Stans Energy heavy rare earth Prod. 2012
Der "Gesamtmarkt" will ja auch noch mitreden. Zwar gab es heute schön grüne Vorzeichen, doch wäre ich überrascht, wenn der Anstieg ruckfrei noch oben ginge. Noch ist weder der EFSF durch (ja die kleine mächtige Slowakei, man schaut auf sie), noch ist klar, ob nun die Griechen auf einen Schuldenschnitt hoffen dürfen. Was dann los ist, weiß hier keiner abzuschätzen. Gerade die Kanadier beobachten diesen Themenpottpourri mit Sorge. Das zeigt sich im Handel an der TSX, noch haben wir nicht die fetten Stückzahlen, wie sie aus der ersten Anstiegsserie bekannt sind. Das zeigt mir die vorhandene Vorsicht. Klar, auch die Newslage seitens Stans ist noch offen.
Kurz: Ich freue mich über das kräftige "Up", Rücksetzer wird es geben, die sollte man nutzen, allerdings stimmt die Großrichtung. Die passenden News werden meiner Ansicht nach kommen. Gruß, M.
Stans Energy Corp. (HREEF.PK)
Stans has a past producing mine in Kyrgyzstan which used to supply the former Soviet Union with all of its REE needs. The composition of the deposit is roughly 50/50 HREE/LREE and the deposit was previously mined via open pit methods. The Kutessay II deposit represents an interesting play on the REEs for investors as Stans seeks to increase the production capacity of the mine and deliver a Prefeasibility study by Q4 of 2011.
The surrounding area which Stans controls around the Kutessay II deposit should prove to hold further REE reserves as the Soviets never needed to further test and develop these areas because of the 80 year supply of REEs they had from the operating mine. We do know at this time that there is a Beryllium deposit next to the past producing REE mine, and that Stans will publish a JORC soon. Based off of what the Soviets found years ago, we would not be surprised if Stans were to find base metals and/or gold and silver associated with any new REE discoveries.
Investors should also watch to see if Stans adds one of the monster HREE deposits in Russia to its portfolio via its joint venture with its Russian partners, which could provide a boost to shares.
http://seekingalpha.com/article/...ies-offer-more-upside?source=yahoo
(Thanks to "rogersmeagan", stockhouse)
Das einzige um was ich mir dann Sorgen mache ist, das ich einfach zu wenig Stans Shares habe......
;)
LG
Marc
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Dies wiederum passt ganz gut ins Zeitgefüge. Die Wahlen müssen unter Dach und Fach und die demokratische Nachfolge gesichert sein. Meiner Meinung nach geben sich bis dahin noch Gelegenheiten, die Mut zum Aktienkauf erfordern. Mut, weil ich eher davon ausgehe, dass das Marktumfeld abermals kräftig schaukeln wird. Hab heute den sog. Fahrplan für die Eurokrise in die Hand bekommen, wenn wir nur mal ohne Stolpern hier durchkommen, dann haben wir viel geschafft.
http://images.finanzen.net/mediacenter/unsortiert/es4111_023.pdf
Einfach mal abwarten. Mein Geldbeutel sagt mehr als 0,50 zahl ich nichtmehr, hab ja auch eich genug. Oder nicht? Doch! Nein? Weiß nicht. Vielleicht? egal...
XD
:D
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Scenario study on rare earths: Availability and price developments will be the critical success factors for many high-tech companies.
Prices for rare earths have skyrocketed: worldwide market volumes in 2011 have grown to an estimated EUR 27 billion Price developments are hurting profitability or are even threatening the existence of some high-tech companies, especially in the automotive and renewable energy sectors China maintains a monopoly in extracting and processing rare earths Companies must develop the right strategies to ensure their supplies.
Due to skyrocketing prices, worldwide market volumes for the 17 elements known as "rare earths" are expected to rise to EUR 27 billion in 2011. Just three years ago, global market volumes for these metals amounted to only EUR 2.4 billion. Besides greater industry demand, the reason for exploding prices is primarily due to China's monopoly position as the global supplier. High-tech businesses, especially in the automotive or renewable energy sectors, are being hit particularly hard by these developments. Many companies have realized what's going on and are giving this issue top management attention. These are the findings of a study by Roland Berger Strategy Consultants entitled "The Rare Earth Challenge."
