SBYSF News and Press, Sibanye Stillwater From 09/08/22

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 ...

Sibanye Stillwater Limited (SBSW) Q2 2022 Earnings Conference Call August 25, 2022 06:00 AM ET Company Participants Neal Froneman - Chief Executive Officer & Executive Director Richard Stewart - Chief Operating Officer Charles Carter - Chief Regional Officer,...

The following slide deck was published by Sibanye Stillwater Limited in conjunction with their 2022 Q2 earnings call. For further details see: Sibanye Stillwater Limited 2022 Q2 - Results - Earnings Call Presentation

Sibanye Stillwater has turned itself into a world-class play on the platinum group metals, gold, and lithium. A number of short-term problems have hit operations during 2022, that will disappear by 2023. If you are bullish on precious metals and lithium, this combination exposure ...

ioneer is an Australian lithium miner with one major asset, a lithium-boron mine in Nevada. Ford and a Toyota/Panasonic JV are now announced as the major offtake partners. This article will summarize the Rhyolite Ridge project, discuss the recent developments, and I provide my tho...

Sibanye's expanding its Lithium portfolio. The lithium supply and demand characteristics could shift in the coming years. There's a strong indication that Sibanye wants to pivot out of the South African mining landscape. Global diversification could de-risk the stock and assist Si...

Investors could chase Sibanye's high-dividend, high-quality attributes to fight inflation. Although the floods in Montana pose a renewed challenge, Sibanye's general operations have time to reset after a series of headwinds. South African Platinum Group Metals is well-positioned. ...

Currently, the Platinum Group Elements (PGEs) is an overlooked sector of the global economy. The ongoing war in Ukraine as well as the push for less carbon-intensive technologies are strong tailwinds for PGEs. Supply and Demand dynamics in the PGEs make figuring out which company ...

Sibanye Stillwater is leverage its mining and processing know-how to expand into other metals with more promising fundamental outlooks than gold. Sibanye Stillwater has earned strong returns on the capital it invested in its 2016 to 2019 acquisition spree. This sets a strong precedent...

Sibanye could fill a critical void with its PGM segment. The macroeconomic environment could see metals and minerals trade at high values for the foreseeable future. The firm's FCF per share is attractive and spells dividend sustainability. The CAPM model suggests that Sibanye...