Sibanye Stillwater: You Haven't Seen Anything Yet [Seeking Alpha]
D/B/A Sibanye-Stillwater Limited ADS (SBSW)
Company Research
Source: Seeking Alpha
The operating update showed ~$560M EBITDA, triple last year, plus accelerating cash generation; that magnitude suggests SBSW has exited the trough and margins are expanding. South African PGM became the engine: 4E basket price +36%, production +4%, and adjusted EBITDA +213% YoY, offsetting weaker surface output from tailings depletion. The key upside is US operations stabilizing: US PGM turned profitable ($33M EBITDA) with a positive AISC margin, while recycling improved via a higher-margin industrial scrap mix. Optionality remains underpriced: Sandouville losses should fade after care-and-maintenance, and Keliber lithium could add EBITDA mid-2026; the author's ~$23 target implies 50%+ upside. Antoine2K/iStock via Getty Images My Previous Takes On SBSW And Updated Thesis My first research articles on Sibanye Stillwater ( SBSW ) stock here on Seeking Alpha date back to 2021, when one could buy the stock for a higher price More on my IG service Struggle to access the la
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High impacting D/B/A Sibanye-Stillwater Limited ADS news events
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SBSW
News
- Sibanye Gold (NYSE:SBSW) was upgraded by analysts at <a style="font-weight:bold" href="https://www.wallstreetzen.com/newsletters/zen-ratings?ticker=SBSW&utm_campaign=getratings&utm_medium=online&utm_source=MarketBeat">Wall Street Zen</a>MarketBeat
- Sibanye Gold (NYSE:SBSW) was downgraded by analysts at <a style="font-weight:bold" href="https://www.wallstreetzen.com/newsletters/zen-ratings?ticker=SBSW&utm_campaign=getratings&utm_medium=online&utm_source=MarketBeat">Wall Street Zen</MarketBeat
- 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
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