases.

* How uranium materials found in Lynas project is similar to that used in the Fukushima nuclear plant in Japan.

Whereas, this is information that is incomplete, misleading and even dangerous. It is U-238 contained in the Lynas is the same type as that used in a nuclear reactor in Fukushima, but the concentrations found in both are different 'like the heavens and the earth'.

Natural uranium (as an appreciable portion used by the Lynas) comprised 0.7 percent (%) U-235 and 99.3% U-238.

U-235, the material parts of the nuclear fuel is very important to start the reaction. In the nuclear fuel enriched U-235 concentration to 5%.

In the Fukushima nuclear reactors that use MOX fuel or mixture of oxides of cleavage, U-235 is not used in nuclear fuel, but replaced with Plutonium-239 (radionuclide is not found naturally in the environment and not in substance concentrations used Lynas ).

Sepekara again, not only those in the uranium nuclear fuel and Lynas lanthanid concentrations (28 ppm) but present in the manure (which can reach 400 ppm) and coal (> 100 ppm).

By analogy, 'nuclear experts' concerned seem to be saying that the whole land in Pahang or Malaysia has similarities to a nuclear reactor in Fukushima only because it has the same uranium materials.

* Lynas waste can pollute the water and the environment.

Meanwhile, the study found that RIA Lynas waste does not pollute the water in the environment. Just like other factories in Gebeng Industrial Estate, each plant emissions into the atmosphere shall comply with the strict conditions set by the Department of Environment (DOE) and AELB.

* Radon gas will be released into the air. Inhaled alpha particles can damage cells and human chromosomes.

Whereas, this information is incomplete and misleading again. It is true that radon gas is produced but the 'nuclear experts' are not, however, states that radon from thorium (more accurately referred to as thoron) have very short life span, only 56 seconds.

This means that within 56 seconds thoron gases are formed and released into the air, it would immediately disintegrate into radionuclides solids fall to the earth, and not harmful. With a small concentration of activity, the possibility of thoron inhaled and harmful is extremely low.

Nuclear experts are forgotten or willfully neglects to state that the risk is controlled with dose limits. As long as the dose limit is not exceeded, the risk is acceptable. The dose limit is used because we have to remember that we are constantly exposed to natural uranium and thorium.

As long as there is uranium and thorium, as long as we are exposed to radon, thoron and alpha particles. In short we can not say we did not want to be exposed to radon, thoron or alpha particles or radiation because all this is anywhere on this earth.

Instead, based on the concentration of Th-232 activities available in the raw materials and processing residues Lynas, and the physical properties of thoron gas itself has been scientifically determined can not pollute the environment to the point of them hazardous to human smell it.

* Waste disposal plan is incomplete.

Meanwhile, as the 'nuclear experts', he would have known that the waste disposal plan is not just dispose of the waste to grow, but also includes the use of the waste safely. In this way, the issue of permanent disposal may not be needed.

If you need to be disposed of, Lynas will have to design and build a temporary landfill that complies with all conditions and criteria for the construction of permanent disposal sites (though not the goal to make the site as a permanent waste disposal sites).

* "As Malaysians, we must reject this industry because there is no safe level of radiation."

As an educator and researcher field of radiation safety and security industry over 30 years (and still serving with the safe), I was surprised by the conclusions drawn by the 'nuclear experts' that.

Whether we realize it or not, he actually states that we can live in a world free of radiation exposure or radiation. Non-nuclear experts already know, this is not true at all. Whether we want it or not, we are constantly exposed to radiation from the earth and the sun.

In fact, there are several places in our country with natural radiation levels that are higher than average levels of Malaysian soil. Please refer to the study of radiation levels in the tin mines in Perak, Selangor and the Black Sand Beach in Langkawi.

Similarly, try to see in Ramsar, Iran; Kerala, India; Grand Junction, Colorado, United States and other places have confirmed levels of natural radiation are much higher than what would be released by the Lynas.

The question is whether people in these places all the handicapped and mentally? In fact, studies of people in Ramsar, Iran found the people there have a longer life expectancy of the people of Iran in other places.

Refer to scientific documents before making inaccurate statements, one and can be misleading. 'Nuclear experts' are studied and obtained a first degree in the field of Nuclear Engineering and Physics in the United States. Is not he exposed to radiation during the study?

Of course there is. So, whether he or his family suffered any disability as a result of radiation exposure low regardless of any level?

Nuclear experts should educate the public about radiation and its effects on actual facts and not mislead the community with information which is incomplete and incorrect.


http://hotcopper.com.au/post_single.asp?fid=1&tid=1603997&ms…

[JoJo49]

http://au.ibtimes.com/articles/249373/20111115/lynas-corp-cl…
Lynas Corp Close to First Production of Rare Earths

By Esther Tanquintic-Misa | November 15, 2011 3:00 PM EST

Market interest in Lynas Corp. has been steadily rising after it announced it is close to its first production output of rare earth metals from its Mount Weld Rare Earth Project.

(Photo: REUTERS/Stringer Malaysia / )
A general view shows the under-construction Lynas Corp rare earth plant in Gebeng, 270 km (168 miles) east of Kuala Lumpur, June 29, 2011. Australian rare earths producer Lynas Corp plans to update the market on an independent review of its rare earths plant in Malaysia, it said on Thursday, requesting a trading halt on its shares. The Malaysian government, under pressure to show that the plant does not pose any radioactive risk, recently set up an independent panel to review the health and safety aspects of Lynas's rare earths plant in the state of Pahang. Picture taken June 29, 2011

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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Grüsse JoJo

[JoJo49]

http://www.nst.com.my/opinion/letters-to-the-editor/lynas-pl…
LYNAS PLANT: Study can silence opponents

The Pahang branch of the Malay Chamber of Commerce welcomes large-scale investments which can benefit the state, such as the rare earths processing plant being built by Lynas Corporation in Gebeng.


The rare earths processing plant being built by Lynas Corporation in Gebeng will contribute to Pahang’s economy.
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Grüsse JoJo

[JoJo49]

http://community.nasdaq.com/News/2011-11/eu-feels-pressure-o…
EU Feels Pressure of China's Rare Earths Supply Pinch

Posted 11/15/2011 12:20 AM by Christine Gaylican

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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Grüsse JoJo

[JoJo49]

LYC Lynas Corporation Limited
November 2011
16th Presentation at Roskill Rare Earths Conference
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6570…
Rare Earths
WE TOUCH THEM EVERYDAY

Roskill International Rare Earths
Conference Presentation

16 November 2011

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...

Seite 20
Lynas – online in early 2012, delivering
Rare Earths globally

• Our vision is to be the leader in Rare Earths for a sustainable future.

• We are close to realising this vision.

• Lynas will be online in early 2012, delivering Rare Earths globally.

• The LAMP is scheduled to come online with a Phase 1 production capacity of 11,000tpa REO.

• Work for Phase 2 is underway for an additional 11,000tpa REO.

...



Grüsse JoJo

[JoJo49]

Bei all den Analysten die Empfehlungen geben sollte man IMHO bei allem Wissenswerten auch immer wieder zwischen den Zeilen lesen, wer hier Empfelungen mit welchem Interesse gibt.
Da ist es immer wieder hilfreich auch zu beachten aus welchem Land er kommt und für welches Unternehmen, wenn er nicht gerade freiberuflich tätig ist, er arbeitet, und wer sein Fragesteller ist dem er antwortet, wie z.B. bei folgendem Exklusivinterview.

Grüsse JoJo



http://oakshirefinancial.com/2011/11/15/rare-earth-metals-pr…
Rare Earth Metals Producers with First-Mover Advantage

11/15/11 by Guest Contributor
Filed under Bourbon & Bayonets

The rare earth elements sector is poised for long-term growth, but Brian Chin, a research analyst with Gabelli & Company Inc., recommends investors opt for near-term producers. In this exclusive interview with The Critical Metals Report, he shares his top picks.

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Googleübersetzt: http://translate.googleusercontent.com/translate_c?hl=de&ie=…


Grüsse JoJo

[JoJo49]

http://www.finance.ninemsn.com/news-and-markets/company/?cod…
Latest RBS news

LAMP To Shine For Lynas

NOV 17, 2011

While progress on construction of the plant has been impressive to date, the project has fallen a few weeks behind early forecasts. In the view of RBS Australia this is not overly significant, given the scale and complexity of the project.

Googleübersetzt: http://translate.google.de/translate?hl=de&sl=en&tl=de&u=htt…

http://www.fnarena.com/index2.cfm?type=dsp_newsitem&n=AECF21…
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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

Grüsse JoJo

[JoJo49]

Video: http://www.finnewsnetwork.com.au/archives/finance_news_netwo…
Lynas says LAMP nearing completion November 17, 2011 08:00 AM

Lynas Corporation Limited (ASX:LYC) has advised that the Lynas Advanced Materials Plant in Malaysia is nearing completion. Speaking at the International Rare Earths Conference in Hong Kong chairman Nick Curtis said the project will be finished in weeks and is on track to open at the beginning of 2012.

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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Grüsse JoJo

[JoJo49]

http://www.wallstreet-online.de/nachricht/3736322-rare-earth…
Rare Earths - Will New Supply Ease Availability Concerns?

Autor: PR Newswire (engl.) | 16.11.2011, 19:28

The rare earths industry is at a turning point, new sources of supply from mines outside China are coming on stream, the industry in China is coming under more effective control with increased corporate consolidation led by state controlled enterprises, and a re-evaluation of the way in which rare earths are used is taking place, following a year of unprecedented high prices.

