Nickel Industries（NIC）株式概要ニッケル・インダストリーズ社は、ニッケル鉱石の採掘、ニッケル銑鉄、コバルト、ニッケルマットの生産活動を行っている。 詳細NIC ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長5/6過去の実績0/6財務の健全性2/6配当金0/6報酬当社が推定した公正価値より65.2%で取引されている 収益は年間48.85%増加すると予測されています リスク分析リスクチェックの結果、NIC 、リスクは検出されなかった。すべてのリスクチェックを見るNIC Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW491,113 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG491,113 investors already sharing narrativesYour Fair ValueAU$Current PriceAU$0.8929.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-169m3b2016201920222025202620282031Revenue US$2.6bEarnings US$350.8mAdvancedSet Fair ValueView all narrativesNickel Industries Limited 競合他社ImdexSymbol: ASX:IMDMarket cap: AU$2.0bPerentiSymbol: ASX:PRNMarket cap: AU$2.0bIluka ResourcesSymbol: ASX:ILUMarket cap: AU$2.9bMacmahon HoldingsSymbol: ASX:MAHMarket cap: AU$1.9b価格と性能株価の高値、安値、推移の概要Nickel Industries過去の株価現在の株価AU$0.8952週高値AU$1.1252週安値AU$0.66ベータ1.051ヶ月の変化-3.01%3ヶ月変化-8.51%1年変化20.75%3年間の変化-2.20%5年間の変化-19.68%IPOからの変化228.70%最新ニュースお知らせ • Jul 04Nickel Industries Limited to Report Q2, 2026 Results on Jul 29, 2026Nickel Industries Limited announced that they will report Q2, 2026 results on Jul 29, 2026お知らせ • Jun 17Nickel Industries Limited Announces ENC Project CommissioningNickel Industries Limited announced that commissioning at the Excelsior Nickel Cobalt HPAL project (ENC) is well underway, with the limonite feed preparation plant receiving first ore in May. In the coming week, the sulphuric acid plant will be ignited and the first of three autoclaves commissioned, after which the ore pipeline infrastructure will transport first slurry between Hengjaya Mine and the ENC Smelter. First ore to the autoclave is expected by early July, with mixed hydroxide precipitate (MHP) from the Smelter anticipated by mid-July.お知らせ • Apr 24Nickel Industries Limited, Annual General Meeting, May 26, 2026Nickel Industries Limited, Annual General Meeting, May 26, 2026. Location: dla piper australia, level 22, no.1 martin place, sydney, nsw, Australiaお知らせ • Apr 17Nickel Industries Limited to Report Q1, 2026 Results on Apr 29, 2026Nickel Industries Limited announced that they will report Q1, 2026 results at 10:00 AM, AUS Eastern Standard Time on Apr 29, 2026お知らせ • Feb 20Nickel Industries Limited to Report Fiscal Year 2025 Results on Feb 23, 2026Nickel Industries Limited announced that they will report fiscal year 2025 results on Feb 23, 2026お知らせ • Jan 19Nickel Industries Limited to Report Q4, 2025 Results on Jan 29, 2026Nickel Industries Limited announced that they will report Q4, 2025 results on Jan 29, 2026最新情報をもっと見るRecent updatesお知らせ • Jul 04Nickel Industries Limited to Report Q2, 2026 Results on Jul 29, 2026Nickel Industries Limited announced that they will report Q2, 2026 results on Jul 29, 2026お知らせ • Jun 17Nickel Industries Limited Announces ENC Project CommissioningNickel Industries Limited announced that commissioning at the Excelsior Nickel Cobalt HPAL project (ENC) is well underway, with the limonite feed preparation plant receiving first ore in May. In the coming week, the sulphuric acid plant will be ignited and the first of three autoclaves commissioned, after which the ore pipeline infrastructure will transport first slurry between Hengjaya Mine and the ENC Smelter. First ore to the autoclave is expected by early July, with mixed hydroxide precipitate (MHP) from the Smelter anticipated by mid-July.お知らせ • Apr 24Nickel Industries Limited, Annual General Meeting, May 26, 2026Nickel Industries Limited, Annual General Meeting, May 26, 2026. Location: dla piper australia, level 22, no.1 martin place, sydney, nsw, Australiaお知らせ • Apr 17Nickel Industries Limited to Report Q1, 2026 Results on Apr 29, 2026Nickel Industries Limited announced that they will report Q1, 2026 results at 10:00 AM, AUS Eastern Standard Time on Apr 29, 2026お知らせ • Feb 20Nickel Industries Limited to Report Fiscal Year 2025 Results on Feb 23, 2026Nickel Industries Limited announced that they will report fiscal year 2025 results on Feb 23, 2026お知らせ • Jan 19Nickel Industries Limited to Report Q4, 2025 Results on Jan 29, 2026Nickel Industries Limited announced that they will report Q4, 2025 results on Jan 29, 2026Board Change • Dec 24Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Emma Hall was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 29First half 2025 earnings released: EPS: US$0.003 (vs US$0.001 in 1H 2024)First half 2025 results: EPS: US$0.003 (up from US$0.001 in 1H 2024). Revenue: US$829.7m (down 1.6% from 1H 2024). Net income: US$11.3m (up 119% from 1H 2024). Profit margin: 1.4% (up from 0.6% in 1H 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.Board Change • Aug 18Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Emma Hall was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Aug 11Nickel Industries Limited to Report First Half, 2025 Results on Aug 28, 2025Nickel Industries Limited announced that they will report first half, 2025 results on Aug 28, 2025お知らせ • Jul 09Nickel Industries Limited to Report Q2, 2025 Results on Jul 30, 2025Nickel Industries Limited announced that they will report Q2, 2025 results on Jul 30, 2025お知らせ • Apr 17Nickel Industries Limited, Annual General Meeting, May 22, 2025Nickel Industries Limited, Annual General Meeting, May 22, 2025. Location: at level 5, 1 margaret street, sydney nsw Australiaお知らせ • Apr 07Nickel Industries Limited to Report Q3, 2025 Results on Apr 29, 2025Nickel Industries Limited announced that they will report Q3, 2025 results on Apr 29, 2025お知らせ • Mar 21Nickel Industries Receives Approval from the Ministry of Mines (ESDM) for Its Techno Economic Feasibility StudyNickel Industries Limited advised that it has received approval from the Ministry of Mines (ESDM) for its techno economic feasibility study (Feasibility Study) to increase the Company's 80%-owned Hengjaya Mine from 9 million wet metric tonnes (wmt) pa in ore sales to 19 million wmt pa. Now that the Feasibility Study has been approved, the Company will shortly submit an environmental impact study (AMDAL), which is the next step to achieve an increased Rencana Kerja dan Anggaran Biaya (RKAB), the triennial work and budget plan for operations.お知らせ • Mar 12Nickel Industries Limited Announces Resignation of Dasa Sutantio as A Non-Executive DirectorNickel Industries Limited announced the resignation of Mr. Dasa Sutantio as a Non-Executive Director of the Company, effective 11 March 2025.お知らせ • Feb 24Nickel Industries Limited Declares Dividend for the Period of Six Months Ended December 31, 2024, Payable on March 21, 2025Nickel Industries Limited declared a dividend for the period of six months ended December 31, 2024, of AUD 0.01500000. Ex Date is February 27, 2025, Record Date is February 28, 2025, and Payment Date is March 21, 2025.お知らせ • Feb 21Nickel Industries Limited to Report Fiscal Year 2024 Results on Feb 24, 2025Nickel Industries Limited announced that they will report fiscal year 2024 results on Feb 24, 2025Board Change • Feb 04High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Emma Hall was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 16Nickel Industries Limited to Report Q4, 2024 Results on Jan 30, 2025Nickel Industries Limited announced that they will report Q4, 2024 results on Jan 30, 2025Board Change • Dec 24High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Emma Hall was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 17Nickel Industries Limited to Report Q3, 2024 Results on Oct 31, 2024Nickel Industries Limited announced that they will report Q3, 2024 results on Oct 31, 2024Reported Earnings • Aug 30First half 2024 earnings released: EPS: US$0.001 (vs US$0.009 in 1H 2023)First half 2024 results: EPS: US$0.001 (down from US$0.009 in 1H 2023). Revenue: US$843.3m (down 9.5% from 1H 2023). Net income: US$5.14m (down 81% from 1H 2023). Profit margin: 0.6% (down from 2.9% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Aug 21Nickel Industries Limited to Report First Half, 2024 Results on Aug 29, 2024Nickel Industries Limited announced that they will report first half, 2024 results on Aug 29, 2024Buy Or Sell Opportunity • Jul 23Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to AU$0.79. The fair value is estimated to be AU$1.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 47% over the last 3 years. Earnings per share has declined by 17%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 35% per annum over the same time period.