View Future GrowthValterra Platinum 過去の業績過去 基準チェック /46Valterra Platinumの収益は年間平均-41.5%の割合で減少していますが、 Metals and Mining業界の収益は年間 減少しています。収益は年間1.1% 11.4%割合で 減少しています。 Valterra Platinumの自己資本利益率は16%であり、純利益率は13.3%です。主要情報-41.55%収益成長率-41.56%EPS成長率Metals and Mining 業界の成長29.18%収益成長率-11.38%株主資本利益率15.98%ネット・マージン13.26%次回の業績アップデート29 Jul 2026最近の業績更新お知らせ • Jan 01+ 2 more updatesValterra Platinum Limited to Report Q3, 2026 Results on Oct 23, 2026Valterra Platinum Limited announced that they will report Q3, 2026 results on Oct 23, 2026お知らせ • Jan 19+ 3 more updatesAnglo American Platinum Limited to Report Q2, 2025 Results on Jul 24, 2025Anglo American Platinum Limited announced that they will report Q2, 2025 results on Jul 24, 2025お知らせ • Jan 16Anglo American Platinum Limited to Report First Half, 2025 Results on Jul 28, 2025Anglo American Platinum Limited announced that they will report first half, 2025 results on Jul 28, 2025Reported Earnings • Jul 23First half 2024 earnings released: EPS: R24.03 (vs R29.39 in 1H 2023)First half 2024 results: EPS: R24.03 (down from R29.39 in 1H 2023). Revenue: R52.2b (down 19% from 1H 2023). Net income: R6.32b (down 18% from 1H 2023). Profit margin: 12% (in line with 1H 2023). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.Reported Earnings • Feb 20Full year 2023 earnings released: EPS: R49.53 (vs R187 in FY 2022)Full year 2023 results: EPS: R49.53 (down from R187 in FY 2022). Revenue: R124.6b (down 24% from FY 2022). Net income: R13.0b (down 74% from FY 2022). Profit margin: 11% (down from 30% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 30% per year.お知らせ • Aug 16+ 3 more updatesAnglo American Platinum Limited to Report Q3, 2024 Results on Oct 24, 2024Anglo American Platinum Limited announced that they will report Q3, 2024 results on Oct 24, 2024すべての更新を表示Recent updatesBoard Change • May 20High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Thoko Mokgosi-Mwantembe was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 26Valterra Platinum Limited Reiterates Production Guidance for 2026Valterra Platinum Limited reiterated production guidance for 2026. For the year 2026, the company expects Platinum Group Metals - M&C production and refined production of 3.0 Moz to 3.4 Moz and Platinum Group Metals - Refined of 3.0 Moz to 3.4 Moz.お知らせ • Mar 28Valterra Platinum Limited, Annual General Meeting, May 08, 2026Valterra Platinum Limited, Annual General Meeting, May 08, 2026.お知らせ • Feb 25+ 1 more updateValterra Platinum Limited Declares Final Dividend for the Year Ended December 31, 2025, Payable on 30 March 2026 and 15 April 2026, RespectivelyThe Board of Directors of Valterra Platinum Limited has approved the declaration of a gross final dividend of ZAR 6,200 million or ZAR 23.00 per share (2300 cents per share). The payment date of dividend on JSE is March 30, 2026 and on LSE is April 15, 2026. The record date on JSE is March 27, 2026 and on LSE is March 27, 2026. Trading ex-dividend commences on March 25, 2026 on JSE and March 26, 2026 on LSE.お知らせ • Jan 23Valterra Platinum Limited Provides Earnings Guidance for the the Twelve Months Ended December 31, 2025Valterra Platinum Limited provided earnings guidance for the the twelve months ended December 31, 2025. For the period, the company expects basic earnings per share to be between 5,522 cents per share and 6,055 cents per share (2,683 cents per share in the prior period).お知らせ • Jan 01+ 2 more updatesValterra Platinum Limited to Report Q3, 2026 Results on Oct 23, 2026Valterra Platinum Limited announced that they will report Q3, 2026 results on Oct 23, 2026お知らせ • Oct 28Valterra Platinum Limited Reaffirms Production Guidance for 2025Valterra Platinum Limited reaffirmed production guidance for 2025. For the year, the company remain on track to deliver full year guidance for Amandelbult of 450,000-480,000 PGM ounces., M&C production of 3.0 Million -3.2 million ounces. M&C production from our own operations is expected to be ~2.0 million PGM ounces and POC between ~1.0 Million to 1.2 million PGM ounces. Refined production and sales volumes guidance is expected to be ~3.4 million PGM ounces.お知らせ • Oct 13Valterra Platinum Limited Announces Resignation of Norman Mbazima as Member of Social, Ethics and Governance CommitteeValterra Platinum Limited announced As part of the Board's ongoing efforts to optimise its governance structures and ensure appropriate membership of Board committees, the Board announced the following change: The Governance Committee has been combined with the Social, Ethics and Transformation Committees and renamed the Social, Ethics and Governance Committee. Norman Mbazima has stepped down from the committee.お知らせ • Sep 10Public Investment Corporation Limited acquired an additional minority stake in Valterra Platinum Limited (JSE:VAL).Public Investment Corporation Limited acquired an additional minority stake in Valterra Platinum Limited (JSE:VAL) on September 9, 2025. After completion of acquisition, Public Investment Corporation now holds 17.208% stake. Public Investment Corporation Limited completed the acquisition of an additional minority stake in Valterra Platinum Limited (JSE:VAL) on September 9, 2025.お知らせ • Sep 06Valterra Platinum Limited has completed a Follow-on Equity Offering in the amount of ZAR 44.109 billion.Valterra Platinum Limited has completed a Follow-on Equity Offering in the amount of ZAR 44.109 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 52,200,000 Price\Range: ZAR 845 Transaction Features: Subsequent Direct Listingお知らせ • Jul 18+ 1 more updateValterra Platinum Limited Provides Production Guidance for 2025Valterra Platinum Limited provided production guidance for 2025. For the year, the company remain on track to deliver M&C production within guidance after factoring in the Amandelbult flooding impact, albeit at the lower end. M&C production from the own operations is expected to be ~2.0 million PGM ounces and POC between ~1.0 million to 1.2 million PGM ounces. Refined production guidance of 3.0 million to 3.4 million PGM ounces remains unchanged.お知らせ • Jul 17Valterra Platinum Limited Announces Changes to Its Board, Effective ImmediatelyValterra Platinum Limited announced the appointment of Ms. Deborah Gudgeon and Ms. Thoko Mokgosi-Mwantembe as independent non-executive directors with immediate effect. These appointments ensure the appropriate balance of knowledge, skills, experience, and diversity on the Board for it to discharge its governance role and responsibilities objectively and effectively into the future, including in relation to the Company's secondary listing on the London Stock Exchange. Following the appointment of two additional independent non-executive directors, the Company's Board will comprise eleven independent, non-executive directors and two executive directors.お知らせ • Jun 06+ 5 more updatesValterra Platinum Limited(LSE:VALT) dropped from S&P EUROPE 350Valterra Platinum Limited(LSE:VALT) dropped from S&P EUROPE 350お知らせ • Mar 21Anglo American Platinum Limited, Annual General Meeting, May 08, 2025Anglo American Platinum Limited, Annual General Meeting, May 08, 2025. Location: will be held both in person, South Africaお知らせ • Mar 18Anglo American Platinum Limited Announces Board and committee Resignations, Effective March 19, 2025Anglo American Platinum Limited advised that Nolitha Fakude,Themba Mkhwanazi and Matt Daley have stepped down as non-executive directors of the Company, and consequently from the board committees they serve on, with effect from 19 March 2025. Their decision to step down is a further and necessary step in preparation for the Company's demerger from Anglo American plc, aimed at promoting greater independence within the board and ensuring that the Company can navigate this transitional phase with a more autonomous governance structure.