Northam Platinum Holdings（7JR）株式概要ノーザム・プラチナ・ホールディングス・リミテッドは、その子会社であるノーザム・プラチナ・リミテッドを通じて、南アフリカ、南北アメリカ、ヨーロッパ、英国、極東、その他のアフリカ地域、中東、オーストラレーシア、中華人民共和国で白金族金属の生産と販売に従事している。 詳細7JR ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長3/6過去の実績4/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より27.8%で取引されている 収益は年間10.45%増加すると予測されています 過去1年間で収益は301.6%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析German市場と比較した過去 3 か月間の株価の変動不安定な配当実績 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る7JR Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW478,700 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA478,700 investors already sharing narrativesYour Fair Value€Current Price€12.3032.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-3b67b2016201920222025202620282031Revenue R67.5bEarnings R14.9bAdvancedSet Fair ValueView all narrativesNortham Platinum Holdings Limited 競合他社SalzgitterSymbol: XTRA:SZGMarket cap: €2.8bAurubisSymbol: XTRA:NDAMarket cap: €7.9bFuchsSymbol: XTRA:FPE3Market cap: €4.9bEvonik IndustriesSymbol: XTRA:EVKMarket cap: €8.2b価格と性能株価の高値、安値、推移の概要Northam Platinum Holdings過去の株価現在の株価R12.3052週高値R24.6052週安値R9.25ベータ0.911ヶ月の変化0.82%3ヶ月変化-25.00%1年変化24.87%3年間の変化86.36%5年間の変化n/aIPOからの変化-3.61%最新ニュースValuation Update With 7 Day Price Move • Jun 25Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €12.20, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 10x in the Metals and Mining industry in Europe. Total returns to shareholders of 122% over the past three years.Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €13.70, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 12x in the Metals and Mining industry in Europe. Total returns to shareholders of 105% over the past three years.お知らせ • Dec 02+ 2 more updatesNortham Platinum Holdings Limited to Report First Half, 2026 Results on Feb 27, 2026Northam Platinum Holdings Limited announced that they will report first half, 2026 results on Feb 27, 2026お知らせ • Oct 27Northam Platinum Holdings Limited Announces Board and Committee ChangesNortham Platinum Holdings Limited announced at the AGM held on October 27, 2025, approved that Mr. GT Lewis, who retired by rotation at the AGM, did not make himself available for re-election as a director of the company and has retired from the board of directors of Northam ("board"), as well as the company's health, safety and environmental committee, with effect from the conclusion of the AGM; election of Ms TE Kgosi, Dr NY Jekwa and Mrs. G Wildschutt as a member of the social, ethics, human resources and transformation committee.お知らせ • Aug 30Northam Platinum Holdings Limited, Annual General Meeting, Oct 27, 2025Northam Platinum Holdings Limited, Annual General Meeting, Oct 27, 2025.お知らせ • Aug 29Northam Platinum Holdings Limited Declares Final Gross Cash Dividend for the Financial Year Ended 30 June 2025, Payable on 22 September 2025The board of directors of Northam Platinum Holdings Limited announced that it has resolved to declare and pay a final gross cash dividend of 200.0 cents per share for the year 2025 (June 2024: 70.0 cents per share) which in aggregate amounts to a final gross cash dividend of approximately ZAR 800.2 million. The final cash dividend has been declared from income reserves. A dividend withholding tax of 20% will be applicable to Shareholders who are not exempt from, or who do not qualify for, a reduced rate of dividend withholding tax. Accordingly, for those Shareholders subject to dividend withholding tax at a rate of 20%, the final net cash dividend amounts to 160.0 cents per share (30 June 2024: 56.0 cents per share). E dividend date is September 17, 2025 and Record date is September 19, 2025. The payable date is September 22, 2025.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Jun 25Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €12.20, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 10x in the Metals and Mining industry in Europe. Total returns to shareholders of 122% over the past three years.Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €13.70, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 12x in the Metals and Mining industry in Europe. Total returns to shareholders of 105% over the past three years.お知らせ • Dec 02+ 2 more updatesNortham Platinum Holdings Limited to Report First Half, 2026 Results on Feb 27, 2026Northam Platinum Holdings Limited announced that they will report first half, 2026 results on Feb 27, 2026お知らせ • Oct 27Northam Platinum Holdings Limited Announces Board and Committee ChangesNortham Platinum Holdings Limited announced at the AGM held on October 27, 2025, approved that Mr. GT Lewis, who retired by rotation at the AGM, did not make himself available for re-election as a director of the company and has retired from the board of directors of Northam ("board"), as well as the company's health, safety and environmental committee, with effect from the conclusion of the AGM; election of Ms TE Kgosi, Dr NY Jekwa and Mrs. G Wildschutt as a member of the social, ethics, human resources and transformation committee.お知らせ • Aug 30Northam Platinum Holdings Limited, Annual General Meeting, Oct 27, 2025Northam Platinum Holdings Limited, Annual General Meeting, Oct 27, 2025.