Stans Energy heavy rare earth Prod. 2012

 

...beutet das jetzt für Stans?

Das Stans nicht produzieren kann weil die jetzt was mit den Japanern vereinbaren oder das sich für Stans nichts ändert...? Trau denen dort irgendwie immer weniger über den Weg....

 

Es gibt noch viele hübsche Bräute. Posco (Taiwan), einer der welltgrößten Stahlhersteller,  wurde in einem anderen Artikel (siehe Link) als möglicher Kunde (und Partner/Investor) genannt. Viele dieser Megakonzerne sind auf der Suche nach gesichertem Nachschub an REEs. Sobald es die politische Lager erlaubt und die Entwicklung des Stans Projekts vorangetrieben werden kann, werden auch wir (hoffentlich positive) Schlagzeilen in Verbindung mit Kutessay lesen. Momentan ist aus verhandlungstechnischer Sicht um die Lizenzangelegenheit Abwarten angesagt.

Artikel von devash, SH
http://www.stockhouse.com/bullboards/...&r=0&s=HRE&t=LIST

Wichtige Zeile am Ende des Artikels:
"Another company from South Korea, Posco, is currently having talks with both Kazakhstan and Kyrgyzstan on the issue of REE extraction."

Zu Jack Lifton
Auch kam mir in den Sinn, dass ein Jack Lifton durchaus über Stans schreiben würde, denn es handelt sich immerhin um ein reales REE-Projekt mit dem Vorteil einer Wiederinbetriebnahme einer ehemaligen russischen Mine und Verarbeitungsanlage (inkl. Know-how). Vielleicht hat eine Art „Schreibverbot“ von R. M. akzeptiert, um die Verhandlungen nicht zu stören. Das mag etwas weit hergeholt sein, doch die Vehemenz, mit der Lifton die Nennung des Namens Stans vermeidet, die grenzt fast an etwas diabolisches. Er hat bestimmt keine Angst vorm „Weihwasser“, da ist etwas anderes im Spiel. Meine Meinung.

Denkt mal darüber nach.

Gruß, mad.  

http://de.wikipedia.org/wiki/POSCO  

 

 

 

http://www.universalnewswires.com/centralasia/...wstory.aspx?id=12838  

"Another company from South Korea, Posco, is currently having talks with both Kazakhstan and Kyrgyzstan on the issue of REE extraction.


Read more at http://www.stockhouse.com/bullboards/...mp;t=LIST#jeVRHj4ZFCQ5dEHZ.99

Hoffnungsvoll

MfG, T;-)  

Korea's Posco interested in expansion of ferroalloy plant in Kyrgyzstan.2012-06-06

Minister of Economy and Anti-Monopoly Policy Temir Sariev met with representatives of POSCO, multinational steel-making company headquartered in Pohang, South Korea, reported Tazabek. Representatives of this company expressed interest in expansion of the ferroalloy plant in the town of Tash-Kumyr, construction of the magnesium plant using ferrosilicoaluminum for deoxidation, modernization of the hydropower plant for two previously mentioned business projects, rare earth elements and other possible business projects - aluminum, copper. Minister Sariev welcomed the plans of POSCO and expressed readiness to provide support to their projects in Kyrgyzstan. The investment project of construction of the Kyrgyz ferroalloy plant in the town of Tash-Kumyr was initiated in accordance with the intergovernmental memorandum signed during the business forum Kyrgyzstan-Kazakhstan on 11 July 2007 with the purpose to expand mutually beneficial economic cooperation, to attract direct foreign investments and to boost export potential of the country. The Tash-Kumyr mayor&apos  

Zitiere aus dem Bericht:

Legal barriers and lack of advanced technologies had, for now, held Kazakhstan back from its potential as an important rare earths exporter. However, favorable resource conditions and increasing global market demand are set to reverse this trend and place Kazakhstan at the forefront of this strategic resource extraction sector.

