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Kunimine Industries (5388) · RiskWorsened

Disruption and Depletion of Supplies of Mined Ore and Overseas-Imported Raw Ore

First written in FY2016. 2 of 4 entries say "Worsened", first in FY2017. Latest entry: FY2022.

4entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016WorsenedFY2017RestatedFY20212016: 120162017: 120172018: 020182019: 020192020: 020202021: 120212022: 12022
Same theme, other companies
Depletion of mines and ore and supply disruptionsA theme 3 companies write about · 4 as a headwind · 1 as a tailwind

Kunimine Industries moved to the "Worse" side of this theme in 2022.

2 other companies' latest entry also says "Worsened".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2022WorsenedAnnual report

    「We also import ore from some overseas sources, but such imports could become difficult due to disasters or accidents, changes in the international situation and other factors.」

    Changes in the international situation have been explicitly identified, in addition to the previously cited disasters and accidents, as a cause of supply disruptions involving overseas ore, broadening the scope of supply risks.
  2. FY2021RestatedAnnual report

    「Our Group has 3 mining companies that extract ore. We conduct exploratory drilling every year to secure ore reserves, but there is a risk that mining could become impossible due to disasters or accidents, and that ore quality could deteriorate or the ore could become depleted. We also import ore from some overseas sources, but such imports could become difficult due to disasters or accidents.」

    The risks of mining disruptions and depletion at domestic mines and supply disruptions involving imported ore from overseas continue to be disclosed.
  3. FY2017WorsenedAnnual report

    「We also import ore from some overseas sources, but such imports could become difficult due to disasters or accidents.」

    In addition to the risk of mining disruptions and depletion at domestic mines, the risk of difficulties importing ore from overseas has been explicitly disclosed, broadening the scope of supply disruption risks.
  4. FY2016First statedAnnual report

    「Our Group has 3 mining companies that extract ore. We conduct exploratory drilling every year to secure ore reserves, but there is a risk that mining could become impossible due to disasters or accidents, and that ore quality could deteriorate or the ore could become depleted.」

    Raw material supply risks involving 3 domestic mines, annual exploratory drilling and overseas imports.
Moved together

"Expanding orders for pesticide processing by leveraging 3 plants" moved the same way as this thread, in the same document, in 2 of its 4 moves.

22★12
  1. ★This thread
  2. 1Expanding orders for pesticide processing by leveraging 3 plants2×
  3. 2Higher Energy Prices and Raw Material Procurement Prices2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Kunimine Industries's next results are scheduled for 2026-10-30. Read the earnings preview
News
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Disruption and Depletion of Supplies of Mined Ore and Overseas-Imported Raw Ore | KUNIMINE INDUSTRIES CO.,LTD. (5388) | Komori