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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Grüsse JoJo

[JoJo49]

Für alle die sich nach den gewaltigen Preisanstiegen für REO wundern das bestimmte REO in den vergangenen Monaten gefallen sind.

Eigentlich ist das eine ganz einfache Sache, denn es geht wie immer nach "Angebot und Nachfrage".

Obwohl der Bedarf/Nachfrage weiterhin in den nächsten Jahren stetig steigen wird hat China bei einigen REO noch genügent Potential in diesem Beriech ihre Spielchen zu treiben so wie es u.a. der folgende Artikel aufzeichnet, allerdings ist das IMHO nur noch eine Frage der Zeit wie lange sich das China leisten kann und hängt natürlich auch davon ab wann die Weltkonjunltur wieder anzieht.


Grüsse JoJo

http://www.raremetalblog.com/2011/11/china-and-a-game-called…
Friday, November 11, 2011
China and a Game Called Supply and Demand

Breaking down the coterie that’s known as rare earth elements means taking it a wee bit further than simply defining them as lights and heavies.

Once you break them down into 15 or 17 separate components, it shines a light on some of the dynamics of the market and what China may be doing with the supply and demand equation.
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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Grüsse JoJo

[price-of-success]

Moin aus dem Norden der Republik.

Wundere mich, dass die Aktie nicht dauerhaft die 1 Euro Hürde nimmt.

Gibt sicherlich charttechnische Gründe dafür- oder liegt der Grund
im AU$ begründet?

Gruß

LUBI54

[JoJo49]

Antwort auf Beitrag Nr.: 42.366.272 von price-of-success am 17.11.11 20:50:35

Kommt IMHO in den nächsten Monaten und will zu Anfang mal zum ersten mit einem Zitat anworten: An der Börse gibt‘s nur Schmerzensgeld – erst kommen die Schmerzen, dann das Geld! (André Kostolany)

Zweitens mit einer aktuellen Meinung/Begründung aus dem HC-Forum zu Lynas dem ich mich anschließen kann: http://hotcopper.com.au/post_single.asp?fid=1&tid=1606348&ms…
5 reasons for lynas... (toly)
...

OK, here are my top 5 reasons that Lynas is a Great investment...

1. LAMP... LAMP will be finished in a few weeks, pretty much on-time, and on-schedule. It is unlikely that Nick curtis would have made such a bold statement about completion and commissioning if the license process was not close to approval. Also, the upcoming tours are likely to impress everyone...

2. Capitalization... Lynas is well capitalized and while they may be close to spending what they have in the bank (on the balance sheet), they have a $125m credit facility in place that is basically untapped... Going to the well for a secondary or private placement is NOT necessary, thus stock dilution will not occur...

3. Technology Superiority... It is very likely that Lynas is taking advantage of new technologies as they emerge. For example, ucore's X-Ray Transmission is not a new technology and it it likely Lynas has been aware of such a process for a while. LAMP, very likely was designed to incorporate emerging technologies as it was designed for a doubling of capacity from the very start...

4. Shareholder Equity... Unlike many of the juniors and even the other major REE producers, Lynas has significant HARD assets. On the balance sheet there is a line for Plant, Property and Equipment. PP&E is a major component of the assets section on the balance sheet and Lynas currently has close to $625m in shareholder equity. This number is what the shareholders actually own and appears to be a conservative number at that...

The balance sheet of many other REE's show less than $20m in cash with the rest of the current assets being their real estate (mining claims). These assets may or may not be worth the "assessed value." which is an arbitrary process. Lynas has contingency cash nearly twice that of the secondary offerings on many of the juniors...

5. Intangibles... Little competition. According to Jack Lifton the field of REE companies will shrink at a fast pace. The difficult global economy makes it very tough to "go to the well" and raise new capital. Lynas is the only company that will be in production of significant quantities of REE's in the very near future....

The basket price of the RE elements is still ~$125. Sure the prices have tumbled recently but looking at the Lynas REE price tables the prices are currently up 500% since 2010...

It has been a long road with many potholes for Lynas. Many of the other REE's claim they will have REE processing facilities in place within a year or two, but one needs to look at a company that has actually been through the entire process and make their production projections based on reality… Becoming a REE producer is nowhere as easy as most of the other REE's envision. It takes significant resources including IP, experience, capital and most importantly time to overcome the barriers of entry in this space.

IMO there will be a huge and growing demand for REE's and it will be supply that will determine this demand. With the promise of LAMP's completion and the start of production, LYC is looking pretty good as a first mover in this space... JMHO...

FOB China Prices

http://www.lynascorp.com/page.asp?category_id=1&page_id=25



Grüsse JoJo

[JoJo49]

Zum WE stelle ich hier mal IMHO ein umfangreiches, informatieves und aktuelles Posting aus dem HC-Forum zu Lynas ein: http://hotcopper.com.au/post_single.asp?fid=1&tid=1605205&ms…
lynas versus moly in the ree race (chihawk)
...

To change the subject I'll share my recent thought. Many in the US think Moly and Lynas are still in a race. I find that illusory. Lynas' recent presentation is substanative, factual, and suggests they are on track.

Sure Lynas needs the AELB approval, but:
-The concentrate continues to ramp up;
-The Mt. Weld drilling is great;
-The LAMP is over 85% complete;
-And the pictures confirm the Lynas progress is very real. Lynas has been consistent, followed a clear path and it is falling in place. But Meanwhile, I think people are losing faith in the Moly promises. Several key factors do not add up with Moly IMO:

At the start of the year Smith said the LREE/HREE distinction was a "fraud" (Smith's word on the CC) to cover up low ore grade projects. Now, six-eight months later Moly has a four pronged approach to developing HREE's. I question the rapid change in Moly's direction on HREE's. While Gareth Hatch questions the HREE comments in a TMR article. But it goes much further. On comments 17 and 18 at the TMR article a blogger named Poncho 462 posed an interesting issue. He said in part:

"It is my understanding that at least one key problem at the moment for MCP is the lack of permit to build the needed natural gas pipeline to fuel the only part of Phoenix (phase) one currently under actual construction, which is the electrical generation plant. ...
Now, If they have no fuel pipeline permit for their generating plant (nearly built), and they have no construction currently underway for any of the Phoenix project infrastructure, Can you explain how they could possibly complete the 19,000 TPA phase one and begin production by the end of September 2012...
I reviewed the website again, ...and they seem to have removed the video of the pipeline route."
http://www.techmetalsresearch.com/2011/11/what-molycorp-has-…

As it turns out SA's Valley Boy found information on Slide 25 of this Kern River pipeline presentation:
https://www.wyogasfair.org/Todd%20Kremer.pdf

This pipeline issue needs to be addressed by Molycorp. The issue appears to be slowing progress. I know Molycorp says they are on time and on budget but I expressed my doubts in this insta using the photos and drawings available:
http://seekingalpha.com/instablog/812815-chihawk/232586-moly…

And in Molycorp's bragging on their last call on the 500,000 hours completed I found too few hours for this stage in the project since Lynas is now over 85% complete and for the phase one LAMP alone has 5,700,000 hours LTI free. And it also means Lynas has done 700, 000 man hours on the LAMP in six weeks while Moly has 500,000 hours in TEN MONTHS!:
http://rareearthfuture.com/2011/11/12/is-molycorp-phoenix-on…

Sorry for the links but the slides need to be seen on their own to make the point and I can't place this much stuff in one post. I chose this moment to post to get us past the flame bait as well. I think we have enough going on to avoid this baiting. Right?

--------------------------------------------------------------------------------
Bullish on LYC. Focused on the company story.


@ ein schönes WE

Grüsse JoJo

[JoJo49]

Der folgende Bericht beinhaltet u.a. ein Video so wie zum Schluß eine IMHO interessante Zusammenfassung zum aktuellen Stand von Lynas und der LAMP.

Zu allem anderen gibt es die unterschiedlichsten Grüchte, wie die Chinesen versuchen den Produktionsstart zu verzögern oder gar zu unterbinden bis hin das die malaysichen Politiker/Behörden geschmiert werden wollen usw.

Ich persöhlich gebe daraufs nicht viel einfach weil die Betriebsgenehmigung auf Grund der wirtschaftlichen Zusammenhänge für Malaysia IMHO in der Zukünft nur Vorteile bringen wird und sich die Entscheidungsträger das dann auf ihre Fahnen schreiben können, oder anders gesagt, es ist für beide Seiten ein WinWin-Geschäft.

