View ValuationPolyus 将来の成長Future 基準チェック /06現在、 Polyusの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Metals and Mining 収益成長19.3%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジLow最終更新日n/a今後の成長に関する最新情報Major Estimate Revision • Mar 08Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from US$5.53b to US$4.87b. EPS estimate unchanged from US$33.56 per share at last update. Metals and Mining industry in Russian Federation expected to see average net income decline 7.9% next year. Consensus price target down from ₽26,492 to ₽24,544. Share price was steady at ₽11,124 over the past week.Major Estimate Revision • Jun 25Consensus EPS estimates fall to US$19.31The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from US$5.20b to US$4.97b. EPS estimate also fell from US$25.35 to US$19.31. Net income forecast to grow 3.2% next year vs 58% growth forecast for Metals and Mining industry in Russian Federation. Consensus price target down from ₽17,798 to ₽17,291. Share price was steady at ₽14,418 over the past week.Major Estimate Revision • Jun 03Consensus EPS estimates increase to US$25.35The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from US$5.15b to US$5.20b. EPS estimate increased from US$18.73 to US$25.35 per share. Net income forecast to grow 9.3% next year vs 43% growth forecast for Metals and Mining industry in Russian Federation. Consensus price target broadly unchanged at ₽18,013. Share price was steady at ₽16,155 over the past week.Major Estimate Revision • Mar 10Analysts lower EPS estimates to US$20.23The 2021 consensus revenue estimate was lowered from US$5.53b to US$5.44b. Earning per share (EPS) estimate was also lowered from US$25.35 to US$20.23 for the same period. Net income is expected to grow by 70% next year compared to 78% growth forecast for the Metals and Mining industry in Russian Federation. The consensus price target was lowered from ₽273 to ₽269. Share price is down by 3.2% to ₽14,067 over the past week.Major Estimate Revision • Feb 27Analysts increase revenue estimates to US$487.2bThe 2021 consensus revenue estimate increased from US$415.1b. Earning per share (EPS) estimate also increased from US$1,611 to US$1,893 for the same period. Net income is expected to grow by 166% next year compared to 73% growth forecast for the Metals and Mining industry in Russian Federation. The consensus price target was lowered from ₽275 to ₽274. Share price stayed mostly flat at ₽14,045 over the past week.すべての更新を表示Recent updatesお知らせ • Apr 06Public Joint Stock Company Polyus, Annual General Meeting, May 06, 2026Public Joint Stock Company Polyus, Annual General Meeting, May 06, 2026.お知らせ • Apr 17Uzhuralzoloto OJSC (MISX:UGLD) reached a purchase and sale agreement to acquire Marokskoye LLC from Public Joint Stock Company Polyus (MISX:PLZL).Uzhuralzoloto OJSC (MISX:UGLD) reached a purchase and sale agreement to acquire Marokskoye LLC from Public Joint Stock Company Polyus (MISX:PLZL) on April 15, 2025. As part of the agreement, Uzhuralzoloto OJSC will acquire 100% stake in Marokskoye LLC.お知らせ • Mar 11Public Joint Stock Company Polyus, Annual General Meeting, Apr 14, 2025Public Joint Stock Company Polyus, Annual General Meeting, Apr 14, 2025. Location: marshal malinovsky street, building 7, moscow Russiaお知らせ • Aug 28Public Joint Stock Company Polyus to Report First Half, 2024 Results on Aug 27, 2024Public Joint Stock Company Polyus announced that they will report first half, 2024 results on Aug 27, 2024お知らせ • Jul 26Public Joint Stock Company Polyus Announces Cancellation of Admission to Trading on London Stock ExchangeAt the request of the Public Joint Stock Company Polyus's the Global Depository Receipts (Each Representing 0.5 Ordinary Shares) Fully Paid (Rule 144a); Global Depository Receipts (Each Representing 0.5 Ordinary Shares) Fully Paid (Regulation S); Level 1 American Depository Shares (Each Representing 0.5 Ordinary Shares) Fully Paid have been cancelled from admission to trading on London Stock Exchange with effect from July 25, 2023.