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Pan African Resources PLCInforme acción LSE:PAF

Capitalización bursátil UK£2.8b
Precio de las acciones
UK£1.40
UK£1.71
18.4% infravalorado descuento intrínseco
1Y214.9%
7D-4.1%
Valor de la cartera
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Pan African Resources PLC

Informe acción LSE:PAF

Capitalización de mercado: UK£2.8b

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CA$5.07FV 68.0% infravalorado descuento intrínseco
4849.4%Revenue growth p.a.
13.5k
37
1
271
2mo ago

Competidores de Pan African Resources PLC

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Pan African Resources
Precios históricos de las acciones
Precio actual de la acciónUK£1.40
Máximo en las últimas 52 semanasUK£1.90
Mínimo de 52 semanasUK£0.43
Beta0.85
Cambio en 1 mes-5.49%
Variación en 3 meses5.66%
Cambio de 1 año214.95%
Variación en 3 años599.80%
Variación en 5 años639.05%
Variación desde la OPV3,890.86%

Noticias y actualizaciones recientes

PAF: Cautious Repricing And Earnings Quality Will Shape Future Re Rating Potential

Analysts have reduced their price target on Pan African Resources by £0.09 to £1.81, citing updated assumptions that include a slightly higher discount rate and a modestly higher forward P/E multiple, while keeping fair value broadly unchanged. Analyst Commentary Recent research points to a more cautious stance on Pan African Resources, with price targets adjusted to £1.81 while ratings are maintained.

PAF: Production Delivery And Higher Quality Earnings Will Support Re Rating Potential

Analysts have trimmed their fair value estimate for Pan African Resources from about £1.75 to roughly £1.71 per share, reflecting a slightly higher discount rate, modestly softer revenue growth assumptions and a lower projected profit margin, even though the future P/E expectation edges up. Analyst Commentary Recent Street research on Pan African Resources points to a mix of optimism and caution, with price targets adjusted and underlying assumptions refined rather than completely overhauled.

PAF: Production Delivery And Earnings Momentum Will Support Re Rating Potential

Analysts have slightly trimmed their fair value estimate for Pan African Resources, reflecting a modest reduction in the price target to £1.81 from £1.90, as they factor in updated assumptions for discount rate, growth and profitability. Analyst Commentary Bullish Takeaways Bullish analysts still see upside potential to their revised £1.81 fair value, suggesting that, despite a slightly lower target, the shares are not viewed as fully pricing in the company’s execution prospects.

Recent updates

PAF: Cautious Repricing And Earnings Quality Will Shape Future Re Rating Potential

Analysts have reduced their price target on Pan African Resources by £0.09 to £1.81, citing updated assumptions that include a slightly higher discount rate and a modestly higher forward P/E multiple, while keeping fair value broadly unchanged. Analyst Commentary Recent research points to a more cautious stance on Pan African Resources, with price targets adjusted to £1.81 while ratings are maintained.

PAF: Production Delivery And Higher Quality Earnings Will Support Re Rating Potential

Analysts have trimmed their fair value estimate for Pan African Resources from about £1.75 to roughly £1.71 per share, reflecting a slightly higher discount rate, modestly softer revenue growth assumptions and a lower projected profit margin, even though the future P/E expectation edges up. Analyst Commentary Recent Street research on Pan African Resources points to a mix of optimism and caution, with price targets adjusted and underlying assumptions refined rather than completely overhauled.

PAF: Production Delivery And Earnings Momentum Will Support Re Rating Potential

Analysts have slightly trimmed their fair value estimate for Pan African Resources, reflecting a modest reduction in the price target to £1.81 from £1.90, as they factor in updated assumptions for discount rate, growth and profitability. Analyst Commentary Bullish Takeaways Bullish analysts still see upside potential to their revised £1.81 fair value, suggesting that, despite a slightly lower target, the shares are not viewed as fully pricing in the company’s execution prospects.

