Valterra Platinum Limited

JSE:VAL Rapport sur les actions

Capitalisation boursière : R302.5b

Valterra Platinum Gestion

Gestion contrôle des critères 2/4

Le PDG Valterra Platinum est Craig Miller, nommé en Oct2023, a un mandat de 2.67 ans. La rémunération annuelle totale est ZAR 46.33M, composée du salaire de 28.4% et des bonus 71.6%, y compris les actions et options de la société. détient directement 0.007% des actions de la société, d'une valeur de ZAR 21.48M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.7 ans et 2.4 ans.

Informations clés

Craig Miller

Directeur général

R46.3m

Rémunération totale

Pourcentage du salaire du PDG28.41%
Durée du mandat du directeur général2.7yrs
Propriété du PDG0.007%
Durée moyenne d'occupation des postes de direction2.7yrs
Durée moyenne du mandat des membres du conseil d'administration2.4yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit • Jun 18

VAL: Higher P/E Assumptions And Execution Risks Will Pressure Future Share Price

Analysts have nudged their fair value estimate for Valterra Platinum higher from ZAR 689.00 to about ZAR 703.48, citing updated assumptions on growth, profitability and future P/E, along with mixed recent Street views that include a lower ZAR price target from RBC Capital and a fresh upgrade from Berenberg. Analyst Commentary Recent Street commentary on Valterra Platinum highlights a split view, with some analysts setting a more cautious tone even as the fair value estimate edges higher.
Mise à jour du récit • Jun 03

VAL: Trimmed Growth And Margin Assumptions Will Pressure Future Earnings Multiple

Analysts have trimmed their price target on Valterra Platinum from ZAR 8,000 to ZAR 7,890, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E following recent mixed research commentary. Analyst Commentary Recent research has highlighted a more cautious tone around Valterra Platinum, with the latest price target revisions reflecting updated assumptions on growth, profitability, and valuation multiples.
Mise à jour du récit • May 20

VAL: Dividend Windfall And Stable Margins Will Support Future Returns

Analysts have trimmed their ZAR price target on Valterra Platinum to reflect a slightly lower assumed discount rate and more moderate future P/E expectations, while still incorporating steady revenue growth and profit margin assumptions. Analyst Commentary Recent Street research on Valterra Platinum points to mixed views on valuation, with a group of bullish analysts highlighting potential upside drivers for the stock.
Mise à jour du récit • May 05

VAL: Future Returns Will Hinge On Production Delivery And Dividend Discipline

Analysts have trimmed their price target on Valterra Platinum by ZAR10 to reflect updated assumptions for slightly lower revenue growth, a higher discount rate, improved profit margins and a reduced future P/E multiple, in line with recent mixed Street research that includes both a target cut and an upgrade. Analyst Commentary Recent research captures a mixed but focused view on Valterra Platinum, with one camp adjusting price targets lower and another shifting to a more positive stance.
Mise à jour du récit • Apr 21

VAL: Dividend Windfall And Rising EPS Guidance Will Support Future Returns

Analysts have kept their ZAR 2,160 price target for Valterra Platinum unchanged, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E following recent research updates. Analyst Commentary Recent research indicates that bullish analysts see the reaffirmed ZAR 2,160 price target as supported by refreshed assumptions around discount rates, revenue growth, profit margins and future P/E, rather than as a placeholder target.
Mise à jour du récit • Apr 07

VAL: Dividend Windfall And Higher EPS Will Support Future Returns

Analysts have revised their ZAR price target on Valterra Platinum to ZAR2,160, reflecting updated views on revenue growth, profit margins and the appropriate P/E multiple following recent Street research. Analyst Commentary Bullish analysts point to the revised ZAR2,160 price target as a key marker of confidence in Valterra Platinum's ability to align revenue trends, profit margins and its P/E multiple with updated Street expectations.
Mise à jour du récit • Mar 24

VAL: Dividend Windfall And Higher Earnings Guidance Will Drive Future Returns

Analysts have kept the Valterra Platinum price target steady at ZAR2,160.00, highlighting updated assumptions around a ZAR18.44% discount rate, ZAR13.90% revenue growth, a ZAR29.78% profit margin and an ZAR18.37x future P/E as the key drivers behind the refreshed view. What's in the News The board approved a special cash dividend of ZAR5,300m, equal to ZAR20.00 per share, for the year ended 31 December 2025, with payment scheduled for 30 March 2026 on the JSE and 15 April 2026 on the LSE (Key Developments).
Mise à jour du récit • Mar 09

VAL: Dividend Windfall And Higher EPS Will Face Compressed Future Multiple

Analysts have left their Valterra Platinum fair value estimate unchanged at ZAR689. The latest price target update reflects a lower assumed discount rate, a higher profit margin and a reduced future P/E multiple.
Mise à jour du récit • Feb 23

