Sibanye Stillwater: 'All-Weather' Metals Portfolio Paying Out Big Time

Sibanye Stillwater is reiterated as a Buy, with a unique multi-commodity portfolio and strong Q3 results. SBSW's EBITDA tripled on higher realized prices; a robust cash position and manageable net debt underpin financial strength. The company benefits from elevated precious and industrial metal prices, proactive power security, and a better-than-expected $215M settlement.

Seeking Alpha • Dec 10, 2025

Sibanye Stillwater: Real Potential Not Reflected In Stock Price

Sibanye Stillwater is a diversified global commodity producer, offering exposure to gold, PGMs, silver, lithium, nickel, copper, and more. Despite tripling YTD, SBSW's stock still undervalues its potential, with strong financials, strategic assets, and upcoming catalysts like a likely dividend resumption. SBSW's commodity mix provides a natural hedge for various economic scenarios, benefiting from both precious and industrial metal demand.

Seeking Alpha • Oct 4, 2025

Sibanye Stillwater's Diversification Strategy Pays Off

I maintain my Buy rating on Sibanye Stillwater as its strategic repositioning and financial turnaround are gaining traction, supported by strong 1H 2025 results. Sibanye Stillwater delivered 127% YoY EBITDA growth to $818M in H1 2025, beating consensus expectations while generating strong free cash flow performance. Management's willingness to restructure low-margin operations and pursue trade remedies against Russian palladium could further enhance SBSW's market position.

Seeking Alpha • Sep 2, 2025

Sibanye Stillwater Limited (SBSW) Q2 2025 Earnings Call Transcript

Sibanye Stillwater Limited (NYSE:SBSW ) Q2 2025 Earnings Conference Call August 28, 2025 8:00 AM ET Company Participants Charl A. Keyter - CFO, Interim Chief Commercial & Development Officer and Executive Director Charles Carter - Chief Regional Officer of Americas Grant Stuart - Corporate Participant James R.

Seeking Alpha • Aug 29, 2025

This South African Gold And Platinum Miner Is Up 150% YTD, But What If Sanctions End

President Trump's recent meeting with Russian president Vladimir Putin could mark the beginning of the end of the Ukraine war.  Volodymr Zelensky even showed up to the White House last week in a suit.

Benzinga • Aug 27, 2025

Sibanye Stillwater Is More Than A Gold Miner, And I'm Long Because Of It

Sibanye Stillwater's transformation into a global, diversified metals producer positions it to benefit from rising platinum and gold prices, tax credits, and operational discipline. U.S. platinum operations are now profitable due to higher prices, cost-cutting, and government tax breaks, while South African gold mines have become the company's earnings engine. The balance sheet is stronger thanks to streaming deals and cash flow improvements, even as the company navigates palladium headwinds and volatile commodity prices.

Seeking Alpha • Jul 17, 2025

Sibanye Stillwater's Market Positioning Should Drastically Improve

I think that the self-inflicted turmoil and pivot from Europe by Norilsk Nickel (SBSW's rival) creates a massive market vacuum that Sibanye Stillwater is uniquely positioned to capture. Sibanye Stillwater's turnaround is driven by cost cutting, U.S. PGM operations, and surging South African gold profits, with government incentives boosting cash flow. Sibanye's internal turnaround is firing on all cylinders: US operations are cutting costs by 27% while its South African gold division's EBITDA surged 216%.

Seeking Alpha • Jul 14, 2025

CopperCorp Channel Sampling at Hydes Returns 24m of 0.74% Cu and 0.36 g/t Au - Plans for Drilling Hydes and Jukes

Vancouver, British Columbia--(Newsfile Corp. - June 10, 2025) - CopperCorp Resources Inc. (TSXV: CPER) (OTCQB: CPCPF) ("CopperCorp" or the "Company") is pleased to provide an update on its ongoing exploration activities at the Hydes prospect located within the 100% Razorback Copper-Gold-REE property in western Tasmania, Australia (Figures 1 and 2). Highlights High-grade copper-gold confirmed at Hydes with outcrop channel sampling assays returning: 24m @ 0.74% Cu and 0.36g/t Au, including 14m @ 0.97% Cu and 0.56g/t Au Additional historical outcropping copper mineralization associated with early 20th Century exploration adits was located 175m to the south of the channel sampling.

Newsfile Corp • Jun 10, 2025

Sibanye Stillwater's Turnaround Ignites, The Upside Is Still There

My recent bullish call on SBSW played out with a 45% gain, driven by cyclical turn, cost cuts, and stabilizing PGM prices; rally expected to continue. Despite FY24 revenue dips, cost controls improved EBIT. EBITDA stabilized, with SA gold operations booming (+216% YoY in H2) and set to dominate 2025 earnings. Strong liquidity, debt below 1.1x pro-forma, US tax credits, and massive EPS revisions (FY26 up from $0.04 to $0.64) fuel optimism and low forward P/E ratios.

Seeking Alpha • May 23, 2025

Buy And Hold These Ten Cheap Lithium Juniors Ready For A Potential Lithium Recovery From 2026 Onwards

The lithium market has been in a severe bear market. Delays in major projects like Zijin Mining's 3Q Project could roughly balance the market from 2026 to 2028. Booming EV and BESS sales, if they continue, could cause large lithium deficits from 2029 onwards. Strong lithium demand and potential deficits set up a favorable scenario for patient investors in quality junior lithium miners over the next 5-7 years.

Seeking Alpha • Feb 19, 2025