Company Impala Platinum Holdings Limited

Equities

IMP

ZAE000083648

Non-Gold Precious Metals & Minerals

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Impala Platinum Holdings Limited

EPS Revisions

Quarterly revenue - Rate of surprise

Sector Other Precious Metals & Minerals

End-of-day quote Johannesburg S.E. Other stock markets 06:00:00 2024-04-18 pm EDT			5-day change	1st Jan Change
96.76 ^ZAR	-0.68%		+1.26%	+6.02%

Apr. 18	Sibanye cuts more jobs after shutting loss-making Marikana shaft	RE
Apr. 10	Zimplats to cap job cuts at 1% of workforce, CEO says	RE

Impala Platinum Holdings Limited is one of the world's leading platinum producers. Net sales break down by activity as follows:

- sale of precious metals (95.1%): palladium (38.6% of net sales), platinum (28%), rhodium (26.8%), gold (3%), iridium (2.2%), ruthenium (1.3%) and silver (0.1%);

- sale of base metals (4.4%): nickel (75.2% of sales), copper (18.1%), chrome (5.9%) and cobalt (0.8%) ;

- refining services (0.5%).

At the end of June 2020, the group operated 6 mines located in South Africa (3), Zimbabwe (2) and Canada.

ZAR in Million	2022	Weight	2023	Weight	Delta
Impala Refining Services 51.3 %	67,508	57.0 %	54,691	51.3 %	-18.99%
Mining 48.0 %	50,469	42.7 %	51,132	48.0 %	+1.31%
All Other 0.7 %	355	0.3 %	771	0.7 %	+117.18%

ZAR in Million	2022	Weight	2023	Weight	Delta
South Africa 99.4 %	119,774	101.2 %	105,943	99.4 %	-11.55%
Inter-segment Revenue -23.4 %	-27,699	-23.4 %	-24,898	-23.4 %	-10.11%
Zimbabwe 16.9 %	19,311	16.3 %	18,047	16.9 %	-6.55%
Canada 7.0 %	6,946	5.9 %	7,502	7.0 %	+8.00%

Managers	Title	Age	Since
Nicolaas Muller CEO	Chief Executive Officer	56	17-04-02
Meroonisha Kerber DFI	Director of Finance/CFO	50	18-07-31
Patrick Morutlwa COO	Chief Operating Officer	-	23-06-18
Mark Munroe CTO	Chief Tech/Sci/R&D Officer	54	18-02-27
Lee-Ann Samuel BRD	Director/Board Member	45	17-10-15
Alice Lourens IRC	Investor Relations Contact	-	-
Johan Theron IRO	Public Communications Contact	-	-
Pieter Gravett SAM	Sales & Marketing	-	-
Ashalen Reddy SAM	Sales & Marketing	-	08-12-31
Kirthanya Pillay PRN	Corporate Officer/Principal	-	18-04-30

Members of the board	Title	Age	Since
Ralph Havenstein BRD	Director/Board Member	66	20-12-31
Zacharias Swanepoel BRD	Director/Board Member	63	15-03-04
Dawn Earp DFI	Director of Finance/CFO	61	06-12-31
Mpho Nkeli BRD	Director/Board Member	60	15-03-31
Noluthando Orleyn CHM	Chairman	68	20-08-02
Nicolaas Muller CEO	Chief Executive Officer	56	17-04-02
Fholisani Mufamadi BRD	Director/Board Member	65	15-03-04
Mametja Moshe BRD	Director/Board Member	43	22-06-30
Lee-Ann Samuel BRD	Director/Board Member	45	17-10-15
Meroonisha Kerber DFI	Director of Finance/CFO	50	18-07-31

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	904,370,000	899,484,465 ( 99.46 %)	4,400,000 ( 0.4865 %)	99.46 %

