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Hier ein interessanter Artikel dazu :
seekingalpha.com/article/...eased-m-a-speculation?source=yahoo
"What would happen if production of the new iPhone was stopped because they couldn't find the key materials to make it work? This scenario is not impossible, but could be a near term reality. If new mines don't come online by 2015, we may see a shortage of the rare earths needed for touch-screens and magnets used in smartphones and tablets.
You may have never heard of rare earths yet, but it may soon make the front pages over the next couple of years as a potential supply shortfall is imminent. Gains in the rare earth sector could be astronomical for miners who can make it to production. All of the supply of critical heavy rare earths comes from China who claims they need the critical metals for their own domestic industries and are running out of the metals by 2015. Now China is reporting they are looking to purchase rare earths to secure a strategic stockpile. This is a major development as other nations may start securing rare earth supplies. Many countries' top industries may be looking to secure rare earth reserves over the near term, which should accelerate Western and Japanese end users to sign agreements with junior rare earth miners. This may be a major catalyst for the rare earth sector as the juniors have been looking for the industrial end users and sovereign entities to help them fund and expedite development.
Rare Earths Rising
The rare earth industry is responsible for the production of several materials that are vital to the technology, healthcare, and defense industries. To date, China has been responsible for the production of roughly 90% of the world's supply of these materials, leaving the geopolitical forces of the Chinese government, as well as internal control policies a critical factor in driving prices. A recent Reuters report explained that "China will cap rare earth production at 93,800 tonnes over the whole of 2013 as part of efforts to rein in unlicensed production in the sector, the country's land and resources ministry said on Friday." While there remains a disconnect between official Chinese policy and actual results, any discussion of the industry without considering China is meaningless...
... Ultimately, the market has simply failed to identify the opportunity that Avalon represents, but increased exposure will drive shares higher. With a share price below $0.95 per share, you can view the stock as a perpetual call option, and under current conditions the opportunity is real. The importance of these materials is not likely to change, so the demand for rare earth products is here to stay.
seekingalpha.com/article/...unity-for-a-35-return?source=yahoo
Avalon dümpelt mehr schlecht als Recht rum. Hab mittlerweile ein ordentliches Minuns :-(
Worand liegt es, dass hier kein Wind aufkommt???
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Wertung | Antworten | Thema | Verfasser | letzter Verfasser | letzter Beitrag | |
7 | 171 | Avalon ... noch ohne chinesische Beteiligung | das-loch | H. Bosch | 05.04.22 13:20 | |
29 | Avalon Rare Metals - the newest big mover | morseb | prt sc | 29.09.11 15:50 |