Sibanye Gold Ltd

  • TickerSBGL
  • ISINUS8257242060
  • ExchangeNew York Stock Exchange
  • SectorMining
  • CountryUnited States
Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Weakening Dollar, Strengthening Commodities We continue to see increasingly more reasons to be bullish than not, and we believe the path of least resistance is higher for US equities. We also continue to recommend a “buy the dip” strategy. Below we outline new developments, including more signs that the US dollar is rolling over, bullish developments for gold & gold miners, and major breakouts for the Consumer Discretionary Sector. • Weak Dollar, Strong Commodity. The US dollar (DXY) continues to show signs of breaking down just as the Bloomberg Commodity Index (BCOM) makes a bullish inflect...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Here we go again In last week's Compass we laid the case that markets were at a key inflection point heading into the first Fed rate cut in over a decade. Despite hawkish Fed takeaways, it was the escalation in the U.S.-China trade war that was the bigger story, however both weighed on global equities. Needless to say, everything we highlighted last week as being at a key inflection point failed to resolve in a manner that was bullish for equities. Below we highlight several developments we are watching which will help determine if the current pullback will be similar to what happened in May,...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Market activity, both bonds and stocks, has been all about realigning expectations. Wednesday's Fed announcement was more dovish than expected, and the market is now pricing in roughly 25bps of cuts by the end of 2019. Stocks reacted positively on Thursday, but then reversed (and then some) on Friday as global growth concerns became a little more serious. We continue to maintain our positive outlook and highlight below several observations which lead us to this conclusion. • Broadening yield curve inversion. A more pronounced yield curve inversion (3M/10Y and 1Y/10Y) is certainly unsettling a...

Sibanye Gold Limited: Assignment of First-Time Ratings

CORPORATES CREDIT OPINION 13 June 2017 New Issue RATINGS Sibanye Gold Limited Domicile South Africa Long Term Rating Ba2 Type LT Corporate Family Ratings Outlook Stable Please see the ratings section at the end of this report for more information. The ratings and outlook shown reflect information as of the publication date. Contacts Douglas Rowlings 971-4-237-9543 AVP-Analyst [email protected]

Ford Equity US Rating and Forecast Report

Ford Equity Research covers more than 4,000 stocks using a proprietary quantitative model that evaluates a company’s earnings strength, its relative valuation and recent price movement. Ford’s five recommendation ratings include strong buy, buy, hold, sell, strong sell. For all stocks in our coverage universe, ratings are generated each week and reflect the fundamental and price data as of the last trading day of the week.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Weakening Dollar, Strengthening Commodities We continue to see increasingly more reasons to be bullish than not, and we believe the path of least resistance is higher for US equities. We also continue to recommend a “buy the dip” strategy. Below we outline new developments, including more signs that the US dollar is rolling over, bullish developments for gold & gold miners, and major breakouts for the Consumer Discretionary Sector. • Weak Dollar, Strong Commodity. The US dollar (DXY) continues to show signs of breaking down just as the Bloomberg Commodity Index (BCOM) makes a bullish inflect...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Here we go again In last week's Compass we laid the case that markets were at a key inflection point heading into the first Fed rate cut in over a decade. Despite hawkish Fed takeaways, it was the escalation in the U.S.-China trade war that was the bigger story, however both weighed on global equities. Needless to say, everything we highlighted last week as being at a key inflection point failed to resolve in a manner that was bullish for equities. Below we highlight several developments we are watching which will help determine if the current pullback will be similar to what happened in May,...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Market activity, both bonds and stocks, has been all about realigning expectations. Wednesday's Fed announcement was more dovish than expected, and the market is now pricing in roughly 25bps of cuts by the end of 2019. Stocks reacted positively on Thursday, but then reversed (and then some) on Friday as global growth concerns became a little more serious. We continue to maintain our positive outlook and highlight below several observations which lead us to this conclusion. • Broadening yield curve inversion. A more pronounced yield curve inversion (3M/10Y and 1Y/10Y) is certainly unsettling a...

Sibanye Gold Limited: Assignment of First-Time Ratings

CORPORATES CREDIT OPINION 13 June 2017 New Issue RATINGS Sibanye Gold Limited Domicile South Africa Long Term Rating Ba2 Type LT Corporate Family Ratings Outlook Stable Please see the ratings section at the end of this report for more information. The ratings and outlook shown reflect information as of the publication date. Contacts Douglas Rowlings 971-4-237-9543 AVP-Analyst [email protected]

Ford Equity US Rating and Forecast Report

Ford Equity Research covers more than 4,000 stocks using a proprietary quantitative model that evaluates a company’s earnings strength, its relative valuation and recent price movement. Ford’s five recommendation ratings include strong buy, buy, hold, sell, strong sell. For all stocks in our coverage universe, ratings are generated each week and reflect the fundamental and price data as of the last trading day of the week.

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