Lynas ohne Chance

kommen anscheindend die neuen zahlen,,,lassen wir uns überraschen,, in zeiten
Nick Curtis gab es immer heftige kursausschläge vor den quartalszahlen,,deswegen
hatte damals auch die börsenaufsicht gegen seinen sohn wegen insidergeschäfte ermittelt,,,scheint amande hat die sache nun mehr im griff,,,mal sehen was kommt  

hat ihre arbeit gut gemacht,,,hut ab,, und allen respekt,,,sollte lynas wegen
zahlungsunfähigkeit seiner kreditschulden in konkurs gehen,,,ist es bestimmt nicht ihre schuld,,,sondern der geschäftsführer,,die vor ihrer amtseinführung das ruder in der hand hatten,,,und natürlich dem gesamten negativen gesamtumfeld im ree-bereich im moment,,wofür sie keine schuld hat  

QUARTERLY REPORT
FOR THE PERIOD ENDING 31 DECEMBER 2015
HIGHLIGHTS
 In the quarter, 949 tonnes of NdPr was produced. Production of NdPr for the 6 months to 31st
December was 1,916 tonnes which exceeded the JARE debt facility target of 1860 tonnes.
Therefore, the interest rate under the JARE debt facility reduced from 7.0% per annum to 6.5% per
annum with effect from 1 January 2016.
 Despite continued very low rare earths prices, operating cashflow (sales receipts less production
and administration costs) remained positive at A$2.97m. On a free cash flow basis (operating
cashflow less capital expenditure) the business was within a breakeven range at - A$0.5m.
 The construction of the Tailings Facility Storage 2 at Mt Weld was completed in December, on
budget and on schedule
 Closing total cash balance of A$53.6m  

CEO REVIEW
The results for this second quarter of FY16 reflect the continued strong and stable foundations on which Lynas now operates confirming its position as the only sustainable miner and producer of Rare Earth products outside of China.
The company delivered solid production output, and efficient cost and cash management in the quarter. As a result, in a market where prices for rare earth products stayed very low with industry profitability at historically low levels, Lynas was able to deliver an essentially breakeven result.
At the LAMP, total production for the second quarter was 3,166 tonnes comparable to the previous quarter. Production of NdPr continued at target rates, and totalled 949 tonnes (Ready for Sale - 937 tonnes), a level that resulted in the interest rate reduction of 0.5% per annum, to 6.5% per annum, under the JARE debt facility. In Q3 FY16, we will start-up the fourth and final separation train in SX5. This will bring NdPr production capacity to 100% of design. Production output from this train will ramp up slowly over the coming months. Within this quarter, there will be an increase in working capital and cash costs associated with the start-up of the train. This increase is related to the first fill of organics and other material in the batteries and the operation of the train for at least one month prior to initial production output.
Although the rare earths market remained challenging throughout the quarter, Lynas gained strong support from its balanced portfolio of Japanese, Chinese and European customers. Particularly pleasing was the company’s ability to successfully establish new strategic customer relationships within China and for the first time contract supply agreements for the quarter rather than participating on a spot price basis only. There is now only a slim price differential between inside and outside Chinese pricing. Some Chinese customers have responded by using the opportunity to purchase from Lynas and benefit from an independent supply source.
Lynas’ growing reputation as a reliable supplier of quality, environmentally assured product has been an important part of building these strong relationships.
Mt Weld continues to operate efficiently and with the completion of the Tailings Storage Facility 2, we have improved capability for water recycling efficiencies and environmental sustainability.
Costs remained a focus and were well managed throughout the quarter with further reductions made in cash costs, primarily driven by improved control of raw materials inventory and some continuing cost reductions from the selection of new suppliers.
The continued very low market pricing in Q2FY16 has been difficult and we are pleased to have delivered a break even business result in these conditions. We are cautiously optimistic that the recent improvement in the price of rare earths is a positive sign for the future.  

http://www.asx.com.au/asxpdf/20160127/pdf/434l5grjghbpb6.pdf  

"Sales volumes continued to increase reflecting stable production rates, and quality improvements for Cerium and Lanthanum products. This allowed us to acquire new customers and address new applications. This business development, supported by technical improvements and product customizations, will continue through the coming quarters and should result in Lynas securing better value for our Cerium and Lanthanum products.

