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

Dafür ist mein EK nicht gut 😅 Trump hat mich kalt erwischt, obwohl ich meiner Frau schon eine Woche vor Kriegseintritt gesagt hatte, dass genau das passieren wird. Allerdings hatte ich den Impact auf Edelmetalle falsch eingeschätzt...

Bin dann mal auch wieder dabei.. 😎👍

😆Ich schätze deine offene Art und danke dir auch für die laufenden Mitteilungen. Am 28 steht ja nun die HV an und die 2025'er Zahlen liegen ja bereits vor. Das Jahr wurde mit 131 ZARCents Dividende abgehakt. Was erwartest du persönlich für 2026? Natürlich kann das angesichts geopolitischer Gegebenheiten nur Spekulation sein. Die Erwartungen von SSW wird man ja am Donnerstag erfahren.😀

Hängt alles davon ab, wie schnell der Irankrieg beendet wird und sich die Kraftstoffpreise, welche Auswirkungen auf die Produktionskosten der Minen haben, wieder sinken. Bis sich die Kraftstoffpreise wieder halbwegs dem Vorkriegsniveau annähern, wird es wohl mindestens 2 Jahre dauern. Sibanye hat noch den kleinen Vorteil der Windparks, die machen aber auf das Gesamtgeschäft gesehen nicht so viel aus.

Auf längere Sicht, wenn die Kraftstoffpreise wieder günstiger werden und wir gute Nachrichten von dem Burnstone-Projekt erhalten, sollte der Kurs, auch dank der fortschreitenden Schuldenreduzierung die 5€ Marke anlaufen.

650 Stück zu 2,64€ eingesackt

On 6 May 2026, as part of the Group’s measures to reduce gross debt by repurchasing outstanding debt securities, the Group announced the Any and All Tender Offer and the offer to purchase for cash up to US$75 million of the outstanding US$525 million senior notes due 2029 (the “2029 Notes”, and together with the 2026 Notes, the “Existing Notes”). The successful repurchase of the Existing Notes by Stillwater could result in an overall reduction in Group gross debt of up to US$250 million. This announcement pertains to the 2026 Notes only.

Johannesburg, 8 May 2026: Sibanye-Stillwater (tickers JSE: SSW and NYSE: SBSW) is pleased to announce that it has priced a new oversubscribed US$500 million senior notes offering due 2031 (the “2031 Notes”) (the “Offering”). The 2031 Notes will be issued through the Group’s wholly owned subsidiary, Sibanye-Stillwater UK Financing Plc, as a single tranche of US$500 million, maturing in five and a half years (non-call two) at a 6.25 per cent per annum coupon. The Offering is subject to customary closing conditions, and settlement is expected to occur on or around 15 May 2026. The Offering forms part of the Group’s previously announced capital management measures to reduce gross debt by repurchasing outstanding debt securities. The net proceeds of the 2031 Notes, together with the Group’s cash reserves, will be used to purchase existing notes issued by the Group’s wholly owned subsidiary, Stillwater Mining Company. On 6 May 2026, Sibanye-Stillwater commenced, through Stillwater Mining Company, offers to purchase for cash (i) any and all of the outstanding US$675 million senior notes due November 2026 (the “2026 Notes”), with any remaining amount expected to be settled in cash by the Group, and (ii) up to US$75 million of the outstanding US$525 million senior notes due 2029 (the “2029 Notes”, and together with the 2026 Notes, the “Existing Notes”). The successful repurchase of the Existing Notes by Stillwater Mining Company could result in an overall reduction in Group gross debt of up to US$250 million. CEO Richard Stewart commented: “We are pleased with the strong demand reflected in the more than five times oversubscription for the bond offering, which demonstrates investor confidence in Sibanye-Stillwater, its strategy and the quality and resilience of our portfolio. Today’s transaction marks another important step in strengthening our balance sheet, extending our debt maturity profile, and enhancing our financial flexibility. These actions are fully aligned with our disciplined capital allocation framework, which includes, amongst others, a target of reducing gross debt by approximately 50% over the next two to three years.  Importantly, strengthening and improving the flexibility of our balance sheet, combined with optimising margins from our operations, strongly positions us to continue delivering on our strategy, including investing in organic value accretive growth and positioning the company to deliver future-facing metals that support the evolving energy landscape.”

JP Morgan hat auch gerade erst aufgestockt und hält mehr als BlackRock. Zudem gehen die wohl davon aus, wie ich auch, dass mit der Reduzierung der Schulden auch eine Erhöhung der Dividende und/oder Aktienrückkäufe getätigt werden könnten.

BlackRock ist dermassen mächtig und ist beinahe bei jeder bedeutenden ag weltweit beteiligt. Nicht immer gereicht das zum Vorteil der Unternehmen. BlackRock agiert über 'Töchter' mit verschiedenen Finanzinstrumenten, den eigenen Vorteil im Blick, häufig auch gegen die Interessen des betroffenen Unternehmens. Ich hoffe also, dass der Anteil nicht noch weiter steigt, sondern sich diverse andere Investoren finden um den Einfluss zu begrenzen.

