We recently published Big Winners: 10 Stocks Refusing to take a Holiday. Sibanye Stillwater Limited (NYSE:SBSW) is one of the last week's best performers. Sibanye Stillwater jumped by 9.6 percent week-on-week, as investors loaded portfolios in mining firms after gold prices soared to a new record high. On Friday, December 26, the spot prices of gold surged by 1.20 percent to $4,533.21, as funds shifted to safer assets to mitigate risks from macroeconomic uncertainties, while digesting President Donald T ...

Core Insights - The 2024 Year in Review highlights the rise of propaganda, the impact of AI, and the emergence of asset bubbles, particularly in precious metals, while questioning the nature of truth in a rapidly changing technocratic world [3][16]. Group 1: Propaganda and Truth - The current era is characterized as a "Golden Age of Propaganda," where narratives are controlled by elites through mass media and social platforms, leading to a distortion of facts and a loss of shared truths [16][14]. - The author expresses frustration over the erosion of reliable sources of information, suggesting that the overwhelming noise in media makes it difficult to discern fact from fiction [15][20]. Group 2: Precious Metals Market - The report emphasizes a significant interest in precious metals, particularly gold, silver, and platinum, with gold's long-term performance being compared favorably against major stock indices [60][64]. - Gold has shown a remarkable return of over 1309.5% since 2000, outperforming the S&P 500 and NASDAQ over the same period [66]. - The current geopolitical climate, including the actions of the BRIC nations, is pushing countries to reconsider their gold reserves, with the U.S. now holding only 20% of global gold reserves compared to over 50% in the past [70][84]. Group 3: Investment Implications - The report suggests that the demand for gold and silver is being driven by geopolitical tensions and a potential shift in reserve currency dynamics, which could lead to significant price increases [84][89]. - The author notes that the physical gold market is under pressure due to a high paper-to-physical ratio, indicating potential supply shortages that could lead to price spikes [82][100]. - Platinum is highlighted as a rare metal with increasing industrial demand, particularly in the automotive sector, which could lead to supply constraints and rising prices [106][111].

With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.My first research articles on Sibanye Stillwater ( SBSW ) stock here on Seeking Alpha date back to 2021, when one could buy the stock for a higher priceOakoff Investments is a personal portfolio manager and a quantitative research analyst with 5 year ...

Group 1 - The article promotes the subscription service Beyond the Wall Investing, which offers access to high-quality equity research reports, potentially saving investors thousands of dollars annually [1] - The author has been analyzing Sibanye Stillwater (SBSW) stock since 2021, indicating a long-term interest in the stock's performance [1] - Oakoff Investments, a personal portfolio manager, leads the investing group and provides various features including a fundamentals-based portfolio and weekly analysis from institutional investors [1] Group 2 - The article discloses that the author holds a beneficial long position in SBSW shares, indicating a personal investment interest in the stock [2] - It is noted that the article reflects the author's opinions and is not influenced by compensation from any company mentioned [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not represent the platform as a whole [3]

① 【三大期指齐涨】道指期货涨0.08%、标普500指数期货涨0.27%、纳指期货涨0.44%。 ② 【现货黄金首次站上4400美元/盎司，黄金矿业股普涨】现货黄金日内涨超1.5%，现报4407美元/盎 司，历史首次站上4400美元/盎司，今年以来累涨近68%。 受此消息影响，黄金矿业股盘前普涨，Sibanye Stillwater股价上涨3.5%，AngloGold Ashanti上涨4.2%， 纽蒙特矿业上涨2.5%。金罗斯黄金上涨2.8%，Gold Fields上涨3.8%，Agnico Eagle上涨2.1%，巴里克黄 金上涨2.5%。 ⑧ 【美星链卫星异常或威胁其他卫星】据CCTV国际时讯，美国太空探索技术公司旗下"星链"计划的一 颗卫星日前在太空中发生异常，轨道高度迅速下降4000米。据称目前卫星"大致保持完整，正在翻滚"， 预计将在几周内重新进入地球大气层并完全烧毁。现已发现"数十块"疑似碎片，可能还会发现更多，碎 片可能对其他在轨运行的卫星构成威胁。 ⑨ 【克利夫兰联储主席"放鹰"】据媒体报道，当地时间12月21日，2026年FOMC票委、克利夫兰联储主 席Beth Hammack在接受采访时 ...

