Pan African Resources（PAN）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PAN ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長5/6過去の実績6/6財務の健全性4/6配当金0/6報酬当社が推定した公正価値より48.7%で取引されている 収益は年間27.48%増加すると予測されています 過去1年間で収益は178.4%増加しました アナリストらは、株価が37.3%上昇するだろうとほぼ一致している。 リスク分析過去3か月間に大規模なインサイダー売却が発生 ZA市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るPAN Community Fair Values Create NarrativeSee what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueRCurrent PriceR29.9444.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture01b2016201920222025202620282031Revenue US$1.4bEarnings US$399.5mAdvancedSet Fair ValueView all narrativesPan African Resources PLC 競合他社Harmony Gold MiningSymbol: JSE:HARMarket cap: R171.6bGold FieldsSymbol: JSE:GFIMarket cap: R572.1bKumba Iron OreSymbol: JSE:KIOMarket cap: R96.8bAfrican Rainbow MineralsSymbol: JSE:ARIMarket cap: R41.8b価格と性能株価の高値、安値、推移の概要Pan African Resources過去の株価現在の株価UK£29.9452週高値UK£42.0952週安値UK£10.66ベータ0.781ヶ月の変化-9.55%3ヶ月変化-21.27%1年変化162.86%3年間の変化838.56%5年間の変化594.66%IPOからの変化2,437.29%最新ニュースRecent Insider Transactions • May 17CEO & Executive Director recently sold R86m worth of stockOn the 11th of May, Jacobus Albertus Loots sold around 3m shares on-market at roughly R33.03 per share. This transaction amounted to 44% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jacobus Albertus has been a net seller over the last 12 months, reducing personal holdings by R110m.Recent Insider Transactions • Apr 22Independent Non-Executive Chairman recently sold R35m worth of stockOn the 17th of April, Keith Spencer sold around 1m shares on-market at roughly R35.38 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Keith's only on-market trade for the last 12 months.Recent Insider Transactions • Mar 18CEO & Executive Director recently sold R3.5m worth of stockOn the 12th of March, Jacobus Albertus Loots sold around 100k shares on-market at roughly R34.51 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jacobus Albertus has been a net seller over the last 12 months, reducing personal holdings by R24m.お知らせ • Mar 09Pan African Resources PLC (LSE:PAF) agreed to acquire Emmerson Resources Limited (ASX:ERM) from Noontide Investments Ltd, TA Private Capital Security Agent Ltd and others for approximately AUD 290 million.Pan African Resources PLC (LSE:PAF) agreed to acquire Emmerson Resources Limited (ASX:ERM) from Noontide Investments Ltd, TA Private Capital Security Agent Ltd and others for approximately AUD 290 million on March 9, 2026. The consideration consists of common equity of Pan African Resources PLC at a ratio of 0.1493 per common equity of Emmerson Resources Limited. As part of consideration, an undisclosed value is paid towards common equity of Emmerson Resources Limited. The transaction is subject to approval of merger agreement by target board and approval of offer by target shareholders. The Scheme Meeting of Emmerson shareholders to approve the Scheme is expected to be held in mid-late June 2026. Subject to the conditions of the Scheme being satisfied, or waived, the Scheme is expected to be implemented in early-mid July 2026. Barrenjoey Capital Partners acted as financial advisor for Pan African Resources PLC. Canaccord Genuity Limited acted as financial advisor for Pan African Resources PLC. Peel Hunt LLP acted as financial advisor for Pan African Resources PLC. Corrs Chambers Westgarth acted as legal advisor for Pan African Resources PLC. Druces LLP acted as legal advisor for Pan African Resources PLC.Upcoming Dividend • Mar 04Upcoming dividend of R0.12 per shareEligible shareholders must have bought the stock before 11 March 2026. Payment date: 17 March 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of South African dividend payers (7.0%). Lower than average of industry peers (2.7%).Reported Earnings • Feb 21First half 2026 earnings released: EPS: US$0.073 (vs US$0.025 in 1H 2025)First half 2026 results: EPS: US$0.073 (up from US$0.025 in 1H 2025). Revenue: US$487.1m (up 157% from 1H 2025). Net income: US$148.0m (up 207% from 1H 2025). Profit margin: 30% (up from 26% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Metals and Mining industry in South Africa. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 130% per year, which means it is tracking significantly ahead of earnings growth.