This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsPolymetal International（POLY）株式概要Polymetal International plc operates as a precious metals mining company in Russia, Kazakhstan, Asia, and Europe. 詳細POLY ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績0/6財務の健全性1/6配当金0/6リスク分析負債は営業キャッシュフローで十分にカバーされていない UK市場と比較して、過去 3 か月間の株価の変動が非常に大きいすべてのリスクチェックを見るPOLY Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUK£Current PriceUK£2.1574.5% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-288m5b2016201920222025202620282031Revenue US$4.9bEarnings US$647.8mAdvancedSet Fair ValueView all narrativesPolymetal International plc 競合他社CentaminSymbol: LSE:CEYMarket cap: UK£1.7bHochschild MiningSymbol: LSE:HOCMarket cap: UK£2.9bPan African ResourcesSymbol: LSE:PAFMarket cap: UK£2.7bShanta GoldSymbol: AIM:SHGMarket cap: UK£180.3m価格と性能株価の高値、安値、推移の概要Polymetal International過去の株価現在の株価UK£2.1552週高値UK£3.6252週安値UK£1.25ベータ0.671ヶ月の変化0%3ヶ月変化16.22%1年変化2.38%3年間の変化-89.42%5年間の変化-66.03%IPOからの変化-76.63%最新ニュースお知らせ • Aug 19Polymetal International plc to Report First Half, 2023 Results on Sep 25, 2023Polymetal International plc announced that they will report first half, 2023 results on Sep 25, 2023お知らせ • Jul 29Polymetal Shareholders Approve London Stock Exchange DelistingShareholders of Polymetal International plc have approved the delisting of the company's shares from the London Stock Exchange at an extraordinary meeting, the gold and silver miner said. The company can now apply to cancel admission to trading. Such cancellation is expected to take effect on August 29. Polymetal said on July 21 that it expects to complete its re-domiciliation to the Astana International Financial Centre (AIFC) in Kazakhstan on August 7. Following re-domiciliation, Polymetal shares will no longer be compatible with CREST, resulting in non-compliance with LSE listing requirements. Therefore, the last day of trading on the LSE is August 1. The Astana International Exchange (AIX) and Moscow Exchange will suspend trading in Polymetal during the re-domiciliation process with trading expected to resume shortly afterwards. The company's primary listing will be on the AIX.お知らせ • Jul 12Polymetal Convokes Shareholders Meeting to Approve LSE DelistingPolymetal International plc will hold a meeting of shareholders on July 28 to vote on delisting from the LSE, the gold and silver miner said. The company also said it had made progress with the FCA since the date of the re-domiciliation circular and has obtained the necessary approval of the FCA for the publication of this document. "The date of the London de-listing is expected to be after the re-domiciliation expected date. Therefore, if the re-domiciliation proceeds, the company will apply to the FCA and/or the LSE, as applicable, to suspend the London listing on the re-domiciliation expected date," Polymetal said. The London listing will remain suspended from the re-domiciliation effective date until the date of the London de-listing. Re-domiciliation will not occur prior to the week commencing July 31, 2023, Polymetal said in a press release.お知らせ • Jun 30Polymetal International plc, Annual General Meeting, Jul 25, 2023Polymetal International plc, Annual General Meeting, Jul 25, 2023, at 10:00 Coordinated Universal Time. Location: offices of etc.venues, 8 Fenchurch Pl, London EC3M 4PB. London United Kingdomお知らせ • Jun 20Polymetal International plc Announces Paul Ostling to Step Down from the Board of DirectorsPolymetal International plc announced that Paul Ostling is stepping down from the Board of Directors effective immediately. Effective immediately, the composition of the Company's Board Committees are as follows: The Audit and Risk Committee: Steven Dashevsky (Chair), Evgueni Konovalenko, Richard Sharko. The Remuneration Committee: Richard Sharko (Chair), Evgueni Konovalenko, Janat Berdalina. The Nomination Committee: Evgueni Konovalenko (Chair), Janat Berdalina, Pascale Perez. -- The Safety and Sustainability Committee: Janat Berdalina (Chair), Vitaly Nesis, Steven Dashevsky, PascalePerez.お知らせ • Jun 01Polymetal International to Delist from the London Stock Exchange and List on AIFC's Bourse, the AIXPolymetal International plc's shareholders have approved re-domiciliation of the company from Jersey Island to Kazakhstan's Astana International Financial Centre (AIFC). Following the re-domiciliation, the company's shares will not comply with the London Stock Exchange's regulations. It will have to delist from the London Stock Exchange and list on AIFC's bourse, the AIX.