Sibanye Stillwater Limited (NYSE:SBSW) is one of the 12 cheap gold stocks to buy now. Sibanye Stillwater (SBSW) Builds Momentum as Debt Declines and Palladium Outlook Improves On November 17, 2025, The Fly reported that Sibanye Stillwater Limited’s (NYSE:SBSW) price target was raised by RBC Capital from $10.50 to $12, while it reiterating an “Outperform” rating. While the firm’s near-term price target remains below the current price level, it expects the company’s valuation gap with peers to narrow due t ...

Back when I last covered Sibanye Stillwater ( SBSW ), I highlighted how their relatively unique commodity mix provides a natural hedge for various economic scenarios, benefiting from both precious and industrial metal demand whileAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stock ...

Core Insights - Sibanye Stillwater (SBSW) has a unique commodity mix that provides a natural hedge against various economic scenarios, benefiting from both precious and industrial metal demand [1] Company Overview - The company has been researched extensively over a decade, covering over 1000 companies across various sectors including commodities like oil, natural gas, gold, and copper, as well as technology and emerging markets [1] Investment Focus - The primary focus of the analysis is on metals and mining stocks, although the company is also comfortable with other industries such as consumer discretionary/staples, REITs, and utilities [1]

Core Viewpoint - The discussion focuses on the investment potential of platinum and palladium, highlighting their roles as alternatives to traditional precious metals like gold, particularly in the context of inflation and economic uncertainty [4][6][12]. Industry Overview - Platinum and palladium have been less prominent compared to gold and silver, but they are gaining attention due to their unique demand dynamics and potential as hedges against monetary risks [4][6]. - The demand for platinum is driven by both industrial and investment needs, with a significant portion of its use in various technologies, including hydrogen fuel cells [7][12]. Supply Dynamics - Platinum is approximately 30 times less abundant than gold, with most production concentrated in South Africa, primarily by Sibanye-Stillwater, which accounts for about 25% of global production [8][9]. - Recent production cuts by Sibanye-Stillwater due to low prices are expected to create a supply shortage, which could drive prices higher in the long term [20][21]. Investment Outlook - The PPLT ETF is highlighted as a strong investment choice, with expectations of increased demand for inflation hedges over the next decade [10][12]. - The price of platinum is anticipated to rise as it becomes a more recognized store of value, similar to gold, especially in times of economic volatility [15][16]. Market Trends - The price of platinum has seen a significant increase, with a reported 71% rise year-to-date, attributed to market realization of supply shortages and rising investment demand [19][20]. - The long-term outlook suggests that while industrial demand may stabilize, the growth in investment demand will be the primary driver for price increases [14][21]. Portfolio Allocation - It is suggested that investors consider a portfolio allocation of 5% to 15% in platinum, with the potential for higher positions due to its undervaluation compared to other metals [22].

Core Insights - The continuous surge in gold prices is unexpectedly benefiting emerging markets and boosting investor confidence in gold-producing and purchasing countries [1] - South Africa is poised for its best annual performance in two decades, with mining companies like Sibanye Stillwater, AngloGold Ashanti, and Gold Fields seeing their stock prices triple [1] - Emerging market fund managers are optimistic due to a 60% bull market in gold this year, which is enhancing wealth effects for both producing and purchasing countries [1] Group 1 - South Africa's stock market has seen a rise of over 30% this year, with the rand nearing a one-year high and 10-year government bond yields recently dropping below 9% for the first time in seven years [4] - The inflation slowdown has allowed the South African central bank to cut interest rates, further boosting market sentiment [4] - The current situation marks a dramatic turnaround for South Africa, which has struggled with political turmoil and power shortages affecting economic growth [4] Group 2 - Ghana is also benefiting from rising gold prices, with the cedi appreciating approximately 38% this year, the highest increase globally [7] - Investors are closely monitoring countries like Poland, Turkey, and Kazakhstan, which are increasing their gold reserves [7] - Despite the positive trend, it is cautioned that the impact of price changes should not be misinterpreted as a source of credit strength [7] Group 3 - Goldman Sachs has significantly raised its forecast for spot gold prices for December 2026 from $4,300 to $4,900 per ounce [8] - Bank of America strategists predict that gold prices could reach $6,000 by next spring [8] - A low allocation of gold assets in global investment portfolios indicates that the market for structural bullish positioning in gold is not crowded [8]