NPH Share Price Performance
R0
-120.51 (-100.00%)
Price R0
Fair ValueR396.94
Share Pricen/a
Northam Platinum Holdings Limited Stock Price
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- 21 Fair Values set on narratives written by author
NPH Community Narratives
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Fair Value R396.94 8.4% undervalued intrinsic discount
NPH: Dividend Increase And Steady Margins Will Offset Elevated Discount Rate
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AN
Fair Value R490 25.8% undervalued intrinsic discount
Electric Vehicle Adoption And Tighter Standards Will Unlock Premium PGMs
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Fair Value R131.11 177.3% 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
19
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AN
R490
25.8% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
34.25% p.a.
Profit Margin
23.41%
Future PE
14.97x
Price in 2029
R820.1
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
116
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AN
R396.94
8.4% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
22.32% p.a.
Profit Margin
21.19%
Future PE
17.93x
Price in 2029
R672.56
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
25
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AN
R131.11
177.3% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
18.25% p.a.
Profit Margin
15.43%
Future PE
10.87x
Price in 2028
R268.16
Trending Discussion
Recently Updated Narratives
AN
NPH: Higher Margin Outlook Will Support Repriced Bullish Thesis
Fair Value: R490 25.8% undervalued intrinsic discount
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NPH: Constructive Research Stance Will Support Higher P/E While Risks Remain
Fair Value: R396.94 8.4% undervalued intrinsic discount
12 followersusers have followed this narrative
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Growing EV Demand And Rising Costs Will Undermine PGM Profitability
Fair Value: R131.11 177.3% overvalued intrinsic discount
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Snowflake Analysis
Northam Platinum Holdings Limited Key Details
Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
Feb 27, 2026
- 4.02
- 15.64%
- 4.60%
- 34.1%
About NPH
- Founded
- 2020
- Employees
- 13480
- 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.