お知らせ • Jun 27Delisting of Polyus GDRs from LSE Expected on July 25Public Joint Stock Company Polyus GDRs are expected to be delisted from the London Stock Exchange on July 25, the Russian gold producer said in a press release posted on its website. Polyus' board of directors decided that it would no longer be advisable for the company to maintain its GDR and ADR programs, and the board approved the termination of the programs and delisting of receipts from the LSE, the company said in a statement. The company also notified The Bank of New York Mellon, the depositary for the DR programs, of the termination of the DR programs. It advised DR holders to contact BNYM directly to discuss with BNYM possible options for exercising their rights in connection with the termination of the programs. Polyus decided to delist in light of the recent U.S. and UK blocking sanctions against the company. Trading in Polyus receipts, as well as those of 26 other Russian issuers, was suspended in March 2022. Polyus said in the middle of June that it had stopped disclosing information under the LSE rules. Polyus intends to maintain its listing on the Moscow Exchange following the delisting from the LSE.お知らせ • May 12Public Joint Stock Company Polyus Recommends Dividend for the Full Year 2022The Board of Directors of PJSC Polyus is recommending the dividends for the full year of 2022 in the amount of RUB 436.79 per ordinary share and setting on 16 June 2023 as dividend record date. The dividend amount and dividend record date is subject to approval by the company's annual general shareholders' meeting convened on 06 June 2023. The recommended dividend amount is equivalent to approximately $5.70 per ordinary share. The total recommended dividend payout for the full year of 2022 represents 30% of the company's EBITDA for the full year of 2022, in line with the company's dividend policy.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. No independent directors (3 non-independent directors). Chairman Sergei Nossoff was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₽12,951, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 6x in the Metals and Mining industry in Europe. Total returns to shareholders of 188% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₽7,931 per share.Board Change • Mar 24No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Chairman Sergei Nossoff was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Major Estimate Revision • Mar 08Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from US$5.53b to US$4.87b. EPS estimate unchanged from US$33.56 per share at last update. Metals and Mining industry in Russian Federation expected to see average net income decline 7.9% next year. Consensus price target down from ₽26,492 to ₽24,544. Share price was steady at ₽11,124 over the past week.Reported Earnings • Mar 04Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: US$16.82 (up from US$11.89 in FY 2020). Revenue: US$4.97b (flat on FY 2020). Net income: US$2.27b (up 42% from FY 2020). Profit margin: 46% (up from 32% in FY 2020). Production and reserves: Gold Production: 2,717 troy koz (2,766 troy koz in FY 2020) Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.2%. Over the next year, revenue is expected to shrink by 1.8% compared to a 23% growth forecast for the mining industry in Russia. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 32% share price decline to ₽8,900, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total returns to shareholders of 84% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₽8,193 per share.Reported Earnings • Nov 25Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: US$4.87 (up from US$3.59 in 3Q 2020). Revenue: US$1.40b (down 3.7% from 3Q 2020). Net income: US$657.0m (up 36% from 3Q 2020). Profit margin: 47% (up from 33% in 3Q 2020). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 1.9%, compared to a 13% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 44% per year whereas the company’s share price has increased by 45% per year.Reported Earnings • Aug 25Second quarter 2021 earnings released: EPS US$4.77 (vs US$5.11 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: US$1.25b (up 7.6% from 2Q 2020). Net income: US$644.0m (down 6.0% from 2Q 2020). Profit margin: 52% (down from 59% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.Major Estimate Revision • Jun 25Consensus EPS estimates fall to US$19.31The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from US$5.20b to US$4.97b. EPS estimate also fell from US$25.35 to US$19.31. Net income forecast to grow 3.2% next year vs 58% growth forecast for Metals and Mining industry in Russian Federation. Consensus price target down from ₽17,798 to ₽17,291. Share price was steady at ₽14,418 over the past week.Major Estimate Revision • Jun 