お知らせ • Jul 18Nickel Industries Limited to Report Q2, 2024 Results on Jul 31, 2024Nickel Industries Limited announced that they will report Q2, 2024 results on Jul 31, 2024Board Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Emma Hall was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 30Nickel Industries Limited, Annual General Meeting, May 31, 2024Nickel Industries Limited, Annual General Meeting, May 31, 2024, at 11:00 E. Australia Standard Time. Location: Level 5, 1 Margaret Street Sydney Sydney New South Wales Australia Agenda: To consider approval of remuneration report; to consider re-election of Dasa Sutantio as a director; to consider re-election of Muliady Sutio as a director; to consider re-election of Haijun wang as a director; to consider re-election of Binghe Xiang as a director; to consider re-election of Yuanyuan xu as a director; and to consider other matters.Reported Earnings • Feb 29Full year 2023 earnings released: EPS: US$0.036 (vs US$0.059 in FY 2022)Full year 2023 results: EPS: US$0.036 (down from US$0.059 in FY 2022). Revenue: US$1.88b (up 55% from FY 2022). Net income: US$121.6m (down 24% from FY 2022). Profit margin: 6.5% (down from 13% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 1.2% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 18% per year.お知らせ • Feb 23Nickel Industries Limited to Report Fiscal Year 2023 Results on Feb 29, 2024Nickel Industries Limited announced that they will report fiscal year 2023 results on Feb 29, 2024お知らせ • Jan 30Nickel Industries Limited Announces Final Dividend for the Fiscal Year 2023, Payable on February 19, 2024Nickel Industries Limited announced an increased final dividend for 2023 of 2.5 cents per share which is a 25% increase on 2023 interim dividend of 2 cents per share. Record date of February 5,2024,Ex Date of February 2, 2024 and Payment Date of February 19, 2024.お知らせ • Jan 05Nickel Industries Limited Announces Mr. Rob Neale Retires as ChairmanAs announced on 20 December 2023, Mr. Rob Neale has retired as Chairman of Nickel Industries Limited, effective 31 December 2023.Recent Insider Transactions • Dec 31MD & Director recently bought AU$502k worth of stockOn the 22nd of December, Justin Werner bought around 746k shares on-market at roughly AU$0.67 per share. This transaction amounted to 2.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Justin has been a buyer over the last 12 months, purchasing a net total of AU$2.4m worth in shares.Buying Opportunity • Dec 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be AU$0.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 87% over the last year. Earnings per share has declined by 49%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings is also forecast to grow by 29% per annum over the same time period.お知らせ • Nov 08Nickel Industries Limited Announces Retirement of Mark Lochtenberg as Non-Executive DirectorNickel Industries Limited announced the retirement of Mr. Mark Lochtenberg as a Non-Executive Director of the Company. Mr. Lochtenberg joined the Board of the Company in March 2017, prior to the Company's listing on the ASXthe following year.お知らせ • Nov 02Nickel Industries Limited Announces Directorate ChangesThe Directors of Nickel Industries Limited announced that following the retirement of Mr. Huang as President Director of Shanghai Decent Investment (Group) Co. Ltd. (Shanghai Decent), that he will also be retiring from as a Non-Executive Director of the Company. His position as Non- Executive Director and a representative of Shanghai Decent will be taken by Mr. Wang Haijun. Mr. Wang is also replacing Mr. Huang as President Director of Shanghai Decent. Mr. Huang joined the Board of the Company in April 2018, in the lead up to the Company's listing on the ASX, when the Company and Shanghai Decent signed their initial Collaboration and Subscription Agreement. Since then, he has been an integral part of the growth of the Company and the partnership between the Company and Shanghai Decent. Mr. Wang is well known to the Company. He was the CEO of Shanghai Decent from 2008 until his move to replace Mr. Huang as President Director of Shanghai Decent. He has worked in various senior roles with Tsingshan since 2004, including as CEO of Ruipu Technology Group from 2013 to 2016. He has a Degree from Beijing University of Aeronautics and Astronautics, majoring in Solid Rocket Engines, as well as post graduate degree from the China Academy of Launch Vehicle Technology majoring in Liquid Rocket Engines.お知らせ • Oct 16Nickel Industries Limited to Report Q3, 2023 Results on Oct 31, 2023Nickel Industries Limited announced that they will report Q3, 2023 results on Oct 31, 2023New Risk • Sep 25New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 57% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (57% increase in shares outstanding). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (5.7% net profit margin).お知らせ • Sep 22+ 1 more updateNickel Industries Limited Appoints Muliady Sutio as Non-Executive DirectorThe Directors of Nickel Industries Limited announced the appointment of Mr. Muliady Sutio as a Non-Executive Director satisfying United Tractors right to a Board seat upon completion of their 19.99% equity interest in the Company. Date of appointment is on 21 September 2023. Mr. Sutio currently serves as the President Director of PT Danusa Tambang Nusantara now a 19.9% Nickel Industries shareholder, PT Agincourt Resources who operate the world class 6.5 million ounces resources Martabe gold mine and is Commissioner of PT Energia Prima Nusantara a renewable energy company with interests in Solar and Hydro, PT Persada Tambang Mulia, PT Sumbawa Jutaraya, PT Bhumi Jepara Services and PT Unitra Nusantara Persada, all of which are subsidiaries companies of the United Tractors group. He has a Bachelor of Industrial Engineering degree from Trisakti University in 1994. His career began at PT Astra International Tbk in 1994 as an Efficiency Division Analyst and he later became a Certified Astra Leadership Performance Coach. After that, he was promoted to co-Project Manager in the Efficiency Division in 1997. Mr. Sutio was appointed as Team Leader for PT Pamapersada Nusantara's business processes in 2000. In 2004, he was appointed as Corporate Planning and System Development Head and in 2007, he was appointed as Head of Supply Management. In 2014, he was appointed as President Director of PT Energia Prima Nusantara, as well as the Director of PT Pama Indo Mining. From 2015 until 2017, he was also appointed President Director of PT Unitra Persada Energia. He also served as the Vice President Director of PT Pamapersada Nusantara who is Indonesia's larger mining contractor with over 22,000 employees from 2019 until 2022. He previously served as Director of the Company (2013-2019).Reported Earnings • Sep 01First half 2023 earnings released: EPS: US$0.009 (vs US$0.035 in 1H 2022)First half 2023 results: EPS: US$0.009 (down from US$0.035 in 1H 2022). Revenue: US$932.3m (up 81% from 1H 2022). Net income: US$27.1m (down 71% from 1H 2022). Profit margin: 2.9% (down from 18% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 4 years, compared to a 2.7% growth forecast for the Metals and Mining industry in Australia.お知らせ • Aug 18Nickel Industries Limited to Report First Half, 2023 Results on Aug 31, 2023Nickel Industries Limited announced that they will report first half, 2023 results on Aug 31, 2023お知らせ • Aug 05+ 2 more updatesNickel Industries Limited has completed a Follow-on Equity Offering in the amount of AUD 676.929374 million.Nickel Industries Limited has completed a Follow-on Equity Offering in the amount of AUD 676.929374 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 259,103,641 Price\Range: AUD 1.02 Discount Per Security: AUD 0.0204 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 383,365,628 Price\Range: AUD 1.02 Discount Per Security: AUD 0.00408 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 21,186,979 Price\Range: AUD 1.02 Discount Per Security: AUD 0.00408 Transaction Features: Subsequent Direct Listingお知らせ • Aug 02Nickel Industries Limited Announces Dividend for the Six Months Ended June 30, 2023, Payable on August 14, 2023Nickel Industries Limited announced that dividend of AUD 0.020 per share for the six months ended June 30, 2023. Ex-date is August 3, 2023. Record date is August 4, 2023. Payment date is August 14, 2023.