お知らせ • Aug 29Northam Platinum Holdings Limited Declares Final Gross Cash Dividend for the Financial Year Ended 30 June 2025, Payable on 22 September 2025The board of directors of Northam Platinum Holdings Limited announced that it has resolved to declare and pay a final gross cash dividend of 200.0 cents per share for the year 2025 (June 2024: 70.0 cents per share) which in aggregate amounts to a final gross cash dividend of approximately ZAR 800.2 million. The final cash dividend has been declared from income reserves. A dividend withholding tax of 20% will be applicable to Shareholders who are not exempt from, or who do not qualify for, a reduced rate of dividend withholding tax. Accordingly, for those Shareholders subject to dividend withholding tax at a rate of 20%, the final net cash dividend amounts to 160.0 cents per share (30 June 2024: 56.0 cents per share). E dividend date is September 17, 2025 and Record date is September 19, 2025. The payable date is September 22, 2025.お知らせ • Jul 23Northam Platinum Holdings Limited to Report Fiscal Year 2025 Results on Aug 29, 2025Northam Platinum Holdings Limited announced that they will report fiscal year 2025 results on Aug 29, 2025お知らせ • Feb 28Northam Platinum Holdings Limited Declares an Interim Gross Cash Dividend for the Six Months Ended 31 December 2024, Payable on 24 March 2025Northam Platinum Holdings Limited announced that for the six months ended 31 December 2024, the board of directors ("board") has resolved to declare and pay an interim gross cash dividend of 15.0 cents per share (31 December 2023: 100.0 cents per share and for 30 June 2024: 70.0 cents per share), in line with the board approved company dividend policy of 25% of headline earnings, which in aggregate amounts to an interim gross cash dividend of approximately ZAR 59.4 million. A dividend withholding tax of 20% will be applicable to Shareholders who are not exempt from, or who do not qualify for, a reduced rate of dividend withholding tax. Accordingly, for those Shareholders subject to dividend withholding tax at a rate of 20%, the final net cash dividend will amount to 12.0 cents per share (31 December 2023: 80.0 cents per share and 30 June 2024: 56.0 cents per share). Key dates include the last day to trade cum dividend on 17 March 2025, trading ex-dividend on 18 March 2025, record date on 20 March 2025, and payment date on 24 March 2025.お知らせ • Feb 13Northam Platinum Holdings Limited to Report First Half, 2025 Results on Feb 28, 2025Northam Platinum Holdings Limited announced that they will report first half, 2025 results on Feb 28, 2025Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €6.55, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total loss to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.81 per share.Buy Or Sell Opportunity • Oct 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to €5.85. The fair value is estimated to be €7.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 68%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €5.55, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total returns to shareholders of 1.6% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €7.56 per share.Valuation Update With 7 Day Price Move • Sep 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €4.64, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total loss to shareholders of 4.4% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €7.34 per share.Reported Earnings • Sep 01Full year 2024 earnings released: EPS: R4.61 (vs R6.55 in FY 2023)Full year 2024 results: EPS: R4.61 (down from R6.55 in FY 2023). Revenue: R30.8b (down 22% from FY 2023). Net income: R1.80b (down 30% from FY 2023). Profit margin: 5.8% (down from 6.5% in FY 2023). Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 1.9% growth forecast for the Metals and Mining industry in Europe.お知らせ • Aug 30Northam Platinum Holdings Limited Declare Final Dividend for the Financial Year Ended 30 June 2024, Payable on 23 September 2024The board of directors of Northam Platinum Holdings Limited declared a final gross cash dividend of 70.0 cents per share for the financial year ended 30 June 2024 ("F2024") (30 June 2023: 600.0 cents per share) which in aggregate amounts to a final gross cash dividend of approximately R277.4 million. The final cash dividend has been declared from income reserves. Trading ex-dividend is 18 September 2024. Record date is 20 September 2024. Payment date of the final cash dividend is 23 September 2024.Buy Or Sell Opportunity • Jul 31Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to €7.00. The fair value is estimated to be €5.