BHP to Sell Few Nickel Assets: What's Next for Its Nickel Business?

BHP agrees to sell its Kambalda Nickel Concentrator to Gold Fields as it restructures its Western Australia nickel business, with remaining asset decisions due by February 2027.

Zacks Investment Research • Oct 19, 2026

Sibanye Stillwater's 1H Results Trigger Massive Turnaround Upside (Review)

Sibanye Stillwater Limited remains a 'Buy' after strong 1H 2026 results and a robust growth roadmap for 2027-2028. SBSW delivered 54% YoY revenue growth, 111% YoY EBITDA growth, and a 600% surge in operating cash flow, highlighting operational momentum. Management's pivot to disciplined capital allocation, deleveraging, and targeted CAPEX supports margin expansion and risk mitigation.

Seeking Alpha • Sep 2, 2026

Sibanye Gold H1 Earnings Call Highlights

Sibanye Gold NYSE: SBSW reported record revenue and operating cash flow for the first half of 2026, supported by higher commodity prices and stable operating delivery across its South African gold and platinum-group metals operations.

MarketBeat • Sep 1, 2026

Sibanye Stillwater Limited (SBSW) Q2 2026 Earnings Call Transcript

Sibanye Stillwater Limited (SBSW) Q2 2026 Earnings Call Transcript

Seeking Alpha • Sep 1, 2026

Sibanye Stillwater: The Bull Case Just Got Stronger

Sibanye Stillwater Limited remains a leading global PGM and gold producer with expanding battery and base metals exposure. My Buy rating on SBSW has outperformed the S&P 500 but lagged sector ETFs like GDX and XME. Recent share price recovery is supported by first-half results showing restructuring and commodity price gains translating to cash flow.

Seeking Alpha • Sep 1, 2026

Sibanye Stillwater: De-Risked And Undervalued

Sibanye Stillwater is significantly undervalued after a mass selloff, presenting a compelling buy opportunity. SBSW's EBITDA has surged 5x YoY, driven by strong PGM and gold prices, and its balance sheet is notably de-risked. Management targets a 50% gross debt reduction over three years, with net debt/EBITDA already down from 1.75 to 0.63.

Seeking Alpha • Jul 3, 2026

Best Income Stocks to Buy for April 23rd

ZTO, SBSW and ARCAY made it to the Zacks Rank #1 (Strong Buy) income stocks list on April 23rd, 2026.

Zacks Investment Research • Apr 23, 2026

Neo Energy Metals shares surge 33% as ex-Sibanye chief Froneman joins as chairman

Neo Energy Metals PLC (LSE:NEO) shares surged 33% to 11.02p after the uranium and gold developer announced a sweeping boardroom overhaul headlined by the appointment of Neal Froneman, the former chief executive of mining giant Sibanye-Stillwater, as independent non-executive chairman. Froneman, who led Sibanye-Stillwater from its formation in January 2013 until September 2025, oversaw its transformation from a 1.5 million-ounce South African gold producer into a globally diversified metals company and the world's largest primary producer of platinum group metals.

Proactive Investors • Apr 22, 2026

Sibanye Stillwater: Valuation Multiples Should Expand As The Turnaround Continues

Sibanye Stillwater Limited is positioned as a top commodity idea, with a Strong Buy rating and a $25 price target. SBSW's turnaround features 31.8% revenue growth in 2025, tripled EBITDA, and a resumed dividend, driven by global operational ramp-up. The stock trades at a deep value, with a forward P/E under 4x and a P/S below 1x, versus peers at higher multiples.

Seeking Alpha • Apr 22, 2026

Sibanye asks for EU concessions as it ramps up Europe's first lithium mine

South Africa's Sibanye Stillwater said ‌on Monday it is seeking concessions from the European Union to shield Europe's first large-scale lithium mining and processing venture from price volatility and unfair competition.

Reuters • Apr 20, 2026