"The availability of rare earths at competitive prices is currently playing a key role in production at many technology companies," explains Thomas Rinn, Partner at Roland Berger. "It's no surprise that top management is now focusing on the topic of rare earths. Many companies are facing the challenge of dealing with a resource that is in increasingly short supply and becoming more expensive."
...
http://www.pressreleasepoint.com/...-be-critical-success-factors-many
Global rare earths resources and scenarios of future rare earth industry - Document Transcript
JOURNAL OF RARE EARTHS, Vol. 29, No. 1, Jan. 2011, p. 1
Global rare earth resources and scenarios of future rare earth industry
CHEN Zhanheng (陈占恒) (Academic Department, The Chinese Society of Rare Earths, Beijing 100081, China) Received 24 December 2010; revised 17 January 2011
Abstract: It is known to all that China is abundant in rare earth resources. But rare earth deposits are really not that rare in the earth crust. Inthe five continents, i.e. Asia, Europe, Australia, North and South America, and Africa, there are about thirty four countries found to have rareearth deposits; Brazil might surpass China and rank the first in rare earth deposits.
At present, investment in rare earth production was surged,there have been about 200 projects, and the total production for 25 of them would be more than 170 thousand tons after 2015, a multi-supplysystem on rare earths is being established worldwide. Cautions on the investment of rare earth production are involved.
http://www.slideshare.net/holythornbird/...future-rare-earth-industry
Kerimov, Uralkali Owners Study Sale of Russia Rare-Earth Company
...
Solikamsk is among only six companies that currently produce rare-earth metals outside China, Ernst & Young LLP said in an April report.
http://www.bloomberg.com/news/2011-09-27/...a-rare-earth-company.html
Aus Wikipedia:
Erstmals erwähnt wurde Solikamsk im Jahre 1430 und im Zusammenhang mit der Entdeckung der riesigen Salzvorkommen zunächst als Usolje-na-Kamskom benannt.
http://de.wikipedia.org/wiki/Solikamsk
Report: China cuts off REE supplies for a month
Extraordinary news out of China:
Rare earth production is to be interrupted to put a floor under prices.
It seems that, contrary to all indications by previous official announcements, China’s rare earth sector is still far from orderly. Now we have an announcement made through the Shanghai Stock Exchange that indicates that Beijing has been unable to rein in illegal production and smuggling of REE, and that the government is again interfering in the market.
This news will send a shock wave through the industries that depend on rare earths - and underline the imperative for production of REE from other sources.
Reuters reports that China's Baotou Steel Rare-Earth Hi-Tech is to suspend for a month all smelting and separation operations. The country’s largest REE producer is making the move to support prices which are now under pressure. The Wall Street Journal adds that prices of some rare earth oxides have fallen sharply in recent months. Chinese prices of neodymium oxide have fallen 35 per cent since June; praseodymium oxide has shed 17 per cent and lanthanum oxide 2 per cent in the period,
Reuters says this is not the company’s first attempt to underpin prices: last month Baotou bought an unknown amount of praseodymium and neodymium oxides at above market prices. Back on September 23, Reuters reported that China's prices for neodymium and praseodymium edged up after Baotou said it will build up stocks and would buy the oxides at up to 900,000 yuan ($US140,896) per tonne.
...
http://www.raremetalblog.com/2011/10/...ree-supplies-for-a-month.html
Stans Energy Corp (TSX-V: HRE)(Pink Sheets: HREEF)('Stans' or 'The Company') is pleased to announce the following update on the progress of: refurbishment at the company's Kashka Rare Earth Plant (KRP); formalization of the Company's relationship with VNIIHT (Leading Research Institute of Chemical Technology); exploration activities at the Aktyuz Ore Field, and overall development of the Kutessay II and Kalesay projects.
Selected Highlights of Stans Energy's progress:
Key Personnel Updates
Kashka Rare Earth Plant improvements
Framework agreement with VNIIHT
Aktyuz Ore Filed Exploration Updates
Status of Strategic Partnership Discussions
Kalesay Beryllium Deposit
Boris Aryev, Stans' Chief Operating Officer, comments: "These recent announcements demonstrate the expertise that Stans is employing towards resuming near term production at the Aktyuz Ore Field, specifically at Kutessay II. Through our exploration program and technical partnership with VNIIHT, Stans is rapidly acquiring key assets and expertise to capitalize on the current elevated market pricing trends we see with Rare Earths. After completion of our feasibility studies, we will have a solid blueprint to realize long term value for all of our shareholders."
