* Matamec Expl. Heavy REO (hREO) in Kanada *

de.advfn.com/p.php

 

Hey Golden, hast ein paar schöne Fundstücke zusammengetragen. Sehr informativ. So wie es aussieht, verleiht die chinesische Haltung bzgl. REE auch MATAMEC einen gewissen Vorschuss. Ich hoffe, dass Flügel wachsen ;-)  

hatte mat auch schon für dieses jahr abgeschrieben. bin auch nur klein drin. trotzdem macht das teil die letzten tage spass, kommt einfach bewegung rein. mein gefühl sagt mir, hier knallts noch so richtig...

noch mal was von brillo2:

I know this is a day short , 399,500 shares and .015 cents ago... but was just reviewing and wonder how many people releaize what one of the world's leading REE expert's is saying about our stock... (and for the FLX shareholders is it possible the same exists on the other side of the  boundary claim line?????)

I interpet it as MAT has it all....  the ore body(HREE,44 million tonnes), which is economically seperable, good infastructure, close to surface(cheap open pit mining) and located in the world's friendliest mining area ...Quebec...

...and then today's news that the have already been talking to end users!!! seems to me we're a step ahead of a lot of other REE companies!!!!

i'm very happy to be a shareholder in both Kipawa area REE companies(MAT & FLX)

Excert from Tony Mariano's interview....


http://www.raremetalblog.com/2010/08/media-tony-mariano-the-special-science-of-rare-earths.html


TGR: Let's move on to some of the other deposits you'd like to talk about.

TM: I started the mineral exploration in Kipawa, Quebec, for Molycorp in the mid-1980s. Kipawa is enriched with the mineral eudialyte, which means "well decomposable" in Greek. I was able to establish that eudialyte contained yttrium and HREEs in anomalous amounts.

A number of years ago Matamec Explorations Inc. (TSX.V:MAT), a Canadian company from Québec, acquired the mineral rights on Kipawa. I've been basically working with Matamec and they are beginning to get some very interesting results.

TGR: What are you finding?

TM: First of all, it's going to be very easy to make a eudialyte physical concentrate in Kipawa. In fact, the way I see it, it's going to be easier to do this than in any other eudialyte deposit that I've worked on thus far. They are working on establishing that they indeed can process the eudialyte concentrate chemically to remove all of the lanthanides and yttrium and be able to bring them into the market. And do it at a cost that's competitive.

TGR: So the ease of creating that eudialyte concentrate translates into a lower cost of production?

TM: Yes. But there are a lot of other additional costs. Using common sense, if a deposit is in a certain type of geologic occurrence where the rocks are very difficult to crush and separate, it's going to be much more costly. And if a deposit is in a remote place it's going to cost a lot more to mine and you need to get power, too. You need to get reagents. You need qualified people to do the mining. Also, speaking of other complications, the Parajito is currently owned by First Nations groups who have not allowed requests for access to the land and have yet to partner with a public company, so investment there is not possible at this time.
 

 

MONTREAL, QUEBEC -- (Marketwire) -- 08/04/10 -- Matamec Explorations Inc. ("Matamec" or the "Company") (TSX VENTURE: MAT) is pleased to announce that it has completed in mid-July a trip to Asia as part of a mission organized by Investissement Quebec and the Ministere des Ressources Naturelles et de la Faune (MRNF). The goal of the mission was to establish contact with mining and end-user companies from China, Japan and South Korea. Meetings with the Canadian embassies in each country were also part of the mission in order to familiarize the federal trade commissioners of each country with Matamec's activities. Also, Matamec met with the General Delegations of Quebec in Tokyo, and the Quebec Offices in Beijing and Seoul.

Matamec met with representatives from companies and organizations from the surrounding areas of Chengdu and Beijing in China, Tokyo in Japan and Seoul in South Korea. It is general knowledge that manufacturers that use rare earths-yttrium and zirconium are predominantly located in Asia; consequently Matamec especially benefitted from being introduced to these end-user companies.

Andre Gauthier, president of Matamec explains that "it is very important for Matamec, whose goal it is to exploit a rare earths-yttrium and zirconium deposit, to build relationships with end-user companies. Our trip to Asia was successful in achieving this, and so as a result we are increasingly confident about the Kipawa deposit."

