Sibanye-StillwaterSBSW
SBSW
About: Sibanye Stillwater Ltd is a South African mining and metals processing group with a diverse portfolio of operations, projects, and investments across five continents. The Group is also one of the foremost recyclers of PGM autocatalysts and has interests in mine tailings retreatment operations. It is a producer of platinum, palladium, and rhodium and is a top-tier gold producer. It also produces and refines iridium and ruthenium, nickel, chrome, copper, and cobalt. Its products are Gold, Nickel, Zinc, Chrome, PGMs, and other.
Employees: 82,788
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 2 (+1) [Q3]
0.32% less ownership
Funds ownership: 4.17% [Q2] → 3.85% (-0.32%) [Q3]
8% less funds holding
Funds holding: 194 [Q2] → 178 (-16) [Q3]
11% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 66
13% less capital invested
Capital invested by funds: $514M [Q2] → $448M (-$66.1M) [Q3]
37% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 43
85% less call options, than puts
Call options by funds: $7.85M | Put options by funds: $52.3M
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$4.40
22%
upside
Avg. target
$4.40
22%
upside
High target
$4.40
22%
upside
1 analyst rating
0 positive
0%
1 neutral
100%
0 negative
0%
HSBC Shilan Modi 0% 1-year accuracy 0 / 1 met price target | 22%upside $4.40 | Hold Downgraded | 4 Nov 2024 |
Financial journalist opinion
Positive
WSJ
3 days ago
Sibanye-Stillwater, Franco-Nevada Sign Gold and Platinum Supply Deal
Sibanye-Stillwater said it entered into a $500 million agreement with mining royalty company Franco-Nevada for the long-term supply of gold and platinum from three of its mines in South Africa.
Positive
Seeking Alpha
2 weeks ago
Sibanye Stillwater: Still Bullish Going Into 2025
Sibanye Stillwater Limited maintains deep value attributes, driven by favorable macroeconomic factors like lower global interest rates and improved industrial production in most G20 nations. Despite palladium's EV-driven headwinds, we see a strong cyclical recovery in PGM prices emerging. Despite recent operational challenges, including a cyber-attack, Sibanye's production and cost management looks set to improve.
Neutral
PRNewsWire
1 month ago
C5 Capital Signs MOU with Sibanye-Stillwater to Advance Nuclear Energy in South Africa, the United States and Globally
JOHANNESBURG and LONDON and WASHINGTON , Nov. 21, 2024 /PRNewswire/ -- C5 Capital, a specialist global investment firm and Sibanye-Stillwater, a multinational mining and metals processing group (JSE: SSW and NYSE: SBSW), have entered into a strategic partnership to participate in future development of advanced nuclear energy opportunities in South Africa, the United States and globally. The parties believe that cooperating and leveraging their specific experience and skills will optimize opportunities throughout the value chain.
Neutral
Newsfile Corp
2 months ago
European Energy Metals Corp. Announces Proposed Name Change to Grit Metals Corp.
Vancouver, British Columbia--(Newsfile Corp. - October 9, 2024) - European Energy Metals Corp. (TSXV: FIN) (the "Company"), announces today it will be seeking the approval of the TSX Venture Exchange to change its name from European Energy Metals Corp. to Grit Metals Corp. (the "Name Change"). The stock symbol of the Company's listed securities will remain the same.
Positive
Seeking Alpha
2 months ago
Sibanye Stillwater Stock: A Contrarian Bet On PGMs Revival; Rating Unchanged
Sibanye Stillwater's 1H24 results show increased PGM production but lower prices and higher costs, leading to a 53% drop in adjusted EBITDA. Sibanye has improved its debt profile with new credit facilities and a gold prepayment deal, ensuring financial stability amid market challenges. The political shift in South Africa and ongoing PGM demand support a positive outlook, making SBSW a speculative yet promising investment.
Positive
Seeking Alpha
3 months ago
Sibanye Stillwater Stock May Have Found The Bottom
I reiterate my “Buy” rating for Sibanye Stillwater stock despite recent underperformance, expecting a reversal driven by cost-cutting measures and potential higher PGM prices. Sibanye's financials show mixed results, with increased PGM production but lower selling prices, leading to a 54% YoY drop in EBITDA and a negative bottom line. Strategic initiatives, including debt covenant uplift, refinancing, and operational restructuring, have bolstered Sibanye Stillwater's balance sheet, enhancing financial flexibility and positioning for future profitability.
Neutral
Business Wire
3 months ago
Federman & Sherwood Investigates Sibanye-Stillwater for Data Breach
OKLAHOMA CITY--(BUSINESS WIRE)-- #FedermanSherwood--Federman & Sherwood Investigates Sibanye-Stillwater for Data Breach.
Neutral
Seeking Alpha
3 months ago
Sibanye Stillwater Limited (SBSW) Q2 2024 Earnings Call Transcript
Sibanye Stillwater Limited (NYSE:SBSW ) Q2 2024 Earnings Call Transcript September 12, 2024 8:00 AM ET Company Participants Neal Froneman - CEO Richard Stewart - Chief Regional Officer, Southern Africa Mika Seitovirta - Chief Regional Officer, Europe Charl Keyter - CFO Robert Van Niekerk - Chief Technical and Innovation Officer Charles Carter - Chief Regional Officer, Americas Grant Stuart - Head of Recycling James Wellsted - EVP, IR and Corporate Affairs Conference Call Participants Chris Nicholson - RMB Morgan Stanley Adrian Hammond - SBG Securities Rene Hochreiter - Sieberana Research, NOAH Capital Nkateko Mathonsi - Investec Bank Leroy Mnguni - HSBC Neal Froneman Ladies and gentlemen, good afternoon and good morning. On behalf of the C-suite, welcome and thank you for taking time out of your busy schedules.
Neutral
Seeking Alpha
4 months ago
Sibanye: Refinancing Likely Strengthens Deep Value Argument
Sibanye Stillwater has secured a refinancing package, enhancing its interim liquidity. Operational challenges persist, with the firm's U.S. PGM operations at risk. However, I think investors have already priced this in. South Africa's load-shedding has abated, and a regional interest rate pivot is likely. This could lead to higher asset valuations.
Positive
Seeking Alpha
4 months ago
Sibanye Stillwater: Recovery Hope Dies Last
Sibanye Stillwater underperformed the market in the past 3 years, but recent corporate events suggest a potential turnaround. Read on. Despite challenges in the mining industry, Sibanye's cost-cutting efforts and focus on the green metals market show promise for growth. Sibanye's recent gold prepayment deal and potential recovery in PGM prices indicate a positive outlook for the stock in the medium term.
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