お知らせ • Feb 26Anglo American Platinum Limited Provides Update on Tumela Mine At the Amandelbult Complex and Surrounding AreasAnglo American Platinum Limited announced that Heavy rains in the northern part of South Africa over the past week have caused widespread flooding in the region, including at Anglo American Platinum's Amandelbult Complex. The significant rainfall and the overflow of the nearby river systems, compounded by the collapse of the Bierspruit dam near Swartklip on Thursday 20 February caused water ingress at Tumela mine, which overwhelmed pumping capacity, flooding certain of the underground workings and the main pump station. While surface flooding in and around the Amandelbult Complex temporarily affected access to the operation, the main Dishaba mine, the concentrator and other infrastructure are largely unaffected. The successful implementation of the emergency preparedness plans, including the temporary suspension of all operations at the Amandelbult Complex on Thursday 20 February, ensured the safe evacuation of all employees and contractors. Operations at the Amandelbult Complex, except for the Tumela mine, restarted on 24 February. A detailed impact assessment and recovery plan to ensure safe production at Tumela mine is under way. Preliminary indications are that the 2025 metal-in- concentrate (M&C) production guidance of 3.0 million to 3.4 million PGM ounces is not expected to be impacted. Tumela mine contributes approximately 10% to the total monthly M&C production. The safety of all employees and surrounding host communities are of the highest priority and are, together with the authorities, ensuring that support is provided to those most affected by the floods.お知らせ • Feb 17+ 2 more updatesAnglo American Platinum Limited Announces Additional Final Dividend for the Year Ended 31 December 2024, Payable on 29 April 2025Anglo American Platinum Limited announced that A final dividend of ZAR 16.5 billion for the year ended 31 December 2024 was declared by the board on 13 February 2025, equating to ZAR 62 per ordinary share. The final dividend consists of a base dividend of ZAR 0.8 billion (ZAR 3 per ordinary share) which equates to 40% of Second half headline earnings, as well as an additional dividend of ZAR 15.7 billion (ZAR 59 per ordinary share) for payment on 29 April 2025 to shareholders recorded in the register at the close of business on 25 April 2025. Trading ex-dividend commences on 23 April 2025.お知らせ • Feb 08Anglo American Platinum Limited Provides Earnings Guidance for the Twelve Months Ended 31 December 2024Anglo American Platinum Limited provided earnings guidance for the twelve months ended 31 December 2024. The basic earnings and earnings per share (EPS) for the period have decreased by between 42% and 52% compared to the prior period. Basic earnings are likely to be between ZAR 6.3 billion and ZAR 7.6 billion (ZAR 13 billion in 2023) and EPS is expected to be between 2,395 cents per share and 2,889 cents per share (4,952 cents per share in 2023). The decrease in earnings compared to 2023 is primarily due to a 13% decline in realized ZAR PGM prices. Most notably, palladium and rhodium realized US dollar prices decreased 24% and 30% respectively.お知らせ • Feb 06Anglo American Platinum Limited Provides Production Guidance for 2025 and Estimates for 2026 and 2027Anglo American Platinum Limited provided production guidance for 2025 and estimates for 2026 and 2027. For the year 2025, the company expects Platinum Group Metals - M&C production of 3.0 Moz to 3.4 Moz and Platinum Group Metals - Refined of 3.0 Moz to 3.4 Moz. For the year 2026, the company estimates Platinum Group Metals - M&C production of 3.0 Moz to 3.4 Moz and Platinum Group Metals - Refined of 3.0 Moz to 3.4 Moz. For the year 2027, the company estimates Platinum Group Metals - M&C production of 3.0 Moz to 3.5 Moz and Platinum Group Metals - Refined of 3.0 Moz to 3.5 Moz.お知らせ • Jan 19+ 3 more updatesAnglo American Platinum Limited to Report Q2, 2025 Results on Jul 24, 2025Anglo American Platinum Limited announced that they will report Q2, 2025 results on Jul 24, 2025お知らせ • Jan 17Infinium Holdings, Inc. acquired Greyrock Energy Inc.Infinium Holdings, Inc. acquired Greyrock Energy Inc. on January 16, 2025. Infinium Holdings, Inc. completed the acquisition of Greyrock Energy Inc. on January 16, 2025.お知らせ • Jan 16Anglo American Platinum Limited to Report First Half, 2025 Results on Jul 28, 2025Anglo American Platinum Limited announced that they will report first half, 2025 results on Jul 28, 2025Board Change • Dec 30High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. CFO, Controller & Executive Director Sayurie Naidoo was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 06Anglo American Platinum Limited Appoints Fiona Edmundson as Acting Company Secretary with Effect from 1 January 2025Anglo American Platinum Limited announced that Ms Fiona Edmundson has been appointed acting company secretary with effect from 1 January 2025. Ms Edmundson is an admitted attorney and practised in South Africa and the United Kingdom, focusing on corporate law and mergers and acquisitions. She currently heads up the legal team of Anglo American South Africa.お知らせ • Nov 28Anglo American Platinum Limited has filed a Follow-on Equity Offering.Anglo American Platinum Limited has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 16,000,000 Transaction Features: Subsequent Direct Listingお知らせ • Nov 27Anglo American Platinum Limited has completed a Follow-on Equity Offering in the amount of ZAR 9.59 billion.Anglo American Platinum Limited has completed a Follow-on Equity Offering in the amount of ZAR 9.59 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 17,500,000 Price\Range: ZAR 548 Transaction Features: Subsequent Direct ListingValuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €38.90, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total loss to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €58.83 per share.お知らせ • Oct 24Anglo American Platinum Limited Revises Production Guidance for the Year 2024Anglo American Platinum Limited revised production guidance for the year 2024. For the year, the company production guidance for 2024 for M&C is unchanged at 3.3-3.7 million PGM ounces. However, refined production guidance is revised up to 3.7-3.9 million ounces (previously 3.3-3.7 million ounces), assuming no Eskom load-curtailment. This is on the back of strong and stable performance from the processing assets, which enabled to release built-up work-in-progress inventory.Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €34.60, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total loss to shareholders of 41% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €64.81 per share.お知らせ • Sep 12+ 1 more updateAnglo American Platinum Limited has filed a Follow-on Equity Offering.Anglo American Platinum Limited has filed a Follow-on Equity Offering. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 13,000,000 Transaction Features: Subsequent Direct Listingお知らせ • Sep 05Anglo American Platinum Limited Announces Resignation of Elizna Viljoen as Company Secretary , Effective December 31, 2024Anglo American Platinum announced that Elizna Viljoen has resigned as Company Secretary, effective 31 December 2024, to pursue a career opportunity outside the group. The Board extends its gratitude to Elizna for her 11 years of dedicated service and valuable contributions to the group, as well as her support of the Board and Platinum Management Committee. The Board will commence a succession process and will appoint a Company Secretary in due course.Upcoming Dividend • Aug 14Upcoming dividend of R9.75 per shareEligible shareholders must have bought the stock before 21 August 2024. Payment date: 26 August 2024. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.3%).Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €35.50, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total loss to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €53.51 per share.Declared Dividend • Jul 24First half dividend of R9.75 announcedShareholders will receive a dividend of R9.75. Ex-date: 21st August 2024 Payment date: 26th August 2024 Dividend yield will be 33%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is covered by earnings (43% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 32% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 84% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 23First half 2024 earnings released: EPS: R24.03 (vs R29.39 in 1H 2023)First half 2024 results: EPS: R24.03 (down from R29.39 in 1H 2023). Revenue: R52.2b (down 19% from 1H 2023). Net income: R6.32b (down 18% from 1H 2023). Profit margin: 12% (in line with 1H 2023). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.お知らせ • Jul 18Anglo American Platinum Limited Provides Production Guidance for the Year 2024Anglo American Platinum Limited provided production guidance for the year 2024. Metal-in-concentrate PGM production and refined production guidance remains at 3.3-3.7 million ounces.Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €32.60, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total loss to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €49.17 per share.Valuation Update With 7 Day Price Move • May 31Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €30.40, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Metals and Mining industry in Europe. Total loss to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €57.11 per share.お知らせ • May 10Anglo American Platinum Limited Announces Director RetirementsAnglo American Platinum Limited announced Mr. J Vice and Ms N Moholi, who have both served as directors for more than 10 years, retired from the board at May 9, 2024 AGM.お知らせ • Apr 27+ 1 more updateAnglo American Platinum Limited Announces Appointment of Sayurie Naidoo as Executive Director, Effective from May 1, 2024Anglo American Platinum Limited announced the appointment of Sayurie Naidoo as Executive Director, Effective from May 1, 2024. Sayurie has been with Anglo American for over 15 years. With a robust background in finance, she has held pivotal roles such as financial controller at Anglo American Platinum and principal accountant: corporate development at Kumba Iron Ore, among others.Valuation Update With 7 Day Price Move • Apr 24Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €33.40, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total loss to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €56.24 per share.お知らせ • Apr 23Anglo American Platinum Limited Reaffirms Production Guidance for 2024Anglo American Platinum Limited reaffirmed production Guidance for 2024. For the period, production guidance for 2024 for metal in concentrate (M&C) and refined production is unchanged and is expected to be between 3.3 million PGM ounces -3.7 million PGM ounces, subject to the impact of Eskom load-curtailment.Upcoming Dividend • Mar 19Upcoming dividend of R9.30 per shareEligible shareholders must have bought the stock before 26 March 2024. Payment date: 02 April 2024. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.3%).Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €37.80, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €41.14 per share.お知らせ • Mar 12Anglo American Platinum Limited, Annual General Meeting, May 09, 2024Anglo American Platinum Limited, Annual General Meeting, May 09, 2024, at 10:00 South Africa Standard Time. Location: Anglo American Platinum offices, Imbizo auditorium144 Oxford Road, Rosebank 144 Oxford Road, Rosebank Johannesburg South AfricaReported Earnings • Feb 20Full year 2023 earnings released: EPS: R49.53 (vs R187 in FY 2022)Full year 2023 results: EPS: R49.53 (down from R187 in FY 2022). Revenue: R124.6b (down 24% from FY 2022). Net income: R13.0b (down 74% from FY 2022). Profit margin: 11% (down from 30% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 30% per year.お知らせ • Feb 19+ 1 more updateAnglo American Platinum Limited Appoints Suresh Kana as Lead Independent Director with Effect from 1 March 2024Anglo American Platinum Limited inform shareholders that Suresh Kana has been appointed as Lead Independent Director with effect from 1 March 2024.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €33.70, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total loss to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.62 per share.お知らせ • Feb 08Anglo American Platinum Limited Provides Production Guidance for 2024Anglo American Platinum Limited provided production Guidance for 2024. For the period, production guidance for 2024 for metal in concentrate (M&C) (1) and refined production (1) is expected to be between 3.3-3.7 million PGM ounces.お知らせ • Jan 22Anglo American Platinum Limited Announces Resignation of Thabi Leoka from Her Position as A Non-Executive Director of the CompanyAnglo American Platinum Limited announced that in compliance with paragraph 3.59 of the JSE Limited Listings Requirements shareholders are advised that, on her request, Thabi Leoka has resigned from her position as a non-executive director of the Company and consequently the board committees she serves on, with immediate effect, in order to attend to her health and the questions she has been facing in relation to her academic qualifications.New Risk • Dec 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 11% 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 Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings are forecast to decline by an average of 11% per year for the foreseeable future. High level of non-cash earnings (38% accrual ratio). Minor Risks Dividend is not well covered by cash flows (95% cash payout ratio). Dividend is not well covered by cash flows (95% cash payout ratio). Profit margins are more than 30% lower than last year (21% net profit margin).Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €43.40, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €41.06 per share.Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €39.60, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total loss to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €42.77 per share.Valuation Update With 7 Day Price Move • Oct 25Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €30.40, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total loss to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €41.96 per share.お知らせ • Oct 25Anglo American Platinum Limited Provides Production Guidance for 2023Anglo American Platinum Limited provided production Guidance for 2023. For the period, refined production guidance for 2023 is unchanged at 3.6 million ounces to 4.0 million ounces.Buying Opportunity • Oct 19Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be €44.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 9.3%. For the next 3 years, revenue is forecast to grow by 1.2% per annum. Earnings is also forecast to grow by 1.4% per annum over the same time period.お知らせ • Oct 13Anglo American Platinum Limited Announces Appointment of Stephen Phiri as A Non-Executive DirectorThe board of Anglo American Platinum Limited announced the appointment of Stephen Phiri as a non-executive director of the Company with effect from 10 October 2023. Stephen's appointment supports the orderly succession and rotation of long serving directors in terms of skills retention and handover of key positions.Valuation Update With 7 Day Price Move • Oct 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €30.40, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total loss to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €41.58 per share.Buying Opportunity • Oct 02Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €43.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 9.3%. For the next 3 years, revenue is forecast to grow by 1.0% per annum. Earnings is also forecast to grow by 0.7% per annum over the same time period.Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €33.80, 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 loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.47 per share.