Neo Material Technologies Inc.

http://www.finanzen.net/nachricht/rohstoffe/...lten-979742@inPageNr=1  

CHINA HAT SELTENE ERDEN.
DIE USA HAT LANGSAM GENUG.
SELTENENEWSLETTERSPECIAL

Hintergrund
Die Seltenen Erden sind eine Gruppe von 17 Metallen, darunter Lanthan, Europium und Neodym. Die größten Verbraucher Seltener Erden sind China, Japan und die USA mit ihren starken Technologiebranchen.

Verwendung
Was haben Handys, MP3-Player, Computer und viele Rüstungsgüter gemeinsam? Richtig, sie kommen nicht ohne die sogenannten Seltenen Erden aus, die fast ausschließlich in China abgebaut werden. Das Reich der Mitte kontrolliert rund 97 % der weltweiten Fördermenge und beschränkt die Ausfuhr mit Quoten und Zöllen.

Situation
Bisher sind die Rohstoffe relativ günstig angeboten worden, u. a. weil in China beim Abbau geringe Umweltstandards gelten. Doch die diesjährige Preissteigerung von durchschnittlich 171 % bei Seltenen Erden deutet an, wohin die Reise gehen könnte.
China gegen USA
Unter diesen Exportbeschränkungen leidet fast die ganze restliche Welt. Ein Land verliert langsam die Geduld und will sich das nicht länger gefallen lassen: die USA. Sie plant, die Welthandelsorganisation WTO einzuschalten. Die chinesische Regierung ist jedoch der Meinung, die Ausfuhrbeschränkungen stünden nicht im Widerspruch zu WTO-Regeln.

Maßnahmen
China will die Ausfuhrzölle auf Seltene Erden ab 1. Januar 2011 anheben. Mit erheblichen Folgen für den Rest der Welt. Zudem plant China die Preisverhandlungen und den Export von Seltenen Erden über eine eigens eingerichtete Rohstoffzentrale zu koordinieren. Ausserdem hat die chinesische Regierung eine Verknappung der Ausfuhrmengen beschlossen: das Land wird den Export in der ersten Hälfte 2011 von 16,305 auf 14,446 Tonnen reduzieren. Das sind real 34,8 Prozent (!) weniger als im gleichen Vorjahreszeitraum.

Konsequenzen
Sollte die USA die WTO ins Spiel bringen, würde sich der Handelsstreit der beiden Großmächte drastisch verschärfen. Unwahrscheinlich ist das absolut nicht: Schließlich steht die weltweite Versorgung von Unternehmen mit Hochtechnologie-Metallen auf dem Spiel. Welche Konsequenzen diese Verschärfung für bereits investierte Anleger hat, kann sich jeder selbst ausmalen.

Links
Ausführliche Informationen finden Sie unter:
• www.spiegel.de
• www.spiegel.de
• www.reuters.com
• www.finanznachrichten.de
__________________________________

EMURO  

http://www.emfis.de/global/global/nachrichten/...amp;cHash=5386509922  

I last posted on Neo Material Technologies Inc. (NEM-T8.58-0.03-0.35%) on Oct. 14, 2009 for Lalit. At that time the stock was trading at $3.91 and in less than a year and a half the stock has more than doubled. Love when that happens. The charts will provide a better view of the prospects for the stock.


.
The three-year chart illustrates the advance that began in July of 2010 as NEM moved off support at $3.50 to the close on Feb. 8, 2011 at $8.60. Nice when that happens. The one concern that I have with the chart is that there is a fairly wide gap between the price of the stock and the 200-day moving average, suggesting that in the short term NEM has moved a bit fast. The recent concerns about global supplies of rare earth metals and China warning it might cut back exports has lit the fire under this kettle.


.
The six-month chart depicts the advance that began in July of 2010 and has steadily continued. The uptrend line has not been broken and there is a golden cross that formed in late September.

At this point I don’t see any major signals that suggest that NEM could reverse the trend. However, that doesn’t mean that you should put your stock certificates in a drawer and forget about them.