最新情報をもっと見るRecent updatesお知らせ • Aug 19Polymetal International plc to Report First Half, 2023 Results on Sep 25, 2023Polymetal International plc announced that they will report first half, 2023 results on Sep 25, 2023お知らせ • Jul 29Polymetal Shareholders Approve London Stock Exchange DelistingShareholders of Polymetal International plc have approved the delisting of the company's shares from the London Stock Exchange at an extraordinary meeting, the gold and silver miner said. The company can now apply to cancel admission to trading. Such cancellation is expected to take effect on August 29. Polymetal said on July 21 that it expects to complete its re-domiciliation to the Astana International Financial Centre (AIFC) in Kazakhstan on August 7. Following re-domiciliation, Polymetal shares will no longer be compatible with CREST, resulting in non-compliance with LSE listing requirements. Therefore, the last day of trading on the LSE is August 1. The Astana International Exchange (AIX) and Moscow Exchange will suspend trading in Polymetal during the re-domiciliation process with trading expected to resume shortly afterwards. The company's primary listing will be on the AIX.お知らせ • Jul 12Polymetal Convokes Shareholders Meeting to Approve LSE DelistingPolymetal International plc will hold a meeting of shareholders on July 28 to vote on delisting from the LSE, the gold and silver miner said. The company also said it had made progress with the FCA since the date of the re-domiciliation circular and has obtained the necessary approval of the FCA for the publication of this document. "The date of the London de-listing is expected to be after the re-domiciliation expected date. Therefore, if the re-domiciliation proceeds, the company will apply to the FCA and/or the LSE, as applicable, to suspend the London listing on the re-domiciliation expected date," Polymetal said. The London listing will remain suspended from the re-domiciliation effective date until the date of the London de-listing. Re-domiciliation will not occur prior to the week commencing July 31, 2023, Polymetal said in a press release.お知らせ • Jun 30Polymetal International plc, Annual General Meeting, Jul 25, 2023Polymetal International plc, Annual General Meeting, Jul 25, 2023, at 10:00 Coordinated Universal Time. Location: offices of etc.venues, 8 Fenchurch Pl, London EC3M 4PB. London United Kingdomお知らせ • Jun 20Polymetal International plc Announces Paul Ostling to Step Down from the Board of DirectorsPolymetal International plc announced that Paul Ostling is stepping down from the Board of Directors effective immediately. Effective immediately, the composition of the Company's Board Committees are as follows: The Audit and Risk Committee: Steven Dashevsky (Chair), Evgueni Konovalenko, Richard Sharko. The Remuneration Committee: Richard Sharko (Chair), Evgueni Konovalenko, Janat Berdalina. The Nomination Committee: Evgueni Konovalenko (Chair), Janat Berdalina, Pascale Perez. -- The Safety and Sustainability Committee: Janat Berdalina (Chair), Vitaly Nesis, Steven Dashevsky, PascalePerez.お知らせ • Jun 01Polymetal International to Delist from the London Stock Exchange and List on AIFC's Bourse, the AIXPolymetal International plc's shareholders have approved re-domiciliation of the company from Jersey Island to Kazakhstan's Astana International Financial Centre (AIFC). Following the re-domiciliation, the company's shares will not comply with the London Stock Exchange's regulations. It will have to delist from the London Stock Exchange and list on AIFC's bourse, the AIX.お知らせ • May 12Polymetal Proposes to Delist from London Stock ExchangePolymetal International plc has put forward a plan to delist from the London Stock Exchange (LSE) and relocate its headquarters to the Astana International Financial Centre (AIFC) in Kazakhstan, Mining Weekly has reported. The move comes in response to Russia designating Jersey, where Polymetal is currently headquartered, an "unfriendly country" due to the Russia-Ukraine conflict. As a result of sanctions imposed by the US, UK, EU, Canada, Switzerland, Australia and Japan on certain Russian individuals, entities and sectors, Russia introduced counter-sanction measures, including sanctions against jurisdictions on the "unfriendly countries list" under Russian law.