お知らせ • Sep 07Anglo American Platinum Limited Appoints Ms. Sayurie Naidoo as Acting Chief Financial OfficerAnglo American Platinum Limited announced the appointment of Ms. Sayurie Naidoo as acting Chief Financial Officer, with effect from 1 September 2023. Sayurie has been with Anglo American Group for over 15 years and is a registered CA(SA). She has held various financial roleswithin Anglo American and is currently the Financial Controller responsible for financial reporting, performance reporting,corporate cost control activities, governance, and controls as well as finance systems. Sayurie holds directorships andtrusteeships at various subsidiary companies and trusts.Valuation Update With 7 Day Price Move • Aug 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €32.60, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €47.05 per share.Upcoming Dividend • Aug 16Upcoming dividend of R12.00 per share at 17% yieldEligible shareholders must have bought the stock before 23 August 2023. Payment date: 28 August 2023. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 17%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (8.7%).お知らせ • Aug 16+ 3 more updatesAnglo American Platinum Limited to Report Q3, 2024 Results on Oct 24, 2024Anglo American Platinum Limited announced that they will report Q3, 2024 results on Oct 24, 2024Buying Opportunity • Aug 14Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 35%. The fair value is estimated to be €46.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 9.3%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings is also forecast to grow by 0.3% per annum over the same time period.Reported Earnings • Jul 28First half 2023 earnings released: EPS: R29.39 (vs R101 in 1H 2022)First half 2023 results: EPS: R29.39 (down from R101 in 1H 2022). Revenue: R64.7b (down 24% from 1H 2022). Net income: R7.74b (down 71% from 1H 2022). Profit margin: 12% (down from 31% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Jul 28Anglo American Platinum Limited Announces CEO ChangesThe Board of Anglo American Platinum Limited announces the appointment of Craig Miller as CEO, with effect from 1 October 2023, following Natascha Viljoen's decision in February to take up the COO role at Newmont Corporation. Craig is currently the finance director of Anglo American Platinum, a role he has held since 2019. With over 23 years of mining industry experience, he is a seasoned senior executive who has worked in South Africa, Brazil, and the UK, with expertise spanning Anglo American's PGMs, base metals and bulk commodities businesses. The recruitment process for Craig's successor is under way. Prior to joining Anglo American Platinum in 2019, Craig held numerous roles across Anglo American, including Group financial controller, chief financial officer of the iron ore business in Brazil and coal business in South Africa, and head of the Group CEO's office. Craig began his career as a trainee accountant at Deloitte in Johannesburg and joined Anglo American in London as a finance manager in May 2000.New Risk • Jul 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 21% Last year net profit margin: 31% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. High level of non-cash earnings (38% accrual ratio). Minor Risks Dividend is not well covered by cash flows (455% cash payout ratio). Share price has been volatile over the past 3 months (7.4% average weekly change). Profit margins are more than 30% lower than last year (21% net profit margin).お知らせ • Jul 25Anglo American Platinum Announces Dividend, Payable on 28 August 2023Anglo American Platinum Limited approved the declaration of a gross final dividend of R3.2 billion (R12 per share (1 200 cents per share)) on the ordinary shares from profits accrued during the six-month period ended 30 June 2023. The dividend pay-out is equal to 40% of headline earnings in line with the Company's dividend policy. Trading ex-dividend commences at 23 August 2023. Record date is 25 August 2023. Dividend payment date is 28 August 2023.お知らせ • Jul 22Anglo American Platinum Limited Provides Production Guidance for 2023Anglo American Platinum Limited Provided Production Guidance for 2023. For the period, the company said guidance remains unchanged. Metal-in-concentrate PGM production is 3.6 - 4.0 million ounces. Refined production is 3.6 million -4.0 million ounces. Unit cost per PGM ounce produced is anticipated to be at the upper end of the range considering exchange rate volatility, load-curtailment and continued inflationary pressure.Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €45.70, 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 loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €42.60 per share.Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €44.00, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total loss to shareholders of 8.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €42.89 per share.お知らせ • Jun 03Anglo American Platinum Announces Board ChangesThe Board of Anglo American Platinum Limited announced the appointment of Themba Mkhwanazi and Matt Daley as non-executive directors of the Company with effect from 1 June 2023. Themba Mkhwanazi's appointment to the board follows the Anglo American plc SENS announcement released on 31 May 2023 in which his new role as Regional Director, Africa & Australia was announced. Themba has over 18 years' experience in the resources industry, including South Africa, as well as in the US and Australia. The appointment of Matt Daley strengthens the technical skill set on the board. Matt is a mining engineer with more than two decades of underground, open cut, smelting, refining, project, and commodity trading experience. As Group Director - Technical for Anglo American plc, Matt leads the safety, discovery & geosciences, mining, processing, business improvement, asset strategy and reliability, information management and supply chain disciplines. Anik Michaud and Duncan Wanblad have stepped down as non-executive directors with effect from 1 June 2023.Buying Opportunity • Apr 21Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be €68.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 36%. For the next 3 years, revenue is forecast to decline by 5.2% per annum. Earnings is also forecast to decline by 17% per annum over the same time period.Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €57.60, 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 85% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €69.70 per share.Upcoming Dividend • Mar 22Upcoming dividend of R34.00 per share at 11% yieldEligible shareholders must have bought the stock before 29 March 2023. Payment date: 03 April 2023. Payout ratio is a comfortable 40% and the cash payout ratio is 84%. Trailing yield: 11%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (8.6%).お知らせ • Feb 15Anglo American Platinum Limited Announces Natascha Viljoen, CEO, Decides to Take Up Next Career Opportunity OutsideAnglo American announced that Natascha Viljoen, CEO of its 79% owned subsidiary Anglo American Platinum Limited, has decided to take up her next career opportunity outside the Anglo American group. Natascha has been CEO of Anglo American's PGMs business since April 2020 and will join Newmont Corporation as its Chief Operating Officer upon completion of her notice period of up to 12 months. Natascha will continue to serve as CEO of Anglo American Platinum and as a member of Anglo American's Group Management Committee until that time.お知らせ • Feb 03Anglo American Platinum Limited Provides Production Guidance for the Year 2023Anglo American Platinum Limited provided production guidance for the year 2023. Metal-in-concentrate (M&C) PGM guidance for 2023 is 3.6 - 4.0 million PGM ounces. Refined PGM production guidance is 3.6 - 4.0 million PGM ounces, subject to the impact of Eskom load-shedding.