Sibanye Stillwater Stock Analysis NYSE: SBSW

Sven, wouldn't it be easier just to invest in commodities buying an ETC, rather than in company whose price is dependent on the commodities prices?
What I mean is that if I invest in a palladium ETC, and palladium goes up in price, the ETC will also appreciate.
But if I invest in Sibanye Stillwater, even if palladium goes up in price, something might go wrong with the company and the stock price will not increase.
An example is Riot Platform, whose price did not increase proportionally to the appreciation of Bitcoin, even though the company is a bitcoin and crypto miner.

Additionally remember that BEV still need PGMs

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🗽 I'm very disappointed from Sibanye. 😡 I received the shares by accident.

Pls look at TDW

Impala Platinum seems to be a better deal to me. Could you cover that as well ?

It is not really what I call a low risk investment . Sibanye Stillwater has engaged in several prepayment and metal streaming agreements. In August 2024, it secured a 1.8 billion rand ($98.7 million) gold prepayment deal. In December 2024, the company entered into a $500 million precious metals streaming agreement with Franco-Nevada, exchanging future gold and platinum production for immediate cash. Additionally, Sibanye Stillwater faces legal challenges. In October 2024, London's High Court ruled that the company must compensate Appian Capital Advisory for canceling a $1.2 billion deal to acquire Brazilian mines. The exact amount of damages will be determined in a hearing scheduled for November 2025.

What's your opinion of Evolution AB? Even with all unregulated revenue discounted at fair value/undervalued. Dropped today 10% because of a potential (worst case) 3% revenue loss from UK

I love the focus of buying cyclicals at the bottom of the cycle.👍

"I told you to buy" but "I am not a stock picker" 😕

Been following you for quite a time Sven! I was a little sceptical at first, but i found you are very aligned with my train of thought. I also pay some attention to SBSW, HCC and AMR. (btw it would be Great if you took the time to look at the met coal industry)

Anyway, another Great analysis, thanks for what you do🎉🎉

Looking forward to a downturn in the car industry.... there are a lot of interesting stocks in the ecosystems that could be purchased at discount 🎉

I happily watched this entire video Sven and you've given us another very interesting Company to consider. You built a very good case for this. As you said be patient and keep watching bc this probably has more to drop in this cycle. TY

Sven, Can you please disclose in your videos if you've recieved compensation for covering this stocks or others. Whether it's your pick or you got paid to cover it. Kinda important.

I sticked!

Bought 🎉

This company could just as easily go to 0.00.
I'm a bit burnt by recommendations doing just that.

You have to mention that south africa is a backwords corrupt country in decline. There is definetly a geopolitical risk.

Hi Sven, on the 2E supply demand chart, they are saying 2E market is in deficit short term and medium term. In longer term there will be surplus as they assume 50% of current demand for 2E used in auto industry will disappear. They are saying there is dislocation between short term price and fundamental.

Show me youre portfolio Performance.

The effects of the downturn are beginning to sink in. People are being impacted by the long-term decline in property prices and the housing market. I recently sold my house in the Sacramento area, and I want to invest my lump-sum profit in the stock market before prices start to rise again. Is now the right moment to buy, or not?

I love the videos about cyclicals!

Can you please analyze Toyota Motor Corp? Under 9x earnings, 3% dividend, great automotive manufacturer in terms of reliability and brand loyalty

Just another China qe proxy ;)

I'd like a 21-day money back guarantee on SBSW please.

Nice. good video. you got my attention!

Thank you for commodity video

Started a position last Feb/March at 4.1, bought more recently at 3.8 and 3.5, always intended on holding long.

Franco Nevada just gave them $500MM for royalties and will probably end up owning Sibanye and hiring contract miners to run it. Better off buying Franco. Just saying.

I've been waiting for this one. Platinum group metals seem like such a great place to be right now (or eventually), but SA is such a mess, which can wreck both their domestic companies and the whole market.

Sir. Do oil again! I love oil. Heheh

Whoa, all those metals make me interested.

Thanks for covering 🙏🙏😎😎 Your insights are always appreciated. Your output has been legendary of late. Enjoying the longer format discussion collaborations as well.

Can this Not Go bust? Then it can not take the Next cycle 😮

Looks like a disaster company

Don't forget recycling is big in PGM's. Loads of scrap available for Umicore & JMAT to recycle. Their marginal cost is lower than that of a mine. & like another one said; "Russia".

Im still watching umicore 👀

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I'm looking to buy below 3.08

Allways watch video until the end!! And repeat if necessary. Merry Christmas by the way.
Also where would this end up in the Sven value quadrant?

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No dividend no buy for me.

Most people today have been having a lot of failures in forex and crypto because of poor orientation and bad experts.

Can you look at trillion energy

SBSW might be the most mismanaged company I've ever seen. Definitely a deep value turnaround play at best

Sold it after 3 years of downtrend..even with good numbers..bought other miners they’re up bigtime..sbsw is too risky

What about Stillwater critical minerals?

pls cover $KSPI