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African Rainbow Minerals Community
JSE:ARI Community
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African Rainbow Minerals
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Undervalued
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African Rainbow Minerals
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AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Phased Bokoni Expansion And Water Strategies At Khumani Will Ensure Future Stability
Key Takeaways Strategic project expansions, phased production increases, and cost optimizations at Bokoni hinge on favorable PGM prices, aiming for higher revenues and improved margins. Reallocating capital through asset sales and phasing out costly operations enhance financial flexibility, operational efficiency, and margin improvements.
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R197.33
FV
4.8% undervalued
intrinsic discount
15.42%
Revenue growth p.a.
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Your Valuation for
ARI
ARI
African Rainbow Minerals
Your Fair Value
R
Current Price
R187.77
13.2% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-2b
23b
2015
2018
2021
2024
2025
2027
2030
Revenue R22.8b
Earnings R6.7b
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