The MACD and RSI both seem to be in the process of signaling a pullback. At this point I don’t think it breaks below the trend line but rather tests it as it has over the last six months. Having said that, let's remember that you need to monitor your holdings daily. From that surveillance you can make better and more timely decisions.

http://www.theglobeandmail.com/globe-investor/...rend/article1902041/  

 

Die beiden Charts ließen sich im Text leider nicht integrieren.  

und zwar vom User Aptamilla vom 07.01.2011. Ansonsten kann ich nichts Neues von Neo berichten.

Neo schürft unentwegt weiter. Hier einige Fakten:1300 Mitarbeiter in 10 Ländern beschäftigt das kanadische Unternehmen aus Toronto. Im letzten Geschäftsjahr erwirtschaftete das Unternehmen 245 Millionen CAD oder 163 Millionen Euro. In der Hauptmine Zibo in China werden sage und schreibe 6000 Tonnen Seltene Erden und 1000 Tonnen Zirkon in einem Jahr abgebaut. Das ist ein beträchtlicher Anteil der viele westliche Firmen in ihren diversen Geschäftstätigkeiten sättigen kann. Das Herzstück von Neos Fabrik befindet sich darüber hinaus in der chinesischen Hafenstadt Tianjin. Strategisch und ökonomisch betrachtet der grosse Wurf. Neo ist vertraglich gut in China positioniert und mittlerweile zu einer gewichtigen Grösse im REE-Sektor geworden.  

8 February 2011
Mackie Research Capital Corporation

RARE EARTH INDUSTRY UPDATE

http://ggg.gl/userfiles/file/...Rare_Earth_Mackie_Industry_Update.pdf
(über Neo Material Technologies Inc. auf Seite 25)  

Fri Mar 11, 2011 4:43am IST

* Q4 EPS $0.11 vs $0.07 last year

* Q4 rev up 12 pct

March 10 (Reuters) - Canada's Neo Material Technologies Inc , which operates rare-earth processing plants in China, reported a higher fourth-quarter profit, helped by strong performance at both its segments.

October-December profit was $13 million, or 11 cents a share, compared with $9 million, or 7 cents a share, last year.

Revenue rose 12 percent to $101.9 million.

Neo -- one of the few western companies running a rare-earth processing plants in China -- produces neodymium magnetic powders, which is used in making everything from wind turbines to cameras, and counts Samsung Canon Hitachi and Philips as its clients.

China has a near monopoly on the production and export of rare earth elements -- used in high-tech devices, windmills, batteries and some weaponry.

The company said revenue at its Magnequench division, which makes the magnetic powders used in the production of precision motors and sensors, rose 43 percent to $47.2 million.

Revenue at its materials division nearly doubled to $60.8 million.

China has launched a nationwide campaign against the illegal extraction and trading of rare earths, saying unregulated mining was causing untold damage to its environment.

"We have seen continued strong demand to date and based on current visibility, we remain bullish on our outlook for the near term," the company said in a statement.

Shares of the company closed at C$8.71 on Thursday on the Toronto Stock Exchange. (Reporting by Aftab Ahmed in Bangalore; Editing by Maju Samuel)


http://in.reuters.com/article/2011/03/10/...als-idINL3E7EA2VW20110310  

TORONTO, Mar 10, 2011 (Canada NewsWire via COMTEX News Network) -- FY 2010 Financial Highlights << - Revenues of US$338 million - Record EBITDA of US$85 million - Net cash position of US$76 million - Net Income and EPS of US$56 million or US$0.47 per share Q4 2010 Financial Highlights - Revenues of US$102 million - EBITDA at US$21 million - Net Income and EPS of US$13 million or US$0.11 per share >> Neo Material Technologies Inc. (TSX: NEM) (the "Company") today reported its financial results for the three-month and twelve-month periods ended December 31, 2010. Unless otherwise specified, all currency amounts are expressed in U.S. dollars.

For the three-month period ended December 31, 2010, revenues were $102 million compared to $91 million in the previous quarter, and $63 million in the corresponding period in 2009. The Company reported net income of $13 million, operating income plus depreciation and amortization ("EBITDA") of $21 million and earnings per share ("EPS") of $0.11 (on a basic and fully diluted basis). This compares to fourth quarter 2009 net income of $9 million, EBITDA of $15 million and EPS of $0.07 (on a basic and fully diluted basis). Operating income was $18 million compared to $12 million in the corresponding period in 2009. Cash provided by operating activities during the fourth quarter of 2010 was $21 million.