All NdPr production was sold within the quarter with several orders in hand at the start of the 3rd quarter. Lynas sales of NdPr are only constrained by output rates. Therefore we will be increasing production in this quarter by commissioning the final separation train for NdPr.
...... And:
"Lynas is in deep discussions with a number of end user customers who are concerned about the current situation, and interested to enter contracts to minimise the potential risk to their businesses of another rare earths crisis.

In the December quarter, the value of the strong strategic relationships that we have developed with companies who are leaders in their own market segments continued to serve the business well. We are pleased to have the support of these key customers in Japan, China and Europe."  

Lynas Aktie - LYC
Name Symbol Markt Aktientyp ISIN Beschreibung
Lynas Fpo LYC Australische Börse Ordinary Share AU000000LYC6
  Änderung Änderung % Aktuell Hoch Niedrig Handelsbeginn Handelsende Zeit DELAYED
  +0,00 +2,13% 0,096 0,102 0,094 0,1 0,094 04:10:55
Gebot Fragen Kursdifferenz Kursdifferenz % News
0,095 0,096 0,001 1,04% - -
Trades Volumen VWAP Finanzielles Volumen Volumen %
476 22.454.232 0,0978 2.196.412,35
Letzte Trade Typ Menge Kurs Währung
04:20:09 5.379 0,096 AUD  

wie die kurse reagieren auf die neuen zahlen,,als einer auf der seitenliene stehender,,und nicht investierter,,,kann man dem genügsam entgegenstehen,,,und abwarten was kommt,,,

zumindest bis jetzt,,,sehe ich keine zeichen von grosser euphorie in sydney nach den zahlen  

Lynas Aktie - LYC
Name Symbol Markt Aktientyp ISIN Beschreibung
Lynas Fpo LYC Australische Börse Ordinary Share AU000000LYC6
  Änderung Änderung % Aktuell Hoch Niedrig Handelsbeginn Handelsende Zeit DELAYED
  +0,00 +1,06% 0,095 0,102 0,094 0,1 0,094 04:51:15
Gebot Fragen Kursdifferenz Kursdifferenz % News
0,094 0,095 0,001 1,05% - -
Trades Volumen VWAP Finanzielles Volumen Volumen %
525 23.765.044 0,0977 2.321.188,88
Letzte Trade Typ Menge Kurs Währung
05:00:15 8.639 0,095 AUD  

Lynas Aktie - LYC
Name Symbol Markt Aktientyp ISIN Beschreibung
Lynas Fpo LYC Australische Börse Ordinary Share AU000000LYC6
  Änderung Änderung % Aktuell Hoch Niedrig Handelsbeginn Handelsende Zeit DELAYED
  +0,00 +0,00% 0,094 0,102 0,094 0,1 0,094 05:11:33
Gebot Fragen Kursdifferenz Kursdifferenz % News
0,094 0,095 0,001 1,05% - -
Trades Volumen VWAP Finanzielles Volumen Volumen %
532 23.882.441 0,0977 2.332.230,22
Letzte Trade Typ Menge Kurs Währung
05:11:33 1.505 0,094 AUD  

katastrophal, wie ich ihn erwartet habe...

