Added to YB: 2025-02-12
Pitch date: 2025-02-10
IMPUY [bearish]
Impala Platinum Holdings Limited
-139.23%
current return
Author Info
Undervalued and undercovered searches for undervalued stocks with little coverage. Sign up for the newsletter.
Company Info
Impala Platinum Holdings Limited engages in the mining, processing, concentrating, refining, and sale of platinum group metals (PGMs) and associated base metals.
Market Cap
$89.3B
Pitch Price
$5.63
Price Target
15.00 (+11%)
Dividend
N/A
EV/EBITDA
10.12
P/E
-5.14
EV/Sales
1.02
Sector
Metals and Mining
Category
turnaround
A Deep Dive into PGM Miners: Impala Platinum Holdings Limited
IMPUY: PGM miner, 3.38M oz/yr output, but 1.745M oz at risk in decade. High Pd/Rh exposure. $5B mkt cap, cheap if PGM rebounds ($1.5-2.5B FCF potential). Risks: declining mines, high CAPEX, rising costs. 2-3x upside on PGM squeeze, but better risk-reward elsewhere.
Read full article (3 min)