@ ein schönes WE

Grüsse JoJo



http://beritasemasa.com/lynas-malaysia-gebeng-kuantan-isu
Lynas Malaysia di Gebeng Kuantan. Mana Lebih Baik, Kehendak Rakyat @ Permintaan Syarikat Asing?

by Staff Berita Semasa on November 14, 2011

in Aduan & Tuntutan

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1.Kilang Lynas Malaysia sudah pun 95% dibina di Gebeng Kuantan.
2.Keluasan menyamai 140 buah padang bola atau 100 hektar tanah.
3.Kedudukan Kilang Lynas Malaysia diapit oleh Polyplastic dan Projek Fasa 1 Kluster Industri Minyak Kelapa Sawit yang juga berhadapan dengan Agensi Penguatkuasaan Maritim Malaysia (APMM) dan bersebelahan dengan BASF Petronas Chemicals.
4.Juga tercatat papan tanda LAMPSON atau Lynas Advanced Material Plant (LAMP) antara Lynas Malaysia Sdn Bhd dan UGL Resources.
5.UGL Resources adalah syarikat utama yang berpengkalan di Australia dalam bidang Pengurusan Aset dan Projek dengan jumlah kakitangan sekitar 42,000 orang.
6.Mereka telah dianugerahkan Kontrak Pengurusan Projek Pembinaan Lynas di Gebeng pada 22/2/2010 dengan nilai kos pengurusan projek di sekitar RM96.8 juta. UGL Resources bertanggunjawab di dalam urusan rekabentuk kejuruteraan kilang Lynas Malaysia. Kos infrastruktur Lynas di Gebeng dianggarkan sekitar RM700 juta.
7.100% milik Lynas Australia.
8.Dijadual untuk disiapkan Suku-3 2011 (September). Tarikh asal dikatakan pada Suku-1 2011 (March).
9.Lesen untuk dibina diberi pada tahun 2008.
10.Peluang Pekerjaan hanya untuk 350 orang sahaja.
11.Akan menghasilkan 22 ribu tan ‘rare earth oxide ‘ setahun.
12.Nilai eksport dianggarkan pada nilai RM8 Billion setahun.
13.Bebas Cukai selama 12 tahun.
14.China merupakan pembekal ‘rare earth’ atau nadir bumi terbesar di dunia sebanyak 95%. Dijangka berlaku penurunan export nadir bumi atau ‘rare earth’ China dari 72% kepada 37% pada tahun 2011.
15.Harga satu tan pada RM364, 800.
16.Pembeli terbesar adalah dari Jepun, Amerika dan Eropah untuk keperluan industri berteknologi tinggi (Magnet Prestasi Tinggi) seperti Kabel Fiber Optic, Monitor LCD, Komputer, Lensa Kamera, Mentol Lampu, Smartphone, Alatan Ketenteraan dan Kereta Hybrid.
17.Lynas Malaysia dijangka akan menjadi pengeluar 1/3 daripada keperluan ‘rare earth’ atau nadir bumi dunia selepas 2 tahun beroperasi.
Googleübersetzt: http://translate.google.de/translate?hl=de&sl=ms&tl=de&u=htt…

http://www.miningaustralia.com.au/news/angry-malaysian-gover…
Angry Malaysian Government rebukes Lynas
By Andrew Duffy on 10 November 2011
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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

[JoJo49]

http://translate.google.de/translate?hl=de&sl=en&tl=de&u=htt…
Lynas strebt Lizenz

Firm ist betriebsbereit und eifrig zu beweisen, Kritiker falsch, sagt Geschäftsführer.


http://www.nst.com.my/local/general/lynas-aiming-for-licence…
19 November 2011 | Last updated at 08:50AM

Lynas aiming for licence

By M. HAMZAH JAMALUDIN
KUANTAN

Firm is ready to operate and eager to prove critics wrong, says managing director.


Lynas senior manager (engineering services) Wee Tiat Eng showing the monitor of the airborne monitoring system which detects the radiation level at the plant in Gebeng. - Luqman Hakim Zubir

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Grüsse JoJo

[JoJo49]

http://au.ibtimes.com/articles/252997/20111121/lynas-malaysi…
Lynas Malaysia Plant Not Harmful to Community

November 21, 2011 4:49 PM EST

Australian miner Lynas Corp. had received a pat on the shoulder after the executive branch of government in the Malaysian state of Pahang confirmed its rare earth metals plant pose no harmful effects to the people nor the surrounding environment of Gebeng in Kuantan, Pahang.

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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

http://www.lynascorp.com/page.asp?category_id=1&page_id=25


@ eine erfolgreiche Woche

Grüsse JoJo

[JoJo49]

Wie wir den aktuellen Berichten zur LAMP entnehmen können hat Lynas alle Vorderungen aus dem IAEA-Bericht erfüllt und zu Prüfüng der ALEB vorgelegt und vorgestellt.

Da ist es für mich, wie auch für andere, immer wieder, milde ausgedrückt, seltsam das sich die sogenannten Experten der Beführworter wie der Gegner der LAMP es nicht fertig bringen sich zusammenzusetzen um sich auszutauschen und gemeinsam zum Nutzen aller die/Ihre Probleme sowie deren Lösungen besprechen.

Anstatt werden von der Stopp-Lynas-Bewegung immer wieder neue Vorwürfe und Forderungen erhoben die einer ernsthaften Überprüfung dann immer wieder nicht standhalten und sich, vorsichtig ausgedrückt, absolut als Gegenstandslos herausstellen.

Damit machen sich die Gegner der LAMP IMHO nicht nur unglaubwürdig sonder er wird am Ende z.B. bei den anstehenden Wahlen zu ihrem Schaden auf sie selber zurückfallen.
Man kann nur für alle hoffen das dies schnellsten von der pol. Oposition/Gegnern bemerkt wird und ein Konsens eingeleitet wird.


http://ondastreet.wordpress.com/2011/11/22/lynas-corporation…
Lynas Corporation: Politically Radioactive???
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...
Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

http://ondastreet.wordpress.com/2011/11/23/lynas-yb-fuziahs-…
Lynas: YB Fuziah’s Twist & Turn in Twitter
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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Zum Schluss noch eine aktuelle Meinung aus dem HC-Forum von unserem Freund NightStalker dem ich mich voll und ganz anschließen möchte sowie ein Bericht mit vielen weiteren Links die unsere aktuelle wie zukünftig Problematik auf unserer Erde aufzeichnet und IMHO dazu führen kann/sollte mal weit über den Tellerrand zu schauen und nicht nur, zugegeben bedeutende aber für unser weitere Zukunft am Ende nicht wichtigste Krise, auf die Schulden- und/oder Finanzkrise .

http://hotcopper.com.au/post_single.asp?fid=1&tid=1611424&ms…
volumes right down (NightStalker)
...
Not sure if anyone has noticed, but with the drop in share price, and even through the last couple of weeks of consolidation, the volumes have dropped right away.

The plunge in Sept/Oct was accompanied by enormous volumes. This current weakness is on about a quarter of that volume.

That may be due to people simply staying out of the market, or it may be that sellers/shorters are running out of puff. Yes, the sell side still outnumbers the buy side about 3:1, but that can change in a few minutes.

A drop in shareprice on INCREASING volume is a BAD thing. But a drop in share price on DECREASING volume is not nearly as bad, and often accompanies a bottoming formation - the change in sentiment.

There may well be a lot of people sitting on the LYC sidelines right now, just waiting to see if that license eventuates, before either jumping back in, or covering their shorts.

The weakening volume is, to ma at least, a somewhat encouraging sign, for a year-end rally.



--------------------------------------------------------------------------------
Regards, NightStalker

"The trend is your friend till the bend at the end


http://royalsociety.org/climate-change/?gclid=CMb5x8SGrqsCFW…
Climate Change

What’s New
Climate change continues to be a subject of intense public and political debate. Because of the level of interest in the topic the Royal Society has produced a new guide to the science of climate change. The guide summarises the current scientific evidence on climate change and its drivers highlighting the areas where the science is well established, where there is still some debate, and where substantial uncertainties remain. The document was prepared by a working group chaired by Professor John Pethica, Vice President of the Royal Society and was approved by the Royal Society Council. http://royalsociety.org/policy/publications/2010/climate-cha…
usw.
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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Grüsse JoJo

[Fuenfvorzwoelf]

Sehr lesenswert!

http://www.goldseiten.de/content/diverses/artikel.php?storyi…

[JoJo49]

http://www.china.org.cn/china/2011-11/24/content_23999373.ht…
China tightens control over rare earth projects
November 24, 2011

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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


@ ein schönes WE

Grüsse JoJo

[JoJo49]

http://www.techmetalsresearch.com/2011/11/navigating-the-rar…
Navigating The Rare Earth Metals Landscape

by Admin on November 23, 2011
in Hybrids & EVs,In The Media,News Analysis,Rare Earths

by Brian Sylvester – The Critical Metals Report – published: Nov 22, 2011
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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Ein Bericht über die malaysischen Förderungspolitik hinsichtlich der sogenannten grünen Technologien den man in Bezug auf Lynas IMHO durchaus positiv bewerten kann:
http://www.mysinchew.com/node/66530
Malaysia firming up as largest solar panel manufacturer

Business News 2011-11-16 16:16

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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Grüsse JoJo

[JoJo49]

Eine IMHO realistische Überschlagsberechnung aktuell von einem User aus dem HC-Forum zu Lynas: http://hotcopper.com.au/post_single.asp?fid=1&tid=1612266&ms…
re: actual see prices... (gdavid73)
...

Toly, nice to see the calcs. I will still advise to go by the known facts. From the following quote from your post it seems that you are making a very simplified assumption and my calcs show that to be wide off the mark.

Except for Holmium, prices for all the CLD and Duncan components are available in Asian metals website.

Using those prices along with forex conversion for the prices in RMB, breaking down the 480 tons from stage 1 into their components gives a $304 million revenue not $1.328 billion.

For those mathematically minded, using the percentages provided in the Roskill Rare Earths Presentation announced to ASX on 16-11-11 components other than La, Ce, Pr and Nd from CLD works out to be 632.5 tons not 480 tons from a yearly production of 11,000 tons.

If I use 632.5 tons for the calcs it works out to be $401 million revenue.

Ofcourse it is still a large revenue but not the windfall of billions.

"Using an average price of $3,000/Kg may be reasonable given that Terbium is priced @ $2,800/Kg and Europium is priced @ $3,800/Kg. The lack of supply in the future could drive this price even higher.

