RISK WATCHSeekingAlpha • 8d ago
Lithium Junior Miners News For The Month Of October 2026Lithium market update: falling spot prices, demand set to triple by 2050, and key miner milestones. Read here for more details.
Why SBSW Stock advanced +1.75% Today — RQD Quant Desk Flash
$8.74 +1.75% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot)
EXT / AFTER-HRS: $8.75
D/B/A Sibanye-Stillwater Limited ADS (SBSW) carries a Roarable Rating of D+ (Sell) with 52/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
ROARABLE D+ • SELL / AVOID
Cap $6.08B
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Is SBSW stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
▼
As of 2026-11-03, D/B/A Sibanye-Stillwater Limited ADS (NYSE: SBSW) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 52/100 at a spot price of $8.74 (+1.75% 1D, market cap $6.08B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 4/20, SEC Balance-Sheet Forensics 16/20, FRED Macro Regime Fit 8/20, and Executive Insider Alignment 12/20. Across 270 tracked Materials issuers, SBSW ranks #83 in composite RQD confidence.
✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does SBSW compare to BTG and OR in the Materials sector?
▼
Within the Materials sector (Precious Metals), SBSW carries a Roarable D+ (52/100 RQD), trailing P/E of 32.8x, gross margin of —, and ROIC of 9.9%. By comparison, BTG (B2Gold Corp (Canada)) holds a D+ grade (56/100 RQD, P/E 32.8x, ROIC 9.9%, cap $6.08B) and OR (OR Royalties Inc.) posts a D grade (46/100 RQD, P/E N/A, ROIC —, cap $5.97B). Among the 5-stock peer group, SSRM leads on earnings multiple (14.6x) while SSRM leads on capital efficiency (12.0% ROIC).
✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for SBSW?
▼
For D/B/A Sibanye-Stillwater Limited ADS (SBSW), key quantitative strengths include Clean SEC annual filing review with no major hidden accounting time-bombs and sector rank #83 in Materials, while primary risk factors center on Sensitive to high interest rates and tighter Federal Reserve market liquidity and implied 5-year growth hurdle of 25.3%/yr. Institutional options positioning shows a 50% call / 50% put premium split.
✓ Pre-computed one-to-many AI Quant brief
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INTERACTIVE SCENARIO DECK:
EXT / AFTER-HRS: $8.75 (+0.13%)🧬 Cannibal Buyback (-1.24% YoY Shares)⚙️ Cash Engine: 12/20 (C-) • 3.4% FCF Margin
Verify 90D Bucket Audit →📊 Historical Track Record: Scores of 52/100 (D+) historically posted market-perform odds over rolling 90-day windows (-1.1% avg 90D alpha vs SPY • 50.1% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →RQD QUANT TACHOMETERSELL / AVOID • D+
Quant Analyst Panel Split (Battleground)
Cash
SEC
Whale
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
5-PILLAR RQD RADARRw D · Rk C-
Each axis scored 0–20
12M PRICE TARGET CONE-2.7% Base Target
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for SBSW)Realized 20D OHLCV Swing Band: ±7%
Deterministic 5-Pillar Attribution (52/100 Composite)
🔍 WHY SBSW SCORES 52/100 (D+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+16/20 pts (31% of score)
Altman Z-Score 3.74 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 8/9
▲ #2 Bullish Driver: Cash Engine Quality+12/20 pts (23% of score)
SEC XBRL Trailing 12 Months: 3.4% FCF Margin ($134.3M FCF) & 52% Gross Margin
▼ #1 Drag / Risk Factor: Whale & Options Positioning4/20 pts (-16 pt drag)
Put hedging (50% put share) caps near-term gamma upside (-16 pts vs max)
📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)Grade C$9.42+3.7% Next Q
60
Q2 (-2Q)Grade C$9.77-3.7% Next Q
57
Q3 (-1Q)Grade C$9.41-7.1% Next Q
55
CurrentGrade D+$8.74-1.1% Hist 90D α
52
Trajectory: C (60) → D+ (52)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER
⚔️ Adversarial Opposing Case: What Could Spark a SBSW Turnaround Squeeze
While SBSW currently carries a cautious 52/100 (D+) rating due to Whale & Options Positioning (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.
