Sibanye-Stillwater CEO-designate Richard Stewart told investors last month he has no plans to change the miner’s strategy. Having been with Sibanye-Stillwater for a decade — he was appointed three years after the company was founded by Neal Froneman — he participated in the key strategy decisions of diversifying production and geography.

We’ve seen this picture before though. Last year Duncan Wanblad upended the strategy of his forerunner at Anglo American, Mark Cutifani — much to the latter’s chagrin. In 2011, Gold Fields CEO Nick Holland sold the South African firm’s West Rand mines Driefontein and Kloof, dismantling plans of the Gencor-Gold Fields merger. In both cases, a combination of market and internal financial pressures forced the hands of the incumbents...

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