SBYSF News and Press, Sibanye Stillwater

2024-06-05 13:00:00 ET Summary The "Undercovered" Dozen highlights twelve ideas from the previous month on stocks with limited coverage. Albertsons, Viking Therapeutics, Brandywine Realty Trust, platinum, and more are discussed in this edition. A number of veteran Seeking Alph...

2024-04-16 01:10:46 ET Summary Sibanye Stillwater's stock has underperformed the market over the past 3 years, down 65% compared to the S&P 500's return of 22%. But the tide may be turning soon. Despite falling metal prices, the company's cost-cutting efforts and focus on the ...

2023-03-24 00:47:20 ET Summary Platinum and palladium are both projected to be undersupplied by new mine production again in 2023. Any serious/further disruption from Russian supplies to the world market could cause a huge spike in platinum group metals pricing. A new round of...

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 ...

The following slide deck was published by Sibanye Stillwater Limited in conjunction with their 2022 Q4 earnings call. For further details see: Sibanye Stillwater Limited 2022 Q4 - Results - Earnings Call Presentation

Start Time: 08:00 End Time: 09:54 Sibanye Stillwater Limited (SBSW) Q4 2022 Earnings Conference Call February 28, 2023, 08:00 AM ET Company Participants Neal Froneman - CEO Charl Keyter - CFO Richard Stewart - Chief Regional Officer, Southern Africa Charles...

Summary Lithium Americas inks a deal with General Motors. This equity deal could result in GM owning a position in LAC while providing partial funding of the Thacker Pass project in northern Nevada. Project costs due to inflation have exploded.  More funding is needed to meet T...

Summary ioneer’s Rhyolite Project has a lithium reserve of 60Mt (P&P) and a Resource of 146Mt (M&I&I). Financing, permitting, and the lining up of offtake partners are all progressing nicely. Its Nevada Lithium-Boron Project aims to start production in 2025. ...

Summary Our residual income model prices Sibanye's stock at $9.93, suggesting the security is fairly valued. The firm's 7.75% dividend yield could escalate should production ramp up. However, a monthly Var5% of 24.73% could overshadow any income-based prospects. We anticipate Sibany...

Summary Yesterday Putin threatened to turn away from a deal agreed to earlier this year that allowed the export of agricultural products from Ukraine’s Black Sea ports. The wheat ETF is down 50% since the exports restarted. This indicates the upside in the trade. Other ...