🚀 Contrarian Squeeze Trigger #1
Clean SEC annual filing review with no major hidden accounting time-bombs.
🚀 Contrarian Squeeze Trigger #2
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($10.66) and Max Pain ($9.18) forces dealer call-delta covering toward $22.35.
🚀 Contrarian Squeeze Trigger #3
Forensic Repair Trigger: Halting share dilution (Cannibal Buyback (-1.24% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.
🎲 LIVE PREDICTION MARKET ODDS TIED TO $SBSW• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “SBSW Beats Next Quarter EPS Consensus (Upcoming Quarter) & Holds Above 200D SMA”
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →
Why SBSW Stock advanced +1.75% Today — RQD Quant Desk Flash
D/B/A Sibanye-Stillwater Limited ADS (SBSW) advanced +1.75% to $8.74, trading at 6% of its 52-week range ($7.87 – $21.29). Stretched risk/reward at 33x P/E (10% return on capital) under elevated 10-year interest-rate pressure.
- ▸Technical Tape: Trading at 6% of its 52-week range ($7.87 – $21.29) with RSI-14 at 34.5 (NEUTRAL RANGE).
- ▸Volatility Profile: Historical 20-day realized swing band of ±7% around $8.74 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable D+ (Sell) backed by 52% gross margin and $134.3M annual free cash flow.
Live SBSW Headlines & Catalysts
MARKET WIREYahoo • 15d ago
BHP to Sell Few Nickel Assets: What's Next for Its Nickel Business?BHP agrees to sell its Kambalda Nickel Concentrator to Gold Fields as it restructures its Western Australia nickel business, with remaining asset decisions due by February 2027.
CATALYSTYahoo Finance • 27d ago
Sibanye Stillwater (JSE:SSW) Stock Gets Fair Value Bump As Analysts Weigh Growth And RisksThe fair value estimate for Sibanye Stillwater has shifted from ZAR49.77 to ZAR52.19, signalling a modest reset in how analysts frame the long term potential of the stock. This adjustment comes as recent research balance
MARKET WIREYahoo Finance • 43d ago
Sibanye Stillwater Ltd. (SBSW) Fell 29.3% in Q2: Why the Stock Could Be Worth WatchingKopernik Global Investors recently released its “Global All-Cap Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund faced a difficult investment environment in the second quar
CATALYSTYahoo Finance • 46d ago
Sibanye Stillwater Ltd's Dividend AnalysisThis article first appeared on GuruFocus. Sibanye Stillwater Ltd (NYSE:SBSW) recently announced a total dividend of $0.5 per share, with the ex-dividend date set for 2026-09-18. For value investors, the ex-dividend date
CATALYSTYahoo Finance • 55d ago
Sibanye Stillwater’s (SBSW) Record Half Comes With Strings AttachedOn September 1, Sibanye Stillwater (NYSE:SBSW) reported figures that would have seemed unthinkable a year earlier. Revenue jumped 64% to R90 billion ($5.5 billion), and headline earnings per share rocketed 216% to R6.01
CATALYSTYahoo Finance • 56d ago
Sibanye Stillwater (SBSW) Q2 2026 Earnings Call TranscriptHigher commodity prices lifted revenue and cash flow to record levels.
CATALYSTYahoo Finance • 63d ago
Sibanye Stillwater Ltd (SBSW) (H1 2026) Earnings Call Highlights: Record EBITDA and Debt ...Strong commodity prices and operational stability drive record revenue and a doubled EBITDA, while management navigates safety incidents and strategic shifts in the US.
