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Upturn AI SWOT - About
SBSW 
Sibanye Gold Ltd ADR (SBSW)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
04/01/2025: SBSW (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -64.56% | Avg. Invested days 21 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.20B USD | Price to earnings Ratio - | 1Y Target Price 4.95 |
Price to earnings Ratio - | 1Y Target Price 4.95 | ||
Volume (30-day avg) 9387693 | Beta 1.3 | 52 Weeks Range 3.05 - 5.92 | Updated Date 04/1/2025 |
52 Weeks Range 3.05 - 5.92 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.56 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -6.51% | Operating Margin (TTM) -16.23% |
Management Effectiveness
Return on Assets (TTM) -3.85% | Return on Equity (TTM) -11.43% |
Valuation
Trailing PE - | Forward PE 9.63 | Enterprise Value 4607981915 | Price to Sales(TTM) 0.03 |
Enterprise Value 4607981915 | Price to Sales(TTM) 0.03 | ||
Enterprise Value to Revenue 0.76 | Enterprise Value to EBITDA 0.16 | Shares Outstanding 707641984 | Shares Floating 2819075161 |
Shares Outstanding 707641984 | Shares Floating 2819075161 | ||
Percent Insiders - | Percent Institutions 16.37 |
Analyst Ratings
Rating 3 | Target Price 4.92 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Sibanye Gold Ltd ADR
Company Overview
History and Background
Sibanye Gold Ltd ADR, now Sibanye Stillwater, was founded in 2013 when Gold Fields spun off its KDC and Beatrix mines. It has grown through acquisitions to become a major player in platinum group metals (PGMs) and gold.
Core Business Areas
- Gold Operations: Includes the extraction and processing of gold ore to produce gold bullion.
- PGM Operations: Involves the mining and processing of platinum group metals, including platinum, palladium, and rhodium.
- Uranium Operations: Includes uranium production as a byproduct of gold mining.
- Recycling Operations: Involves recycling spent auto catalysts and electronic scrap to recover PGMs.
Leadership and Structure
Neal Froneman is the CEO. The organizational structure includes various operational divisions (gold, PGM, recycling) and support functions (finance, HR, legal).
Top Products and Market Share
Key Offerings
- Gold: Gold bullion produced from the company's gold mining operations. While market share varies based on production volume, Sibanye Stillwater is among the top gold producers globally. Competitors include Newmont (NEM) and Barrick Gold (GOLD).
- Platinum: Platinum extracted from PGM operations. Sibanye Stillwater is a significant platinum producer. Competitors include Anglo American Platinum (ANGPY) and Impala Platinum (IMPUY).
- Palladium: Palladium extracted from PGM operations. Sibanye Stillwater is a major palladium producer. Competitors include Norilsk Nickel (NILSY).
- Rhodium: Rhodium extracted from PGM operations. Sibanye Stillwater is a major Rhodium producer. Competitors include Anglo American Platinum (ANGPY) and Impala Platinum (IMPUY).
Market Dynamics
Industry Overview
The mining industry is cyclical, influenced by commodity prices, geopolitical events, and environmental regulations. The demand for PGMs is driven by the automotive industry (catalytic converters) and industrial applications.
Positioning
Sibanye Stillwater is a diversified precious metals producer with a strong position in both gold and PGMs. Its competitive advantages include its scale, diversified asset base, and expertise in deep-level mining.
Total Addressable Market (TAM)
The combined market value of gold and PGMs is substantial. The TAM for gold fluctuates, currently estimated to be in the hundreds of billions USD. The TAM for PGMs is also significant. Sibanye Stillwater is positioned to capture a significant portion due to its high production volume and recycling business.
Upturn SWOT Analysis
Strengths
- Diversified portfolio (gold and PGMs)
- Large-scale operations
- Expertise in deep-level mining
- Recycling business
- Geographic diversification
Weaknesses
- High debt levels
- Exposure to South African political and regulatory risks
- Labor relations challenges
- Operational disruptions (e.g., strikes, safety incidents)
- Cost pressures
Opportunities
- Rising PGM prices
- Expansion into new markets (e.g., battery metals)
- Technological advancements (e.g., automation)
- Increasing demand for recycled PGMs
- Strategic acquisitions
Threats
- Declining commodity prices
- Geopolitical instability
- Environmental regulations
- Labor unrest
- Increasing production costs
Competitors and Market Share
Key Competitors
- NEM
- GOLD
- PLG
- AAUKF
- RIO
Competitive Landscape
Sibanye Stillwater faces competition from large, established mining companies. Its competitive advantages include its diversified portfolio and expertise in deep-level mining. Disadvantages include its high debt levels and exposure to South African risks.
Major Acquisitions
Stillwater Mining
- Year: 2017
- Acquisition Price (USD millions): 2200
- Strategic Rationale: Diversified the company's portfolio into PGMs and reduced reliance on gold.
Growth Trajectory and Initiatives
Historical Growth: Sibanye Stillwater's growth has been driven by acquisitions and organic production increases. The company has experienced significant revenue growth in periods of high commodity prices.
Future Projections: Analyst projections vary widely depending on commodity price forecasts. Growth is expected to be driven by increased PGM production and recycling activities.
Recent Initiatives: Recent initiatives include investments in battery metals projects and expansion of the recycling business.
Summary
Sibanye Stillwater is a major precious metals producer with a diversified portfolio of gold and PGMs. While its scale and recycling business are strengths, high debt levels and exposure to South African risks pose challenges. The company's future prospects are tied to commodity prices and successful execution of its growth strategy, including expanding its battery metals business.
Similar Companies
GOLD
Barrick Gold Corp
GOLD
Barrick Gold Corp
NEM
Newmont Goldcorp Corp
NEM
Newmont Goldcorp Corp
PLG
Platinum Group Metals Ltd
PLG
Platinum Group Metals Ltd
RIO
Rio Tinto ADR
RIO
Rio Tinto ADR
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and a thorough understanding of the risks involved. Market share data is approximate and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Sibanye Gold Ltd ADR
Exchange NYSE | Headquaters - | ||
IPO Launch date 2013-02-11 | CEO & Executive Director Mr. Neal John Froneman B.Sc(MechEng), B.Sc., BCompt UNISA, PR Eng. | ||
Sector Basic Materials | Industry Other Precious Metals & Mining | Full time employees - | |
Full time employees - | |||
Sibanye Stillwater Limited, together with its subsidiaries, operates as a precious metals mining company in South Africa, the United States, Europe, and Australia. The company produces gold; platinum group metals (PGMs), including palladium, platinum, rhodium, iridium, and ruthenium; chrome; nickel; and silver, cobalt, and copper. Sibanye Stillwater Limited was founded in 2013 and is headquartered in Weltevreden Park, South Africa.
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