Added to YB: 2026-01-02
Pitch date: 2025-11-22
VALT.L [bullish]
Valterra Platinum Limited
+34.73%
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 389.9B
Pitch Price
ZAR 1.0K
Price Target
N/A
Dividend
0.34%
EV/EBITDA
25.15
P/E
296.02
EV/Sales
3.98
Sector
Metals and Mining
Category
turnaround
Best Ideas Madrid 2025 - Valterra Platinum Limited
VALT.L: World's lowest-cost PGM producer at cyclical trough. Strong balance sheet + low-cost ops provide resilience. Underinvestment/supply cuts set stage for future deficit. Hybrid vehicle demand bridges to EV adoption. Key risks: prolonged low prices, SA geopolitical instability, operational issues. Catalysts: market rebalancing, mgmt discipline, platinum investment demand. Asymmetric risk/reward at current valuation.
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