BERICHT:


Kazakhstan Set to Become Major Source of Rare Earths in CIS
Publication: Eurasia Daily Monitor Volume: 9 Issue: 165September 12, 2012 04:12 PM Age: 9 days
By: Georgiy Voloshin

(Source: Central Asia Online)
On August 9, China launched the world’s first rare earth exchange in an apparent bid to formalize its global leadership in the production of rare earth elements (REE). This move comes almost two years after the Chinese Ministry of Commerce introduced export quotas for REE, reducing the country’s exports by almost 35 percent as compared to 2009. By doing so, Beijing, in whose hands is concentrated more than 30 percent of all REE prospected reserves (Council for Chemical Research, May 3, 2011), has posed a challenge to such top-tier importers as Japan (buying 50 percent of all REE exports worldwide), the United States, France, Germany, Belgium or India. At the same time, global demand for REE has considerably increased in recent years, reflecting a sharp upward trend: According to the Eurasia Capital firm, it may exceed 200,000 tons per year by 2014, while it was equal to only 134,000 tons back in 2009 (Russia Beyond the Headlines, February 18, 2011). In this context, major importers are searching for new potential partnerships outside of China, and Kazakhstan increasingly looks promising.

Although the United States has its own REE reserves, the US Government Accountability Office estimated in April 2010 that it would take approximately 15 years to explore and start exploiting these deeply lying deposits (US GAO, April 14, 2010). Considerable reserves are hidden in the subsoil of Canada, Australia or Vietnam, but their industrial exploitation is deemed too costly. In such circumstances, former Soviet republics, having in their combined possession almost 22 percent of total REE reserves (Council for Chemical Research, May 3, 2011), are expected to deepen their commercial ties with primary REE buyers. Kazakhstan has already attracted the attention of its Asian (Japan) and European (Germany) clients. In 2010, Kazakhstan partnered with Japan’s Sumitomo and Toshiba giants for the extraction of rare earth metals like molybdenum, rhenium and beryllium (see EDM, July 30). In a similar vein, it concluded agreements with Germany, providing for technology transfers in exchange for a privileged access to Kazakhstan’s subsoil (see EDM, February 14). 

Since the dawn of its independence, however, Kazakhstan had not been particularly interested in developing its own REE sector. Several plants located in the eastern part of the country were actively involved in this sector in Soviet times and supplied precious materials to the USSR’s defense industry (including the aerospace branch), but were quickly redirected toward other activities after 1991. According to the Institute of Geological Sciences, Kazakhstan is especially rich in rhenium (used in jet engines or the production of high-octane gasoline), gallium (used in 90 percent of all advanced military technologies) and also osmium-187 (the most expensive metal in the world), which is widely utilized in the aerospace industry, rocket production or pharmaceuticals. Furthermore, REE and rare metals are frequently found in uranium ore, which is being mined in Kazakhstan, and even more so in industrial wastes dumped by the metallurgical and chemical sectors. According to varying estimates, Kazakhstan may possess up to 25 billion tons of wastes of which 0.6 percent is REE and rare metals (Investkz.com, Issue No. 3, 2011). 

Yet, for now, Kazakhstani industries reprocess only two percent of all wastes (Investkz.com, Issue No. 3, 2011). Therefore, this mass of unwanted composites may contain enormous amounts of precious materials. If Soviet planners paid careful attention to the integrated reprocessing of raw materials, Kazakhstan’s authorities have not only abstained from any serious investment in the construction of new factories for the separation of REE from the ore, but also closed down several functioning industrial plants. This surprising negligence is explained by two factors. Firstly, Kazakhstan has no high-tech industries capable of consuming even small amounts of extracted REE. Secondly, such production would require considerable investment and the mobilization of advanced technologies. Therefore, Kazakhstan’s businesses have, until now, preferred to work with traditional raw materials, such as gold, silver, copper, uranium or iron, instead of spending their resources on labor-intensive processing and manufacturing. 

To date, the Kazakhstani government has not developed any particular legislative norms concerning the exploration and production of REE. The existing law on subsoil use (adopted in June 2010) contains only the vague notion of “strategic reserves.” Article 71 of this law allows the government to unilaterally modify any contracts with third parties (domestic or foreign), if such contracts may endanger Kazakhstan’s national security via the wrongful use of strategic mineral reserves. Additionally, article 72 entitles the government to denounce such contracts, if there is no means to modify them. While the 2011 governmental decree providing the list of strategic reserves gives detailed information about various types of minerals in more than 360 deposits, it contains no specific details about REE or rare metals. Back in 2006, the famous Kazakh scientist Abdurasul Zharmenov from the National Center for the Integrated Processing of Raw Materials suggested the elaboration of a special law regulating the REE sector (Rusmet.ru, January 31, 2006), but no progress had been made so far.