OK, Gloria indicated that there would be around 480 mt of unseparated SEE's during Phase 1. Some quick math...

480 mt * 1000kg * $3,000/kg = $1.44b of unseparated Heavy (Scarce) REE's…

Of course this figure doesn't account for production cost's so lets assume $15/kg.. production costs'…"

480 mt * 1000kg * $$15 = $7.2m

$1.44b - $7.2m = $1.328b Profit for HREE''s of
$1.328 billion dollars."
-----------------------------------------------------------------------------------------------------

http://www.visavis.de/modules.php?name=djnews&djn_id=254055
DJ BMW und Toyota streben Kooperation an - Nikkei

...
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u.a.:
Im Oktober hatte BMW ein Joint Venture zusammen mit PSA Peugeot Citroen aus der Taufe gehoben, das ab 2015 Hybridkomponenten produzieren soll. In das Gemeinschaftsunternehmen mit dem Namen "BMW Peugeot Citroën Electrification" sollen insgesamt 100 Mio EUR investiert werden. Toyota kooperiert seit August mit Ford bei der Entwicklung von Hybridfahrzeugen.
-----------------------------------------------------------------------------------------------------


Sie stellen immer wieder die bereits wiederlegten Behauptungen wieder besseren Wissen gegen Lynas und die LAMP auf.
Da wird es IMHO Zeit das Lynas und die malaysischen Behörden rechtliche Schritte ergreifen um das Ganze auf faktische Füsse zu stellen um die Stopp-Lynas-Bewegung zu zwingen auf die Faktenlage einzugehen, denn auch in Malysia sind in der Öffentlichkeit wissentlich aufgestellte Falschdarstellungen zum Scaden gehenüber Dritten eine strafrechtlich relevanter Tatbestand.

http://ecowarriorz.blogspot.com/2011/11/lynas-not-welcome-he…
Thursday, November 24, 2011
LYNAS NOT WELCOME HERE

LYNAS AGM on NOVEMBER 30TH


Send a clear message to their shareholders that Lynas
is not welcome in Malaysia by visiting:

GETUP! CAMPAIGN SUGGESTIONS FORUMSTOPPING AN AUSTRALIAN MINING COMPANY TO DUMP TOXIC WASTE IN MALAYSIA NEAR POPULATED COASTAL REGION


Sydney-based Lynas Corporation is constructing a huge rare earth refinery near the city of Kuantan in Malaysia. It is scheduled to bring rare earth ore from its WA mine in Mt Weld to the refinery in Kuantan, Malaysia.
Every year it will dump 230,000 tonnes of solid waste containing radioactive thorium and a rang of heavy metals and toxic substances. Every hour, 500 tonnes of waste water will be discharged into a natural river which flows into the sea. Every hour, 90,000 cubic meter of gaseous participles are released into the atmosphere. The refinery is within 2 km of densely populated coastal fishing villages and tourism hot spots. No detail of the waste management plan is made available to the public to date. Local people have been protesting to stop the refinery since March, to little avail. The corrupt Government instead sent in paid thugs to rough up the peaceful protestors consisting to grand parents, fathers and mothers with children. They are pleading for help for caring Australians to stop this company from proceeding with the refinery project.
...
...


Grüsse JoJo

[JoJo49]

http://www.chinadaily.com.cn/business/2011-11/25/content_141…" target="_blank" rel="nofollow ugc noopener">http://www.chinadaily.com.cn/business/2011-11/25/content_141…

China tightens control over rare earth projects
Updated: 2011-11-25 10:29

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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

Grüsse JoJo

[JoJo49]

Einige Nachrichten zu und um die Seltenen Erden sowie die weltweite Entwicklung über Produkte für die REOs immer mehr gebraucht werden.

Grüsse JoJo



http://www.steelguru.com/chinese_news/Chinese_rare_earth_exp…
Chinese rare earth exports mired in doldrums

Sunday, 27 Nov 2011

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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


http://www.techmetalsresearch.com/2011/11/decoupling-the-rar…
Decoupling The Rare-Earth Junior-Mining Market From Emphasis On Molycorp And Lynas

by Jack Lifton on November 26, 2011 · 8 comments

in China,Rare Earths

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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


http://www.top100innovators.com/top100
Top 100 Global Innovators
Drei der LYC Kunden/Partner sind in dieser Liste: BASF, SIEMENS und Rhodia.


http://af.reuters.com/article/commoditiesNews/idAFL5E7MP17G2…
Denmark aims for 100 pct renewable energy in 2050
Fri Nov 25, 2011 4:47pm GMT

* Proposes to get 52 pct of power from renewables in 2020

* Aims for entire energy supply from renewables in 2050

* Minister says investment in green energy can pay off

By Mette Fraende

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Googleübersetzt: http://translate.google.de/translate?hl=de&sl=en&u=http://af…

http://seekingalpha.com/article/310276-black-friday-online-r…
Black Friday Online Retail Spending Up 24.3%
7 comments | by: TechCrunch November 26, 2011 | includes: AAPL, EBAY, GOOG, XRT
Leena Rao

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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


http://www.cnbc.com/id/45435459
Dow, S&P Log Worst Thanksgiving Week Since 1932
Published: Friday, 25 Nov 2011 | 1:10 PM ET
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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Grüsse JoJo

[JoJo49]

IMHO wissen sie diesmal was sie tun mit all den positiven wie negativen Folgen.

http://www.boerse-go.de/nachricht/Neuemissionen-bei-Rohstoff…
Neuemissionen bei Rohstoffen und Renten

Kategorie: News Warenterminbörsen | Aktuelle Nachrichten ETF | Datum: 27.11. 21:00

...
...
Aus dem gleichen Hause stammt auch der ETF auf den STOXX Global Rare Earth Indes, mit dem ETF auf STOXX Global Rare Earth Index die Anleger auf Xetra erstmals die Möglichkeit, in Unternehmen zu investieren, die mindestens 30 Prozent ihrer Einnahmen durch die Gewinnung, die Verarbeitung oder den Transport von seltenen Erden erwirtschaften. Zu seltenen Erden gehören Rohstoffe wie Europium, Lanthan und Cer. Zwei weitere UBS-ETFs haben den japanischen und den europäischen Bausektor als Underlying. Außerdem brachte der Emittent auch zwei Small Cap-ETFs auf die Eurozone auf den Markt.
...
...


@ eine erfolgreiche Woche

Grüsse JoJo

[Fuenfvorzwoelf]

Antwort auf Beitrag Nr.: 42.407.122 von JoJo49 am 28.11.11 10:42:39

Moin JoJo,

mich würde bei diesen ganzen Zertifikaten interessieren, ob es sich dabei um Inhaberschuldverschreibungen oder um Sondervermögen handelt. Nur, damit man das Emittentenrisiko einschätzen kann. Ich ging lange Zeit davon aus, dass ETFS kein Emittentenrisiko haben, aber wurde zwischenzeitlich eines besseren belehrt.

Sorry für OT! Aber vielleicht interessiert das auch andere ....

matze

[Optimist_]

Aus der in Hong Kong ansässigen South China Morning Post.

http://www.scmp.com/portal/site/SCMP/menuitem.2af62ecb329d3d…

Rare earth prices to stay high for years
Eric Ng, Nov 28, 2011

..
Mainland prices surged between 20 and 125 per cent and continued to rise by a further 1.5- to 9-fold between January and July, before diving by between 25 and 75 per cent in the past four months as traders and users made fewer purchases and ran down their inventories.

"There is serious concern that demand for some rare earth elements might exceed present supply within a few years," the Institute for Applied Ecology (IAE), a German sustainable development research centre, said in a report last January.

"Even if China imposes no export restrictions it is to be expected that the increasing demand up to 2014 can only be met if further mines, in addition to the two planned mines in Australia and the US, are opened."

Overall, the demand-supply dynamics have not changed since the report's release. Demand for rare earth minerals outpaced supply last year and the imbalance is expected to remain until 2014, according to Mark Smith, chief executive of Molycorp Minerals, at a recent rare earths conference in Hong Kong.

...

Und vom wichtigsten derzeitigen Mitwettbewerber Molycorp kommt Folgendes:

http://www.marketwatch.com/story/molycorp-daido-steel-mitsub…

Molycorp, Daido Steel, & Mitsubishi Corporation Announce Joint Venture To Manufacture Sintered NdFeB Rare Earth Magnets

..
The joint venture will manufacture sintered NdFeB permanent rare earth magnets with technology licensed from Intermetallics, Inc., a partnership between Mitsubishi, Daido, and Dr. Masato Sagawa, co-inventor of the NdFeB magnet. The capital contribution ratio of the newly formed company will be 30.0% by Molycorp, 35.5% by Daido, and 34.5% by Mitsubishi. The joint venture will be financed by the three shareholders and by a government subsidy sponsored by Japan's Ministry of Economy, Trade, and Industry (METI).

The joint venture plans to construct an initial 500 metric-ton-per-year magnet manufacturing facility in Nakatsugawa, Japan (Gifu Prefecture), with operations expected to commence by January 2013. The companies expect to begin work on the new facility next month and eventually expand operations in the U.S. and elsewhere.

The technology to be used by the joint venture is a new and novel approach that does not depend on the use of patents held by other magnet companies. The technology allows for the manufacture of permanent rare earth magnets that deliver greater performance with less reliance on dysprosium, a relatively scarce rare earth. The process also results in higher production yields.

...

