Valterra Platinum 경영진
경영진 기준 점검 2/4
Valterra Platinum CEO는 Craig Miller, Oct2023 에 임명되었습니다 의 임기는 2.67 년입니다. 총 연간 보상은 ZAR46.33M, 28.4% 급여 및 71.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 ZAR24.42M 가치에 해당하는 회사 주식의 0.007% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.7 년과 2.4 년입니다.
핵심 정보
Craig Miller
최고경영자
R46.3m
총 보수
| CEO 급여 비율 | 28.41% |
| CEO 재임 기간 | 2.7yrs |
| CEO 지분 보유율 | 0.007% |
| 경영진 평균 재임 기간 | 2.7yrs |
| 이사회 평균 재임 기간 | 2.4yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Dec 31 2025 | R46m | R13m | R15b |
| Sep 30 2025 | n/a | n/a | R8b |
| Jun 30 2025 | n/a | n/a | R1b |
| Mar 31 2025 | n/a | n/a | R4b |
| Dec 31 2024 | R33m | R13m | R7b |
| Sep 30 2024 | n/a | n/a | R9b |
| Jun 30 2024 | n/a | n/a | R12b |
| Mar 31 2024 | n/a | n/a | R12b |
| Dec 31 2023 | R54m | R9m | R13b |
| Sep 30 2023 | n/a | n/a | R22b |
| Jun 30 2023 | n/a | n/a | R30b |
| Mar 31 2023 | n/a | n/a | R40b |
| Dec 31 2022 | R23m | R8m | R49b |
| Sep 30 2022 | n/a | n/a | R54b |
| Jun 30 2022 | n/a | n/a | R59b |
| Mar 31 2022 | n/a | n/a | R69b |
| Dec 31 2021 | R33m | R8m | R79b |
| Sep 30 2021 | n/a | n/a | R75b |
| Jun 30 2021 | n/a | n/a | R70b |
| Mar 31 2021 | n/a | n/a | R50b |
| Dec 31 2020 | R15m | R7m | R30b |
| Sep 30 2020 | n/a | n/a | R24b |
| Jun 30 2020 | n/a | n/a | R18b |
| Mar 31 2020 | n/a | n/a | R18b |
| Dec 31 2019 | R15m | R5m | R18b |
보상 대 시장: Craig의 총 보수(USD2.86M)는 ZA 시장에서 비슷한 규모 기업의 평균(USD3.58M) 수준입니다.
보상과 수익: Craig의 보상은 지난 1년 동안 20% 이상 증가했습니다.
CEO
Craig Miller (53 yo)
2.7yrs
재임 기간
R46,334,531
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Executive Director | 2.7yrs | R46.33m | 0.0071% ZAR 24.4m | |
| CFO, Controller & Executive Director | 2.8yrs | R18.14m | 0.0028% ZAR 9.6m | |
| Executive Head of Corporate Development | no data | R14.21m | 데이터 없음 | |
| Executive Head of Marketing | 3.9yrs | R28.13m | 데이터 없음 | |
| Executive Head of People & Organization | 4.8yrs | R16.24m | 데이터 없음 | |
| Executive Head of Corporate Affairs & Sustainability | 1.2yrs | R16.44m | 데이터 없음 | |
| Executive Head of Processing Operations | 3.3yrs | R16.95m | 데이터 없음 | |
| Executive Head of Mining Operations | 1.3yrs | R43.53m | 데이터 없음 | |
| Head of Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| Head of Legal | 1.4yrs | 데이터 없음 | 데이터 없음 | |
| Head of Employee Relations | no data | 데이터 없음 | 데이터 없음 | |
| Head of Protection Services | no data | 데이터 없음 | 데이터 없음 |
2.7yrs
평균 재임 기간
52.5yo
평균 나이
경험이 풍부한 관리: VAL의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.7 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Executive Director | 7.2yrs | R46.33m | 0.0071% ZAR 24.4m | |
| CFO, Controller & Executive Director | 2.1yrs | R18.14m | 0.0028% ZAR 9.6m | |
| Independent Non-Executive Director | 1.3yrs | R1.27m | 데이터 없음 | |
| Independent Non-Executive Director | 2.7yrs | R1.37m | 데이터 없음 | |
| Independent Non-Executive Chairman | 7.7yrs | R4.00m | 데이터 없음 | |
| Independent Non-Executive Director | less than a year | R465.45k | 데이터 없음 | |
| Independent Non-Executive Director | 1.3yrs | R894.80k | 데이터 없음 | |
| Independent Non-Executive Director | less than a year | R1.06m | 데이터 없음 | |
| Independent Non-Executive Director | 5.9yrs | R1.32m | 데이터 없음 | |
| Lead Independent Director | 3.2yrs | R2.33m | 데이터 없음 | |
| Independent Non-Executive Director | 3.2yrs | R1.87m | 데이터 없음 | |
| Independent Non-Executive Director | 1.3yrs | R879.95k | 데이터 없음 |
2.4yrs
평균 재임 기간
64.5yo
평균 나이
경험이 풍부한 이사회: VAL의 이사회는 경험이 부족한 것으로 간주됩니다(평균 재임 2.4 년) — 신규 이사회일 가능성이 있습니다.
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/17 19:53 |
| 종가 | 2026/06/17 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Valterra Platinum Limited는 25명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Gerhard Engelbrecht | Absa Bank Limited |
| Richard Hart | Arqaam Capital Research Offshore S.A.L. |
| Sebastian Bell | Avior Capital Markets |