Added to YB: 2026-02-27
Pitch date: 2026-02-25
SBSW [neutral]
Sibanye Stillwater Limited
-17.53%
current return
Author Info
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 160.2B
Pitch Price
ZAR 64.86
Price Target
N/A
Dividend
2.31%
EV/EBITDA
9.71
P/E
-30.93
EV/Sales
1.48
Sector
Metals and Mining
Category
dividend
2025 Q4 Earnings Update Part 2: $SBSW
SBSW (holding update): Dividend restored after 2yr suspension. Capital allocation: 1/3 returns, 1/3 debt, 1/3 growth. Burnstone gold project (120k oz/yr, 25yr life) restarted, FID H1 2026, production 18mo post-decision. Impairment reversal adds book value. Exposure: 1/3 gold, 1/3 PGMs (high rhodium), 1/3 battery metals (Europe's largest lithium mine). Stock $3.50→$16 run-up, but still attractive here.
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