お知らせ • Jul 12Nickel Industries Limited to Report Q2, 2023 Results on Jul 31, 2023Nickel Industries Limited announced that they will report Q2, 2023 results on Jul 31, 2023Recent Insider Transactions • Jun 28Non-Executive Director recently bought AU$304k worth of stockOn the 26th of June, Weifeng Huang bought around 350k shares on-market at roughly AU$0.87 per share. This transaction amounted to 10.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth AU$1.9m. Insiders have collectively bought AU$2.2m more in shares than they have sold in the last 12 months.お知らせ • Jun 27Nickel Industries Limited Announces Oracle Nickel Power Plant Commences CommissioningThe Directors of Nickel Industries Limited announced that the Company's 70%-owned Oracle Nickel Project (`Oracle Nickel' or `the Project') has commenced commissioning of its 380MW power plant within the Indonesia Morowali Industrial Park (`IMIP') in Central Sulawesi. While the Project's 4 RKEF lines have been progressively commissioned over the last several months, limited power availability within the IMIP electricity grid has restricted production levels to approximately 80% of nameplate capacity. With the power plant now commissioned, production levels at the Project are expected to steadily increase to approximately 130% of nameplate capacity, in line with the historical outperformance above nameplate capacity of the Company's established RKEF operations. As with the Company's replica Angel Nickel Project within the Indonesia Weda Bay Industrial Park (`IWIP') on Halmahera Island, Oracle Nickel's RKEF lines are expected to benefit from a saving of over 20% on electricity charges, which currently account for approximately 25% of total operating cash costs.お知らせ • May 09Nickel Industries Limited Finalizes Appointment of Xiang Binghe as Non-Executive DirectorThe Directors of Nickel Industries Limited advised that, further to the ASX announcement of 23 December 2022, the appointment of Mr. Xiang Binghe as a Non-Executive Director of the Company has now been finalised. Mr. Xiang has been a key member of the rapid development of Tsingshan since 2000. His previous experience spans many senior roles and operations including head of AOD Department of Zhejiang Tsingshan Special Steel Company Limited, the General Manager of ZhejiangTsingshan Steel Company Limited, the Chairman of Zhejiang Ruipu Machinery Company Limited, the Vice President of Ruipu Technology Group Company Limited, the Chairman of Fujian Dingxin Nickel Company Limited and the Vice Chairman of Tsingtuo Group Company Limited. Mr. Xiang has already played a key role in the development of the Company's RKEF operations, as a Shanghai Decent nominee to the Board of the Company's Indonesian RKEF entities, as well as director of the Company's Singaporean subsidiary holding companies. In his current role as Chairman of Eternal Tsingshan he has successfully led the management, development and operations of the Indonesia Morowali Industrial Park and the Indonesia Weda Bay Industrial Park.Recent Insider Transactions • Apr 07MD & Director recently bought AU$1.9m worth of stockOn the 5th of April, Justin Werner bought around 2m shares on-market at roughly AU$0.90 per share. This transaction amounted to 7.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Justin's only on-market trade for the last 12 months.Reported Earnings • Feb 28Full year 2022 earnings released: EPS: US$0.059 (vs US$0.055 in FY 2021)Full year 2022 results: EPS: US$0.059 (up from US$0.055 in FY 2021). Revenue: US$1.22b (up 88% from FY 2021). Net income: US$159.0m (up 15% from FY 2021). Profit margin: 13% (down from 21% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% p.a. on average during the next 5 years, while revenues in the Metals and Mining industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.お知らせ • Feb 06Nickel Industries Limited to Report Fiscal Year 2022 Results on Feb 28, 2023Nickel Industries Limited announced that they will report fiscal year 2022 results on Feb 28, 2023お知らせ • Jan 20Nickel Industries Limited has completed a Follow-on Equity Offering in the amount of AUD 673.468571 million.Nickel Industries Limited has completed a Follow-on Equity Offering in the amount of AUD 673.468571 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 660,263,305 Price\Range: AUD 1.02 Discount Per Security: AUD 0.0204 Transaction Features: Subsequent Direct Listingお知らせ • Jan 19Nickel Industries Limited (ASX:NIC) acquired 10% stake in Oracle Nickel Project from Shanghai Decent Investment (Group) Co., Ltd. for $75 million.Nickel Industries Limited (ASX:NIC) acquired 10% stake in Oracle Nickel Project from Shanghai Decent Investment (Group) Co., Ltd. for $75 million on January 18, 2023. To fund the Acquired Assets and Acquired Options the Company is undertaking a $471 million capital raise.Completion of the additional 10% interest in Oracle Nickel Project is conditional upon the completion of the HNC acquisition. The majority of the proceeds of the Equity Raise will be put towards acquiring additional 10% interest in Oracle Nickel Project.お知らせ • Jan 12Nickel Industries Limited to Report Q2, 2023 Results on Jan 31, 2023Nickel Industries Limited announced that they will report Q2, 2023 results on Jan 31, 2023Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Non-Executive Chairman Rob Neale was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Sep 01First half 2022 earnings released: EPS: US$0.035 (vs US$0.026 in 1H 2021)First half 2022 results: EPS: US$0.035 (up from US$0.026 in 1H 2021). Revenue: US$515.0m (up 78% from 1H 2021). Net income: US$92.4m (up 42% from 1H 2021). Profit margin: 18% (down from 23% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 23% compared to a 87,092% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 14Nickel Industries Limited to Report Q2, 2022 Results on Jul 28, 2022Nickel Industries Limited announced that they will report Q2, 2022 results on Jul 28, 2022Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Non-Executive Chairman Rob Neale was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 20Nickel Mines Limited to Report Q1, 2022 Results on Apr 28, 2022Nickel Mines Limited announced that they will report Q1, 2022 results on Apr 28, 2022Recent Insider Transactions • Mar 12Non-Executive Director recently bought AU$393k worth of stockOn the 10th of March, Weifeng Huang bought around 295k shares on-market at roughly AU$1.33 per share. In the last 3 months, they made an even bigger purchase worth AU$895k. Insiders have collectively bought AU$6.1m more in shares than they have sold in the last 12 months.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to AU$1.23, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Metals and Mining industry in Australia. Total returns to shareholders of 235% over the past three years.Recent Insider Transactions • Mar 04Non-Executive Director recently bought AU$182k worth of stockOn the 1st of March, Weifeng Huang bought around 120k shares on-market at roughly AU$1.52 per share. In the last 3 months, they made an even bigger purchase worth AU$895k. Insiders have collectively bought AU$5.7m more in shares than they have sold in the last 12 months.Reported Earnings • Feb 24Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$0.055 (down from US$0.057 in FY 2020). Revenue: US$645.9m (up 23% from FY 2020). Net income: US$137.9m (up 25% from FY 2020). Profit margin: 21% (in line with FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 47%, compared to a 761% growth forecast for the mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 22Nickel Mines Limited to Report Fiscal Year 2021 Results on Feb 23, 2022Nickel Mines Limited announced that they will report fiscal year 2021 results on Feb 23, 2022お知らせ • Jan 28Nickel Mines Limited Announces Angel Nickel Project Produces First NPINickel Mines Limited announced that the Company's 80%-owned Angel Nickel Project (`Angel Nickel' or `ANI') within the Indonesia Weda Bay Industrial Park (`IWIP') on Halmahera Island, has entered its commissioning phase with the first of its four RKEF lines having commenced nickel pig iron (`NPI') production. This maiden `NPI tap' occurred on 25 January and will see a further accelerated timetable where the Project's other three RKEF lines will be progressively commissioned over the following 60 to 90 days, resulting in all four RKEF lines anticipated to have commenced operations by the end of April 2022. The introduction of ANI will be transformative to the Company's existing operations, more than doubling annual attributable nickel metal nameplate