Pan African Resources PLC

Report azionario LSE:PAF

Capitalizzazione di mercato: UK£2.7b

Pan African Resources Crescita futura

Criteri Future verificati 5/6

Pan African Resources prevede che gli utili e i ricavi cresceranno rispettivamente di 27.5% e 10.6% all'anno. Si prevede che l'EPS crescerà di 25.8% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 34.8% in 3 anni.

Informazioni chiave

27.5%

Tasso di crescita degli utili

25.76%

Tasso di crescita dell'EPS

Metals and Mining crescita degli utili17.0%
Tasso di crescita dei ricavi10.6%
Rendimento futuro del capitale proprio34.81%
Copertura analitica

Good

Ultimo aggiornamento20 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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).
Nuova narrazione 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?
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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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Nuova narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...

Previsioni di crescita degli utili e dei ricavi

LSE:PAF - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di PAF ( 27.5% all'anno) è superiore al tasso di risparmio ( 3.4% ).

Guadagni vs Mercato: Si prevede che gli utili di PAF ( 27.5% all'anno) cresceranno più rapidamente del mercato UK ( 11.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di PAF cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di PAF ( 10.6% all'anno) crescerà più rapidamente del mercato UK ( 4.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di PAF ( 10.6% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di PAF sarà elevato tra 3 anni ( 34.8 %)


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 02:02
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2025/12/31
Utili annuali2025/06/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Pan African Resources PLC è coperta da 18 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Herbert KharivheAbsa Bank Limited
William DalbyBerenberg
Richard HatchBerenberg