Added to YB: 2026-05-05
Pitch date: 2026-05-01
SLP.L [bullish]
Sylvania Platinum Limited
-25.56%
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 0.99
Price Target
N/A
Dividend
3.35%
EV/EBITDA
3.98
P/E
7.91
EV/Sales
1.47
Sector
Metals and Mining
Category
value
Sub-$2 Billion LSE-listed Miners: Small Caps, Big Margins, Zero Hype - Sylvania Platinum Limited
SLP.L: Niche PGM producer retreating chrome tailings in SA Bushveld; ~75k 4E oz/yr at $904/oz cash cost, profitable in most scenarios. Platinum deficit 4 yrs running, 240koz 2026 shortfall per WPIC; SA supply constrained by power/infrastructure. Trades 2.7x EV/EBITDA vs peer VALT at 5.3x, 1.3x EV/Sales vs 2.1x. Bet on PGM price recovery.
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