capacity from 24.0kt to 52.8kt with the introduction of the Oracle Nickel Project (`ONI') by First Quarter 2023 set to further increase attributable nickel metal nameplate capacity to 78kt pa. The ANI power plant is scheduled to commence commissioning by the end of September 2022 ahead of the October 2022 contractual delivery date, with the ANI project utilising power from the operating power plants within IWIP in the interim. During this period NPI production from ANI's RKEF lines will run at less than 100% of the 36,000 tonnes of nickel metal production nameplate capacity per annum depending on power availability. Full NPI production capacity is expected to be achieved around one month after the commissioning of the ANI power plant. As with the Company's existing HNI and RNI projects, ANI will require the issuance of an Industrial Business Licence (Izin Usaha Industri) (`IUI') to commence commercial sales of NPI. Any NPI produced ahead of the IUI issuance will be stockpiled (as was the case with initial HNI and RNI sales) however it is presently anticipated ANI's IUI will be in place to allow first commercial sales to be recorded in early Second Quarter 2022.Recent Insider Transactions • Dec 25Non-Executive Director recently bought AU$895k worth of stockOn the 21st of December, Weifeng Huang bought around 675k shares on-market at roughly AU$1.33 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$5.2m more in shares than they have sold in the last 12 months.お知らせ • Dec 23Nickel Mines Limited (ASX:NIC) signed a Conditional Share Purchase Agreement to acquire Tablasufa Nickel Project from Bolt Metals Corp. (CNSX:BOLT) for $8.5 million.Nickel Mines Limited (ASX:NIC) signed a Conditional Share Purchase Agreement to acquire Tablasufa Nickel Project from Bolt Metals Corp. (CNSX:BOLT) for $8.5 million on December 22, 2021. The transaction is subject to completion of satisfactory due diligence, at Nickel Mines absolute discretion, extension of the Tablasufa Production IUP and positive Bolt Metals shareholder approval.Valuation Update With 7 Day Price Move • Nov 23Investor sentiment improved over the past weekAfter last week's 18% share price gain to AU$1.28, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Metals and Mining industry in Australia. Total returns to shareholders of 481% over the past three years.Recent Insider Transactions • Oct 09MD & Director (Leave of Absence) recently bought AU$500k worth of stockOn the 7th of October, Justin Werner bought around 556k shares on-market at roughly AU$0.90 per share. This was the largest purchase by an insider in the last 3 months. This was Justin's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 20% share price gain to US$1.18, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Metals and Mining industry in Australia. Total returns to shareholders of 106% over the past year.Recent Insider Transactions • Jul 03Non-Executive Director recently bought AU$481k worth of stockOn the 30th of June, Weifeng Huang bought around 480k shares on-market at roughly AU$1.00 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$2.3m. Insiders have collectively bought AU$3.8m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Apr 28Independent Non-Executive Director recently bought AU$2.3m worth of stockOn the 27th of April, Mark Lochtenberg bought around 2m shares on-market at roughly AU$1.15 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Analyst Estimate Surprise Post Earnings • Feb 25Revenue beats expectationsRevenue exceeded analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 17%, compared to a 147% growth forecast for the Metals and Mining industry in Australia.Reported Earnings • Feb 25Full year 2020 earnings released: EPS US$0.057 (vs US$0.069 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$523.5m (up 11% from FY 2019). Net income: US$110.6m (down 2.1% from FY 2019). Profit margin: 21% (down from 24% in FY 2019). The decrease in margin was driven by higher expenses. Production and reserves: Nickel Production: 30,618 t Number of mines: 2 (2 in FY 2019)Is New 90 Day High Low • Feb 24New 90-day high: AU$1.46The company is up 36% from its price of AU$1.07 on 26 November 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.84 per share.Is New 90 Day High Low • Jan 21New 90-day high: AU$1.30The company is up 32% from its price of AU$0.98 on 23 October 2020. The Australian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.19 per share.お知らせ • Jan 20Nickel Mines Limited Announces Amendments to RKEF Projects Collaboration AgreementsNickel Mines Limited announced negotiating amendments to the Collaboration Agreements governing the Hengjaya Nickel, Ranger Nickel and Angel Nickel RKEF projects with the Company's partner, Shanghai Decent Investment Group Co., Ltd: A revision to the Hengjaya Nickel and Ranger Nickel offtake pricing methodology for those projects' nickel pig iron production.; A right to acquire an increased 80% equity interest in Angel Nickel (up from 70%).; A USD 6.0 million discount for an early payment of the second stage acquisition of Angel Nickel.Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$1.29, the stock is trading at a trailing P/E ratio of 14.3x, up from the previous P/E ratio of 12.3x. This compares to an average P/E of 14x in the Metals and Mining industry in Australia. Total returns to shareholders over the past year are 90%.Is New 90 Day High Low • Jan 06New 90-day high: AU$1.19The company is up 58% from its price of AU$0.75 on 09 October 2020. The Australian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.56 per share.Is New 90 Day High Low • Dec 15New 90-day high: AU$1.12The company is up 57% from its price of AU$0.71 on 16 September 2020. The Australian market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$8.53 per share.Valuation Update With 7 Day Price Move • Nov 26Market bids up stock over the past weekAfter last week's 17% share price gain to US$1.09, the stock is trading at a trailing P/E ratio of 11.5x, up from the previous P/E ratio of 9.8x. This compares to an average P/E of 12x in the Metals and Mining industry in Australia. Total returns to shareholders over the past year are 85%.Is New 90 Day High Low • Nov 20New 90-day high: AU$1.02The company is up 59% from its price of AU$0.64 on 21 August 2020. The Australian market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$4.84 per share.お知らせ • Oct 16Nickel Mines Limited (ASX:NIC) signed a memorandum of understanding to acquire 70% in development project in North Maluku from Shanghai Decent Investment (Group) Co., Ltd. for $490 million.Nickel Mines Limited (ASX:NIC) signed a memorandum of understanding to acquire 70% in development project in North Maluku from Shanghai Decent Investment (Group) Co., Ltd. for $490 million on October 16, 2020. As per terms, $210 million is payable at the end of first quarter of 2021 to secure an initial 30% interest and $280 million by the end of fourth quarter of 2021 to secure a further 40% interest. Out of $210 million, $10 million is paid on execution of memorandum of understanding and $20 million upon execution of definitive agreement. This initial $30 million is funded from existing cash reserves with the remaining $460 million to be funded from a combination of cash reserves, debt and equity. The transaction is subject to the execution of a binding definitive agreement and shareholder approval.Is New 90 Day High Low • Oct 13New 90-day high: AU$0.78The company is up 27% from its price of AU$0.61 on 15 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.66 per share.お知らせ • Aug 27PT Harum Energy Tbk (IDX:HRUM) acquired 3.22% stake in Nickel Mines Limited (ASX:NIC) for AUD 34.3 million.PT Harum Energy Tbk (IDX:HRUM) acquired 3.22% stake in Nickel Mines Limited (ASX:NIC) for AUD 34.3 million on May 29, 2020. As per terms, PT Harum Energy Tbk acquired 68.5 million shares of Nickel Mines Limited. PT Harum Energy Tbk (IDX:HRUM) completed the acquisition of 3.22% stake in Nickel Mines Limited (ASX:NIC) on May 29, 2020.