Despite these legislative gaps, the fledgling REE market in Kazakhstan is currently almost exclusively controlled by state-owned or state-controlled companies. Whereas such market players as Kazakhmys, KazZinc (both having an important stake of state participation and also believed to be closely affiliated with some of Kazakhstan's high-level officials) or the Eurasian Natural Resources Corporation (ENRC—26 percent owned by Kazakhmys and 11.65 percent owned by the governmental Committee on State Property) are actively involved in the production of raw materials, including a limited number of REE, Kazatomprom remains the most prominent actor. This is not only because the uranium ore it mines is traditionally rich in REE and other precious metals, but also because this national company has been the official operator for REE and rare metals since 2006 and currently has the exclusive right to sell them in foreign markets (Investkz.com, Issue No. 3, 2011). 

Playing catch-up, for the last two to three years Kazakhstan has been actively cooperating with foreign companies in the identification and further exploitation of its REE deposits. Besides contracts with Japan and Germany, it also has joint projects with France and Russia. In September 2011, Kazatomprom signed a cooperation agreement with the French Bureau of Geological and Mining Research (BRGM) and the European Company for Strategic Intelligence (CEIS) (Forbes.kz, Issue No. 2, October 2011). Earlier in March, Kazatomprom concluded another agreement with Russia’s AtomRedMetZoloto in order to increase REE supplies to Kazakhstan’s northern neighbor (Meta.kz, March 30, 2011). Another company from South Korea, Posco, is currently having talks with both Kazakhstan and Kyrgyzstan on the issue of REE extraction. At the same time, it should not be excluded that China may be interested in acquiring its own stake in Kazakhstan’s REE and rare metals sector, not only for its national industrial needs, but also to have an additional bargaining chip in business contacts with REE importers and to drive market prices even higher. 

Legal barriers and lack of advanced technologies had, for now, held Kazakhstan back from its potential as an important rare earths exporter. However, favorable resource conditions and increasing global market demand are set to reverse this trend and place Kazakhstan at the forefront of this strategic resource extraction sector.

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“These rare earth projects are most likely to become productive“ ... (die wichtigsten Namen dazu sollten eigentlich bekannt sein), Gruß, mad

Auszug:
...
Clearly, not all projects are equal. Some are being developed based on a handful of samples, while others have proven mineral reserves. There will never be mineral-resource estimates for most of these projects, and even fewer will become profitable ventures. The number and diversity, however, indicates that the so-called “rare earths crisis” is theoretically solvable.

Absent government ownership or funding, potential mineral resources must be estimated before these projects can be funded. Of the 429 projects mentioned above, as of April 2012, 36 projects have been either been formally defined as a mineral resource or reserve under standard industry guidelines, or were previously mined.

These rare earth projects are most likely to become productive. The 36 projects include 12 operations in Canada, seven in Sub-Saharan Africa, six in Australia, four in the United States, three in Greenland, and one each in Sweden, Kyrgyzstan, Turkey and Brazil.
...
http://www.ncpa.org/pub/ib108  

Zusammenfassung in meinen Worten zum DAF-Videoclip 'REE : Einschätzung zu REE....es wird erwartet ein Seitwärtsbewegung oder starkansteigender Preis für REE und China bleibt unangefochten konkurenzlos in Sachen REE weiterhin in der Zukunft... !!!

