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

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. 

https://ch.marketscreener.com/boerse-nachrichten/sibanye-erwartet-kurzfristige-volatilitaet-bei-platinpreisen-aber-eine-rueckkehr-zu-frueheren-tiefstst-ce7e5aded18ef020

New collaboration to develop high-impact PGM technologies and drive the next wave of industrial innovation Johnson Matthey (JM), Sibanye-Stillwater, and Valterra Platinum launch a new programme to develop innovative technologies enabled by Platinum Group Metals (PGMs) – versatile, high-performance metals that can power solutions to global challenges and unlock new industrial growth. The collaboration brings together leading PGM producers and world-class R&D and industry expertise to accelerate the journey of new PGM-based products and technologies from research lab to commercialisation. The programme aims to broaden the applications of PGMs far beyond their current use. Around 60% of global PGM supply is used in catalytic converters, that reduce harmful emissions from internal combustion engines (ICE). This multi-million-pound, multi-year collaboration will explore and scale technologies that capitalise on the exceptional performance and durability of PGMs as well as their robust, circular supply chains. Liz Rowsell, Chief Technology Officer at Johnson Matthey, said: “PGMs are critical to the modern economy, so it's important we are innovative and ambitious in our efforts to find new applications for these incredible metals. "By coming together, we're able to create a unique ecosystem to explore opportunities where PGMs could provide even more benefits and progress the technologies that best support the PGM industry and the global economy.” The collaboration, expected to expand with additional partners in the coming months, will explore uses across multiple sectors including clean hydrogen, enhanced emissions detection and reduction across stationary and mobile sources, new electronic materials, and high-performance alloys and other advanced materials. Richard Stewart, Chief Executive Officer of Sibanye-Stillwater, commented: “We are pleased to be partnering with JM and Valterra on this critical market development initiative. We believe that this collaboration should successfully develop alternative industrial applications for PGMs, securing and diversifying future demand. The focus will be on the entire basket of PGMs and developing a better supply and demand balance for the basket of metals.” Craig Miller, CEO of Valterra Platinum, commented: “PGMs have extraordinary potential, and through this collaboration with JM and Sibanye-Stillwater, we can accelerate innovation that will better our world. This reflects our ongoing commitment to creating a sustainable pipeline of PGM-enabled technologies that will define the next era of demand.”

Falls es irgendwer noch nicht gesehen hat: Sibanye-Stillwater presented a strategy update on Thursday, 29 January 2026. https://youtu.be/XOdx5TQKdYg?si=7wMbZjd071U5ln3A

https://www.n-tv.de/wirtschaft/Das-sind-die-wahren-Gruende-fuer-den-Edelmetall-Crash-id30331592.html

Sibanye-Stillwater (JSE: SSW and NYSE: SBSW) is pleased to announce the conclusion of a flexible renewable energy power purchase agreement (PPA) with Etana Energy, a licensed energy trader. Etana Energy will supply Sibanye-Stillwater’s SA operations with approximately 220 megawatts (MW)1 of renewable electricity from a diversified portfolio of solar and wind generation projects for a period of 10 years, further positioning Sibanye-Stillwater as South Africa’s largest offtaker in the SA mining industry and the second largest private offtaker of renewable energy in the country. This additional 220 MW supply increases the Group's total renewable energy capacity under development from 407 MW at the end of 2025 to approximately 627 MW, delivering on the Group’s strategic target of 600 MW from renewable energy sources, enabling both decarbonisation and long-term electricity cost savings of 20%-30% per annum relative to current Eskom utility rates. The PPA with Etana Energy followed a competitive tender process to secure additional renewable energy on flexible commercial terms, considering the life-of-mine profile and energy requirements of the Group's SA operations. This agreement is expected to reduce greenhouse gas emissions by approximately 648,000 tCO₂e*. Electricity will be delivered through the national transmission network utilising wheeling. Cumulatively, from 2028, Sibanye-Stillwater's renewable energy portfolio is expected to generate 2.036 terawatt-hours (TWh) of clean energy annually, translating to a 2.198 mtCO₂e* reduction in scope 2 emissions per year. Sibanye-Stillwater CEO, Richard Stewart, commented, “Our agreement with Etana Energy adds a material 220MW equivalent to over 35% of our renewable energy target and takes us closer towards our 2040 carbon neutral goal. Not only does this underscore our sustainability commitments but it is also expected to provide a lower-cost energy supply for our South African operations.” 1. Alternating current (AC) megawatts refer to the actual usable power that can be delivered to a facility or the electrical grid after conversion *Conversion factor used: 1.08 tCO₂e /MWh

Jetzt ärgere ich mich natürlich zu früh eingekauft zu haben, man hätte das jetzt richtig schön traden können.

Darf ich fragen, wie Du das meinst? Der Zusammenhang ist mir irgendwie nicht klar. Ich habe die Aktie immer noch auf der Watchlist, bin aber seit mehreren Jahren nicht mehr investiert und hab die Entwicklung aus den Augen verloren.

Na. Kaum hab' ich's gesagt.😄

Vielleicht. Vielleicht aber auch nicht. Warte lieber den 20.2. ab und beobachte die Preisentwicklung der PGM's. Und wenn 'Trump' dann noch mit dem 'richtigen' Fuss aufwacht sind das tatsächlich wieder 'Kaufkurse'.😄

Bald wieder Kaufpreise.

z.B. Fresnillo war die Tage auch viel tiefer im Minus als Sibanye, das liegt aber an deren hoher Silberförderquote.

Und Sibanye ist eben stärker abhängig von Palladium und Platin, daher kann man das nicht direkt vergleichen.