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06
August 2025
Schalk Louw: Business Day TV, 6 August 2025
Schalk Louw, Wealth Manager
Wealth
On the August 6th edition of Business Day TV, Schalk Louw named Valterra Platinum his stock pick of the day, citing its undervaluation and strong fundamentals.
To discover how Schalk can support your financial goals, visit Old Oaks’s website and get in touch today
Despite a challenging 2024 and softer production, Valterra Platinum has delivered a 58% YTD performance in 2025—lagging behind peers like Sibanye (+162%), Northern Platinum (+122%), and Impala (+94%).
He emphasized that this lag is not due to poor quality but rather a stock overhang from the Anglo American unbundling.
With well-managed assets and high-quality metals, Valterra Platinum presents a compelling entry point into the PGM space amid ongoing market repricing.
You can listen to the full recording here:
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