お知らせ • Jun 30Nickel Mines Limited (ASX:NIC) completed the acquisition of additional 20% in Hengjaya Nickel RKEF Project and Ranger Nickel RKEF Project from Shanghai Decent Investment Group Co., Ltd for approximately AUD 230 million.Nickel Mines Limited (ASX:NIC) agreed to acquire additional 20% in Hengjaya Nickel RKEF Project and Ranger Nickel RKEF Project from Shanghai Decent Investment Group Co., Ltd for approximately AUD 230 million on May 19, 2020. The consideration comprises $60 million (AUD 92.2 million) for each 20% in both the projects and $30 million (AUD 46.1 million) for estimated share of undistributed retained earnings of Shanghai Decent Investment Group Co., Ltd. Shanghai Decent Investment Group Co., Ltd currently holds 40% stake in both the projects. Post completion, Nickel Mines Limited will hold 80% stake and Shanghai Decent Investment will hold 20% stake in the projects. The cash consideration payable will be funded from internal cash of AUD 9 million and majority from gross proceeds of an entitlement offer of 462.6 million new shares at AUD 0.5 per share for AUD 231.3 million. The transaction is subject to approval from shareholders of Nickel Mines Limited in meeting due on May 29, 2020. On May 29, 2020, Annual General Meeting of Nickel Mines Limited approved the transaction. The deal is expected to close on June 30, 2020. Nickel Mines Limited (ASX:NIC) completed the acquisition of additional 20% in Hengjaya Nickel RKEF Project and Ranger Nickel RKEF Project from Shanghai Decent Investment Group Co., Ltd for approximately AUD 230 million on June 30, 2020.株主還元NICAU Metals and MiningAU 市場7D-5.6%-4.3%-0.4%1Y20.7%43.3%2.0%株主還元を見る業界別リターン: NIC過去 1 年間で43.3 % の収益を上げたAustralian Metals and Mining業界を下回りました。リターン対市場: NIC過去 1 年間で2 % の収益を上げたAustralian市場を上回りました。価格変動Is NIC's price volatile compared to industry and market?NIC volatilityNIC Average Weekly Movement5.9%Metals and Mining Industry Average Movement11.6%Market Average Movement9.5%10% most volatile stocks in AU Market16.7%10% least volatile stocks in AU Market3.9%安定した株価: NIC 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: NICの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2007n/aJustin Wernerwww.nickelindustries.comニッケル・インダストリーズ社は、ニッケル鉱石の採掘、ニッケル銑鉄、コバルト、ニッケルマットの生産活動を行っている。また、電気自動車のサプライチェーンで使用される混合水酸化物沈殿物の生産にも携わっている。以前はNickel Mines Limitedとして知られ、2022年6月にNickel Industries Limitedに社名を変更した。2007年に法人化され、オーストラリアのシドニーに本社を置く。もっと見るNickel Industries Limited 基礎のまとめNickel Industries の収益と売上を時価総額と比較するとどうか。NIC 基礎統計学時価総額AU$3.86b収益（TTM）-AU$82.08m売上高(TTM)AU$2.37b1.6xP/Sレシオ-47.1xPER（株価収益率NIC は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計NIC 損益計算書（TTM）収益US$1.65b売上原価US$1.37b売上総利益US$280.96mその他の費用US$338.02m収益-US$57.06m直近の収益報告Dec 31, 2025次回決算日Jul 29, 2026一株当たり利益（EPS）-0.013グロス・マージン17.04%純利益率-3.46%有利子負債／自己資本比率49.9%NIC の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/11 02:54終値2026/07/10 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Nickel Industries Limited 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16 アナリスト機関Taylor GuyotBarrenjoey Markets Pty LimitedRichard KnightsBarrenjoey Markets Pty LimitedDale KoendersBarrenjoey Markets Pty Limited13 その他のアナリストを表示
お知らせ • Jul 04Nickel Industries Limited to Report Q2, 2026 Results on Jul 29, 2026Nickel Industries Limited announced that they will report Q2, 2026 results on Jul 29, 2026
お知らせ • Jun 17Nickel Industries Limited Announces ENC Project CommissioningNickel Industries Limited announced that commissioning at the Excelsior Nickel Cobalt HPAL project (ENC) is well underway, with the limonite feed preparation plant receiving first ore in May. In the coming week, the sulphuric acid plant will be ignited and the first of three autoclaves commissioned, after which the ore pipeline infrastructure will transport first slurry between Hengjaya Mine and the ENC Smelter. First ore to the autoclave is expected by early July, with mixed hydroxide precipitate (MHP) from the Smelter anticipated by mid-July.
お知らせ • Apr 24Nickel Industries Limited, Annual General Meeting, May 26, 2026Nickel Industries Limited, Annual General Meeting, May 26, 2026. Location: dla piper australia, level 22, no.1 martin place, sydney, nsw, Australia
お知らせ • Apr 17Nickel Industries Limited to Report Q1, 2026 Results on Apr 29, 2026Nickel Industries Limited announced that they will report Q1, 2026 results at 10:00 AM, AUS Eastern Standard Time on Apr 29, 2026
お知らせ • Feb 20Nickel Industries Limited to Report Fiscal Year 2025 Results on Feb 23, 2026Nickel Industries Limited announced that they will report fiscal year 2025 results on Feb 23, 2026
お知らせ • Jan 19Nickel Industries Limited to Report Q4, 2025 Results on Jan 29, 2026Nickel Industries Limited announced that they will report Q4, 2025 results on Jan 29, 2026
お知らせ • Jul 04Nickel Industries Limited to Report Q2, 2026 Results on Jul 29, 2026Nickel Industries Limited announced that they will report Q2, 2026 results on Jul 29, 2026
お知らせ • Jun 17Nickel Industries Limited Announces ENC Project CommissioningNickel Industries Limited announced that commissioning at the Excelsior Nickel Cobalt HPAL project (ENC) is well underway, with the limonite feed preparation plant receiving first ore in May. In the coming week, the sulphuric acid plant will be ignited and the first of three autoclaves commissioned, after which the ore pipeline infrastructure will transport first slurry between Hengjaya Mine and the ENC Smelter. First ore to the autoclave is expected by early July, with mixed hydroxide precipitate (MHP) from the Smelter anticipated by mid-July.
お知らせ • Apr 24Nickel Industries Limited, Annual General Meeting, May 26, 2026Nickel Industries Limited, Annual General Meeting, May 26, 2026. Location: dla piper australia, level 22, no.1 martin place, sydney, nsw, Australia
お知らせ • Apr 17Nickel Industries Limited to Report Q1, 2026 Results on Apr 29, 2026Nickel Industries Limited announced that they will report Q1, 2026 results at 10:00 AM, AUS Eastern Standard Time on Apr 29, 2026
お知らせ • Feb 20Nickel Industries Limited to Report Fiscal Year 2025 Results on Feb 23, 2026Nickel Industries Limited announced that they will report fiscal year 2025 results on Feb 23, 2026
お知らせ • Jan 19Nickel Industries Limited to Report Q4, 2025 Results on Jan 29, 2026Nickel Industries Limited announced that they will report Q4, 2025 results on Jan 29, 2026
Board Change • Dec 24Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Emma Hall was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 29First half 2025 earnings released: EPS: US$0.003 (vs US$0.001 in 1H 2024)First half 2025 results: EPS: US$0.003 (up from US$0.001 in 1H 2024). Revenue: US$829.7m (down 1.6% from 1H 2024). Net income: US$11.3m (up 119% from 1H 2024). Profit margin: 1.4% (up from 0.6% in 1H 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
Board Change • Aug 18Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Emma Hall was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Aug 11Nickel Industries Limited to Report First Half, 2025 Results on Aug 28, 2025Nickel Industries Limited announced that they will report first half, 2025 results on Aug 28, 2025
お知らせ • Jul 09Nickel Industries Limited to Report Q2, 2025 Results on Jul 30, 2025Nickel Industries Limited announced that they will report Q2, 2025 results on Jul 30, 2025
お知らせ • Apr 17Nickel Industries Limited, Annual General Meeting, May 22, 2025Nickel Industries Limited, Annual General Meeting, May 22, 2025. Location: at level 5, 1 margaret street, sydney nsw Australia
お知らせ • Apr 07Nickel Industries Limited to Report Q3, 2025 Results on Apr 29, 2025Nickel Industries Limited announced that they will report Q3, 2025 results on Apr 29, 2025
お知らせ • Mar 21Nickel Industries Receives Approval from the Ministry of Mines (ESDM) for Its Techno Economic Feasibility StudyNickel Industries Limited advised that it has received approval from the Ministry of Mines (ESDM) for its techno economic feasibility study (Feasibility Study) to increase the Company's 80%-owned Hengjaya Mine from 9 million wet metric tonnes (wmt) pa in ore sales to 19 million wmt pa. Now that the Feasibility Study has been approved, the Company will shortly submit an environmental impact study (AMDAL), which is the next step to achieve an increased Rencana Kerja dan Anggaran Biaya (RKAB), the triennial work and budget plan for operations.
お知らせ • Mar 12Nickel Industries Limited Announces Resignation of Dasa Sutantio as A Non-Executive DirectorNickel Industries Limited announced the resignation of Mr. Dasa Sutantio as a Non-Executive Director of the Company, effective 11 March 2025.
お知らせ • Feb 24Nickel Industries Limited Declares Dividend for the Period of Six Months Ended December 31, 2024, Payable on March 21, 2025Nickel Industries Limited declared a dividend for the period of six months ended December 31, 2024, of AUD 0.01500000. Ex Date is February 27, 2025, Record Date is February 28, 2025, and Payment Date is March 21, 2025.