お知らせ • May 11Polymetal International plc Reiterates Production Guidance for the Year 2023Polymetal International plc reiterated production guidance for the year 2023. For the year, the company reiterates its 2023 production guidance of 1.7 Moz of GE.Reported Earnings • Mar 27Full year 2022 earnings released: US$0.61 loss per share (vs US$1.91 profit in FY 2021)Full year 2022 results: US$0.61 loss per share (down from US$1.91 profit in FY 2021). Revenue: US$2.80b (down 3.1% from FY 2021). Net loss: US$288.0m (down 132% from profit in FY 2021). Production and reserves: Gold Production: 1,450 troy koz (1,422 troy koz in FY 2021) Proved and probable reserves (ore): 233.5 Mt (236 Mt in FY 2021) Number of mines: 20 (20 in FY 2021) Silver Production: 21,000 troy koz (20,400 troy koz in FY 2021) Proved and probable reserves (ore): 233.5 Mt (78.16 Mt in FY 2021) Number of mines: 12 (12 in FY 2021) Copper Production: 1,664 t (1,901 t in FY 2021) Proved and probable reserves (ore): 233.5 Mt (25.34 Mt in FY 2021) Number of mines: 2 (2 in FY 2021) Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has fallen by 46% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 10Polymetal International plc to Report Fiscal Year 2022 Results on Mar 16, 2023Polymetal International plc announced that they will report fiscal year 2022 results on Mar 16, 2023お知らせ • Jan 26Polymetal International plc Reaffirms Production Guidance for the Fiscal Year 2023Polymetal International plc reaffirmed production guidance for the fiscal year 2023. The company reiterates its current production guidance for fiscal year 2023 of 1.7 Moz of GE.Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to UK£2.76, the stock trades at a trailing P/E ratio of 9.9x. Average forward P/E is 9x in the Metals and Mining industry in the United Kingdom. Total loss to shareholders of 75% over the past three years.Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improved over the past weekAfter last week's 28% share price gain to UK£3.15, the stock trades at a trailing P/E ratio of 11.1x. Average forward P/E is 7x in the Metals and Mining industry in the United Kingdom. Total loss to shareholders of 71% over the past three years.Board Change • Jan 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Pascale Perez was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Nov 04Consensus estimates of losses per share improve by 25%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from US$3.14b to US$3.19b. EPS estimate increased from -US$0.28 per share to -US$0.21 per share. Metals and Mining industry in the United Kingdom expected to see average net income decline 7.8% next year. Consensus price target broadly unchanged at UK£3.00. Share price rose 4.3% to UK£2.20 over the past week.Major Estimate Revision • Oct 07Consensus forecasts updatedThe consensus outlook for 2022 has been updated. Expected to report loss instead of -US$0.28 instead of US$0.88 per share profit previously forecast. . Revenue forecast unchanged at US$3.14b Metals and Mining industry in the United Kingdom expected to see average net income growth of 5.1% next year. Consensus price target down from UK£11.44 to UK£3.00. Share price rose 4.6% to UK£2.04 over the past week.Major Estimate Revision • Sep 24Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from US$1.74 to US$0.88. Revenue forecast unchanged from US$3.16b at last update. Net income forecast to shrink 20% next year vs 6.1% growth forecast for Metals and Mining industry in the United Kingdom . Consensus price target broadly unchanged at UK£11.70. Share price fell 16% to UK£1.94 over the past week.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Paul Ostling was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improved over the past weekAfter last week's 169% share price gain to UK£3.39, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 6x in the Metals and Mining industry in the United Kingdom. Total loss to shareholders of 54% over the past three years.Reported Earnings • Mar 09Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: US$1.91 (down from US$2.26 in FY 2020). Revenue: US$2.89b (flat on FY 2020). Net income: US$904.0m (down 15% from FY 2020). Profit margin: 31% (down from 37% in FY 2020). Production and reserves: Gold Production: 1,422 troy koz (1,402 troy koz in FY 2020) Proved and probable reserves (ore): 236 Mt (230 Mt in FY 2020) Number of mines: 20 (20 in FY 2020) Silver Production: 20,400 troy koz (18,800 troy koz in FY 2020) Proved and probable reserves (ore): 78.16 Mt (67.3 Mt in FY 2020) Number of mines: 12 (12 in FY 2020) Copper Production: 1,901 t (1,544 t in FY 2020) Proved and probable reserves (ore): 25.34 Mt (31.74 Mt in FY 2020) Number of mines: 2 (2 in FY 2020) Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.7%. Over the next year, revenue is forecast to grow 9.0% while themining industry in the United Kingdom is not expected to grow. