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

Iluka looking for more taxpayer cash for REE refinery Big cost blow-out at refinery project sees mineral sands miner put its hand out for more https://www.mining-journal.com/miners/news-analysis/4348912/iluka-looking-taxpayer-cash-ree-refinery Das ist die Vermutung die man über Hot Copper lesen kann. Man ist sich aber nicht sicher. Könnten auch andere Dinge gewesen sein. Z.b. die Antimon Sache und die Angst es könnte weiter Seltene Erden treffen.

Sieht nach Charttechnik aus. Flagge wurde verlassen. Die News helfen Lynas inwieweit?

Bis jetzt 7% hoch - ist mal gut sag ich

Iluka weighs rare earths expansion as profit slides https://au.finance.yahoo.com/news/iluka-weighs-rare-earths-expansion-234508334.html Sieht so aus als hätte das heute den Aktienkurs beflügelt

The Top Companies Behind the Rare Earth Industry https://wirescreen.ai/blog/rare-earth

Rest Super and Aware Super tight lipped on Liontown Resources and Lynas Rare Earths short selling https://www.removepaywall.com/search?url=https://thewest.com.au/business/mining/rest-super-and-aware-super-tight-lipped-on-liontown-resources-and-lynas-rare-earths-short-selling-c-15516198#google_vignette

Die Short Quote von Lynas - 10,65% https://x.com/travmoneyofmine/status/1822589339257430080?s=46&t=CND_DF6ErYtM-d_GnIoKqA

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.