03Consensus EPS estimates increase to US$25.35The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from US$5.15b to US$5.20b. EPS estimate increased from US$18.73 to US$25.35 per share. Net income forecast to grow 9.3% next year vs 43% growth forecast for Metals and Mining industry in Russian Federation. Consensus price target broadly unchanged at ₽18,013. Share price was steady at ₽16,155 over the past week.Reported Earnings • May 28First quarter 2021 earnings released: EPS US$3.33 (vs US$3.06 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$1.03b (up 18% from 1Q 2020). Net income: US$449.0m (up US$857.0m from 1Q 2020). Profit margin: 44% (up from net loss in 1Q 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions Derivative • Mar 25Senior VP of Operations & Director exercised options to buy ₽1.2b worth of stock.On the 23rd of March, Vladimir Anatolyevich Polin exercised options to buy 84k shares at a strike price of around ₽14,178, costing a total of ₽1.2b. This transaction amounted to 29% of their direct individual holding at the time of the trade. Since March 2020, Vladimir's direct individual holding has decreased from 291.48k shares to 291.46k. Company insiders have collectively bought ₽1.7b more than they sold, via options and on-market transactions, in the last 12 months.Major Estimate Revision • Mar 10Analysts lower EPS estimates to US$20.23The 2021 consensus revenue estimate was lowered from US$5.53b to US$5.44b. Earning per share (EPS) estimate was also lowered from US$25.35 to US$20.23 for the same period. Net income is expected to grow by 70% next year compared to 78% growth forecast for the Metals and Mining industry in Russian Federation. The consensus price target was lowered from ₽273 to ₽269. Share price is down by 3.2% to ₽14,067 over the past week.Reported Earnings • Mar 01Full year 2020 earnings released: EPS US$11.89 (vs US$14.52 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$5.00b (up 25% from FY 2019). Net income: US$1.60b (down 17% from FY 2019). Profit margin: 32% (down from 48% in FY 2019). The decrease in margin was driven by higher expenses. Production and reserves: Gold Production: 2,766 troy koz (2,841 troy koz in FY 2019) Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Mar 01Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.4%. Earnings per share (EPS) missed analyst estimates by 15%. Over the next year, revenue is forecast to grow 31%, compared to a 23% growth forecast for the Metals and Mining industry in Russia.Major Estimate Revision • Feb 27Analysts increase revenue estimates to US$487.2bThe 2021 consensus revenue estimate increased from US$415.1b. Earning per share (EPS) estimate also increased from US$1,611 to US$1,893 for the same period. Net income is expected to grow by 166% next year compared to 73% growth forecast for the Metals and Mining industry in Russian Federation. The consensus price target was lowered from ₽275 to ₽274. Share price stayed mostly flat at ₽14,045 over the past week.Is New 90 Day High Low • Feb 17New 90-day low: ₽13,939The company is down 10.0% from its price of ₽15,442 on 19 November 2020. The Russian market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽12,126 per share.Is New 90 Day High Low • Dec 10New 90-day low: ₽14,372The company is down 16% from its price of ₽17,199 on 11 September 2020. The Russian market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽9,410 per share.Is New 90 Day High Low • Nov 20New 90-day low: ₽15,442The company is down 13% from its price of ₽17,715 on 21 August 2020. The Russian market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽8,929 per share.Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS US$3.59The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$1.45b (up 36% from 3Q 2019). Net income: US$482.0m (up 70% from 3Q 2019). Profit margin: 33% (up from 27% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 48% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Oct 26New 90-day low: ₽16,079The company is down 3.0% from its price of ₽16,632 on 28 July 2020. The Russian market is down 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽8,915 per share. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Polyus は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測MISX:PLZL - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20225,762N/AN/AN/A16/30/20224,5452,5659942,258N/A3/31/20224,8642,5151,3912,601N/A12/31/20214,9662,2701,8062,936N/A9/30/20215,1882,5892,1053,100N/A6/30/20215,2422,4142,3633,229N/A3/31/20215,1542,4552,3773,188N/A12/31/20204,9981,5982,2463,046N/A9/30/20204,7701,4572,0792,833N/A6/30/20204,3861,2591,6832,481N/A3/31/20204,1269911,4532,280N/A12/31/20194,0051,9311,3792,174N/A9/30/20193,5131,1951,1031,907N/A6/30/20193,3361,0549551,761N/A3/31/20193,0357498421,638N/A12/31/20182,6604065751,344N/A9/30/20182,6957104911,320N/A6/30/20182,6399334391,305N/A3/31/20182,7899903701,282N/A12/31/20172,7591,2554701,311N/A9/30/20172,8521,5864321,295N/A6/30/20172,7611,5915481,291N/A3/31/20172,8571,7986401,300N/A12/31/20162,6671,5307071,284N/A9/30/20162,4801,1648001,154N/A6/30/20162,3609568011,119N/A3/31/20162,125967N/A1,105N/A12/31/20151,862837N/A934N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: PLZLの予測収益成長が 貯蓄率 ( 7.5% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: PLZLの収益がRussian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: PLZLの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: PLZLの収益がRussian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: PLZLの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: PLZLの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance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2022/10/05 09:24終値2022/07/08 00:00収益2022/06/30年間収益2021/12/31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Public Joint Stock Company Polyus 1 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。8 アナリスト機関ANDREW KAIPBMO Capital Markets Equity ResearchAnton FedotovBofA Global ResearchAnna Dubois-MulhollandDeutsche Bank5 その他のアナリストを表示
Major Estimate Revision • Mar 08Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from US$5.53b to US$4.87b. EPS estimate unchanged from US$33.56 per share at last update. Metals and Mining industry in Russian Federation expected to see average net income decline 7.9% next year. Consensus price target down from ₽26,492 to ₽24,544. Share price was steady at ₽11,124 over the past week.
Major Estimate Revision • Jun 25Consensus EPS estimates fall to US$19.31The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from US$5.20b to US$4.97b. EPS estimate also fell from US$25.35 to US$19.31. Net income forecast to grow 3.2% next year vs 58% growth forecast for Metals and Mining industry in Russian Federation. Consensus price target down from ₽17,798 to ₽17,291. Share price was steady at ₽14,418 over the past week.
Major Estimate Revision • Jun 03Consensus EPS estimates increase to US$25.35The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from US$5.15b to US$5.20b. EPS estimate increased from US$18.73 to US$25.35 per share. Net income forecast to grow 9.3% next year vs 43% growth forecast for Metals and Mining industry in Russian Federation. Consensus price target broadly unchanged at ₽18,013. Share price was steady at ₽16,155 over the past week.
Major Estimate Revision • Mar 10Analysts lower EPS estimates to US$20.23The 2021 consensus revenue estimate was lowered from US$5.53b to US$5.44b. Earning per share (EPS) estimate was also lowered from US$25.35 to US$20.23 for the same period. Net income is expected to grow by 70% next year compared to 78% growth forecast for the Metals and Mining industry in Russian Federation. The consensus price target was lowered from ₽273 to ₽269. Share price is down by 3.2% to ₽14,067 over the past week.
Major Estimate Revision • Feb 27Analysts increase revenue estimates to US$487.2bThe 2021 consensus revenue estimate increased from US$415.1b. Earning per share (EPS) estimate also increased from US$1,611 to US$1,893 for the same period. Net income is expected to grow by 166% next year compared to 73% growth forecast for the Metals and Mining industry in Russian Federation. The consensus price target was lowered from ₽275 to ₽274. Share price stayed mostly flat at ₽14,045 over the past week.
お知らせ • Apr 06Public Joint Stock Company Polyus, Annual General Meeting, May 06, 2026Public Joint Stock Company Polyus, Annual General Meeting, May 06, 2026.
お知らせ • Apr 17Uzhuralzoloto OJSC (MISX:UGLD) reached a purchase and sale agreement to acquire Marokskoye LLC from Public Joint Stock Company Polyus (MISX:PLZL).Uzhuralzoloto OJSC (MISX:UGLD) reached a purchase and sale agreement to acquire Marokskoye LLC from Public Joint Stock Company Polyus (MISX:PLZL) on April 15, 2025. As part of the agreement, Uzhuralzoloto OJSC will acquire 100% stake in Marokskoye LLC.
