IMP Share Price Performance
R276.56
174.91 (172.07%)
10.8% undervalued intrinsic discount
R310.00
Fair Value
Price R276.56
AnalystHighTarget R310.00
AnalystConsensusTarget R227.02
AnalystLowTarget R98.33
Fair ValueR310.00
Share Pricen/a
Impala Platinum Holdings Limited Stock Price
- 3 Narratives written by author
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- 50 Fair Values set on narratives written by author
IMP Community Narratives
AN
Fair Value R310 10.8% undervalued intrinsic discount
Clean Energy And Emerging Markets Will Drive PGM Demand
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Fair Value R227.02 21.8% overvalued intrinsic discount
IMP: Rising Earnings Guidance Will Drive Renewed Optimism Despite 79% EPS Decline
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AN
Fair Value R130 112.7% overvalued intrinsic discount
Declining Autocatalyst Demand And Excess Inventory Will Depress Platinum Fundamentals
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1users have followed this narrative
Clean Energy And Emerging Markets Will Drive PGM Demand
Key Takeaways Rising PGM prices and new processing capacity position the company for significant revenue and margin gains, outpacing peers in production growth opportunities. Strong operational execution, balance sheet discipline, and digitalization drive cost reductions, margin improvement, and resilience regardless of commodity price volatility.Read more
69
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AN
R310
10.8% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
20.12% p.a.
Profit Margin
19.84%
Future PE
15.93x
Price in 2029
R521.9
IMP: Rising Earnings Guidance Will Drive Renewed Optimism Despite 79% EPS Decline
Key Takeaways Rapid adoption of electric vehicles and alternative technologies threatens long-term platinum group metal demand and future revenue growth. Rising costs, regulatory risks, and regional supply threats could squeeze margins and undermine profitability despite recent operational improvements and acquisitions.Read more
194
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AN
R227.02
21.8% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
14.62% p.a.
Profit Margin
15.22%
Future PE
17.46x
Price in 2028
R380.83
Declining Autocatalyst Demand And Excess Inventory Will Depress Platinum Fundamentals
Key Takeaways Rising electric vehicle adoption and alternative technologies threaten long-term platinum group metals demand, undermining Impala's core revenue streams and market relevance. Structural issues from aging assets, excess inventory, and environmental compliance pressure profit margins and future cash flow, highlighting vulnerability to weak market fundamentals.Read more
33
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AN
R130
112.7% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
11.32% p.a.
Profit Margin
14.63%
Future PE
11.09x
Price in 2028
R213.15
Trending Discussion
Recently Updated Narratives
AN
IMP: Higher Margins And Solid 6E Sales Will Support Share Price Rebound
Fair Value: R310 10.8% undervalued intrinsic discount
3 followersusers have followed this narrative
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AN
IMP: Future Returns Will Reflect Mixed Production Trends And Improving Margins
Fair Value: R227.02 21.8% overvalued intrinsic discount
29 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Declining Autocatalyst Demand And Excess Inventory Will Depress Platinum Fundamentals
Fair Value: R130 112.7% overvalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Impala Platinum Holdings Limited Key Details
About IMP
- Founded
- 1957
- Employees
- n/a
- CEO
- WebsiteView website
Impala Platinum Holdings Limited engages in the mining, concentrating, refining, and sells of platinum group metals (PGMs) and associated base metals in South Africa, Zimbabwe, and Canada. The company produces platinum, palladium, rhodium, nickel, and by-products, as well as ruthenium, iridium, and gold. It has mining operations on the Bushveld Complex located in South Africa; and the Great Dyke situated in Zimbabwe, as well as the Canadian Shield. The company was incorporated in 1957 and is based in Illovo, South Africa.