VAL: Fair Value Will Hinge On Execution Of Production And Margin Guidance

The analyst price target for Valterra Platinum has shifted from ZAR1,050.28 to ZAR1,480.70, with analysts citing updated assumptions for revenue growth, profit margins, discount rate and future P/E as the key drivers of this change. What's in the News Valterra Platinum issued production guidance for 2026, with Platinum Group Metals mined and contained (M&C) and refined volumes each expected in a range of 3.0 Moz to 3.4 Moz.
Mise à jour du récit • Feb 08

VAL: Higher Earnings Guidance Will Support Stronger Future Profitability

Analysts have raised their price target for Valterra Platinum from $1,050 to $2,160, citing updated assumptions regarding fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Reported fourth quarter 2025 total mining and concentrating PGM production of 880,200 ounces compared with 875,700 ounces in the prior year quarter, with total refined production of 1,296,700 ounces compared with 1,210,700 ounces (company announcement of operating results).
Mise à jour du récit • Jan 25

VAL: Higher Output Guidance Will Later Meet Softer Earnings Multiple

Analysts have nudged their price target on Valterra Platinum slightly higher to $689, reflecting tweaked assumptions around a marginally higher discount rate, stronger modeled revenue growth, a modestly softer profit margin, and a slightly lower future P/E multiple. What's in the News Valterra Platinum issued earnings guidance for the twelve months ending December 31, 2025, with basic EPS projected in a range of 5,522 cents to 6,055 cents per share, compared with 2,683 cents per share in the prior period (Corporate guidance).
Mise à jour du récit • Jan 11

VAL: Higher Production Guidance Will Mask Weaker Future P/E Upside

Analysts have lifted their price target for Valterra Platinum from $552 to $689, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple that together reshape their view of the stock's potential value. What's in the News Valterra Platinum reaffirmed its 2025 production guidance for Amandelbult at 450,000 to 480,000 PGM ounces, indicating the company still expects to meet its previously communicated full year targets (Corporate Guidance).
Mise à jour du récit • Dec 14

VAL: Shares Will Face Pressure As Raised Price Goal Masks Execution Risks

Analysts have raised their price target for Valterra Platinum from £26.00 to £32.00, reflecting slightly higher projected revenue growth, modestly improved profit margins, and a somewhat richer assumed future P E multiple despite a marginally higher discount rate. Analyst Commentary Recent Street research reflects a nuanced stance on Valterra Platinum, with the higher price target indicating recognition of improved fundamentals even as caution remains on the shares.
Mise à jour du récit • Nov 30

VAL: Shares Will Face Pressure Amid Sustainability Concerns Despite Recent Stock Rally

Analysts have increased their price target for Valterra Platinum from £26.00 to £32.00 per share. They cite a modest improvement in revenue growth expectations and updated model assumptions as the reasons for this adjustment.
Mise à jour du récit • Nov 16

VAL: Focus Will Shift To Execution As Profit Margins Forecast To Improve

Narrative Update on Valterra Platinum Analysts have raised Valterra Platinum's target price from £26.00 to £32.00. Improved profit margin forecasts and higher anticipated revenue growth were cited as key drivers behind the upgrade.
Mise à jour du récit • Nov 02

VAL: Price Rally Will Face Risks From Ongoing Competitive Pressures

Narrative Update: Valterra Platinum Analyst Price Target Revised Valterra Platinum's analyst price target has increased by £600 to £3,200 per share. Analysts cite higher fair value estimates and stable profit margins as key drivers for their updated outlook.
Mise à jour du récit • Oct 18

Clean Energy Trends Will Expand PGM Catalyst Potential

Valterra Platinum's analyst price target has increased from £8.76 to £9.38, reflecting analysts' more positive outlook based on higher projected revenue growth and improved profit margins. Analyst Commentary Analyst updates for Valterra Platinum reveal a mix of caution and optimism following recent adjustments to price targets.
Mise à jour du récit • Oct 04

Clean Energy Trends Will Expand PGM Catalyst Potential

Valterra Platinum's analyst price target has risen from £832.91 to £875.64. This reflects analysts' expectations for improved profit margins, despite slightly softer revenue growth forecasts.
Mise à jour du récit • Sep 19

Clean Energy Trends Will Expand PGM Catalyst Potential

Valterra Platinum’s modest price target increase to ZAR832.91 reflects analysts’ confidence in improved operational efficiency, robust platinum demand, and management’s consistent delivery, despite ongoing macroeconomic uncertainties. Analyst Commentary Improved operational efficiency and cost controls highlighted as supporting factors for modest target increases, despite a cautious outlook.
Mise à jour du récit • Sep 04

Clean Energy Trends Will Expand PGM Catalyst Potential

Valterra Platinum’s consensus price target was modestly reduced to ZAR805.20 as analysts balanced ongoing operational strength with caution over post-spinout headwinds and lingering sector risks. Analyst Commentary Bullish analysts cited continued strong performance post-spinout despite minor target reductions.
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Nouveau récit • Feb 23

Der Brochen And Mogalakwena Developments Will Improve Future PGM Efficiency

The demerger from Anglo American Group and operational focus could enhance profitability and earnings through improved efficiency and cost management.