お知らせ • Mar 11Public Joint Stock Company Polyus, Annual General Meeting, Apr 14, 2025Public Joint Stock Company Polyus, Annual General Meeting, Apr 14, 2025. Location: marshal malinovsky street, building 7, moscow Russia
お知らせ • Aug 28Public Joint Stock Company Polyus to Report First Half, 2024 Results on Aug 27, 2024Public Joint Stock Company Polyus announced that they will report first half, 2024 results on Aug 27, 2024
お知らせ • Jul 26Public Joint Stock Company Polyus Announces Cancellation of Admission to Trading on London Stock ExchangeAt the request of the Public Joint Stock Company Polyus's the Global Depository Receipts (Each Representing 0.5 Ordinary Shares) Fully Paid (Rule 144a); Global Depository Receipts (Each Representing 0.5 Ordinary Shares) Fully Paid (Regulation S); Level 1 American Depository Shares (Each Representing 0.5 Ordinary Shares) Fully Paid have been cancelled from admission to trading on London Stock Exchange with effect from July 25, 2023.
お知らせ • Jun 27Delisting of Polyus GDRs from LSE Expected on July 25Public Joint Stock Company Polyus GDRs are expected to be delisted from the London Stock Exchange on July 25, the Russian gold producer said in a press release posted on its website. Polyus' board of directors decided that it would no longer be advisable for the company to maintain its GDR and ADR programs, and the board approved the termination of the programs and delisting of receipts from the LSE, the company said in a statement. The company also notified The Bank of New York Mellon, the depositary for the DR programs, of the termination of the DR programs. It advised DR holders to contact BNYM directly to discuss with BNYM possible options for exercising their rights in connection with the termination of the programs. Polyus decided to delist in light of the recent U.S. and UK blocking sanctions against the company. Trading in Polyus receipts, as well as those of 26 other Russian issuers, was suspended in March 2022. Polyus said in the middle of June that it had stopped disclosing information under the LSE rules. Polyus intends to maintain its listing on the Moscow Exchange following the delisting from the LSE.
お知らせ • May 12Public Joint Stock Company Polyus Recommends Dividend for the Full Year 2022The Board of Directors of PJSC Polyus is recommending the dividends for the full year of 2022 in the amount of RUB 436.79 per ordinary share and setting on 16 June 2023 as dividend record date. The dividend amount and dividend record date is subject to approval by the company's annual general shareholders' meeting convened on 06 June 2023. The recommended dividend amount is equivalent to approximately $5.70 per ordinary share. The total recommended dividend payout for the full year of 2022 represents 30% of the company's EBITDA for the full year of 2022, in line with the company's dividend policy.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. No independent directors (3 non-independent directors). Chairman Sergei Nossoff was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₽12,951, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 6x in the Metals and Mining industry in Europe. Total returns to shareholders of 188% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₽7,931 per share.
Board Change • Mar 24No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Chairman Sergei Nossoff was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Major Estimate Revision • Mar 08Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from US$5.53b to US$4.87b. EPS estimate unchanged from US$33.56 per share at last update. Metals and Mining industry in Russian Federation expected to see average net income decline 7.9% next year. Consensus price target down from ₽26,492 to ₽24,544. Share price was steady at ₽11,124 over the past week.
Reported Earnings • Mar 04Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: US$16.82 (up from US$11.89 in FY 2020). Revenue: US$4.97b (flat on FY 2020). Net income: US$2.27b (up 42% from FY 2020). Profit margin: 46% (up from 32% in FY 2020). Production and reserves: Gold Production: 2,717 troy koz (2,766 troy koz in FY 2020) Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.2%. Over the next year, revenue is expected to shrink by 1.8% compared to a 23% growth forecast for the mining industry in Russia. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 32% share price decline to ₽8,900, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total returns to shareholders of 84% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₽8,193 per share.
Reported Earnings • Nov 25Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: US$4.87 (up from US$3.59 in 3Q 2020). Revenue: US$1.40b (down 3.7% from 3Q 2020). Net income: US$657.0m (up 36% from 3Q 2020). Profit margin: 47% (up from 33% in 3Q 2020). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 1.9%, compared to a 13% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 44% per year whereas the company’s share price has increased by 45% per year.
