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"Sibanye
Stillwater Simply Wall St" refers to the financial analysis of Sibanye
Stillwater Limited (ticker: SSW or SBSW) provided by the platform Simply
Wall St. Simply Wall St offers stock analysis, company information, and
financial data, such as earnings, revenue growth, and valuation, for
Sibanye Stillwater across various exchanges.Recent
analysis suggests the company is trading at a good value but has a high
level of debt, with potential for reasonable growth
Sibanye-Stillwater: Well On Track to Become Cash Flow Positive Again - Restructuring Bears Fruits
16 July 2025
Disseminated on behalf of and paid for Sibanye-Stillwater Ltd.
In this conversation, James Wellsted from Sibanye-Stillwater discusses the company's recent performance, operational challenges, strategic projects, and future outlook. The company has seen significant growth in share price and is addressing operational issues while focusing on sustainability and recyclinginitiatives. Financial health is improving, and there are positive expectations for upcoming results.
Goldfields (GFI), the global gold mining giant, just delivered a stunning Q2 2025 earnings report, far surpassing Wall Street expectations. The company recorded an incredible 90% EPS beat, with earnings per share reaching $1.15 against a consensus of $0.59. This phenomenal performance was underscored by a massive $952 million in free cash flow, marking a remarkable billion-dollar turnaround from the previous year and signaling robust financial health. Revenue also surged by 40% year-over-year to $3.09 billion, demonstrating strong operational execution amidst a powerful gold market.
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This dramatic outperformance wasn't merely a result of high gold prices; it stemmed from strategic execution, including the successful ramp-up of the Salares Norte mine in Chile and the consolidation of 100% ownership of the Gruyere mine in Australia. These moves add crucial long-life ounces, bolstering reliable gold production. Goldfields' stock has significantly outpaced its peers, with impressive year-to-date returns, reflecting enthusiastic market response. CEO Mike emphasized a clear strategy to grow cash flow per share, translating into tangible investor rewards like a 133% interim dividend hike, balanced with disciplined investments in future growth and a rock-solid balance sheet with a net debt to EBITDA of 0.37x.
Looking ahead, Goldfields has a packed schedule of milestones, including a capital markets day in November, anticipated to further detail their long-term outlook and potential for higher dividends. TalkTickers is initiating coverage with an outperform rating, believing the company is firing on all cylinders, poised for continued momentum. Key metrics to watch include all-in sustaining costs (AISC) as production ramps up, crucial for sustaining cash flow. For experienced investors, a "dividend dominator" trade idea using 12-18 month call options is suggested to capitalize on both growth and increasing dividends, though this is not financial advice.
AI Disclaimer: This video was generated with the help of AI. All insights are based on factual data, but the presentation may include creative commentary for engagement purposes.
Financial Advice Disclaimer: The content in this video is for informational purposes only and should not be considered financial advice. Always do your own research or consult a financial advisor before making any investment decisions.
Always refer to official earnings reports and consult with a financial advisor before making any decisions.
Yahoo Finance Markets and Data Editor Jared Blikre, who also hosts Yahoo Finance's Stocks in Translation podcast, takes a closer look at the bullish and bearish factors that could influence the price of gold.
Catch more Stocks in Translation, with new episodes every Tuesday and Thursday.
Micron Technology (MU) topped estimates for its fiscal fourth quarter — revenue of $11.32 billion (vs. estimates of $11.15 billion), adjusted earnings of $3.03 per share (vs. estimates of $2.84) — while its next-quarter guidance outpaced Wall Street forecasts.
Synovus VP and senior portfolio manager Daniel Morgan reacts to Micron's earnings and outlook, comparing the company's AI life cycle to that of chipmaking competitor Nvidia (NVDA).
Also, Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead, sits down with Julie Hyman on Market Catalysts to discuss Micron's earnings and why he believes the AI trade is different from the dot-com bubble.