最新情報をもっと見るRecent updatesRecent Insider Transactions • May 17CEO & Executive Director recently sold R86m worth of stockOn the 11th of May, Jacobus Albertus Loots sold around 3m shares on-market at roughly R33.03 per share. This transaction amounted to 44% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jacobus Albertus has been a net seller over the last 12 months, reducing personal holdings by R110m.Recent Insider Transactions • Apr 22Independent Non-Executive Chairman recently sold R35m worth of stockOn the 17th of April, Keith Spencer sold around 1m shares on-market at roughly R35.38 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Keith's only on-market trade for the last 12 months.Recent Insider Transactions • Mar 18CEO & Executive Director recently sold R3.5m worth of stockOn the 12th of March, Jacobus Albertus Loots sold around 100k shares on-market at roughly R34.51 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jacobus Albertus has been a net seller over the last 12 months, reducing personal holdings by R24m.お知らせ • Mar 09Pan African Resources PLC (LSE:PAF) agreed to acquire Emmerson Resources Limited (ASX:ERM) from Noontide Investments Ltd, TA Private Capital Security Agent Ltd and others for approximately AUD 290 million.Pan African Resources PLC (LSE:PAF) agreed to acquire Emmerson Resources Limited (ASX:ERM) from Noontide Investments Ltd, TA Private Capital Security Agent Ltd and others for approximately AUD 290 million on March 9, 2026. The consideration consists of common equity of Pan African Resources PLC at a ratio of 0.1493 per common equity of Emmerson Resources Limited. As part of consideration, an undisclosed value is paid towards common equity of Emmerson Resources Limited. The transaction is subject to approval of merger agreement by target board and approval of offer by target shareholders. The Scheme Meeting of Emmerson shareholders to approve the Scheme is expected to be held in mid-late June 2026. Subject to the conditions of the Scheme being satisfied, or waived, the Scheme is expected to be implemented in early-mid July 2026. Barrenjoey Capital Partners acted as financial advisor for Pan African Resources PLC. Canaccord Genuity Limited acted as financial advisor for Pan African Resources PLC. Peel Hunt LLP acted as financial advisor for Pan African Resources PLC. Corrs Chambers Westgarth acted as legal advisor for Pan African Resources PLC. Druces LLP acted as legal advisor for Pan African Resources PLC.Upcoming Dividend • Mar 04Upcoming dividend of R0.12 per shareEligible shareholders must have bought the stock before 11 March 2026. Payment date: 17 March 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of South African dividend payers (7.0%). Lower than average of industry peers (2.7%).Reported Earnings • Feb 21First half 2026 earnings released: EPS: US$0.073 (vs US$0.025 in 1H 2025)First half 2026 results: EPS: US$0.073 (up from US$0.025 in 1H 2025). Revenue: US$487.1m (up 157% from 1H 2025). Net income: US$148.0m (up 207% from 1H 2025). Profit margin: 30% (up from 26% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Metals and Mining industry in South Africa. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 130% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Feb 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.7% average weekly change).お知らせ • Jan 27Pan African Resources PLC Proposes Interim Cash Dividend for the Six Months Ended 31 December 2025Pan African Resources PLC proposed interim cash dividend of ZAR 12 cents per share for the six months ended 31 December 2025.Upcoming Dividend • Nov 19Upcoming dividend of R0.37 per shareEligible shareholders must have bought the stock before 26 November 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 29% but the company is paying out more than the cash it is generating. Trailing yield: 1.7%. Lower than top quartile of South African dividend payers (7.6%). Lower than average of industry peers (1.9%).Recent Insider Transactions • Oct 22CEO & Executive Director recently sold R4.4m worth of stockOn the 17th of October, Jacobus Albertus Loots sold around 200k shares on-market at roughly R22.17 per share. This transaction amounted to 3.2% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth R11m. Jacobus Albertus has been a net seller over the last 12 months, reducing personal holdings by R20m.Price Target Changed • Oct 01Price target increased by 38% to R20.25Up from R14.70, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of R20.29. Stock is up 165% over the past year. The company is forecast to post earnings per share of US$0.15 for next year compared to US$0.072 last year.Recent Insider Transactions • Sep 17CEO & Executive Director recently sold R11m worth of stockOn the 10th of September, Jacobus Albertus Loots sold around 600k shares on-market at roughly R18.17 per share. This transaction amounted to 8.