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Upturn AI SWOT - About
SBSW 
Sibanye Gold Ltd ADR (SBSW)
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Upturn Advisory Summary
09/17/2025: SBSW (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $9.11
1 Year Target Price $9.11
| 0 | Strong Buy |
| 1 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -48.78% | Avg. Invested days 20 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.23B USD | Price to earnings Ratio - | 1Y Target Price 9.11 |
Price to earnings Ratio - | 1Y Target Price 9.11 | ||
Volume (30-day avg) 3 | Beta 0.77 | 52 Weeks Range 3.05 - 9.85 | Updated Date 09/17/2025 |
52 Weeks Range 3.05 - 9.85 | Updated Date 09/17/2025 | ||
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 2025-08-28 | When - | Estimate 0.09 | 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 8.22 | Enterprise Value 7449945230 | Price to Sales(TTM) 0.06 |
Enterprise Value 7449945230 | Price to Sales(TTM) 0.06 | ||
Enterprise Value to Revenue 1.16 | Enterprise Value to EBITDA 47.34 | Shares Outstanding 707641984 | Shares Floating 2824085265 |
Shares Outstanding 707641984 | Shares Floating 2824085265 | ||
Percent Insiders 0.01 | Percent Institutions 24.28 |
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 unbundled its KDC and Beatrix gold mines in South Africa. It has since grown through acquisitions, diversifying into platinum group metals (PGMs) and lithium.
Core Business Areas
- PGM Operations: Sibanye Stillwater is a major producer of platinum, palladium, rhodium, and other PGMs, primarily from operations in South Africa and the United States. This includes the Stillwater mine in Montana.
- Gold Operations: The company continues to produce gold from its South African operations, though PGMs are now the dominant revenue source.
- Lithium Operations: Sibanye Stillwater has invested in lithium projects, aiming to become a significant producer of battery metals.
Leadership and Structure
Neal Froneman is the CEO. The organizational structure includes executive leadership overseeing various operational regions and business units, including PGM, Gold, and Lithium divisions.
Top Products and Market Share
Key Offerings
- Platinum: Platinum is a primary product, used in catalytic converters and jewelry. Sibanye Stillwater is among the largest platinum producers globally. Market share varies but is estimated to be between 10-15% of global production. Competitors include Anglo American Platinum, Impala Platinum, and Northam Platinum.
- Palladium: Palladium is used mainly in catalytic converters. Sibanye Stillwater is a significant palladium producer, especially from its US operations. Market share is estimated to be 15-20% of global production. Competitors include Norilsk Nickel, Anglo American Platinum, and Impala Platinum.
- Gold: Gold is mined at the South African operations. While gold's contribution to revenue has decreased relative to PGMs, it is still a significant product. Sibanye's gold production represents a single-digit percentage of global output. Competitors include Newmont, Barrick Gold, and AngloGold Ashanti.
Market Dynamics
Industry Overview
The mining industry, particularly PGMs, is influenced by factors such as automotive demand, emission regulations, geopolitical risks in mining regions, and metal prices. The lithium market is driven by the growth of electric vehicles and battery storage solutions.
Positioning
Sibanye Stillwater is positioned as a diversified precious metals and battery metals producer. Its competitive advantages include its large PGM reserves, particularly in South Africa and the US, and its expansion into lithium. However, it faces challenges related to operational risks and labor relations in South Africa.
Total Addressable Market (TAM)
The total addressable market for PGMs and lithium is estimated to be in the hundreds of billions of dollars annually. Sibanye Stillwater is positioning itself to capture a significant share of the market, particularly in PGMs, and is aiming to grow its market share in lithium as production ramps up.
Upturn SWOT Analysis
Strengths
- Diversified portfolio of PGMs, gold, and lithium
- Significant PGM reserves in South Africa and the US
- Strategic acquisitions to expand operations
- Established infrastructure and operational expertise
Weaknesses
- Operational risks in South African mines
- Labor relations challenges in South Africa
- Exposure to commodity price volatility
- High debt levels due to acquisitions
Opportunities
- Growing demand for PGMs in automotive catalytic converters
- Expansion into the lithium market
- Potential for further acquisitions
- Cost optimization and efficiency improvements
Threats
- Fluctuations in PGM and gold prices
- Geopolitical risks in mining regions
- Environmental regulations
- Labor unrest in South Africa
Competitors and Market Share
Key Competitors
- NILSY
- AGPPY
- NILSY
- AUY
Competitive Landscape
Sibanye Stillwater faces competition from larger, more established mining companies. Its advantages include its diversified portfolio and its presence in both South Africa and the US. Its disadvantages include operational risks and labor relations issues in South Africa. Competitors often have greater financial flexibility.
Major Acquisitions
Stillwater Mining Company
- Year: 2017
- Acquisition Price (USD millions): 2200
- Strategic Rationale: Acquired Stillwater Mining for its PGM assets in the United States, providing geographic diversification and access to a lower-risk operating environment.
Lonmin
- Year: 2019
- Acquisition Price (USD millions): 387
- Strategic Rationale: Acquired Lonmin to consolidate its PGM operations in South Africa, creating synergies and cost savings.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by acquisitions and increased PGM production.
Future Projections: Future growth is projected to be driven by increased PGM demand, lithium production, and cost optimization initiatives. Analyst estimates vary based on commodity price forecasts.
Recent Initiatives: Recent initiatives include expanding lithium production, streamlining operations, and managing debt.
Summary
Sibanye Stillwater is a diversified precious metals producer with a strong position in the PGM market. Its growth has been driven by strategic acquisitions, though it faces operational and labor-related challenges in South Africa. Expanding into lithium represents a significant growth opportunity, but the company must manage its debt and exposure to commodity price volatility. Current global events could impact its growth and profits as a strong company.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company reports
- Analyst estimates
- Industry publications
- Third-party financial data providers
Disclaimers:
This analysis is based on available information and estimates and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor. Market conditions and company performance can change rapidly.
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 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 Weltevreden Park, South Africa.
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