Reported Earnings • Aug 25Second quarter 2021 earnings released: EPS US$4.77 (vs US$5.11 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: US$1.25b (up 7.6% from 2Q 2020). Net income: US$644.0m (down 6.0% from 2Q 2020). Profit margin: 52% (down from 59% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
Major Estimate Revision • Jun 25Consensus EPS estimates fall to US$19.31The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from US$5.20b to US$4.97b. EPS estimate also fell from US$25.35 to US$19.31. Net income forecast to grow 3.2% next year vs 58% growth forecast for Metals and Mining industry in Russian Federation. Consensus price target down from ₽17,798 to ₽17,291. Share price was steady at ₽14,418 over the past week.
Major Estimate Revision • Jun 03Consensus EPS estimates increase to US$25.35The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from US$5.15b to US$5.20b. EPS estimate increased from US$18.73 to US$25.35 per share. Net income forecast to grow 9.3% next year vs 43% growth forecast for Metals and Mining industry in Russian Federation. Consensus price target broadly unchanged at ₽18,013. Share price was steady at ₽16,155 over the past week.
Reported Earnings • May 28First quarter 2021 earnings released: EPS US$3.33 (vs US$3.06 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$1.03b (up 18% from 1Q 2020). Net income: US$449.0m (up US$857.0m from 1Q 2020). Profit margin: 44% (up from net loss in 1Q 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions Derivative • Mar 25Senior VP of Operations & Director exercised options to buy ₽1.2b worth of stock.On the 23rd of March, Vladimir Anatolyevich Polin exercised options to buy 84k shares at a strike price of around ₽14,178, costing a total of ₽1.2b. This transaction amounted to 29% of their direct individual holding at the time of the trade. Since March 2020, Vladimir's direct individual holding has decreased from 291.48k shares to 291.46k. Company insiders have collectively bought ₽1.7b more than they sold, via options and on-market transactions, in the last 12 months.
Major Estimate Revision • Mar 10Analysts lower EPS estimates to US$20.23The 2021 consensus revenue estimate was lowered from US$5.53b to US$5.44b. Earning per share (EPS) estimate was also lowered from US$25.35 to US$20.23 for the same period. Net income is expected to grow by 70% next year compared to 78% growth forecast for the Metals and Mining industry in Russian Federation. The consensus price target was lowered from ₽273 to ₽269. Share price is down by 3.2% to ₽14,067 over the past week.
Reported Earnings • Mar 01Full year 2020 earnings released: EPS US$11.89 (vs US$14.52 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$5.00b (up 25% from FY 2019). Net income: US$1.60b (down 17% from FY 2019). Profit margin: 32% (down from 48% in FY 2019). The decrease in margin was driven by higher expenses. Production and reserves: Gold Production: 2,766 troy koz (2,841 troy koz in FY 2019) Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Mar 01Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.4%. Earnings per share (EPS) missed analyst estimates by 15%. Over the next year, revenue is forecast to grow 31%, compared to a 23% growth forecast for the Metals and Mining industry in Russia.
Major Estimate Revision • Feb 27Analysts increase revenue estimates to US$487.2bThe 2021 consensus revenue estimate increased from US$415.1b. Earning per share (EPS) estimate also increased from US$1,611 to US$1,893 for the same period. Net income is expected to grow by 166% next year compared to 73% growth forecast for the Metals and Mining industry in Russian Federation. The consensus price target was lowered from ₽275 to ₽274. Share price stayed mostly flat at ₽14,045 over the past week.
Is New 90 Day High Low • Feb 17New 90-day low: ₽13,939The company is down 10.0% from its price of ₽15,442 on 19 November 2020. The Russian market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽12,126 per share.
Is New 90 Day High Low • Dec 10New 90-day low: ₽14,372The company is down 16% from its price of ₽17,199 on 11 September 2020. The Russian market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽9,410 per share.
Is New 90 Day High Low • Nov 20New 90-day low: ₽15,442The company is down 13% from its price of ₽17,715 on 21 August 2020. The Russian market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽8,929 per share.
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS US$3.59The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$1.45b (up 36% from 3Q 2019). Net income: US$482.0m (up 70% from 3Q 2019). Profit margin: 33% (up from 27% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 48% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Oct 26New 90-day low: ₽16,079The company is down 3.0% from its price of ₽16,632 on 28 July 2020. The Russian market is down 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽8,915 per share.