The Company incurred an $8 million charge associated with stock based compensation during the same three-month period ended December 31, 2010 that market capitalization increased by 59% (or $350 million). Excluding the impact of this non operating expense, net income, EBITDA and EPS were $21 million, $29 million and $0.17 (on a basic and fully diluted basis), respectively. For the year ended December 31, 2010, revenues were $338 million and net income was $56 million. EPS was $0.47 and $0.46 on a basic and fully diluted basis, respectively.

EBITDA for the year was $85 million. This compares to 2009 revenues of $187 million, net income of $20 million, EBITDA of $35 million and EPS of $0.17 (on a basic and fully diluted basis). As at December 31, 2010, the Company had a record net cash balance of $76 million.

"Our 2010 operating results represent another record performance for Neo. They were driven by strong demand for our products in a very favourable pricing environment," noted Constantine Karayannopoulos, President and CEO. "We have seen continued strong demand to date and based on current visibility, we remain bullish on our outlook for the near term."

 

TORONTO, April 12 /CNW/ -  Neo Material Technologies Inc. (Toronto:NEM.TO) (the "Company" or "Neo") today reported that the Central Intellectual Property and International Trade Court of Thailand (the "Court") has ruled in favour of Neo and its Magnequench Division in their trade secret infringement lawsuit against International Magnetics Technologies Co. Ltd. ("IMT") and Dr. John J. Croat (IMT co-founder, President and CEO), Mr. Yoo Chul Kim (IMT co-founder and CFO), and Mr. Boonchuan Promthongdee (IMT Engineering Manager).

Pursuant to the Court ruling, IMT and principals Dr. John Croat and Mr. Yoo Chul Kim, together with Mr. Boonchuan Promthongdee, were ordered to cease from further use, and potential disclosure, of Magnequench's trade secrets, and to pay damages in the amount of THB 20 million (US $660,000).  The Court further ordered that all infringing machinery, know-how, and Nd-Fe-B magnetic powder products produced by such infringing machinery is to be turned over to Magnequench.  To ensure immediate compliance with the cease order, the Court ordered damages payable in the amount of THB 1 million (US $33,000) per month for any further infringing acts following the judgment date.

"In its landmark judgment, the Court has clearly said that it will hold accountable those who unlawfully misappropriate the intellectual property of others for their personal gain. We continue to invest with confidence in Thailand, as well as in China, South Korea and other countries", said Constantine Karayannopoulos, President and CEO of Neo.  "We remain committed to enforcing our intellectual property rights, which are protected by a broad patent portfolio and manufacturing trade secrets, against companies and individuals that do not respect them. Our next step is to enforce the judgment and to notify third parties, domestically and internationally, of the judgment so as to prevent possible unsuspecting involvement in the misappropriation of our trade secrets and purchase of infringed magnetic powders."

http://finance.yahoo.com/news/...cret-cnw-571923656.html?x=0&.v=1  

BRIEF-RESEARCH ALERT-Scotia starts Neo Material with sector outperform
March 28 (Reuters) - Neo Material Technologies Inc:

* Scotia starts Neo Material Technologies Inc with sector outperform

rating and C$15 price target.

http://www.finanznachrichten.de/...ial-with-sector-outperform-020.htm  

So schön es auch ausssieht. Der Nachteil ist der, daß mit jedem steigenden Kurstag die Aktie für einen Rückschlag anfälliger wird.  

Ich habe keine Lust mehr hier weitestgehend als Alleinunterhalter zu agieren und keine Resonanz zu erhalten und das seit nunmehr ca. 1 1/2 Jahren!  

