Will ERGO Strike Over Wages and Profit Sharing Change DRDGOLD's (DRD) Narrative?

Simply Wall St.12-22 10:13

DRDGOLD recently reported that strike action, led by the National Union of Mineworkers and the Association of Mineworkers and Construction Union, began on 18 December 2025 at its ERGO operations after...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2593103452?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/2053000-choice1-main-header/1585186555515","is_english":true,"pubTime":"2025-12-22 10:13","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2593103452","market":"hk","top_or_hot":-1,"title":"Will ERGO Strike Over Wages and Profit Sharing Change DRDGOLD's (DRD) Narrative?","media":"Simply Wall St.","content":"<div>\n<p>DRDGOLD recently reported that strike action, led by the National Union of Mineworkers and the Association of Mineworkers and Construction Union, began on 18 December 2025 at its ERGO operations after...</p>\n\n<a href=\"https://simplywall.st/stocks/us/materials/nyse-drd/drdgold/news/will-ergo-strike-over-wages-and-profit-sharing-change-drdgol\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will ERGO Strike Over Wages and Profit Sharing Change DRDGOLD's (DRD) Narrative?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill ERGO Strike Over Wages and Profit Sharing Change DRDGOLD's (DRD) Narrative?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-22 10:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/materials/nyse-drd/drdgold/news/will-ergo-strike-over-wages-and-profit-sharing-change-drdgol><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DRDGOLD recently reported that strike action, led by the National Union of Mineworkers and the Association of Mineworkers and Construction Union, began on 18 December 2025 at its ERGO operations after...</p>\n\n<a href=\"https://simplywall.st/stocks/us/materials/nyse-drd/drdgold/news/will-ergo-strike-over-wages-and-profit-sharing-change-drdgol\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ERGO","symbol_name":"Entia Biosciences Inc.","start_time":0,"source_url":"https://simplywall.st/stocks/us/materials/nyse-drd/drdgold/news/will-ergo-strike-over-wages-and-profit-sharing-change-drdgol","article_id":"2593103452","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/2053000-choice1-main-header/1585186555515"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/materials/nyse-drd/drdgold/news/will-ergo-strike-over-wages-and-profit-sharing-change-drdgol","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2593103452","pubTimestamp":1766369582,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"DRDGOLD recently reported that strike action, led by the National Union of Mineworkers and the Association of Mineworkers and Construction Union, began on 18 December 2025 at its ERGO operations after wage and profit‑sharing talks failed.\nWhile the company has put contingency plans in place to limit disruption, management has cautioned that reduced throughput could still weigh on operational performance until a resolution is reached.\nWe’ll now examine how the wage and profit‑sharing dispute,...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"ERGO":"Entia Biosciences Inc.","DRD":"DRDGOLD Ltd ADS","BK4017":"黄金","BK4183":"个人用品"},"translate_title":"ERGO关于工资和利润分享的罢工会改变DRDGOLD(DRD)的叙述吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DRD":1.5,"ERGO":1.5},"content_text":"DRDGOLD recently reported that strike action, led by the National Union of Mineworkers and the Association of Mineworkers and Construction Union, began on 18 December 2025 at its ERGO operations after wage and profit‑sharing talks failed. While the company has put contingency plans in place to limit disruption, management has cautioned that reduced throughput could still weigh on operational performance until a resolution is reached. We’ll now examine how the wage and profit‑sharing dispute, and the potential impact on ERGO’s output, shapes DRDGOLD’s investment narrative. AI is about to change healthcare. These 29 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.What Is DRDGOLD's Investment Narrative?For someone looking at DRDGOLD, the core belief is that a focused tailings retreatment business with high returns on equity and solid recent earnings momentum can keep translating throughput into cash, even as individual quarters remain noisy. The big near term catalysts had largely centred on confirming the strong EPS guidance for 2025 and the upcoming February 2026 results, while the valuation gap to some fair value estimates and DRDGOLD’s history of paying dividends added to the appeal. The ERGO strike now sits squarely in the middle of that story. If it drags on, it could temporarily pressure volumes and margins at the very asset investors rely on to support those earnings and dividends. If it proves short lived, the longer term thesis may be mostly unchanged. However, the labour dispute at ERGO could reshape expectations faster than many investors realise.\n\nDespite retreating, DRDGOLD's shares might still be trading 48% above their fair value. Discover the potential downside here.Exploring Other PerspectivesDRD 1-Year Stock Price Chart Seven Simply Wall St Community fair value views range widely from about ZAR11 to ZAR74, underlining how differently people are pricing DRDGOLD’s future. Set that against the fresh uncertainty from the ERGO strike and you have a stock where beliefs about operational resilience and labour risk can drive sharply diverging performance expectations.Explore 7 other fair value estimates on DRDGOLD - why the stock might be worth over 2x more than the current price!Build Your Own DRDGOLD NarrativeDisagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your DRDGOLD research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.Our free DRDGOLD research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate DRDGOLD's overall financial health at a glance.No Opportunity In DRDGOLD?Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:Outshine the giants: these 24 early-stage AI stocks could fund your retirement.We've found 12 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.Uncover the next big thing with financially sound penny stocks that balance risk and reward.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.The New Payments ETF Is Live on NASDAQ:Money is moving to real-time rails, and a newly listed ETF now gives investors direct exposure. Fast settlement. Institutional custody. Simple access.Explore how this launch could reshape portfoliosSponsored ContentNew: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2593103452","isCrawlerRequest":true}