Thesis:
In this article, I will discuss the operational side problems of Sibanye-Stillwater's (SBGL) PGM (read: Platinum Group Metals) business in SA (read: South Africa). These problems include a strike at the company's PGM mines by one of the renowned mineworkers' unions in the country.
SBGL has posted a strong full year of PGM production and the upside in PGM prices (in particular the prices of palladium) projects a favourable growth outlook for the company. Moreover, the company is one step closer to finalizing the acquisition of Lonmin shares and this should