Stans Energy Key Personnel Update
Stans is pleased to announce the appointment of Mr. Victor S. Kashtanov as the Director General of KRP. Mr. Kashtanov has invaluable experience with the technology of rare earth separation. Mr. Kashtanov recently served as the Senior Technologist of Kyrgyzaltan OJSC, and had 26 years of experience at the Company's Kyrgyz Mining and Metallurgical Complex. Mr. Kashtanov's roles ranged from equipment operator, foreman, and chief foreman, culminating in his role as Head of Plant #2 for Total Rare Earth Oxide (TREO) concentrate production, as well as the separation of light, medium and heavy REE concentrates. He was also responsible for production of high purity yttrium and luminophores.
Stans now has 54 employees in Kyrgyzstan including mining engineers, metallurgists, geologists, chemical technologists, and various maintenance and administrative personnel employed by its subsidiaries: Stans Energy KG, Kutessay Mining and Kashka Rare Earth Plant.
Kashka Rare Earth Plant (KRP) Improvements
Stans has recently hired Mr. Victor Kashtanov to lead the team of experts to restart production of Heavy Rare Earth Elements (HREEs) from outsourced concentrates at Plant #3 in 2012, and to assist our engineering team to design of a new Plant #1 (a thorium extraction facility) and a solvent extraction [SX] plant with a 1500 t.p.y. capacity. Stans is actively engaged in the selection of an existing facility and site to host the new SX plant. Going forward the plan is to have both the first module of Plant #1 and the 500 t.p.y. SX plant in operation by 2013.
Process Engineering - VNIIHT
Recently Stans finalized a framework agreement with VNIIHT that specifically outlines the short and long term joint program of activities.
The agreement is for a period of three years and may be automatically extended for subsequent years. The agreement outlines the implementation of joint activities such as:
- Creation and advancement of joint science-intensive and high technology projects
- Providing experts for conducting technological and economic examination of projects, conducting market research necessary for the commercialization of research and technology developments
- Processing of various types of ore and extraction of REE and possible by-products
- Environmental Protection
- Processing technogenic waste
- Providing support in realization of joint programs in the area of education
- Development of innovative entrepreneurship based on technologies developed by the joint program
Exploration Update
As announced on August 23rd, Stans commenced further exploratory diamond drilling at the Kutessay II deposit and at the former Aktyuz mine. As of October 15th, Stans has completed 3 of 4 planned drill holes (DH) at the Kutessay II deposit to test the depth potential of known mineralization. The fourth hole will be completed by November 15th. The assay of the core and the full report of results will be published by the end of December.
A second diamond drill will be put into operation this week to start drilling two drill holes totaling 1100m at the former Aktyuz Mine to explore lower horizons with known historical rare earth mineralization. Further exploratory drilling of an additional 400m will be undertaken to explore other untested anomalies in the Aktyuz Ore Field. The two drilling programs will be completed by December 15th and a report will be ready by the end of January 2012.
Strategic Partnership Discussions Initiated
Throughout 2010 and 2011, various Fortune 500 companies and governmental agencies that have expressed interest in developing strategic partnerships in respect to its Kutessay II project in Kyrgyzstan have approached Stans. These firms have the ability to assist with financial, technical, marketing and other necessary prerequisites that would accelerate early production at Kutessay II.
Stans conducted site visits with the representatives of various potential strategic partners in April, July, August and October 2011, and is planning to host another site visit in early November. The company is working towards signing agreements with one or more of these strategic partners, and will be releasing information as it becomes available.
Kalesay
The underground resampling program for the Kalesay Beryllium deposit completed earlier this year returned results that were inconsistent and could not be used to confirm the historical Soviet data. The sampling was conducted on an area that was open to weathering; so the new sample program will be conducted in the un-weathered, central part of the deposit. Stans has decided to reopen the underground workings to resample the beryllium mineralization much deeper in the underground exploration drift closer to the core of the historic deposit. Stans has contracted Prospecting LLC to do this work and has submitted an application to the Kyrgyz government to reopen the underground workings for further sampling.
About VNIIHT
VNIIHT has developed technologies and technological schemes of individual REE production out of different types of raw materials that were implemented at plants in Russia, Kazakhstan, Ukraine and Estonia. REE extraction technologies developed at VNIIHT were utilized in the production cycle for over 20 hydrometallurgical plants. Over 2600 inventors' certificates and patents have been issued to VNIIHT. Of the 1000 employees at VNIIHT, over 100 are PhDs.