[MdBJuppZupp]

Informativer Thread. Lese ab jetzt mit. Viel Glück allen investierten

Gruß
Jupp

[MdBJuppZupp]

[DJHLS]

Zitat von JoJo49: Einige Nachrichten zu und um die Seltenen Erden sowie die weltweite Entwicklung über Produkte für die REOs immer mehr gebraucht werden.

Grüsse JoJo


http://www.techmetalsresearch.com/2011/11/decoupling-the-rar…
Decoupling The Rare-Earth Junior-Mining Market From Emphasis On Molycorp And Lynas

by Jack Lifton on November 26, 2011 · 8 comments

in China,Rare Earths

(...)
Grüsse JoJo

Guter Artikel. Allerdings nicht gerade gute Aussichten für Lynas und Molycorp (heute mit double digit-Tagesgewinn), da bei im wesentlichen Light Rare Earth produzieren.

Richtig ist auf jeden Fall, dass beide davon abhängen, dass China seine Exportbeschränkungen aufrecht erhält. Die Chinesen könnten beide erledigen, indem sie mal wieder über ein paar Monate LREE zu kampfpreisen auf den Markt werfen. Dann gehen die Aktienkurse von Lynas und Molycorp in die Knie und die Chinesen können sich billig dort einkaufen.

[JoJo49]

Antwort auf Beitrag Nr.: 42.411.218 von DJHLS am 28.11.11 22:36:10

Na ja, über J.L. kann man sicher unterschiedlicher Meinung sein.
Ich pers. halte ihn alles andere als unabhängig.
Er hat in der Vergangenheit immer wieder bewiesen das er außerhalb von Nordamerika Explorern/Werten ausschließt und/oder sagen falsche, negative Angaben/Annahmen im Vergelich zu nordsamerikanischen Werten trift, d.h. er ist IMHO, trotz aller Fachkenntnis, mit Vorsicht zu genießen.

Zu China: Nach allen Annahmen und Berechnungen wird China spätestens in 7/8-Jahren selber zum REO-Impoteur werden einfach aus dem Grund weil China nur 33% der Ressourcen/Reserven besitzt aber im vergangenen Jahrzehnten 97% des weltweiten Bedarf über Export abgedeckt.
Da der Bedarf/Nachfrage in der Zukunft Jahr für Jahr steigen wird hat China in weiser Voraussicht, so wie es nur eine staalich gelenkte Wirtschaft machen kann, vorgesorgt, den Export über Steuern und Abgaben sowie Exportbeschränkungen reguliert um gleichzeitig Lagerbestände für ihren weitersteigenden Bedarf aufzubauen.

Warum sollte sich China daher doppelt bestrafen und ihre Lagerbestände billigst unter Produktionspreis abgeben um dann um so schneller abhängig von teuren Exporten zu werden?

Denn schon in den vergangenen 2-Jahren haben die chinesischen REO-Produzenten mit ihrer reduzierten Verkäufen doppelt bis 3-mal so hohe Gewinne eingefahren als wie in den vergangenen 15-Jahren vorher.


Mit Video: http://www.finnewsnetwork.com.au/archives/finance_news_netwo…

Nick Curtis confident of Lynas H1 production
November 29, 2011 03:30 PM


Transcription of Finance News Network Interview with Lynas Corporation Limited (ASX:LYC) Executive Director, Nicholas Curtis.

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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


Grüsse JoJo

[Fuenfvorzwoelf]

Zitat von DJHLS: Richtig ist auf jeden Fall, dass beide davon abhängen, dass China seine Exportbeschränkungen aufrecht erhält. Die Chinesen könnten beide erledigen, indem sie mal wieder über ein paar Monate LREE zu kampfpreisen auf den Markt werfen. Dann gehen die Aktienkurse von Lynas und Molycorp in die Knie und die Chinesen können sich billig dort einkaufen.

Von mir aus können die Chinesen MCP übernehmen. Bei Lynas nicht möglich, weil das FIRB intervenieren würde.

[Fuenfvorzwoelf]

Antwort auf Beitrag Nr.: 42.411.218 von DJHLS am 28.11.11 22:36:10

JL: Für Geld macht der alles!

[FaxenClown]

Zitat von Fuenfvorzwoelf: Von mir aus können die Chinesen MCP übernehmen.

... mMn völlig abwegig. Glaub mal, dass dann ein bezahlter ... äh gewählter Kongressabgeordneter aus Californien die Grube bis zum St.-Nimmerleins-Tag stillegt ... und sei es weger der selten Mops-
Fledermaus oder wegen Wüstenschildkröten.

Da hätten die Chinesen - auch in Sachen Versorgung - nichts mit gewonnen.

MfG, FaxenClown

[Fuenfvorzwoelf]

Antwort auf Beitrag Nr.: 42.413.005 von FaxenClown am 29.11.11 12:03:34

Moin Faxe,

war auch nicht ganz ernst gemeint.

Wollte sagen, hätte was dagegen, wenn die Chinesen bei Lynas am Ruder wären.

Mir reicht es schon, was bei ARU abgeht.

[Krawallo29]

Zitat von DJHLS: Guter Artikel. Allerdings nicht gerade gute Aussichten für Lynas und Molycorp (heute mit double digit-Tagesgewinn), da bei im wesentlichen Light Rare Earth produzieren.

Richtig ist auf jeden Fall, dass beide davon abhängen, dass China seine Exportbeschränkungen aufrecht erhält. Die Chinesen könnten beide erledigen, indem sie mal wieder über ein paar Monate LREE zu kampfpreisen auf den Markt werfen. Dann gehen die Aktienkurse von Lynas und Molycorp in die Knie und die Chinesen können sich billig dort einkaufen.

Es ist halt die Frage, wie sich das jeweilige Unternehmen absichert!
Möglichkeiten gibt es viele:
- Vorwärtsverkäufe
- langfristige Abnahmeverträge
- "höherwertige" Produkte herstellen -> vertikale Integration

Ganz entscheidend ist natürlich, wie hoch sind die Kosten pro "Produktionseinheit", und wie sieht die "prozentuale Elementverteilung" aus.

[cediwi]

Zitat von Krawallo29:

Zitat von DJHLS: Guter Artikel. Allerdings nicht gerade gute Aussichten für Lynas und Molycorp (heute mit double digit-Tagesgewinn), da bei im wesentlichen Light Rare Earth produzieren.

Richtig ist auf jeden Fall, dass beide davon abhängen, dass China seine Exportbeschränkungen aufrecht erhält. Die Chinesen könnten beide erledigen, indem sie mal wieder über ein paar Monate LREE zu kampfpreisen auf den Markt werfen. Dann gehen die Aktienkurse von Lynas und Molycorp in die Knie und die Chinesen können sich billig dort einkaufen.

Ich glaube, d. diese Sicht der Dinge doch nun einige Zeit überholt ist. Unternehmen und auch Staaten wollen Unabhängigkeit. Vieles wiederholt sich, doch werden sich doch nicht noch einmal alle in diese aussichtslose Abhängigkeit zu China begeben. Die Japaner haben das doch mit ihren Verträgen mit Lynas mehr als deutlich gemacht. Auch die Amerikaner und Europäer werden bindende langfristige Verträge schließen. Und auch wenn sich die Preisspirale noch weiter nach unten dreht, ist dieses doch zurzeit nur ein psychologisches Moment. Vor 2 Jahren hätten wir FOB China Preise im Lynas Mix von 50,00 $ gefeiert. Und auch dieses wäre noch mehr als auskömmlich. Also man sollte sich auch nicht so viele Nebenbausstellen machen....nur die LAMP ist das Thema.

[JoJo49]

LYC Lynas Corporation Limited
November 2011
30th Change of Director`s Interest Notice
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6591…


30th Appendix 3B
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6591…


30th Results of AGM - 30 November 2011
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6591…


30th Chairman`s Address to Shareholders - AGM 30 November 2011
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6589…
LYNAS ANNUAL GENERAL MEETING 2011
CHAIRMAN’S ADDRESS

It is my pleasure to welcome you to the Annual General Meeting of Lynas Corporation Ltd, my 11th as CEO and 6th as Chairman of the Company.
At the AGM in 2001 the market capitalisation of Lynas was about 12 million dollars. Today, I am very proud of the fact that our Company is member of the ASX 100 Index with a market capitalisation exceeding 2 billion dollars.
I can genuinely say that there has not been any previous meeting where I can welcome you with such a feeling of optimism and confidence about the future of the Company as I have today.
We are on the verge of implementing our vision of being the Global Leader in Rare Earths for a Sustainable future.
In a very major milestone for Lynas, production of Rare Earths concentrates from our Mt Weld mine commenced in May this year. The plant was officially opened in August and has been very successfully commissioned. The Plant is achieving Final Concentrate Grades in excess of 37%, which is in line with our ramp up plans, while our Concentrate Recovery rates are averaging more than 65%. This is above our expectations and highlights that this part of our production process is now significantly de-risked.

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Googleübersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


30th Presentation to Shareholders - AGM 30 November 2011
http://www.stocknessmonster.com/news-item?S=LYC&E=ASX&N=6589…
30/11/2011
Lynas 2011 Annual General Meeting
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Grüsse JoJo

[JoJo49]

Es wird IMHO sicher die folgenden Nachrichten/Berichte/Kommentare usw., im Gegensatzt zu mir, negativ sehen bzw. auslegen aber auch nur dann wenn sie dabei nicht über den Tellerrand schauen und die gesammte Vorgeschichte nicht kennen bzw. berücksichtigen.

