View ValuationValterra Platinum 将来の成長Future 基準チェック /56Valterra Platinum利益と収益がそれぞれ年間20.2%と7.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に27.9% 20.3%なると予測されています。主要情報20.2%収益成長率20.34%EPS成長率Metals and Mining 収益成長16.9%収益成長率7.7%将来の株主資本利益率27.87%アナリストカバレッジGood最終更新日18 May 2026今後の成長に関する最新情報お知らせ • 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 • 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 • 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 • 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.すべての更新を表示Recent updates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.Valuation Update With 7 Day Price Move • Apr 24Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to UK£62.25, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 6x in the Metals and Mining industry in the United Kingdom. Simply Wall St's valuation model estimates the intrinsic value at UK£55.88 per share.Buy Or Sell Opportunity • Apr 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to UK£69.80. The fair value is estimated to be UK£57.87, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Earnings per share has declined by 69%. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.お知らせ • Mar 28Valterra Platinum Limited, Annual General Meeting, May 08, 2026Valterra Platinum Limited, Annual General Meeting, May 08, 2026.Upcoming Dividend • Mar 19Upcoming dividend of UK£1.99 per shareEligible shareholders must have bought the stock before 26 March 2026. Payment date: 15 April 2026. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (3.0%).Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 22%After last week's 22% share price gain to UK£86.20, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 8x in the Metals and Mining industry in the United Kingdom. Simply Wall St's valuation model estimates the intrinsic value at UK£35.96 per share.Reported Earnings • Feb 26Full year 2025 earnings released: EPS: R58.72 (vs R26.83 in FY 2024)Full year 2025 results: EPS: R58.72 (up from R26.83 in FY 2024). Revenue: R116.3b (up 6.7% from FY 2024). Net income: R15.4b (up 118% from FY 2024). Profit margin: 13% (up from 6.5% in FY 2024). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Metals and Mining industry in the United Kingdom.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.Buy Or Sell Opportunity • Jan 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 70% to UK£77.80. The fair value is estimated to be UK£64.43, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 22% over the last 3 years. Earnings per share has declined by 82%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 1,984% in the next 2 years.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 ListingUpcoming Dividend • Aug 14Upcoming dividend of UK£0.084 per shareEligible shareholders must have bought the stock before 21 August 2025. Payment date: 08 September 2025. Payout ratio is on the higher end at 99%, and the cash payout ratio is above 100%. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (5.4%). Lower than average of industry peers (4.0%).Declared Dividend • Jul 31First half dividend of UK£0.084 announcedShareholders will receive a dividend of UK£0.084. Ex-date: 21st August 2025 Payment date: 8th September 2025 Dividend yield will be 7.6%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio) nor is it covered by cash flows (dividend approximately 5x free cash flows). The dividend has increased by an average of 20% per year over the past 7 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 10% to bring the payout ratio under control. EPS is expected to grow by 182% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Jul 29First half 2025 earnings released: EPS: R2.23 (vs R24.03 in 1H 2024)First half 2025 results: EPS: R2.23 (down from R24.03 in 1H 2024). Revenue: R42.3b (down 19% from 1H 2024). Net income: R585.0m (down 91% from 1H 2024). Profit margin: 1.4% (down from 12% in 1H 2024). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Metals and Mining industry in the United Kingdom.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.New Risk • Jul 04New major risk - Revenue and earnings growthEarnings have declined by 13% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Shares are highly illiquid. Earnings have declined by 13% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.5% net profit margin).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 350Board Change • Jun 03High number of new directorsThere are 8 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Dorian Emmett 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.業績と収益の成長予測LSE:VALT - アナリストの将来予測と過去の財務データ ( )ZAR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028151,57137,16135,42353,039712/31/2027156,15640,57736,68448,071912/31/2026156,79041,23734,16446,283912/31/2025116,33015,42011,53428,853N/A9/30/2025107,7218,3726,04723,876N/A6/30/202599,1111,32356018,899N/A3/31/2025104,0494,1914,21022,866N/A12/31/2024108,9877,0597,86026,832N/A9/30/2024110,5539,3402,19622,270N/A6/30/2024112,11911,620-3,46917,707N/A3/31/2024118,35112,330-3,90317,131N/A12/31/2023124,58313,040-4,33816,554N/A9/30/2023133,88521,6401,15721,138N/A6/30/2023143,18730,2396,65225,721N/A3/31/2023153,63939,69617,55735,540N/A12/31/2022164,09049,15328,46245,358N/A9/30/2022178,35354,20841,44557,172N/A6/30/2022192,61659,26254,42768,986N/A3/31/2022203,59269,12068,64182,736N/A12/31/2021214,56878,97882,85596,486N/A9/30/2021193,85474,50373,58386,035N/A6/30/2021173,13970,02764,31175,584N/A3/31/2021140,45550,18539,02049,392N/A12/31/2020107,77130,34213,72923,200N/A9/30/2020103,30024,10614,61523,742N/A6/30/202098,82817,87015,50024,284N/A3/31/202099,19018,18417,66926,361N/A12/31/201999,55118,49719,83828,438N/A9/30/201991,76515,267N/A23,081N/A6/30/201983,97812,037N/A17,724N/A3/31/201979,2809,470N/A16,652N/A12/31/201874,5826,903N/A15,580N/A9/30/201873,2196,107N/A14,814N/A6/30/201871,8565,310N/A14,048N/A3/31/201868,7633,627N/A13,585N/A12/31/201765,6701,944N/A13,121N/A9/30/201762,140-75N/A12,398N/A6/30/201758,610-2,095N/A11,674N/A3/31/201760,285-731N/A11,537N/A12/31/201661,960632N/A11,400N/A9/30/201661,288-6,315N/A10,282N/A6/30/201660,616-13,262N/A9,164N/A3/31/201660,216-12,810N/A8,714N/A12/31/201559,815-12,358N/A8,264N/A9/30/201558,718-4,743N/A7,406N/A6/30/201557,6212,639N/A6,547N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: VALTの予測収益成長率 (年間20.2% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: VALTの収益 ( 20.2% ) はUK市場 ( 11.5% ) よりも速いペースで成長すると予測されています。高成長収益: VALTの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: VALTの収益 ( 7.7% ) UK市場 ( 4.5% ) よりも速いペースで成長すると予測されています。高い収益成長: VALTの収益 ( 7.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: VALTの 自己資本利益率 は、3年後には高くなると予測されています ( 27.9 %)成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance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2026/05/24 00:16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 • 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 • 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 • 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 • 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 • 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.
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to UK£62.25, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 6x in the Metals and Mining industry in the United Kingdom. Simply Wall St's valuation model estimates the intrinsic value at UK£55.88 per share.
Buy Or Sell Opportunity • Apr 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to UK£69.80. The fair value is estimated to be UK£57.87, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Earnings per share has declined by 69%. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
お知らせ • Mar 28Valterra Platinum Limited, Annual General Meeting, May 08, 2026Valterra Platinum Limited, Annual General Meeting, May 08, 2026.
Upcoming Dividend • Mar 19Upcoming dividend of UK£1.99 per shareEligible shareholders must have bought the stock before 26 March 2026. Payment date: 15 April 2026. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (3.0%).
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 22%After last week's 22% share price gain to UK£86.20, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 8x in the Metals and Mining industry in the United Kingdom. Simply Wall St's valuation model estimates the intrinsic value at UK£35.96 per share.
Reported Earnings • Feb 26Full year 2025 earnings released: EPS: R58.72 (vs R26.83 in FY 2024)Full year 2025 results: EPS: R58.72 (up from R26.83 in FY 2024). Revenue: R116.3b (up 6.7% from FY 2024). Net income: R15.4b (up 118% from FY 2024). Profit margin: 13% (up from 6.5% in FY 2024). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Metals and Mining industry in the United Kingdom.
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.
Buy Or Sell Opportunity • Jan 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 70% to UK£77.80. The fair value is estimated to be UK£64.43, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 22% over the last 3 years. Earnings per share has declined by 82%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 1,984% in the next 2 years.
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
Upcoming Dividend • Aug 14Upcoming dividend of UK£0.084 per shareEligible shareholders must have bought the stock before 21 August 2025. Payment date: 08 September 2025. Payout ratio is on the higher end at 99%, and the cash payout ratio is above 100%. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (5.4%). Lower than average of industry peers (4.0%).
Declared Dividend • Jul 31First half dividend of UK£0.084 announcedShareholders will receive a dividend of UK£0.084. Ex-date: 21st August 2025 Payment date: 8th September 2025 Dividend yield will be 7.6%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio) nor is it covered by cash flows (dividend approximately 5x free cash flows). The dividend has increased by an average of 20% per year over the past 7 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 10% to bring the payout ratio under control. EPS is expected to grow by 182% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Jul 29First half 2025 earnings released: EPS: R2.23 (vs R24.03 in 1H 2024)First half 2025 results: EPS: R2.23 (down from R24.03 in 1H 2024). Revenue: R42.3b (down 19% from 1H 2024). Net income: R585.0m (down 91% from 1H 2024). Profit margin: 1.4% (down from 12% in 1H 2024). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Metals and Mining industry in the United Kingdom.
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.
New Risk • Jul 04New major risk - Revenue and earnings growthEarnings have declined by 13% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Shares are highly illiquid. Earnings have declined by 13% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.5% net profit margin).
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
Board Change • Jun 03High number of new directorsThere are 8 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Dorian Emmett 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.