About Matamec

Matamec explores for significant gold deposits in the Timmins mining camp in Ontario of which the Matheson JV property with Goldcorp Canada Ltd. and Goldcorp Inc. is the main target. In Quebec, the Company explores for precious and base metals on its Sakami, Valmont and Vulcain properties. As well, Matamec is exploring for gold together with Northern Superior Resources Inc. on its Lesperance/Wachigabau property.

Also, in Temiscamingue (Quebec) the Zeus property is explored for heavy rare earths, yttrium and zirconium, particularly on the Kipawa deposit. The Tansim property is explored for rare metals such as lithium, tantalum and niobium.

"Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release."

Contacts:
Matamec Explorations inc.
Andre Gauthier
President
514-844-5252
info@matamec.com
www.matamec.com  

Matamec Successfully Recovered REE-Y-Zr Values from Eudialyte Concentrates From the Kipawa Deposit
MONTREAL, QUEBEC -- (Marketwire) -- 08/09/10 -- Matamec Explorations Inc. ("Matamec" or the "Company") (TSX VENTURE: MAT) is pleased to announce that the Matamec research doing metallurgical testwork has successfully recovered rare earth, yttrium and zirconium values from eudialyte concentrates originating at its Zeus property. This is a significant result because REE-Y-Zr were considered very difficult to recover from eudialyte due to the formation of a silica gel in the leaching step during processing. The new process developed for the Kipawa eudialyte concentrate greatly reduces the consequences of forming silica gel. Andre Gauthier, president of Matamec, would like to "congratulate the Matamec research team for this technological breakthrough."

The concentrates, used in the testwork, were made of rock originating from the specimen pit at the Kipawa deposit. The processing of these concentrates, conducted at SGS Lakefield Research in Lakefield, Ontario, resulted in a recovery rate of 67.7% of the zirconium and an average of 61.1% of the rare earth and yttrium values contained in the samples. These results come from the first 3 tests that were not yet optimized.

The ore treatment was done according to a proprietary process developed on behalf of Matamec to treat eudialyte minerals. Future work will apply similar technology to the production and leaching of a concentrate from the main zone of the Kipawa deposit, named Eudialyte zone.

Les Heymann (P.Eng), Anthony Mariano (PhD geologist) and Aline Leclerc, geologist (OGQ) and Matamec's Vice-President Exploration, are Matamec's Qualified Persons for this press release write up.

About Matamec

Matamec explores for significant gold deposits in the Timmins mining camp in Ontario of which the Matheson JV property with Goldcorp Canada Ltd. and Goldcorp Inc. is the main target. In Quebec, the Company explores for precious and base metals on its Sakami, Valmont and Vulcain properties. As well, Matamec is exploring for gold together with Northern Superior Resources Inc. on its Leperance/Wachigabau property.

Concurrently with the above mentioned exploration programs, Matamec's Quebec Tansim property is also being explored for rare metals such as lithium, tantalum and niobium.

"Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release."

Contacts:
Matamec Explorations inc.
Andre Gauthier
President
514-844-5252
info@matamec.com
www.matamec.com  

China Cuts Rare Earth Export Quota 72%, May Spark Trade Dispute With U.S.


China, the world’s largest rare- earths producer, cut export quotas for the minerals needed to make hybrid cars and televisions by 72 percent for the second half, raising the possibility of a trade dispute with the U.S.


Shipments will be capped at 7,976 metric tons, down from 28,417 tons for the same period a year ago, according to data from the Ministry of Commerce yesterday.


Rising production of hybrid cars and music players such as Toyota Motor Corp.’s Prius and Apple Inc.’s iPod have driven up demand for rare earths even as China cut the quotas to shore up prices and ensure domestic supplies. The U.S. is looking at building a trade case on the restrictions, industry representatives said last month.


“The rare earths industry officials have realized that, after many years of continued growth in exports, the industry didn’t receive due profit returns,” Liu Aisheng, director of the Chinese Society of Rare Earth, said in an interview by phone from Beijing. “They adjusted the policy to ensure that the resources are optimally utilized.”


Shares of Lynas Corp., building a rare earth mine in Australia, rose 8.8 percent to close at 59.5 Australian cents in Sydney. Inner Mongolia Baotou Steel Rare-Earth Hi-Tech Co., the biggest Chinese producer, rose 1.4 percent to close at 36.69 yuan on the Shanghai stock exchange.


Baotou Steel, Baotou Huamei RE Products Co. Ltd. and Sinosteel Corp. are among the 32 local and foreign companies that are permitted by the government to export in the second half, according to the Ministry of Commerce statement.


