Pan African Resources（PAF）株式概要
パン・アフリカン・リソーシズPLCは南アフリカで金の採掘、抽出、生産、販売を行っている。 詳細
PAF Community Fair Values
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Analyst Price Targets
ST
stuart_roberts
Community ContributorCA$5.07FV • 68.0% 割安 内在価値ディスカウント
4849.4%Revenue growth p.a.
13.4k
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Pan African Resources PLC 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | UK£1.40 |
| 52週高値 | UK£1.90 |
| 52週安値 | UK£0.43 |
| ベータ | 0.85 |
| 1ヶ月の変化 | -9.06% |
| 3ヶ月変化 | 5.66% |
| 1年変化 | 214.95% |
| 3年間の変化 | 599.80% |
| 5年間の変化 | 639.05% |
| IPOからの変化 | 3,890.86% |
最新ニュース
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
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 07PAF: 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 24PAF: 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 27Pan African Resources' (LON:PAF) Upcoming Dividend Will Be Larger Than Last Year's
Nov 23PAF: 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 27Mintails 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 19Investors Met With Slowing Returns on Capital At Pan African Resources (LON:PAF)
Sep 09Mintails 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 05We Think Pan African Resources (LON:PAF) Is Taking Some Risk With Its Debt
Apr 24Further Upside For Pan African Resources PLC (LON:PAF) Shares Could Introduce Price Risks After 27% Bounce
Mar 30
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 17Shareholders Will Probably Not Have Any Issues With Pan African Resources PLC's (LON:PAF) CEO Compensation
Nov 14Investors Continue Waiting On Sidelines For Pan African Resources PLC (LON:PAF)
Oct 29Does Pan African Resources (LON:PAF) Have A Healthy Balance Sheet?
Oct 05Pan African Resources (LON:PAF) Could Become A Multi-Bagger
Sep 09Pan African Resources PLC's (LON:PAF) Subdued P/E Might Signal An Opportunity
Jun 19Does Pan African Resources (LON:PAF) Have A Healthy Balance Sheet?
Apr 30Pan African Resources PLC (LON:PAF) Could Be Riskier Than It Looks
Mar 07株主還元
| PAF | GB Metals and Mining | GB 市場 | |
|---|---|---|---|
| 7D | -4.1% | -0.9% | -0.2% |
| 1Y | 214.9% | 85.0% | 19.7% |
業界別リターン: PAF過去 1 年間で85 % の収益を上げたUK Metals and Mining業界を上回りました。
リターン対市場: PAF過去 1 年間で19.7 % の収益を上げたUK市場を上回りました。
価格変動
| PAF volatility | |
|---|---|
| PAF Average Weekly Movement | 8.5% |
| Metals and Mining Industry Average Movement | 9.3% |
| Market Average Movement | 5.6% |
| 10% most volatile stocks in GB Market | 11.5% |
| 10% least volatile stocks in GB Market | 3.2% |
安定した株価: PAFの株価は、 UK市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: PAFの weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてUKの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| n/a | 2,494 | Cobus Loots | www.panafricanresources.com |
パンアフリカン・リソーシズPLCは、南アフリカで金の採掘、抽出、生産、販売に従事している。同社の主要プロジェクトには、バーバートン・グリーンストーン・ベルトに位置するフェアビュー、シェバ、コンソートを含む3つの地下鉱山から成るバーバートン・マインズ、南部アフリカのエリクフル・テーリング・リトリートメント・プラントがある。パンアフリカン・リソーシズPLCの本社は南アフリカ、ヨハネスブルグ。
Pan African Resources PLC 基礎のまとめ
| PAF 基礎統計学 | |
|---|---|
| 時価総額 | UK£2.83b |
| 収益（TTM） | UK£177.21m |
| 売上高(TTM) | UK£615.13m |
16.0x
PER（株価収益率4.6x
P/SレシオPAF は割高か？
公正価値と評価分析を参照収益と収入
| PAF 損益計算書（TTM） | |
|---|---|
| 収益 | US$837.76m |
| 売上原価 | US$413.29m |
| 売上総利益 | US$424.47m |
| その他の費用 | US$183.12m |
| 収益 | US$241.35m |
直近の収益報告
Dec 31, 2025
次回決算日
Sep 16, 2026
| 一株当たり利益（EPS） | 0.12 |
| グロス・マージン | 50.67% |
| 純利益率 | 28.81% |
| 有利子負債／自己資本比率 | 19.0% |
PAF の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.1%
現在の配当利回り24%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/01 11:59 |
| 終値 | 2026/05/01 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/06/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Pan African Resources PLC 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17
| アナリスト | 機関 |
|---|---|
| Herbert Kharivhe | Absa Bank Limited |
| William Dalby | Berenberg |
| Richard Hatch | Berenberg |