Sibanye Stillwater WKN: A2PWVQ ISIN: ZAE000259701 Forum: Aktien Thema: Hauptdiskussion
2,77
EUR
+10,80 % +0,27
11:40:08 Uhr,
Lang & Schwarz
Darüber diskutieren die Nutzer
Die User diskutieren hauptsächlich über die Entwicklungen bei Sibanye-Stillwater und die Auswirkungen auf den Aktienkurs. Lirumlarum1 berichtet über die positiven vorläufigen Entscheidungen des US-Handelsministeriums bezüglich der Einfuhrzölle auf Palladium aus Russland, was Sibanye-Stillwater und die United Steelworkers Union als Erfolg sehen. Trotz dieser positiven Nachrichten zeigt sich Lirumlarum1 überrascht über den Kursrückgang der Aktie und plant, den Edelmetallzyklus abzuwarten, ohne Stop-Loss-Orders gesetzt zu haben. Er erwähnt auch, dass er zusätzliche Aktien gekauft hat, um von den Dividenden zu profitieren. Lirumlarum1 und Mungo39 diskutieren über die Markt.
Kommentare 3.858
Lirumlarum1,
10:57 Uhr
0
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.
Lirumlarum1,
8:20 Uhr
0
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
Lirumlarum1,
8:20 Uhr
0
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
Lirumlarum1,
28. Apr 10:44 Uhr
0
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.
Lirumlarum1,
21. Apr 10:36 Uhr
0
https://seekingalpha.com/news/4576763-sibanye-stillwater-seeks-e-u-concessions-as-it-ramps-up-finland-lithium-mine
Lirumlarum1,
20. Apr 8:32 Uhr
0
Johannesburg, 20 April 2026: Sibanye-Stillwater (Tickers JSE: SSW and NYSE: SBSW) advises shareholders that the Group will publish the presentation for its International and Recycling operations Capital markets day on its website on 20 April 2026 at 08h00 (CAT) / 09h00 (EEST/Finland) / 06h00 (GMT) / 02h00 (EST) / 00h00 (MST).
Stakeholders are advised that the presentation contains new information including cost, capital and production outlook for the Group’s International and Recycling operations that has not previously been published and will be available at https://www.sibanyestillwater.com/news-investors/presentations/ .
Lirumlarum1,
17. Apr 10:05 Uhr
0
Johannesburg, 17 April 2026: Sibanye-Stillwater (JSE: SSW and NYSE: SBSW) and the South African Nuclear Energy Corporation SOC Ltd (Necsa) are pleased to announce their research collaboration. The collaboration aims to advance the development of a radioactive palladium isotope derived from rhodium for use in Targeted Radionuclide Therapy. The radioactive isotope Palladium-103 is currently used in Brachytherapy to treat localised tumours, including prostate cancer, by delivering radiation directly to the affected area, thereby limiting exposure to surrounding healthy tissue.
Rhodium is a platinum group metal (PGM) produced and refined by Sibanye-Stillwater at its South African operations.
Under the first phase of the project, Necsa will test and verify that the rhodium meets radionuclide production standards and will conduct further chemical work, including the production of high- purity Palladium-103 (Pd-103), which could eventually be used in Targeted Radionuclide Therapy.
The second phase of the project will see the parties collaborate on developing other nuclear medicine applications using rhodium and other PGMs produced by Sibanye-Stillwater. PGMs are already used in a range of medical applications, including diagnostic imaging and medical devices.
Mr Loyiso Tyabashe, Group CEO of Necsa, said: “This collaboration brings together complementary strengths to advance research in nuclear medicine, while deepening South Africa’s sovereign capability in radiopharmaceutical innovation. Our vision is not only to contribute to the next generation of precision cancer therapies, but also to strengthen the country’s role as a globally respected centre of excellence in nuclear research.”
Richard Stewart, Chief Executive Officer of Sibanye-Stillwater, commented: “Our collaboration with Necsa reinforces Sibanye-Stillwater’s philosophy to invest in research and development opportunities to find new applications for our metals. Supporting advancements in healthcare through the potential use of our rhodium in nuclear medicine aligns strongly with our purpose to create a better future for people and planet through our metals.”