Lynas Opportunity

“The tightening of supply regulations provides additional opportunities for Lynas to meet the supply deficit out of China,” Executive Chairman Nicholas Curtis said today in a statement filed to the Australian Stock Exchange. Sydney-based Lynas is building a rare earth mine at Mount Weld in Australia.


The total Chinese export quota for 2010 is 30,258 tons, 40 percent less than the 50,145 tons for 2009, Lynas said in the statement.


Rare earths are a group of chemically similar metallic elements, including lanthanum, cerium, neodymium and europium. They are used in radar, high-powered magnets, mini hard-drives in laptop computers, catalytic converters for vehicles, electric-car batteries and wind turbines. China, which accounts for more than 90 percent of the global production, started cutting output and exports in 2006 as prices fell.


“Reduced supply from China will trigger other rare earth producers to boost production to fill the gap,” said Liu of the Chinese rare earth society. Still, the policy will force some privately owned Chinese producers to shut down as they are not authorized exporters, he added.

Trade Tensions

The U.S. has asked business groups and unions to provide evidence that China is hoarding rare earths for a case that may be filed at the World Trade Organization, according to industry representatives who asked not to be identified.


A rare-earth mine in the U.S., in Mountain Pass, California, shut down most operations in 2002. Molycorp Inc., which owns the mine, plans to reopen it this year.


China needs to restrict exports and production because domestic supplies won’t be enough to meet its own needs, the Ministry of Industry and Information Technology said in September.  

Matamec Discovers Boulders Containing Up to 86% HeavyREO+ Y2O3/TREO and 6.96% Niobium

MONTREAL, QUEBEC, Aug 19, 2010 (MARKETWIRE via COMTEX News Network) --
MatamecExplorations Inc. ("Matamec" or the "Company")(TSX VENTURE: MAT) ispleased to announce that it has discovered a train of boulders aroundand upslope from the bedrock Surprise showing, located on the Zeusproperty. From this train, six samples were collected for analysis.These samples are characterized by a strong enrichment in rare earths,yttrium, niobium and tantalum as presented in the following table:

--------------------------------------------------
Analytical Results for Six Boulders(ii) from the Surprise Showing-Zeus
Property
--------------------------------------------------
Element Oxides Sample Number and Analytical Results in %
------------------------------------------
RA-3 RA-5 RA-9 RA-11 RA-12 RA-14
--------------------------------------------------
La2O3 Lanthanum Oxide 0.036 1.278 0.260 0.072 0.019 0.869
--------------------------------------------------
Ce2O3 Cerium Oxide 0.086 2.695 0.600 0.233 0.098 1.834
--------------------------------------------------
Pr2O3 Praseodymium Oxide 0.011 0.308 0.080 0.036 0.012 0.219
--------------------------------------------------
Nd2O3 Neodymium Oxide 0.045 1.184 0.296 0.193 0.064 0.815
--------------------------------------------------
LREO(i) Light rare earths 0.179 5.465 1.237 0.532 0.193 3.737
--------------------------------------------------
Sm2O3 Samarium Oxide 0.020 0.104 0.097 0.109 0.044 0.215
--------------------------------------------------
Eu2O3 Europium Oxide 0.004 0.047 0.017 0.022 0.009 0.037
--------------------------------------------------
Gd2O3 Gadolinium Oxide 0.032 0.347 0.138 0.179 0.070 0.296
--------------------------------------------------
MREO(i) Medium rare earths 0.056 0.498 0.251 0.310 0.122 0.549
--------------------------------------------------
Tb2O3 Terbium Oxide 0.009 0.062 0.036 0.048 0.022 0.071
--------------------------------------------------
Dy2O3 greater
than
Dysprosium Oxide 0.074 0.468 0.328 0.504 0.220 0.574
--------------------------------------------------
Ho2O3 Holmium Oxide 0.021 0.108 0.092 0.137 0.061 0.173
--------------------------------------------------
Er2O3 greater
than
Erbium Oxide 0.071 0.328 0.328 0.477 0.218 0.572
--------------------------------------------------
Tm2O3 Thulium Oxide 0.012 0.039 0.050 0.062 0.032 0.084
--------------------------------------------------
Yb2O3 Ytterbium Oxide 0.070 0.215 0.292 0.378 0.194 0.545
--------------------------------------------------
Lu2O3 Lutetium Oxide 0.008 0.023 0.035 0.041 0.022 0.065
--------------------------------------------------
HREO(i) greater
than
Heavy rare earths 0.266 1.243 1.160 1.646 0.769 2.084
--------------------------------------------------
Y2O3 Yttrium Oxide 0.531 3.518 2.305 2.692 1.160 4.280
--------------------------------------------------
HREO + Y2O3 greater
than
0.797 4.761 3.465 4.338 1.929 6.364
--------------------------------------------------
% HREO greater
+Y2O3/TREO 77 44 70 84 86than 60
--------------------------------------------------
TREO(i) greater
than
Total rare earths 1.031 10.724 4.953 5.181 2.244 10.649
--------------------------------------------------
ZrO2 Zirconium Oxide 0.921 0.111 0.689 1.857 2.209 0.729
--------------------------------------------------
Nb2O5 Niobium Oxide 0.737 0.062 3.905 4.707 3.677 6.967
--------------------------------------------------
Ta2O5 Tantalum Oxide 0.023 0.005 0.090 0.063 0.060 0.145
--------------------------------------------------
(i) LREO: light rare earths oxides (or Ceric) = La2O3 to Nd2O3 MREO :
Medium rare earths oxides = Sm2O3 to Gd2O3 HREO: Heavy rare earths oxides
(or Yttric) = Tb2O3 to Lu2O3 TREO: Total rare earths oxides = LREO + MREO
+ HREO + Y2O3
--------------------------------------------------
N.B.: Sub-divisions used by Roskill Information Services Ltd. and
Industrial Minerals Company of Australia Pty Ltd.
--------------------------------------------------
"greater than " This symbol shown in the above table means that the
results are overlimit. We are currently awaiting these new analyses.
--------------------------------------------------
(ii)An assay from a selected boulder could not represent the average grade
of its source.
--------------------------------------------------