お知らせ • Feb 21Nickel Industries Limited to Report Fiscal Year 2024 Results on Feb 24, 2025Nickel Industries Limited announced that they will report fiscal year 2024 results on Feb 24, 2025
Board Change • Feb 04High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Emma Hall was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 16Nickel Industries Limited to Report Q4, 2024 Results on Jan 30, 2025Nickel Industries Limited announced that they will report Q4, 2024 results on Jan 30, 2025
Board Change • Dec 24High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Emma Hall was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 17Nickel Industries Limited to Report Q3, 2024 Results on Oct 31, 2024Nickel Industries Limited announced that they will report Q3, 2024 results on Oct 31, 2024
Reported Earnings • Aug 30First half 2024 earnings released: EPS: US$0.001 (vs US$0.009 in 1H 2023)First half 2024 results: EPS: US$0.001 (down from US$0.009 in 1H 2023). Revenue: US$843.3m (down 9.5% from 1H 2023). Net income: US$5.14m (down 81% from 1H 2023). Profit margin: 0.6% (down from 2.9% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 21Nickel Industries Limited to Report First Half, 2024 Results on Aug 29, 2024Nickel Industries Limited announced that they will report first half, 2024 results on Aug 29, 2024
Buy Or Sell Opportunity • Jul 23Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to AU$0.79. The fair value is estimated to be AU$1.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 47% over the last 3 years. Earnings per share has declined by 17%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 35% per annum over the same time period.
お知らせ • Jul 18Nickel Industries Limited to Report Q2, 2024 Results on Jul 31, 2024Nickel Industries Limited announced that they will report Q2, 2024 results on Jul 31, 2024
Board Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Emma Hall was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 30Nickel Industries Limited, Annual General Meeting, May 31, 2024Nickel Industries Limited, Annual General Meeting, May 31, 2024, at 11:00 E. Australia Standard Time. Location: Level 5, 1 Margaret Street Sydney Sydney New South Wales Australia Agenda: To consider approval of remuneration report; to consider re-election of Dasa Sutantio as a director; to consider re-election of Muliady Sutio as a director; to consider re-election of Haijun wang as a director; to consider re-election of Binghe Xiang as a director; to consider re-election of Yuanyuan xu as a director; and to consider other matters.
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: US$0.036 (vs US$0.059 in FY 2022)Full year 2023 results: EPS: US$0.036 (down from US$0.059 in FY 2022). Revenue: US$1.88b (up 55% from FY 2022). Net income: US$121.6m (down 24% from FY 2022). Profit margin: 6.5% (down from 13% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 1.2% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 18% per year.
お知らせ • Feb 23Nickel Industries Limited to Report Fiscal Year 2023 Results on Feb 29, 2024Nickel Industries Limited announced that they will report fiscal year 2023 results on Feb 29, 2024
お知らせ • Jan 30Nickel Industries Limited Announces Final Dividend for the Fiscal Year 2023, Payable on February 19, 2024Nickel Industries Limited announced an increased final dividend for 2023 of 2.5 cents per share which is a 25% increase on 2023 interim dividend of 2 cents per share. Record date of February 5,2024,Ex Date of February 2, 2024 and Payment Date of February 19, 2024.
お知らせ • Jan 05Nickel Industries Limited Announces Mr. Rob Neale Retires as ChairmanAs announced on 20 December 2023, Mr. Rob Neale has retired as Chairman of Nickel Industries Limited, effective 31 December 2023.
Recent Insider Transactions • Dec 31MD & Director recently bought AU$502k worth of stockOn the 22nd of December, Justin Werner bought around 746k shares on-market at roughly AU$0.67 per share. This transaction amounted to 2.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Justin has been a buyer over the last 12 months, purchasing a net total of AU$2.4m worth in shares.
Buying Opportunity • Dec 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be AU$0.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 87% over the last year. Earnings per share has declined by 49%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings is also forecast to grow by 29% per annum over the same time period.
お知らせ • Nov 08Nickel Industries Limited Announces Retirement of Mark Lochtenberg as Non-Executive DirectorNickel Industries Limited announced the retirement of Mr. Mark Lochtenberg as a Non-Executive Director of the Company. Mr. Lochtenberg joined the Board of the Company in March 2017, prior to the Company's listing on the ASXthe following year.
お知らせ • Nov 02Nickel Industries Limited Announces Directorate ChangesThe Directors of Nickel Industries Limited announced that following the retirement of Mr. Huang as President Director of Shanghai Decent Investment (Group) Co. Ltd. (Shanghai Decent), that he will also be retiring from as a Non-Executive Director of the Company. His position as Non- Executive Director and a representative of Shanghai Decent will be taken by Mr. Wang Haijun. Mr. Wang is also replacing Mr. Huang as President Director of Shanghai Decent. Mr. Huang joined the Board of the Company in April 2018, in the lead up to the Company's listing on the ASX, when the Company and Shanghai Decent signed their initial Collaboration and Subscription Agreement. Since then, he has been an integral part of the growth of the Company and the partnership between the Company and Shanghai Decent. Mr. Wang is well known to the Company. He was the CEO of Shanghai Decent from 2008 until his move to replace Mr. Huang as President Director of Shanghai Decent. He has worked in various senior roles with Tsingshan since 2004, including as CEO of Ruipu Technology Group from 2013 to 2016. He has a Degree from Beijing University of Aeronautics and Astronautics, majoring in Solid Rocket Engines, as well as post graduate degree from the China Academy of Launch Vehicle Technology majoring in Liquid Rocket Engines.
お知らせ • Oct 16Nickel Industries Limited to Report Q3, 2023 Results on Oct 31, 2023Nickel Industries Limited announced that they will report Q3, 2023 results on Oct 31, 2023
New Risk • Sep 25New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 57% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (57% increase in shares outstanding). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (5.7% net profit margin).
お知らせ • Sep 22+ 1 more updateNickel Industries Limited Appoints Muliady Sutio as Non-Executive DirectorThe Directors of Nickel Industries Limited announced the appointment of Mr. Muliady Sutio as a Non-Executive Director satisfying United Tractors right to a Board seat upon completion of their 19.99% equity interest in the Company. Date of appointment is on 21 September 2023. Mr. Sutio currently serves as the President Director of PT Danusa Tambang Nusantara now a 19.9% Nickel Industries shareholder, PT Agincourt Resources who operate the world class 6.5 million ounces resources Martabe gold mine and is Commissioner of PT Energia Prima Nusantara a renewable energy company with interests in Solar and Hydro, PT Persada Tambang Mulia, PT Sumbawa Jutaraya, PT Bhumi Jepara Services and PT Unitra Nusantara Persada, all of which are subsidiaries companies of the United Tractors group. He has a Bachelor of Industrial Engineering degree from Trisakti University in 1994. His career began at PT Astra International Tbk in 1994 as an Efficiency Division Analyst and he later became a Certified Astra Leadership Performance Coach. After that, he was promoted to co-Project Manager in the Efficiency Division in 1997. Mr. Sutio was appointed as Team Leader for PT Pamapersada Nusantara's business processes in 2000. In 2004, he was appointed as Corporate Planning and System Development Head and in 2007, he was appointed as Head of Supply Management. In 2014, he was appointed as President Director of PT Energia Prima Nusantara, as well as the Director of PT Pama Indo Mining. From 2015 until 2017, he was also appointed President Director of PT Unitra Persada Energia. He also served as the Vice President Director of PT Pamapersada Nusantara who is Indonesia's larger mining contractor with over 22,000 employees from 2019 until 2022. He previously served as Director of the Company (2013-2019).
Reported Earnings • Sep 01First half 2023 earnings released: EPS: US$0.009 (vs US$0.035 in 1H 2022)First half 2023 results: EPS: US$0.009 (down from US$0.035 in 1H 2022). Revenue: US$932.3m (up 81% from 1H 2022). Net income: US$27.1m (down 71% from 1H 2022). Profit margin: 2.9% (down from 18% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 4 years, compared to a 2.7% growth forecast for the Metals and Mining industry in Australia.
お知らせ • Aug 18Nickel Industries Limited to Report First Half, 2023 Results on Aug 31, 2023Nickel Industries Limited announced that they will report first half, 2023 results on Aug 31, 2023
お知らせ • Aug 05+ 2 more updatesNickel Industries Limited has completed a Follow-on Equity Offering in the amount of AUD 676.929374 million.Nickel Industries Limited has completed a Follow-on Equity Offering in the amount of AUD 676.929374 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 259,103,641 Price\Range: AUD 1.02 Discount Per Security: AUD 0.0204 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 383,365,628 Price\Range: AUD 1.02 Discount Per Security: AUD 0.00408 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 21,186,979 Price\Range: AUD 1.02 Discount Per Security: AUD 0.00408 Transaction Features: Subsequent Direct Listing
お知らせ • Aug 02Nickel Industries Limited Announces Dividend for the Six Months Ended June 30, 2023, Payable on August 14, 2023Nickel Industries Limited announced that dividend of AUD 0.020 per share for the six months ended June 30, 2023. Ex-date is August 3, 2023. Record date is August 4, 2023. Payment date is August 14, 2023.
