Sibanye-Stillwater

SBSW

Market cap $6.05B

Overview Fund Activity

8.55 USD

-0.07

0.81%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

8.57

+0.02

0.23%

1 day

-0.81%

5 days

1.3%

1 month

4.91%

3 months

25.37%

6 months

109.05%

Year to date

146.4%

1 year

101.18%

5 years

-30.43%

10 years

80%

About: Sibanye Stillwater Ltd is a South African mining and metals processing group with a diverse portfolio of operations, projects, and investments across five continents. The Group is also one of the foremost recyclers of PGM autocatalysts and has interests in mine tailings retreatment operations. It is a producer of platinum, palladium, and rhodium and is a top-tier gold producer. It also produces and refines iridium and ruthenium, nickel, chrome, copper, and cobalt. Its products are Gold, Nickel, Zinc, Chrome, PGMs, and other.

Employees: 72,423

Materials Other Precious Metals & Mining

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

209% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 22

87% more capital invested

Capital invested by funds: $601M [Q1] → $1.13B (+$524M) [Q2]

50% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 3 (+1) [Q2]

40% more call options, than puts

Call options by funds: $64.3M | Put options by funds: $45.8M

26% more funds holding

Funds holding: 174 [Q1] → 219 (+45) [Q2]

17.19% more ownership

Funds ownership: 4.64% [Q1] → 21.83% (+17.19%) [Q2]

12% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 60

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Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

Low target

$8.5

1% downside

Avg. target

$8.5

1% downside

High target

$8.5

1% downside

1 analyst rating

0 positive

0%

1 neutral

100%

0 negative

0%

BMO Capital

Raj Ray

$8.5

Market Perform

Maintained

2 Sep 2025

See Analyst Rankings

Financial journalist opinion

Based on 3 articles about SBSW published over the past 30 days

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.

Sibanye Stillwater's Diversification Strategy Pays Off

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.

Sibanye Stillwater Limited (SBSW) Q2 2025 Earnings Call Transcript

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.

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

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.

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

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%.

Sibanye Stillwater's Market Positioning Should Drastically Improve

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.

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

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.

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

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.

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

Sibanye-Stillwater, Franco-Nevada Sign Gold and Platinum Supply Deal

Sibanye-Stillwater said it entered into a $500 million agreement with mining royalty company Franco-Nevada for the long-term supply of gold and platinum from three of its mines in South Africa.

Sibanye-Stillwater, Franco-Nevada Sign Gold and Platinum Supply Deal

Sibanye Stillwater: Still Bullish Going Into 2025

Sibanye Stillwater Limited maintains deep value attributes, driven by favorable macroeconomic factors like lower global interest rates and improved industrial production in most G20 nations. Despite palladium's EV-driven headwinds, we see a strong cyclical recovery in PGM prices emerging. Despite recent operational challenges, including a cyber-attack, Sibanye's production and cost management looks set to improve.

Sibanye Stillwater: Still Bullish Going Into 2025

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