- 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.
- A high dividend payout has likely restrained Sibanye's price appreciation. However, there's a key inflection point arising.
- Global midstream operations remain a concern, but there's some cause for optimism.
For further details see:
Sibanye Stillwater: Why We Think It's A Risk Worth Taking