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

Inside Billionaire Gina Rinehart's Key Mining Investments Rinehart’s investment in MP Materials could later bring in “Roy Hill-type cash flow,” Dylan Kelly, head analyst at Terra Capital, told Australian Financial Review. “Anything that is producing and not China-aligned is highly strategic. These materials are very, very hard to make and there’s a lot of demand in making magnets for electric vehicles and wind turbines." One week later, Rinehart’s Hancock Prospecting also took up a 5.82 percent interest in Lynas Rare Earths, the largest ex-China rare earths producer. The Australian rare earths miner produces the critical metals at its Mount Weld mine in Western Australia and ships the raw material to Malaysia for processing. Lynas is also ramping up processing at its Kalgoorlie rare earth processing facility in Australia, and building light rare earths processing facilities and a heavy rare earths separation facility in Texas, US. https://investingnews.com/gina-rinehart-hancock-mining-investments/

Challenger LTD. Hat von 6.07 auf 7.19% Voting Power erhöht. Die großen erhöhen alle ihre Anteile eigentlich ein gutes Zeichen. https://hotcopper.com.au/threads/ann-change-in-substantial-holding-from-cgf.8141133/

Commodities Analysis and ASX Mining Stocks with Peter Chilton https://youtu.be/NBA6ZbUJ83U?si=h6oAcI6noDdJfwYR Ab ca. Minute 9 geht es um Lynas und Arafura

AustralienSuper Sie erhöhen weiter! Von 7,4 auf 8,5% https://hotcopper.com.au/threads/ann-change-in-substantial-holding.8139453/

Ergo - es ist weiterhin Korrektur, am unteren Trendkanal kann man einsammeln und am oberen verkaufen. Recht sicheres Zubrot

Former deputy PM advocates for stronger support of Australia’s rare earth industry https://smallcaps.com.au/former-deputy-pm-stronger-support-australia-rare-earth-industry/

https://hotcopper.com.au/threads/ann-2024-mineral-resource-and-reserve-update.8131878/ Update der Resource Lynas announces a 92% increase in Mineral Resources1 and a 63% increase in Mt Weld Ore Reserves2 - with significant increase in contained Heavy Rare Earth mineralisation  92% increase in Mineral Resources from 55.4 Mt to 106.6 Mt at 4.12% Total Rare Earth Oxide (TREO) from 30 June 2018 to 30 June 20241.  63% increase in Ore Reserves from 19.7 Mt to 32.0 Mt at 6.44% TREO from 30 June 2018 to 30 June 20242.  46% increase in contained TREO compared to the August 2018 Mineral Resources estimate, adding resources and replacing depletion.  Updated Ore Reserve supports >20 year mine life at expanded production rates for sufficient concentrate feedstock for production capacity of 12,000tpa of NdPr oxide finished product in line with Mt Weld expansion capacity (currently under construction).  Ore reserves have a 92% increase in contained Dysprosium oxide from 30 June 2018 to 30 June 2024. All heavy rare earth element grades, including Terbium oxide, are now reported in the ore reserves statement.  Stored tailings are added to the Ore Reserve as the Mt Weld expansion flowsheet has capability for fine grinding, enabling reprocessing to recover historical coarse losses of rare earth minerals.  An increased inferred resource inventory primed for future infill drilling to indicated mineral resource and reserve growth.

2024 | Lynas Rare Earths | Amanda Lacaze | Diggers & Dealers Präsentation https://youtu.be/TD5KE9cqo4w?si=wxRqLF8RETim6aKR