Theseare preliminary results from the spring-summer field exploration workdone on Matamec's Zeus property May to July 2010. This 2010 work wascarried out on the Kipawa deposit and its surroundings, mostly on theFalaises, Surprise and TH showings (discovered in 2008), as well asother areas of the property which cover much of the Kipawa AlkalicComplex.

Once all results of the samples submitted for analysisare received in full, they will be reviewed by Anthony Mariano, PhD. Hewill identify the mineral species containing the rare earths, yttrium,zirconium, niobium and tantalum values, using various methods at hisdisposal.

Niobium is presently being mined at three places in theworld, two in Brazil and one in Canada. The Canadian producer is theNiobec Mine owned by IAMGOLD Corporation, located in the Saguenay regionof Quebec. The mine presently (December 31, 2009) produces from orewhich averages 0.56% Nb2O5. IAMGOLD states that it is "comfortable" withthe February 27th 2010 price of niobium, in the mid-$30's per kilogram.

Andre Gauthier, president of Matamec, underlines that "thediscovery of these boulders means that it is probable to find high grademineralization greatly enriched in heavy rare earths and niobium in thearea of the Kipawa Alkalic Complex".

Alex Knox, geologist (P.Geol). and Aline Leclerc. geologist (OGQ) and Vice-President Explorationof Matamec, are qualified persons for the Zeus Project. As qualifiedpersons, they have supervised the preparation of the scientific andtechnical information for the Zeus property and verified the data inthis press release.

About Matamec

Matamec explores forsignificant gold deposits in the Timmins mining camp in Ontario of whichthe Matheson JV property with Goldcorp Canada Ltd. and Goldcorp Inc. isthe main target. In Quebec. the Company explores for precious and basemetals on its Sakami, Valmont and Vulcain properties. As well, Matamecis exploring for gold together with Northern Superior Resources Inc. onits Leperance/Wachigabau property.

Concurrently with the abovementioned exploration programs, Matamec's Quebec Tansim property is alsobeing explored for rare metals such as lithium, tantalum and niobium.

"NeitherTSX Venture Exchange nor its Regulation Services Provider (as that termis defined in the policies of the TSX Venture Exchange) acceptsresponsibility for the adequacy or accuracy of this release."

