Added to YB: 2025-07-03
Pitch date: 2025-07-01
ANGPY [bullish]
Valterra Platinum Limited
+65.11%
current return
Author Info
No bio for this author
Company Info
Valterra Platinum Limited engages in the production and supply of platinum group metals, base metals, and precious metals in South Africa, Asia, Europe, North America, and internationally.
Market Cap
ZAR 207.5B
Pitch Price
ZAR 800.07
Price Target
N/A
Dividend
1.61%
EV/EBITDA
8.53
P/E
29.51
EV/Sales
1.75
Sector
Metals and Mining
Category
value
Valterra Platinum Limited - $ANGPY
ANGPY: Largest PGM miner (30% global reserves), spin-off from Anglo American. Strong growth in hybrid vehicles (which use more PGMs than ICE) offsetting EV threat. Industry capex low, production falling 16% by 2030. Trades at 2.3x P/B vs 10yr avg 3.2x. Risks: SA political uncertainty, commodity price volatility, technological disruption. Net debt $600M.
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