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Palladium, platinum, and rhodium prices are rising rapidly due to the Russia-Ukraine conflict. The market valuation of Sibanye-Stillwater has increased by a fifth since the invasion started, but the share price of Impala Platinum has been stagnant. Impala should post better profit...
Sibanye Stillwater Limited (SBSW) Q3 2021 Earnings Conference Call March 3, 2022, 05:00 AM ET Company Participants Neal Froneman - CEO and Executive Director Jevon Martin - Head of Energy and Decarburization Grant Stuart - VP of Investor Relations Richard Stewart - Chief Operating Officer Cha...
The following slide deck was published by Sibanye Stillwater Limited in conjunction with their 2021 Q4 earnings call. For further details see: Sibanye Stillwater Limited 2021 Q4 - Results - Earnings Call Presentation
Sibanye Stillwater has significant upside optionality in its growing lithium, nickel, and uranium activities. Cash generation is excellent and the company is effectively debt free with surplus net cash. I view it as a dividend-paying call option and, so far, these options are not ...
Desert Lion Capital is managed by Rudi van Niekerk who is a South African citizen. Due to a growing interest from US and other international investors, Desert Lion Capital was launched to meet the needs of non-South African investors. The South African Reserve Bank has been much more ...
Sibanye's risk profile is disconnected from reality at the moment as explained by the FF5 model and the Sharpe Ratio. Sibanye's ESG risk is sound but isn't enough to dominate adverse risks. It's unlikely that dividends will remain as lucrative as they've been to date. There ar...
SBSW is trading below industry peers despite its above-average growth and profitability. Miner strikes will likely have a lesser effect on profitability than in the past in light of recent international expansion. Even if the company met unions' demands, the impact on dividends an...
Value investing has historically yielded above average returns to shareholders. The rotational shift from growth to value makes this a good time to invest in value companies. The list below includes companies profiting from inflation, rising interest rates, robust real estate acti...
This month, I publicly release the extended edition of the monthly report that is normally available only for the members of the Royalty & Streaming Corner. Enjoy! The Precious Metals R&S Index decreased by 5.09% in January. The Precious Metals R&S Equally Weighted Ind...
Dividend payouts and geopolitical risk has stagnated stock gains. A pivot to renewables is gathering steam. The Merensky and UG2 reefs are providing a platinum stronghold. Dividend yield will sustain itself if you consider the growth in operating cash flows. Valuation metrics ...