お知らせ • Jan 14Anglo American Platinum Limited, Annual General Meeting, May 11, 2023Anglo American Platinum Limited, Annual General Meeting, May 11, 2023.Valuation Update With 7 Day Price Move • Dec 17Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €72.40, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 6x in the Metals and Mining industry in Europe. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €72.23 per share.収支内訳Valterra Platinum の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:RPHA 収益、費用、利益 ( )ZAR Millions日付収益収益G+A経費研究開発費31 Dec 25116,33015,4201,849030 Sep 25107,7218,3721,729030 Jun 2599,1111,3231,609031 Mar 25104,0494,1911,510031 Dec 24108,9877,0591,410030 Sep 24110,5539,3401,603030 Jun 24112,11911,6201,795031 Mar 24118,35112,3301,846031 Dec 23124,58313,0401,897030 Sep 23133,88521,6401,609030 Jun 23143,18730,2391,320031 Mar 23153,63939,6961,283031 Dec 22164,09049,1531,245030 Sep 22178,35354,2081,294030 Jun 22192,61659,2621,343031 Mar 22203,59269,1201,241031 Dec 21214,56878,9781,138030 Sep 21193,85474,5031,026030 Jun 21173,13970,027913031 Mar 21140,45550,185909031 Dec 20107,77130,342904030 Sep 20103,30024,106921030 Jun 2098,82817,870938031 Mar 2099,19018,184896031 Dec 1999,55118,497853030 Sep 1991,76515,267889030 Jun 1983,97812,037925031 Mar 1979,2809,470901031 Dec 1874,5826,903877030 Sep 1873,2196,107876030 Jun 1871,8565,310875031 Mar 1868,7633,627897031 Dec 1765,6701,944918030 Sep 1762,140-75942030 Jun 1758,610-2,095966031 Mar 1760,285-731950031 Dec 1661,960632934030 Sep 1661,288-6,315884030 Jun 1660,616-13,262834031 Mar 1660,216-12,810889031 Dec 1559,815-12,358944030 Sep 1558,718-4,743992030 Jun 1557,6212,6391,0390質の高い収益: RPHAは 高品質の収益 を持っています。利益率の向上: RPHAの現在の純利益率 (13.3%)は、昨年(6.5%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: RPHAの収益は過去 5 年間で年間41.5%減少しました。成長の加速: RPHAの過去 1 年間の収益成長率 ( 118.4% ) は、5 年間の平均 ( 年間-41.5%を上回っています。収益対業界: RPHAの過去 1 年間の収益成長率 ( 118.4% ) はMetals and Mining業界18.5%を上回りました。株主資本利益率高いROE: RPHAの 自己資本利益率 ( 16% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2026/05/25 03:34終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Valterra Platinum Limited 9 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。26 アナリスト機関Gerhard EngelbrechtAbsa Bank LimitedRichard HartArqaam Capital Research Offshore S.A.L.Sebastian BellAvior Capital Markets23 その他のアナリストを表示
お知らせ • Jan 01+ 2 more updatesValterra Platinum Limited to Report Q3, 2026 Results on Oct 23, 2026Valterra Platinum Limited announced that they will report Q3, 2026 results on Oct 23, 2026
お知らせ • Jan 19+ 3 more updatesAnglo American Platinum Limited to Report Q2, 2025 Results on Jul 24, 2025Anglo American Platinum Limited announced that they will report Q2, 2025 results on Jul 24, 2025
お知らせ • Jan 16Anglo American Platinum Limited to Report First Half, 2025 Results on Jul 28, 2025Anglo American Platinum Limited announced that they will report first half, 2025 results on Jul 28, 2025
Reported Earnings • Jul 23First half 2024 earnings released: EPS: R24.03 (vs R29.39 in 1H 2023)First half 2024 results: EPS: R24.03 (down from R29.39 in 1H 2023). Revenue: R52.2b (down 19% from 1H 2023). Net income: R6.32b (down 18% from 1H 2023). Profit margin: 12% (in line with 1H 2023). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.
Reported Earnings • Feb 20Full year 2023 earnings released: EPS: R49.53 (vs R187 in FY 2022)Full year 2023 results: EPS: R49.53 (down from R187 in FY 2022). Revenue: R124.6b (down 24% from FY 2022). Net income: R13.0b (down 74% from FY 2022). Profit margin: 11% (down from 30% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 30% per year.
お知らせ • Aug 16+ 3 more updatesAnglo American Platinum Limited to Report Q3, 2024 Results on Oct 24, 2024Anglo American Platinum Limited announced that they will report Q3, 2024 results on Oct 24, 2024
Board Change • May 20High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Thoko Mokgosi-Mwantembe was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 26Valterra Platinum Limited Reiterates Production Guidance for 2026Valterra Platinum Limited reiterated production guidance for 2026. For the year 2026, the company expects Platinum Group Metals - M&C production and refined production of 3.0 Moz to 3.4 Moz and Platinum Group Metals - Refined of 3.0 Moz to 3.4 Moz.
お知らせ • Mar 28Valterra Platinum Limited, Annual General Meeting, May 08, 2026Valterra Platinum Limited, Annual General Meeting, May 08, 2026.
お知らせ • Feb 25+ 1 more updateValterra Platinum Limited Declares Final Dividend for the Year Ended December 31, 2025, Payable on 30 March 2026 and 15 April 2026, RespectivelyThe Board of Directors of Valterra Platinum Limited has approved the declaration of a gross final dividend of ZAR 6,200 million or ZAR 23.00 per share (2300 cents per share). The payment date of dividend on JSE is March 30, 2026 and on LSE is April 15, 2026. The record date on JSE is March 27, 2026 and on LSE is March 27, 2026. Trading ex-dividend commences on March 25, 2026 on JSE and March 26, 2026 on LSE.
お知らせ • Jan 23Valterra Platinum Limited Provides Earnings Guidance for the the Twelve Months Ended December 31, 2025Valterra Platinum Limited provided earnings guidance for the the twelve months ended December 31, 2025. For the period, the company expects basic earnings per share to be between 5,522 cents per share and 6,055 cents per share (2,683 cents per share in the prior period).
お知らせ • Jan 01+ 2 more updatesValterra Platinum Limited to Report Q3, 2026 Results on Oct 23, 2026Valterra Platinum Limited announced that they will report Q3, 2026 results on Oct 23, 2026
お知らせ • Oct 28Valterra Platinum Limited Reaffirms Production Guidance for 2025Valterra Platinum Limited reaffirmed production guidance for 2025. For the year, the company remain on track to deliver full year guidance for Amandelbult of 450,000-480,000 PGM ounces., M&C production of 3.0 Million -3.2 million ounces. M&C production from our own operations is expected to be ~2.0 million PGM ounces and POC between ~1.0 Million to 1.2 million PGM ounces. Refined production and sales volumes guidance is expected to be ~3.4 million PGM ounces.
お知らせ • Oct 13Valterra Platinum Limited Announces Resignation of Norman Mbazima as Member of Social, Ethics and Governance CommitteeValterra Platinum Limited announced As part of the Board's ongoing efforts to optimise its governance structures and ensure appropriate membership of Board committees, the Board announced the following change: The Governance Committee has been combined with the Social, Ethics and Transformation Committees and renamed the Social, Ethics and Governance Committee. Norman Mbazima has stepped down from the committee.
お知らせ • Sep 10Public Investment Corporation Limited acquired an additional minority stake in Valterra Platinum Limited (JSE:VAL).Public Investment Corporation Limited acquired an additional minority stake in Valterra Platinum Limited (JSE:VAL) on September 9, 2025. After completion of acquisition, Public Investment Corporation now holds 17.208% stake. Public Investment Corporation Limited completed the acquisition of an additional minority stake in Valterra Platinum Limited (JSE:VAL) on September 9, 2025.
お知らせ • Sep 06Valterra Platinum Limited has completed a Follow-on Equity Offering in the amount of ZAR 44.109 billion.Valterra Platinum Limited has completed a Follow-on Equity Offering in the amount of ZAR 44.109 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 52,200,000 Price\Range: ZAR 845 Transaction Features: Subsequent Direct Listing
お知らせ • Jul 18+ 1 more updateValterra Platinum Limited Provides Production Guidance for 2025Valterra Platinum Limited provided production guidance for 2025. For the year, the company remain on track to deliver M&C production within guidance after factoring in the Amandelbult flooding impact, albeit at the lower end. M&C production from the own operations is expected to be ~2.0 million PGM ounces and POC between ~1.0 million to 1.2 million PGM ounces. Refined production guidance of 3.0 million to 3.4 million PGM ounces remains unchanged.