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Jul 03Public Investment Corporation Limited acquired an unknown minority stake in Northam Platinum Holdings Limited (JSE:NPH).Public Investment Corporation Limited acquired an unknown minority stake in Northam Platinum Holdings Limited (JSE:NPH) on July 1, 2024. PIC now holds a beneficial interest of 20.09% in Northam Platinum's total issued share capital.Public Investment Corporation Limited completed the acquisition of an unknown minority stake in Northam Platinum Holdings Limited (JSE:NPH) on July 1, 2024お知らせ • Jun 19Northam Platinum Holdings Limited and Northam Platinum Limited Announce Changes to the Boards of Directors and the Nomination CommitteeNortham Platinum Holdings Limited announced following changes to the board of directors of Northam Platinum Holdings Limited (Northam Holdings Board), the board of directors of Northam Platinum Limited (Northam Platinum Board) and the group's Nomination committee, with effect from the conclusion of the respective annual general meetings of Northam Holdings andNortham Platinum, expected to be held on 28 October 2024: the resignation of Mr. Temba Mvusi as chairperson of both the Northam Holdings Board and the Northam Platinum Board, as a result of conditions of the Prudential Authority's approval of his appointment as chairperson of the board of directors of Sanlam Limited and Sanlam Life Insurance Limited; the appointment of Mr. Mcebisi Jonas as the independent non-executive chairperson of the Northam Holdings Board, and as an independent non-executive director and chairperson of the Northam Platinum Board; and the appointment of Mr. Jonas as a member and chairperson of the group's Nomination committee following Mr. Mvusi's resignation as a member and chairperson thereof. Mr. Mvusi will remain an independent non-executive director of both the Northam Holdings Board and the Northam Platinum Board. The above-mentioned appointments of Mr. Jonas were made in accordance with the group's Nomination committee Charter in respect of which the nomination of Northam directors is managed.Upcoming Dividend • Mar 12Upcoming dividend of R1.00 per shareEligible shareholders must have bought the stock before 19 March 2024. Payment date: 25 March 2024. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.4%).Reported Earnings • Mar 05First half 2024 earnings released: EPS: R1.37 (vs R15.96 in 1H 2023)First half 2024 results: EPS: R1.37 (down from R15.96 in 1H 2023). Revenue: R15.0b (down 26% from 1H 2023). Net income: R532.6m (down 91% from 1H 2023). Profit margin: 3.6% (down from 31% in 1H 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat.お知らせ • Mar 02Northam Platinum Holdings Limited Declares Interim Gross Cash Dividend for the Six Months Ended 31 December 2023, Payable on 25 March 2024Northam Platinum Holdings Limited announced that for the six months ended 31 December 2023, the board of directors ("board") has resolved to declare and pay an interim gross cash dividend of 100.0 cents per share (31 December 2022: Nil cents per share and for 30 June 2023: 600.0 cents per share), which in aggregate amounts to an interim gross cash dividend of approximately ZAR 396.2 million. The interim gross cash dividend has been declared from income reserves. Last day to trade (cum dividend) is 18 March 2024. Trading ex-dividend, on 19 March 2024. Record date to determine which Shareholders are eligible to receive the dividend, on 22 March 2024. Payment date of the dividend, on 25 March 2024. Shareholders may not dematerialise or rematerialise their Northam Holdings shares between 19 March 2024 and 22 March 2024, both days inclusive.お知らせ • Feb 29Northam Platinum Holdings Limited Announces Board ChangesThe board of directors of Northam Holdings announced the appointment of Mrs. Geralda Wildschutt as an independent non-executive director of the Board and as a member of the SEHR&T committee, with effect from 1 March 2024. Mrs. Wildschutt is currently an independent non-executive director of Caledonia Mining Corporation Plc, a gold mining company listed on the New York Stock Exchange and on AIM of the London Stock Exchange. She serves on the Climate Change Advisory Panel of Sasol Limited, a company listed on the JSE Limited. Mrs. Wildschutt served as a consultant to Anglo American PLC, Gold Fields Limited, Ivanhoe Mines Limited and Debswana Diamond Company Limited on a range of environmental, social and governance ("ESG") topics. She holds a Masters' Degree in Psychology from the University of Cape Town and an MBA from the Business School of the Netherlands. Mr. Paul Dunne, the chief executive officer of the company, will step down as a member of the SEHR&T committee immediately following the appointment of Mrs. Wildschutt.お知らせ • Jan 17Northam Platinum Holdings Limited, Annual General Meeting, Oct 28, 2024Northam Platinum Holdings Limited, Annual General Meeting, Oct 28, 2024.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €6.55, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total loss to shareholders of 30% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €3.35 per share.Valuation Update With 7 Day Price Move • Oct 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €4.82, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total loss to shareholders of 49% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €4.27 per share.Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Glyn Lewis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Aug 27New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 50% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.5% net profit margin).Reported Earnings • Aug 27Full year 2023 earnings released: EPS: R6.55 (vs R26.15 in FY 2022)Full year 2023 results: EPS: R6.55 (down from R26.15 in FY 2022). Revenue: R39.5b (up 16% from FY 2022). Net income: R2.55b (down 74% from FY 2022). Profit margin: 6.5% (down from 29% in FY 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat.お知らせ • Aug 25Northam Platinum Holdings Limited, Annual General Meeting, Oct 30, 2023Northam Platinum Holdings Limited, Annual General Meeting, Oct 30, 2023, at 10:00 South Africa Standard Time. Agenda: To consider and transact the business as stated in the notice of the 2023 AGM.New Risk • Jul 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risks High level of debt (67% net debt to equity). Share price has been volatile over the past 3 months (7.1% average weekly change).お知らせ • Jul 18+ 2 more updatesNortham Platinum Holdings Limited to Report Fiscal Year 2024 Results on Aug 30, 2024Northam Platinum Holdings Limited announced that they will report fiscal year 2024 results on Aug 30, 2024Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €6.85, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total loss to shareholders of 19% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €6.97 per share.New Risk • Jun 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.8% per year for the foreseeable future. Minor Risks High level of debt (67% net debt to equity). Share price has been volatile over the past 3 months (7.3% average weekly change).Buying Opportunity • Jun 24Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be €8.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 56%. Revenue is forecast to grow by 13% in 2 years. Earnings is forecast to grow by 11% in the next 2 years.Board Change • May 15Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Glyn Lewis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Apr 11Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 31%. The fair value is estimated to be €9.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 56%. Revenue is forecast to grow by 13% in 2 years. Earnings is forecast to grow by 7.9% in the next 2 years.Reported Earnings • Mar 25First half 2023 earnings released: EPS: R15.96 (vs R9.65 in 1H 2022)First half 2023 results: EPS: R15.96 (up from R9.65 in 1H 2022). Revenue: R20.1b (up 45% from 1H 2022). Net income: R6.23b (up 78% from 1H 2022). Profit margin: 31% (up from 25% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 1.4% decline forecast for the Metals and Mining industry in Europe.Board Change • Feb 23Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Glyn Lewis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Glyn Lewis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 03Northam Platinum Holdings Limited to Report First Half, 2023 Results on Feb 24, 2023Northam Platinum Holdings Limited announced that they will report first half, 2023 results on Feb 24, 2023Board Change • Nov 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Glyn Lewis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to €9.15, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 4x in the Metals and Mining industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €12.33 per share.Valuation Update With 7 Day Price Move • Sep 03Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €8.60, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 4x in the Metals and Mining industry in Europe.Reported Earnings • Aug 28Full year 2022 earnings releasedFull year 2022 results: Revenue: R34.1b (up 4.4% from FY 2021). Net income: R9.85b (up 4.9% from FY 2021). Profit margin: 29% (in line with FY 2021). Over the next year, revenue is forecast to grow 33%, compared to a 4.4% growth forecast for the Metals and Mining industry in Germany.お知らせ • Aug 26Northam Platinum Holdings Limited, Annual General Meeting, Oct 25, 2022Northam Platinum Holdings Limited, Annual General Meeting, Oct 25, 2022, at 10:00 South Africa Standard Time. Agenda: To re-election of JG Smithies as director; to consider re-election of TE Kgosi as director; to consider re-election of HH Hickey as director; to consider appointment of PwC (with the designated external audit partner being Mr AJ Rossouw CA (SA)) as the independent external auditors of the group; to consider non-binding endorsement of the group’s remuneration policy; and to consider any other matters.お知らせ • Jul 19Northam Platinum Holdings Limited to Report Fiscal Year 2022 Results on Aug 26, 2022Northam Platinum Holdings Limited announced that they will report fiscal year 2022 results on Aug 26, 2022Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €8.50, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 4x in the Metals and Mining industry in Europe.Board Change • Apr 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Glyn Lewis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 01First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down R2.10b from profit in 1H 2021). Profit margin: (down from 18% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 29%, compared to a 37% growth forecast for the industry in Germany.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €12.94, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Metals and Mining industry in Europe.Board Change • Jan 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. 1 highly experienced director. Independent Non-Executive Director Glyn Lewis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 9 experienced directors. 