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 44% per year, which means it is significantly lagging earnings.Board Change • Mar 08Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 2 highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Giacomo Baizini was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Major Estimate Revision • Mar 03Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from US$3.17b to US$3.09b. EPS estimate also fell from US$1.95 per share to US$1.72 per share. Net income forecast to shrink 13% next year vs 15% decline forecast for Metals and Mining industry in the United Kingdom. Consensus price target up from UK£15.32 to UK£15.84. Share price fell 74% to UK£1.78 over the past week.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 42% share price decline to UK£6.82, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Metals and Mining industry in the United Kingdom. Total loss to shareholders of 7.9% over the past three years.分析記事 • Jan 29Is Polymetal International plc (LON:POLY) Expensive For A Reason? A Look At Its Intrinsic ValueDoes the January share price for Polymetal International plc ( LON:POLY ) reflect what it's really worth? Today, we...分析記事 • Jan 06Shareholders Would Enjoy A Repeat Of Polymetal International's (LON:POLY) Recent Growth In ReturnsIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...分析記事 • Nov 24Here's Why We Think Polymetal International (LON:POLY) Is Well Worth WatchingSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...分析記事 • Oct 18Here's Why Polymetal International (LON:POLY) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Oct 05The Trend Of High Returns At Polymetal International (LON:POLY) Has Us Very InterestedWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Upcoming Dividend • Sep 02Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 09 September 2021. Payment date: 30 September 2021. Trailing yield: 6.8%. Within top quartile of British dividend payers (3.8%). Lower than average of industry peers (7.9%).Reported Earnings • Aug 28First half 2021 earnings released: EPS US$0.89 (vs US$0.80 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: US$1.27b (up 12% from 1H 2020). Net income: US$419.0m (up 11% from 1H 2020). Profit margin: 33% (in line with 1H 2020). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 13With EPS Growth And More, Polymetal International (LON:POLY) Is InterestingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Jun 28Is Polymetal International (LON:POLY) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Upcoming Dividend • Apr 29Upcoming dividend of US$0.89 per shareEligible shareholders must have bought the stock before 06 May 2021. Payment date: 28 May 2021. Trailing yield: 6.0%. Within top quartile of British dividend payers (4.1%). Higher than average of industry peers (5.0%).分析記事 • Apr 19We Discuss Whether Polymetal International plc's (LON:POLY) CEO Is Due For A Pay RiseThe impressive results at Polymetal International plc ( LON:POLY ) recently will be great news for shareholders. At the...分析記事 • Apr 14Polymetal International (LON:POLY) Is Achieving High Returns On Its CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Mar 05Full year 2020 earnings released: EPS US$2.30 (vs US$1.02 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$2.87b (up 28% from FY 2019). Net income: US$1.09b (up 126% from FY 2019). Profit margin: 38% (up from 21% in FY 2019). Production and reserves: Gold Production: 1,402 troy koz (1,316 troy koz in FY 2019) Silver Production: 18,800 troy koz (21,600 troy koz in FY 2019) Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Mar 05Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.4%. Earnings per share (EPS) exceeded analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 11%, compared to a 24% growth forecast for the Metals and Mining industry in the United Kingdom.Is New 90 Day High Low • Feb 17New 90-day low: UK£15.51The company is down 8.0% from its price of UK£16.79 on 19 November 2020. The British market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£20.58 per share.Recent Insider Transactions • Feb 03Board Member recently bought UK£7.7k worth of stockOn the 27th of January, Manuel Lino De Sousa-Oliveira bought around 480 shares on-market at roughly UK£16.02 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold UK£271k more in shares than they bought in the last 12 months.Recent Insider Transactions • Jan 15Board Member recently bought UK£5.3k worth of stockOn the 8th of January, Manuel Lino De Sousa-Oliveira bought around 300 shares on-market at roughly UK£17.66 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold UK£278k more in shares than they bought in the last 12 months.Is New 90 Day High Low • Nov 24New 90-day low: UK£15.95The company is down 18% from its price of UK£19.52 on 25 August 2020. The British market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£18.19 per share.Is New 90 Day High Low • Oct 30New 90-day low: UK£16.40The company is down 13% from its price of UK£18.95 on 31 July 2020. The British market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£19.42 per share.