Regulatory Pressures And Silver Trends Will Shape Mining Prospects

Published
09 Mar 25
Updated
08 Aug 25
AnalystConsensusTarget's Fair Value
UK£13.50
28.5% overvalued intrinsic discount
08 Aug
UK£17.35
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1Y
219.5%
7D
14.1%

Author's Valuation

UK£13.5

28.5% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on29 Jul 25
Fair value Increased 29%

Fresnillo’s consensus price target has been substantially increased, driven by higher expected revenue growth and a notably lower future P/E, resulting in a fair value lift from £10.50 to £12.90. What's in the News Fresnillo reaffirmed production guidance for 2025-2027, with 2025 silver output expected at 49.0–56.0 moz, gold at 525–580 koz, lead at 56–62 kt, and zinc at 93–103 kt; guidance unchanged for 2026 and 2027.

Shared on01 May 25
Fair value Increased 7.81%

AnalystConsensusTarget has increased revenue growth from 0.4% to 0.6%.

Shared on23 Apr 25
Fair value Increased 9.93%

AnalystConsensusTarget has increased revenue growth from -0.2% to 0.4%.

Shared on09 Apr 25
Fair value Increased 1.26%

AnalystConsensusTarget has increased revenue growth from -1.5% to -0.2%.

Shared on02 Apr 25
Fair value Increased 3.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.12%

AnalystConsensusTarget has decreased revenue growth from -1.0% to -1.5%.

Shared on12 Mar 25
Fair value Decreased 22%

AnalystConsensusTarget has decreased revenue growth from 0.8% to -1.0% and decreased profit margin from 21.1% to 17.4%.