Nickel Industries Faces New Policy Headwind in Indonesia -- Market Talk

Dow Jones

03-12

2130 GMT - Heightened geopolitical and policy instability has eroded Jefferies's confidence in Nickel Industries's earnings visibility and growth outlook. Indonesia has proposed changes to its royalty structure that would drive a 15% decrease in long-term earnings from Nickel Industries's current projects, the bank estimates. The policy shift hasn't been legislated yet. Still, consultations follow changes in onshore earnings retention for 12 months from March 1, and the lowering of nickel ore mining quotas to 200 million tons from 240 million tons in 2024, analyst Mitch Ryan says. "We reinstate a 20% risk discount to net present value to account for rising macro uncertainty, heightened geopolitical and policy instability," Jefferies says. Its price target falls 19% to A$0.65/share. Nickel Industries ended Tuesday at A$0.605. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

March 11, 2025 17:30 ET (21:30 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

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Indonesia has proposed changes to its royalty structure that would drive a 15% decrease in long-term earnings from Nickel Industries's current projects, the bank estimates. The policy shift hasn't been legislated yet. Still, consultations follow changes in onshore earnings retention for 12 months from March 1, and the lowering of nickel ore mining quotas to 200 million tons from 240 million tons in 2024, analyst Mitch Ryan says. \"We reinstate a 20% risk discount to net present value to account for rising macro uncertainty, heightened geopolitical and policy instability,\" Jefferies says. Its price target falls 19% to A$0.65/share. Nickel Industries ended Tuesday at A$0.605. 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Indonesia has proposed changes to its royalty structure that would drive a 15% decrease in long-term earnings from Nickel Industries's current projects, the bank estimates. The policy shift hasn't been legislated yet. Still, consultations follow changes in onshore earnings retention for 12 months from March 1, and the lowering of nickel ore mining quotas to 200 million tons from 240 million tons in 2024, analyst Mitch Ryan says. \"We reinstate a 20% risk discount to net present value to account for rising macro uncertainty, heightened geopolitical and policy instability,\" Jefferies says. Its price target falls 19% to A$0.65/share. Nickel Industries ended Tuesday at A$0.605. 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Indonesia has proposed changes to its royalty structure that would drive a 15% decrease in long-term earnings from Nickel Industries's current projects, the bank estimates. The policy shift hasn't been legislated yet. Still, consultations follow changes in onshore earnings retention for 12 months from March 1, and the lowering of nickel ore mining quotas to 200 million tons from 240 million tons in 2024, analyst Mitch Ryan says. \"We reinstate a 20% risk discount to net present value to account for rising macro uncertainty, heightened geopolitical and policy instability,\" Jefferies says. Its price target falls 19% to A$0.65/share. Nickel Industries ended Tuesday at A$0.605. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7095":"多种金属与采矿","NIC.AU":"Nickel Industries Ltd"},"translate_title":"印尼镍业面临新政策阻力——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NIC.AU":0.9},"content_text":"2130 GMT - Heightened geopolitical and policy instability has eroded Jefferies's confidence in Nickel Industries's earnings visibility and growth outlook. Indonesia has proposed changes to its royalty structure that would drive a 15% decrease in long-term earnings from Nickel Industries's current projects, the bank estimates. The policy shift hasn't been legislated yet. Still, consultations follow changes in onshore earnings retention for 12 months from March 1, and the lowering of nickel ore mining quotas to 200 million tons from 240 million tons in 2024, analyst Mitch Ryan says. \"We reinstate a 20% risk discount to net present value to account for rising macro uncertainty, heightened geopolitical and policy instability,\" Jefferies says. Its price target falls 19% to A$0.65/share. Nickel Industries ended Tuesday at A$0.605. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 11, 2025 17:30 ET (21:30 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"}}}