株主還元POLYGB Metals and MiningGB 市場7D0%-0.08%2.5%1Y2.4%86.0%19.4%株主還元を見る業界別リターン: POLY過去 1 年間で86 % 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: POLY過去 1 年間で19.4 % の収益を上げたUK市場を上回りました。価格変動Is POLY's price volatile compared to industry and market?POLY volatilityPOLY Average Weekly Movement14.0%Metals and Mining Industry Average Movement9.2%Market Average Movement5.7%10% most volatile stocks in GB Market12.0%10% least volatile stocks in GB Market3.0%安定した株価: POLY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: POLYの weekly volatility ( 14% ) 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199815,160Vitaly Nesiswww.polymetalinternational.comもっと見るPolymetal International plc 基礎のまとめPolymetal International の収益と売上を時価総額と比較するとどうか。POLY 基礎統計学時価総額UK£1.02b収益（TTM）-UK£228.75m売上高(TTM)UK£2.22b0.5xP/Sレシオ-4.5xPER（株価収益率POLY は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計POLY 損益計算書（TTM）収益US$2.80b売上原価US$1.49b売上総利益US$1.31bその他の費用US$1.60b収益-US$288.00m直近の収益報告Dec 31, 2022次回決算日Sep 25, 2023一株当たり利益（EPS）-0.61グロス・マージン46.80%純利益率-10.28%有利子負債／自己資本比率135.0%POLY の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2023/08/29 09:24終値2023/08/01 00:00収益2022/12/31年間収益2022/12/31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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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Polymetal International plc 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。15 アナリスト機関Vladimir SergievskiiBarclaysDavid Simon ButlerBarclaysJonathan GuyBerenberg12 その他のアナリストを表示
お知らせ • Aug 19Polymetal International plc to Report First Half, 2023 Results on Sep 25, 2023Polymetal International plc announced that they will report first half, 2023 results on Sep 25, 2023
お知らせ • Jul 29Polymetal Shareholders Approve London Stock Exchange DelistingShareholders of Polymetal International plc have approved the delisting of the company's shares from the London Stock Exchange at an extraordinary meeting, the gold and silver miner said. The company can now apply to cancel admission to trading. Such cancellation is expected to take effect on August 29. Polymetal said on July 21 that it expects to complete its re-domiciliation to the Astana International Financial Centre (AIFC) in Kazakhstan on August 7. Following re-domiciliation, Polymetal shares will no longer be compatible with CREST, resulting in non-compliance with LSE listing requirements. Therefore, the last day of trading on the LSE is August 1. The Astana International Exchange (AIX) and Moscow Exchange will suspend trading in Polymetal during the re-domiciliation process with trading expected to resume shortly afterwards. The company's primary listing will be on the AIX.
お知らせ • Jul 12Polymetal Convokes Shareholders Meeting to Approve LSE DelistingPolymetal International plc will hold a meeting of shareholders on July 28 to vote on delisting from the LSE, the gold and silver miner said. The company also said it had made progress with the FCA since the date of the re-domiciliation circular and has obtained the necessary approval of the FCA for the publication of this document. "The date of the London de-listing is expected to be after the re-domiciliation expected date. Therefore, if the re-domiciliation proceeds, the company will apply to the FCA and/or the LSE, as applicable, to suspend the London listing on the re-domiciliation expected date," Polymetal said. The London listing will remain suspended from the re-domiciliation effective date until the date of the London de-listing. Re-domiciliation will not occur prior to the week commencing July 31, 2023, Polymetal said in a press release.
お知らせ • Jun 30Polymetal International plc, Annual General Meeting, Jul 25, 2023Polymetal International plc, Annual General Meeting, Jul 25, 2023, at 10:00 Coordinated Universal Time. Location: offices of etc.venues, 8 Fenchurch Pl, London EC3M 4PB. London United Kingdom
お知らせ • Jun 20Polymetal International plc Announces Paul Ostling to Step Down from the Board of DirectorsPolymetal International plc announced that Paul Ostling is stepping down from the Board of Directors effective immediately. Effective immediately, the composition of the Company's Board Committees are as follows: The Audit and Risk Committee: Steven Dashevsky (Chair), Evgueni Konovalenko, Richard Sharko. The Remuneration Committee: Richard Sharko (Chair), Evgueni Konovalenko, Janat Berdalina. The Nomination Committee: Evgueni Konovalenko (Chair), Janat Berdalina, Pascale Perez. -- The Safety and Sustainability Committee: Janat Berdalina (Chair), Vitaly Nesis, Steven Dashevsky, PascalePerez.