PAF: Index Additions And Production Delivery Will Support Balanced Re Rating Expectations

Analysts have lifted their fair value estimate for Pan African Resources from £1.64 to £1.78, reflecting revised assumptions that combine a slightly higher discount rate with lower revenue growth, stronger profit margin expectations and a modestly lower future P/E multiple. What's in the News A special shareholders meeting is scheduled for 26 March 2026 in London to consider company matters, including proposed changes to governance documents (company announcement).

PAF: Index Additions And Production Delivery Will Support Measured Re Rating Potential

Analysts have raised their price target for Pan African Resources to £1.64 from £1.50, citing updated assumptions related to fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News Special or extraordinary shareholders meeting scheduled for 26 March 2026 in London, with the meeting to be held at the offices of Druces LLP (Special/Extraordinary Shareholders Meeting).

If EPS Growth Is Important To You, Pan African Resources (LON:PAF) Presents An Opportunity

Feb 10
If EPS Growth Is Important To You, Pan African Resources (LON:PAF) Presents An Opportunity

PAF: Index Inclusions Will Support Future Re-Rating Potential

Narrative Update on Pan African Resources Analysts have raised their fair value estimate for Pan African Resources from £1.30 to £1.50, citing updated assumptions for revenue, profit margins and the future P/E multiple that collectively support a higher price target. What’s in the News Pan African Resources reported gold production of 128,296oz for the six months ended December 31, 2025, compared with 84,705oz in H1 FY25, and said it is on track to meet full year production guidance of 275,000oz to 292,000oz (Announcement of Operating Results).

Heavy Reliance On Gold Prices Will Pressure Margins And Future Cash Flows

Catalysts About Pan African Resources Pan African Resources is a gold producer with a mix of surface tailings retreatment projects and underground mines in South Africa and Australia. What are the underlying business or industry changes driving this perspective?

PAF: Index Inclusions And Tailings Study Will Support Balanced Future Outlook

Analysts have maintained their fair value estimate for Pan African Resources at about £1.30 per share, with only minor adjustments to assumptions such as the discount rate, revenue growth expectations and profit margin outlook contributing to the latest price target update. What's in the News Pan African Resources PLC has been added to the FTSE 250 Index, increasing its visibility among UK mid cap companies (Index Constituent Adds).

Is Pan African Resources PLC (LON:PAF) Trading At A 20% Discount?

Jan 07
Is Pan African Resources PLC (LON:PAF) Trading At A 20% Discount?

PAF: Index Inclusions And Tailings Study Will Shape Balanced Forward Prospects

Analysts have increased their price target for Pan African Resources from £1.27 to £1.30, citing updated assumptions around revenue growth, profit margins and a slightly different forward P/E multiple in their models. What's in the News Pan African Resources PLC was added to the FTSE 250 Index, bringing the company into a widely tracked UK mid cap benchmark (Index Constituent Adds).

Pan African Resources (LON:PAF) Looks To Prolong Its Impressive Returns

Dec 24
Pan African Resources (LON:PAF) Looks To Prolong Its Impressive Returns

PAF: Future Cash Generation And Tailings Expansion Will Support Upside Prospects

Analysts have lifted their price target on Pan African Resources from 83 GBp to 112 GBp, reflecting greater confidence in the stock's fair value and slightly stronger expected profitability, despite only modest tweaks to growth and discount rate assumptions. Analyst Commentary Analyst sentiment around Pan African Resources is largely constructive, with the higher price target underpinned by improving fundamentals and a more supportive outlook for cash generation.

PAF: Future Output Increases And Cost Controls Will Support Balanced Prospects

Analysts have increased their price target on Pan African Resources from £0.83 to £1.12, citing steady profit margins and marginally improved growth prospects as key factors behind the revision. Analyst Commentary Bullish Takeaways Bullish analysts highlight the upward revision in the price target as a reflection of improved long-term growth expectations for Pan African Resources.

Investors Appear Satisfied With Pan African Resources PLC's (LON:PAF) Prospects As Shares Rocket 25%

Nov 27
Investors Appear Satisfied With Pan African Resources PLC's (LON:PAF) Prospects As Shares Rocket 25%

Pan African Resources' (LON:PAF) Upcoming Dividend Will Be Larger Than Last Year's

Nov 23
Pan African Resources' (LON:PAF) Upcoming Dividend Will Be Larger Than Last Year's

PAF: Future Output Gains And Fair Value Reflect Balanced Outlook

Narrative Update on Pan African Resources Analysts have raised their price target for Pan African Resources from £0.83 to £1.12, citing continued strong company performance and positive outlooks. Analyst Commentary Bullish Takeaways Bullish analysts highlight the upward revision in the price target as evidence of confidence in the company’s operational performance and execution.