1 highly experienced director. Independent Non-Executive Director Glyn Lewis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 9 experienced directors. 1 highly experienced director. Independent Non-Executive Director Glyn Lewis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €11.60, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Metals and Mining industry in Europe.Board Change • Oct 26High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non Executive Chairman David Brown was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.株主還元7JRDE Metals and MiningDE 市場7D5.1%-1.1%1.8%1Y24.9%62.2%4.1%株主還元を見る業界別リターン: 7JR過去 1 年間で62.2 % の収益を上げたGerman Metals and Mining業界を下回りました。リターン対市場: 7JR過去 1 年間で4.1 % の収益を上げたGerman市場を上回りました。価格変動Is 7JR's price volatile compared to industry and market?7JR volatility7JR Average Weekly Movement9.1%Metals and Mining Industry Average Movement7.9%Market Average Movement5.3%10% most volatile stocks in DE Market12.7%10% least volatile stocks in DE Market2.7%安定した株価: 7JRの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 7JRの weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト202014,172Paul Dunnewww.northam.co.zaノーザム・プラチナ・ホールディングス・リミテッドは、子会社のノーザム・プラチナ・リミテッドを通じて、南アフリカ、米州、欧州、英国、極東、その他のアフリカ地域、中東、オーストラレーシア、中華人民共和国で白金族金属の生産と販売に従事している。プラチナ、パラジウム、ロジウム、金、イリジウム、ルテニウム、銀、ニッケル、銅、コバルト、クロムの鉱床を探鉱している。ブッシュフェルト複合体の東端に位置するBooysendal鉱山、ブッシュフェルト複合体の西端の北に位置するZondereinde鉱山、ブッシュフェルト複合体の西端の南東部に位置するEland鉱山の権益を保有している。同社はリサイクル・サービスも提供している。ノーサム・プラチナ・ホールディングス・リミテッドは2020年に法人化され、南アフリカのヨハネスブルグを拠点としている。もっと見るNortham Platinum Holdings Limited 基礎のまとめNortham Platinum Holdings の収益と売上を時価総額と比較するとどうか。7JR 基礎統計学時価総額€4.88b収益（TTM）€481.30m売上高(TTM)€2.18b10.1xPER（株価収益率2.2xP/Sレシオ7JR は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計7JR 損益計算書（TTM）収益R41.62b売上原価R31.62b売上総利益R10.00bその他の費用R824.56m収益R9.17b直近の収益報告Dec 31, 2025次回決算日Aug 28, 2026一株当たり利益（EPS）23.29グロス・マージン24.02%純利益率22.04%有利子負債／自己資本比率30.3%7JR の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.8%現在の配当利回り39%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/31 19:28終値2026/07/31 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Northam Platinum Holdings Limited 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22 アナリスト機関Gerhard EngelbrechtAbsa Bank LimitedRichard HartArqaam Capital Research Offshore S.A.L.Sebastian BellAvior Capital Markets19 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Jun 25Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €12.20, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 10x in the Metals and Mining industry in Europe. Total returns to shareholders of 122% over the past three years.
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €13.70, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 12x in the Metals and Mining industry in Europe. Total returns to shareholders of 105% over the past three years.
お知らせ • Dec 02+ 2 more updatesNortham Platinum Holdings Limited to Report First Half, 2026 Results on Feb 27, 2026Northam Platinum Holdings Limited announced that they will report first half, 2026 results on Feb 27, 2026
お知らせ • Oct 27Northam Platinum Holdings Limited Announces Board and Committee ChangesNortham Platinum Holdings Limited announced at the AGM held on October 27, 2025, approved that Mr. GT Lewis, who retired by rotation at the AGM, did not make himself available for re-election as a director of the company and has retired from the board of directors of Northam ("board"), as well as the company's health, safety and environmental committee, with effect from the conclusion of the AGM; election of Ms TE Kgosi, Dr NY Jekwa and Mrs. G Wildschutt as a member of the social, ethics, human resources and transformation committee.
お知らせ • Aug 30Northam Platinum Holdings Limited, Annual General Meeting, Oct 27, 2025Northam Platinum Holdings Limited, Annual General Meeting, Oct 27, 2025.
お知らせ • Aug 29Northam Platinum Holdings Limited Declares Final Gross Cash Dividend for the Financial Year Ended 30 June 2025, Payable on 22 September 2025The board of directors of Northam Platinum Holdings Limited announced that it has resolved to declare and pay a final gross cash dividend of 200.0 cents per share for the year 2025 (June 2024: 70.0 cents per share) which in aggregate amounts to a final gross cash dividend of approximately ZAR 800.2 million. The final cash dividend has been declared from income reserves. A dividend withholding tax of 20% will be applicable to Shareholders who are not exempt from, or who do not qualify for, a reduced rate of dividend withholding tax. Accordingly, for those Shareholders subject to dividend withholding tax at a rate of 20%, the final net cash dividend amounts to 160.0 cents per share (30 June 2024: 56.0 cents per share). E dividend date is September 17, 2025 and Record date is September 19, 2025. The payable date is September 22, 2025.
Valuation Update With 7 Day Price Move • Jun 25Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €12.20, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 10x in the Metals and Mining industry in Europe. Total returns to shareholders of 122% over the past three years.
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €13.70, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 12x in the Metals and Mining industry in Europe. Total returns to shareholders of 105% over the past three years.
