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Thread: Sibanye Gold

  1. #21

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    I'm stuck in the wash sale time window on many of my miners having taken some profits & losses. Don't know how long this dip will last but I hope it is 31 days after the day I sold so I can get back in in again and load up on a few I really don't want to be out of when there's a turnaround.
    Do your own due diligence

    I stand united with my friends & family in Canada who seek freedom.

  2. #22
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    Johnson Matthey is a global leader in sustainable technologies.

    It has formed a strategic alliance with Sibanye Stillwater to develop
    science and technologies for new products and markets.

    https://finance.yahoo.com/news/johns...080000289.html

  3. #23
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    Here you have a company presentation by its CEO.

    https://www.sibanyestillwater.com/

    You select BMO conference 2021 presentation.

    The report is long and needs deep analysis. For the time being
    I will quote only page 8, with supply and demand data.

    Platinum
    ----the demand will increase from 2.7 Moz to 4.5 Moz in 2025
    ----Platinum is going into deficit from 2024
    ----green economy is a catalyst for even more demand in platinum

    Palladium
    ----deficit increases again in 2021
    ----opportunity to replace rhodium with palladium
    ----platinum will replace palladium starting 2025

  4. #24
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    Zacks ranks now Sibanye Stillwater as a strong buy:

    https://ca.finance.yahoo.com/news/si...204408865.html

    P/E ~ 5

    My note: I was wondering why Sibanye is treading water, in spite of it great results
    and in spite of Platinum + Palladium going strongly up.

    Looking at Tchnical Analysis I have found the answer: it is under accumulation.
    The big guys want to buy it on the cheap, accumulating it at lower prices.

  5. #25
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    Here you have a detailed report on Sibanye Stillwater,
    with lots of accounting analysis, metrics, and estimations.

    https://seekingalpha.com/article/441...ll-undervalued

    Stock is undervalued.

    My note: the report sets a target at ~ 24 $ but in my opinion
    it will go higher than that, as Platinum and Palladium prices
    are in a huge upswing.

  6. #26
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    Sibanye Stillwater increases its EBITDA Q1 2021 by 78 % compared
    with Q1 2020.

    https://www.kitco.com/news/2021-05-0...portfolio.html

    Now the company is looking to grow its gold portfolio internationally.

  7. #27
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    Here is the company report for H2-2020.

    https://thevault.exchange/?get_group...-18feb2021.pdf

    There is a lot of information here, which cannot be summarized in a few lines.

    I will touch only two points:

    ----Sibanye recycles 840 Koz of 4E metals (platinum, palladium, gold, rhodium)

    ----Sibanye entered the battery market, acquiring lithium producer

  8. #28
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    This company has a ROE (Return on Equity) of 60 % !!!

    https://finance.yahoo.com/quote/SBSW...tistics?p=SBSW

  9. #29

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    And yet no reaction from the SM.
    Do your own due diligence

    I stand united with my friends & family in Canada who seek freedom.

  10. #30
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    Quote Originally Posted by oak333 View Post
    This company has a ROE (Return on Equity) of 60 % !!!

    https://finance.yahoo.com/quote/SBSW...tistics?p=SBSW
    https://stockanalysis.com/stocks/sbsw/statistics/

    Other valuation metrics:
    P/E= 6.31
    P/Sales=1.54
    Price/Book=2.86
    ROE=60 %
    ROIC=36 %

    Facts speak of themselves.

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