[Click e-Stock] "JESCO Holdings Set for Nickel Exports Next Month... Re-Rating as Secondary Battery Materials Company Expected"

On September 26, independent research firm ValueFinder analyzed that JESCO Holdings is expected to be re-rated as a secondary battery materials company, with nickel exports set to begin next month. JESCO Holdings participated in the September Corp Day event hosted by ValueFinder the previous day.

Recently, U.S. President Donald Trump has been focusing on expanding ownership of strategic mineral supply chains. News that the White House demanded up to a 10% stake in Lithium Americas sent the company's stock price soaring by about 97% on the same day.

Researcher Lee Chungheon commented, "The performance of secondary battery-related stocks is highly correlated with the supply and pricing of materials. Lithium is used as an anode and electrolyte material for batteries, while nickel is mainly used as a cathode material. Fluctuations in the prices of these materials serve as a barometer for the industry, so they must be closely monitored."

He also explained, "The first shipment from the company's new business, the Philippine nickel mine, is imminent. The nickel grade at the mine located in the Dinagat region of the Philippines is considered high-quality, and close cooperation with the Philippine government has accelerated the business."

He continued, "The company has secured sales channels by signing MOUs with Poly Energy in China and PIRL in Hong Kong. One differentiating factor is that the company's nickel is transported by sea, not by land, unlike other companies."

Finally, he added, "It is positive that, under the exclusive sales contract, 5% of all future sales revenue will be reflected entirely as operating profit. When actual shipments and sales are realized, the company is expected to be re-rated as a secondary battery materials company."