Neo Material Technologies reports record first quarter 2011 financial results
   -   Revenues of US$132.8 million
   -   EBITDA of US$43.4 million
   -   Net income attributable to equity holders of NEM of US$31.9 million
       or US$0.27 per share
   -   Net cash position of US$55.0 million

TORONTO, May 12 /CNW/ - Neo Material Technologies Inc. (TSX: NEM) (the "Company") today reported its financial results for the three-month period ended March 31, 2011. Unless otherwise specified, all currency amounts are expressed in U.S. dollars. The Company notes that its financial results are reported under International Financial Reporting Standards ("IFRS") for the first time this quarter. While the conversion did not have a significant impact on the Company's results, certain components, as well as first quarter 2010 comparatives, have been reclassified and adjusted within the financial statements to reflect the conversion. These reclassifications and adjustments are described in the notes to the 1Q11 financial statements.

For the three-month period ended March 31, 2011, revenues were $132.8 million compared to $101.9 million in the previous quarter, and $65.1 million in the corresponding period in 2010. The Company reported net income attributable to equity holders of NEM of $31.9 million, operating income plus depreciation and amortization ("EBITDA") of $43.4 million and earnings per share ("EPS") of $0.27, and $0.26 on a basic and fully diluted basis, respectively. This compares to first quarter 2010 net income attributable to equity holders of NEM of $12.4 million, EBITDA of $18.9 million and EPS of $0.10 (on a basic and fully diluted basis). Operating income was $40.7 million compared to $16.0 million in the corresponding period in 2010. Due to higher inventory costs and working capital requirements, cash used in operating activities during the first quarter of 2011 totaled $17.5 million.

During the three-month period ended March 31, 2011, the Company incurred a $4.6 million charge associated with stock based compensation. This charge was the result of a 19 percent increase in the Company's common shares price from Cdn$7.84 to Cdn$9.33, between December 31, 2010 and March 31, 2011. As such, the Company's market capitalization during the same period increased by approximately $193.2 million to $1.2 billion. Excluding the impact of this non-operating expense, net income attributable to equity holders of NEM, EBITDA and EPS were $36.0 million, $48.0 million and $0.30 (on a basic and fully diluted basis), respectively.

As at March 31, 2011, the Company had a net cash balance of $55.0 million.

"I am extremely pleased with the Company's overall performance during a traditionally slow first quarter. We continue to see robust demand and growth during the quarter, resulting in record results at both divisions," noted Constantine Karayannopoulos, President & CEO. "Based on what our customers are telling us and our current visibility, we maintain a positive view and outlook for our business."  

Zur kurzen Erklärung:
                                  NEM = Neo Material
                                  Stans = Stans Energy Corp, ein Seltener Erden Explorer


Könnte das sein: Stans und NEM ??  

NEM wurde gestern vom Handel ausgesetzt. Es stehen Nachrichten an. NEM hat ebenfalls gestern super zahlen präsentiert und (auch bereits veröffentlicht) Kapitalmassnahme über 175 Mio. durchgezogen. NEM hat neben Cashbestand damit rund 230 Mio in der Kriegskasse.

NEM braucht Minen ausserhalb Chinas.

Stans zog gestern zum Handelsschluss deutlich an. Gegen den Markt. Git es da Zusammenhang?

Vom Handel ausgesetzt wird eigentlich immer der vermeintliche Käufer, als NEM. Kann das sein dass dies der gamechanger für stans ist.

Auf der NEM homepage, Präsentation S. 17  ist MCP Kooperationspartner , aber das macht keinen Sinn (NEM kann ja schlecht MCP kaufen, oder einsteigen)  . GWG hat Finanzierungspartner/JV erst für Juli 2011 angekündigt. Das passt zeitlich nicht.

Stans und NEM würden zusammenpassen. Aber ich habe in dieser Riichtung noch nie was gehört. Was meinen die Experten unter euch? Wen kauft "NEM" heute  

Dies war ein Beitrag vom User "andech" von heute, 8,07 Uhr. Er spekuliert auf eine Übernahme/Zusammengehen Stans von Neo. Dies scheint aber nicht der Fall zu sein, denn der Kurs Stans fällt heute signifikant von gestern 1,81 CAD auf bislang 1,70 CAD.

In einem späteren Posting bringt "andech"als Übernahmekandidat die GWG ins Spiel. Dies ist die Great Western Minerals, selbstredend auch ein Seltener Erden Explorer aus Kanada.  

