VAL Operational Update Bullish

VALTERRA PLATINUM LIMITED - Production Report For The Fourth Quarter Ending 31 December 2025

Valterra Platinum Limited
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What this filing means

Bull case

  • Production exceeded full-year guidance for both M&C and refined output despite earlier challenges.
  • Amandelbult operations achieved a 14% quarter-on-quarter recovery, returning to steady-state after the February floods.

Bear case

  • Full-year PGM sales volumes remain 15% lower than 2024 levels, indicating the business has not fully recovered its operational baseline.

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Category
Operational Update
Published
Feb 5, 2026

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