お知らせ • Dec 02+ 2 more updatesNortham Platinum Holdings Limited to Report First Half, 2026 Results on Feb 27, 2026Northam Platinum Holdings Limited announced that they will report first half, 2026 results on Feb 27, 2026
お知らせ • Oct 27Northam Platinum Holdings Limited Announces Board and Committee ChangesNortham Platinum Holdings Limited announced at the AGM held on October 27, 2025, approved that Mr. GT Lewis, who retired by rotation at the AGM, did not make himself available for re-election as a director of the company and has retired from the board of directors of Northam ("board"), as well as the company's health, safety and environmental committee, with effect from the conclusion of the AGM; election of Ms TE Kgosi, Dr NY Jekwa and Mrs. G Wildschutt as a member of the social, ethics, human resources and transformation committee.
お知らせ • Aug 30Northam Platinum Holdings Limited, Annual General Meeting, Oct 27, 2025Northam Platinum Holdings Limited, Annual General Meeting, Oct 27, 2025.
お知らせ • Aug 29Northam Platinum Holdings Limited Declares Final Gross Cash Dividend for the Financial Year Ended 30 June 2025, Payable on 22 September 2025The board of directors of Northam Platinum Holdings Limited announced that it has resolved to declare and pay a final gross cash dividend of 200.0 cents per share for the year 2025 (June 2024: 70.0 cents per share) which in aggregate amounts to a final gross cash dividend of approximately ZAR 800.2 million. The final cash dividend has been declared from income reserves. A dividend withholding tax of 20% will be applicable to Shareholders who are not exempt from, or who do not qualify for, a reduced rate of dividend withholding tax. Accordingly, for those Shareholders subject to dividend withholding tax at a rate of 20%, the final net cash dividend amounts to 160.0 cents per share (30 June 2024: 56.0 cents per share). E dividend date is September 17, 2025 and Record date is September 19, 2025. The payable date is September 22, 2025.
お知らせ • Jul 23Northam Platinum Holdings Limited to Report Fiscal Year 2025 Results on Aug 29, 2025Northam Platinum Holdings Limited announced that they will report fiscal year 2025 results on Aug 29, 2025
お知らせ • Feb 28Northam Platinum Holdings Limited Declares an Interim Gross Cash Dividend for the Six Months Ended 31 December 2024, Payable on 24 March 2025Northam Platinum Holdings Limited announced that for the six months ended 31 December 2024, the board of directors ("board") has resolved to declare and pay an interim gross cash dividend of 15.0 cents per share (31 December 2023: 100.0 cents per share and for 30 June 2024: 70.0 cents per share), in line with the board approved company dividend policy of 25% of headline earnings, which in aggregate amounts to an interim gross cash dividend of approximately ZAR 59.4 million. A dividend withholding tax of 20% will be applicable to Shareholders who are not exempt from, or who do not qualify for, a reduced rate of dividend withholding tax. Accordingly, for those Shareholders subject to dividend withholding tax at a rate of 20%, the final net cash dividend will amount to 12.0 cents per share (31 December 2023: 80.0 cents per share and 30 June 2024: 56.0 cents per share). Key dates include the last day to trade cum dividend on 17 March 2025, trading ex-dividend on 18 March 2025, record date on 20 March 2025, and payment date on 24 March 2025.
お知らせ • Feb 13Northam Platinum Holdings Limited to Report First Half, 2025 Results on Feb 28, 2025Northam Platinum Holdings Limited announced that they will report first half, 2025 results on Feb 28, 2025
Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €6.55, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total loss to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.81 per share.
Buy Or Sell Opportunity • Oct 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to €5.85. The fair value is estimated to be €7.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 68%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €5.55, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total returns to shareholders of 1.6% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €7.56 per share.
Valuation Update With 7 Day Price Move • Sep 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €4.64, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total loss to shareholders of 4.4% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €7.34 per share.
Reported Earnings • Sep 01Full year 2024 earnings released: EPS: R4.61 (vs R6.55 in FY 2023)Full year 2024 results: EPS: R4.61 (down from R6.55 in FY 2023). Revenue: R30.8b (down 22% from FY 2023). Net income: R1.80b (down 30% from FY 2023). Profit margin: 5.8% (down from 6.5% in FY 2023). Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 1.9% growth forecast for the Metals and Mining industry in Europe.
お知らせ • Aug 30Northam Platinum Holdings Limited Declare Final Dividend for the Financial Year Ended 30 June 2024, Payable on 23 September 2024The board of directors of Northam Platinum Holdings Limited declared a final gross cash dividend of 70.0 cents per share for the financial year ended 30 June 2024 ("F2024") (30 June 2023: 600.0 cents per share) which in aggregate amounts to a final gross cash dividend of approximately R277.4 million. The final cash dividend has been declared from income reserves. Trading ex-dividend is 18 September 2024. Record date is 20 September 2024. Payment date of the final cash dividend is 23 September 2024.
