Aus anderen Foren:
Lynas Shorters:
https://hotcopper.com.au/threads/...-21?post_id=27162723#.WbfaOuQUmrY
“I reduced my expectation for the QR result. Lynas could give away shares it could also give away NdPr selling price to japanese. I question japanese customers are paying higher than chinese customers when NdPr reach over US38/kg. I also suspect there is a japanese control all over Lynas indirectly by choosing act or not act at different occation to take advantage of Lynas shareholders. Japan control Lynas sales and loan. As long as its shares do not control by chinese or US, japanese does not need to own Lynas and still able to influence Lynas.”
https://hotcopper.com.au/threads/...p;direction=previous#.WbfbSuQUmrY
Technological, environmental, and political changes could result in the commodities sector changing significantly in the coming decades. Following our recent discussion of the major commodities and mega-cap miners, we asked our contributors to look into the future and tell us about the commodities that will matter most.
Rare earth processing: it’s rocket science! Jim Copland, IFM Investors
It’s hard to go past the rare earths, particularly Neodymium and Praseodymium Oxides (NdPr), and Lynas is the way to play it. We had a false start with rare earths in 2010/2011, when the price spike destroyed demand. Since then, the demand outlook has materially improved on the EV and renewable energy thematic, and China has become serious about the environment, rationalising its hazardous sources of rare earth supply. Rare earth processing IS rocket science, creating high barriers to entry, and Lynas has done its time in purgatory refining its process and improving its balance sheet. It is on the cusp of hard-earned, strong free cash flow generation.
https://hotcopper.com.au/threads/...p;direction=previous#.Wbfb9eQUmrY
“[…]The South Korean government needs to diversify its rare earth metal import sources.”
http://www.businesskorea.co.kr/english/news/...rth-metals-are-surging
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