Contacts: Andre Gauthier President 514-844-5252 514-844-0550 (FAX) info@matamec.com www.matamec.com

SOURCE: Matamec Explorations inc.

mailto:info@matamec.com http://www.matamec.com

Copyright 2010 Marketwire, Inc., All rights reserved  

Führe uns zum Schotter, Matamec!  

www.finanznachrichten.de/nachrichten-2010-08/...prise-showing-256.htm

 

 

hoffen wir mal, das der schub ein wenig nachhaltigkeit mit sich bringt. in den letzten wochen verpuffen gute news im rohstoffsektor ja geradezu.  

weiter zu

27.08.2010 | 16:01 Uhr | Rohstoff-Welt.de:

Seit Januar sind die Preise für Seltene Erden um 22% bis 750% gestiegen. Die größten Anstiege waren im Juli zu verzeichnen, nachdem Hauptförderer und Exporteur China verlauten ließ, dass man die Exporte weiter einschränken wolle. Hinzu kommt eine stetig steigende Nachfrage nach den Seltenen Erden, Metallen aus der Lanthanidengruppe, Lithium oder Wolfram. Diese liegt in den immer neuen Verwendungsmöglichkeiten in der Industrie begründet - Batterien und Akkus, erneuerbare Energien, Elektromagnete und viele weitere Bereiche in der medizinischen und der Verteidigungsindustrie.

Diese Metalle werden derzeit noch zu 95% in China produziert, auch wenn seit ein paar Jahren Australien und Kanada verstärkt Projekte entwickeln und Chinas dominierende Position mittelfristig angreifen werden. Dass das Reich der Mitte die Exporte im Jahr 2010 um 40% im Vergleich zu 2009 reduziert, ist keine neue Entwicklung; seit einigen Jahren schon fährt man die Exporte Seltener Erden aus Fernost zurück. Die daraus resultierenden steigenden Preise sind ein Indiz dafür, dass der oft unbeachtete Markt der Seltenen Erden ein für Anleger wieder sehr interessant werden könnte.  

Matamec Identifies 2 Large Rare-Earths and Niobium Soil Anomalies in the Surprise Showing Area

Text: MONTREAL, QUEBEC--(Marketwire - Sept. 2, 2010) - Matamec Explorations Inc. ("Matamec" or the "Company") (TSX VENTURE:MAT) is pleased to announce that it has identified 2 large rare-earth and niobium anomalies during its soil sampling campaign in the Surprise showing area. The Surprise showing is located in the eastern portion of its rare-earths-yttrium-zirconium Zeus property (see Figure 1: http://media3.marketwire.com/docs/MAT_FIG1_ENG_0902.pdf).

The first soil anomaly, "Surprise A" on Figure 2 (http://media3.marketwire.com/docs/MAT_FIG2_ENG_0902.pdf), is roughly 1.2 km long by more than 200m wide (0.4 km2) and includes the Surprise showing mid-length (yellow star on Figure 2). The Surprise showing was recently stripped and channel sampled, with a best interval of 2m @ 5.3% TREO, 67% of HeavyREO + Y2O3/TREO, 3.6% ZrO2 and 3.9% Nb2O5 (see August 26th press release). The Surprise Nord showing (the other yellow star on figure 2), though smaller, also has its associated soil anomaly. Note, though, that the northern and southern part of the Surprise A anomaly are considered to be only partially explained by the presence of these two showings, which implies the presence of other rare-earth and niobium mineralization in the immediate area.

The second of the large soil anomalies, "Surprise B" on Figure 2, is roughly 1.4 km long by more than 200m wide (0.5 km2). It is located 1 km east of the first anomaly and is of similar intensity (about 4 times background). This sector has not been intensely explored and the presence of a rare-earths-niobium anomaly therefore opens up the possibility of new showings being found in the sector.

Matamec plans to do further work on these anomalies during the course of autumn 2010. Detailed traverses, possibly followed by mechanical trenching, will seek to follow existing mineralizations present at the Surprise and Surprise Nord showings, as well as to discover new showings hidden below the two soil anomalies.

Andre Gauthier, President of Matamec, underlines that "soil sampling is one of the exploration methods that work well in the Kipawa Alkalic Complex. This type of survey gives us valuable information for the planning of future campaigns and they have proven their worth on the Kipawa deposit, the TH showing, and now in the Surprise area."

This is the third set of results released from Matamec's 2010 exploration campaign on its rare earths-yttrium-zirconium Zeus property, which covers much of the Kipawa Alkalic Complex. The 2010 campaign, which ran from May to July 2010, concentrated on the Surprise, TH and Falaises showings and ended with a 2000m drilling campaign on the Kipawa deposit. Once all results are received, hand samples of the showings will be examined by Anthony Mariano, PhD, who will identify the mineral species containing the rare earths, yttrium, zirconium, niobium and tantalum values.