Buy Or Sell Opportunity • Jul 31Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to €7.00. The fair value is estimated to be €5.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Jul 03Public Investment Corporation Limited acquired an unknown minority stake in Northam Platinum Holdings Limited (JSE:NPH).Public Investment Corporation Limited acquired an unknown minority stake in Northam Platinum Holdings Limited (JSE:NPH) on July 1, 2024. PIC now holds a beneficial interest of 20.09% in Northam Platinum's total issued share capital.Public Investment Corporation Limited completed the acquisition of an unknown minority stake in Northam Platinum Holdings Limited (JSE:NPH) on July 1, 2024
お知らせ • Jun 19Northam Platinum Holdings Limited and Northam Platinum Limited Announce Changes to the Boards of Directors and the Nomination CommitteeNortham Platinum Holdings Limited announced following changes to the board of directors of Northam Platinum Holdings Limited (Northam Holdings Board), the board of directors of Northam Platinum Limited (Northam Platinum Board) and the group's Nomination committee, with effect from the conclusion of the respective annual general meetings of Northam Holdings andNortham Platinum, expected to be held on 28 October 2024: the resignation of Mr. Temba Mvusi as chairperson of both the Northam Holdings Board and the Northam Platinum Board, as a result of conditions of the Prudential Authority's approval of his appointment as chairperson of the board of directors of Sanlam Limited and Sanlam Life Insurance Limited; the appointment of Mr. Mcebisi Jonas as the independent non-executive chairperson of the Northam Holdings Board, and as an independent non-executive director and chairperson of the Northam Platinum Board; and the appointment of Mr. Jonas as a member and chairperson of the group's Nomination committee following Mr. Mvusi's resignation as a member and chairperson thereof. Mr. Mvusi will remain an independent non-executive director of both the Northam Holdings Board and the Northam Platinum Board. The above-mentioned appointments of Mr. Jonas were made in accordance with the group's Nomination committee Charter in respect of which the nomination of Northam directors is managed.
Upcoming Dividend • Mar 12Upcoming dividend of R1.00 per shareEligible shareholders must have bought the stock before 19 March 2024. Payment date: 25 March 2024. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.4%).
Reported Earnings • Mar 05First half 2024 earnings released: EPS: R1.37 (vs R15.96 in 1H 2023)First half 2024 results: EPS: R1.37 (down from R15.96 in 1H 2023). Revenue: R15.0b (down 26% from 1H 2023). Net income: R532.6m (down 91% from 1H 2023). Profit margin: 3.6% (down from 31% in 1H 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat.
お知らせ • Mar 02Northam Platinum Holdings Limited Declares Interim Gross Cash Dividend for the Six Months Ended 31 December 2023, Payable on 25 March 2024Northam Platinum Holdings Limited announced that for the six months ended 31 December 2023, the board of directors ("board") has resolved to declare and pay an interim gross cash dividend of 100.0 cents per share (31 December 2022: Nil cents per share and for 30 June 2023: 600.0 cents per share), which in aggregate amounts to an interim gross cash dividend of approximately ZAR 396.2 million. The interim gross cash dividend has been declared from income reserves. Last day to trade (cum dividend) is 18 March 2024. Trading ex-dividend, on 19 March 2024. Record date to determine which Shareholders are eligible to receive the dividend, on 22 March 2024. Payment date of the dividend, on 25 March 2024. Shareholders may not dematerialise or rematerialise their Northam Holdings shares between 19 March 2024 and 22 March 2024, both days inclusive.
お知らせ • Feb 29Northam Platinum Holdings Limited Announces Board ChangesThe board of directors of Northam Holdings announced the appointment of Mrs. Geralda Wildschutt as an independent non-executive director of the Board and as a member of the SEHR&T committee, with effect from 1 March 2024. Mrs. Wildschutt is currently an independent non-executive director of Caledonia Mining Corporation Plc, a gold mining company listed on the New York Stock Exchange and on AIM of the London Stock Exchange. She serves on the Climate Change Advisory Panel of Sasol Limited, a company listed on the JSE Limited. Mrs. Wildschutt served as a consultant to Anglo American PLC, Gold Fields Limited, Ivanhoe Mines Limited and Debswana Diamond Company Limited on a range of environmental, social and governance ("ESG") topics. She holds a Masters' Degree in Psychology from the University of Cape Town and an MBA from the Business School of the Netherlands. Mr. Paul Dunne, the chief executive officer of the company, will step down as a member of the SEHR&T committee immediately following the appointment of Mrs. Wildschutt.
お知らせ • Jan 17Northam Platinum Holdings Limited, Annual General Meeting, Oct 28, 2024Northam Platinum Holdings Limited, Annual General Meeting, Oct 28, 2024.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €6.55, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total loss to shareholders of 30% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €3.35 per share.
