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Fresnillo Community
LSE:FRES Community
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Fresnillo
RO
RockeTeller
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If silver reaches $100 per oz
To calculate the potential stock price of Fresnillo if silver reaches $100 per oz, we can follow these steps: ### Assumptions and Inputs 1. Annual Silver Production: 55 million oz (projected for 2025).
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UK£35.00
FV
51.4% undervalued
intrinsic discount
46.11%
Revenue growth p.a.
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11 months ago
author updated this narrative
Fresnillo
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Rising Costs And Delays Will Hamper Orisyvo And Guanajuato Sur
Key Takeaways Persistent permitting delays, rising costs, and regulatory hurdles threaten project delivery, compress margins, and delay growth across Fresnillo's mine portfolio. Weakening ore grades, declining metal demand, and political risks undermine profitability, placing long-term pressure on revenues and future shareholder returns.
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UK£9.20
FV
85.0% overvalued
intrinsic discount
-5.41%
Revenue growth p.a.
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2 days ago
author updated this narrative
Fresnillo
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Rising Silver And Renewable Energy Demand Will Unlock New Horizons
Key Takeaways Strong cost controls and rapid project development could drive higher margins, profits, and faster output growth than market expectations. Leadership in silver and gold, ESG advancements, and financial discipline position Fresnillo for premium valuation and robust shareholder returns.
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UK£20.50
FV
17.0% undervalued
intrinsic discount
1.02%
Revenue growth p.a.
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3 days ago
author updated this narrative
Fresnillo
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Regulatory Pressures And Silver Trends Will Shape Mining Prospects
Key Takeaways Reliance on high precious metal prices and ambitious growth projects may be overvalued as structural shifts and operational risks challenge future revenue and production forecasts. Increasing regulatory, environmental, and geopolitical pressures threaten to raise costs and disrupt operations, putting medium-term margins and profit stability under strain.
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UK£13.50
FV
26.0% overvalued
intrinsic discount
-4.53%
Revenue growth p.a.
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4 days ago
author updated this narrative
Your Valuation for
FRES
FRES
Fresnillo
Your Fair Value
UK£
Current Price
UK£17.01
90.3% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
4b
2015
2018
2021
2024
2025
2027
2030
Revenue US$3.2b
Earnings US$373.6m
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