お知らせ • Jun 01Polymetal International to Delist from the London Stock Exchange and List on AIFC's Bourse, the AIXPolymetal International plc's shareholders have approved re-domiciliation of the company from Jersey Island to Kazakhstan's Astana International Financial Centre (AIFC). Following the re-domiciliation, the company's shares will not comply with the London Stock Exchange's regulations. It will have to delist from the London Stock Exchange and list on AIFC's bourse, the AIX.
お知らせ • Aug 19Polymetal International plc to Report First Half, 2023 Results on Sep 25, 2023Polymetal International plc announced that they will report first half, 2023 results on Sep 25, 2023
お知らせ • Jul 29Polymetal Shareholders Approve London Stock Exchange DelistingShareholders of Polymetal International plc have approved the delisting of the company's shares from the London Stock Exchange at an extraordinary meeting, the gold and silver miner said. The company can now apply to cancel admission to trading. Such cancellation is expected to take effect on August 29. Polymetal said on July 21 that it expects to complete its re-domiciliation to the Astana International Financial Centre (AIFC) in Kazakhstan on August 7. Following re-domiciliation, Polymetal shares will no longer be compatible with CREST, resulting in non-compliance with LSE listing requirements. Therefore, the last day of trading on the LSE is August 1. The Astana International Exchange (AIX) and Moscow Exchange will suspend trading in Polymetal during the re-domiciliation process with trading expected to resume shortly afterwards. The company's primary listing will be on the AIX.
お知らせ • Jul 12Polymetal Convokes Shareholders Meeting to Approve LSE DelistingPolymetal International plc will hold a meeting of shareholders on July 28 to vote on delisting from the LSE, the gold and silver miner said. The company also said it had made progress with the FCA since the date of the re-domiciliation circular and has obtained the necessary approval of the FCA for the publication of this document. "The date of the London de-listing is expected to be after the re-domiciliation expected date. Therefore, if the re-domiciliation proceeds, the company will apply to the FCA and/or the LSE, as applicable, to suspend the London listing on the re-domiciliation expected date," Polymetal said. The London listing will remain suspended from the re-domiciliation effective date until the date of the London de-listing. Re-domiciliation will not occur prior to the week commencing July 31, 2023, Polymetal said in a press release.
お知らせ • Jun 30Polymetal International plc, Annual General Meeting, Jul 25, 2023Polymetal International plc, Annual General Meeting, Jul 25, 2023, at 10:00 Coordinated Universal Time. Location: offices of etc.venues, 8 Fenchurch Pl, London EC3M 4PB. London United Kingdom
お知らせ • Jun 20Polymetal International plc Announces Paul Ostling to Step Down from the Board of DirectorsPolymetal International plc announced that Paul Ostling is stepping down from the Board of Directors effective immediately. Effective immediately, the composition of the Company's Board Committees are as follows: The Audit and Risk Committee: Steven Dashevsky (Chair), Evgueni Konovalenko, Richard Sharko. The Remuneration Committee: Richard Sharko (Chair), Evgueni Konovalenko, Janat Berdalina. The Nomination Committee: Evgueni Konovalenko (Chair), Janat Berdalina, Pascale Perez. -- The Safety and Sustainability Committee: Janat Berdalina (Chair), Vitaly Nesis, Steven Dashevsky, PascalePerez.
お知らせ • Jun 01Polymetal International to Delist from the London Stock Exchange and List on AIFC's Bourse, the AIXPolymetal International plc's shareholders have approved re-domiciliation of the company from Jersey Island to Kazakhstan's Astana International Financial Centre (AIFC). Following the re-domiciliation, the company's shares will not comply with the London Stock Exchange's regulations. It will have to delist from the London Stock Exchange and list on AIFC's bourse, the AIX.
お知らせ • May 12Polymetal Proposes to Delist from London Stock ExchangePolymetal International plc has put forward a plan to delist from the London Stock Exchange (LSE) and relocate its headquarters to the Astana International Financial Centre (AIFC) in Kazakhstan, Mining Weekly has reported. The move comes in response to Russia designating Jersey, where Polymetal is currently headquartered, an "unfriendly country" due to the Russia-Ukraine conflict. As a result of sanctions imposed by the US, UK, EU, Canada, Switzerland, Australia and Japan on certain Russian individuals, entities and sectors, Russia introduced counter-sanction measures, including sanctions against jurisdictions on the "unfriendly countries list" under Russian law.
