Added to YB: 2025-07-31
Pitch date: 2025-06-11
SBSW [bullish]
Sibanye Stillwater Limited
+89.93%
current return
Author Info
No bio for this author
Company Info
Sibanye Stillwater Limited, together with its subsidiaries, operates as a precious metals mining company in South Africa, the United States, Europe, and Australia.
Market Cap
ZAR 136.4B
Pitch Price
ZAR 30.88
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.32
P/E
-38.25
EV/Sales
1.45
Sector
Metals and Mining
Category
value
Sibanye Stillwater Limited - $SBSW
SBSW: PGM miner trading at $7 vs $20 peak in 2021 when Pt/Pd prices were higher. Thesis: sector underinvested ~$18B capex last decade, creating supply deficit while BEV threat overstated (EU/US sales slowing). 40% of global PGM mines at/below cash cost. Catalyst: rising metal prices; risk: economic downturn hitting auto demand.
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