PAF: Record Gold Production Will Drive Increased Shareholder Value In 2025

Analysts have raised their price target for Pan African Resources from 95p to 101.25p. This change reflects higher projected revenue growth and profit margins, as well as adjustments to future valuation metrics.

Is Pan African Resources (LON:PAF) Using Too Much Debt?

Oct 27
Is Pan African Resources (LON:PAF) Using Too Much Debt?

Mintails And TCMG Projects Expected To Strengthen Gold Production And Diversify Operations

Analysts have raised their price target for Pan African Resources from £0.88 to £0.95, citing improved revenue growth and expectations for higher profit margins. Analyst Commentary Bullish Takeaways Bullish analysts have raised their price targets, which suggests increased confidence in the company’s future earnings and growth prospects.

Mintails And TCMG Projects Expected To Strengthen Gold Production And Diversify Operations

Analysts have raised their price target for Pan African Resources from £0.75 to £0.88, citing stronger projected revenue growth, which outweighs modest increases in the discount rate and a shift in expected profit margins. What's in the News New production guidance for 2026 projects output of 130,000oz to 137,000oz in the first half, increasing to 145,000oz to 155,000oz in the second half, as a result of upgrades at MTR and growth at Tennant and Evander Mines (Corporate Guidance).

Mintails And TCMG Projects Expected To Strengthen Gold Production And Diversify Operations

Despite sharply lower revenue growth forecasts, Pan African Resources’ consensus price target has increased, largely driven by a higher expected valuation multiple (Future P/E rising from 3.76x to 6.58x), resulting in the price target climbing from £0.662 to £0.752. What's in the News Issued FY26 production guidance: H1 between 130,000–137,000oz, H2 between 145,000–155,000oz, and full year 275,000–292,000oz, driven by contributions from new MTR and Tennant Mines operations.

Market Might Still Lack Some Conviction On Pan African Resources PLC (LON:PAF) Even After 35% Share Price Boost

Sep 19
Market Might Still Lack Some Conviction On Pan African Resources PLC (LON:PAF) Even After 35% Share Price Boost

Investors Met With Slowing Returns on Capital At Pan African Resources (LON:PAF)

Sep 09
Investors Met With Slowing Returns on Capital At Pan African Resources (LON:PAF)

Mintails And TCMG Projects Expected To Strengthen Gold Production And Diversify Operations

Analysts have raised Pan African Resources’ price target to £0.662, reflecting stronger revenue growth forecasts and a lower future P/E, both indicating improved earnings expectations and valuation. What's in the News Pan African Resources commenced a share repurchase program, authorized to buy back up to 5% of issued share capital (111,734,375 shares), with Peel Hunt LLP appointed to execute purchases starting July 1, 2025.

Earnings Tell The Story For Pan African Resources PLC (LON:PAF)

Aug 05
Earnings Tell The Story For Pan African Resources PLC (LON:PAF)

We Think Pan African Resources (LON:PAF) Is Taking Some Risk With Its Debt

Apr 24
We Think Pan African Resources (LON:PAF) Is Taking Some Risk With Its Debt

Further Upside For Pan African Resources PLC (LON:PAF) Shares Could Introduce Price Risks After 27% Bounce

Mar 30
Further Upside For Pan African Resources PLC (LON:PAF) Shares Could Introduce Price Risks After 27% Bounce
User avatar

Mintails Project And Renewable Energy Shift Will Improve Operational Efficiency

Strategic expansion in gold production capacity and reduced all-in sustaining costs are expected to enhance revenue growth and profitability.

