Dec 22, 2025 • Simply Wall Street
SOMEWHAT-BEARISH
Will ERGO Strike Over Wages and Profit Sharing Change DRDGOLD's (DRD) Narrative?
A strike by the National Union of Mineworkers and the Association of Mineworkers and Construction Union began on December 18, 2025, at DRDGOLD's ERGO operations due to failed wage and profit-sharing talks. This labor dispute introduces uncertainty regarding DRDGOLD's operational performance and could impact its investment narrative, potentially affecting earnings and dividend expectations. The long-term impact will depend on the duration of the strike.
Dec 22, 2025 • Simply Wall Street
NEUTRAL
Will ERGO Strike Over Wages and Profit Sharing Change DRDGOLD's (DRD) Narrative?
DRDGOLD (DRD) is facing strike action at its ERGO operations, initiated by the National Union of Mineworkers and the Association of Mineworkers and Construction Union over failed wage and profit-sharing talks. This strike, which began on December 18, 2025, could impact the company's operational performance, potentially challenging DRDGOLD's investment narrative which relies on strong earnings momentum and dividends. Investors are now left to weigh the potential short-term disruption against the long-term thesis for the gold mining company.
Dec 21, 2025 • Simply Wall Street
SOMEWHAT-BULLISH
DRDGOLD (NYSE:DRD): Assessing Valuation as ERGO Strike Action Raises Operational and Earnings Risks
DRDGOLD (NYSE:DRD) is facing strike action at its ERGO operations, raising concerns about near-term output and margins despite a strong year-to-date share price return of 246.34%. The company screens as undervalued with a 20.2x price-to-earnings ratio, below industry averages and showing a 48.1% discount to its estimated fair value based on Simply Wall St's DCF model. Investors are weighing this apparent undervaluation and robust cash generation against the operational risks posed by the strike.
Dec 19, 2025 • Simply Wall Street
BULLISH
Is DRDGOLD’s Surging 261.5% Rally in 2025 Still Supported by Fundamentals?
DRDGOLD has seen a significant rally of 261.5% over the past year, driven by strong sentiment around gold producers. Despite this surge, Simply Wall St's valuation framework suggests the company is still undervalued, with a Discounted Cash Flow (DCF) analysis indicating a 48.1% discount and its Price-to-Earnings (PE) ratio also suggesting remaining value. Investors can use "Narratives" to create personalized valuations based on their own forecasts for the company.
Dec 19, 2025 • Stock Titan
SOMEWHAT-BULLISH
DRDGOLD (NYSE: DRD) exits Stellar Energy and secures 76GWh renewable supply
DRDGOLD Limited has sold its 100% interest in Stellar Energy Solutions Proprietary Limited to NOA Group Assets Proprietary Limited for R147.5 million, with implementation set for December 23, 2025. Concurrently, DRDGOLD secured a renewable electricity supply agreement with NOA Group for 76GWh per year starting January 2028, aligning with its Vision 2028 strategy and carbon reduction goals. This transaction allows DRDGOLD to monetize its Stellar Project investment while ensuring long-term renewable energy supply.
Dec 19, 2025 • marketscreener.com
BULLISH
DRDGOLD disposes 100% interest in Stellar Energy for R147.5 mln
DRDGOLD announced the sale of its entire stake in Stellar Energy for R147.5 million. The article was published on December 19, 2025, at 12:10 pm EST, and is reserved for members of MarketScreener.