- Je verdiept je in Rare Earth Elementen (REE's). Ik heb de indruk dat niet erg veel vermogensbeheerders dit doen. Waarom jij (jullie van Bustelberg effectenkantoor) dat wel?
Bustelberg vermogensbeheer probeert zich te onderscheiden van de gemiddelde banken en vermogensbeheerder met een value benadering van aandelen. Hieruit komt voort de bovengemiddelde interesse voor onder andere zeldzame aardmetalen. In onze optiek zijn deze niet zeldzaam, maar de het aanbod winning ervan wel. Wij zien ook dat tegelijkertijd de nieuwe technologie nieuwe materialen nodig heeft. Hierdoor ontstaat de combinatie van toenemende vraag en afnemend aanbod. Dit wordt mede ingegeven door een enorme stijging van de vraag naar deze metalen. Bustelberg focust zich daarom al jaren op de ontwikkelingen en de bedrijven die zich bezig houden met de winning ervan.
- Rare Earth Elementen kun je moeilijk zelf kopen zoals een baartje goud of zilver. Wat zijn voor jullie de meest voor de handliggende manieren om te beleggen in deze metalen?
Lees verder
10 vragen aan Peter Cordes
Strategy Metals Bulletin 63
Aims to update investors on developments in the world of strategy metals – crucial inputs to industry, defense and technology innovation
This week’s bulletin sees aliens recognizing rare earth elements, observes a set-back for Avalon, and discusses the enhanced potential for M&A activity in the Athabasca uranium companies.
Aliens recognize REE
I initially thought the asteroid mining story to be of the entertainment kind, and treated it with what I thought was an appropriate measure of irony. However, the news flow concerning the topic is very persistent, and plans are becoming more concrete. Former NASA officials have begun to map the rocks orbiting in our solar system, and Obama has approved an unmanned mission that is destined to be launched in 2016, land on an asteroid, and return with samples in 2023. By which time most of our scarce metals will have run out.
Geplaatst in Terence van der Hout
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Obama en Jim
Jim Rogers, interview in Economic Times:
"What is happening is the prices are going through the roof because the Chinese do control the supply…. A lot of other people are opening mines because they can make a lot of money and governments are behind the companies opening new mines. So it's all going to bring a new supply and eventually the price of rare earth will come down again. But in the meantime until the new mines can come on stream, somebody is going to make a lot of money"
Obama announces WTO case against China over rare earths:
Strategy Metals Bulletin 62
Aims to update investors on developments in the world of strategy metals – crucial inputs to industry, defense and technology innovation
This week’s bulletin looks at Japan locking up REE sources outside of China, we fly by the latest in the moon-mining phantasies, look at interesting comments on the criticality of copper, and see a Chinese REE separation company list on the London AIM index.
Japan locks up rare earth element supplies from non-Chinese sources
Japan will soon be able to supply rare earth elements (REE) from sources outside of China for the first time in recent history. Japan, the largest user of REE after China, will import more than 14% of its REE demand from India and Kazakhstan, in the near future.
Metalen voor Energie & Milieu 2012
Elk jaar organiseert Metal-pagina's een aantal van de beste conferenties voor de metaalindustrie. Komende conferentie van 6 – 8 juni zal in het teken staan van REE:
Analysts and industry professionals will review the supply of rare earths, their current demand, potential new uses, recycling, current production and future supply projections.
Keynote speaker at MME 2012, Mark Smith, President and Chief Executive Officer of Molycorp, Inc., USA will present "An update on Mountain Pass and the Rare Earth Market", whilst other rare earth experts will share the latest market developments and trends, including:
- "Rare Earths and the Challenges of Change in China" Clint Cox, President, The Anchor House, Inc., USA
- "Magnets for green energy and the environment" Ed Richardson, President, United States Magnetic Materials Association, USA
- "Will the Global Rare Earth Supply Chain Preclude America from Competing in Green Technology Manufacturing?" Michael Silver, CEO, American Elements, USA
- "The influence of new projects on the supply of Rare Earths 2013-2020" John Kaiser, Editor, Kaiser Research Online, USA
In de media mei 2012
Dit verscheen oa in de media in mei 2012:
- 16 mei: The Rare Earths Industry Is Only Just Beginning: Jon Hykawy
- 16 mei: Renewed Molycorp sell off
- 02 mei: Rare Earths Miners Race to the Finish Line: Carolyn Dennis
- 02 mei: Japan and India sign rare earth deal to reduce dependency on China
- 02 mei: China's Manganese strangehold
- 02 mei: Rare Earths Riches Could Give Canada Competitive, Political Advantages
China wil de REE-markt reguleren
Twee berichten over de rol van China in de REE-sector. Ze wil belasting gaan heffen om te voorkomen dat er overproductie gaat ontstaan in de verschillende met name lichte Rare Earth Elements.
Bericht van Platts:
China will start allocating value-added tax permits to rare earth companies in Sichuan and Inner Mongolia from May 1 in a bid to regulate overproduction of the mineral, sources told Platts Thursday.
Grafiet is al 250% gestegen!
Eerder schreef ik al over grafiet. Nu een persbericht: For starters, graphite is in a "rare earth"-type situation because 70% of supply is controlled by China. Industrialization in that country—as well as in India and other emerging markets—has led to increased demand for graphite in its traditional use as an additive to steel. The 30% of supply that comes from outside of China is typically used in full by the country where it's mined. There's only a handful operating graphite mines in the entire world.
In de media in april 2012
De critische en strategische grondstoffen in het nieuws: (laatste update 24 april)
- Grahite: Time to invest, or Flavor of the day
- China’s moves to stop REE price declines ‘likely to fail’
- China heading toward serious shortage of mineral resources by 2020
- Processing plant to cost $302 million- 1/3 of Avalon’s rare earth project capex
- Rare Element Resources revises Bear Lodge economics. Stock is now up 75% for the year
- Bloomberg meldt: Rare Earth Supplies in U.S. to Meet Defense Needs, Pentagon Says
Persbericht Lynas
Op onderstaand goede nieuws schoot Lynas ruim 7% omhoog in koers!
Lynas Corporation (ASX:LYC, OTC:LYSDY) is pleased to announce that the High Court of Malaya at Kuala Lumpur has denied an application for leave to apply for a judicial review of the decision of the Malaysian Atomic Energy Licensing Board to approve the granting of a Temporary Operating Licence to the Lynas Advanced Materials Plant (LAMP) in Malaysia. The application was referred to in Lynas’ ASX announcement dated 23 February 2012.
Video’s in april 2012
Business News Network interviewt de CEO Peter Cashin van Quest Rare Minerals. Een helder verhaal!
Geplaatst in Geen categorie, Video's
Tags HREE, LREE, Quest Rare Minerals, Rare Earth Elements, Zeldzame Aarden
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