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01-08-2007, 01:51 PM
#111
Rare Earths are not that rare. What is difficult is finding concentrations that are economic to mine and separate.
If we start to run out, prices go up, and uneconomic concentrations become economic.
Even that sequence of events is good for LYC, as prices go up.
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01-08-2007, 02:06 PM
#112
Member
OK, so in the bigger picture China's monopoly on this resource might be a bit exaggerated? I'm referring to the scare mongering tone of the Clint Cox article referenced on page 3 of this thread. Perhaps the Chinese have a near monopoly for now, but if prices go up other supplies could come on line?
Anyone know if Li-ion batteries also use rare earths? I'm wondering whether less need for rare earths could become another point in favor of Li-ion batteries in the future, potentially benefiting lithium producers like ADY.
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01-08-2007, 09:26 PM
#113
I read the "Rare Earths are not that rare, just hard to find in economic concentrations" argument in some primers on RE. I get the feeling from further reading that the bit about not being rare is more a geological viewpoint, and that there probably is quite some barriers to leaping into the RE production : finding resources takes time, and then do you just sell the useless mixture cheap or spend more time designing and building plant to separate it.
Individual mines seem to need indvidualised processing to suit the particular mix and geographic location, so I think just mining and not processing is a wasted opportunity or maybe can't even sell the mixture to anyone.
Thus I don't feel great threat from too many new competitors particulary quickly.
Tobo. LYC, plus toe dipped in ARU & NAV
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01-08-2007, 09:34 PM
#114
Seaosh said
quote: Anyone know if Li-ion batteries also use rare earths? I'm wondering whether less need for rare earths could become another point in favor of Li-ion batteries in the future, potentially benefiting lithium producers like ADY.
Does anyone know if Li-ion batteries also use rare earths?
Seaosh, because various REs are used in a range on new and/or sustainable technology I am relaxed about the possibility that one product could get superseded by something that uses widgium or chewing gumium : Obviously something to be watched longerterm, but I see a shortage of some REs looming in the meantime.
eg. You are talking about battery type, but latest ann is about magnets.
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02-08-2007, 12:26 PM
#115
Member
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02-08-2007, 12:53 PM
#116
Bugger
Will out of the country from monday for 2 weeks
What a time to have a TH
Better put in a stop loss (or profit target)
Cheers
Slam
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17-08-2007, 11:42 PM
#117
Member
Has been hammered, luckily however the company finalized all its funding on favourable terms prior to the rout including the convertible notes and bank debt. The $60m equity placement at $1.15 perhaps suffered a bit however it looks good compared to 86c!
Nice timing by LYC directors.
Crusaders: Super 14 Champions 2008
SUPER Champions 1998, 1999, 2000, 2002, 2005, 2006, 2008
NINE finals, SEVEN titles
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19-08-2007, 06:42 PM
#118
Originally Posted by cantab
Has been hammered, luckily however the company finalized all its funding on favourable terms prior to the rout including the convertible notes and bank debt. The $60m equity placement at $1.15 perhaps suffered a bit however it looks good compared to 86c!
Nice timing by LYC directors.
86c looks awful tasty to me...
Will be looking to pounce early this week...
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19-08-2007, 08:45 PM
#119
Member
Originally Posted by shasta
86c looks awful tasty to me...
Will be looking to pounce early this week...
Only thing is that they closed in Frankfurt up 16% which equates to A$1.00
Crusaders: Super 14 Champions 2008
SUPER Champions 1998, 1999, 2000, 2002, 2005, 2006, 2008
NINE finals, SEVEN titles
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19-08-2007, 09:10 PM
#120
Originally Posted by cantab
Only thing is that they closed in Frankfurt up 16% which equates to A$1.00
Thats my problem - the ASX will rebound strongly tomorrow & the large discounts will close very quickly.
Even at $1 LYC is still cheap sub 90c & its a bargin!
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