CORRECTIONS TO THE AUGUST 26TH PRESS RELEASE: due to an error during conversion to oxides, Lanthanum (La) values should be ten times higher than those noted on Table 1. This also implies a small decrease in HeavyREO+Y2O3/TREO percentages, from 74 to 70% for the average of all samples and from 73 to 67% for the best interval. A corrected version of the press release is available on the company's web site.

Alex Knox, geologist (P. Geol), and Aline Leclerc, geologist (OGQ) and Vice-President Exploration of Matamec, are qualified persons for the Zeus Project. As qualified persons, they have supervised the preparation of the scientific and technical information for the Zeus property and verified the data in this press release.

Re-issuing stock options to a director

After the maturity dates of stock options expired August 16th, 2010, the Board of Directors took into consideration the fact that, in many past instances, Mr. Laval St-Gelais, director and officer, has had opportunities to sell their stock options and didn't for financing purposes. Based on this fact, the Board has agreed to grant 280,000 stock options at $0.185 each to Laval St-Gelais, for a period of five years as of the last Company Board meeting. These options, as well as the terms and conditions of their exercise, are governed by the Company's Stock Option Plan.


Beste Grüße
Bio

auf jeden Fall hat mal jemand sich ein paar gegönnt...  

gehen größere Blöcke über den Tisch, wer da wohl die ganze Zeit zugreift? Vielleicht der Anfang eines Hypes um die kleine Matamec..??  

China begrenzt Exporte von Seltenen Erden drastisch
von Nico Popp
Dienstag 07.09.2010, 15:17 Uhr Peking (BoerseGo.de) - China kürzt die Ausfuhr von Metallen der Seltenen Erden drastisch: Im zweiten Halbjahr sollen 72 Prozent weniger Seltene Erden exportiert werden, als bislang. Seltene Erden kommen insbesondere in elektronischen Geräten zum Einsatz und werden bislang verstärkt in China gefördert - bislang lieferte China 97 Prozent dieser  Rohstoffe. Experten wie der ehemalige Vorsitzende der Europäischen Handelskammer in Peking, Jörg Wuttke, erwartet nach der Ausfuhrbegrenzung Chinas "heftige Störungen" für die Lieferkette einiger Produkte.

Langfristig könnte das Exportlimit dazu führen, dass Seltene Erden wieder verstärkt in Regionen außerhalb Chinas gefördert werden, so Wuttke. Bislang gilt eine Förderung in den USA oder Australien als wenig rentabel. Ein Bericht des US-Rechnungshofs schlug bereits im Frühling dieses Jahres Alarm und warnte vor der starken Abhängigkeit von China: Um innerhalb der USA wieder in großem Stil Seltene Erden zu fördern, könnten bis zu 15 Jahre vergehen, so die Behörde.


http://www.godmode-trader.de/nachricht/...den-drastisch,a2291984.html  

 

du meinst folgenden Link: http://tmx.quotemedia.com/...le.php?newsid=33850283&qm_symbol=MAT  

scheinbar erwacht matamec so langsam aus dem dornröschenschlaf. in den letzten wochen hat sie sehr schön zugelegt, gefällt mir gut.  

nur fallende Kurse, wenn kein Umsatz stattfindet. Anscheinend will sie keiner zu solchen Spottpreisen hergeben. Gut so!!!  

wir bleiben dabei!  

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Alle Artikel des Autors
EMERGING-MARKETS-TRADER
Seltene Erden – die Preisexplosion geht weiter!

Seit die chinesische Regierung am 8. Juli die Exportquoten für Seltene Erden ...

... von 16.304 Tonnen im Vorjahr auf nur noch 6.208 Tonnen im zweiten Halbjahr von 2010 senkte, kennen die Preise für Seltene Erden auf den Weltmärkten kein Halten mehr.
Anzeige
Jetzt mit Produkten der Société Générale in Rohstoffe investieren.

So explodierten die Preise einzelner Metalle laut der Lynas Corp. in wenigen Wochen um 14% (Europium) bis 852% (Samarium).