Grüsse JoJo


http://au.ibtimes.com/articles/259136/20111201/australian-ly…
Australian Lynas Delighted over Falling Rare Earths Prices

By Esther Tanquintic-Misa | December 1, 2011 1:49 PM EST

The current slump in the global prices of rare earth metals (REM) is a more than open indication the global market is now poised for a renewed growth demand in the sector, Nicholas Curtis, chairman of Lynas Corp., explained to shareholders at its annual meeting on Wednesday.

(Photo: REUTERS/Stringer Malaysia / )
A resident holds up a placard in protest against the under-construction Lynas Malaysia rare earth processing facility, during a meeting between the community and members of the Vienna-based International Atomic (IAEA), in Gebeng, 270 km (168 miles) east of Kuala Lumpur May 30, 2011. Residents living around the area of the under-construction RM700 million ($230 million) plant by Australian miner Lynas Corp have raised questions over the potential environmental hazards arising from radioactive waste.

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http://www.nst.com.my/local/general/lynas-must-meet-standard…" target="_blank" rel="nofollow ugc noopener">http://www.nst.com.my/local/general/lynas-must-meet-standard…

01 December 2011 | Last updated at 01:05AM

'Lynas must meet standards'


KUANTAN: The International Trade and Industry Ministry has made it clear that the Lynas Advanced Materials Plant in Gebeng here must follow regulations imposed by the authorities in order to obtain its pre-operating licence.


International Trade and Industry Ministry secretary-general Datuk Dr Rebecca Fatima Sta Maria and Atomic Energy Licensing Board director-general Raja Datuk Abdul Aziz Raja Adnan answering questions during a press conference at the site of Lynas Advanced Materials Plant (LAMP) in Gebeng, Kuantan, Pahang, yesterday. Pic by Halim Mat Ali

Read more: 'Lynas must meet standards' - General - New Straits Times http://www.nst.com.my/local/general/lynas-must-meet-standard…#ixzz1fHjUXz5P

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http://www.quadrant.org.au/magazine/issue/2011/1/the-greens-…" target="_blank" rel="nofollow ugc noopener">http://www.quadrant.org.au/magazine/issue/2011/1/the-greens-…

Politics

The Greens' Agenda, in Their Own Words

Kevin Andrews

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Greens Senator Lee Rhiannon: Lynas rare earths refinery in Malaysia 'should not go ahead'
Video: http://www.youtube.com/watch?v=rRqLSRJ_LSA

30.11.2011
Greens Senator Lee Rhiannon interviewed on Lynas rare earths refinery in Malaysia just before the annnual general meeting of shareholders of Lynas Corp in Sydney on November 30, 2011. Interviewed by Peter Boyle/Green Left Weekly.
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Zu den Wahlen und wirtschaftlichen Entwicklung in Malysia:
http://www.bernama.com/bernama/v5/newsindex.php?id=631026" target="_blank" rel="nofollow ugc noopener">http://www.bernama.com/bernama/v5/newsindex.php?id=631026

http://newswire.bernama.com/
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Zu allem noch ein aktueller Kommentar zur Lage von einem user aus dem HC-Forum dem ich mich hiermit anschließe:
http://hotcopper.com.au/post_single.asp?fid=1&tid=1618857&ms…
lynas cash flow is key (chihawk)
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I think the pre-op is coming soon so I'll try to start a new topic.
I think the future for rare earth miner/processors is JV's into the industrial companies. This is starting with Lynas/Seimens and Moly/Daido/Mitsubishi and I bet it continues making these first mover so called "LREE mines" far more valuable than current thinking. Looking at who is in Gebang, who is in Malaysia as a whole, and how Malaysia is going upstream with their economic development plan, it appears these JV concepts were at least in Curtis' mind and in the Malaysian governments thoughts years ago.

It seems Lynas can build out Phase one and two and toll the HREE elements. Then they could start a phase three for HREE processing to the LAMP by drilling out Duncan, adding in NTU and/or ALK concentrate (by purchase or acquisition), and then keep the Mt. Weld HREE's in house in stead of tolling like they will at first. Next they can follow with a phase four with Crown supplying rare metals to the cluster of JV's Lynas should have by then?

I like HREE projects, but Young is right about cash flow being the big issue in rare earth juniors. http://m.ibtimes.com/rare-earths-258363.html Cash flow is king. And seeing how Lynas will be years ahead of others is a key issue. Ignoring that issue is just not good junior investing. The distance between Lynas and the "HREE projects" is large. Not only will Lynas produce a lot of HREE's based on Mt. Weld's high ore grade but they can exploint that cash flow difference and address HREE markets as well. I am surprised that fact is not more accepted, especially by co called experts.

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Bullish on LYC. Focused on the company story.

[JoJo49]

http://www.kitco.com/
http://www.kitco.com/ind/Handwerger/dec012011.html
Is A Surprise Rally Forming In Gold, Silver and The Miners?

By Jeb Handwerger, Dec 1 2011 11:12AM

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We reiterate the coming rally will be substantial especially in precious metals, uranium and rare earths
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http://www.elektroniknet.de/e-fertigung/news/article/84215/0…
01. Dezember 2011

Forschungs-Kooperation

Siemens will Versorgungsrisiko mit Seltenen Erden stoppen

Siemens und die RWTH Aachen forschen künftig gemeinsam zum Thema Rohstoffe. Für die strategische Kooperation – den weltweit ersten Siemens-Forschungsbereich an einer Universität – stellt Siemens ab 1. Januar 2012 sechs Millionen Euro zur Verfügung. Damit will der Konzern seine Abhängigkeit von teuren Rohstoffen wie den Seltenen Erden reduzieren.

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@ ein schönes WE

Grüsse JoJo

[JoJo49]

http://en.harakahdaily.net/index.php/letter/3944-lynas-respo…" target="_blank" rel="nofollow ugc noopener">http://en.harakahdaily.net/index.php/letter/3944-lynas-respo…

Lynas responds to radioactive leakage claims

Lynas Corporation Ltd, Sydney

Lynas Corporation would like to clarify that the report released by the National Toxics Network on 28 November 2011 relating to the operations of Lynas is both inaccurate and misleading (see Harakahdaily's story on Nov 30: Lynas guarantee slammed following revelation)
http://en.harakahdaily.net/index.php/berita-utama/3929-lynas…

The report contains fundamental factual errors which render the conclusions drawn in the report as invalid and without foundation. Contrary to the report’s claims, Lynas rare earths concentrate is safe.

Modelling contained within the Lynas Radiation Management Plan, which has been ignored by the National Toxic Network in its report, shows public exposure will be fifty times less than the allowable limit of 1 milisevert / year. In addition, the lining on Lynas’ tailings ponds at the mine site will prevent any radioactive elements from leaching into the surrounding environment.

It is important to note that the highest radiation exposure recorded at the Lynas’ Mt Weld mine site was by a surveyor who spends his day working on top of the rare earths stockpiles. He recorded an exposure of 0.47 milliseverts / year – less than half the public exposure limit and one tenth of the limit for occupational exposure.

The mining and transport of Lynas rare earths have been reviewed and approved by the Western Australian Departments of Health, Environment & Conservation, Transport and Mines & Petroleum.

The Mount Weld Rare Earths concentrate is not classified as Dangerous Goods by the criteria of the Australian Dangerous Goods Code (ADG Code) for transport by road or rail, and it is not classified as a radioactive material due to its extremely low levels.

Attempts to portray the material as radioactive are alarmist in nature and reflect either mischievous intent or ill-informed content. Lynas’ Radiation Management Plan was both prepared and assessed by international experts in radiation safety with significant, relevant tertiary education and years of practical experience.

The National Toxic Network report appears to have been authored by parties that have neither the necessary educational background nor the required understanding of the subject matter.

* The above statement is signed by Liz Whiteway (Lynas Corporation, Sydney) and Li-Hsian Choo (Ogilvy PR Worldwide, Kuala Lumpur)

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Grüsse JoJo

[JoJo49]

Sehr informativ finde ich den aktuell neuen Bericht eines Users aus dem HC-Forum zu Lynas der aufschlüsselt welche Prüfkriterien sich die AELB mit welchem Zeitrahmen für die LAMP gegeben hat.

Jetzt müßte man nur noch wissen wann die zu prüfenden Vorgaben durch Lynas der AELB vorlagen und wann sie angefangen haben, dann könnte man sich ausrechnen wann spätestens die volle Betriebsgenehmigung erteilt wird vorausgesetzt natürlich sie sind von Lynas alle erfüllt worden wovon ich allerdings ausgehe weil keiner mehr Interesse daran hat wie Lynas.

http://hotcopper.com.au/post_single.asp?fid=1&tid=1619413&ms…
re: pre-operation license (scanspeak)
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OK, I've been reading over the AELB website and found the following relevant information.

To summarise :

The time-frame for a "license" is a maximum 7 months. It depends on the classification as shown below. I'm assuming we fall under class A, the most stringent.

Note that a "Pre-operating license" approval may not necessarily take as long to process as a full license.

