SSW Operational Update Neutral

SIBANYE STILLWATER LIMITED - Sibanye-Stillwater Mineral Resources and Mineral Reserves declaration as at 31 December 2025

Sibanye Stillwater Limited
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What this filing means

Sibanye-Stillwater's 2025 reserve declaration shows strategic growth in PGM, uranium, and copper offset by a significant gold writedown at Kloof and a 44% collapse in zinc reserves.

Bull case

  • SA PGM Mineral Reserves increased by 4.7% to 29.4Moz, driven by the inclusion of 2.9Moz from the Marikana E4 mechanised UG2 project.
  • Declared maiden Mineral Reserves for uranium (25.2Mlb) and copper (478kt) following the completion of key feasibility studies.

Bear case

  • Major writedown of 1.4Moz in gold Mineral Reserves at Kloof due to geotechnical constraints and production viability issues.

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Category
Operational Update
Published
Feb 17, 2026

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