About Stans Energy
Stans Energy is a resource development company focused on progressing Heavy Rare Earth (HRE) properties in areas of the Former Soviet Union. In December 2009, Stans acquired a 20-year mining license for the past-producing Kutessay II rare earth mine from the Kyrgyz Republic. On May 26, 2011 Stans completed the purchase of the Kashka Rare Earth Plant (KRP) the same plant that historically refined REEs from the Kutessay-II open pit mine. The KRP was the only hard rock plant to produce all rare earth elements outside of China, producing 120 different metals, alloys, and oxides. For over 30 years, Kutessay II produced 80% of the rare earth metals for the former Soviet Union.
We seek safe harbour.
FORWARD LOOKING STATEMENTS: This document includes forward-looking statements as well as historical information. Forward-looking statements include, but are not limited to, use of proceeds from the Offering, the completion of the Offering, and the continued advancement of the company's general business development, research development and the company's development of mineral exploration projects. When used in this press release, the words "will", "shall", "anticipate", "believe", "estimate", "expect", "intent", "may", "project", "plan", "should" and similar expressions may identify forward-looking statements. Although Stans Energy Corp. believes that their expectations reflected in these forward looking statements are reasonable, such statements involve risks and uncertainties and no assurance can be given that actual results will be consistent with these forward-looking statement. Important factors that could cause actual results to differ from these forward-looking statements include the potential that fluctuations in the marketplace for the sale of minerals, the inability to implement corporate strategies, the ability to obtain financing and other risks disclosed in our filings made with Canadian Securities Regulators.
Stans has recently hired Mr. Victor Kashtanov to lead the team of experts to restart production of Heavy Rare Earth Elements (HREEs) from outsourced concentrates at Plant #3 in 2012 !!
(siehe News #562)
nochmal eine nachkaufchance, meiner meinung nach:
www.stockhouse.com/Bullboards/MessageDetail.aspx
http://www.stockhouse.com/Bullboards/MessageDetail.aspx?s=HRE&t=LIST&m=30305073&l=0&pd=2&r=0
LG
Bio
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stans_news_prod2012.png
China will invest billions of dollars in this lucrative venture! They will be unstoppable. India, Russia, Japan & the USA are now rushing to compete. Most nations will soon see no need for Carbon pricing!
http://www.vs2020.com/zero-carbon-electricity.html
(Thanks to garyzee, stockhouse)
Bald geht's ab.
Hat mir ein Regenwurm geflüstert.
Lg
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Wenn dem so ist, was wäre wenn ... ?
Ist nur so eine Idee, doch genauso könnte es sein, dass China seine REE-Produkte hortet um im geeigneten Moment durch eine Marktschwemme der Welt zu beweisen, dass all die vielen Milliarden an Investitionen für z. B. Verarbeitungsanlagen im Kampf gegen das REE-Monopol eigentlich Fehlinvestitionen darstellen. Die Finanzmärkte würden sofort reagieren (Beispiel 09.2011 / ... http://www.shareribs.com/rohstoffe/..._lynas_stuerzen_ab_id95916.html
Da ohnehin vor allem bei den leichten REE ab 2015 mit einem Überangebot gerechnet wird, käme womöglich China's hypothetischer Schritt einer solchen Marktbereinigung voraus und würde nicht nur den eigentlichen Marktgang von Unternehmen wie Molycorp, Lynas, GWG etc. massiv gefährden, sondern sämtliche Investments im REE-Sektor in Frage stellen.
Neben den Chinesen, deren Monopol fürs Erste noch gesichert wäre, blieben als Sieger sicherlich jene Unternehmen, die mit dem passenden REE-Warenkorb ausgestattet, von vornherein einen besonders kostenbewussten Weg eingeschlagen haben. Sollte es Stans tatsächlich schaffen auf Basis von Abnahmeverträgen noch in 2012 und somit vor (fast) allen anderen mit der avisierten Konzentratveredelung in die Produktion von hREO zu gehen, dann haben Mackay und Co. mit Sicherheit den Fuß in der Tür. Für mich ist das sekundär, ob es sich um von Stans erworbenes Konzentrat handelt oder diese Separation im Auftrag erfolgt, obwohl dies Auswirkungen auf den Cashflow hätte. Jedenfalls würden Unternehmen wie Stans, Molycorp und ??? zumindest für eine Teilbefreiung aus der chinesischen REE-Geisel zu sorgen.