 

http://www.daf.fm/video/...er-geheimtipp-fuer-ihr-depot-50157314.html

 

             Rare Earth Metals in Central Asia 
                                    A Promising but Paradoxical Agenda,    August 2012 


 Key Points

- Japan, Germany, South Korea and the United States are eyeing Kazakhstan, Kyrgyzstan, and Mongolia in the hopes of circumventing China’s growing economic pull in the rare earths arena.
- Kazakhstan officially announced its intention to increase the production of rare earth ore to 1,500 tons per year, and works closely with the Federation of German Industries.
- Several Japanese and South Korean companies have shown interest in Kyrgyz rare earths.
Kyrgyzstan
 
Kyrgyzstan has twenty rare earth sites, located in the Issyk-Kul, Talas, Chu, Jalalabad and Osh regions.17 The majority of them, however, require additional geological studies. The main site now under exploitation is that of Kutesay-2, in the Chu region, which produced 80% of Soviet rare earths (about 750 tons per year after recovery losses), most of which were headed for the Soviet nuclear program between the 1960s and the Union’s collapse. In 2009, Stans Energy Corporation, listed in Toronto, acquired a license to exploit this mine for twenty years. In 2011, it announced the purchase of the Heavy Rare Earth Element Processing Complex situated close by,18 and an investment of US$5.5 million for buying the factory’s railway terminal, situated about 21 miles from the mine, the aim being to boost exports to China.19 Stans also intends to increase its production to 2,000 tons per year; the mine is particularly interesting as it contains the five most profitable rare earth metals (neodymium, europium, terbium, dysprosium, and yttrium).
Kyrgyzstan suffers, however, from its image as an unstable country with a legal framework that is too uncertain for foreign investment and subject to the political hazards of the moment. This limits Bishkek’s ability to attract the necessary funds. Thus, several Japanese companies have shown interest in the rare earths but are hesitating on further involvement. An agreement has been signed with Tokyo, according the terms of which the Geology Institute of the Academy of Sciences of Kyrgyzstan has committed to draw up a report on the available resources of rare earths for the Japanese.20 The report is due to be delivered sometime in the second half of 2012. South Korea, which is heavily reliant on rare earths for its production of high technology, has also shown interest in the Kyrgyz sites and has launched a prospection program. 21 The visit by Posco holding’s representatives to Kyrgyzstan in May 2012 confirmed South Korean interest.
 
The world race for rare earths

The 17 metals defined as rare earths are essential to the production of several technological applications such as televisions, mobile phones, and PC monitors, as well as for the manufacturing of green energy products (low energy bulbs, wind turbines, hybrid car production). In addition, they are key components for the defense industry: according to the US Department of Defense, rare earths are used in the production of a number of missiles including the Tomahawk cruise missile, as well as radar surveillance systems, Abrams M1A1 Tanks, F15 Fighter Jets, and night vision material.3 The rare earths market has literally skyrocketed over recent years, going from US$500 million in 2003 to 1.5-2 billion in 2010, when world demand was 136,100 tons but global production was only 133,600 tons, with the difference being filled by above ground stocks or inventories.4 Global demand is set to grow considerably: it could reach between 185,000 and 210,000 tons in 2015, leading to a strong price increases, while they have already risen more than 300% in price between 2008 and the end of 2010.5 According to some sources, prices for rare earths could multiply by two or three over the next twenty years. Rare earths are thus an international strategic issue. China’s decisions have caused the relevant industries in Japan (one of the largest importers in the world), South Korea, Europe, and the United States to consider alternative products and suppliers. The search for new, economically viable deposits covers the entire globe from Greenland and South Africa to the CIS countries and North America. India plans to take stock of the value of its reserves but they do not appear to be very significant.
With the second largest explored rare earth reserves in the world, maybe the first in terms of potential reserves, Russia could challenge China’s monopoly. Moscow was not planning to develop rare earth mines until 2030, but international pressure, especially from Japanese firms, has become more insistent. The Russian Federation has two main deposits: the Lovozersk mine, in the Murmansk region, has an estimated 80 million tons of ore reserves that can be surface-mined. It could produce a wide range of rare earths, especially the very uncommon eudialyte (a primary rare mineral carrying heavy rare earths), but for now focuses only on magnesium production. The Tomtor deposit in Yakutia-Sakha has an exceptional 12-percent level of rare earth content in its ore. Its proven reserves amount to 150 million tons and the possible reserves come close to exceeding all the rest of the world’s reserves combined. The apatite ore of the Kola Peninsula, today used to produce phosphorus fertilizers, could also contain rare earths. 

 
 
 
   

Der neue Premierminister macht gerade eine Kirgistanreise. Fährt von Dorf zu Dorf. Kommt. Sieht. Verspricht.