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jacobus Albertus has been a net seller over the last 12 months, reducing personal holdings by R16m.Declared Dividend • Sep 12Dividend of R0.37 announcedShareholders will receive a dividend of R0.37. Ex-date: 26th November 2025 Payment date: 9th December 2025 Dividend yield will be 2.0%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 100%.お知らせ • Sep 12+ 1 more updatePan African Resources PLC to Report First Half, 2026 Results on Feb 18, 2026Pan African Resources PLC announced that they will report first half, 2026 results on Feb 18, 2026New Risk • Sep 11New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 20% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risk Significant insider selling over the past 3 months (R5.0m sold).お知らせ • Sep 11Pan African Resources PLC, Annual General Meeting, Nov 20, 2025Pan African Resources PLC, Annual General Meeting, Nov 20, 2025.Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R17.97, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Metals and Mining industry in South Africa. Total returns to shareholders of 448% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R32.66 per share.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R14.84, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Metals and Mining industry in South Africa. Total returns to shareholders of 307% over the past three years.お知らせ • Jul 02Pan African Resources PLC (AIM:PAF) commences an Equity Buyback Plan for 144,486,033 shares, representing 6.5% of its issued share capital, under the authorization approved on November 21, 2024.Pan African Resources PLC (AIM:PAF) commences share repurchases on July 1, 2025, under the program mandated by the shareholders in the Annual General Meeting held on November 21, 2024. As per the mandate, the company is authorized to repurchase up to 111,734,375 shares, representing 5% of its issued share capital. The minimum price which may be paid for such ordinary shares will be 1 pence. The maximum price which may be paid for such ordinary share will not exceed 5% above the average closing price of such shares for the five business days on the London Stock Exchange prior to the date of purchase; and that stipulated by the EU Commission-adopted Regulatory Technical Standards. The authority shall expire on the earlier of December 31, 2025, and the conclusion of the 2022 AGM, unless such authority is renewed prior to that time. As of October 18, 2024, the company had 2,222,862,046 ordinary shares in issue. On June 11, 2025, the company announced a share repurchase program. Under the program, the company will repurchase £8.2 million (ZAR 200 million or approximately $11.1 million) of ordinary shares. The company’s profits available for distribution exceed the maximum amount proposed to be paid by the Company in implementing the Program. The purpose of the program is to deliver value to shareholders. Repurchases will commence from June 17, 2025. On June 26, 2025, the company announced that the company has entered into an agreement with Peel Hunt LLP ("Peel Hunt"), to carry out purchases. Repurchases will commence from July 1, 2025.お知らせ • Jun 13Pan African Resources PLC Announces Production Guidance for the Second Half and Full Year 2025 and Full Year of 2026Pan African Resources PLC announced production guidance for the second half and full year 2025 and full year of 2026. For second half of 2025, the company estimated production at approximately 112,000oz, representing an increase of approximately 32% when compared to first half of 2021 (84,705oz). For the full year, the company expects production of approximately 197,000oz (2024: 186,039oz), an increase in production of approximately 6% compared to the prior financial year. Despite a significant increase in production in second half of 2025, full year production will therefore fall marginally below full year 2025 production guidance range of 205,000oz to 215,000oz as a result of Slower than expected ramp up of the Evander underground subvertical shaft project,which is now fully commissioned and operational and Delays encountered with the commissioning of the filter presses associated with the dry stack landforms (tailings section) of the Tennant Mines plant, resulting in a slower ramp up in production. For the full year 2026, the company announced production guidance of between 275,000oz and 292,000oz, an increase of approximately 40% compared to expected 2025 production.