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

Ich warte jetzt einfach den Edelmetallzyklus ab. Hatte keinen SL gesetzt tatsächlich, weil der Rückgang, auch in Hinsicht auf die Edelemtallkurse, stark übertrieben scheint. Aber Sibanye zahlt auch 2 mal im Jahr Dividende, das sitze ich jetzt aus.

@Lirumlarum1 Hast du schon Teilverkäufe auf Grund gesetzter SL oder sitzt du den Kursrückgang aus und tröstest dich mit der Dividende?

Hätte ich ehrlich gesagt nicht mit gerechnet...

Sibanye-Stillwater (JSE: SSW and NYSE: SBSW) welcomes the United States Department of Commerce (Commerce) preliminary affirmative determination on 6 March 2026, regarding the countervailing duty (CVD) petition filed by Sibanye‑Stillwater, together with the United Steelworkers Union, on 30 July 2025. Commerce’s preliminary affirmative CVD determination is in addition to the positive preliminary determination announced on 10 February 2026 regarding its anti-dumping duty investigation of US imports of unwrought palladium from Russia (see announcement on 13 Feb 2026).  Commerce announced a preliminary CVD subsidy rate of 109.10% on imports of unwrought palladium from the Russian Federation to the US. The preliminary 109.10% CVD tariff will become effective upon publication of Commerce's final decision in the Federal Register, and will be added to the previously announced 132.83% tariff rate applied in the anti-dumping case, for a total preliminary tariff of 241.93% on all US imports of unwrought palladium from Russia. In addition to Commerce's investigations, the United States International Trade Commission is conducting a concurrent injury determination, with a final hearing set for 27 April 2026. The ITC’s final decision will be issued on 19 May 2026. Richard Stewart, CEO of Sibanye-Stillwater commenting on the preliminary CVD determination said: “The affirmative preliminary countervailing duty determination, together with the affirmative preliminary anti-dumping determination, validates our actions, jointly with the United Steelworkers Union, to ensure a more level playing field which will protect strategically important US production of critical minerals. Our US PGM operations conform to more stringent environmental and labour regulations and to tax structures designed to support our local communities in Montana. We are grateful for our stakeholders' unwavering support in advancing these trade remedies and look forward to the final determination."

Erstmal abwarten, obwohl es schon eine gute Gelegenheit ist, aber die Energiepreise drücken schon stark auf die Minenbetreiber. Obwohl ich da bei Sibanye aufgrund der Wind- und Solarparks sogar noch einen Vorteil sehe.

Am 23.03 ist Payday für Dividende

Ist ja ziemlich stark wieder zurückgekommen. Jetzt evtl. nachlegen oder erstmal beobachten?

Ja danke für die Information ☺️

Gestern war Ex Tag für Dividende, da können die Edelmetallpreise noch so steigen, heute wohl eher kein Grün in Sicht...

Board committee changes and retirement policy update Johannesburg, 12 March 2026: Sibanye-Stillwater (Tickers JSE: SSW and NYSE: SBSW) advises shareholders of the following governance developments approved by the Board: Board committee structure and change to five Board committees Following the annual review of governance effectiveness and in line with the simplification drive across the Group, the Board has approved changes to its committee structures, effective from the close of the 2026 Annual General Meeting scheduled for 28 May 2026 (the AGM). The Board advises that it will operate five Board committees, namely: Audit and Risk Committee (newly combined) Remuneration Committee Social, Ethics and Sustainability Committee Safety and Health Committee Nominating and Governance Committee As part of this review, the Audit Committee and the Risk Committee have been combined into a single Audit and Risk Committee, to enhance integrated oversight of financial, operational and strategic risks. The Board has further resolved to dissolve the Investment Committee, effective from the close of the AGM. Matters previously delegated to the Investment Committee will be considered directly by the Board, including material investment or divestment decisions. Board committee chairperson changes All committee chairpersons remain unchanged except for the Remuneration Committee, where: Mr Timothy Cumming will retire from the Board and will not stand for re-election at the AGM; and Mr Keith Rayner has been appointed as Chair of the Remuneration Committee, effective at the close of the AGM. Mr Terence Nombembe who is the chairperson of the Audit Committee will chair the combined Audit and Risk Committee. All members of the combined Audit and Risk Committee are confirmed as independent non-executive directors. Update to director retirement policy The Board has removed the non-executive director age-based retirement limit from its governance framework. All directors will be subject to an annual fit, proper and capability assessments, consistent with good corporate governance and the JSE Listings Requirements. More detailed information regarding Board composition, committee membership and governance enhancements will be included in the 2025 Integrated Report. This announcement is made in terms of Section 6.71 of the JSE Listings Requirements.

Auch wieder überproportional am Minus beteiligt...

https://seekingalpha.com/article/4879876-sibanye-stillwater-lesser-known-pgm-play-with-a-turnaround-arc

Sibanye soll mal schnell die Dividende überweisen, jetzt gerade würde es sich anbieten...😅

Langsam wird es wild...

Meinte damit auch nicht die offiziellen Insider die im Unternehmen arbeiten, sondern Menschen mit mehr Informationen (aus legalen oder illegalen Quellen). Aber ist alles Spekulation. Wir sehen ja schon länger das Sibanye sich nicht immer ganz so entwickelt wie dies aus den Rohstoffpreisen absehbar wäre. Das muss nicht bedenklich sein.

Dass Insider aufgrund schlechter Firmeninterna hier verkaufen, halte ich für sehr unwahrscheinlich, zumal das auch mitteilungspflichtig ist und da ist bisher nichts vermeldet worden.