Ano daw?

April 20, 2015 at 1:33 pm 2 comments

excerpt… Indonesia Mining Report Q2 2015
113 Pages

The export ban on raw minerals will significantly impact production growth and hamper investment for Indonesia’s mining industry. We do not expect any moderation of the ban in 2015 as thegovernment seeks to attract foreign direct investment and add value to its mining sector. A possible moderation on the ban on bauxite ore is still on the cards for 2016.

With the boom years in commodity prices behind us, we believe more miners in Indonesia will be forced to put the brakes on investment over the coming quarters. The export ban on raw minerals will significantly impact financial growth in Indonesia’s mining sector. In January 2014, the government implemented the ban on unprocessed minerals, in order to stimulate smelter construction and increase mineral export value. Till this date, the government has maintained its strict ban on bauxite and nickel ore. For nickel, it is unlikely that the government will moderate its ban on ore exports given the steady pipeline of nickel smelters coming online which will help soak up mine production capacity. For bauxite, we believe a potential moderation of the ban on bauxite is still on the cards with potential announcements being made in 2016.

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Entry filed under: Phisix's Closet (PSEi).

References – NIKL, Friendly Talk, DMPL Reference Chart – PX

2 Comments Add your own

  • 1. ren2380  |  April 22, 2015 at 2:07 pm

    Boss spy medyo confusing ung news so bottom line sir malaki pa rin b sir ang advantage ng pinas as far exporting nickel at ung price ng NKL stock ay tataas p rin?

    Reply
    • 2. spyfrat  |  April 22, 2015 at 2:33 pm

      one reason kasi nikl did a waterfall event is yun concern na ma lift yun ban ng ore sa indonesia. im no funda expert, buy 11b income with market cap below 80B (jfc income 5B ata sa 2014 and 225B market cap), i mean its so wow for me. #gigols
      the report is just an excerpt, i dont have the complete copy, mahal at dolyares ang price tag if bilhin.

      Reply

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