お知らせ • Jul 17Valterra Platinum Limited Announces Changes to Its Board, Effective ImmediatelyValterra Platinum Limited announced the appointment of Ms. Deborah Gudgeon and Ms. Thoko Mokgosi-Mwantembe as independent non-executive directors with immediate effect. These appointments ensure the appropriate balance of knowledge, skills, experience, and diversity on the Board for it to discharge its governance role and responsibilities objectively and effectively into the future, including in relation to the Company's secondary listing on the London Stock Exchange. Following the appointment of two additional independent non-executive directors, the Company's Board will comprise eleven independent, non-executive directors and two executive directors.
お知らせ • Jun 06+ 5 more updatesValterra Platinum Limited(LSE:VALT) dropped from S&P EUROPE 350Valterra Platinum Limited(LSE:VALT) dropped from S&P EUROPE 350
お知らせ • Mar 21Anglo American Platinum Limited, Annual General Meeting, May 08, 2025Anglo American Platinum Limited, Annual General Meeting, May 08, 2025. Location: will be held both in person, South Africa
お知らせ • Mar 18Anglo American Platinum Limited Announces Board and committee Resignations, Effective March 19, 2025Anglo American Platinum Limited advised that Nolitha Fakude,Themba Mkhwanazi and Matt Daley have stepped down as non-executive directors of the Company, and consequently from the board committees they serve on, with effect from 19 March 2025. Their decision to step down is a further and necessary step in preparation for the Company's demerger from Anglo American plc, aimed at promoting greater independence within the board and ensuring that the Company can navigate this transitional phase with a more autonomous governance structure.
お知らせ • Feb 26Anglo American Platinum Limited Provides Update on Tumela Mine At the Amandelbult Complex and Surrounding AreasAnglo American Platinum Limited announced that Heavy rains in the northern part of South Africa over the past week have caused widespread flooding in the region, including at Anglo American Platinum's Amandelbult Complex. The significant rainfall and the overflow of the nearby river systems, compounded by the collapse of the Bierspruit dam near Swartklip on Thursday 20 February caused water ingress at Tumela mine, which overwhelmed pumping capacity, flooding certain of the underground workings and the main pump station. While surface flooding in and around the Amandelbult Complex temporarily affected access to the operation, the main Dishaba mine, the concentrator and other infrastructure are largely unaffected. The successful implementation of the emergency preparedness plans, including the temporary suspension of all operations at the Amandelbult Complex on Thursday 20 February, ensured the safe evacuation of all employees and contractors. Operations at the Amandelbult Complex, except for the Tumela mine, restarted on 24 February. A detailed impact assessment and recovery plan to ensure safe production at Tumela mine is under way. Preliminary indications are that the 2025 metal-in- concentrate (M&C) production guidance of 3.0 million to 3.4 million PGM ounces is not expected to be impacted. Tumela mine contributes approximately 10% to the total monthly M&C production. The safety of all employees and surrounding host communities are of the highest priority and are, together with the authorities, ensuring that support is provided to those most affected by the floods.
お知らせ • Feb 17+ 2 more updatesAnglo American Platinum Limited Announces Additional Final Dividend for the Year Ended 31 December 2024, Payable on 29 April 2025Anglo American Platinum Limited announced that A final dividend of ZAR 16.5 billion for the year ended 31 December 2024 was declared by the board on 13 February 2025, equating to ZAR 62 per ordinary share. The final dividend consists of a base dividend of ZAR 0.8 billion (ZAR 3 per ordinary share) which equates to 40% of Second half headline earnings, as well as an additional dividend of ZAR 15.7 billion (ZAR 59 per ordinary share) for payment on 29 April 2025 to shareholders recorded in the register at the close of business on 25 April 2025. Trading ex-dividend commences on 23 April 2025.
お知らせ • Feb 08Anglo American Platinum Limited Provides Earnings Guidance for the Twelve Months Ended 31 December 2024Anglo American Platinum Limited provided earnings guidance for the twelve months ended 31 December 2024. The basic earnings and earnings per share (EPS) for the period have decreased by between 42% and 52% compared to the prior period. Basic earnings are likely to be between ZAR 6.3 billion and ZAR 7.6 billion (ZAR 13 billion in 2023) and EPS is expected to be between 2,395 cents per share and 2,889 cents per share (4,952 cents per share in 2023). The decrease in earnings compared to 2023 is primarily due to a 13% decline in realized ZAR PGM prices. Most notably, palladium and rhodium realized US dollar prices decreased 24% and 30% respectively.
お知らせ • Feb 06Anglo American Platinum Limited Provides Production Guidance for 2025 and Estimates for 2026 and 2027Anglo American Platinum Limited provided production guidance for 2025 and estimates for 2026 and 2027. For the year 2025, the company expects Platinum Group Metals - M&C production of 3.0 Moz to 3.4 Moz and Platinum Group Metals - Refined of 3.0 Moz to 3.4 Moz. For the year 2026, the company estimates Platinum Group Metals - M&C production of 3.0 Moz to 3.4 Moz and Platinum Group Metals - Refined of 3.0 Moz to 3.4 Moz. For the year 2027, the company estimates Platinum Group Metals - M&C production of 3.0 Moz to 3.5 Moz and Platinum Group Metals - Refined of 3.0 Moz to 3.5 Moz.
お知らせ • Jan 19+ 3 more updatesAnglo American Platinum Limited to Report Q2, 2025 Results on Jul 24, 2025Anglo American Platinum Limited announced that they will report Q2, 2025 results on Jul 24, 2025
お知らせ • Jan 17Infinium Holdings, Inc. acquired Greyrock Energy Inc.Infinium Holdings, Inc. acquired Greyrock Energy Inc. on January 16, 2025. Infinium Holdings, Inc. completed the acquisition of Greyrock Energy Inc. on January 16, 2025.
お知らせ • Jan 16Anglo American Platinum Limited to Report First Half, 2025 Results on Jul 28, 2025Anglo American Platinum Limited announced that they will report first half, 2025 results on Jul 28, 2025
Board Change • Dec 30High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. CFO, Controller & Executive Director Sayurie Naidoo was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 06Anglo American Platinum Limited Appoints Fiona Edmundson as Acting Company Secretary with Effect from 1 January 2025Anglo American Platinum Limited announced that Ms Fiona Edmundson has been appointed acting company secretary with effect from 1 January 2025. Ms Edmundson is an admitted attorney and practised in South Africa and the United Kingdom, focusing on corporate law and mergers and acquisitions. She currently heads up the legal team of Anglo American South Africa.
お知らせ • Nov 28Anglo American Platinum Limited has filed a Follow-on Equity Offering.Anglo American Platinum Limited has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 16,000,000 Transaction Features: Subsequent Direct Listing
お知らせ • Nov 27Anglo American Platinum Limited has completed a Follow-on Equity Offering in the amount of ZAR 9.59 billion.Anglo American Platinum Limited has completed a Follow-on Equity Offering in the amount of ZAR 9.59 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 17,500,000 Price\Range: ZAR 548 Transaction Features: Subsequent Direct Listing
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €38.90, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total loss to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €58.83 per share.