Johannesburg, 7 May 2026: In accordance with section 122(3)(b) of the Companies Act 71 of 2008 (the Act), Regulation 121(2)(b) of the Companies Act Regulations, 2011 and paragraph 3.83(b) of the JSE Limited Listings Requirements, shareholders are hereby advised that Sibanye-Stillwater (Tickers JSE: SSW and NYSE: SBSW) has received formal notification that BlackRock, Inc. has, in aggregate, acquired an interest in the ordinary shares of the Company such that the total interest held by BlackRock, Inc. now amounts to 5.002% of the total issued ordinary shares of Sibanye-Stillwater. Sibanye-Stillwater has, in terms of section 122(3)(a) of the Act which requires any company that receives notification of a change in beneficial interest in its securities, whether through acquisition or disposal, to file the required notice with the Takeover Regulation Panel. The Board of directors of Sibanye-Stillwater accepts responsibility for the information contained in the announcement, having received the forms TRP121.1 from BlackRock, Inc. and to the best of their respective knowledge, believe the information contained in the announcement is accordingly true and does not omit anything likely to affect the importance of the information contained in this announcement.

Johannesburg, 6 May 2026: Sibanye-Stillwater (Tickers JSE: SSW and NYSE: SBSW) is pleased to announce the commencement of capital management measures to reduce its gross debt through the purchases of outstanding debt securities, funded in part by the proposed issuance of new senior notes as well as the Group’s cash reserves. Specifically, Stillwater Mining Company (“Stillwater”), a wholly-owned subsidiary of Sibanye-Stillwater has commencement a series of tender offers to purchase for cash (i) any and all of its outstanding 4.000% senior notes due 2026 (the “2026 Notes”) and (ii) up to the Capped Maximum Amount (as defined below) of its outstanding 4.500% senior notes due 2029 (the “2029 Notes”, and together with the 2026 Notes, the “Notes”) upon the terms of, and subject to the conditions in, the offer to purchase dated 6 May 2026 (the “Offer to Purchase”) and, in the case of the 2026 Notes only, the accompanying notice of guaranteed delivery (the “Notice of Guaranteed Delivery,” together with the Offer to Purchase, the “Tender Offer Documents”), including the Financing Condition (as defined below). Tendered 2029 Notes will only be accepted for purchase up to an aggregate principal amount that does not exceed an amount equal to US$75,000,000 (the “Capped Maximum Amount”). The tender offer for the 2026 Notes is referred to as the “Any and All Tender Offer” and the tender offer for the 2029 Notes is referred to as the “Capped Tender Offer.” The Any and All Tender Offer and the Capped Tender Offer are referred to collectively as the “Tender Offers.”  Capitalised terms not otherwise defined in this announcement have the same meaning as assigned to them in the Offer to Purchase. Holders of the Notes are advised to read the Tender Offer Documents for full details of, and information on the procedures for participating in, the Tender Offers carefully. All documentation relating to the Tender Offers, including the Tender Offer Documents, together with any updates, is available at the following website: https://deals.is.kroll.com/sibanye.

Adjusted EBITDA¹ of US$48 million (R777 million) was 611% higher, due to 88% higher 2E PGM price and Section 45X credits Consolidated recycling operations contributed adjusted EBITDA¹ of US$98 million (R1.6 billion) primarily from sales of 1,343,043oz precious metals (PGMs 8%, gold 3% and silver 89%) at higher prices  Century zinc retreatment operation delivered adjusted EBITDA¹ of US$29 million (R467 million), a significant year-on-year increase despite declining production  Construction at the Keliber lithium project was completed on schedule, with staged production ramp-up underway Syväjärvi mine ore stockpile of 42 kilotonnes (kt) since first blast on 11 February 2026

Continued improvement in safety performance, with no fatalities during Q1 2026 and improvements in all safety statistics  Solid operational performance, coupled with increasing commodity prices, supports delivery of our strategic objective of increasing operating margins  Group adjusted EBITDA¹ of R19.4 billion (US$1.2 billion), a 371% increase  SA PGM operations delivered a 2% increase in production and with focused cost control maintained AISC at R24,629/4Eoz (US$1,507/4Eoz)  Adjusted EBITDA¹ of R12.4 billion (US$762 million) for Q1 2026, 393% higher, benefiting from 87% higher 4E PGM prices  Production from the SA gold operations (including DRDGOLD) was stable, while AISC increased 15% primarily due to higher operating cost and higher royalty taxes linked to the elevated gold price Adjusted EBITDA¹ of R4.7 billion (US$288 million) was 160% higher, driven by a 49% higher gold price  At the US PGM operations, AISC increased 14% to US$1,291/2Eoz (R21,101/2Eoz) reflecting 5% lower production and higher sustaining capital year-on-year associated with the mechanisation project

In accordance with section 122(3)(b) of the Companies Act 71 of 2008 (the Act), Regulation 121(2)(b) of the Companies Act Regulations, 2011 and paragraph 3.83(b) of the JSE Limited Listings Requirements, shareholders are hereby advised that Sibanye-Stillwater (Tickers JSE: SSW and NYSE: SBSW) has received formal notification that JPMorgan Chase & Co. has, in aggregate, acquired an interest in the ordinary shares of the Company such that the total interest held by JPMorgan Chase & Co. now amounts to 5.66% of the total issued ordinary shares of Sibanye-Stillwater. Sibanye-Stillwater has, in terms of section 122(3)(a) of the Act, which requires any company that receives notification of a change in beneficial interest in its securities, whether through acquisition or disposal, to file the required notice with the Takeover Regulation Panel. The Board of directors of Sibanye-Stillwater accepts responsibility for the information contained in the announcement, having received the forms TRP121.1 from JPMorgan Chase & Co. and to the best of their respective knowledge, believes the information contained in the announcement is accordingly true and does not omit anything likely to affect the importance of the information contained in this announcement.