Saturday, July 30th 2016, 3:47am

You are not logged in.

Dear visitor, welcome to GoldSeiten-Forum.com. If this is your first visit here, please read the Help. It explains in detail how this page works. To use all features of this page, you should consider registering. Please use the registration form, to register here or read more information about the registration process. If you are already registered, please login here.

gutso

5000g Mitglied

  • "gutso" has been banned
  • "gutso" started this thread

Date of registration: Feb 2nd 2004

Posts: 7,326

Location: Gutistan

Occupation: Gut

  • Send private message

1

Friday, February 19th 2016, 10:28pm

Arafura Resources Ltd., ARU (ASX)

Arafura Resources Ltd. ist ein Selten Erden Explorer mit großem Potential aber auch noch einem weiten Weg vor sich. Produktion ist aktuell geplant für 2019.

http://www.arultd.com/



Vor einigen Jahren kannten sie viele, sie waren ein absoluter Zockerwert (wobei ich sie nie im Depot hatte), aber eben auch recht aussichtsreich aufgrund der Story.

Neben Neodymium und Praseodymium für u.a. Hochleistungs-Magneten hat ihr Hauptdepot hohe Phosphat- aber eben auch Uranoxidanteile.



Bin heute (ausnahmsweise in in D) mit einem Teil meiner hohen Gewinne aus dem Silvercorp Verkauf eingestiegen. Sollte ich damit tatsächlich Gewinne einfahren, werde ich versuchen herauszufinden wie hoch an diesen etwaigen Gewinnen der Anteil des Gehaltes an Uranoxid ist und das dann entsprechend direkt als Spende an Greenpeace weiterreichen. Denn das Uran kann mir gern gestohlen bleiben, mir geht es ausschließlich um den intelligenten Anteil dieses Investments. :D

Hier ein Beispielartikel zu dieser Firma und zum Thema Rare Earths im allgemeinen,

http://investorintel.com/technology-meta…ement-recovery/

Quoted

Posted on July 16, 2015 by Robin Bromby

Future-Rare-EarthsMaking predictions about any commodity price is a challenging business these days, says Tony Parry of Sydney-based Resource Capital Research. But he is prepared to forecast that rare earth prices will rise in the next six to 12 months – and particularly for magnet feed elements praseodymium and neodymium. (His analysis follows similar optimism expressed two weeks ago by Capital Economics of London, as reported here on InvestorIntel).

In a detail analyst report on Arafura Resources (ASX:ARU), Dr Parry does not underestimate the challenge the industry faces. For one, the massive price hikes in 2011 caused by the Chinese export bans clearly undermined confidence in the sector and motivated increased substitution in many applications. (...)
und so weiter ... denn natürlich sprechen einige Gründe für ein solches Investment. ... .


Gruß,
gutso
gutso has attached the following images:
  • arafura_longterm.jpg
  • nd.png
  • pr.png
p.s.: alles wird gut. gutso
...
"Für das Können gibt es nur einen Beweis: das Tun." - Marie von Ebner-Eschenbach

...

This post has been edited 2 times, last edit by "gutso" (Feb 19th 2016, 10:37pm)


gutso

5000g Mitglied

  • "gutso" has been banned
  • "gutso" started this thread

Date of registration: Feb 2nd 2004

Posts: 7,326

Location: Gutistan

Occupation: Gut

  • Send private message

2

Tuesday, February 23rd 2016, 11:33am

Ein wenig Infos zu Arafura und Rare Earths

Hier ein Eineinviertel Jahre altes pdf zu Arafura Resources von Stormcrow Research.
Hier wird auch ein Vergleich mit Lynas corp und der inzwischen seit Juli 2015 bankrotten Molycorp angestellt.
Dazu habe ich auch screenshots mit angehängt, ich fand das sehr erhellend, gerade den Vergleich mit der angeschlagenen aber damals knapp noch nicht bankrotten Molycorp! Lynas kann sich durch ihre anderen Metalle, u.a. Zirconium, noch über Wasser halten.

http://investingnews.com/daily/resource-…poised-to-grow/

Quoted


Arafura has every characteristic of a project that will be supported by strategic investors, including end-users. The Nolans Bore deposit is located in mining-friendly Australia, and can produce for many decades. Arafura can produce industryleading levels of neodymium and praseodymium, to be turned into magnets and used in the automotive, alternative energy and aerospace industries. The project is economically viable, even if REE prices approach worst-case levels. And the company has few, if any, remaining technical or social acceptability hurdles. We believe that Arafura is a name that every interested rare earths investor must own.

(...)

Nolans – The Magnetic Materials Mine

Arafura Resources (ASX: ARU) of Perth, Australia, is 100% owner of the Nolans Rare Earths Project in the Northern Territory, Australia. At present, the Nolans Project is at an advanced feasibility stage. The Nolans Bore rare earths deposit, with defined resources of more than 1.2 million tonnes of REO extending from surface to a depth of 220 meters, is one of the largest and lowest risk REE deposits in the world.

(...)

Our analysis suggests a target price of AU$0.35 per share, rounded down, with the stock trading in the AU$0.05 range of late.
Note, too, that we have applied our “pessimistic” rare earth price deck to the same model. The result is slim but positive cash flows once full production rates are achieved in 2021. From our analysis, it appears that Arafura is one of very few projects that can weather the storm of the worst pricing that the rare earth market is likely to be able to produce. It is also clear to us that such pricing cannot last for very long, as it is likely to kill a number of the
hypothetical producers that are necessary to create sufficiently large supplies outside of China to drive down pricing to these levels.
(...)
We believe that Arafura remains one of the best opportunities in the rare earth market. Arafura represents a low-risk, prospectively very long-lived producer of low-cost critical rare earths. Financially, it can suffer the very worst that the rare earth market can throw at it, and generate strong profits in a base-case market. It remains one of the very few companies in the space that can make those claims, joining Molycorp, Lynas, Rare Element Resources (RES-US) and Quest Rare Metals (QRM-TSX). This does not imply that all of these companies will survive to reach production, but they stand a far better chance in this market than most of their so-called peers.

(...)


Hier nochmal der Link direkt zu dem pdf aus dem Dezember 2014:

http://static.squarespace.com/static/535…Dec12-Final.pdf

Und noch ein paar Hintergründe zu den Rare Earths um Neodymium und ihre Verwendung in Supermagneten.

https://www.magnet-shop.net/neodym-eisen…nd-dauermagnete


Gruß,
gutso
gutso has attached the following image:
  • planned_production.png
p.s.: alles wird gut. gutso
...
"Für das Können gibt es nur einen Beweis: das Tun." - Marie von Ebner-Eschenbach

...

This post has been edited 2 times, last edit by "gutso" (Feb 23rd 2016, 11:36am)


Similar threads