$SBGL: Sibanye — The End of the Road
We never imagined riding Sibanye-Stillwater to a price-point that exceeded our initial target on the back of Palladium, but that’s what happened. Palladium, however, is not a trade…
Tag: Sibanye-Stillwater
$SBGL : Sibanye-Stillwater Updated High Level Analysis
5 November 2019 Updated Global Reserve Model Discounted Global Gold Reserve Value * $3,704,036,400 Discounted Global 4PE Reserve Value ** $16,582,170,000 Discounted Global 4PE Reserve Value, Lonmin ***…
$SBGL : Shrewd Moves from Froneman
Sibanye-Stillwater to mothball, close four gold shafts, but limits job cuts to 3,450… Shafts that didn’t escape the cull were Beatrix 1 shaft in the Free State, which…
Sibanye-Stillwater: If We Had an Audience with Froneman, This is What We Would Say
We respect Neal Froneman and we respect his bold bets. His strategy is not a complex one: buy countercyclically. The Rustenburg, Acquarius and Stillwater deals were good ones,…
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