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 22%After last week's 22% share price gain to R11.94, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Metals and Mining industry in South Africa. Total returns to shareholders of 210% over the past three years.Price Target Changed • Mar 27Price target increased by 14% to R10.55Up from R9.25, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of R10.23. Stock is up 90% over the past year. The company is forecast to post earnings per share of US$0.072 for next year compared to US$0.041 last year.New Risk • Mar 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (39% accrual ratio). Minor Risks High level of debt (53% net debt to equity). Share price has been volatile over the past 3 months (6.7% average weekly change).Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R9.97, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Metals and Mining industry in South Africa. Total returns to shareholders of 178% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R14.56 per share.お知らせ • Mar 06+ 1 more updatePan African Resources PLC to Report Fiscal Year 2025 Final Results on Oct 28, 2025Pan African Resources PLC announced that they will report fiscal year 2025 final results on Oct 28, 2025Price Target Changed • Feb 23Price target decreased by 8.9% to R9.25Down from R10.15, the current price target is an average from 4 analysts. New target price is 11% above last closing price of R8.30. Stock is up 88% over the past year. The company is forecast to post earnings per share of US$0.073 for next year compared to US$0.041 last year.Reported Earnings • Feb 14First half 2025 earnings released: EPS: US$0.024 (vs US$0.021 in 1H 2024)First half 2025 results: EPS: US$0.024 (up from US$0.021 in 1H 2024). Revenue: US$189.3m (flat on 1H 2024). Net income: US$45.4m (up 11% from 1H 2024). Profit margin: 24% (up from 21% in 1H 2024). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Metals and Mining industry in South Africa. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Feb 13New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 53% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (39% accrual ratio). Minor Risk High level of debt (53% net debt to equity).Valuation Update With 7 Day Price Move • Feb 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to R8.12, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Metals and Mining industry in South Africa. Total returns to shareholders of 126% over the past three years.お知らせ • Feb 12Pan African Resources plc Provides Production Guidance for the Year 2025 and 2026Pan African Resources PLC provided production guidance for the year 2025 and 2026. The Company is well positioned for much-improved production in H2FY2025, with a further significant increase in production expected for FY2026. Full-year guidance for FY2025 of production approximately 215,000oz (FY2024: 186,039oz) is maintained, an increase of 16% from the prior year. For the year 2026, the company expects production of 270,000 to 308,000 oz in 2026.お知らせ • Dec 13Pan African Resources PLC (AIM:PAF) completed the acquisition of remaining 92% stake in Tenant Consolidated Mining Group Pty Ltd.Pan African Resources PLC (AIM:PAF) agreed to acquire remaining 92% stake in Tenant Consolidated Mining Group Pty Ltd for $50.8 million on November 5, 2024. The consideration consists of common equity of Pan African Resources PLC having a value of $39.09 million to be issued for common equity and common equity of Pan African Resources PLC having a value of $11.68 million to be issued for non-convertible debt of Tenant Consolidated Mining Group Pty Ltd. As part of consideration, $39.09 million is paid towards common equity and $11.68 million is paid towards shareholder claims of Tenant Consolidated Mining Group Pty Ltd. Upon completion, Pan African Resources PLC will own 100% stake in Tenant Consolidated Mining Group Pty Ltd. The expected completion of the transaction is December, 2024. Ross Allister and Georgia Langoulant of Peel Hunt LLP acted as financial advisor for Pan African Resources PLC. Pan African Resources PLC (AIM:PAF) completed the acquisition of remaining 92% stake in Tenant Consolidated Mining Group Pty Ltd on December 12, 2024.