IMPUF News and Press, Impala Platinum Hldgs Ltd From 03/17/23

2023-03-17 18:09:11 ET Summary African Rainbow Minerals Limited's near 30% year-to-date drawdown has presented a value gap. Inflection points are present as platinum group metals expansion and recovering iron ore prices are yet to be priced by stock market participants. Risks ...

2023-03-07 23:05:36 ET Summary Impala Platinum's stock has been hit hard by plummeting palladium and rhodium prices and South Africa's energy crisis - i.e., factors beyond the company's control. 80-90% of palladium and rhodium demand derives from the autocatalyst market and invest...

Summary Key variables suggest that Impala Platinum is set for a turnaround. Most PGM prices are below their moving averages, with supply shortages and higher demand en route. Impala struggled with load curtailment and industrial action issues during 2022. However, the latter is reso...

Impala Platinum ( OTCQX:IMPUY ) reported Thursday its fiscal H1 profit increased from the prior-year period, thanks to strong pricing and destocking inventory. Implats ( OTCQX:IMPUY ) said its net profit for the six months ended December 31 edged up to 13.97B rand (~$770M) from 13...

Summary Palladium positioning is at extreme short levels not seen in the past decade. While Palladium's long-term future has big question marks, we think short term, there are good fundamental reasons for a price rise. South African palladium mine production faces significant risks ...

Summary Sibanye Stillwater's stock has been hit by recession fears. Sibanye Stillwater's operational problems in South Africa persist. Management has been diversifying into green metals and in safer jurisdictions. I expect the strong balance sheet and PGM division's revenu...

Summary The company finished FY22 with free cash flow of $1.59 billion and had $1.46 billion of net cash as of June. Impala Platinum is currently trading at just 2.4x EV/EBITDA and the palladium and rhodium markets are expected to be in a deficit over the coming months. In my ...

Impala Platinum Holdings Limited (IMPUY) Q4 2022 Earnings Conference Call September 1, 2022 05:30 a.m. ET Company Representatives Nico Muller - Chief Executive Officer Leanne Billett - Group Legal & Compliance Executive Mark Munroe - Chief Executive-Rustenbur...

We see Impala Platinum stock as an excellent long-term play. The company could re-centre after experiencing a few headwinds in the first half of the year. The Royal Bafokeng acquisition could be wrapped up soon, adding promising synergies. Aggressive spending on Zimplats and T...

Impala Platinum (OTCQX:IMPUY) said on Tuesday it signed a five-year wage settlement with the AMCU union in South Africa for its operating subsidiaries Marula and Impala Rustenburg, Mining Weekly reports. Implats said the agreement is in line with current inflation of 6.5% and "considers the r...