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 ...
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.
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 than...
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 a...
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...
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