After a Welcome to Country from Wongutha Man Linden Brownley on the power of unity – which featured an opening song in which his mother was included on-stage – Forum Chairman Jim walker welcomed in Diggers & Dealers 2024. Jim Walker talked up mining’s contribution to jobs and GDP the result of ancient mineral deposits spanning across WA. Kim Beazley AC (a former politician) took to the stage following Walker’s invitation – and the discussion took, perhaps, a surprising turn. Beazley’s speech culminated with his belief the Australian government should buy rare earth processed materials in offtake deals, the same way that China does, so we can break the Red Dragon’s downstream monopoly on REE supply, and, Asia region metals pricing. But the former leader of the opposition spent more time talking about defence, at first. He described WA as the Australian state perhaps most vulnerable to attacking. He also called WA the “AUKUS” state and mentioned the need for its defence – a nod of the hat to securing critical mineral resource deposits. Beazley also pointed out to Peter Dutton sitting in the crowd right after bringing up a possible invasion (presumably from China, which he called “a capability in the region.”) The former Governor of WA also described repeated visits from NASA during his tenure given how badly they want mining-related automation technology already at use in the Pilbara. Kim Beazley’s speech then swapped to Africa. He implored African governments to allow Australian mining companies to operate in their countries over Chinese mining companies. Beazley asserted that Australian mining companies operate in Africa “with decency,” and that Australian projects would export African ores to African countries for African people. “We need to do infinitely more processing,” he also added, referencing a domestic downstream capacity – before returning to defence to underscore Australia’s need for nuclear submarines. Also on his mind was rare earths, given they’re needed in missiles and China produces all the downstream products. If you wanted some mining industry goss: he also described Lynas Rare Earths as being kept running by “the Japanese.” He also refused to make any comments about WA Premier Roger Cook’s uranium policy.

Diggers & Dealers 2024: Kim Beazley raises curtain with plea for government to buy rare earths, ducks nuclear Former WA governor Kim Beazley says building a strong domestic rare earths industry will enhance ties with the US to ensure Australia’s survival, while avoiding questions about nuclear policy. https://thewest.com.au/business/diggers-dealers/kim-beazley-raises-diggers-dealers-curtain-with-plea-for-government-to-buy-rare-earths-ducks-nuclear-c-15594056

Wenn Kurs unter 200tage kann man raus. Man verkauft nicht das Ath aber eben auch nicht sonst wie zu früh

Ich verstehe nach wie vor nicht, wer solche katastrophalen Verträge abschließt, dass man mit Minus verkauft.🤦

(Adds earnings comparison, stock movement, CEO quote, rare earths sales data) Aug 1 (Reuters) - U.S. rare earths producer MP Materials MP.N on Thursday reported a steeper-than-expected second-quarter loss due to falling prices for the strategic minerals and operational challenges, although executives forecast a rebound for later this year. The company, which held unsuccessful merger talks this year with rival Lynas Rare Earths (LYC) , has struggled in recent months with falling prices and stiff competition from Chinese rivals. The Las Vegas-based company posted a net loss of $34.1 million, or 21 cents per share, compared to a net profit of $7.4 million, or 9 cents per share, in the year-ago quarter. Excluding one-time items, MP lost 17 cents per share. By that measure, analysts expected a loss of 9 cents per share, according to IBES data from LSEG. Shares fell 2.2% $12.40 in after-hours trading. "We had a very challenging quarter, operationally and financially," MP CEO Jim Litinsky said in a press release. Litinsky, the company's largest shareholder, said he was "cautiously optimistic" that the company's rare earths production should rebound in the third quarter. For the past four years, MP has processed rock it extracts from its Mountain Pass mine in California into rare earths concentrate that is shipped to China for refining. The company sold 5,839 metric tons of that concentrate during the quarter, about 43% lower than the year-ago period. MP has been working to refine its own rare earths for some time. The company said its refining equipment in California produced 272 metric tons of neodymium and praseodymium - the two most in demand rare earths - during the quarter, with 136 metric tons sold. Litinsky said production of those two rare earths should increase 50% in the third quarter. The company said it signed a rare earths supply agreement "with a global automaker for a significant volume commitment," without providing details.

Zu gierig ist so eine Sache. Bei steigenden Aktien den richtigen Zeitpunkt zu treffen, Gewinn zu realisieren, ist schwer. Wie oft ist mir ein Kurs nach vermeintlich gutem Ausstieg schon weggelaufen …

Bei knapp 8€ waren wir ja schon mal.... da war ich zu gierig. Seitdem produziert man mehr, baut in den USA und die vermeintliche grüne Transformation braucht doch auch so viele Seltene Erden.