Pan African Resources (LON:PAF) Could Become A Multi-Bagger

Dec 17
Pan African Resources (LON:PAF) Could Become A Multi-Bagger

Shareholders Will Probably Not Have Any Issues With Pan African Resources PLC's (LON:PAF) CEO Compensation

Nov 14
Shareholders Will Probably Not Have Any Issues With Pan African Resources PLC's (LON:PAF) CEO Compensation

Investors Continue Waiting On Sidelines For Pan African Resources PLC (LON:PAF)

Oct 29
Investors Continue Waiting On Sidelines For Pan African Resources PLC (LON:PAF)

Does Pan African Resources (LON:PAF) Have A Healthy Balance Sheet?

Oct 05
Does Pan African Resources (LON:PAF) Have A Healthy Balance Sheet?

Pan African Resources (LON:PAF) Could Become A Multi-Bagger

Sep 09
Pan African Resources (LON:PAF) Could Become A Multi-Bagger

Pan African Resources PLC's (LON:PAF) Subdued P/E Might Signal An Opportunity

Jun 19
Pan African Resources PLC's (LON:PAF) Subdued P/E Might Signal An Opportunity

Does Pan African Resources (LON:PAF) Have A Healthy Balance Sheet?

Apr 30
Does Pan African Resources (LON:PAF) Have A Healthy Balance Sheet?

Pan African Resources PLC (LON:PAF) Could Be Riskier Than It Looks

Mar 07
Pan African Resources PLC (LON:PAF) Could Be Riskier Than It Looks

Rentabilidad de los accionistas

PAFGB Metals and MiningMercado GB
7D-4.1%-0.9%-0.2%
1Y214.9%84.9%19.6%

Rentabilidad vs. Industria: PAF superó a la industria UK Metals and Mining, que obtuvo un rendimiento del 84.9% el año pasado.

Rentabilidad vs. Mercado: PAF superó al mercado UK, que obtuvo un rendimiento del 19.6% el año pasado.

Volatilidad de los precios

Is PAF's price volatile compared to industry and market?
PAF volatility
PAF Average Weekly Movement8.6%
Metals and Mining Industry Average Movement9.4%
Market Average Movement5.6%
10% most volatile stocks in GB Market11.5%
10% least volatile stocks in GB Market3.2%

Precio estable de las acciones: El precio de las acciones de PAF ha sido volátil durante los últimos 3 meses en comparación con el mercado UK.

Volatilidad a lo largo del tiempo: La volatilidad semanal de PAF(9%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de UK.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
n/a2,494Cobus Lootswww.panafricanresources.com

Pan African Resources PLC se dedica a la minería, extracción, producción y venta de oro en Sudáfrica. Sus proyectos emblemáticos son las minas de Barberton, que constan de tres minas subterráneas: Fairview, Sheba y Consort, situadas en el cinturón de piedra verde de Barberton, y la planta de tratamiento de residuos de Elikhulu, en el sur de África. Pan African Resources PLC tiene su sede en Johannesburgo, Sudáfrica.

Resumen de fundamentos de Pan African Resources PLC

¿Cómo se comparan los beneficios e ingresos de Pan African Resources con su capitalización de mercado?
Estadísticas fundamentales de PAF
Capitalización bursátilUK£2.83b
Beneficios(TTM)UK£177.81m
Ingresos (TTM)UK£617.22m
15.9x
Ratio precio-beneficio (PE)
4.6x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de PAF
IngresosUS$837.76m
Coste de los ingresosUS$413.29m
Beneficio brutoUS$424.47m
Otros gastosUS$183.12m
BeneficiosUS$241.35m

Últimos beneficios comunicados

Dec 31, 2025

Próxima fecha de beneficios

Sep 16, 2026

Beneficios por acción (BPA)0.12
Margen bruto50.67%
Margen de beneficio neto28.81%
Ratio deuda/patrimonio19.0%

¿Cómo se ha desempeñado PAF a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

1.1%
Rentabilidad actual por dividendo
24%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/02 16:45
Precio de las acciones al final del día2026/05/01 00:00
Beneficios2025/12/31
Ingresos anuales2025/06/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Pan African Resources PLC está cubierta por 17 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Herbert KharivheAbsa Bank Limited
William DalbyBerenberg
Richard HatchBerenberg