Montag, 29. Juni 2015

R.I.P. Molycorp: Einstiger Mega-Highflyer im Rohstoff-Sektor der "Seltenen" Erden meldet Insolvenz an

Ein wahnsinnige Story geht zu Ende. Von einem einstigen Multi-Milliarden Unternehmen, Sektor-Leader und Vorreiter in die Insolvenz. Der Aktienkurs fiel von 80 USD auf weniger als 50 Cents zurück, bevor die Verantwortlichen voll komplett das Handtuch warfen.

Im Hinblick auf den krassen Schuldenberg, die firmeninterne Schwierigkeiten, die langwierigen Profitabilität-Probleme und die fortlaufende Rohstoff-Baisse kommt die Pleite von Molycorp (NYE:MCP) alles andere als unerwartet..

The poster child for what was once a 'can't lose' investment is filing for bankruptcy


Reuters/David GrayRare-earth metals, once the world's hottest trade, have fallen apart.

Rare-earth miner Molycorp is filing for bankruptcy.

On Thursday, the company announced that it and its North American subsidiaries would file for Chapter 11...

Read more: http://uk.businessinsider.com/molycorp-filing-for-bankruptcy-2015-6?r=US#ixzz3eTcziHR3


Zu der schwerwiegenden Story noch ein erstklassiger Beitrag, der die immensen Probleme für westliche Minenfirmen im Bereich der "Seltenen Erden" intensiv als Review aufgreift.

Why rare-earth mining in the West is a bust

Forget the hype. In the global rush for energy-critical elements, our region can't compete.

Credit to Tim Heffernan

Author’s note: Four years ago the future looked brilliant for Molycorp, the owner-operator of Mountain Pass, the United States’ only rare-earth mine. Rare-earth prices were sky-high thanks to Chinese market manipulation; in Washington, politicians were backing domestic production to the hilt; and investors were bullish. Measured by its stock price, Molycorp was a $6 billion company. As of this writing, on June 15, Molycorp was worth $101 million. Its shares have fallen from a high of nearly $80 to just 36 cents. The company is $1.7 billion in debt, unable to make payments, and likely to declare bankruptcy at its annual shareholders meeting June 25 in Toronto. If Vegas were giving odds, I’d be willing to bet that soon the U.S. will not have a single rare-earth mine in operation..

Link: https://www.hcn.org/issues/47.11/why-rare-earth-mining-in-the-west-is-a-bust



Update: Noch zwei sehr krasse Charts zum Abschluss..

Quelle: ariva.de


Quelle: Metal-Pages, FOB China min, Molycorp

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