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Lithium Oversupply And Global Electrification Will Reshape Metals Markets

Published
23 Apr 25
Updated
12 Sep 25
AnalystConsensusTarget's Fair Value
R32.40
17.2% overvalued intrinsic discount
12 Sep
R37.99
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1Y
108.6%
7D
-4.8%

Author's Valuation

R32.4

17.2% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on12 Sep 25
Fair value Increased 1.93%

Despite softer first-half operational performance and continued weakness in the South Africa Gold segment, analysts have raised Sibanye Stillwater’s price target to ZAR32.40, driven by a stronger outlook for platinum group metals and benefit from improved PGM prices. Analyst Commentary Softer first-half operational performance, particularly in the South Africa Gold business, led to another guidance downgrade.

Shared on28 Aug 25
Fair value Increased 2.14%

With both the discount rate and future P/E remaining essentially unchanged, analyst perceptions of Sibanye Stillwater’s valuation are stable, resulting in an unchanged consensus price target of ZAR31.13. What's in the News Sibanye Stillwater expects first half 2025 headline earnings per share (HEPS) to increase over 100% year-on-year, despite a basic loss per share driven primarily by impairment losses at US PGM operations and the Keliber lithium project.