Added to YB: 2025-02-12
Pitch date: 2025-02-10
ARI.JO [bullish]
African Rainbow Minerals Limited
+21.81%
current return
Author Info
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Company Info
African Rainbow Minerals Limited, through its subsidiaries, operates as a diversified mining and minerals company in South Africa, Malaysia, and Switzerland.
Market Cap
ZAR 32.9B
Pitch Price
ZAR 157.40
Price Target
33.6K (+17404%)
Dividend
8.94%
EV/EBITDA
5.09
P/E
10.47
EV/Sales
2.55
Sector
Metals and Mining
Category
dividend
A Deep Dive into PGM Miners: African Rainbow Minerals Limited
ARI.JO: Diversified miner w/ PGMs (<40%), iron ore, coal, gold. Low cash costs, 10% dividend yield. EV $1.5B, Harmony Gold stake $885M. Core biz valued at $600M, incl. 600k oz PGM capacity. Potential $300-500M FCF in recovery. Upside to $2-3B valuation + Harmony stake. Limited downside, multi-commodity exposure.
Read full article (2 min)