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

Iluka is pressing for more government support for its ‘critical’ rare earths project Iluka Resources has warned its $1.8bn Eneabba mineral sands refinery, which it says is critical to national security, needs more government support to get over the line. https://www.theaustralian.com.au/business/mining-energy/iluka-is-pressing-for-more-government-support-for-its-critical-rare-earths-project/news-story/670ad228f31982b97056b47126935b4d?amp&nk=12af2674160fc5974a42b11f4d90ac3f-1724270432 Bekommen die das Geld nicht zusammen, dann wäre Lynas weiter der einzige EX China Lieferant entsprechender Größe. Arafura hat auch noch keine FID bekanntgegeben.

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