Fr. Lacaze macht ihren Job...  

der war gut

"Fr. Lacaze macht ihren Job..."  KLASSE/SENSATIONELL  

 

Lynas Aktie - LYC
Name Symbol Markt Aktientyp ISIN Beschreibung
Lynas Fpo LYC Australische Börse Ordinary Share AU000000LYC6
  Änderung Änderung % Aktuell Hoch Niedrig Handelsbeginn Handelsende Zeit DELAYED
  -0,00 -3,13% 0,093 0,094 0,091 0,092 0,096 04:23:51
Gebot Fragen Kursdifferenz Kursdifferenz % News
0,093 0,094 0,001 1,06% - -
Trades Volumen VWAP Finanzielles Volumen Volumen %
227 9.912.417 0,0923 915.386,93
Letzte Trade Typ Menge Kurs Währung
04:43:24 7.643 0,093 AUD  

Und wieder 10 Positionen seltener Erden im roten Bereich, keine Position grün.  

Continue To Avoid Lynas After Q2 Results, But Watch It Closely
Summary

Lynas released Q2 numbers that show continued operational strength.

Unfortunately with low REE prices the company is not generating positive cash-flow. .

This is our first read of the company since prices leveled off, and most of our initial comments on the company have largely been confirmed. .

The company has sales contracts in place: it is no longer subject to the volatile spot market for some of its production and it is recognized as a strategic partner.

We continue to avoid the shares until the risk/reward becomes more favorable, but we continue to watch the company and respect its accomplishments.

http://seekingalpha.com/article/3842266-continue-avoid-lynas…


 

Amanda Lacaze of Lynas presents: The story of a turnaround start-up
Posted on January 28, 2016 by Tracy Weslosky

January 28, 2016 — Amanda Lacaze, CEO for Lynas Corporation Ltd. (ASX:LYC up +45.59% & OTCQX:LYSDY up +32.83% in 2015) in a keynote presentation titled Lynas: The story of a turnaround start-up at the Technology Metals Summit 2015 describes What makes a successful mining venture? Citing the progress at Lynas and the ways that Lynas expects to win in the rare earth market, Amanda states: “Rare earth elements are important functional materials. In many cases their use in finished applications has been limited in response to the perception that the rare earth market is highly volatile and therefore highly uncertain, both in terms of supply and price. For too long, industry focus has been on short term value gains. After fixing the fundamentals of its business, Lynas is well placed to lead a new focus on market growth.”

Publisher’s Note: We have transcribed the first 750 words of Amanda’s presentation for our InvestorIntel readers. Please note that whether you’re interested in rare earths, sustainability issues or are a business professional seeking advice on how to master a turnaround, this is a must-see. As we prepare for the Cleantech & Technology Metals Summit on May 10-11th, 2016 it is with great pleasure that we publish the keynote presentation Lynas: The story of a turnaround start-up.

http://investorintel.com/technology-metals-intel/...naround-start-up/



 

China to complete rare earth industry restructuring by mid-2016

http://www.shanghaidaily.com/article/article_xinhua.aspx?id=…  

BEIJING, Jan. 29 (Xinhua) -- China, the world's largest rare earth producer and exporter, will complete a major restructuring move by mid-2016 to consolidate the industry, an official said Friday.

The work on forming rare earth blocs will be finished by the end of June to restructure the country's rare-earth assets, said Xin Guobin, vice minister of industry and information technology, at a symposium.

China's rare-earth industry is beset by problems including illegal mining, smuggling and a lack of competitiveness due to weak research and development.

In a bid to consolidate and upgrade the industry, the government pledged in 2014 to encourage and support six industry leaders to carry out mergers and acquisitions separately to create large rare-earth producers.

Three firms have already formed rare-earth blocs separately and the other three are still working on it.

Xin said this year will see a reduction of rare-earth smelting capacity, improved output control and increased competitiveness.

By the end of 2020, China should have enhanced its protecting of rare earth resources and have world-leading rare earth-related technology, Xin said.

Rare earth metals are vital for manufacturing high-tech products ranging from smartphones and wind turbines to car batteries and missiles.
 

den schweren Stand aller Rohstoffe: China exportiert zu viel unkontrolliert.
Das problem könnte sich verschärfen, wenn der us$ weiter relativ an stärke zunimmt (zum remibi etc.) und dadurch die chin. teil Illegalen Minenbetreiber umso mehr anfeuert, mehr zu exportieren um an die us$ im Austausch zu kommen, die sie dann nat. lieber in US/EU aktien stecken statt daheim zu Investieren.