CATALYSTYahoo Finance • 73d ago
Sibanye Stillwater (JSE:SSW) Stock Fair Value Edges Higher As Analysts Back Organic GrowthThe ZAR fair value estimate for Sibanye Stillwater is now ZAR49.77 compared with the prior ZAR47.27, which points to a modest uplift in the modelled price target. Analysts link this change to a mixed but constructive vie
RISK WATCHYahoo Finance • 87d ago
Sibanye Stillwater (JSE:SSW) Stock Fair Value Falls After Mixed Analyst RevisionsThe fair value estimate for Sibanye Stillwater has been reset from ZAR65.41 to ZAR47.27 as analysts refresh their price targets. Recent research points to a more balanced stance, with positive views on long term portfoli
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk
Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring SBSW)
- ✓Walkthrough of SBSW's RQD Radar, SEC cash-conversion gap & downside invalidation levels
- ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
- ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
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SBSW // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -25.55%🛡️ HOLDING TREND SUPPORT
2026-11-03O $9.24H $9.24L $8.59C $8.74VOL 7.09M
RES: $13.13SUP: $8.43SMA50: $10.66SMA200: $11.91
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
SBSW Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Share Count & Dilution Monitor
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
Reverse-DCF Expectations Hurdle
25.3%/yr Implied 5Y Growth
vs. +11.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
Ellis Vennor Setup Ledger
No active Ellis Vennor swing setup published on SBSW today. View full Setup Ledger →
🦋 Documented & Second-Order Butterfly Connections
Open Graph →
No direct multi-tier Butterfly edges indexed yet for SBSW. Explore sector supply chains on /butterfly.
AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for SBSW today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (SBSW)
Materials Rank #83 of 270
⚔️ BTG vs SBSW Full Matrix →
1. Head-to-Head Materials Peer Comparison (SBSW vs. BTG, OR, TFPM, SSRM)
Industry: Precious Metals (74 Tracked Issuers)Across 270 tracked Materials securities in the Roarable RQD universe, D/B/A Sibanye-Stillwater Limited ADS (SBSW) ranks #83 by composite RQD confidence (52/100, grade D+) and #59 by equity capitalization ($6.08B). Within this direct 5-issuer industry benchmark cohort, SSRM leads on earnings valuation at 14.6x trailing P/E, while SSRM leads on capital efficiency and profitability with 12.0% ROIC and — gross margin. SSRM currently holds the highest overall quantitative score in the immediate peer group at 60/100 (C-) compared with SBSW at 52/100 (D+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| SBSW
ACTIVE
D/B/A Sibanye-Stillwater Limited ADS | D+ | 52/100 | 32.8x | — | 9.9% | +1.75% | $6.08B | Benchmark Subject |
| BTG B2Gold Corp (Canada) | D+ | 56/100 | 32.8x | — | 9.9% | +3.70% | $6.08B | /btg-vs-sbsw → |
| OR OR Royalties Inc. | D | 46/100 | — | — | — | +3.02% | $5.97B | /or-vs-sbsw → |
| TFPM Triple Flag Precious Metals Corp. | D | 45/100 | — | — | — | +2.63% | $5.81B | /tfpm-vs-sbsw → |
| SSRM SSR Mining Inc. | C- | 60/100 | 14.6x | — | 12.0% | +0.98% | $5.40B | /ssrm-vs-sbsw → |
2. SBSW Fundamental Profitability, Capital Efficiency & Balance-Sheet Forensics
TRAILING 12M & FORWARD QUANTITATIVE SNAPSHOTD/B/A Sibanye-Stillwater Limited ADS (SBSW) operates in Precious Metals (Materials) with an equity capitalization of $6.08B, trailing P/E of 32.8x, forward P/E of 30.5x, and EV/EBITDA of 21.0x. Operating profitability registers a gross margin of —, operating margin of 13.9%, net profit margin of 10.9%, ROIC of 9.9%, and free cash flow yield of 2.21%, alongside an Altman Z-Score of 3.74 and Piotroski F-Score of 8/9.
3. SBSW Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs SBSW stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-03, D/B/A Sibanye-Stillwater Limited ADS (NYSE: SBSW) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 52/100 at a spot price of $8.74 (+1.75% 1D, market cap $6.08B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 4/20, SEC Balance-Sheet Forensics 16/20, FRED Macro Regime Fit 8/20, and Executive Insider Alignment 12/20. Across 270 tracked Materials issuers, SBSW ranks #83 in composite RQD confidence.
How does SBSW compare to BTG and OR in the Materials sector?
