LYNAS WKN: 871899 ISIN: AU000000LYC6 Kürzel: LYC Forum: Aktien Thema: Hauptdiskussion

NEW EPISODE >> RARE EARTH ELEMENTS: THE FUTILE FIGHT AGAINST CHINA While there have been dozens of announcements from Western countries regarding new REE projects and the expansion of mines, almost all of them fail to address the actual issue. https://x.com/theredlinepod/status/1803034234564882433?s=46&t=CND_DF6ErYtM-d_GnIoKqA Hier ein Podcast für die weitere allgemeine Information !

Also wenn die Nachfrage nach 'Selten Erden abseits China" steigt, dann brauch ich doch nicht warten, dass auch ein fiktiver Börsenpreis diesbezüglich steigt. 🤔 Ich biete mein Produkt einfach für Summe X an und stelle den Interessenten vor die Wahl, ob er seinen Sprüchen nach Unabhängigkeit und Diversifikation Taten folgen lässt und den Preis bezahlt oder ob ich ihn öffentlich beim Namen nennen soll. 🙄 Das wäre ja so als wenn Ferrari seine Fahrzeuge nun alle uum ich Einheitspreis verkaufen müsste, nur weil der durchschnittliche Sportwagenpreis X Euro beträgt. Ferrari stellt sich stattdessen als Premiumprodukt dar und verlangt einfach mehr. 🤷‍♂️

MELBOURNE, June 20 (Reuters) - Lynas Rare Earths (LYC) , the world's largest producer outside of China, said on Thursday that demand for responsibly produced rare earths was increasing but had not resulted in higher prices. Rare earths are a group of 17 metals, some of which are used in permanent magnets for applications including motors for wind turbines, electric vehicles and drones. Western nations are building a supply chain separate to dominant producer China, but some have been struggling to find funding due to low prices. KEY QUOTES "Governments are starting to take action on supply chain resilience and customer demand for responsibly produced rare earths is increasing but it's not translating to price," Lynas CEO Amanda Lacaze said at a rare earths conference in Tokyo. "Demand growth has not been matched by price growth," she said. "The idea that we will suddenly have a functioning market is I think unlikely." WHY IT'S IMPORTANT Some miners of metals needed for the energy transition are calling for a green premium to be applied to responsibly produced metals, however others increasingly say that consumers are interested in the product, but not with a premium attached. China also supplies most of the world's rare earth magnets and supply from the country has grown, weighing on prices. CONTEXT Nickel miner Wyloo Metals, owned by Australian mining magnate Andrew Forrest, said in March that if the London Metal Exchange (LME) wouldn't launch a green nickel contract, the industry would have to look for another trading venue. The London Metal Exchange (LME) does not plan to launch a separate "green" nickel contract because the market is not large enough, but said its partner was developing an index price that will reflect demand for low carbon nickel. Lithium miners have been publishing prices they have agreed for supply amid a push to increase price transparency. Indonesia's Nickel Industries says that consumers don't want to pay a green premium, but rather want its nickel at a discount.

Also wäre es den Experten lieber, wenn man selber das Angebot künstlich verknappt, indem man weniger produziert!? Kann man das Zeug nicht irgendwo zwischenlagern? Oder Verträge mal so gestalten, dass man nicht unter Produktionskosten verkauft?

https://www.wsj.com/market-data/quotes/AU/LYC/research-ratings

Morgan Stanley on $LYC #RareEarth: "LYC largely follows #NdPr price where we see downside in 24/25. LYC's plan to get to 12ktpa NdPr is well understood, but we think costs could be higher, while production expansion is likely not a current focus capping potential upside." https://x.com/carlcapolingua/status/1802898834965823761?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Western rare earths supply chain springs into gear https://www.mining.com/web/western-rare-earths-supply-chain-springs-into-gear/

Die Chinesen am Werk

Second Australian rare earths producer suffers cyber attack https://www.mining.com/web/second-australian-rare-earths-producer-suffers-cyber-attack/

Nichts mitbekommen. Keine Ahnung wieso aber es zeichnete sich ja schon ein downtrend an.

Gibt es Nachrichten?

Ich verstehe nach wie vor nicht, wieso die EU Lynas nicht hofiert. Der einzige Player abseits China, aus einem EU-freundlichen Staat und nun findet man auch immer wieder Seltene-Erden-Vorkommen in Europa, hat aber gar nicht das Know-how, um diese abzubauen und zu verarbeiten.... und genau dann würde ich mir doch die Expertise von Lynas ins Boot holen.

Bis jetzt ist der Kurs im > 3% gefallen. Zumindest bisher antizipiert der Markt nicht das eine Gegenreaktion positiv für Lynas ist. Warten wir mal ab was China macht.

Die EU greift BYD an, da wird China reagieren. Das sollte gut für Lynas sein.

Hier noch was älteres https://www.ig.com/sg/news-and-trade-ideas/where-next-for-lynas-shares--240419

Buy Rio Tinto and these 4 ASX mining stocks in June Analysts think these miners could offer outsized returns over the next 12 months. Lynas Rare Earths Ltd (ASX: LYC) Goldman also thinks that this ASX mining stock could be a buy right now. In fact, it believes that the market is undervaluing this rare earths miner's shares. So much so, it currently has Lynas' shares on its coveted conviction list with a buy rating and $7.40 price target. This represents potential upside of 13% from where they currently trade. https://www.fool.com.au/2024/06/12/buy-rio-tinto-and-these-4-asx-mining-stocks-in-june/