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €4.82, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total loss to shareholders of 49% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €4.27 per share.
Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Glyn Lewis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Aug 27New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 50% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.5% net profit margin).
Reported Earnings • Aug 27Full year 2023 earnings released: EPS: R6.55 (vs R26.15 in FY 2022)Full year 2023 results: EPS: R6.55 (down from R26.15 in FY 2022). Revenue: R39.5b (up 16% from FY 2022). Net income: R2.55b (down 74% from FY 2022). Profit margin: 6.5% (down from 29% in FY 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat.
お知らせ • Aug 25Northam Platinum Holdings Limited, Annual General Meeting, Oct 30, 2023Northam Platinum Holdings Limited, Annual General Meeting, Oct 30, 2023, at 10:00 South Africa Standard Time. Agenda: To consider and transact the business as stated in the notice of the 2023 AGM.
New Risk • Jul 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risks High level of debt (67% net debt to equity). Share price has been volatile over the past 3 months (7.1% average weekly change).
お知らせ • Jul 18+ 2 more updatesNortham Platinum Holdings Limited to Report Fiscal Year 2024 Results on Aug 30, 2024Northam Platinum Holdings Limited announced that they will report fiscal year 2024 results on Aug 30, 2024
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €6.85, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total loss to shareholders of 19% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €6.97 per share.
New Risk • Jun 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.8% per year for the foreseeable future. Minor Risks High level of debt (67% net debt to equity). Share price has been volatile over the past 3 months (7.3% average weekly change).
Buying Opportunity • Jun 24Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be €8.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 56%. Revenue is forecast to grow by 13% in 2 years. Earnings is forecast to grow by 11% in the next 2 years.
Board Change • May 15Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Glyn Lewis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Apr 11Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 31%. The fair value is estimated to be €9.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 56%. Revenue is forecast to grow by 13% in 2 years. Earnings is forecast to grow by 7.9% in the next 2 years.
Reported Earnings • Mar 25First half 2023 earnings released: EPS: R15.96 (vs R9.65 in 1H 2022)First half 2023 results: EPS: R15.96 (up from R9.65 in 1H 2022). Revenue: R20.1b (up 45% from 1H 2022). Net income: R6.23b (up 78% from 1H 2022). Profit margin: 31% (up from 25% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 1.4% decline forecast for the Metals and Mining industry in Europe.
Board Change • Feb 23Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Glyn Lewis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Glyn Lewis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 03Northam Platinum Holdings Limited to Report First Half, 2023 Results on Feb 24, 2023Northam Platinum Holdings Limited announced that they will report first half, 2023 results on Feb 24, 2023
Board Change • Nov 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Glyn Lewis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to €9.15, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 4x in the Metals and Mining industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €12.33 per share.
Valuation Update With 7 Day Price Move • Sep 03Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €8.60, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 4x in the Metals and Mining industry in Europe.
Reported Earnings • Aug 28Full year 2022 earnings releasedFull year 2022 results: Revenue: R34.1b (up 4.4% from FY 2021). Net income: R9.85b (up 4.9% from FY 2021). Profit margin: 29% (in line with FY 2021). Over the next year, revenue is forecast to grow 33%, compared to a 4.4% growth forecast for the Metals and Mining industry in Germany.
お知らせ • Aug 26Northam Platinum Holdings Limited, Annual General Meeting, Oct 25, 2022Northam Platinum Holdings Limited, Annual General Meeting, Oct 25, 2022, at 10:00 South Africa Standard Time. Agenda: To re-election of JG Smithies as director; to consider re-election of TE Kgosi as director; to consider re-election of HH Hickey as director; to consider appointment of PwC (with the designated external audit partner being Mr AJ Rossouw CA (SA)) as the independent external auditors of the group; to consider non-binding endorsement of the group’s remuneration policy; and to consider any other matters.
お知らせ • Jul 19Northam Platinum Holdings Limited to Report Fiscal Year 2022 Results on Aug 26, 2022Northam Platinum Holdings Limited announced that they will report fiscal year 2022 results on Aug 26, 2022
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €8.50, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 4x in the Metals and Mining industry in Europe.
Board Change • Apr 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Glyn Lewis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 01First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down R2.10b from profit in 1H 2021). Profit margin: (down from 18% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 29%, compared to a 37% growth forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €12.94, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Metals and Mining industry in Europe.
Board Change • Jan 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. 1 highly experienced director. Independent Non-Executive Director Glyn Lewis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 9 experienced directors. 1 highly experienced director. Independent Non-Executive Director Glyn Lewis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 9 experienced directors. 1 highly experienced director. Independent Non-Executive Director Glyn Lewis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €11.60, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Metals and Mining industry in Europe.
Board Change • Oct 26High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non Executive Chairman David Brown was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