Within the Materials sector (Precious Metals), SBSW carries a Roarable D+ (52/100 RQD), trailing P/E of 32.8x, gross margin of —, and ROIC of 9.9%. By comparison, BTG (B2Gold Corp (Canada)) holds a D+ grade (56/100 RQD, P/E 32.8x, ROIC 9.9%, cap $6.08B) and OR (OR Royalties Inc.) posts a D grade (46/100 RQD, P/E N/A, ROIC —, cap $5.97B). Among the 5-stock peer group, SSRM leads on earnings multiple (14.6x) while SSRM leads on capital efficiency (12.0% ROIC).
What are the biggest fundamental strengths and SEC risk factors for SBSW?
For D/B/A Sibanye-Stillwater Limited ADS (SBSW), key quantitative strengths include Clean SEC annual filing review with no major hidden accounting time-bombs and sector rank #83 in Materials, while primary risk factors center on Sensitive to high interest rates and tighter Federal Reserve market liquidity and implied 5-year growth hurdle of 25.3%/yr. Institutional options positioning shows a 50% call / 50% put premium split.
Where is SBSW trading relative to its 50-day, 200-day, and 52-week technical levels?
SBSW last traded at $8.74 (+1.75% on volume of 4,334,826 shares), positioning the stock -18.01% below its 50-day simple moving average ($10.66) and -26.62% below its 200-day simple moving average ($11.91). Across its 52-week range of $7.87 to $21.29, SBSW sits at the 6.5% percentile with a 14-day RSI of 34.5 (NEUTRAL RANGE) and an implied next-earnings move of ±7.0% ($8.13 to $9.35).
ROARABLE RATING BRIEF • RQD 52/100 (D+)
✓ SEC XBRL & RQD VERIFIED
SBSW — D/B/A Sibanye-Stillwater Limited ADS: What the Facts Mean to a Prospective Investor
Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2026-11-03
1. Roarable Rating Brief: What This Means to a Prospective Investor
D/B/A Sibanye-Stillwater Limited ADS (SBSW) earns a live Roarable RQD composite score of 52/100, corresponding to a D+ letter grade (Roarable Sell) at a spot price of $8.74 (+1.75% 1D, market capitalization $6.08B).
- Fundamental Cash Engine (12/20): Anchored by return on invested capital (ROIC) of 9.9%, gross margin of —, operating margin of 13.9%, and free cash flow yield of 2.21%.
- Whale 13F & Options Flow (4/20) + Insider Conviction (12/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
- Macro Regime Fit (8/20) + Forensic Balance Sheet (16/20): Incorporates a 0.89x equity beta, Altman Z-Score of 3.74, Piotroski F-Score of 8/9, and Debt/Equity of 0.39x.
2. Business Model, Unit Margins & SEC Financial Trajectory
D/B/A Sibanye-Stillwater Limited ADS is a NYSE-listed issuer classified in the Materials sector and Precious Metals industry,. Customer, product, and revenue-model details are — The profile confirms a market capitalization of $6.5B.
3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff
- 🐂 Primary Bull Case (D+ • RQD 52/100): Clean SEC annual filing review with no major hidden accounting time-bombs. Free cash flow yield of 2.21% and institutional whale pillar of 4/20. With Fundamental Cash Engine at 12/20 and Institutional Whale Flow at 4/20, sustained execution supports upside toward the upper end of the $7.87 – $21.29 52-week range.
- 🐻 Primary Bear Case & Valuation Risk: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Investors must weigh 32.8x trailing P/E and 21.0x EV/EBITDA against 13.9% operating margins and a 0.89x macro beta.
4. 2nd-Order Butterfly Ripples & Key Questions to Watch
Operating in Precious Metals (Materials), SBSW carries a macro regime beta of 0.89 and gross margin of —.
- Key Question #1: Can SBSW sustain or expand its 13.9% operating margin and 9.9% ROIC against Precious Metals peers over the next 4 quarters?
- Key Question #2: Will free cash flow conversion (2.21% FCF yield) strengthen balance-sheet liquidity (Altman Z-Score 3.74) toward the $21.29 52-week high?
- Key Question #3: How sensitive is SBSW's 30.5x forward P/E multiple to Materials capital spending cycles and macro interest-rate shifts (Beta 0.89x)?
