Sibanye Gold / SGL, SGBL (JSE, NYSE)

    Nicco das mit dem größeren operativen Beitrag stimmt zwar aktuell, ist aber auch darauf geschuldet, dass der Palladiumpreis auf einen neuen Allzeithoch notiert. Dadurch das Sibanye auch über 1 Millionen Palladiumunzen produziert, ist der Betrag derzeit deutlich höher. Dies wird auch aller Vorraussicht erstmal so bleiben, jedeoch wenn Gold weiter ansteigt und die Produktion wieder voll laufen wird und dazu endlich mal der Platinpreis, zu einem stärkeren Zeit anziehen wird, sieht es dann wieder anders aus.
    Ja das stimmt mit der Stärke. Harmony ist ja gestern noch stärker angestiegen als Sibayne.

    Sibanye, likewise, is benefiting from higher gold prices. That's not only increasing its earnings but also helping reduce the company's leverage. Its EBITDA rocketed 240% during the third quarter due in part to a 26% year-over-year improvement in the price of gold. Because of that, it's on track to hit its leverage target of less than 1.0 times net debt to adjusted EBITDA if gold prices remain around that level. That could potentially allow Sibanye to reinstate a dividend in the second half of next year.
    https://www.fool.com/investing…ye-stillwater-jumped.aspx

    Na dann weiterhin vie Erfolg Dir noch. Ich habe jetzt erstmal das Kursziel auf 2,50 € angehoben. Gebe Dir recht beim Platin. Ist weiterhin schwach, wenn Du aber davon ausgehst das Gold stärker anziehen wird, sollte auch Platin im Schlepptau wie schon von mir erwähnt davon profitieren. Ansonsten sehe ich beim Platin in nächster Zeit wenig Bewegung, das heißt kein Eigenleben.
    Palladium lieber langsam weiter steigend, mit immer wieder einkehrenden Korrekturen. Solange das Defizit so hoch ist, sehe ich keine Ausverkauf beim Palladium und dementsprechend ist es aktuell die Cashkuh bei Sibanye. Sollte das Niveau weiterhin gehalten werden, steigen die Gewinne überproportional an in dem Segment.

    Investec Asset Management raises Sibanye shareholding to 5.40%


    5th December 2019
    By: Creamer Media Reporter
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    Specialist investment manager Investec Asset Management has increased its shareholding in precious metals miner Sibanye-Stillwater to 5.40%.
    The company previously held 4.77% of Sibanye's shares.


    Da geht es u.a. um die neue Holdingstruktur
    https://www.ariva.de/news/siba…effentlichung-von-8017167

    @Real de Catorce


    Auch bei Schiffen und Fahrzeugen wird die Wasserstoff-Technologie immer mehr eingesetzt. Damit wird die Nachfrage nach Platin angeheizt. Das verwandte Metall Palladium wird seit dem Dieselskandal in Verbrennungsmotoren vermehrt verwendet. Gut also für Unternehmen, die diese beiden Rohstoffe besitzen wie etwa Sibanye-Stillwater.


    https://www.resource-capital.c…-wasserstoffzuege-kommen/

    Markets
    Will Sibanye Gold Continue to Surge Higher?
    Contributor
    Zacks Equity Research Zacks
    Published
    Dec 6, 2019 7:56AM EST
    As of late, it has definitely been a great time to be an investor in Sibanye Gold Limited SBGL. The stock has moved higher by 5.1% in the past month, while it is also above its 20 Day SMA too. This combination of strong price performance and favorable technical, could suggest that the stock may be on the right path.
    We certainly think that this might be the case, particularly if you consider SBGL’s recent earnings estimate revision activity. From this look, the company’s future is quite favorable; as SBGL has earned itself a Zacks Rank #2 (Buy), meaning that its recent run may continue for a bit longer, and that this isn’t the top for the in-focus company. You can see the complete list of today’s Zacks #1 Rank stocks here.
    Just Released: Zacks’ 7 Best Stocks for Today
    Experts extracted 7 stocks from the list of 220 Zacks Rank #1 Strong Buys that has beaten the market more than 2X over with a stunning average gain of +24.6% per year.
    These 7 were selected because of their superior potential for immediate breakout.