Das derzeitige Kuddel-Muddel aus Fake-Wirtschaftswachstum der Chinesen, der dezeit auseinanderbricht und aber trotzdem die Gier der Chinesen gießen halt den Rohstoffbörsen noch gehörig Öl ins Feuer ...
Eine stabile nachhaltige Rohstoffwirtschaft kann nur funktionieren, wenn die Primärerzeuger eben nicht ihre Rohstoffe auf den Spotmarkt für jedermann verticken für den schnellen us$ sondern nur an gute Geschäftspartner der Wertschöpfungskette.
Denn die Spot-Händler sind nicht selten Rohstoff-Zocker, die dann das akkumulierte Metall lieber zum manipulieren der Kurse vorhalten.
A propos Zocker: Wie wir wissen (laut Wiki) wurde Lynis mit ca 400 mio von Goldman Sachs 'aufgepeppelt'.
Es ist also die Frage, ob nicht so ein extrem volatiler Kurs nur für Goldman Sachs von nutzen war (bei der Aktie) und Lynas einfach nur nützlicher Idiot für der Bänker wichtigere Upstream Geschäfte (Siemens, Nordex etc).
Oder jemand weiss um goldman Sachs ehrliche/ernsthafte Intentionen mit lynas, dann würde ich jetzt oder nach einem Aktiensplit von sagen wir 1:12 einsteigen.

MfG  

die hohen umsätze im deutschen Raum (frankfurt, außerbörslich).
In Deutschland wird die Aktie noch öfter als in USA (OTC) gehandelt ...

Außerdem passt mich noch nicht, dass die Quartalsberichte sehr oberflächlich sind. Was will man verschleiern?
Einerseits ist die rede von 3200t verkaufsfähigen REO materials, aber nur NdPr wird exemplarisch im Bericht erwähnt.
Wie setzen sich die realisierten Verkaufspreise alle REO sorten zusammen?!
Das liest sich eher nach einer Bilanz eines Gbr statt einer AG... lächerlich.

Hoffentilch ändert sich das bald - oder ich blicke die Dokumente nicht?

MfG  

frankfurt,ausserbörslich,,hohe umsätze: ist zu erklären,,ganz einfach,, auf zocker die es sich zum beruf gemacht haben,, starke kursbewegungen im "homeland" der firma,,zeitversetzt und vorbörslich zu nutzen,,,um diese,,,im eigenen land durch vorbörsliche käufe vorauszunehmen,,,und dementsprechend hohe gewinne zu erwirtschaften,,,glaube mal,,siehe,,,hammerbuy,,kann gut funktionieren,,,solange die
lämmer nach kursbewegungen entstprechend nachziehen  

sehe das ähnlich,,,sehr undurchsichtig und unscharf,,,sehe ebenso eine
verschleierung der aktuellen probleme,, durch den nichtanhaltenden preisverfall
im ree-bereich,,,,und die zahlen die kommen werden  

 

Lynas Aktie - LYC
Name Symbol Markt Aktientyp ISIN Beschreibung
Lynas Fpo LYC Australische Börse Ordinary Share AU000000LYC6
  Änderung Änderung % Aktuell Hoch Niedrig Handelsbeginn Handelsende Zeit DELAYED
  -0,00 -1,05% 0,094 0,097 0,094 0,096 0,095 01:40:11
Gebot Fragen Kursdifferenz Kursdifferenz % News
0,094 0,095 0,001 1,05% - -
Trades Volumen VWAP Finanzielles Volumen Volumen %
89 2.522.721 0,0954 240.741,75
Letzte Trade Typ Menge Kurs Währung
01:41:02 1 0,094 AUD
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