NPH Share Price Performance
R0
-143.11 (-100.00%)
Price R0
Fair ValueR400.94
Share Pricen/a
Narrative Update • May 08
Northam Platinum Holdings Limited Stock Price
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- 23 Fair Values set on narratives written by author
NPH Community Narratives
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Fair Value
·Fair Value R400.94 19.2% undervalued intrinsic discount
NPH: Dividend Increase And Steady Margins Will Offset Elevated Discount Rate
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AN
Fair Value
·Fair Value R490 33.9% undervalued intrinsic discount
Electric Vehicle Adoption And Tighter Standards Will Unlock Premium PGMs
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2users have followed this narrative
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Fair Value
·Fair Value R270 19.9% overvalued intrinsic discount
Growing EV Demand And Rising Costs Will Undermine PGM Profitability
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Electric Vehicle Adoption And Tighter Standards Will Unlock Premium PGMs
Key Takeaways New mining projects and multi-metal diversification are set to improve revenue mix, margins, and position Northam for growth beyond traditional platinum markets. Major decarbonization investments and self-sufficiency in power and water will enhance long-term competitiveness, market share, and appeal to ESG-oriented investors.Read more
AN
R490
33.9% undervalued intrinsic discount
Fair Value
Revenue
26.05% p.a.
Profit Margin
21.47%
Future PE
20.77x
Price in 2029
R827.04
Growing EV Demand And Rising Costs Will Undermine PGM Profitability
Key Takeaways Long-term demand and pricing for PGMs face headwinds from electric vehicle adoption, substitution with alternatives, and increased recycling, pressuring Northam's revenue and margins. Operational and financial risks from South African exposure, ambitious expansion spending, and rising ESG compliance may undermine profitability and future growth opportunities.Read more
AN
R270
19.9% overvalued intrinsic discount
Fair Value
Revenue
14.7% p.a.
Profit Margin
28.14%
Future PE
11.65x
Price in 2029
R458.14
NPH: Dividend Increase And Steady Margins Will Offset Elevated Discount Rate
Key Takeaways Optimistic expectations for sustained high prices and demand may overlook risks from rapid EV adoption, technological shifts, and regulatory changes that could erode key markets. Market valuations appear to assume seamless project execution, sustained diversification benefits, and persistent supply constraints, potentially underestimating operational, geographic, and industry trend risks.Read more
AN
R400.94
19.2% undervalued intrinsic discount
Fair Value
Revenue
20.96% p.a.
Profit Margin
31.72%
Future PE
12.91x
Price in 2029
R671.68
Trending Discussion
Recently Updated Narratives
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NPH: Maintained Fair Value And Adjusted Assumptions Will Support Bullish Repricing
Fair Value: R490 33.9% undervalued intrinsic discount
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NPH: Higher Required Returns Will Pressure Optimistic Margin And P/E Assumptions
Fair Value: R270 19.9% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
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NPH: Upgraded View Will Rely On Higher Margins And Production Delivery
Fair Value: R400.94 19.2% undervalued intrinsic discount
13 fair values setusers have set this as their fair value
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Snowflake Analysis
Northam Platinum Holdings Limited Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Aug 28, 2026
- 23.29
- 24.02%
- 22.04%
- 30.3%
About NPH
- Founded
- 2020
- Employees
- 14172
- CEO
- WebsiteView website
Northam Platinum Holdings Limited, through its subsidiary, Northam Platinum Limited, engages in the production and sale of platinum group metals. It operates through four segments: Zondereinde mine, Booysendal mine, Eland mine, and the US recycling operations. The company explores for platinum, palladium, rhodium, gold, iridium, ruthenium, silver, nickel, copper, cobalt, and chrome deposits. It holds interests in the Booysendal mine located on the eastern limb of the Bushveld complex; the Zondereinde mine located in the northern end of the western limb of the Bushveld complex; and the Eland mine located in the south-eastern portion of the western limb of the Bushveld complex. The company also offers recycling services. Northam Platinum Holdings Limited was incorporated in 2020 and is based in Johannesburg, South Africa.
Recent NPH News & Updates
Narrative Update • Apr 20
