Molycorp: Vervielfachung oder Rohrkrepierer
Jack Lifton debunks the Lynas and Molycorp rare earth leader myth
Molycorp’s new owners were financial managers with one exception, Traxys, which is a large resources trading company. I believe that they, the new owners of Molycorp, chose to promote the story that military demand for the rare earths was critical, large, and growing.
The fact is that today the world supply of the light rare earths that are the only products of the mining operations of both Molycorp and Lynas is in surplus.
In fact though it has become obvious that the future geography of the global rare earth supply chain will depend on deposits that can produce mid-range (SEGs) and heavy rare earths (HREEs).
I am going to predict that those non-Chinese deposits being developed to produce the most SEGs and HREEs, as a percentage of their total production, have the best chance of also becoming profitable producers of LREEs.
Almost all of the HREE developments can or would produce some LREEs. The critical nature of the HREEs, even in the Chinese domestic markets, makes it likely that SEG/HREE producers will also be able to sell their LREEs to their customers using the time-honored Chinese developed sales method of “if you want dysprosium you must also take neodymium. If you want a better deal or an assured supply then you must take lanthanum as well.”
Molycorp’s original business model took no account of HREEs; this flaw has dogged the company all along. Acquiring (or as seems more and more likely being acquired by) Neo materials gave Molycorp some Chinese HREE processing capability but no HREE new material sourcing capability whatsoever. For whatever reason this flaw has not, even now, been fixed although it could have been easily fixed many times. It is probably now too late, financially, for such a fix to rally the market.
http://investorintel.com/rare-earth-intel/...-rare-earth-leader-myth/
It is too late for such a fix, is it??
http://diepresse.com/home/wirtschaft/...Pekings-uberschaetzter-Schatz
Wann kommt die nächste Null dazu wenn es weiter so geht anscheinend dieses Jahr noch !
http://www.finanzen.net/nachricht/rohstoffe/...mehr-so-selten-4117979
Allein 82% von den Schrott metallen cer und lanthan
Mit der Aktie konnte man als Shorter richtig Schotter machen.
Ab und zu wird die tote Katze noch mal hüpfen, aber grundsätzlich werden hier wahrscheinlich bald die Lichter ausgehen. :(
Das sie dieses Quartal auch nur 100 Mio miese gemacht haben?
Ich glaube nicht nicht bei der Zusammenstellung!
Da wird wohl bei den nächsten q-Zahlen 120-150 Mio Verlust machen !
Ne ke die vielleicht nicht ganz durch gehen würde?
Was ist dann mit den altaktionären?
Um an 100 Mio$ zu kommen müssten die momentan die aktienanzahl fast verdoppeln
Nur um vielleicht 1quartal länger zu überleben macht dann noch 0.23$pro Aktiewird man dann nur ein Quartal weiter kommen steht die nächste ke an oder man schmeißt gleich 500mio Aktien auf den Markt macht dann 0,15$ pro Aktie noch aus!
Und es glauben immer noch welche die denke hier kann man was reißen das ist nen dass ohne Boden hier!