So kam er gestern in Orlovka beim Kashka Rare Earth Plant vorbei. Und da sah er dann eine kleine Demonstration. Die Leute hielten Transparente mit der Aufschrift: "Nieder mit der chinesischen Expansion“. Das richtet sich gegen das chinesische Unternehmen Altyn-Ken, das in der Nähe eine Goldmine in Betrieb nehmen will. Die würden da viel zu viele chinesische Bürger beschäftigen. Ganz anders Stans, die etwa 70 Menschen aus den umliegenden Dörfern anstellten. Er solle doch bitte dafür sorgen, dass das mit Stans Lizenz wieder in Ordnung kommt, baten die Demonstranten, und forderten ihn auf, die Anlage zu besichtigen. Aber natürlich hatte er gerade keine Zeit. Versprach aber, die Anlage bald mal zu besuchen.

http://news.namba.kg/read.php?id=803411
http://kabar.kg/society/full/40865
http://kabar.kg/society/full/40864  

...ein Hinweist dafuer dass Stan's in seiner website nicht ueber treiben, sondern die locale Bevölkerung wirklich entspechend "belehrt hat" dass es auch fuer Sie profit bedeutet.
Fuer mich bedeutet dieser Artikel eine erhebliche reduzierung des Kyrghiztan Risk Faktors. Ist jetzt nur noch eine Frage der Zeit, wann dies bei den Investoren durchschlaegt.
Lynas is noch immer mit Fragezeichen, Moly ist mehr auf US natonalbewusstsein (ob wohl Sie MIT China lebaeugeln und das kann auch ins Auge gehen..) als auf Ratio Ebene angesiedelt, viel Geld ist da die naechsten Jahre nicht zu machen, denn LYNAS wird die LREO Preise niedrig halten. Hedge funds gibts , wie ELI - aber die bedeuten weniger als Stan's vor 3 Jahren....reine Poker Aktie. Greenland Minerals.....ja, aber nur wenn man 10 Jahre warten durchhaelt und dass mit all den Unsicherheiten neuer innovationen in dem sektor. Es sind nur eine handvoll player die wirklich das bringen werden was Investoren erwarten: cash return und nicht nur Mining...  

Guten Morgen ,

wie immer informativ und sachlich !!

DANKE ;-)

Alles GUTE !

MfG, T.  

jemand ?!


http://www.tagesschau.de/wirtschaft/china-japan104.html

mfg, T.  

Ich erinnere mich, es war dieses Frühjahr als ein paar " empörte" Koreaner Ein paar Fenster der chinesischen Botschaft in Seoul Mit Steinen einwarfen. Kann mich nicht mehr an die Hintergründe erinnern.
Faktum jedoch: sofort reagierte die chinesische Regierung mit Repressalien auf koreanische Textilgeschaefte in China.
Dgl fand auch statt, als die Philippinos aufmuckten....Bananen verrotteten in nicht abgefertigten Containerschiffen. " dogs and Philippinos not allowed" posters in Hotels.

Hamm, weiß nicht was sie mit den Vietnamesen machen....denn die exportieren nahezu 1 mill tonnen Reis nach China.
Natürlich sind wirtschaftliche Sanktionen besser als militärischer Schlagabtausch, bei dem alle verlieren und. China muss zugestanden werden, dass sie sich wehren.
Eines ist sicher: China spielt seine Wirtschaftsmacht in allen Nuancen aus. Wer nicht mitspielt, wird nicht geschlagen, sondern erpresst.

Was für die Japaner herauskommt....wirklich fraglich. Eins ist meiner Meinung nach sicher: Japan muss sich die REE Versorgung jetzt mit Sicherheit anderweitig sichern, bei China sind sie jetzt für immer eine Geisel dieser Abhängigkeit. Dies wird sich in naher Zukunft nicht mehr aendern. Vielleicht ein Plus für Stans, wer weiß.  

Diese Woche hop oder top? Wie gehts weiter, einig man sich und nimmt die Arbeiten wieder auf, oder ...... ?  