お知らせ • May 11Polymetal International plc Reiterates Production Guidance for the Year 2023Polymetal International plc reiterated production guidance for the year 2023. For the year, the company reiterates its 2023 production guidance of 1.7 Moz of GE.
Reported Earnings • Mar 27Full year 2022 earnings released: US$0.61 loss per share (vs US$1.91 profit in FY 2021)Full year 2022 results: US$0.61 loss per share (down from US$1.91 profit in FY 2021). Revenue: US$2.80b (down 3.1% from FY 2021). Net loss: US$288.0m (down 132% from profit in FY 2021). Production and reserves: Gold Production: 1,450 troy koz (1,422 troy koz in FY 2021) Proved and probable reserves (ore): 233.5 Mt (236 Mt in FY 2021) Number of mines: 20 (20 in FY 2021) Silver Production: 21,000 troy koz (20,400 troy koz in FY 2021) Proved and probable reserves (ore): 233.5 Mt (78.16 Mt in FY 2021) Number of mines: 12 (12 in FY 2021) Copper Production: 1,664 t (1,901 t in FY 2021) Proved and probable reserves (ore): 233.5 Mt (25.34 Mt in FY 2021) Number of mines: 2 (2 in FY 2021) Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has fallen by 46% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 10Polymetal International plc to Report Fiscal Year 2022 Results on Mar 16, 2023Polymetal International plc announced that they will report fiscal year 2022 results on Mar 16, 2023
お知らせ • Jan 26Polymetal International plc Reaffirms Production Guidance for the Fiscal Year 2023Polymetal International plc reaffirmed production guidance for the fiscal year 2023. The company reiterates its current production guidance for fiscal year 2023 of 1.7 Moz of GE.
Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to UK£2.76, the stock trades at a trailing P/E ratio of 9.9x. Average forward P/E is 9x in the Metals and Mining industry in the United Kingdom. Total loss to shareholders of 75% over the past three years.
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improved over the past weekAfter last week's 28% share price gain to UK£3.15, the stock trades at a trailing P/E ratio of 11.1x. Average forward P/E is 7x in the Metals and Mining industry in the United Kingdom. Total loss to shareholders of 71% over the past three years.
Board Change • Jan 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Pascale Perez was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Nov 04Consensus estimates of losses per share improve by 25%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from US$3.14b to US$3.19b. EPS estimate increased from -US$0.28 per share to -US$0.21 per share. Metals and Mining industry in the United Kingdom expected to see average net income decline 7.8% next year. Consensus price target broadly unchanged at UK£3.00. Share price rose 4.3% to UK£2.20 over the past week.
Major Estimate Revision • Oct 07Consensus forecasts updatedThe consensus outlook for 2022 has been updated. Expected to report loss instead of -US$0.28 instead of US$0.88 per share profit previously forecast. . Revenue forecast unchanged at US$3.14b Metals and Mining industry in the United Kingdom expected to see average net income growth of 5.1% next year. Consensus price target down from UK£11.44 to UK£3.00. Share price rose 4.6% to UK£2.04 over the past week.
Major Estimate Revision • Sep 24Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from US$1.74 to US$0.88. Revenue forecast unchanged from US$3.16b at last update. Net income forecast to shrink 20% next year vs 6.1% growth forecast for Metals and Mining industry in the United Kingdom . Consensus price target broadly unchanged at UK£11.70. Share price fell 16% to UK£1.94 over the past week.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Paul Ostling was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improved over the past weekAfter last week's 169% share price gain to UK£3.39, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 6x in the Metals and Mining industry in the United Kingdom. Total loss to shareholders of 54% over the past three years.
Reported Earnings • Mar 09Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: US$1.91 (down from US$2.26 in FY 2020). Revenue: US$2.89b (flat on FY 2020). Net income: US$904.0m (down 15% from FY 2020). Profit margin: 31% (down from 37% in FY 2020). Production and reserves: Gold Production: 1,422 troy koz (1,402 troy koz in FY 2020) Proved and probable reserves (ore): 236 Mt (230 Mt in FY 2020) Number of mines: 20 (20 in FY 2020) Silver Production: 20,400 troy koz (18,800 troy koz in FY 2020) Proved and probable reserves (ore): 78.16 Mt (67.3 Mt in FY 2020) Number of mines: 12 (12 in FY 2020) Copper Production: 1,901 t (1,544 t in FY 2020) Proved and probable reserves (ore): 25.34 Mt (31.74 Mt in FY 2020) Number of mines: 2 (2 in FY 2020) Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.7%. Over the next year, revenue is forecast to grow 9.0% while themining industry in the United Kingdom is not expected to grow. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 44% per year, which means it is significantly lagging earnings.
