On growth, executives said the best near-term value is expected to come from organic opportunities, particularly from the company’s significant resource base in South Africa’s PGM operations. The company said it has also developed a framework to evaluate external growth opportunities going forward.The company also reiterated a disciplined capital allocation approach it described as roughly split into thirds:Management said the strategic refresh presented to the market in late January can be summarized in on ...

Sibanye Stillwater Limited (SBSW) reported an EPS of -$0.14, missing the expected $0.55, indicating financial challenges.The company achieved a revenue of approximately $4.67 billion, surpassing the estimated $3.87 billion, showcasing strong sales performance.Debt-to-equity ratio stands at 1.06, and the current ratio is 2.89, indicating a balanced financing approach and strong liquidity.Sibanye Stillwater Limited, listed on the NYSE under the symbol SBSW, is a prominent player in the mining industry. The co ...

Sibanye Stillwater (NYSE:SBSW) H2 2025 Earnings call February 20, 2026 02:00 AM ET Company ParticipantsCharl Keyter - CFOCharles Carter - COOGrant Stuart - VP of RecyclingJames Wellsted - Senior VP of Investor RelationsKleantha Pillay - Senior VPMelanie Naidoo-Vermaak - Chief Sustainability OfficerNeal Froneman - CEORalph Memory - Head of Projects and WaterRichard Stewart - COORobert van Niekerk - EVPConference Call ParticipantsAdrian Hammond - Equity Research AnalystChris Nicholson - Equity Research Analys ...

Sibanye Stillwater (NYSE:SBSW) H2 2025 Earnings call February 20, 2026 02:00 AM ET Company ParticipantsCharl Keyter - CFOCharles Carter - COOGrant Stuart - VP of RecyclingJames Wellsted - Senior VP of Investor RelationsKleantha Pillay - Senior VPMelanie Naidoo-Vermaak - Chief Sustainability OfficerNeal Froneman - CEORalph Memory - Head of Projects and WaterRichard Stewart - COORobert van Niekerk - EVPNone - Company RepresentativeConference Call ParticipantsAdrian Hammond - Equity Research AnalystChris Nicho ...

Sibanye Stillwater (NYSE:SBSW) H2 2025 Earnings call February 20, 2026 02:00 AM ET Speaker8Good morning, ladies and gentlemen. Welcome. I think it's a real pleasure to have you with us today, as we present our operating and financial results for 2025. So, thank you very much for joining us today. I think just in terms of the agenda that we've got, I will start off with a few high-level salient points. Then we'll move into the performance excellence, which will be presented by a number of the team. We'll the ...

20 February 2026 Operating and financial results for H2 & YE 2025 Solid operational output and financial stability | Agenda | | | --- | --- | | a | Salient features | | b | Performance excellence • Safe production • Resource optimisation | | | • Operational excellence • Embedding sustainability | | c | Growth | | d | Financial performance | | e | Market performance and outlook | | f | Resilient strategy for the way forward | | g | Q&A | Columbus metallurgical facility, US PGM operations Disclaimer FORWARD L ...

Core Insights - Sibanye Stillwater Limited is a major player in the precious metals mining sector, with operations in South Africa, the United States, Zimbabwe, Canada, and Argentina, producing gold and platinum group metals (PGMs) [1] Price Target and Analyst Views - The consensus price target for Sibanye Stillwater has increased from $15.83 to $21.40 over the past year, reflecting growing optimism about the company's future performance [2] - Deutsche Bank analyst Liam Fitzpatrick maintains a more conservative price target of $14, indicating a cautious outlook on the stock [2] Revenue Growth and Strategic Initiatives - Revenue growth is driven by rising prices of PGMs and gold, influenced by constrained supply and geopolitical tensions [3] - The company is focusing on mining higher-grade ore in the United States to enhance profitability without fully reactivating all mines, contributing to positive price target adjustments [3] - Sibanye Stillwater is pursuing brownfield projects in South Africa to maintain steady PGM production levels and has set an ambitious cost reduction target of $3 billion, which is expected to improve profitability [3] Profitability and Dividend Potential - The return to profitability of US PGM operations supports an optimistic outlook for the company [4] - There is potential for Sibanye Stillwater to reinstate dividends, projected at 25–35% of normalized earnings by the end of 2026, enhancing the stock's attractiveness [4] - The company has experienced a year-over-year rally exceeding 500%, encouraging investors to consider these developments alongside broader market trends [4]

This is my second time covering Sibanye Stillwater Limited ( SBSW ), a global company that produces large amounts of Platinum Group Metals, or PGMs, and is also expanding into battery minerals such as lithium. Sibanye operates minesI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclos ...

Core Viewpoint - Sibanye Stillwater Limited (SBSW) is a global producer of Platinum Group Metals (PGMs) and is expanding into battery minerals like lithium [1] Group 1: Company Overview - Sibanye operates mines that produce significant amounts of PGMs [1] - The company is also focusing on the growing market for battery minerals, indicating a strategic diversification [1] Group 2: Investment Focus - The analysis primarily targets small- to mid-cap companies, which are often overlooked by investors, but occasionally includes large-cap companies for a broader market perspective [1]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Sibanye Gold Limited (SBSW) - SBSW currently holds a Momentum Style Score of B, indicating potential for strong performance based on price changes and earnings estimate revisions [3] - The company has a Zacks Rank of 1 (Strong Buy), suggesting it is expected to outperform the market [4] Performance Metrics - Over the past week, SBSW shares have increased by 15.98%, outperforming the Zacks Mining - Miscellaneous industry, which rose by 9.54% [6] - In a longer timeframe, SBSW's shares have risen by 40.28% over the past month, compared to the industry's 24.54% [6] - Over the past quarter, SBSW shares have surged by 92.4%, and over the last year, they have gained 424.67%, while the S&P 500 has only increased by 1.27% and 16.57%, respectively [7] Trading Volume - SBSW's average 20-day trading volume is 8,265,326 shares, which is a useful indicator of market interest and can signal bullish or bearish trends [8] Earnings Outlook - In the past two months, one earnings estimate for SBSW has increased, while none have decreased, raising the consensus estimate from $2.40 to $3.58 [10] - For the next fiscal year, one estimate has moved upwards with no downward revisions, indicating positive sentiment [10] Conclusion - Given the strong performance metrics and positive earnings outlook, SBSW is positioned as a 1 (Strong Buy) stock with a Momentum Score of B, making it a compelling option for investors seeking short-term gains [12]