For further information on the applications of Sibanye-Stillwater’s metals, please refer to our website: https://www.sibanyestillwater.com/about-us/about-pgms/
Lirumlarum1,
16. Apr 9:04 Uhr
0
Heraeus Precious Metals and Sibanye-Stillwater (JSE: SSW and NYSE: SBSW) have partnered on a new joint research and development project aimed at developing the generation of innovative, cost-efficient glass fibre bushings. The initiative focuses on platinum-palladium (PtPd) alloys enhanced through Heraeus’ proprietary dispersion hardening (DPH) technology, with the goal of enabling more economical glass fibre production while supporting the development of new palladium applications.
Bushings are a critical component in the manufacturing of glass fibres, a market that continues to see strong global demand growth driven by construction, automotive, wind energy and electronics applications. Traditionally, bushings are made from platinum due to the metal’s excellent high-temperature stability. The collaboration aims to partially substitute platinum with palladium to achieve lower material costs and increase demand for palladium.
A key challenge lies in identifying the optimal alloy composition. While increasing palladium content can significantly reduce costs, excessive substitution may compromise mechanical strength and lifetime under high-temperature operating conditions. To address this, Heraeus will apply and further adapt its proprietary DPH process – an oxide dispersion strengthening (ODS) technology – to enhance the material’s resistance and durability.
The project will cover alloy development prototyping and customer validation, planned over a two-year period. The aim is to bring market-ready bushing solutions that are specifically tailored to glass fibre applications such as E-glass fibres (alumino-borosilicate glass fibres used for production of reinforced plastics including printed circuit boards and wind turbine blades), where cost efficiency is a key driver.
For Sibanye-Stillwater, the collaboration is part of a broader strategy to foster new demand streams for palladium and support more balanced demand for platinum group metals (PGMs) that better match the basket of supply. By enabling the substitution of platinum in industrial applications, the project contributes to unlocking additional value for palladium while addressing evolving market dynamics.
Heraeus will contribute its expertise in research and development, precious metals processing, and commercialisation, with development activities taking place in Hanau, Germany, and Shanghai, China. Sibanye-Stillwater will support the project as a strategic partner, contributing its expertise in PGMs and enabling the exploration of new application areas for palladium.
“By combining our expertise in advanced materials engineering with Sibanye-Stillwater’s strength in PGM supply, we aim to unlock new pathways for cost-efficient glass fibre production,” said Thomas Stenger, Head of Business Line Functional Materials at Heraeus Precious Metals. “Our DPH technology enables us to tailor alloy properties in a way that balances performance and cost, making this approach particularly attractive for applications where economic efficiency is critical.”
“Developing new, sustainable and diversified demand streams for palladium is a key priority for Sibanye-Stillwater. Collaborations such as this with Heraeus Precious Metals enable us to support innovation in industrial applications while helping to sustain a balanced demand across the 6E platinum group metals basket in response to changing market dynamics”, said Richard Stewart, CEO of Sibanye-Stillwater.
The collaboration reflects both companies’ commitment to driving innovation in platinum group metal applications and addressing evolving market demands through material efficiency and technological advancement. Heraeus and Sibanye-Stillwater have recently collaborated on the development of a breakthrough ruthenium-based catalyst for Proton Exchange Membrane (PEM) water electrolysis, thereby significantly reducing material costs and reliance on iridium for hydrogen production.
Lirumlarum1,
8. Apr 13:47 Uhr
0
RBC Capital maintains a "Buy" rating on Sibanye-Stillwater (SBSW), recently raising the target price to $18.50 for ADRs in March 2026, citing a strong rebound, successful debt reduction, and a positive new strategy. Analysts note improved performance following a period of underperformance relative to other PGMs and gold producers.