お知らせ • Oct 24Anglo American Platinum Limited Revises Production Guidance for the Year 2024Anglo American Platinum Limited revised production guidance for the year 2024. For the year, the company production guidance for 2024 for M&C is unchanged at 3.3-3.7 million PGM ounces. However, refined production guidance is revised up to 3.7-3.9 million ounces (previously 3.3-3.7 million ounces), assuming no Eskom load-curtailment. This is on the back of strong and stable performance from the processing assets, which enabled to release built-up work-in-progress inventory.
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €34.60, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total loss to shareholders of 41% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €64.81 per share.
お知らせ • Sep 12+ 1 more updateAnglo American Platinum Limited has filed a Follow-on Equity Offering.Anglo American Platinum Limited has filed a Follow-on Equity Offering. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 13,000,000 Transaction Features: Subsequent Direct Listing
お知らせ • Sep 05Anglo American Platinum Limited Announces Resignation of Elizna Viljoen as Company Secretary , Effective December 31, 2024Anglo American Platinum announced that Elizna Viljoen has resigned as Company Secretary, effective 31 December 2024, to pursue a career opportunity outside the group. The Board extends its gratitude to Elizna for her 11 years of dedicated service and valuable contributions to the group, as well as her support of the Board and Platinum Management Committee. The Board will commence a succession process and will appoint a Company Secretary in due course.
Upcoming Dividend • Aug 14Upcoming dividend of R9.75 per shareEligible shareholders must have bought the stock before 21 August 2024. Payment date: 26 August 2024. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.3%).
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €35.50, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total loss to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €53.51 per share.
Declared Dividend • Jul 24First half dividend of R9.75 announcedShareholders will receive a dividend of R9.75. Ex-date: 21st August 2024 Payment date: 26th August 2024 Dividend yield will be 33%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is covered by earnings (43% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 32% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 84% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 23First half 2024 earnings released: EPS: R24.03 (vs R29.39 in 1H 2023)First half 2024 results: EPS: R24.03 (down from R29.39 in 1H 2023). Revenue: R52.2b (down 19% from 1H 2023). Net income: R6.32b (down 18% from 1H 2023). Profit margin: 12% (in line with 1H 2023). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 18Anglo American Platinum Limited Provides Production Guidance for the Year 2024Anglo American Platinum Limited provided production guidance for the year 2024. Metal-in-concentrate PGM production and refined production guidance remains at 3.3-3.7 million ounces.
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €32.60, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total loss to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €49.17 per share.
Valuation Update With 7 Day Price Move • May 31Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €30.40, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Metals and Mining industry in Europe. Total loss to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €57.11 per share.
お知らせ • May 10Anglo American Platinum Limited Announces Director RetirementsAnglo American Platinum Limited announced Mr. J Vice and Ms N Moholi, who have both served as directors for more than 10 years, retired from the board at May 9, 2024 AGM.
お知らせ • Apr 27+ 1 more updateAnglo American Platinum Limited Announces Appointment of Sayurie Naidoo as Executive Director, Effective from May 1, 2024Anglo American Platinum Limited announced the appointment of Sayurie Naidoo as Executive Director, Effective from May 1, 2024. Sayurie has been with Anglo American for over 15 years. With a robust background in finance, she has held pivotal roles such as financial controller at Anglo American Platinum and principal accountant: corporate development at Kumba Iron Ore, among others.
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €33.40, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total loss to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €56.24 per share.
お知らせ • Apr 23Anglo American Platinum Limited Reaffirms Production Guidance for 2024Anglo American Platinum Limited reaffirmed production Guidance for 2024. For the period, production guidance for 2024 for metal in concentrate (M&C) and refined production is unchanged and is expected to be between 3.3 million PGM ounces -3.7 million PGM ounces, subject to the impact of Eskom load-curtailment.
Upcoming Dividend • Mar 19Upcoming dividend of R9.30 per shareEligible shareholders must have bought the stock before 26 March 2024. Payment date: 02 April 2024. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.3%).
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €37.80, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €41.14 per share.
お知らせ • Mar 12Anglo American Platinum Limited, Annual General Meeting, May 09, 2024Anglo American Platinum Limited, Annual General Meeting, May 09, 2024, at 10:00 South Africa Standard Time. Location: Anglo American Platinum offices, Imbizo auditorium144 Oxford Road, Rosebank 144 Oxford Road, Rosebank Johannesburg South Africa
Reported Earnings • Feb 20Full year 2023 earnings released: EPS: R49.53 (vs R187 in FY 2022)Full year 2023 results: EPS: R49.53 (down from R187 in FY 2022). Revenue: R124.6b (down 24% from FY 2022). Net income: R13.0b (down 74% from FY 2022). Profit margin: 11% (down from 30% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 30% per year.
お知らせ • Feb 19+ 1 more updateAnglo American Platinum Limited Appoints Suresh Kana as Lead Independent Director with Effect from 1 March 2024Anglo American Platinum Limited inform shareholders that Suresh Kana has been appointed as Lead Independent Director with effect from 1 March 2024.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €33.70, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total loss to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.62 per share.
お知らせ • Feb 08Anglo American Platinum Limited Provides Production Guidance for 2024Anglo American Platinum Limited provided production Guidance for 2024. For the period, production guidance for 2024 for metal in concentrate (M&C) (1) and refined production (1) is expected to be between 3.3-3.7 million PGM ounces.
お知らせ • Jan 22Anglo American Platinum Limited Announces Resignation of Thabi Leoka from Her Position as A Non-Executive Director of the CompanyAnglo American Platinum Limited announced that in compliance with paragraph 3.59 of the JSE Limited Listings Requirements shareholders are advised that, on her request, Thabi Leoka has resigned from her position as a non-executive director of the Company and consequently the board committees she serves on, with immediate effect, in order to attend to her health and the questions she has been facing in relation to her academic qualifications.
New Risk • Dec 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 11% 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 Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings are forecast to decline by an average of 11% per year for the foreseeable future. High level of non-cash earnings (38% accrual ratio). Minor Risks Dividend is not well covered by cash flows (95% cash payout ratio). Dividend is not well covered by cash flows (95% cash payout ratio). Profit margins are more than 30% lower than last year (21% net profit margin).
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €43.40, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €41.06 per share.
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €39.60, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total loss to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €42.77 per share.
Valuation Update With 7 Day Price Move • Oct 25Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €30.40, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total loss to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €41.96 per share.
お知らせ • Oct 25Anglo American Platinum Limited Provides Production Guidance for 2023Anglo American Platinum Limited provided production Guidance for 2023. For the period, refined production guidance for 2023 is unchanged at 3.6 million ounces to 4.0 million ounces.
Buying Opportunity • Oct 19Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be €44.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 9.3%. For the next 3 years, revenue is forecast to grow by 1.2% per annum. Earnings is also forecast to grow by 1.4% per annum over the same time period.
