Added to YB: 2025-02-12
Pitch date: 2025-02-10
ANGPY [neutral]
Valterra Platinum Limited
+141.62%
current return
Author Info
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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 207.5B
Pitch Price
ZAR 5.39
Price Target
N/A
Dividend
1.61%
EV/EBITDA
8.53
P/E
29.51
EV/Sales
1.75
Sector
Metals and Mining
Category
N/A
A Deep Dive into PGM Miners: Anglo American Platinum Limited
ANGPY (wait): Largest PGM miner, low-cost producer ($1k/oz), only profitable H1 2024. 3.5M oz 2024 production, 10% decline 2025-26. 46% Pt, 33% Pd mix. Inexpensive but slight premium vs peers. Demerger by mid-2025 adds uncertainty. Wait for LSE listing post-Anglo American's 90-day lockup for clarity.
Read full article (2 min)