Added to YB: 2026-02-27
Pitch date: 2026-02-24
SLP.L [neutral]
Sylvania Platinum Limited
-21.36%
current return
Author Info
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Company Info
Sylvania Platinum Limited, together with its subsidiaries, operates as a producer of platinum group metals including platinum, palladium, and rhodium, and chrome in South Africa.
Market Cap
GBP 285.3M
Pitch Price
GBP 1.19
Price Target
8.10 (+780%)
Dividend
3.35%
EV/EBITDA
3.98
P/E
7.91
EV/Sales
1.47
Sector
Metals and Mining
Category
value
Sylvania Platinum Limited $SLP - Financial Results for the Half Year Ended December 31, 2025
SLP.L (earnings): H1 FY26 record 49,164oz 4E PGM (+9% feed vol, +10% grades), net sales +110% to ~$100M on 55% basket price surge to $2,162/oz ($2,374 Q2). Adj EBITDA +414% to $51M (>50% margin), cash costs $935/oz (low quartile). Thaba JV chromium diversification began. Raised FY26 guidance to 90-93k oz. Interim div 2.00p vs 0.75p prior, $2.5M buyback. $12.3M Hacra impairment. Author PT $8.10 (+400%) on fair P/E 20 vs current 10.
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