My hunch is that the POL will be granted in Jan/Feb (3-4 months from the submission in Oct).


http://hotcopper.com.au/serveHostedImage.asp?id=13096
License Applicationn
No. Class New Renewal Amendment



1. A (Radioactive material) 10 days 10 days 10 days

2. A (Milling of Radioactive material) 7 months 4 months 6 months

3. C (Nuclear material) 10 days 10 days 10 days

4. H 7 months 3 months 3 months


http://hotcopper.com.au/serveHostedImage.asp?id=13098
Objective Quality

To achieve the quality policy, AELB will :

a.Process all license application within the period that is stated in the Client?s Charter;

b.Conduct an inspection at the licensee premises at least ONCE which is within the validity of the license period;



http://www.aelb.gov.my/aelb/engv/text/clientcharter.asp#Lice…
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http://www.aelb.gov.my/aelb/engv/text/licence.asp#H
http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…

http://www.aelb.gov.my/aelb/engv/text/profile.asp#DasarQ
http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…



Schaun mir mal, denn
1. wird nichts so heiß gegessen wie es gekocht wird und
2. wird es IMHO auch nach Vertigstellung der LAMP darauf ankommen welcher Bereich für den Anlauf wann zur Produktion freigegeben wird oder ob abgewartet werden muss bis die kpl. Prüfung der LAMP erfolgreich abgeschlossen ist und ob erst danach die kpl. pre-operation license erteilt werden kann, denn die IAEA hat ja grundsätzlich den internationalen Sicherheitsstandart der LAMP bereits im August bestätigt und bezogen auf den gesammten Komplecks ein paar zusätzliche Vorderung gestellt die vor der pre-operation license von Lynas zu erfüllen sind.



Grüsse JoJo

[JoJo49]

Immer aktuell rund um die "Seltenen Erden" und u.a. natürlich auch um und zu Lynas: http://rareearthinvestingnews.com/
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aus Rare Earth Investing News: http://investorshub.advfn.com/boards/board.aspx?board_id=119…

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Grüsse JoJo

[JoJo49]

http://english.peopledaily.com.cn/90778/7664982.html
China strives to standardize rare earth market
By Zuo Ya (People's Daily)08:05, December 05, 2011

China has made great strides since a campaign that targets illegal rare earth exploitation, rare earth smuggling and excessive exploitation was launched by three central government departments on Nov. 10

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http://au.ibtimes.com/articles/261069/20111205/china-s-produ…
China Cutting Rare Earth Production to 70% by 2015: Study
By Esther Tanquintic-Misa | December 5, 2011 5:07 PM EST

Global consumers and manufacturers dependent on rare earth metals for their products better brace themselves for a further supply crunch as China, the world's foremost supplier of the precious minerals, will cut down overall production output to just about 70 per cent by 2015.
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@ eine erfolgreiche Woche

Grüsse JoJo

[JoJo49]

Aus der folgeden Untersuchung vom März 2011 kann man IMHO deutlich erkennen das Neodym für das kommende Jahrzehnt eines der wichtigsten "Selten Erdmetalle", auch nach dem Lynas und Moly ihre Produktion aufgenommen haben, jetzt schon ist und zukünftig immer mehr werden wird.

Bei Lynas ist Neodym mit 34% im Depositdes eines der hösten Bestandteile und im Vergleich zu allen hat Lynas im Deposit die prozentual höchsten REE-Anteile sowie im Produktionswerk in Malaysia die beste Infrastruktur verbunden mit dem geringsten Eigenkostenanteil.

Grüsse JoJo

http://www.slideshare.net/RareEarthsRareMetals/us-department…
US Department of Energy: Critical Metals Strategy (March 2011)

Video..........................................................

US Department of Energy: Critical Metals Strategy (March 2011) - Presentation Transcript