Board Change • Mar 08Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 2 highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Giacomo Baizini was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Major Estimate Revision • Mar 03Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from US$3.17b to US$3.09b. EPS estimate also fell from US$1.95 per share to US$1.72 per share. Net income forecast to shrink 13% next year vs 15% decline forecast for Metals and Mining industry in the United Kingdom. Consensus price target up from UK£15.32 to UK£15.84. Share price fell 74% to UK£1.78 over the past week.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 42% share price decline to UK£6.82, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Metals and Mining industry in the United Kingdom. Total loss to shareholders of 7.9% over the past three years.
分析記事 • Jan 29Is Polymetal International plc (LON:POLY) Expensive For A Reason? A Look At Its Intrinsic ValueDoes the January share price for Polymetal International plc ( LON:POLY ) reflect what it's really worth? Today, we...
分析記事 • Jan 06Shareholders Would Enjoy A Repeat Of Polymetal International's (LON:POLY) Recent Growth In ReturnsIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
分析記事 • Nov 24Here's Why We Think Polymetal International (LON:POLY) Is Well Worth WatchingSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
分析記事 • Oct 18Here's Why Polymetal International (LON:POLY) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Oct 05The Trend Of High Returns At Polymetal International (LON:POLY) Has Us Very InterestedWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Upcoming Dividend • Sep 02Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 09 September 2021. Payment date: 30 September 2021. Trailing yield: 6.8%. Within top quartile of British dividend payers (3.8%). Lower than average of industry peers (7.9%).
Reported Earnings • Aug 28First half 2021 earnings released: EPS US$0.89 (vs US$0.80 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: US$1.27b (up 12% from 1H 2020). Net income: US$419.0m (up 11% from 1H 2020). Profit margin: 33% (in line with 1H 2020). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 13With EPS Growth And More, Polymetal International (LON:POLY) Is InterestingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Jun 28Is Polymetal International (LON:POLY) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Upcoming Dividend • Apr 29Upcoming dividend of US$0.89 per shareEligible shareholders must have bought the stock before 06 May 2021. Payment date: 28 May 2021. Trailing yield: 6.0%. Within top quartile of British dividend payers (4.1%). Higher than average of industry peers (5.0%).
分析記事 • Apr 19We Discuss Whether Polymetal International plc's (LON:POLY) CEO Is Due For A Pay RiseThe impressive results at Polymetal International plc ( LON:POLY ) recently will be great news for shareholders. At the...
分析記事 • Apr 14Polymetal International (LON:POLY) Is Achieving High Returns On Its CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Mar 05Full year 2020 earnings released: EPS US$2.30 (vs US$1.02 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$2.87b (up 28% from FY 2019). Net income: US$1.09b (up 126% from FY 2019). Profit margin: 38% (up from 21% in FY 2019). Production and reserves: Gold Production: 1,402 troy koz (1,316 troy koz in FY 2019) Silver Production: 18,800 troy koz (21,600 troy koz in FY 2019) Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Mar 05Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.4%. Earnings per share (EPS) exceeded analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 11%, compared to a 24% growth forecast for the Metals and Mining industry in the United Kingdom.
Is New 90 Day High Low • Feb 17New 90-day low: UK£15.51The company is down 8.0% from its price of UK£16.79 on 19 November 2020. The British market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£20.58 per share.
Recent Insider Transactions • Feb 03Board Member recently bought UK£7.7k worth of stockOn the 27th of January, Manuel Lino De Sousa-Oliveira bought around 480 shares on-market at roughly UK£16.02 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold UK£271k more in shares than they bought in the last 12 months.
Recent Insider Transactions • Jan 15Board Member recently bought UK£5.3k worth of stockOn the 8th of January, Manuel Lino De Sousa-Oliveira bought around 300 shares on-market at roughly UK£17.66 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold UK£278k more in shares than they bought in the last 12 months.
Is New 90 Day High Low • Nov 24New 90-day low: UK£15.95The company is down 18% from its price of UK£19.52 on 25 August 2020. The British market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£18.19 per share.
Is New 90 Day High Low • Oct 30New 90-day low: UK£16.40The company is down 13% from its price of UK£18.95 on 31 July 2020. The British market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£19.42 per share.
