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Valterra Platinum
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Valterra Platinum Community
JSE:VAL Community
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Valterra Platinum
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VAL
Valterra Platinum
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Clean Energy Trends Will Expand PGM Catalyst Potential
Key Takeaways Rising demand for platinum-group metals and fuel cell technologies underpins strong revenue growth and operational leverage for Valterra. Cost-saving initiatives and high-grade project development position Valterra for improved margins, increased production, and stronger shareholder returns.
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R832.91
FV
25.0% overvalued
intrinsic discount
4.12%
Revenue growth p.a.
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Updated
narrative
VAL
Valterra Platinum
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Clean Energy And Emerging Markets Will Drive Platinum Demand
Key Takeaways Rising global PGM demand, stricter emissions standards, and physical buying trends are expected to sustain high prices and strengthen Valterra Platinum's revenues and margins. Strategic mine expansions, advanced technology, and ESG credentials position Valterra Platinum as a cost leader, benefiting from supply tightness and favorable institutional investment trends.
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R1.05k
FV
0.8% undervalued
intrinsic discount
16.67%
Revenue growth p.a.
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1
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11 days ago
author updated this narrative
VAL
Valterra Platinum
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Falling Platinum Demand Will Exacerbate Margin Strains Despite Price Rebounds
Key Takeaways Accelerating electric vehicle adoption and stricter environmental policies are diminishing core demand for platinum, reducing revenue and pressuring margins. Lack of diversification and reliance on aging assets heighten financial vulnerability, while increased ESG attention threatens funding and long-term profitability.
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R552
FV
88.6% overvalued
intrinsic discount
1.72%
Revenue growth p.a.
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0
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14 days ago
author updated this narrative