Was auch immer Sie mit der Kphle machen, die Kapitalerhöhung kam nicht gut an.

 

Endingen (aktiencheck.de AG) - Die Experten von "Hot Stocks Investor" raten zum Kauf der Neo Material-Aktie (Profil).

Neodym zähle zu den Seltenen Erde-Metallen und komme zum Beispiel in Elektromotoren bei Fahrzeugen und Windrädern zum Einsatz. Seit Anfang 2009 habe der Aktienkurs von 1 auf zeitweise mehr als 10,55 Kanadische Dollar (CAD) zulegen können. Dies nicht ohne Grund: So habe sich der Umsatz im letzten Jahr um 80% auf 337,5 Mio. CAD erhöht und der Nettogewinn habe sich sogar fast verdreifacht. Analysten würden für das laufende Fiskaljahr eine weitere Gewinnverdopplung auf 0,85 CAD je Aktie prognostizieren. Das würde zu einem KGV von lediglich 10 führen. Von neun Analystenhäusern, von denen den Experten eine Research-Studie vorliege, würden alle den Titel mit "outperform" oder "buy" einstufen. Die Kursziele lägen bei bis zu 16,52 CAD.

Die Experten würden nicht viele Firmen mit einer Marktkapitalisierung von 1 Mrd. CAD, dreistelligen Wachstumsraten, ausnahmslos Kaufempfehlungen durch Analysten und 100% Kurspotenzial kennen.

Die Experten von "Hot Stocks Investor" empfehlen, die Aktie von Neo Material zu kaufen. (Ausgabe 10 vom 23.05.2011) (23.05.2011/ac/a/a)  

werden am 11.08.2011 veröffentlicht.  

http://tmx.quotemedia.com/...le.php?newsid=43767811&qm_symbol=NEM  

Übrigens bei 10 USD liegt ein Widerstand. Der wird sich so schnell nicht überwinden lassen. Erstmal düfte 'ne Konsolidierung anstehen, bevor der Widerstand geknackt wird.

Keine Handelsaufforderung. Jeder ist für sein Handeln selbst verantwortlich.  

Reuters) - Rare earth producer and processor Neo Material Technologies (NEM.TO) said on Monday it may buy back up to 10.5 million common shares over the next 12 months, saying the shares are undervalued.

Neo Material said it will pay market price at time of purchase for the shares -- representing around 10 percent of the public float -- in a normal course issuer bid.

The shares rose 4.7 percent to C$8.58 on the Toronto Stock Exchange on Monday after the buyback was announced.

The buyback comes soon after Neo Material completed the purchase of some 1.36 million common shares through a normal course issuer bid over the 12 months ended June 3, at a weighted average price of C$4.01.

Neo Material, which makes magnetic powders and other rare earth-based products in China for both the domestic and export markets, said its shares are trading in a price range that does reflect true value and are an attractive investment.

Last week, the company posted a second-quarter profit up more than three-fold, boosted by increased demand for its products and higher selling prices.

Rare earth prices have skyrocketed over the past year, as China, producer of some 95 percent of the world's supply, clamped down on exports. Rare earths are essential in high-tech items like smartphones and hybrid cars.

Neo Material has about 120 million common shares outstanding, with a free float of 95.6 million shares, according to Thomson Reuters data.

Its shares have more than doubled in value in the past 12 months, as prices for individual rare earth oxides and metals have skyrocketed.

($1=$0.98 Canadian)

http://www.reuters.com/article/2011/08/15/...alMarketsNews&rpc=43  

Hi,

zur Info: UBS hat nen Rare Metals ETF aufgelegt. Im Fonds ist auch Neo Material, genauso wie Stans Energy, Tasman Metals, Greenland usw. enthalten.

http://fresco.inet.rolotec.ch/fonds_fresco/inc/...t_LU0671492899.html

http://www.ubs.com/1/g/globalam/emea/etf/germany/...arth/a_class.html

Das könnte dem Wert Aufschwung geben, zumal der Fonds neu ist und bisher erst ein kleines Volumen hat, UBS jedoch ne starke Vertriebspower aufweisen kann.

Was meint Ihr?  

http://finance.yahoo.com/news/...material-technologies-150000234.html