Added to YB: 2025-02-12
Pitch date: 2025-02-10
SBSW [neutral]
Sibanye Stillwater Limited
+228.42%
current return
Author Info
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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 3.80
Price Target
N/A
Dividend
2.31%
EV/EBITDA
9.71
P/E
-30.93
EV/Sales
1.48
Sector
Metals and Mining
Category
value
A Deep Dive into PGM Miners: Sibanye Stillwater Limited
SBSW: Complex miner w/ gold (500k oz), PGM (SA/US), lithium, uranium JV. $490M DRD Gold stake, $500M Franco-Nevada deal. PGM ops under pressure, high costs vs peers. $3.5B EV, peak earnings $2B+. Vulnerable to PGM prices, but diversified assets offer long-term upside. Asymmetric bet, needs deeper analysis.
Read full article (2 min)