South African Gold and Platinum Miner Sees 150% Year-to-Date Increase, But What Happens If Sanctions Are Lifted?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 27 2025
0mins
Source: Benzinga
Potential End of Ukraine War: President Trump's meeting with Vladimir Putin may signal a possible resolution to the Ukraine conflict, raising questions about the future of Russian sanctions and their impact on U.S. investments.
Sibanye Stillwater's Performance: Sibanye Stillwater has seen significant growth in 2025, outperforming its rivals and benefiting from the sanctions against Norilsk Nickel, which has struggled due to investor exodus and management issues.
Market Dynamics for Precious Metals: Prices for platinum and palladium have fluctuated since the onset of the war, with platinum seeing a notable increase while palladium prices have declined, affecting investment strategies in the sector.
Future Risks for Sibanye: The potential lifting of sanctions on Norilsk Nickel could negatively impact Sibanye's stock performance, alongside broader market trends that suggest falling commodity prices may challenge miners' profitability.
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Analyst Views on PLG
About PLG
Platinum Group Metals Ltd. is a Canada-based platinum and palladium-focused exploration and development company. The Company is the operator and majority owner of the Waterberg Project, a bulk underground platinum, palladium, rhodium and gold deposit located. The Waterberg Project is located on the Northern Limb of the Bushveld Igneous Complex, approximately 85 kilometers (km) north of the town of Mokopane. The Waterberg Project covers an area of approximately 29,161 hectares (ha) consisting of the Waterberg Mining Right, one active prospecting right, and one application for the incorporation of two adjacent farms into the Waterberg Mining Right. Of the total project area, 20,482 ha is covered by the Waterberg Mining Right. Waterberg is a joint venture between the Company, Impala Platinum Holdings Ltd., HJ Platinum, which consists of JOGMEC (Japan Oil, Gas and Metals National Corporation) and Hanwa Co. and Black Economic Empowerment (BEE) partner Mnombo Wethu Consultants (Pty) Ltd.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Platinum Group Metals Reports $1.84M Loss in Q1 2026, Advances Waterberg Project
- Financial Performance: As of November 30, 2025, Platinum Group reported a net loss of $1.84 million, unchanged from the same period in 2024, indicating challenges in cost control, although general administrative expenses showed a slight decrease, reflecting efforts to optimize operations.
- Project Progress: Total expenditures on the Waterberg Project for the three months ended November 30, 2025, were approximately $0.55 million, a decrease from $0.61 million in 2024, while accumulated net costs reached $51.2 million, demonstrating ongoing investment and development progress.
- Financing Arrangements: Platinum Group is assessing financing and concentrate offtake agreements for the Waterberg Project, with discussions ongoing with all South African integrated producers, indicating a proactive approach to securing sustainable development for the project despite no specific terms being agreed upon yet.
- Shareholder Dynamics: The company completed a $1.0 million non-brokered private placement in May 2025, issuing 800,000 common shares to major shareholder HCI, which increased its stake back to 26%, reflecting shareholder confidence in the company's future growth.
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