Sibanye Stillwater WKN: A2PWVQ ISIN: ZAE000259701 Kürzel: 47V Forum: Aktien Thema: Hauptdiskussion

RBC Capital erhöht das Kursziel für Sibanye-Stillwater von 10,50 auf 12,00 USD und behält das Rating "outperform" bei. (Analyse vom 17.11.2025) https://m.aktiencheck.de/exklusiv/Artikel-Sibanye_Stillwater_Aktie_RBC_wird_optimistischer_Schuldenabbau_und_neue_Strategie_staerken_Bewertung-19221183

https://www.n-tv.de/wirtschaft/China-kauft-heimlich-Tausende-Tonnen-Gold-id30022849.html

Südlicher Speer" - Hegseth kündigt Militäroperation an https://www.n-tv.de/30020792

Anstieg heute auch wieder hinter den Edelmetallen...

Mach ich doch gerne, ist ja auch in meinem Interesse...😁

Danke für die umfangreiche Informationen. 👍

Danke für die Mitteilung.😀

Dazu haben sie mir noch Listen und Diagramme zu Lebenszeiten und Goldgehalten aller Goldminen geschickt, welche aber auch öffentlich einsehbar sind.

Zu neuen Goldminen und Burnstone: ,,No, we are not currently looking for new gold fields/mines, but we are reviewing projects we already own including Burnstone and the Cooke uranium/gold tailings opportunity at our SA gold operations.   Gold shares have significantly rerated in the last 2 years and finding value opportunities in that sector is challenging. Even the gold companies themselves seem to see limited value and are diversifying into copper and other metals as a longer term value play   We do have a solid Life of mine (LOM) within our current SA gold operations as per our  Mineral Resources and Mineral Reserves report at end 2024. Burnstone, and other possible projects within our gold portfolio, will assist to replace our current declining gold profile. The Burnstone project is currently being reviewed after being placed on care and maintenance in Q1 2024. Based on the outcome of the assessment, the Burnstone project will most likely go for Board approval in H1 2026 and will take some 3-4 years to reach 100% operating capacity"  

Zur Dividende: ,,The Group dividend policy has not changed since listing in 2013. In terms of the dividend policy, the Board will generally declare a dividend of between 25-35% of normalised earnings on a 6 monthly basis.   Although Group hasn’t been able to pay dividends since H1 2023, this is not because dividends were suspended or the Board chose not to declare dividends. The dividend policy continued to apply but following the collapse in PGM prices in H1 2023 and an extended period of generally low metal prices other than gold the Group has not been profitable and reported Normalised losses since H1 2023. The Group did record a return to positive normalised earning again in H1 2025, but it was relatively small and the Board decided to rather defer the dividend decision to the end of 2025. The Board of Directors will therefore consider a dividend based on full year Normalised earnings for 2025, which, considering the strong and improving financial performance to date for 2025, seems positive.   The FY2025 results will follow a Board meeting in February 2026, and will contain details on any dividends."

Und es wird Dividende geben! Ich habe eine Mail an Sibanye geschrieben und gefragt, ob und wann es Dividende geben wird, ob man neue Goldminen erschließen möchte, um die älteren, tieferen und teuren Goldminen zu ersetzen, oder ob sie der Ansicht sind, dass die Burnstone Mine/Feld die anvisierten Mengen an Gold erbringen wird und wann diese auf 100% laufen wird. Hier die Antwort:

Johannesburg, 10 November 2025: Sibanye-Stillwater (Tickers JSE: SSW and NYSE: SBSW) and Funds sponsored by Appian Capital Advisory Limited and its affiliates (collectively, “Appian” and, together with Sibanye-Stillwater, the “Parties”) have agreed a commercial settlement of the dispute arising from Sibanye-Stillwater’s termination of the transaction with Appian to acquire shares of Atlantic Nickel and Mineração Vale Verde from Appian in January 2022 for a total payment of US$215 million (inclusive of £5 million in legal fees already paid). The Parties have invested significant time, effort, and resources into this dispute and are pleased to have resolved the matter ahead of the quantum trial, which was due to begin today.

Ist aber auch wirklich verdächtig, Edelmetallkurse steigen, Zahlen waren wirklich gut und werden in Q4 noch besser ausfallen, aber der Kurs fällt trotzdem... Und das obwohl noch jederzeit damit zu Rechnen ist, dass die Wiedereinführung der Dividende bekanntgegeben wird... Naja, schönes Wochenende euch allen!

Und das war erst Q3! Denn erst im letzten Monat des Quartals(September), hat der Goldpreis so richtig angezogen und mit ihm auch die anderen Edelmetalle!

Moin Das klingt doch gut Verdreifachung in Q3 https://www.miningmx.com/top-story/63041-sibanye-stillwater-triples-q3-profits-on-back-of-pgms/

Schade, die sehr gute Zahlen gehen in dem Marktumfeld fast komplett unter...