    cadafi das könnte sich positv auf längerer Sicht für Sibanye auszahlen. Vor allem das mal die Platinnachfrage von industrieller Seite endlich mal anzieht.

    http://www.finanztreff.de/kurs…seite=watchlist&wId=78849


    Auszug:
    2.1 Anzahl und Beschreibung der Wertpapiere


    Das genehmigte Aktienkapital von Sibanye-Stillwater zum Zeitpunkt der Vornotierung beträgt 10.000.000.000 (zehn Milliarden) Stammaktien ohne Nennwert, das ausgegebene Aktienkapital von Sibanye-Stillwater beträgt 1 (eine) Stammaktien ohne Nennwert und Sibanye-Stillwater wird unmittelbar nach der Umsetzung des Programms über ein ausgewiesenes Kapital in Übereinstimmung mit den JSE Listings Requirements verfügen. Zum Zeitpunkt der Kotierung werden keine Sibanye-Stillwater-Aktien als eigene Aktien gehalten. Es wird erwartet, dass Sibanye-Stillwater 2.670.029.252 Sibanye-Stillwater-Aktien an der JSE notiert haben wird, nachdem das Programm umgesetzt wurde, was der gleichen Anzahl von Aktien entspricht, die SGL am Tag der Umsetzung an der JSE notiert haben wird.


    Kann mir bitte jemand erklären was das bedeutet?
    Danke!

    Soweit ich es verstanden habe handelt es sich in Zukunft um die neue Holdingstruktur. Da soll es nur noch eine Aktie von Sibanye-Stillwater geben. Alle anderen Notierungen in Südafrika sollen verschwinden. Zum späteren Zeitpunkt soll ja noch einer Notierung in London folgen.

    Deswegen die Schwäche letzte Woche denke ich. Die bekommen das mit dem Strom einfach nicht hin. Unglaublich. Das geht seit Jahren schon so.


    https://www.bnnbloomberg.ca/pl…es-eskom-update-1.1360221
    Platinum Gains as Sibanye, Implats Halt Mines: Eskom Update



    Felix Njini and Prinesha Naidoo, Bloomberg News











    (Bloomberg) -- Sign up to our Next Africa newsletter and follow Bloomberg Africa on Twitter
    South Africa has been hit by a sixth straight day of rolling blackouts as state-owned power utility Eskom Holdings SOC Ltd. acts to prevent a total collapse of the grid after a raft of plant breakdowns. The company implemented a record level of cuts -- 6,000 megawatts -- late Monday, prompting platinum and gold mines in the country to halt operations.
    Highlights So Far:

    • Eskom says there’s a high likelihood of cuts all week. The utility plans to cut 4,000 megawatts until late Tuesday.
    • Producers including Sibanye, Implats and Harmony stopped mining operations.
    • Rains that have soaked coal and caused flooding may continue through Friday.

    Read more: Record Blackouts Shut South Africa Mines as Recession Risk Rises
    Here are the latest developments, updated throughout the day. Time stamps are local time in Johannesburg.
    Platinum, palladium rise (10:30 a.m.)
    Platinum and palladium led gains among major precious metals after South African producers said they had stopped operations. Platinum gained as much as 1.2%. Palladium rose as much as 0.6% to a fresh record of $1,894.47 an ounce, closing in on $1,900 for the first time. The metal has rallied 50% this year amid tight supply.
    High likelihood of cuts all week (10 a.m.)
    Eskom plans to cut 4,000 megawatts -- Stage 4 -- until 11 p.m. on Tuesday as it continues to face a shortage of generating capacity. Breakdowns are at 15,200 megawatts, the company said in a statement.
    “The incessant rains continue to impact coal handling and operations at our power stations. The probability for load-shedding remains high for the rest of the week.”
    Rains to continue (10 a.m.)
    Heavy rains have soaked coal, which is used as fuel, and caused flooding at Eskom’s Kriel and Camden power stations, the utility said. South African Weather Service forecasts show rain in Mpumalanga, the province in which the power stations are located, will continue through Friday. Rainfall in Lephalale, near the giant Medupi plant, could reach as much as 25 mm (1 inch) today, forecasts show.
    Mines close (Earlier)
    Producers including Sibanye Gold Ltd., the world’s biggest platinum miner, recalled workers from underground and stopped milling ore after Eskom announced Stage 6 cuts on Monday night. No. 2 producer Impala Platinum Holdings Ltd. didn’t start the 4 a.m. underground shift Tuesday and the company has stopped milling ore and shut its smelter.


