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

Das es immer wieder Tage gibt, an denen man meint es müsste up gehen und es geht down, oder andersherum, haben wir uns gewöhnt. Der heutige Verlauf von Siba ist aber sehr gewöhnungsbedürftig!

Sibanye-Stillwater bestätigt stufenweisen Start des Lithiumprojekts Keliber https://share.google/3tPSNS35ThKAyCCSQ

Bin wirklich gespannt wo die Reise hingeht.

Hab nochmal 5000 Stück nachgelegt.

Ist nur heute so, weil die Anleger zurückhaltend sind und das Marktumfeld fast komplett rot. Denke mit Eröffnung Nasdaq finden sich wieder Käufer!

Man merkt aber schon, dass die Aktie jetzt nicht so ansteigt wie die Metalle. Ich denke, es wird erst einmal abgewartet

Und dann war da noch der Führungswechsel.

Keine Ahnung. Aber nach einer Umstrukturierung nicht ungewöhnlich.

Warum gibt es Strategy Update vor den Zahlen. Gibt es hierfür einen Grund oder ist das immer so?

Könnte mir gut vorstellen, dass bis zum 20. Februar, wenn die Zahlen für Q4 kommen, der Silberpreis schon die 100$ Marke und Gold eventuell schon die 5000er Marke geknackt hat.

Note: Sibanye-Stillwater will host its Group Strategy update on Thursday, 29 January 2026. The Strategy update will be held at 14h00 (CAT) / 12h00 (GMT) / 07h00 (EST) / 05h00 (MST) at the JSE in Sandton, Johannesburg and will also be accessible via webcast and conference call. Please confirm your attendance, whether in person or virtually, at https://www.sibanyestillwater.com/features/2026/strategy-

Sibanye-Stillwater CEO Richard Stewart commented: "The staged ramp-up we have agreed on with our strategic partner ensures that the Keliber lithium project advances responsibly, derisking the commissioning phase to ensure an optimal technical and commercial approach, balancing market realities with stakeholder interests. We have invested significant capital through the price cycle to complete the construction phase of the Keliber lithium project, ensuring this strategic asset is ready to deliver local supply into the EU battery value chain.  Together, with our partners, we will continue to assess key milestones as we advance the Keliber project during its pre-operational phase and will continue to engage with potential strategic off-takers and EU stakeholders to ensure the value of this strategic asset is fully realised for the benefit of all stakeholders."

The staged commissioning of the various elements of the project (mine, concentrator, and refinery) reduces project ramp up risk, by initially ensuring operational readiness in the mining and concentrating stages, before making a decision on the timing of the commissioning of the refinery. This staged approach also maintains project financing flexibility by enabling capital expenditures and refining ramp-up costs to be deferred, based on lithium prices and other market factors and conditions. Concurrently with the staged commissioning of the mine and concentrator, several value engineering opportunities were identified from the comprehensive assessment and will be progressed, focusing on unit cost reduction and optimising processes. The Finnish Minerals Group is making preparations to participate pro rata to its equity stake in the project (20%) for additional financing required to sustain the project through the ramp-up period. The Keliber lithium project is Europe’s (EU) most advanced integrated lithium project, with planned battery-grade lithium hydroxide monohydrate (LiOH) production of around 15,000 tonnes per annum for over 18 years1. As the EU's most advanced integrated mine-to-market lithium project and one of the few LiOH refineries outside China, the project is strategically significant and has been classified as a Strategic project by the EU, aligned with the EU's strategic initiative for critical minerals, the Critical Raw Materials Act (CRMA).

,,Sibanye-Stillwater (JSE: SSW and NYSE: SBSW) is pleased to provide an update on the progress of its Keliber lithium project in Finland and planned commencement of the next phase of development, following the conclusion of a comprehensive, multidisciplinary assessment of the project. The assessment primarily evaluated various start-up and project optimisation scenarios to ensure the project can commence responsibly, given prevailing market conditions. The construction phase including cold commissioning of the fully integrated project remains on track for completion in Q1 2026. The total capital investment to complete the construction phase is estimated to be approximately EUR 783 million. Based on the outcomes of the multidisciplinary assessment, Sibanye-Stillwater and its strategic partner in the Keliber lithium project, the Finnish Minerals Group, have agreed that a staged start-up of the Keliber lithium project is the optimal way forward, given current market conditions. The staged commissioning of the various elements of the project (mine, concentrator, and refinery) reduces project ramp up risk, by initially ensuring operational readiness in the mining and concentrating stages, before making a decision on the timing of the commissioning of the refinery. This staged approach also maintains project financing flexibility by enabling capital expenditures and refining ramp-up costs to be deferred, based on lithium prices and other market factors and conditions."

https://www.wallstreet-online.de/nachricht/20378484-metalle-engpass-knapper-gold-metalle-supermetalle-sind

Bin mit ner kleineren Position auch wieder dabei...😉...mal gucken wie es läuft.