Sibanye-Stillwater

SBSW

Market cap $9.33B

Precious metals are said to love unpredictability, so maybe gold and silver dropping 12% and 25%  despite the war in Iran is par for the course.

Sibanye Gold Limited (SBSW) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

The Undercovered Dozen series spotlights 12 lesser-covered stocks from the past week on Seeking Alpha. This week's edition covers articles published between March 6 and March 12, offering fresh investment ideas. The focus is on stocks that may offer unique opportunities due to limited analyst coverage.

Finding top growth stocks to buy that not only have the solid underlying fundamentals that support their investment theses over the long-term, but also have excellent technical fundamentals supporting their near and medium-term outlooks isn't easy.

Sibanye Stillwater delivered a 295% one-year return, driven by surging precious metal prices and a successful business turnaround. FY25 saw revenue up 16% and adjusted EBITDA up 189%, with margin expansion to 29.2%, despite non-cash impairment charges impacting GAAP EPS. SBSW is diversified across four segments, all benefiting from the commodity rally, and is well-positioned for a PGM super cycle amidst tightening supply.

International stocks have surged in the past year, with ~30 country ETFs outperforming the S&P 500. U.S. stocks, meanwhile, are not only lagging - they're also trading at very expensive multiples relative to long-term averages. Diversifying across assets and geography can help stabilize portfolios during volatile markets.

SBSW, FIGS and DPMLF made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on March 3, 2026.

Sibanye Stillwater Limited (SBSW) Q4 2025 Earnings Call Transcript

Higher platinum group metals and gold prices, driven by tight supply and geopolitical tensions, support Sibanye Stillwater Limited's revenue growth. SBSW is focusing on higher-grade ore in the U.S. to restore profitability without fully restarting all mines. Brownfield projects aim to keep South African PGM production steady while cutting $3B in costs.

Etana Energy has signed a ten-year power purchase agreement to supply 220 megawatts of renewable electricity annually to Sibanye-Stillwater's mining operations in South Africa, marking a significant step forward for the Chariot Ltd (AIM:CHAR, OTC:OIGLF) backed energy trader. Chariot, the Africa-focused energy company listed on AIM, holds a 34% interest in Etana Energy through its subsidiary, Chariot Generation and Trading.