Stillwater Mining Co
What Analysts Think about the Sibanye-Stillwater Deal
About 36.0% of the analysts covering Sibanye Gold have given it a “buy” recommendation. About 55.0% have issued a “hold,” and 9.0% have given it a “sell.”
What Will Sibanye Achieve through the Stillwater Deal?
The acquisition will add a significant long-term production upside from Blitz as well as recycling capabilities through the Columbus metallurgical complex.
How Is the Sibanye-Stillwater Deal Structured?
The structure of the deal will entail forming of a US subsidiary of Sibanye, which will merge into Stillwater Mining (SWC).
Are Stillwater Mining’s Assets Value Accretive for Sibanye Gold?
Stillwater Mining (SWC) is the only US-based miner of PGM (platinum-group metals) and the largest producer outside of Russia and South Africa.
Is Sibanye Eyeing More Acquisitions after Stillwater?
Siganye’s latest acquisition deal will make it the third-largest producer of platinum and palladium and the fourth-largest producer of PGM metals.
Sibanye’s and Stillwater’s Take on Platinum-Group Metals Prices
Sibanye has become bullish on palladium in the last six to nine months. It’s worth noting that palladium has outperformed other precious metals year-to-date.
How Sibanye and Stillwater Investors Reacted to Acquisition News
After Sibanye Gold (SBGL) announced the acquisition of Stillwater Mining (SWC), Stillwater stock rose 18.0%. Sibanye stock, however, fell 15.0%.
Sibanye Gold to Acquire Stillwater Mining: What Are the Benefits?
On December 9, 2016, Sibanye Gold (SBGL) announced that it has entered into an agreement with Stillwater Mining (SWC) to acquire all its stock for $18 per share in cash.
What’s Next for Sibanye after the Aquarius Platinum Acquisition?
Aquarius Platinum acquisition completed Sibanye Gold (SBGL) completed its Aquarius Platinum acquisition on April 12, 2016. Aquarius Platinum’s operations will be consolidated starting in the June 2016 quarter. The company also disclosed Aquarius’s operational details for the quarter, and its production increased to 90,843 ounces. More acquisitions in store? During its 4Q15 results, Sibanye’s management had […]
Stillwater Mining’s Outlook for Palladium and Platinum
Stillwater Mining believes that underlying industrial demand for palladium remains strong with structural deficits in the palladium market. Management is more positive on palladium than platinum.
Stillwater Mining’s Balance Sheet against Its Global Peers
Despite lower PGM (platinum group metals) prices, Stillwater Mining (SWC) has a strong balance sheet and maintained a position of strong net cash at the end of 2015.
Where Does Stillwater Rank in Terms of Mining Risk?
Stillwater Mining (SWC) exhibits strong leverage to palladium prices. It has lower geopolitical mining risk than South African PGM (platinum group metals) producers.
How Is Stillwater Cutting Costs to Stay Ahead of Platinum Prices?
Stillwater Mining (SWC) has seen a significant increase in recovery rates, which is one of the best in the PGM (platinum group metals) industry.
Can Stillwater Defend Its Place on the Cost Curve?
Stillwater Mining is in the first quartile of the industry cost curve. This is due to its robust cost structure, higher productivity, higher grades, and stable input costs.
What’s the Production Upside for Stillwater in the Long Term?
Stillwater is ramping up Blitz, a new project and its main development asset. The company expects the first product from it in mid-2018.
Why Has Stillwater Mining Underperformed Its Peers in 2016?
Stillwater Mining (SWC) has underperformed its peers YTD as of March 2, 2016. It has, however, outperformed palladium prices with a rise of 3%.
Analyzing VGPMX’s Geographical Focus
The VGPMX has performed poorly in the market in 2015. Top-weighted holdings Nevsun Resources and Dominion Diamond have fallen by 33% and 54%, respectively.
How Has VGPMX Performed Historically Compared to Its Benchmark?
Though the VGPMX has fallen considerably this year, it has still managed to beat its benchmark index.
Job Openings Take a Cautious Approach in August
According to the U.S. Bureau of Labor Statistics, job openings fell to 5.4 million in August after reaching a new high of 5.7 million in July.
US Dollar Correction: Why It’s Positive for Copper Producers
US-based copper producers have another reason to celebrate when the US dollar weakens. Their overseas revenue increases when the US dollar weakens.
Strong US Copper Demand to Benefit Thompson Creek Metals
Higher vehicle sales bode well for the US copper demand. Copper content in an average mid-sized vehicle is around 50 pounds.
Chinese Auto Sales Boost Copper Market
China is the world’s biggest automotive market. Chinese auto sales are increasing because the average household is seeing disposable income rise.
Latest European Economic Data Points to Recovery
The latest European economic data point to a recovery. However, there are still several sectors, such as housing, where demand is weak.
Teck Resources: An Investor’s Guide to Key Financials
A review of Teck Resources key financials show revenues have fallen for three consecutive years. Corrections in copper and coal prices are mainly to blame.
China’s Manufacturing PMI Below 50 for 2 Consecutive Months
Although China’s official February PMI is below 50, HSBC and Markit showed a February PMI above 50. HSBC’s flash March PMI fell to an 11-month low of 49.2.