お知らせ • Oct 13Anglo American Platinum Limited Announces Appointment of Stephen Phiri as A Non-Executive DirectorThe board of Anglo American Platinum Limited announced the appointment of Stephen Phiri as a non-executive director of the Company with effect from 10 October 2023. Stephen's appointment supports the orderly succession and rotation of long serving directors in terms of skills retention and handover of key positions.
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €30.40, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total loss to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €41.58 per share.
Buying Opportunity • Oct 02Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €43.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 9.3%. For the next 3 years, revenue is forecast to grow by 1.0% per annum. Earnings is also forecast to grow by 0.7% per annum over the same time period.
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €33.80, 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 loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.47 per share.
お知らせ • Sep 07Anglo American Platinum Limited Appoints Ms. Sayurie Naidoo as Acting Chief Financial OfficerAnglo American Platinum Limited announced the appointment of Ms. Sayurie Naidoo as acting Chief Financial Officer, with effect from 1 September 2023. Sayurie has been with Anglo American Group for over 15 years and is a registered CA(SA). She has held various financial roleswithin Anglo American and is currently the Financial Controller responsible for financial reporting, performance reporting,corporate cost control activities, governance, and controls as well as finance systems. Sayurie holds directorships andtrusteeships at various subsidiary companies and trusts.
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €32.60, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €47.05 per share.
Upcoming Dividend • Aug 16Upcoming dividend of R12.00 per share at 17% yieldEligible shareholders must have bought the stock before 23 August 2023. Payment date: 28 August 2023. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 17%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (8.7%).
お知らせ • Aug 16+ 3 more updatesAnglo American Platinum Limited to Report Q3, 2024 Results on Oct 24, 2024Anglo American Platinum Limited announced that they will report Q3, 2024 results on Oct 24, 2024
Buying Opportunity • Aug 14Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 35%. The fair value is estimated to be €46.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 9.3%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings is also forecast to grow by 0.3% per annum over the same time period.
Reported Earnings • Jul 28First half 2023 earnings released: EPS: R29.39 (vs R101 in 1H 2022)First half 2023 results: EPS: R29.39 (down from R101 in 1H 2022). Revenue: R64.7b (down 24% from 1H 2022). Net income: R7.74b (down 71% from 1H 2022). Profit margin: 12% (down from 31% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Jul 28Anglo American Platinum Limited Announces CEO ChangesThe Board of Anglo American Platinum Limited announces the appointment of Craig Miller as CEO, with effect from 1 October 2023, following Natascha Viljoen's decision in February to take up the COO role at Newmont Corporation. Craig is currently the finance director of Anglo American Platinum, a role he has held since 2019. With over 23 years of mining industry experience, he is a seasoned senior executive who has worked in South Africa, Brazil, and the UK, with expertise spanning Anglo American's PGMs, base metals and bulk commodities businesses. The recruitment process for Craig's successor is under way. Prior to joining Anglo American Platinum in 2019, Craig held numerous roles across Anglo American, including Group financial controller, chief financial officer of the iron ore business in Brazil and coal business in South Africa, and head of the Group CEO's office. Craig began his career as a trainee accountant at Deloitte in Johannesburg and joined Anglo American in London as a finance manager in May 2000.
New Risk • Jul 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 21% Last year net profit margin: 31% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. High level of non-cash earnings (38% accrual ratio). Minor Risks Dividend is not well covered by cash flows (455% cash payout ratio). Share price has been volatile over the past 3 months (7.4% average weekly change). Profit margins are more than 30% lower than last year (21% net profit margin).
お知らせ • Jul 25Anglo American Platinum Announces Dividend, Payable on 28 August 2023Anglo American Platinum Limited approved the declaration of a gross final dividend of R3.2 billion (R12 per share (1 200 cents per share)) on the ordinary shares from profits accrued during the six-month period ended 30 June 2023. The dividend pay-out is equal to 40% of headline earnings in line with the Company's dividend policy. Trading ex-dividend commences at 23 August 2023. Record date is 25 August 2023. Dividend payment date is 28 August 2023.
お知らせ • Jul 22Anglo American Platinum Limited Provides Production Guidance for 2023Anglo American Platinum Limited Provided Production Guidance for 2023. For the period, the company said guidance remains unchanged. Metal-in-concentrate PGM production is 3.6 - 4.0 million ounces. Refined production is 3.6 million -4.0 million ounces. Unit cost per PGM ounce produced is anticipated to be at the upper end of the range considering exchange rate volatility, load-curtailment and continued inflationary pressure.
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €45.70, 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 loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €42.60 per share.
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €44.00, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total loss to shareholders of 8.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €42.89 per share.
お知らせ • Jun 03Anglo American Platinum Announces Board ChangesThe Board of Anglo American Platinum Limited announced the appointment of Themba Mkhwanazi and Matt Daley as non-executive directors of the Company with effect from 1 June 2023. Themba Mkhwanazi's appointment to the board follows the Anglo American plc SENS announcement released on 31 May 2023 in which his new role as Regional Director, Africa & Australia was announced. Themba has over 18 years' experience in the resources industry, including South Africa, as well as in the US and Australia. The appointment of Matt Daley strengthens the technical skill set on the board. Matt is a mining engineer with more than two decades of underground, open cut, smelting, refining, project, and commodity trading experience. As Group Director - Technical for Anglo American plc, Matt leads the safety, discovery & geosciences, mining, processing, business improvement, asset strategy and reliability, information management and supply chain disciplines. Anik Michaud and Duncan Wanblad have stepped down as non-executive directors with effect from 1 June 2023.
Buying Opportunity • Apr 21Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be €68.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 36%. For the next 3 years, revenue is forecast to decline by 5.2% per annum. Earnings is also forecast to decline by 17% per annum over the same time period.
Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €57.60, 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 85% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €69.70 per share.
Upcoming Dividend • Mar 22Upcoming dividend of R34.00 per share at 11% yieldEligible shareholders must have bought the stock before 29 March 2023. Payment date: 03 April 2023. Payout ratio is a comfortable 40% and the cash payout ratio is 84%. Trailing yield: 11%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (8.6%).
お知らせ • Feb 15Anglo American Platinum Limited Announces Natascha Viljoen, CEO, Decides to Take Up Next Career Opportunity OutsideAnglo American announced that Natascha Viljoen, CEO of its 79% owned subsidiary Anglo American Platinum Limited, has decided to take up her next career opportunity outside the Anglo American group. Natascha has been CEO of Anglo American's PGMs business since April 2020 and will join Newmont Corporation as its Chief Operating Officer upon completion of her notice period of up to 12 months. Natascha will continue to serve as CEO of Anglo American Platinum and as a member of Anglo American's Group Management Committee until that time.
お知らせ • Feb 03Anglo American Platinum Limited Provides Production Guidance for the Year 2023Anglo American Platinum Limited provided production guidance for the year 2023. Metal-in-concentrate (M&C) PGM guidance for 2023 is 3.6 - 4.0 million PGM ounces. Refined PGM production guidance is 3.6 - 4.0 million PGM ounces, subject to the impact of Eskom load-shedding.
お知らせ • Jan 14Anglo American Platinum Limited, Annual General Meeting, May 11, 2023Anglo American Platinum Limited, Annual General Meeting, May 11, 2023.
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €72.40, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 6x in the Metals and Mining industry in Europe. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €72.23 per share.