1.Summary Briefing Diana Bauer, Ph.D.Technology and Rare Earth Metals (TREM) 1 March 22, 2011
2.Outline of BriefingI. BackgroundII. Analysis A. Supply B. Demand C. CriticalityIII. Program and Policy DirectionsIV. Next Steps 2
3.Project Timeline• March 2010 - Project launched TREM10 “I am today announcing that the Department of Energy will develop its first-ever strategic plan for addressing the role of rare earth and other strategic materials in clean energy technologies. “ “As a society, we have dealt with these types of issues before…We can and will do so again.” David Sandalow Assistant Secretary for Policy and International Affairs U.S. Department of Energy March 17, 2010• June 2010 – Responses to public Request for Information• Summer 2010 – Performed analysis, internal and inter-agency consultations, and drafted strategy• December 2010 – Public release of the Critical Materials Strategy• March 22, 2011 – TREM 11– 2nd public Request for Information• Fall 2011 – Release update of Critical Materials Strategy 3
4.Scope Vehicles Lighting Solar PV Wind 4
5.Strategic Pillars• Diversify global supply chains• Develop substitutes• Reduce, reuse and recycle UUPSTREAM DOWNSTREAM End-Use Extraction Processing Components Technologies Recycling and Reuse The supply chain for materials use 5
6.Supply Chain for Rare Earth Element Permanent Magnet Technologies• Illustrates the supply chain for vehicle and wind turbine applications using Neodymium-Iron-Boron (NdFeB) permanent magnets 6
7.Outline of Briefing II. Analysis 7
8.Supply >95% of rare earth supply currently from China Source: Industrial Minerals Rare earth metals are not rare – found in many countries including the United States 8
9.Current and Projected Rare Earth Supply by Element Rare Earth Supply by Element: Production Sources and Volume (tonnes/yr) Assumed Additional Production by 2015 Total Estimated Mountain Dubbo Nolans Hoidas Additional Estimated 2010 Mt. Weld Pass Zirconia Bore Dong Pao Lake Nechalacho Production 2015 Production (Australia) (USA) (Australia) (Australia) (Vietnam) (Canada) (Canada) by 2015 ProductionLanthanum 33,887 3,900 6,640 585 2,000 1,620 594 845 16,184 50,071Cerium 49,935 7,650 9,820 1,101 4,820 2,520 1,368 2,070 29,349 79,284Praseodymium 6,292 600 868 120 590 200 174 240 2,792 9,084Neodymium 21,307 2,250 2,400 423 2,150 535 657 935 9,350 30,657Samarium 2,666 270 160 75 240 45 87 175 1,052 3,718Europium 592 60 20 3 40 0 18 20 161 753Gadolinium 2,257 150 40 63 100 0 39 145 537 2,794Terbium 252 15 0 9 10 0 3 90 127 379Dysprosium 1,377 30 0 60 30 0 12 35 167 1,544Yttrium 8,750 0 20 474 0 4 39 370 907 9,657TOTAL 127,315 14,925 19,968 2,913 9,980 4,924 2,991 4,925 60,626 187,941Sources: Kingsnorth, Roskill, and USGS 9
10.Current and Projected Supply of Non-Rare Earth Elements76 Forindium, the additional amount is only the difference between the 2010 production andthe maximum current production capacity for mining and refining the material. No newcapacity is projected by 2015.77 Based on multiple correspondences with USGS, October 4-7, 2010.78 USGS, external review of Critical Materials Strategy draft, November 17, 2010. 10
11.Demand Projections: Four Trajectories Material Demand Factors Market Material Penetration Intensity Trajectory D High High Trajectory C High Low Trajectory B Low High Trajectory A Low Low• Market Penetration = Deployment (total annual units of a clean energy technology) X Market Share (% of units using materials analyzed)• Material Intensity = Material demand per unit of the clean energy technology 11
12.Low Technology Deployment Scenarios Electric Drive Vehicle Additions Wind Additions 40 70.00 35 Reference 60.00 Baseline EV 30 50.00 Million Vehicles PHEV Offshore 25 HEV 40.00 Onshore GW 20 30.00 15IEA Energy 10 IEA World 20.00Technology 5 Energy 10.00Perspectives - Outlook 0.00 Global CFL Demand Global PV Additions 2.2% Growth 35.00 30.00 Baseline 25.00 PV additions 20.00 GW 15.00IEA: Phase Out 10.00of 5.00Incandescent 0.00Lights 12
13.High Technology Deployment Scenarios Electric Drive Vehicle Additions Wind Additions 40 70.00 35 Blue Map 60.00 450 Stabilization 30 Million Vehicles 50.00 25 EV 40.00 20 PHEV 30.00 15 Offshore GWIEA Energy 10 HEV IEA World 20.00 OnshoreTechnology 5 Energy 10.00Perspectives - Outlook 0.00 Global CFL Demand Global PV Additions 3.5% Growth 35.00 30.00 450 Stabilization 25.00 20.00 GW IEA: Phase Out 15.00 PV additions of 10.00 Incandescent 5.00 Lights 0.00 13
14.Material IntensityTechnology Component Material High Intensity Low IntensityWind Generators Neodymium 186 kg/MW 124 kg/MW Dysprosium 33 kg/MW 22 kg/MWVehicles Motors Neodymium 0.62 kg/vehicle 0.31 kg/vehicle Dysprosium 0.11 kg/vehicle 0.055 kg/vehicle Li-ion Batteries Lithium 5.1-12.7 kg/vehicle 1.4-3.4 kg/vehicle (PHEVs and EVs) Cobalt 9.4 kg/vehicle 0 kg/vehicle NiMH Batteries Rare Earths (Ce, La, Nd, Pr) 2.2 kg/vehicle 1.5 kg/vehicle (HEVs) Cobalt 0.66 kg/vehicle 0.44 kg/vehiclePV Cells CIGS Thin Films Indium 110 kg/MW 16.5 kg/MW Gallium 20 kg/MW 4 kg/MW CdTe Thin Films Tellurium 145 kg/MW 43 kg/MWLighting Phosphors Rare Earths (Y, Ce, La, Eu, Tb) 6715 metric tons* total demand in 2010, 2.2% (low) or 3.5% (high) annually *rare earth oxide equivalent• Calculation methods differed by component based on available data• High Intensity = material intensity with current generation technology• Low Intensity = intensity with feasible improvements in material efficiency 14
15.Clean Energy’s share of Critical Material UseClean energy’s share of total material use currently small …but could grow significantly with increased deployment. 2010 Dysprosium Use 2025 Dysprosium Use (High Deployment) 4% 12% Dysprosium 9% US Clean Energy US Clean Energy Demand Demand 38% Rest of World Clean Rest of World Clean Energy Demand Energy Demand 53% Global Non-Clean Global Non-Clean 84% Energy Demand Energy Demand 16% is for Clean Energy 62% is for Clean Energy 15
16.Clean Energy’s share of Critical Material UseClean energy’s share of total material use currently small …but could grow significantly with increased deployment. 2010 Lithium Use 2025 Lithium Use 0% 0% (High Deployment) US Clean Energy Lithium 7% US Clean Energy Demand Demand Rest of World Clean Rest of World Clean Energy Demand 50% Energy Demand Global Non-Clean Global Non-Clean 100% Energy Demand 42% Energy Demand < 1% is for Clean Energy 50% is for Clean Energy 16
17.Neodymium - Supply and Demand Projections Neodymium Oxide Future Supply and Demand 80000 Demand 70000 High Deployment, Short Term Medium Term High Materials Intensity 60000 High Deployment, Low Material Intensity 50000 Low Deployment, High Material Intensitytonnes/yr 40000 Low Deployment, Low Material Intensity 30000 Non-Clean Energy Use Supply 20000 2015 Estimated Supply 10000 Plus Mountain Pass 0 Plus Mount Weld 2010 2015 2020 2025 2010 Supply 17
18.Dysprosium - Supply and Demand Projections Dysprosium Oxide Future Supply and Demand 8000 Demand 7000 High Deployment, Short Term Medium Term High Materials Intensity 6000 High Deployment, Low Material Intensity 5000 Low Deployment, High Material Intensitytonnes/yr 4000 Low Deployment, Low Material Intensity 3000 Non-Clean Energy Use 2000 Supply 2015 Estimated Supply 1000 Plus Mountain Pass 0 Plus Mount Weld 2010 2015 2020 2025 2010 Supply 18
19.Lanthanum – Supply and Demand Projections Lanthanum Oxide Future Supply and Demand 80000 Demand High Deployment, High 70000 Material Intensity Short Term Medium Term High Deployment, Low Material Intensity 60000 Low Deployment, High Material Intensitytonnes/yr Low Deployment, Low 50000 Material Intensity Non-Clean Energy Use 40000 Supply 30000 2015 Estimated Supply Plus Mountain Pass 20000 Plus Mount Weld 2010 2015 2020 2025 2010 Supply 19
20.Lithium – Supply and Demand Projections Lithium Carbonate Future Supply and Demand 900000 Demand 800000 Short Term Medium Term High Deployment, 700000 High Materials Intensity High Deployment, 600000 Low Material Intensity Low Deployment,tonnes/yr 500000 High Material Intensity Low Deployment, 400000 Low Material Intensity 300000 Non-Clean Energy Use 200000 Supply 100000 2015 Estimated Supply 2010 Supply 0 2010 2015 2020 2025 20
21.Criticality Assessments• Based on methodology developed by National Academy of Sciences• Criticality is a measure that combines • Importance to the clean energy economy • Risk of supply disruption• Time frames: • Short-term (0-5 years) • Medium-term (5-15 years) 21
22.Short-Term 4 Dysprosium (high)Importance to clean energy Cerium Gallium Lanthanum Europium Critical Tellurium Indium Neodymium 3 Terbium Yttrium Near-critical Not Critical Cobalt 2 Lithium Praseodymium 1 Samarium (low) 1 (low) 2 3 4 (high) Supply risk 22
23.Medium-Term Neodymium Dysprosium 4 (high)Importance to clean energy Indium Lithium Europium Terbium Critical Gallium Tellurium Yttrium 3 Near-critical Not Critical Cerium 2 Cobalt Lanthanum Praseodymium 1 Samarium (low) 1 (low) 2 3 4 (high) Supply risk 23
24.Criticality Movement: Short to Medium Term 4 (high) Neodymium DysprosiumImportance to clean energy Tellurium Critical Gallium Europium 3 Lithium Yttrium Near-critical Indium Terbium Not Critical Cerium 2 Lanthanum Cobalt Praseodymium 1 Samarium (low) 1 (low) 2 3 4 (high) Supply risk 24
25.Outline of BriefingIII. Program andPolicy Directions 25
26.Program and Policy Directions• Research and development• Information-gathering• Permitting for domestic production• Financial assistance for domestic production and processing• Stockpiles• Recycling• Education• DiplomacySome are within DOE’s core competence, others aren’t 26
27.Policy Options and Critical Materials Supply Chain 27
28.Research and Development• DOE is the nation’s leading funder of research on the physical sciences.• Long history of materials work – EERE, Office of Science, ARPA-E 28
29.DOE’s current programs – Office of ScienceBasic research at Ames Laboratory  Extraordinarily Responsive Rare Earth Magnetic Materials  NovelMaterials Preparation and Processing Methodologies  Correlations and Competition Between the Lattice, Electrons and Magnetism  Nanoscale and Ultrafast Correlations and Excitations in Magnetic Materials 29
30.DOE’s current programs – EERE Alternatives to permanent magnets and motorsPermanent Magnet Developmentfor Automotive Traction Motors Ames LabA New Class of SwitchedReluctance Motors Source: Universal (Ningbo) Oak Ridge Magnetech Co., Ltd.Novel Flux Coupling Machinewithout Permanent Magnets Oak RidgeDevelopment of Improved Powderfor Bonded Permanent Magnets Ames Lab Source: Honda Civic Hybrid 2003 30
31.DOE’s current programs – ARPA-E New magnet structure and chemistry have disruptive potential Transformational nanostructured permanent magnets (PM) 31
32.Recent DOE Critical Materials Workshops• Japan-US Workshop ( Lawrence Livermore National Lab - Nov 18-19)• Transatlantic Workshop (MIT - Dec 3)• ARPA-E Workshop (Ballston, VA – Dec 6) 32
33.Information Gathering• Data gaps • Individual materials: production, consumption and trading prices • Materials intensity of energy technologies • Potential for substitutes• Potential data resources • Recurring data collection: EIA, USGS and other stakeholders • Unique needs: Additional RFIs and workshops 33
34.Critical Materials Strategy Conclusions• Some materials analyzed at risk of supply disruptions. Five rare earth metals (dysprosium, neodymium, terbium, europium and yttrium) and indium assessed as most critical.• Clean energy’s share of material use currently small …but could grow significantly with increased deployment.• Critical materials are often a small fraction of the total cost of clean energy technologies. Demand does not respond quickly when prices increase. 34
35.Critical Materials Strategy Conclusions (continued)• Data are sparse. More information is required.• Sound policies and strategic investments can reduce risk. …especially in the medium and long term. 35
36.Outline of Briefing IV. Next Steps 36
37.Next Steps for U.S. Department of Energy• Develop an integrated research plan, building on three recent workshops.• Strengthen information-gathering capacity.• Analyze additional technologies .• Continue to work closely with: • International partners • Interagency colleagues • Congress • Public stakeholders• Update the strategy by the end of 2011. 37
38.Critical Materials Technology R&D Topics from ARPA-E Workshop Electric Motors Wind GeneratorsGeologic or Material PermanentRecycled ExtractionFeedstocks Magnets Processes Catalysts & Lighting Separators Phosphors Solid Oxide Fuel Cells Gasoline Refining Light Emitting Auto Exhaust Conversion Diodes (LED) Compact Fluorescent Lights (CFL) Supply Technologies Application Technologies 38
39.Critical Materials Innovation Hub: President’s FY 2012 Budget• Novel approaches to reducing dependencies on critical materials. • Including strategies for recycling, reuse and more efficient use that could significantly lower world demand• Energy Efficiency and Renewable Energy (EERE) Industrial Technologies Program.• $20 Million 39
40.DOE’s Second RFI on Critical Materials: Released Today• Critical Material Content• Supply Chain and Market Projections• Financing and Purchase Transactions• Research, Education and Training• Energy Technology Transitions and Emerging Technologies• Recycling Opportunities• Mine and Processing Plant Permitting• Additional Information 40
41.DOE welcomes commentsComments and additional information can be sent to [e-mail] 41
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[JoJo49]

http://www.techmetalsresearch.com/2011/12/the-rare-earth-min…

The Rare Earth Mining Sector In 2015 And Beyond

by Jack Lifton on December 5, 2011 · 5 comments

in News Analysis,Rare Earths


Last week I received some criticism via email, from executives at some of the companies that I did NOT mention in my most recently published TMR article, “Decoupling The Rare-Earth Junior-Mining Market From Emphasis On Molycorp And Lynas.” Each apparently assumed that absence of evidence was evidence of absence. Let me try to set the record straight by expanding the narrow coverage, which I purposefully chose in that article.

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


Dazu ein kurzer Rückblick: http://www.techmetalsresearch.com/2011/11/navigating-the-rar…

Navigating The Rare Earth Metals Landscape

by Admin on November 23, 2011 · 17 comments

in Hybrids & EVs,In The Media,News Analysis,Rare Earths

by Brian Sylvester – The Critical Metals Report – published: Nov 22, 2011

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Grüsse JoJo