PPLT: Platinum Breaking Out - Still Undervalued To Gold By Over 200% [Seeking Alpha]
D/B/A Sibanye-Stillwater Limited ADS (SBSW)
Company Research
Source: Seeking Alpha
PPLT benefits from constrained supply, especially after major production cuts in South Africa, and is trading near breakeven costs, despite rising demand. Unlike gold, PPLT remains undervalued, with low correlation to other assets, making it a strong portfolio diversifier and potential alpha-generator. Because platinum and palladium are mined together, the crash in palladium prices is triggering a rebound in platinum, due to Sibanye Stillwater's cuts. I recommend a moderate allocation to PPLT, as its volatility is offset by low asset correlation, and favorable long-term macroeconomic and microeconomic trends. matejmo/iStock via Getty Images Precious metals are the best-performing asset class of 2025. Though the S&P 500 is up 13%, gold has risen by ~37% while silver is up about 41%. I've generally held long-term bullish views on gold and silver over recent years, seeing gold as This article was written by Analyst's Disclosure: I/we have a beneficial long position in the
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News
- Sibanye Stillwater: 2025 A Turning Point [Yahoo! Finance]Yahoo! Finance
- Harrison Schwartz: Why PPLT Is My Top Platinum ETF Pick Through 2030 [Seeking Alpha]Seeking Alpha
- Claudio Ferrini, Chief Technology Officer at Metallix Refining, to Speak at the IPMI European Chapter Technical Meeting 2025 in Budapest [Yahoo! Finance]Yahoo! Finance
- Sibanye-Stillwater, Appian reach settlement agreement to resolve four-year dispute [Yahoo! Finance]Yahoo! Finance
- How the Narrative Around Sibanye Stillwater Is Shifting With Analyst Updates and Market Changes [Yahoo! Finance]Yahoo! Finance
SBSW
Sec Filings
- 12/2/25 - Form 6-K
- 11/18/25 - Form 6-K
- 11/12/25 - Form 6-K
- SBSW's page on the SEC website