Gruß, M.
Aus Popular Science, USA.
...
Analysts, according to the AP, think the plan will probably work; rare earths prices have been sliding downward lately, a trend China would certainly like to reverse, and it'll also give the country an opportunity to work on its locally-produced rare earths magnet industry, a much more profitable enterprise than simply selling raw materials. Of course, it's not going to do much to discourage, you know, every other country on the planet from trying to find an alternative to buying rare earths from China.
...
http://www.popsci.com/technology/article/2011-10/...ls-inflate-prices
Interessanter Kommentar dazu:
http://www.popsci.com/technology/article/2011-10/...es#comment-123096
Auch in Deutschland war man mit der Nutzung von Thorium als Alternativbrennstoff für Uran zu Gange. Die Belieferung mit entsprechendem Brennmaterial war schon damals ein Thema. Allerdings, wäre nicht Tschernobyl dazwischen gekommen, dann hätten wir womöglich ... naja hätten. Jedenfalls kam alles anders. Heute haben wir einen Atomausstieg in Deutschland, wir haben uns für eine energetische Neuausrichtung entschieden, doch der massive Energiehunger der übrigen Welt will gestillt sein. Gut möglich, dass diese Technologie "Made in China" wieder auftauchen wird. Dass Stans die Produktion von Thorium plant und gewisse Quellen auf einen entsprechenden Bedarf in Richtung China verweisen, das macht die Sache spannend und keineswegs unwahrscheinlicher.
Gruß, M.
Auszug aus der FAZ-online vom 31. März 2011
...
Warum baut niemand so etwas?
Laut dem Physiknobelpreisträger Carlo Rubbia könnte eine Tonne Thorium so viel Energie produzieren wie 200 Tonnen Uran. Man könnte die Welt damit theoretisch für Tausende von Jahren mit Energie versorgen. Thorium strahlt, aber es muss nicht angereichert werden, und es ist nicht waffenfähig. Es entsteht deutlich weniger radioaktiver Müll als in Urankraftwerken, und wenn man Thorium klug verfeuert, strahlt der Abfall für 500 Jahre – das ist lang, aber doch beileibe nicht so lang wie 20.000. Einige Wissenschaftler halten sogar Thorium-Reaktoren für denkbar, in denen man die Abfälle aus alten Kernkraftwerken verfeuern kann, und sogar das Plutonium aus Atomwaffen. Schönere Maschinen noch als den THTR 300.
...
http://www.faz.net/aktuell/wirtschaft/...e-der-maschinen-1609488.html
a) Die Rede ist von ca. 83.000 Tonnen, die aus einem Lager in Yekaterinburg im Ural stammen sollen. Die seit 1956 (!) in blechverkleideten Lagerhäusern untergebrachten Konzentrate sollen zu 54 % REE-Oxide enthalten. Damit lassen sich lanthanum carbonate and oxides, cerium, neodymium, praseodymium, samarium, terbium, dysprosium, europium, erbium, gadolinium gewinnen. http://www.stockhouse.com/Bullboards/...&r=0&s=HRE&t=LIST
b) Any ore that contains HRE is dangerous. Period. It contains Thorium.
The clean up processing used to be performed (poorly) in plant #1. This unit will never be i use. It uses an obsolete technology.
Till they get a replacement Plant #1, the company stil can use plant #3 to produce HRE but only if the ore has been prealably cleaned from the Thorium.
Lilo mentioned that, in Ural, the URSS has stored huge quantitys of ore readdy for the separating process. According to the easy common sense, such ore is has been prealably cleaned.
http://www.stockhouse.com/Bullboards/...&r=0&s=HRE&t=LIST
Kutessay ist erstmal vollkommen Wurst.
Das wichtigste war das Processing plant! Jetzt können sie die 83.000 Tonnen was frei von thorium ist ganz schnell in 2012 produzieren.
Genialer Schachzug des MM. Erst kaum kosten da schon abgebaut!!!
Riesen Cash Flow, danach mit dem Geld kitesay und Beryllium in produktion bringen, et Viola.
Hier wächst was großes, meiner Meining nach ist jetzt für mich Kaufzeit.
Wiedermal
Lg
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