    https://www.iol.co.za/business…-group-structure-38948736
    Sibanye allays fears of corporate action, says it is simplifying the group structure
    Companies / 10 December 2019, 12:00pm / Dineo Faku


    [Blockierte Grafik: https://image.iol.co.za/image/1/process/620x349?source=https://inm-baobab-prod-eu-west-1.s3.amazonaws.com/public/inm/media/2018/02/02/iol/733/SIBANYA-MINE-00000006.jpg&operation=CROP&offset=0x131&resize=1280x718]Earlier, an anonymous analyst said that the decision to simplify the structure was likely to make it easy for Sibanye-Stillwater to house its gold assets under DRDGold. Photo: Timothy Bernard/African News Agency (ANA)


    JOHANNESBURG – Sibanye-Stillwater on Monday shrugged off speculation that it was re-jigging its structure in anticipation of corporate action.
    The diversified mining company published its pre-listing statement ahead on the scheme that would result in Sibanye-Stillwater becoming a holding company for the group.
    Group spokesperson James Wellsted said the company was simplifying the group structure in a bid to make it more efficient.
    “There is a lot of market speculation. People are speculating that we are getting ready for corporate action. However, we believe that improving the group structure is a logical step for us. It has been coming for years, and we had to work to ensure there were no tax implications,” said Wellsted.
    Sibanye-Stillwater said it expected to have an issued share capital of 2.6 billion listed shares on the JSE following the implementation of the scheme.
    Related Articles
    It said the scheme would come into effect next February.
    Earlier, an anonymous analyst said that the decision to simplify the structure was likely to make it easy for Sibanye-Stillwater to house its gold assets under DRDGold. Sibanye-Stillwater acquired a 38.05 percent stake in DRDGold last year.
    “I still think that they will list their gold assets under the DRDGold banner. Gold has been a drag on Sibanye, the sooner they separate the gold and platinum assets the better,” said the analyst.
    In October, Sibanye-Stillwater proposed the acquisition of the 100 percent issued capital of Sibanye-Gold Limited (SGL) through a scheme of arrangement that was subject to conditions including shareholder, JSE and the South African Reserve Bank approval.
    Sibanye Gold was established in 2012 when JSE listed Gold Fields, spun off its ageing Driefontein, Kloof and Beatrix mines amid concerns about uncertainty in South Africa’s mining jurisdiction.
    It was listed as a separate company in 2013 on the JSE and New York .
    In 2017 it created Sibanye-Stillwater after evolving from a gold to a global precious metal mining group. It consolidated the mining industry following a massive acquisition spree of companies including Aquarius Platinum, and Anglo American Platinum’s Rustenburg operations.
    It also acquired Lonmin, the world's third-largest platinum producer, its associated mining, retreatment, smelter, and metal refinery assets. It also acquired Stillwater, the platinum and palladium producer in North America.
    The group describes itself as the world's largest primary producer of platinum, the second-largest producer of palladium and a leading global producer of gold from diversified operations spanning southern Africa and the Americas.
    It said that upon the implementation of the scheme, the Sibanye-Stillwater Board was expected to comprise the same members as the current SGL board.
    The Sibanye-Stillwater management is expected to comprise the same members as the current SGL management, it said.
    Sibanye-Stillwater shares rose 0.78 percent on the JSE yesterday to close at R30.85.
    BUSINESS REPORT
    SIBANYE-Stillwater group spokesperson James Wellsted says improving
    the group structure is a logical step. | Itumeleng English African
    News Agency (ANA

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