お知らせ • Jul 12Nickel Industries Limited to Report Q2, 2023 Results on Jul 31, 2023Nickel Industries Limited announced that they will report Q2, 2023 results on Jul 31, 2023
Recent Insider Transactions • Jun 28Non-Executive Director recently bought AU$304k worth of stockOn the 26th of June, Weifeng Huang bought around 350k shares on-market at roughly AU$0.87 per share. This transaction amounted to 10.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth AU$1.9m. Insiders have collectively bought AU$2.2m more in shares than they have sold in the last 12 months.
お知らせ • Jun 27Nickel Industries Limited Announces Oracle Nickel Power Plant Commences CommissioningThe Directors of Nickel Industries Limited announced that the Company's 70%-owned Oracle Nickel Project (`Oracle Nickel' or `the Project') has commenced commissioning of its 380MW power plant within the Indonesia Morowali Industrial Park (`IMIP') in Central Sulawesi. While the Project's 4 RKEF lines have been progressively commissioned over the last several months, limited power availability within the IMIP electricity grid has restricted production levels to approximately 80% of nameplate capacity. With the power plant now commissioned, production levels at the Project are expected to steadily increase to approximately 130% of nameplate capacity, in line with the historical outperformance above nameplate capacity of the Company's established RKEF operations. As with the Company's replica Angel Nickel Project within the Indonesia Weda Bay Industrial Park (`IWIP') on Halmahera Island, Oracle Nickel's RKEF lines are expected to benefit from a saving of over 20% on electricity charges, which currently account for approximately 25% of total operating cash costs.
お知らせ • May 09Nickel Industries Limited Finalizes Appointment of Xiang Binghe as Non-Executive DirectorThe Directors of Nickel Industries Limited advised that, further to the ASX announcement of 23 December 2022, the appointment of Mr. Xiang Binghe as a Non-Executive Director of the Company has now been finalised. Mr. Xiang has been a key member of the rapid development of Tsingshan since 2000. His previous experience spans many senior roles and operations including head of AOD Department of Zhejiang Tsingshan Special Steel Company Limited, the General Manager of ZhejiangTsingshan Steel Company Limited, the Chairman of Zhejiang Ruipu Machinery Company Limited, the Vice President of Ruipu Technology Group Company Limited, the Chairman of Fujian Dingxin Nickel Company Limited and the Vice Chairman of Tsingtuo Group Company Limited. Mr. Xiang has already played a key role in the development of the Company's RKEF operations, as a Shanghai Decent nominee to the Board of the Company's Indonesian RKEF entities, as well as director of the Company's Singaporean subsidiary holding companies. In his current role as Chairman of Eternal Tsingshan he has successfully led the management, development and operations of the Indonesia Morowali Industrial Park and the Indonesia Weda Bay Industrial Park.
Recent Insider Transactions • Apr 07MD & Director recently bought AU$1.9m worth of stockOn the 5th of April, Justin Werner bought around 2m shares on-market at roughly AU$0.90 per share. This transaction amounted to 7.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Justin's only on-market trade for the last 12 months.
Reported Earnings • Feb 28Full year 2022 earnings released: EPS: US$0.059 (vs US$0.055 in FY 2021)Full year 2022 results: EPS: US$0.059 (up from US$0.055 in FY 2021). Revenue: US$1.22b (up 88% from FY 2021). Net income: US$159.0m (up 15% from FY 2021). Profit margin: 13% (down from 21% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% p.a. on average during the next 5 years, while revenues in the Metals and Mining industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
お知らせ • Feb 06Nickel Industries Limited to Report Fiscal Year 2022 Results on Feb 28, 2023Nickel Industries Limited announced that they will report fiscal year 2022 results on Feb 28, 2023
お知らせ • Jan 20Nickel Industries Limited has completed a Follow-on Equity Offering in the amount of AUD 673.468571 million.Nickel Industries Limited has completed a Follow-on Equity Offering in the amount of AUD 673.468571 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 660,263,305 Price\Range: AUD 1.02 Discount Per Security: AUD 0.0204 Transaction Features: Subsequent Direct Listing
お知らせ • Jan 19Nickel Industries Limited (ASX:NIC) acquired 10% stake in Oracle Nickel Project from Shanghai Decent Investment (Group) Co., Ltd. for $75 million.Nickel Industries Limited (ASX:NIC) acquired 10% stake in Oracle Nickel Project from Shanghai Decent Investment (Group) Co., Ltd. for $75 million on January 18, 2023. To fund the Acquired Assets and Acquired Options the Company is undertaking a $471 million capital raise.Completion of the additional 10% interest in Oracle Nickel Project is conditional upon the completion of the HNC acquisition. The majority of the proceeds of the Equity Raise will be put towards acquiring additional 10% interest in Oracle Nickel Project.
お知らせ • Jan 12Nickel Industries Limited to Report Q2, 2023 Results on Jan 31, 2023Nickel Industries Limited announced that they will report Q2, 2023 results on Jan 31, 2023
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Non-Executive Chairman Rob Neale was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Sep 01First half 2022 earnings released: EPS: US$0.035 (vs US$0.026 in 1H 2021)First half 2022 results: EPS: US$0.035 (up from US$0.026 in 1H 2021). Revenue: US$515.0m (up 78% from 1H 2021). Net income: US$92.4m (up 42% from 1H 2021). Profit margin: 18% (down from 23% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 23% compared to a 87,092% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 14Nickel Industries Limited to Report Q2, 2022 Results on Jul 28, 2022Nickel Industries Limited announced that they will report Q2, 2022 results on Jul 28, 2022
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Non-Executive Chairman Rob Neale was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 20Nickel Mines Limited to Report Q1, 2022 Results on Apr 28, 2022Nickel Mines Limited announced that they will report Q1, 2022 results on Apr 28, 2022
Recent Insider Transactions • Mar 12Non-Executive Director recently bought AU$393k worth of stockOn the 10th of March, Weifeng Huang bought around 295k shares on-market at roughly AU$1.33 per share. In the last 3 months, they made an even bigger purchase worth AU$895k. Insiders have collectively bought AU$6.1m more in shares than they have sold in the last 12 months.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to AU$1.23, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Metals and Mining industry in Australia. Total returns to shareholders of 235% over the past three years.
Recent Insider Transactions • Mar 04Non-Executive Director recently bought AU$182k worth of stockOn the 1st of March, Weifeng Huang bought around 120k shares on-market at roughly AU$1.52 per share. In the last 3 months, they made an even bigger purchase worth AU$895k. Insiders have collectively bought AU$5.7m more in shares than they have sold in the last 12 months.
Reported Earnings • Feb 24Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$0.055 (down from US$0.057 in FY 2020). Revenue: US$645.9m (up 23% from FY 2020). Net income: US$137.9m (up 25% from FY 2020). Profit margin: 21% (in line with FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 47%, compared to a 761% growth forecast for the mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 22Nickel Mines Limited to Report Fiscal Year 2021 Results on Feb 23, 2022Nickel Mines Limited announced that they will report fiscal year 2021 results on Feb 23, 2022
お知らせ • Jan 28Nickel Mines Limited Announces Angel Nickel Project Produces First NPINickel Mines Limited announced that the Company's 80%-owned Angel Nickel Project (`Angel Nickel' or `ANI') within the Indonesia Weda Bay Industrial Park (`IWIP') on Halmahera Island, has entered its commissioning phase with the first of its four RKEF lines having commenced nickel pig iron (`NPI') production. This maiden `NPI tap' occurred on 25 January and will see a further accelerated timetable where the Project's other three RKEF lines will be progressively commissioned over the following 60 to 90 days, resulting in all four RKEF lines anticipated to have commenced operations by the end of April 2022. The introduction of ANI will be transformative to the Company's existing operations, more than doubling annual attributable nickel metal nameplate capacity from 24.0kt to 52.8kt with the introduction of the Oracle Nickel Project (`ONI') by First Quarter 2023 set to further increase attributable nickel metal nameplate capacity to 78kt pa. The ANI power plant is scheduled to commence commissioning by the end of September 2022 ahead of the October 2022 contractual delivery date, with the ANI project utilising power from the operating power plants within IWIP in the interim. During this period NPI production from ANI's RKEF lines will run at less than 100% of the 36,000 tonnes of nickel metal production nameplate capacity per annum depending on power availability. Full NPI production capacity is expected to be achieved around one month after the commissioning of the ANI power plant. As with the Company's existing HNI and RNI projects, ANI will require the issuance of an Industrial Business Licence (Izin Usaha Industri) (`IUI') to commence commercial sales of NPI. Any NPI produced ahead of the IUI issuance will be stockpiled (as was the case with initial HNI and RNI sales) however it is presently anticipated ANI's IUI will be in place to allow first commercial sales to be recorded in early Second Quarter 2022.
