SBSW D/B/A Sibanye-Stillwater Limited ADS

Kopernik Global Investors recently released its “Global All-Cap Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund faced a difficult investment environment in the second quarter of 2026, as momentum-driven markets and soaring semiconductor stocks sharply favored growth-oriented equities over the fund’s value-focused approach. Class I shares declined 6.60% […]

This article first appeared on GuruFocus. Sibanye Stillwater Ltd (NYSE:SBSW) recently announced a total dividend of $0.5 per share, with the ex-dividend date set for 2026-09-18. For value investors, the ex-dividend date is a critical marker: shareholders must own the stock before this date to qualify for the payment, while those buying on or after it will not receive the distribution.

Meanwhile, President Donald Trump banned certain Canadian dairy and alcohol imports in response to Canada’s retaliatory tariffs that went into effect Tuesday. Canada may not have thrown the first punch, but it could end up with a more painful bruise. Today I’m taking a closer look at why the Bank of Japan’s upcoming rate-decision meeting has such high stakes for the global economy.

On September 1, Sibanye Stillwater (NYSE:SBSW) reported figures that would have seemed unthinkable a year earlier. Revenue jumped 64% to R90 billion ($5.5 billion), and headline earnings per share rocketed 216% to R6.01 from R1.90 in the first half of 2025. A year ago, the company posted a R3.9 billion loss. This time it posted […]

Higher commodity prices lifted revenue and cash flow to record levels.

Strong commodity prices and operational stability drive record revenue and a doubled EBITDA, while management navigates safety incidents and strategic shifts in the US.

Sibanye Gold (NYSE:SBSW) reported record revenue and operating cash flow for the first half of 2026, supported by higher commodity prices and stable operating delivery across its South African gold and platinum-group metals operations. The company said revenue rose 64% year over year to nearly ZAR

The ZAR fair value estimate for Sibanye Stillwater is now ZAR49.77 compared with the prior ZAR47.27, which points to a modest uplift in the modelled price target. Analysts link this change to a mixed but constructive view that weighs the company’s focus on organic growth and deleveraging against project execution and commodity risks. Read on to see how this updated price target fits into the wider Sibanye Stillwater story and how you can track the evolving narrative from here. Analyst Price...

The fair value estimate for Sibanye Stillwater has been reset from ZAR65.41 to ZAR47.27 as analysts refresh their price targets. Recent research points to a more balanced stance, with positive views on long term portfolio work offset by concerns about capital demands and near term market conditions, which is feeding into these lower targets. As you read on, you will see how this evolving analyst narrative may shape your view of Sibanye Stillwater over time. Analyst Price Targets don't always...