Professional
Added to YB: 2026-02-02
Pitch date: 2026-01-29
VALT.L [neutral]
Valterra Platinum Limited
-8.3%
current return
Author Info
No bio for this author
Company Info
Valterra Platinum Limited engages in the production and supply of platinum group metals, base metals, and precious metals in South Africa, Asia, Europe, North America, and internationally.
Market Cap
ZAR 457.5B
Pitch Price
ZAR 1.6K
Price Target
N/A
Dividend
0.29%
EV/EBITDA
29.45
P/E
347.29
EV/Sales
4.67
Sector
Metals and Mining
Category
turnaround
Moerus Worldwide Value Fund Portfolio Holding: Valterra Platinum Limited
VALT.L (holding update): World's largest PGM producer spun from Anglo American June 2025. Stock down 65% (2022-2024) on EV fears, but platinum market in 3rd consecutive supply deficit as producers cut uneconomic production. Auto makers walking back EV ambitions. Platinum prices surged from depressed levels driving significant Q4/2025 gains.
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