View ValuationValterra Platinum 향후 성장Future 기준 점검 5/6Valterra Platinum (는) 각각 연간 20.2% 및 7.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 20.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 27.9% 로 예상됩니다.핵심 정보20.2%이익 성장률20.34%EPS 성장률Metals and Mining 이익 성장16.9%매출 성장률7.7%향후 자기자본이익률27.87%애널리스트 커버리지Good마지막 업데이트18 May 2026최근 향후 성장 업데이트공시 • 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.공시 • 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).공시 • 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.공시 • 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.모든 업데이트 보기Recent updates공시 • 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.공시 • 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.공시 • 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.공시 • 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).공시 • 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, 2026공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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).공시 • 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.이익 및 매출 성장 예측LSE:VALT - 애널리스트 향후 추정치 및 과거 재무 데이터 (ZAR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028151,57137,16135,42353,039712/31/2027156,15640,57736,68448,071912/31/2026156,79041,23734,16446,283912/31/2025116,33015,42011,53428,853N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: VALT 의 연간 예상 수익 증가율(20.2%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: VALT 의 연간 수익(20.2%)이 UK 시장(11.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: VALT 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: VALT 의 수익(연간 7.7%)이 UK 시장(연간 4.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: VALT 의 수익(연간 7.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: VALT의 자본 수익률은 3년 후 27.9%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 20:05종가2026/05/22 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Valterra Platinum Limited는 26명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Gerhard EngelbrechtAbsa Bank LimitedRichard HartArqaam Capital Research Offshore S.A.L.Sebastian BellAvior Capital Markets23명의 분석가 더 보기
공시 • 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.
공시 • 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).
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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).
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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).
공시 • 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.