Sibanye Stillwater WKN: A2PWVQ ISIN: ZAE000259701 Forum: Aktien Thema: Hauptdiskussion

Immer gerne!

https://seekingalpha.com/news/4551987-sibanye-stillwaters-call-for-tariffs-on-russian-palladium-wins-initial-u-s-backing

'...Das Handelsministerium erklärte diese Woche, dass die vorläufigen Ergebnisse seiner Untersuchung auf Dumping hindeuten, und gab eine „vorläufige gewichtete durchschnittliche Dumpingspanne” von 132,83 % für Palladium aus Russland an...!'

Ist eigentlich ein riesen Ding für Sibanye, wundert mich, dass der Kurs gerade bei Sibanye darauf noch nicht so reagiert hat. Zuletzt gab es einen Haufen gute Nachrichten(3 Jahresvertrag mit der Gewerkschaft, langlebiger Stromliefervertrag, eigene, grüne Stromproduktion und somit Sicherheit vor Stromausfällen, wahrscheinlich Zölle auf russisches Palladium, die Edelmetallkurse stehen weit höher als 2023, außer bei Palladium und Platin und trotzdem ist der Kurs noch ein gutes Stück weg vom ATH... Naja, wird sich schon auszahlen, man muss nur Geduld haben. Rein charttechnisch könnten die Edelmetallkurse bald wieder Fahrt nach Oben aufnehmen.

Johannesburg, 17 February 2026: Sibanye-Stillwater (Tickers JSE: SSW and NYSE: SBSW) is pleased to report attributable Group Mineral Resources and Mineral Reserves as at 31 December 2025.   The declared Mineral Resources and Mineral Reserves for the Group's managed operations and projects are the outcome of a detailed annual operational and life of mine (LoM) planning process and are indicative of the considerable underlying mineral assets base which supports sustainable, long-life production. In addition, attributable Mineral Resources and Mineral Reserves are also declared based on our legal interest in non-managed mineral properties.   This Mineral Resources and Mineral Reserves declaration represents a condensed and consolidated summary of the full Sibanye-Stillwater Mineral Resources and Mineral Reserves declaration, which will be available in the Group Mineral Resources and Mineral Reserves Report. The report will be published on 24 April 2026 at www.sibanyestillwater.com/news-investors/reports/annual/.

Sibanye-Stillwater (JSE: SSW and NYSE: SBSW) welcomes the announcement of a preliminary affirmative determination by the United States Department of Commerce (Commerce) regarding the antidumping duty investigation into imports of unwrought palladium from Russia. The preliminary determination references antidumping duty rates of 132.83% on imports of unwrought palladium from Russia, which is effective upon the decision’s publication in the Federal Register, which could occur as early as next week. This tariff is subject to final determinations by the International Trade Commission (ITC) and Commerce, which are expected to be completed in June 2026. The duties are expected to act as a deterrent to Russian palladium imports entering the US market. This development follows the antidumping and countervailing duty petitions filed by Sibanye‑Stillwater, together with the United Steelworkers Union, in July 2025, to address Russian palladium imports to the US and to protect the long‑term sustainability of domestic platinum group metals (PGM) supply in the United States (refer to the Media release). Between 2022 and 2024, US imports of Russian palladium increased by 35%, while palladium prices fell by 50%. Since filing the petitions, Russian palladium imports into the United States appear to have declined substantially, and palladium prices have increased materially. The antidumping investigation continues alongside a countervailing duty investigation by Commerce and a concurrent injury determination by the ITC. A final outcome will be subject to further determinations by these authorities. “We are encouraged by the Commerce Department’s affirmative preliminary determination and would like to thank all stakeholders who have been working tirelessly to advance this process. Russia’s palladium dumping has resulted in a material competitive disadvantage to the local United States PGM producers and employees, and enforcement of US trade laws enables our US PGM operations to compete on a more level playing field against other, less regulated regions,” said Richard Stewart, CEO of Sibanye-Stillwater.

Sibanye-Stillwater (JSE: SSW and NYSE: SBSW) and NOA are pleased to announce the conclusion of a 138 megawatt (MW) renewable energy power purchase agreement (PPA). This additional supply will increase Sibanye-Stillwater’s renewable energy portfolio to approximately 765MW, entrenching the Group’s position as the largest contracted private renewable energy off-taker in the South African (SA) mining industry and a leader in the country’s private sector transition to renewable energy. In terms of this agreement, Sibanye-Stillwater’s SA operations will be supplied with 138 MW per annum of renewable energy from NOA, a licensed energy trader, from a portfolio of aggregated solar and wind generation facilities under a flexible 10-year agreement, supplemented by short-term supply on a take-and-pay basis. This additional renewable energy supply from NOA is expected to reduce Sibanye-Stillwater's greenhouse gas emissions by approximately 433,0801 tCO₂e per annum from 2028 onwards. Electricity will be delivered through a national wheeling framework using the Eskom grid.

Hier mal der der original Text von der Präsentation, übersetzt ins Deutsche: ,,Rendite für die Stakeholder = Dividendenpolitik von 25 % bis 35 % des normalisierten Gewinns und Beiträge an die Sibanye-Stillwater-Stiftung in Höhe von 1,5 % der ausgeschütteten Dividenden."

Die 1,5% beziehen sich nur auf die Spenden an die Sibanye Stillwater Stiftung. An diese gehen 1,5% der ausgeschütteten Dividende.

Und da Sibanye 2 mal im Jahr ausschüttet, wird erst die zweite Zahlung Ende September richtig interessant.

Kann man jetzt noch gar nicht sagen, da Sibanye 25-35% der Einnahmen ausschüttet, da muss man erstmal Q4 2025 abwarten.

Sind es dann die 1.5%?

Um den 20.03 herum ist Ex Tag für Dividende.

https://www.miningmx.com/top-story/64073-sibanye-stillwater-to-ask-eu-for-lithium-price-underpin/

Vorläufige Ergebnisse zu Sibanyes Petition an die USA, einen Zoll auf russische Palladiumimporte zu erheben, um die langfristige Versorgungssicherheit in den Vereinigten Staaten zu stärken, werden laut Stewart in diesem Monat oder Anfang März erwartet.