Pan African Resources PLC

LSE:PAF Rapport sur les actions

Capitalisation boursière : UK£2.7b

Pan African Resources Croissance future

Future contrôle des critères 5/6

Pan African Resources devrait augmenter ses bénéfices et son chiffre d'affaires de 27.5% et de 10.6% par an respectivement. Le BPA devrait croître de de 25.8% par an. Le rendement des capitaux propres devrait être 34.8% dans 3 ans.

Informations clés

27.5%

Taux de croissance des bénéfices

25.76%

Taux de croissance du BPA

Metals and Mining croissance des bénéfices17.0%
Taux de croissance des recettes10.6%
Rendement futur des capitaux propres34.81%
Couverture par les analystes

Good

Dernière mise à jour20 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit May 21

PAF: Future Earnings Delivery Will Support Re Rating Potential Despite Recent Recalibration

Analysts have trimmed their price target on Pan African Resources to about £1.81 from roughly £1.90, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts continue to see value in the stock despite the reduced price target, as the updated £1.81 figure still implies room for upside relative to recent trading levels.
Mise à jour du récit May 03

PAF: Future Earnings Delivery And Dividend Plans Will Drive Re Rating Potential

Analysts have nudged their fair value estimate for Pan African Resources higher from £1.71 to £1.81 per share, reflecting updated assumptions on revenue growth, profit margins and future P/E multiples, even as Street price targets, such as Berenberg's, have recently been trimmed to £1.81. Analyst Commentary Recent research updates have focused on recalibrating price targets to £1.81 per share, aligning fair value work with current assumptions on earnings power and P/E multiples while keeping a constructive stance on the shares.
Mise à jour du récit Apr 18

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.
Mise à jour du récit Apr 04

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.
Mise à jour du récit Mar 21

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.
Mise à jour du récit Mar 06

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).
Mise à jour du récit Feb 19

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).
Article d’analyse Feb 10

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

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Mise à jour du récit Feb 05

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).
Nouveau récit Jan 29

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?
Mise à jour du récit Jan 21

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).
Article d’analyse Jan 07

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

Key Insights The projected fair value for Pan African Resources is UK£1.62 based on 2 Stage Free Cash Flow to Equity...
Mise à jour du récit Jan 07

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).
Article d’analyse Dec 24

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

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Mise à jour du récit Dec 16

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.
Mise à jour du récit Dec 02

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.
Article d’analyse Nov 27

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

Pan African Resources PLC ( LON:PAF ) shares have continued their recent momentum with a 25% gain in the last month...
Article d’analyse Nov 23

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

Pan African Resources PLC ( LON:PAF ) has announced that it will be increasing its dividend from last year's comparable...
Mise à jour du récit Nov 18

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.
Mise à jour du récit Nov 03

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.
Article d’analyse Oct 27

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

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Mise à jour du récit Oct 20

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.
Mise à jour du récit Oct 06

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).
Mise à jour du récit Sep 21

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.
Article d’analyse Sep 19

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

Despite an already strong run, Pan African Resources PLC ( LON:PAF ) shares have been powering on, with a gain of 35...
Article d’analyse Sep 09

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

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Mise à jour du récit Sep 06

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.
Article d’analyse Aug 05

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

Pan African Resources PLC's ( LON:PAF ) price-to-earnings (or "P/E") ratio of 18.8x might make it look like a sell...
Article d’analyse Apr 24

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

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse Mar 30

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

Pan African Resources PLC ( LON:PAF ) shareholders have had their patience rewarded with a 27% share price jump in the...
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Nouveau récit Feb 09

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.
Article d’analyse Dec 17

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

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Article d’analyse Nov 14

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

Key Insights Pan African Resources to hold its Annual General Meeting on 21st of November Total pay for CEO Cobus Loots...
Article d’analyse Oct 29

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

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 17x, you may...
Article d’analyse Oct 05

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

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Article d’analyse Sep 09

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

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Article d’analyse Jun 19

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

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 17x, you may...
Article d’analyse Apr 30

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

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Prévisions de croissance des bénéfices et des revenus

LSE:PAF - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
6/30/20281,5145765486584
6/30/20271,2885143626126
6/30/20261,2364674295735
12/31/2025838241250380N/A
9/30/2025689191137281N/A
6/30/202554014224182N/A
3/31/2025456116-37139N/A
12/31/202437287-10688N/A
9/30/202437383-80100N/A
6/30/202437479-54112N/A
3/31/202436476-23125N/A
12/31/2023354738137N/A
9/30/2023337679130N/A
6/30/20233206110123N/A
3/31/2023330607112N/A
12/31/2022339584101N/A
9/30/20223586728118N/A
6/30/20223767552135N/A
3/31/20223787855126N/A
12/31/20213798057116N/A
9/30/20213747755106N/A
6/30/2021369755296N/A
3/31/2021347695395N/A
12/31/2020325635393N/A
9/30/2020300543875N/A
6/30/2020274442257N/A
3/31/2020264471243N/A
12/31/201925350129N/A
9/30/201923544N/A34N/A
6/30/201921838N/A38N/A
12/31/201818017N/A18N/A
9/30/201816216N/A8N/A
6/30/201814616N/A-2N/A
3/31/201811334N/A-11N/A
12/31/201711546N/A-2N/A
9/30/201714050N/A10N/A
6/30/201716253N/A21N/A
12/31/201621434N/A52N/A
9/30/201621634N/A51N/A
6/30/201621334N/A50N/A
3/31/201622831N/A47N/A
12/31/201521825N/A41N/A
9/30/201521822N/A36N/A
6/30/201522118N/A31N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de PAF ( 27.5% par an) est supérieure au taux d'épargne ( 3.4% ).

Bénéfices vs marché: Les bénéfices de PAF ( 27.5% par an) devraient croître plus rapidement que le marché UK ( 11.4% par an).

Croissance élevée des bénéfices: Les bénéfices de PAF devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de PAF ( 10.6% par an) devrait croître plus rapidement que le marché UK ( 4.5% par an).

Croissance élevée des revenus: Le chiffre d'affaires de PAF ( 10.6% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de PAF devrait être élevé dans 3 ans ( 34.8 %)


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 00:48
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2025/12/31
Revenus annuels2025/06/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Pan African Resources PLC est couverte par 18 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Herbert KharivheAbsa Bank Limited
William DalbyBerenberg
Richard HatchBerenberg