Lirumlarum1,
3. Apr 8:06 Uhr
0
Johannesburg, 2. April 2026: Sibanye-Stillwater (Ticker JSE: SSW und NYSE: SBSW) gibt gemäß den Absätzen 6.77 bis 6.90 der JSE Limited Listings Requirements Folgendes bekannt:
Name
Themba George Nkosi
Position
Vorgeschriebene Führungskraft (Chief People and Culture Officer)
Unternehmen
Sibanye Stillwater Limited
Art der Beteiligung
Direkt und wirtschaftlich
Art der Transaktion
Kauf von Aktien am Markt
Transaktionsdatum
31. März 2026
Anzahl der Aktien
11.865
Wertpapiergattung
Stammaktien
Marktpreis
49,72 R
Gesamtwert
589.927,80
Kira30,
31. Mär 13:18 Uhr
1
Carter hat aktuell auch groß gekauft
Lirumlarum1,
28. Mär 9:21 Uhr
0
Johannesburg, 27. März 2026: Sibanye-Stillwater (Tickers JSE: SSW und NYSE: SBSW) gibt gemäß den Absätzen 6.77 bis 6.90 der JSE Limited Listings Requirements Folgendes bekannt:
Name
Richard Stewart
Position
Vorstandsmitglied und verantwortliche Person
Unternehmen
Sibanye Stillwater Limited
Art der Beteiligung
Direkt und wirtschaftlich
Art der Transaktion
Kauf von Aktien am Markt
Transaktionsdatum
26. März 2026
Anzahl der Aktien
41.229
Wertpapiergattung
Stammaktien
Marktpreis
47,00 R
Gesamtwert
1.937.763 R
Lirumlarum1,
28. Mär 0:40 Uhr
0
Ich habe oft den Eindruck, daß bei steigenden Goldpreisen SSW der Goldbereich als marginales Nebengeschäft gesehen wird, bei fallendem Goldpreis sich der Focus auf 'diesen' Geschäftsbereich richtet. Aber ich bin zuversichtlich, daß der Mix bei SSW letztlich gute Ergebnisse bringt und die Zahlen auch die Anleger überzeugen.
Exactly!
Mungo39,
27. Mär 23:01 Uhr
1
Ich habe oft den Eindruck, daß bei steigenden Goldpreisen SSW der Goldbereich als marginales Nebengeschäft gesehen wird, bei fallendem Goldpreis sich der Focus auf 'diesen' Geschäftsbereich richtet. Aber ich bin zuversichtlich, daß der Mix bei SSW letztlich gute Ergebnisse bringt und die Zahlen auch die Anleger überzeugen.
Lirumlarum1,
27. Mär 19:26 Uhr
0
Edelmetalle ordentlich im Plus, Sibanye fällt...😑
Lirumlarum1,
27. Mär 16:44 Uhr
0
Hoffen wir, dass dieser Nahostkrieg der USA schnell endet und die Energiepreise wieder fallen!
Meistdiskutiert
|
|
Thema | ||
|---|---|---|---|
| 1 | DAX Hauptdiskussion | +2,39 % | |
| 2 | Dax Prognose | +2,39 % | |
| 3 | TUI Hauptforum | +6,81 % | |
| 4 | ZALANDO Hauptdiskussion | -2,14 % | |
| 5 | PAYPAL Hauptdiskussion | -0,11 % | |
| 6 | Das neue Dax Prognose Forum | +2,39 % | |
| 7 | ROHÖL WTI Hauptdiskussion | -8,28 % | |
| 8 | LUFTHANSA Hauptdiskussion | +6,08 % | |
| 9 | Critical Metals: Grönland - Tanbreez seltene Erden | +2,73 % | |
| 10 | Der Gold Club von Susiwong | +3,28 % | Alle Diskussionen |
Aktien
|
|
Thema | ||
|---|---|---|---|
| 1 | TUI Hauptforum | +6,81 % | |
| 2 | ZALANDO Hauptdiskussion | -2,14 % | |
| 3 | PAYPAL Hauptdiskussion | -0,11 % | |
| 4 | LUFTHANSA Hauptdiskussion | +6,08 % | |
| 5 | MTU AERO ENGINES Hauptdiskussion | +9,42 % | |
| 6 | Critical Metals: Grönland - Tanbreez seltene Erden | +2,73 % | |
| 7 | bitcoin&gamestop | +0,24 % | |
| 8 | Novo Nordisk nach Split | +5,95 % | |
| 9 | VW Hauptdiskussion | +4,57 % | |
| 10 | EUROPEAN LITHIUM Hauptdiskussion | +1,83 % | Alle Diskussionen |