SBSW Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for D/B/A Sibanye-Stillwater Limited ADS (SBSW) • Click "Debate This Headline" to argue it in the Roar Pit below
🔴 RISK WATCH SeekingAlpha • 8d ago
Lithium Junior Miners News For The Month Of October 2026 Lithium market update: falling spot prices, demand set to triple by 2050, and key miner milestones. Read here for more details.
🟡 MARKET WIRE Yahoo • 15d ago
BHP to Sell Few Nickel Assets: What's Next for Its Nickel Business? BHP agrees to sell its Kambalda Nickel Concentrator to Gold Fields as it restructures its Western Australia nickel business, with remaining asset decisions due by February 2027.
🟢 CATALYST Yahoo Finance • 27d ago
Sibanye Stillwater (JSE:SSW) Stock Gets Fair Value Bump As Analysts Weigh Growth And Risks The fair value estimate for Sibanye Stillwater has shifted from ZAR49.77 to ZAR52.19, signalling a modest reset in how analysts frame the long term potential of the stock. This adjustment comes as recent research balance
🟡 MARKET WIRE Yahoo Finance • 43d ago
Sibanye Stillwater Ltd. (SBSW) Fell 29.3% in Q2: Why the Stock Could Be Worth Watching Kopernik Global Investors recently released its “Global All-Cap Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund faced a difficult investment environment in the second quar
🟢 CATALYST Yahoo Finance • 46d ago
Sibanye Stillwater Ltd's Dividend Analysis This article first appeared on GuruFocus. Sibanye Stillwater Ltd (NYSE:SBSW) recently announced a total dividend of $0.5 per share, with the ex-dividend date set for 2026-09-18. For value investors, the ex-dividend date
🟢 CATALYST Yahoo Finance • 55d ago
Sibanye Stillwater’s (SBSW) Record Half Comes With Strings Attached On September 1, Sibanye Stillwater (NYSE:SBSW) reported figures that would have seemed unthinkable a year earlier. Revenue jumped 64% to R90 billion ($5.5 billion), and headline earnings per share rocketed 216% to R6.01
🟢 CATALYST Yahoo Finance • 56d ago
Sibanye Stillwater (SBSW) Q2 2026 Earnings Call Transcript Higher commodity prices lifted revenue and cash flow to record levels.
🟢 CATALYST Yahoo Finance • 63d ago
Sibanye Stillwater Ltd (SBSW) (H1 2026) Earnings Call Highlights: Record EBITDA and Debt ... Strong commodity prices and operational stability drive record revenue and a doubled EBITDA, while management navigates safety incidents and strategic shifts in the US.
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE
3 Active Posts & Replies
SBSW Bull vs. Bear Conversation Board — What's Your Call at $8.74?
🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON SBSW 🐻 33% BEARISH CONVICTION
AL AlphaFlow_Cap RQD DEBATE OPENER • Verified $100K Arena Trader 🐂 BULLISH
🎯 Target: $10.57 (+23.1%)
📌 Pinned Debate Forensic balance sheet scores 16 of 20 with an Altman Z of 3.74, a Piotroski F of 8/9, and Debt/Equity of 0.39.
The street is overcomplicating D/B/A Sibanye-Stillwater Limited ADS (SBSW). Forensic balance sheet scores 16 of 20 with an Altman Z of 3.74, a Piotroski F of 8/9, and Debt/Equity of 0.39.. With an RQD score of 52/100 (D+) and Forensic Balance Sheet at 16/20, any positive earnings surprise or guidance raise forces underweight funds to chase above $9.28.
EarningsSniper 🐂 BULL
@MeanReversion_88 Shorting a 4/20 institutional whale-flow stock at $8.59 is dangerous when funds are rotating into Materials.
ME MeanReversion_88 RQD DEBATE OPENER • Quantitative Statistical Arb 🐻 BEARISH
🎯 Target: $6.44 (-25.0%)
Spot @ $8.59 Whale 13F flow scores only 4 of 20, and the trailing P/E of 32.8 sits against an FCF yield of just 2.21%.
Sitting on the sidelines or leaning short SBSW above $8.59. Whale 13F flow scores only 4 of 20, and the trailing P/E of 32.8 sits against an FCF yield of just 2.21%.. Until Fundamental Cash Engine (12/20) and FCF yield (2.21%) inflect higher, upside is capped near $21.29.