Exportbeschränkungen Chinas

Der Grund für die Preisexplosion ist das Monopol Chinas in der Produktion der 17 Metalle der Gruppe „Seltene Erden“. So förderten zuletzt chinesische Seltenerd-Produzenten mehr als 95% des globalen Angebots und der Marktanteil Chinas liegt bei einzelnen Metallen sogar bei 99%. Da die meisten der Seltenerd-Verbraucher für die Produktion ihrer modernen Produkte (z.B. Smartphones, Energiesparlampen, Windkraftanlagen, Elektromotoren oder Flachbildschirme) nicht auf die auch als „Gewürzmetalle“ bekannten Elemente verzichten können erleben wir außerhalb Chinas nun folglich die für einen leergefegten Markt typischen Preisspitzen.
Anzeigen von Google
Sparen
Nichts ist so beständig wie Gold – Fachhändler seit über 35 Jahren!
www.Pacht-Kiel.de/Sparen

Wie problematisch die Situation ist zeigte erst vor wenigen Tagen ein Bericht der New York Times. Demnach habe China im Zuge der aktuellen diplomatischen Krise mit Japan alle Seltenerd-Ausfuhren nach Japan gestoppt. China beeilte sich zwar diesen Bericht zu dementieren, doch die Botschaft für japanische High-Tech-Firmen könnte nicht klarer sein: Es ist besser Seltene Erden Metalle zu horten als die Fließbänder (z.B. für den Toyota Prius) stilllegen zu müssen wenn sich der Konflikt mit China verschärft. Ähnlich denken wird man wohl in der Elektronikindustrie von Taiwan und Südkorea oder im amerikanischen Silicon Valley.

Engpässe in amerikanischer Rüstungsindustrie

Ironischerweise könnte ausgerechnet die US-amerikanische Rüstungsindustrie zu spät begonnen haben selten Erden zu horten. So sorgten jüngst Berichte über unmittelbar bevorstehende Engpässe bei Neodym und anderen Seltenen Erden für Aufregung in Washington. So erregten sich nicht wenige republikanischen Senatoren über den sicherheitspolitischen Skandal, dass die USA u.a. bei dem in Lenkwaffen, Marineschiffe und Flugzeugen verwendeten Metallen „ausschließlich“ auf chinesische Importe angewiesen sei. Ein Ende der Engpässe auf dem Markt für Seltene Erden ist in so einem panikgeladenen Umfeld wohl nicht in Sicht!

Mein Fazit: Es ist für mich selbstverständlich in einer solchen Marktlage für Sie nach besonderen Chancen zu suchen und den Markt zu beleuchten. Unsere Redaktion verglich daher schon Mitte August in einer Sonderausgabe des Emerging Markets Traders 11 Aktien aus der Seltenerd-Branche und wir benannten darin unsere Favoriten. Bisher liegen die 5 in der Studie zum Kauf empfohlenen Aktien durchschnittlich schon 26% im Plus!

Florian Schulz ist ausgewiesener Experte auf dem Gebiet der Emerging Markets und Chefredakteur des Emerging-Markets-Trader Börsenbriefs. Mehr Infos unter: www.emerging-markets-trader.de. Der obige Text spiegelt die Meinung des jeweiligen Kolumnisten wider. Die finanzen.net GmbH i.G. übernimmt für dessen Richtigkeit keine Verantwortung und schließt jegliche Regressansprüche aus.  

http://www.matamec.com/UploadImages/...12436-Mat-Falaises-English.pdf  

Matamec discovers 3 new TREO showings in the Falaises area    

Montreal,  October  5th , 2010  -  Matamec Explorations Inc.  ("Matamec" or the  “Company”  - TSX-V: MAT)  is pleased to announce  that continued exploration in the  Falaises area of its Zeus property has led to the discovery of three new showings: Falaises  A1, Medium Falaises and Coin (best value of 2.35% TREO and 9.7% ZrO2). In addition,  highly mineralized boulders have been discovered around the close-by Couleuvre  showing with a best value of 34.5% TREO.    

PRESS RELEASE HIGHLIGHTS:

• Three new TREO showings discovered in the Falaises area : Falaises A1, Medium  Falaises and Coin with best values of 2.35% TREO and 9.7% ZrO2;
• These new showings are considered open laterally and at depth;
• Four boulders lithologically similar to the Couleuvre showing were  discovered,  with an average grade of 15.8% TREO.

 

das sieht doch richtig gut aus. Bin gespannt was die in Kanada daraus machen.  

:)