Stans Energy heavy rare earth Prod. 2012

... tanzen hier die Mäuse auf dem Tisch;-)) Morgen darf die (TSX)-Katze wieder mitspielen, mal sehen, ob sie noch zu ein paar kräftigen Sprüngen nach oben aufgelegt ist.

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 hat sich viele mögliche Ressourcen und Partner angesehen, man sucht JV bzw. Resourcenerweiterung. Laut CEO Mackay (siehe Video #537) hat man sich auf einen möglichen Partner eingeschossen. Wäre das der Fall, dann ist Stans schlagartig in aller Munde. Um den Kurs brauchen wir uns dann (fast) keine Sorgen mehr machen.

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.

seekingalpha.com/article/...ies-offer-more-upside?source=yahoo

(Thanks to "rogersmeagan", stockhouse)

'Um den Kurs brauchen wir uns dann (fast) keine Sorgen mehr machen.'

Das einzige um was ich mir dann Sorgen mache ist, das ich einfach zu wenig Stans Shares habe......

;)

LG
Marc

... denn Stans legt heute in Kanada eine kleine Pause ein. Ab morgen ist Mackay auf einer Investorenkonferenz in San Francisco. Da wurde bereits im Vorfeld geunkt, dass er etwas bzgl. einer solchen Ackquisition oder JV verlauten lassen könnte. Nun, es kommt wie es kommt, und dann mächtig und relativ unabhängig vom Finanzmarktklima, allerdings erwarte ich das noch nicht morgen. Weshalb ich damit rechne, dass der Kurs noch etwas nachlassen könnte.

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.

images.finanzen.net/mediacenter/unsortiert/es4111_023.pdf

so teuer gerade....

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

Munich, October 9, 2011
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."
...

www.pressreleasepoint.com/...-be-critical-success-factors-many

01-2011, Analyse mit chinesischem Ursprung, mal einen Blick auf die Charts werfen ...

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.

www.slideshare.net/holythornbird/...future-rare-earth-industry

... hat hier Stans via Rosatom seine Finger mit im Spiel?

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.

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.

de.wikipedia.org/wiki/Solikamsk

Tuesday, October 18, 2011
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.
...

www.raremetalblog.com/2011/10/...ree-supplies-for-a-month.html

http://www.ariva.de/news/...se-fuer-Seltene-Erden-hochtreiben-3871513

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 23^rd,        Stans commenced further exploratory diamond drilling at the Kutessay II        deposit and at the former Aktyuz mine. As of October 15^th,        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 15^th. 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 15^th 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.

... mit vielen wegweisenden Punkten, nur was Beryllium betrifft, ist ein hoffentlich temporärer Rückschlag zu verzeichnen. Stans konnte bislang die russischen Be-Grade nicht verifizieren, sie seien inkonsistent gewesen, weil die Proben aus einem verwitterten Teil des Geländes entnommen wurden. Nun möchte man die Kalesay Liegenschaft aus dem Inneren der vorhandenen Schächte erneut untersuchen. Dazu braucht es wohl erst eine Genehmigung. Geht halt nicht alles "streamline".

Das hatte ich in der Eile ganz überlesen ;-))

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

Hat ein paar Momente gedauert, bis eine Reaktion kam: kurz vor Börsenschluss +14,47 % in Kanada. Nicht Thorium ist die Message, sondern hREO-Produktion ab 2012. Damit hat Stans mit die Nase vorn.

In Feb. 2011, China announced that it plans to mass-produce and export transportable Thorium LFTR reactors which will replace coal-fired boilers in existing electricity plants worldwide. This will result in a dramatic reevaluation of the whole Carbon-Price debate!

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!

www.vs2020.com/zero-carbon-electricity.html

(Thanks to garyzee, stockhouse)

was meint IHR?

Preise steigen....Stans produziert vielleicht next year und nischt passiert !=`=)

Lange bis dahin!

Bald geht's ab.

Hat mir ein Regenwurm geflüstert.

Lg

Der jüngste REE-Lieferstopp China's ist womöglich nur ein Schachzug gegen den Preisverfall. Er zeigt aber, mit welchen Mitteln die Chinesen kämpfen, um ihre durch die westlichen Regierungen verursachte Machtposition im REE-Sektor zu unterstreichen. (siehe dazu Artikel aus Popular Science, USA, Link unten)

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 / ... 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.
...

www.popsci.com/technology/article/2011-10/...ls-inflate-prices

Interessanter Kommentar dazu:
www.popsci.com/technology/article/2011-10/...es#comment-123096

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.
...

www.faz.net/aktuell/wirtschaft/...e-der-maschinen-1609488.html

ist frei von Thorium und kann deshalb schon in 2012 direkt verarbeitet werden. Bingo, so wird ein Schuh daraus. Gruß, M.

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. 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.
www.stockhouse.com/Bullboards/...&r=0&s=HRE&t=LIST

www.reuters.com/article/2011/10/21/...hs-idUSTRE79K1OO20111021

Plausible Erklärung meinerseits:

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