Die werden sich einig......nur wie, das ist mein Fragezeichen. Die positive Reaktion der Dorfbevölkerung spricht Bände. Hab da was zwischen den Zeilen über Arbeiten an Tailing Ponds gelesen, oder irre ich mich...meine Uebersetzung ist etwas fragwürdig ....?
Die Japaner werden Hand, Kopfstände und Klimmzüge versuchen um die chinesischen REE Defizite zu kompensieren und den Koreanern wird es auch zu denken geben. Neue japanische Delegationen nach Kyrghiztan möglich?? und jetzt in Position als genötigte Bittsteller...?  

... sollte natürlich  " einigt " heißen.

Bedanken wollte ich mich an dieser Stelle für das hohe Niveau in diesem Thread. Die Beiträge, die von den " ständigen niveauvollen Poster " haben mich u.a. davor bewahrt meine Anteile zu verkaufen, sondern darin gestärkt an die Storry von Stans zu glauben. Auf eine gute Woche.
Frage an die bislang 221 Zugriffe auf diese Seite: " Was interesiert euch an Stans? Seit ihr Zocker oder wieso beschäftigt ihr euch mit dieser Aktie?  

Das zocken ist nicht mein Geschäft ich bin nur ein Kleinanleger mit ambitionen und mehr nicht.
Fazit : Stans hat potenzial als wir denken!
Nur meine Meinung.

OK ;-)

Viel erfolg uns ALLEN...

MfG, T.  

Stans hat Potenzial "mehr" als wir denken

 

Zitat Gimli aus "Herr der Ringe"
Gimli: "Den Tod als Gewissheit, geringe Aussicht auf Erfolg, worauf warten wir noch?"

Ich bin kein Zocker. Ich glaube an / hoffe auf:

1. sinkendes (wenn auch vorhandenes) Länderrisiko
2. (mögl.) Zeitvorteil bei Produktionsbeginn
3. tatsächliche Fähigkeiten des VNIIHT
4. Seriösität des Managements
5. guten Basketpreis
6. Ausweitung der Ressourcen (evtl. in Russland?)
7. Gute Vernetzung - siehe Beraterliste
8. Cooperation seitens der Bevölkerung
9. die Tatsache, dass die meisten Länder von China unabhängig sein wollen
10. ..und, und , und ..

Reihenfolge beliebig, nicht nach Relevanz sortiert..

Im Übrigen: Wenn Deine Frau Dich fragt: "Bin ich zu dick?" so antworte: "Verglichen womit ?"
Alles Andere kann Dich Deinen wohlverdienten Feierabend kosten. Soll heißen:
Risiken gibt es überall. Die persönliche Einschätzung und das Abwägen der überall vorhandenen Risiken gegeneinander ist entscheidend, oder ?

Das sind meine Vorstellungen. Was denken die Anderen ?

LG  

....Du würdest auch einen guten Politiker abgeben. fälltmirnichtsein's links und die dazugehörigen Artikel zeigen, dass sich in Kyrgh punkto refurbishing und Aufbau mglw. sogar mehr tut als wir denken und dass STANS nicht auf der faulen Haut gelegen hat. Äußerst positiv im gesamten.
Als negative Aspekte fallen mir nur ein, neben der nun besser werdenden investorpolitik, fehlende BFS (ist eigentlich die Basis um das Investment als solide präsentieren zu können...moeglicherweise hätten wir zu früh einen Hyperschub mit Short interest Blutsauger am Hals, oder das Gegenteil...ww) und mit im Zusammenhang eine gesunde Finanzierungsaussicht für das Gesamtprojekt. Wenn wir das hätten, dann bräuchten wir hier nur alle 3-4 Tage mal reingucken und "hallo" sagen.   :)  

Nein Politiker wäre ich kein guter! Ich beherrsche die Grundrechenarten.
Bezgl. BFS kommt es ja immer darauf an, wie man die Finanzierung gestaltet. Es muss ja vielleicht nicht in jedem Fall eine erforderlich sein. (?) Es gibt Fälle wo Endabnehmer die Finanzierung ermöglichten, ohne Banken in Anspruch zu nehmen. Ich denke die Umweltverträglichkeit ist im Moment vielleicht wichtiger. Aber lassen wir uns, wie in den meisten Fällen, überraschen...
LG