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Upturn AI SWOT - About
Sibanye Gold Ltd ADR (SBSW)

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Upturn Advisory Summary
10/31/2025: SBSW (1-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $11.09
1 Year Target Price $11.09
| 0 | Strong Buy |
| 1 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -43.3% | Avg. Invested days 21 | Today’s Advisory WEAK BUY |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.58B USD | Price to earnings Ratio - | 1Y Target Price 11.09 |
Price to earnings Ratio - | 1Y Target Price 11.09 | ||
Volume (30-day avg) 3 | Beta 0.97 | 52 Weeks Range 3.05 - 13.11 | Updated Date 11/3/2025 |
52 Weeks Range 3.05 - 13.11 | Updated Date 11/3/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.29 |
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 2025-11-06 | When Before Market | Estimate - | Actual - |
Profitability
Profit Margin -3.18% | Operating Margin (TTM) -0.17% |
Management Effectiveness
Return on Assets (TTM) -0.57% | Return on Equity (TTM) -5.75% |
Valuation
Trailing PE - | Forward PE 10.64 | Enterprise Value 9230730356 | Price to Sales(TTM) 0.07 |
Enterprise Value 9230730356 | Price to Sales(TTM) 0.07 | ||
Enterprise Value to Revenue 1.42 | Enterprise Value to EBITDA 58.16 | Shares Outstanding 707641816 | Shares Floating 2824028654 |
Shares Outstanding 707641816 | Shares Floating 2824028654 | ||
Percent Insiders 0.01 | Percent Institutions 23.78 |
Upturn AI SWOT
Sibanye Gold Ltd ADR

Company Overview
History and Background
Sibanye Gold Ltd was established in 2013 as a spin-off from Gold Fields, focusing on deep-level gold mining in South Africa. It has since diversified into platinum group metals (PGMs) and other minerals through various acquisitions globally.
Core Business Areas
- Gold Mining: Extraction and processing of gold ore, primarily from underground mines in South Africa. Historically, their core focus.
- PGM Mining: Extraction and processing of platinum group metals (platinum, palladium, rhodium), mainly from operations in South Africa and the United States.
- Other Metals: Exploration, development, and mining of other metals, including nickel, lithium and copper, from diversified geographical locations.
Leadership and Structure
Neal Froneman serves as the CEO. The company has a board of directors overseeing strategic direction and operational performance. Operations are divided geographically and by commodity.
Top Products and Market Share
Key Offerings
- Gold: Production and sale of gold bullion. Market share fluctuates based on production levels and global gold prices, but generally in the top 10 gold producers globally. Competitors include Newmont, Barrick Gold, and AngloGold Ashanti. Revenue depends on spot price and production, and can vary greatly.
- Platinum: Production and sale of platinum. Sibanye Stillwater is a significant producer of platinum. Market share can fluctuate, especially with the acquisition of Stillwater Mining in 2017. Competitors: Anglo American Platinum, Impala Platinum, and Northam Platinum. Revenue depends on spot price and production, and can vary greatly.
- Palladium: Production and sale of palladium. Sibanye Stillwater is a significant producer of palladium. Market share can fluctuate, especially with the acquisition of Stillwater Mining in 2017. Competitors: Norilsk Nickel, Anglo American Platinum, and Impala Platinum. Revenue depends on spot price and production, and can vary greatly.
Market Dynamics
Industry Overview
The mining industry is highly cyclical, influenced by commodity prices, global economic conditions, and geopolitical events. Supply and demand dynamics significantly impact profitability.
Positioning
Sibanye Gold Ltd ADR positions itself as a diversified precious metals producer with a focus on cost-effective operations and strategic acquisitions. Competitive advantages include diversification and strong positions in key PGM markets.
Total Addressable Market (TAM)
The total addressable market for gold is in the trillions of USD, driven by investment demand, jewelry, and industrial uses. TAM for PGMs is driven primarily by auto catalysts. Sibanye is positioned to capture a portion of these markets, with focus on efficiency and diversification.
Upturn SWOT Analysis
Strengths
- Diversified commodity portfolio (gold, PGMs)
- Significant PGM production capacity
- Strategic acquisitions for growth
- Experienced management team
- Cost control measures
Weaknesses
- High debt levels from acquisitions
- Operational challenges in deep-level mining
- Exposure to South African political and economic risks
- Dependence on commodity prices
- Labor relations risks
Opportunities
- Further diversification into battery metals
- Increased demand for PGMs in hydrogen economy
- Expansion of recycling operations
- Acquisition of distressed assets
- Improving cost efficiency
Threats
- Fluctuations in commodity prices
- Geopolitical risks in operating regions
- Rising energy costs
- Environmental regulations
- Labor unrest
Competitors and Market Share
Key Competitors
- NEM
- GOLD
- AU
- HMY
- IAG
Competitive Landscape
Sibanye Gold Ltd ADR has a competitive advantage through diversification of commodities. However, they face challenges related to high debt, labor relations, and geopolitical factors that affects their operations. Competitors may have lower production costs, or better political dynamics in their favor.
Major Acquisitions
Stillwater Mining
- Year: 2017
- Acquisition Price (USD millions): 2200
- Strategic Rationale: Expanded Sibanye's PGM production and established a presence in the United States.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by acquisitions and expansions of existing operations. Historical growth rates vary significantly year to year.
Future Projections: Future growth projections depend on commodity price forecasts, production targets, and acquisition strategies. Analyst estimates should be consulted for specific projections.
Recent Initiatives: Recent initiatives include investments in battery metals, expansion of recycling operations, and cost optimization programs.
Summary
Sibanye Stillwater has strategically diversified into PGMs reducing reliance on gold and creating a global presence. However, their acquisitions resulted in a very high debt load. Exposure to South African political and labor risks, along with volatile commodity prices, pose threats. Their focus on battery metals is a promising strategy for the long term, but they must manage costs and debt effectively to maximize value.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Analyst reports
- Industry publications
Disclaimers:
This analysis is based on available information and estimates. Investment decisions should be based on thorough research and consultation with a financial advisor. Data is provided 'as is' without warranty of any kind.
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 Dr. Richard Andrew Stewart B.Sc., BSc (Hons), M.B.A., Ph.D., Pr.Sci.Nat. | ||
Sector Basic Materials | Industry Other Precious Metals & Mining | Full time employees 57857 | |
Full time employees 57857 | |||
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; lithium; zinc; nickel; and silver, cobalt, and copper. Sibanye Stillwater Limited was founded in 2013 and is headquartered in Weltevredenpark, South Africa.

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