Recent Insider Transactions • Dec 25Non-Executive Director recently bought AU$895k worth of stockOn the 21st of December, Weifeng Huang bought around 675k shares on-market at roughly AU$1.33 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$5.2m more in shares than they have sold in the last 12 months.
お知らせ • Dec 23Nickel Mines Limited (ASX:NIC) signed a Conditional Share Purchase Agreement to acquire Tablasufa Nickel Project from Bolt Metals Corp. (CNSX:BOLT) for $8.5 million.Nickel Mines Limited (ASX:NIC) signed a Conditional Share Purchase Agreement to acquire Tablasufa Nickel Project from Bolt Metals Corp. (CNSX:BOLT) for $8.5 million on December 22, 2021. The transaction is subject to completion of satisfactory due diligence, at Nickel Mines absolute discretion, extension of the Tablasufa Production IUP and positive Bolt Metals shareholder approval.
Valuation Update With 7 Day Price Move • Nov 23Investor sentiment improved over the past weekAfter last week's 18% share price gain to AU$1.28, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Metals and Mining industry in Australia. Total returns to shareholders of 481% over the past three years.
Recent Insider Transactions • Oct 09MD & Director (Leave of Absence) recently bought AU$500k worth of stockOn the 7th of October, Justin Werner bought around 556k shares on-market at roughly AU$0.90 per share. This was the largest purchase by an insider in the last 3 months. This was Justin's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 20% share price gain to US$1.18, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Metals and Mining industry in Australia. Total returns to shareholders of 106% over the past year.
Recent Insider Transactions • Jul 03Non-Executive Director recently bought AU$481k worth of stockOn the 30th of June, Weifeng Huang bought around 480k shares on-market at roughly AU$1.00 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$2.3m. Insiders have collectively bought AU$3.8m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Apr 28Independent Non-Executive Director recently bought AU$2.3m worth of stockOn the 27th of April, Mark Lochtenberg bought around 2m shares on-market at roughly AU$1.15 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Analyst Estimate Surprise Post Earnings • Feb 25Revenue beats expectationsRevenue exceeded analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 17%, compared to a 147% growth forecast for the Metals and Mining industry in Australia.
Reported Earnings • Feb 25Full year 2020 earnings released: EPS US$0.057 (vs US$0.069 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$523.5m (up 11% from FY 2019). Net income: US$110.6m (down 2.1% from FY 2019). Profit margin: 21% (down from 24% in FY 2019). The decrease in margin was driven by higher expenses. Production and reserves: Nickel Production: 30,618 t Number of mines: 2 (2 in FY 2019)
Is New 90 Day High Low • Feb 24New 90-day high: AU$1.46The company is up 36% from its price of AU$1.07 on 26 November 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.84 per share.
Is New 90 Day High Low • Jan 21New 90-day high: AU$1.30The company is up 32% from its price of AU$0.98 on 23 October 2020. The Australian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.19 per share.
お知らせ • Jan 20Nickel Mines Limited Announces Amendments to RKEF Projects Collaboration AgreementsNickel Mines Limited announced negotiating amendments to the Collaboration Agreements governing the Hengjaya Nickel, Ranger Nickel and Angel Nickel RKEF projects with the Company's partner, Shanghai Decent Investment Group Co., Ltd: A revision to the Hengjaya Nickel and Ranger Nickel offtake pricing methodology for those projects' nickel pig iron production.; A right to acquire an increased 80% equity interest in Angel Nickel (up from 70%).; A USD 6.0 million discount for an early payment of the second stage acquisition of Angel Nickel.
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$1.29, the stock is trading at a trailing P/E ratio of 14.3x, up from the previous P/E ratio of 12.3x. This compares to an average P/E of 14x in the Metals and Mining industry in Australia. Total returns to shareholders over the past year are 90%.
Is New 90 Day High Low • Jan 06New 90-day high: AU$1.19The company is up 58% from its price of AU$0.75 on 09 October 2020. The Australian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.56 per share.
Is New 90 Day High Low • Dec 15New 90-day high: AU$1.12The company is up 57% from its price of AU$0.71 on 16 September 2020. The Australian market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$8.53 per share.
Valuation Update With 7 Day Price Move • Nov 26Market bids up stock over the past weekAfter last week's 17% share price gain to US$1.09, the stock is trading at a trailing P/E ratio of 11.5x, up from the previous P/E ratio of 9.8x. This compares to an average P/E of 12x in the Metals and Mining industry in Australia. Total returns to shareholders over the past year are 85%.
Is New 90 Day High Low • Nov 20New 90-day high: AU$1.02The company is up 59% from its price of AU$0.64 on 21 August 2020. The Australian market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$4.84 per share.
お知らせ • Oct 16Nickel Mines Limited (ASX:NIC) signed a memorandum of understanding to acquire 70% in development project in North Maluku from Shanghai Decent Investment (Group) Co., Ltd. for $490 million.Nickel Mines Limited (ASX:NIC) signed a memorandum of understanding to acquire 70% in development project in North Maluku from Shanghai Decent Investment (Group) Co., Ltd. for $490 million on October 16, 2020. As per terms, $210 million is payable at the end of first quarter of 2021 to secure an initial 30% interest and $280 million by the end of fourth quarter of 2021 to secure a further 40% interest. Out of $210 million, $10 million is paid on execution of memorandum of understanding and $20 million upon execution of definitive agreement. This initial $30 million is funded from existing cash reserves with the remaining $460 million to be funded from a combination of cash reserves, debt and equity. The transaction is subject to the execution of a binding definitive agreement and shareholder approval.
Is New 90 Day High Low • Oct 13New 90-day high: AU$0.78The company is up 27% from its price of AU$0.61 on 15 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.66 per share.
お知らせ • Aug 27PT Harum Energy Tbk (IDX:HRUM) acquired 3.22% stake in Nickel Mines Limited (ASX:NIC) for AUD 34.3 million.PT Harum Energy Tbk (IDX:HRUM) acquired 3.22% stake in Nickel Mines Limited (ASX:NIC) for AUD 34.3 million on May 29, 2020. As per terms, PT Harum Energy Tbk acquired 68.5 million shares of Nickel Mines Limited. PT Harum Energy Tbk (IDX:HRUM) completed the acquisition of 3.22% stake in Nickel Mines Limited (ASX:NIC) on May 29, 2020.
お知らせ • Jun 30Nickel Mines Limited (ASX:NIC) completed the acquisition of additional 20% in Hengjaya Nickel RKEF Project and Ranger Nickel RKEF Project from Shanghai Decent Investment Group Co., Ltd for approximately AUD 230 million.Nickel Mines Limited (ASX:NIC) agreed to acquire additional 20% in Hengjaya Nickel RKEF Project and Ranger Nickel RKEF Project from Shanghai Decent Investment Group Co., Ltd for approximately AUD 230 million on May 19, 2020. The consideration comprises $60 million (AUD 92.2 million) for each 20% in both the projects and $30 million (AUD 46.1 million) for estimated share of undistributed retained earnings of Shanghai Decent Investment Group Co., Ltd. Shanghai Decent Investment Group Co., Ltd currently holds 40% stake in both the projects. Post completion, Nickel Mines Limited will hold 80% stake and Shanghai Decent Investment will hold 20% stake in the projects. The cash consideration payable will be funded from internal cash of AUD 9 million and majority from gross proceeds of an entitlement offer of 462.6 million new shares at AUD 0.5 per share for AUD 231.3 million. The transaction is subject to approval from shareholders of Nickel Mines Limited in meeting due on May 29, 2020. On May 29, 2020, Annual General Meeting of Nickel Mines Limited approved the transaction. The deal is expected to close on June 30, 2020. Nickel Mines Limited (ASX:NIC) completed the acquisition of additional 20% in Hengjaya Nickel RKEF Project and Ranger Nickel RKEF Project from Shanghai Decent Investment Group Co., Ltd for approximately AUD 230 million on June 30, 2020.
