Valterra Platinum Beheer
Beheer criteriumcontroles 2/4
De CEO Valterra Platinum is Craig Miller, benoemd in Oct2023, heeft een ambtstermijn van 2.75 jaar. De totale jaarlijkse vergoeding van { bedraagt ZAR 46.33M, bestaande uit 28.4% salaris en 71.6% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.007% van de aandelen van het bedrijf, ter waarde ZAR 20.85M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.8 jaar en 2.5 jaar.
Belangrijke informatie
Craig Miller
Algemeen directeur
R46.3m
Totale compensatie
| Percentage CEO-salaris | 28.41% |
| Dienstverband CEO | 2.8yrs |
| Eigendom CEO | 0.007% |
| Management gemiddelde ambtstermijn | 2.8yrs |
| Gemiddelde ambtstermijn bestuur | 2.5yrs |
Recente managementupdates
Recent updates
Narratiefupdate • Jul 16
VAL: Future Upside Will Hinge On Platinum Pricing And 2026 Production Delivery
Analysts have nudged their price targets on Valterra Platinum higher to reflect updated assumptions on slightly lower revenue growth and a modestly reduced forward P/E multiple, while still pointing to supportive industry research, including recent upgrades and higher platinum price expectations. Implied valuation shifts are now centered around ZAR1,337.55 from ZAR1,398.59.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Nieuw narratief • 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.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| 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 |
Compensatie versus markt: De totale vergoeding ($USD 2.77M ) Craig } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de ZA markt ($USD 3.40M ).
Compensatie versus inkomsten: De vergoeding van Craig is het afgelopen jaar met meer dan 20% gestegen.
CEO
Craig Miller (53 yo)
2.8yrs
Tenure
R46,334,531
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Executive Director | 2.8yrs | R46.33m | 0.0071% ZAR 20.8m | |
| CFO, Controller & Executive Director | 2.8yrs | R18.14m | 0.0028% ZAR 8.2m | |
| Executive Head of Corporate Development | no data | R14.21m | geen gegevens | |
| Executive Head of Marketing | 4yrs | R28.13m | geen gegevens | |
| Executive Head of People & Organization | 4.9yrs | R16.24m | geen gegevens | |
| Executive Head of Corporate Affairs & Sustainability | 1.3yrs | R16.44m | geen gegevens | |
| Executive Head of Processing Operations | 3.3yrs | R16.95m | geen gegevens | |
| Executive Head of Mining Operations | 1.4yrs | R43.53m | geen gegevens | |
| Head of Investor Relations | no data | geen gegevens | geen gegevens | |
| Head of Legal | 1.5yrs | geen gegevens | geen gegevens | |
| Head of Employee Relations | no data | geen gegevens | geen gegevens | |
| Head of Protection Services | no data | geen gegevens | geen gegevens |
2.8yrs
Gemiddelde duur
52.5yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van VAL wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.8 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Executive Director | 7.3yrs | R46.33m | 0.0071% ZAR 20.8m | |
| CFO, Controller & Executive Director | 2.2yrs | R18.14m | 0.0028% ZAR 8.2m | |
| Independent Non-Executive Director | 1.4yrs | R1.27m | geen gegevens | |
| Independent Non-Executive Director | 2.8yrs | R1.37m | geen gegevens | |
| Independent Non-Executive Chairman | 7.8yrs | R4.00m | geen gegevens | |
| Independent Non-Executive Director | 1yr | R465.45k | geen gegevens | |
| Independent Non-Executive Director | 1.4yrs | R894.80k | geen gegevens | |
| Independent Non-Executive Director | 1yr | R1.06m | geen gegevens | |
| Independent Non-Executive Director | 6yrs | R1.32m | geen gegevens | |
| Lead Independent Director | 3.3yrs | R2.33m | geen gegevens | |
| Independent Non-Executive Director | 3.3yrs | R1.87m | geen gegevens | |
| Independent Non-Executive Director | 1.4yrs | R879.95k | geen gegevens |
2.5yrs
Gemiddelde duur
64.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van VAL wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 2.5 jaar), wat duidt op een nieuw bestuur.
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/27 18:09 |
| Aandelenkoers aan het einde van de dag | 2026/07/27 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Valterra Platinum Limited wordt gevolgd door 26 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Gerhard Engelbrecht | Absa Bank Limited |
| Richard Hart | Arqaam Capital Research Offshore S.A.L. |
| Sebastian Bell | Avior Capital Markets |