Analyse de la rémunération des PDG

Comment la rémunération de Craig Miller a-t-elle évolué par rapport aux bénéfices de Valterra Platinum?
DateRémunération totaleSalaireBénéfices de l'entreprise
Dec 31 2025R46mR13m

R15b

Sep 30 2025n/an/a

R8b

Jun 30 2025n/an/a

R1b

Mar 31 2025n/an/a

R4b

Dec 31 2024R33mR13m

R7b

Sep 30 2024n/an/a

R9b

Jun 30 2024n/an/a

R12b

Mar 31 2024n/an/a

R12b

Dec 31 2023R54mR9m

R13b

Sep 30 2023n/an/a

R22b

Jun 30 2023n/an/a

R30b

Mar 31 2023n/an/a

R40b

Dec 31 2022R23mR8m

R49b

Sep 30 2022n/an/a

R54b

Jun 30 2022n/an/a

R59b

Mar 31 2022n/an/a

R69b

Dec 31 2021R33mR8m

R79b

Sep 30 2021n/an/a

R75b

Jun 30 2021n/an/a

R70b

Mar 31 2021n/an/a

R50b

Dec 31 2020R15mR7m

R30b

Sep 30 2020n/an/a

R24b

Jun 30 2020n/an/a

R18b

Mar 31 2020n/an/a

R18b

Dec 31 2019R15mR5m

R18b

Rémunération vs marché: La rémunération totale de Craig ($USD 2.82M ) est dans la moyenne des entreprises de taille similaire sur le marché ZA ($USD 3.58M ).

Rémunération et revenus: La rémunération de Craig a augmenté de plus de 20 % au cours de l'année écoulée.

PDG

Craig Miller (53 yo)

2.7yrs
Titularisation
R46,334,531
Compensation

Mr. Craig W. Miller, B.Com, CA(SA)., serves as CEO at Valterra Platinum Limited (formerly known as Anglo American Platinum Limited) since October 01, 2023. He had been Chief Financial Officer Valterra Plat...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Craig Miller
CEO & Executive Director2.7yrsR46.33m0.0071%
ZAR 21.5m
Sayurie Naidoo
CFO, Controller & Executive Director2.8yrsR18.14m0.0028%
ZAR 8.4m
Martin Poggiolini
Executive Head of Corporate Developmentno dataR14.21mpas de données
Hilton Ingram
Executive Head of Marketing3.9yrsR28.13mpas de données
Virginia Tyobeka
Executive Head of People & Organization4.8yrsR16.24mpas de données
Yvonne Mfolo
Executive Head of Corporate Affairs & Sustainability1.2yrsR16.44mpas de données
Agit Singh
Executive Head of Processing Operations3.3yrsR16.95mpas de données
Willie Theron
Executive Head of Mining Operations1.3yrsR43.53mpas de données
Leroy Mnguni
Head of Investor Relationsno datapas de donnéespas de données
Fiona Edmundson
Head of Legal1.4yrspas de donnéespas de données
Henry Zondi
Head of Employee Relationsno datapas de donnéespas de données
Ndaba Ndlovu
Head of Protection Servicesno datapas de donnéespas de données
2.7yrs
Durée moyenne de l'emploi
52.5yo
Âge moyen

Gestion expérimentée: L'équipe de direction de VAL est considérée comme expérimentée (ancienneté moyenne 2.7 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Craig Miller
CEO & Executive Director7.2yrsR46.33m0.0071%
ZAR 21.5m
Sayurie Naidoo
CFO, Controller & Executive Director2.1yrsR18.14m0.0028%
ZAR 8.4m
Dorian Theodore Emmett
Independent Non-Executive Director1.3yrsR1.27mpas de données
Ditshebo Phiri
Independent Non-Executive Director2.7yrsR1.37mpas de données
Norman Mbazima
Independent Non-Executive Chairman7.7yrsR4.00mpas de données
Thoko Mokgosi-Mwantembe
Independent Non-Executive Directorless than a yearR465.45kpas de données
Hendrik Johannes Faul
Independent Non-Executive Director1.3yrsR894.80kpas de données
Deborah Gudgeon
Independent Non-Executive Directorless than a yearR1.06mpas de données
Roger Dixon
Independent Non-Executive Director5.9yrsR1.32mpas de données
Suresh Kana
Lead Independent Director3.2yrsR2.33mpas de données
Thevendrie Brewer
Independent Non-Executive Director3.2yrsR1.87mpas de données
Fagmeedah Peterson-Cook
Independent Non-Executive Director1.3yrsR879.95kpas de données
2.4yrs
Durée moyenne de l'emploi
64.5yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la VAL n'est pas considéré comme expérimenté ( 2.4 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/20 22:18
Cours de l'action en fin de journée2026/06/19 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Valterra Platinum Limited est couverte par 25 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Gerhard EngelbrechtAbsa Bank Limited
Richard HartArqaam Capital Research Offshore S.A.L.
Sebastian BellAvior Capital Markets