External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>The analysis focuses on Sibanye-Stillwater (SBSW) and its potential in the platinum group metals (PGMs) market, while also considering competitors like Northam Platinum and Impala Platinum.</li><li>The thesis suggests that decreasing production costs can lead to increased profits and stock prices as commodity prices rise.</li><li>Sibanye-Stillwater operates in South Africa and the United States but faces geopolitical risks associated with its South African operations, a common challenge for PGM miners in the region.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)The analysis focuses on Sibanye-Stillwater (SBSW) and its potential in the platinum group metals (PGMs) market, while also considering competitors like Northam Platinum and Impala Platinum.The thesis suggests that decreasing production costs can lead to increased profits and stock prices as commodity prices rise.Sibanye-Stillwater operates in South Africa and the United States but faces geopolitical risks associated with its South African operations, a common challenge for PGM miners in the region.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Sibanye-Stillwater Limited (SBSW) - Wednesday, Jun 11, 2025

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Cross Asset Strategy

<ul>
<li>A review of recent events/data impacting our investment themes and outlook</li>
<li>What are major global bond markets telling us about the world?</li>
<li>We look at potential beneficiaries  of the next wave of inflation </li>
</ul>


A review of recent events/data impacting our investment themes and outlook
What are major global bond markets telling us about the world?
We look at potential beneficiaries  of the next wave of inflation 


Overview #27 – The Big Beautiful Tragi-Comedy Continues

Commodities

<ul>
<li>How have our major investment themes performed so far in 2025?</li>
<li>Review of the performance of the major markets and asset classes we focus on</li>
<li>We revisit our outlook for each of those asset classes for Q4 25</li>
</ul>


How have our major investment themes performed so far in 2025?
Review of the performance of the major markets and asset classes we focus on
We revisit our outlook for each of those asset classes for Q4 25


<ul>
<li>A review of recent events/data impacting our investment themes and outlook</li>
<li>Tariff chatter is a sideshow; the real focus should be  on the US Administration’s Fed plans</li>
<li>Non-Chinese miners of rare earths and other strategic minerals will command a steep premium.</li>
</ul>


A review of recent events/data impacting our investment themes and outlook
Tariff chatter is a sideshow; the real focus should be  on the US Administration’s Fed plans
Non-Chinese miners of rare earths and other strategic minerals will command a steep premium.


Overview #30 – the Summer Doldrums-Not! Stage setting for the next phase of the bull market.

<ul>
<li>How did our major investment themes do so far in 2025?</li>
<li>Review of the performance of the major markets and asset classes we focus on </li>
<li>We revisit our outlook for each of those asset classes for H2 25</li>
</ul>


How did our major investment themes do so far in 2025?
Review of the performance of the major markets and asset classes we focus on 
We revisit our outlook for each of those asset classes for H2 25


South Africa

Sibanye Stillwater Limited is a mining and metals processing group. The Company produces platinum, palladium, and rhodium and gold producer, as well as produces other PGMs, such as iridium and ruthenium, along with chrome, copper and nickel as by-products. Sibanye Stillwater serves customers worldwide.

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Sibanye Stillwater (SBSW US)

Sibanye-Stillwater Limited (SBSW) - Wednesday, Jun 11, 2025

The analysis highlights Sibanye-Stillwater's potential in platinum group metals, emphasizing that lower production costs may lead to higher profits...

Value Investors Club (VIC)

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Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Sibanye-Stillwater Limited (SBSW) - Wednesday, Jun 11, 2025

The analysis highlights Sibanye-Stillwater's potential in platinum group metals, emphasizing that lower production costs may lead to higher profits...

Value Investors Club (VIC)

Overview #27 – The Big Beautiful Tragi-Comedy Continues

More positive news for the Uranium Sector. Jefferies upgraded the Australian uranium miners yesterday with $PDN, $BOE and $DLY rallying 15-20% & up...

Rikki Malik

Q4 Outlook for Our Investment Themes

​A review of the performance of how our major investment themes have performed in 2025 and our outlook for Q4 and beyond.

Rikki Malik

Overview #30 – the Summer Doldrums-Not! Stage setting for the next phase of the bull market.

A review of recent events/data impacting our investment themes and outlook. We look at the Fed and the implications of DoD's stake in a rare earth...

Rikki Malik

Mid-Year Themes Review - Part II

Investor focus on hard assets ramps up. Overnight news that the Pentagon will take a US$400M stake in MP Materials is another boost for the rare...

Rikki Malik

A review of the performance of how our major investment themes have performed in 2025 and our outlook for Q4 and beyond.