Valterra Platinum Limited

JSE:VAL 株式レポート

時価総額：R283.1b

Valterra Platinum マネジメント

マネジメント 基準チェック /24

Valterra Platinumの CEO はCraig Millerで、 Oct2023年に任命され、 の在任期間は 2.75年です。 の年間総報酬はZAR 46.33Mで、 28.4%給与と71.6%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.007%を直接所有しており、その価値はZAR 20.10M 。経営陣と取締役会の平均在任期間はそれぞれ2.8年と2.5年です。

主要情報

Craig Miller

最高経営責任者

R46.3m

報酬総額

CEO給与比率28.41%
CEO在任期間2.8yrs
CEOの所有権0.007%
経営陣の平均在職期間2.8yrs
取締役会の平均在任期間2.5yrs

経営陣の近況

Recent updates

ナラティブ更新 • Jul 02

VAL: Future Upside Will Depend On Platinum Pricing And Production Delivery

The updated analyst price target for Valterra Platinum has shifted in line with revised fair value estimates from ZAR1,470.70 to ZAR1,398.59, as analysts factor in adjusted expectations for revenue, profit margins and P/E multiples alongside mixed recent Street research on the stock. Analyst Commentary Street research on Valterra Platinum highlights a mix of optimism on sector fundamentals and more restrained views on valuation, which helps explain the recent shift in the consolidated price target closer to fair value estimates.
ナラティブ更新 • Jun 18

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

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

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

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

VAL: Dividend Windfall And Stable Margins Will Support Future Returns

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

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

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

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

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

VAL: Dividend Windfall And Higher EPS Will Support Future Returns

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

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

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

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

Analysts have left their Valterra Platinum fair value estimate unchanged at ZAR689. The latest price target update reflects a lower assumed discount rate, a higher profit margin and a reduced future P/E multiple.
ナラティブ更新 • Feb 23

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

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

VAL: Higher Earnings Guidance Will Support Stronger Future Profitability

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

VAL: Higher Output Guidance Will Later Meet Softer Earnings Multiple

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

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

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

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

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

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

Analysts have increased their price target for Valterra Platinum from £26.00 to £32.00 per share. They cite a modest improvement in revenue growth expectations and updated model assumptions as the reasons for this adjustment.
ナラティブ更新 • Nov 16

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

Narrative Update on Valterra Platinum Analysts have raised Valterra Platinum's target price from £26.00 to £32.00. Improved profit margin forecasts and higher anticipated revenue growth were cited as key drivers behind the upgrade.
ナラティブ更新 • Nov 02

VAL: Price Rally Will Face Risks From Ongoing Competitive Pressures

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

Clean Energy Trends Will Expand PGM Catalyst Potential

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

Clean Energy Trends Will Expand PGM Catalyst Potential

Valterra Platinum's analyst price target has risen from £832.91 to £875.64. This reflects analysts' expectations for improved profit margins, despite slightly softer revenue growth forecasts.
ナラティブ更新 • Sep 19

Clean Energy Trends Will Expand PGM Catalyst Potential

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

Clean Energy Trends Will Expand PGM Catalyst Potential

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

Der Brochen And Mogalakwena Developments Will Improve Future PGM Efficiency

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

CEO報酬分析

Valterra Platinum の収益と比較して、Craig Miller の報酬はどのように変化したか？
日付総報酬給与会社業績
Dec 31 2025R46mR13m

R15b

Sep 30 2025n/an/a

R8b

Jun 30 2025n/an/a

R1b

Mar 31 2025n/an/a

R4b

Dec 31 2024R33mR13m

R7b

Sep 30 2024n/an/a

R9b

Jun 30 2024n/an/a

R12b

Mar 31 2024n/an/a

R12b

Dec 31 2023R54mR9m

R13b

Sep 30 2023n/an/a

R22b

Jun 30 2023n/an/a

R30b

Mar 31 2023n/an/a

R40b

Dec 31 2022R23mR8m

R49b

Sep 30 2022n/an/a

R54b

Jun 30 2022n/an/a

R59b

Mar 31 2022n/an/a

R69b

Dec 31 2021R33mR8m

R79b

Sep 30 2021n/an/a

R75b

Jun 30 2021n/an/a

R70b

Mar 31 2021n/an/a

R50b

Dec 31 2020R15mR7m

R30b

Sep 30 2020n/an/a

R24b

Jun 30 2020n/an/a

R18b

Mar 31 2020n/an/a

R18b

Dec 31 2019R15mR5m

R18b

報酬と市場: Craigの 総報酬 ($USD 2.83M ) は、 ZA市場 ($USD 3.49M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Craigの報酬は過去 1 年間で 20% 以上増加しました。

CEO

Craig Miller (53 yo)

2.8yrs
在職期間
R46,334,531
報酬

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

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Craig Miller
CEO & Executive Director2.8yrsR46.33m0.0071%
ZAR 20.1m
Sayurie Naidoo
CFO, Controller & Executive Director2.8yrsR18.14m0.0028%
ZAR 7.9m
Martin Poggiolini
Executive Head of Corporate Developmentno dataR14.21mデータなし
Hilton Ingram
Executive Head of Marketing4yrsR28.13mデータなし
Virginia Tyobeka
Executive Head of People & Organization4.9yrsR16.24mデータなし
Yvonne Mfolo
Executive Head of Corporate Affairs & Sustainability1.3yrsR16.44mデータなし
Agit Singh
Executive Head of Processing Operations3.3yrsR16.95mデータなし
Willie Theron
Executive Head of Mining Operations1.4yrsR43.53mデータなし
Leroy Mnguni
Head of Investor Relationsno dataデータなしデータなし
Fiona Edmundson
Head of Legal1.5yrsデータなしデータなし
Henry Zondi
Head of Employee Relationsno dataデータなしデータなし
Ndaba Ndlovu
Head of Protection Servicesno dataデータなしデータなし
2.8yrs
平均在職期間
52.5yo
平均年齢

経験豊富な経営陣: VALの経営陣は 経験豊富 であると考えられます ( 2.8年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Craig Miller
CEO & Executive Director7.3yrsR46.33m0.0071%
ZAR 20.1m
Sayurie Naidoo
CFO, Controller & Executive Director2.2yrsR18.14m0.0028%
ZAR 7.9m
Dorian Theodore Emmett
Independent Non-Executive Director1.4yrsR1.27mデータなし
Ditshebo Phiri
Independent Non-Executive Director2.8yrsR1.37mデータなし
Norman Mbazima
Independent Non-Executive Chairman7.8yrsR4.00mデータなし
Thoko Mokgosi-Mwantembe
Independent Non-Executive Director1yrR465.45kデータなし
Hendrik Johannes Faul
Independent Non-Executive Director1.4yrsR894.80kデータなし
Deborah Gudgeon
Independent Non-Executive Director1yrR1.06mデータなし
Roger Dixon
Independent Non-Executive Director6yrsR1.32mデータなし
Suresh Kana
Lead Independent Director3.3yrsR2.33mデータなし
Thevendrie Brewer
Independent Non-Executive Director3.3yrsR1.87mデータなし
Fagmeedah Peterson-Cook
Independent Non-Executive Director1.4yrsR879.95kデータなし
2.5yrs
平均在職期間
64.5yo
平均年齢

経験豊富なボード: VALの 取締役会 は 経験豊富 ではない ( 2.5年の平均在任期間) ため、新しい取締役会が必要であると考えられます。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/17 09:33
終値2026/07/16 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

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 Limited
Richard HartArqaam Capital Research Offshore S.A.L.
Sebastian BellAvior Capital Markets