Name	Equities	%	Valuation
Public Investment Corporation (SOC) Ltd. 18.95 %	171,412,990	18.95 %	709 M R
The Vanguard Group, Inc. 3.649 %	33,003,794	3.649 %	136 M R
GIC Pte Ltd. (Investment Management) 3.077 %	27,824,866	3.077 %	115 M R
Fairtree Asset Management (Pty) Ltd. 1.346 %	12,172,567	1.346 %	50 M R
Fidelity Management & Research (Hong Kong) Ltd. 0.9789 %	8,852,900	0.9789 %	37 M R
M&G Investment Managers (Pty) Ltd. 0.9186 %	8,307,089	0.9186 %	34 M R
Old Mutual Investment Group (Pty) Ltd. 0.6812 %	6,160,119	0.6812 %	25 M R
Satrix Managers (RF) Pty Ltd. 0.5231 %	4,730,465	0.5231 %	20 M R
STANLIB Asset Management (Pty) Ltd. 0.5015 %	4,535,818	0.5015 %	19 M R
STANLIB Multi-Manager (Pty) Ltd. 0.4768 %	4,312,113	0.4768 %	18 M R

Name	Equities	%	Valuation
Konwave AG 0.1488 %	1,345,964	0.1488 %	6 M R
Momentum Global Investment Management Ltd. 0.0109 %	98,590	0.0109 %	407 719 R
Boutique Investment Partners (Pty) Ltd. 0.004736 %	42,832	0.004736 %	177 132 R
Nykredit Bank A/S (Investment Management) 0.004649 %	42,041	0.004649 %	173 861 R
Quantex AG 0.003649 %	33,000	0.003649 %	136 472 R
Funds Avenue SA 0.003317 %	30,000	0.003317 %	124 065 R
Optimix Vermogensbeheer NV 0.003317 %	30,000	0.003317 %	124 065 R
Mack + Weise Vermögensverwaltung GmbH 0.002433 %	22,000	0.002433 %	90 981 R
Yousif Capital Management LLC 0.001577 %	14,260	0.001577 %	58 972 R
DFP Deutsche Finanz Portfolioverwaltung GmbH 0.001456 %	13,170	0.001456 %	54 465 R

Name	Equities	%	Valuation
ZIMPLATS HOLDINGS LIMITED 87.00%	93,644,430	87.00%	1,039,202,206 $
IMPALA PLATINUM HOLDINGS LIMITED 0.37%	3,358,916	0.37%	13,890,629 $

Impala Platinum Holdings Ltd.

2 Fricker Road Illovo

2196, Northlands

+27 11 731 9000

http://www.implats.co.za

address Impala Platinum Holdings Limited(IMP)

Name	Category and Sector
IMPALA CANADA LTD.	Other Metals/Minerals
Impala Platinum Ltd. Impala Platinum Ltd. Other Metals/MineralsNon-Energy Minerals Impala Platinum Ltd. conducts mining, milling, and preparing operations of miscellaneous metal ores. It serves customers throughout South Africa and internationally. The company is headquartered in Illovo, South Africa.	Other Metals/Minerals
11638050 Canada, Inc. 11638050 Canada, Inc. Investment ManagersFinance 11638050 Canada, Inc. provides investment solutions. The company was founded on September 20, 2019 and is headquartered in Toronto, Canada.	Investment Managers

Trading Rating

Investor Rating

ESG Refinitiv

C+

More Ratings

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

97.42 ZAR

Average target price

102.4 ZAR

Spread / Average Target

+5.16%

Consensus

Estimates Revisions

Company calendar

Basic Materials

Mineral Resources

Metals & Mining

Non-Gold Precious Metals & Minerals

Other Precious Metals & Minerals

	1st Jan change	Capi.
IMPALA PLATINUM HOLDINGS LIMITED	+6.74%	4.58B
SIBANYE STILLWATER LIMITED	+2.05%	3.76B
SINO-PLATINUM METALS CO.,LTD	+3.27%	1.56B
SILVERCREST METALS INC.	+19.68%	1.11B
IMPALA CANADA LTD.	+82.85%	881M
A-MARK PRECIOUS METALS, INC.	+21.92%	843M
FURUYA METAL CO., LTD.	+19.69%	624M
HENAN HUANGHE WHIRLWIND CO., LTD.	-27.27%	542M
PYX RESOURCES LIMITED	-.--%	151M
SUPER DRAGON TECHNOLOGY CO., LTD	+55.74%	121M

Other Precious Metals & Minerals