お知らせ • Dec 12Pan African Resources PLC Provides Production Guidance for the First Half and Full Year of Fiscal Year 2025 and 2026Pan African Resources PLC provided production guidance for the first half and full year of fiscal year 2025 and 2026. For first half of fiscal year 2025, production expected to be in line with second half of fiscal year 2024 (H2FY2024: 87,581oz). Production for the full year 2025 is estimated at approximately 215,000oz (FY2024: 186,039oz), an increase of 16% from the prior year. It is estimated that the Group's fiscal year 2026 production (excluding the TCMG operation in Australia) will further increase to between 235,000oz and 250,000oz. This production enhancement is mainly driven by the steady-state production at the MTR operation as well as increased production from Evander Mines underground operations, following substantial investments in infrastructure and development over the past few years.Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to R8.70, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 7x in the Metals and Mining industry in South Africa. Total returns to shareholders of 162% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R14.09 per share.Upcoming Dividend • Nov 20Upcoming dividend of R0.22 per shareEligible shareholders must have bought the stock before 27 November 2024. Payment date: 10 December 2024. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of South African dividend payers (8.2%). Lower than average of industry peers (4.3%).お知らせ • Nov 06Pan African Resources PLC (AIM:PAF) agreed to acquire remaining 92% stake in Tenant Consolidated Mining Group Pty Ltd for $50.8 millionPan African Resources PLC (AIM:PAF) agreed to acquire remaining 92% stake in Tenant Consolidated Mining Group Pty Ltd for $50.8 million on November 5, 2024. The consideration consists of common equity of Pan African Resources PLC having a value of $39.09 million to be issued for common equity and common equity of Pan African Resources PLC having a value of $11.68 million to be issued for non-convertible debt of Tenant Consolidated Mining Group Pty Ltd. As part of consideration, $39.09 million is paid towards common equity and $11.68 million is paid towards shareholder claims of Tenant Consolidated Mining Group Pty Ltd. Upon completion, Pan African Resources PLC will own 100% stake in Tenant Consolidated Mining Group Pty Ltd. The expected completion of the transaction is December, 2024. Peel Hunt LLP acted as financial advisor for Pan African Resources PLC.お知らせ • Oct 01Pan African Resources plc Appoints Marileen Kok to the Board as the Financial Director and as A Member of the Social and Ethics CommitteePan African Resources PLC announced that Marileen Kok has been appointed to the Board as the Financial Director and as a member of the social and ethics committee with effect from 1 October 2024. Marileen will also be appointed as a director of PAR Funding Company and as the debt officer with effect from 1 October 2024. Marileen is a Chartered Accountant with extensive experience in the mining industry, specifically relating to financial reporting, corporate finance, governance and regulatory compliance and various other commercial matters. She joined the Group as Group Financial Manager in January 2020.Declared Dividend • Sep 13Dividend of R0.22 announcedShareholders will receive a dividend of R0.22. Ex-date: 27th November 2024 Payment date: 10th December 2024 Dividend yield will be 3.0%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 95% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Sep 12Full year 2024 earnings released: EPS: US$0.041 (vs US$0.032 in FY 2023)Full year 2024 results: EPS: US$0.041 (up from US$0.032 in FY 2023). Revenue: US$373.8m (up 16% from FY 2023). Net income: US$79.4m (up 30% from FY 2023). Profit margin: 21% (up from 19% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Metals and Mining industry in South Africa. 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 30% per year, which means it is well ahead of earnings.お知らせ • Sep 12Pan African Resources PLC to Report First Half, 2025 Results on Feb 12, 2025Pan African Resources PLC announced that they will report first half, 2025 results on Feb 12, 2025お知らせ • Sep 11Pan African Resources plc Proposes Final Dividend for the Year 2024, Payable on December 10, 2024Pan African Resources PLC proposed a final dividend of ZAR 489 million for the 2024 financial year (approximately USD 26.8 million), equal to 22.00000 ZAR cents per share or approximately 1.20946 US cents per share (0.95611 pence per share). A dividend of 18.00000 ZA cents per share or approximately 1.05820 US cents per share (or 0.86915 pence per share) was paid for the 2023 financial year. The dividend is subject to approval by shareholders at the AGM, which is to be convened for 21 November 2024. Ex-dividend date for JSE is November 27, 2024 and LSE is November 28, 2024. Record date for JSE and LSE is November 29, 2024. Payment date is December 10, 2024.お知らせ • Sep 05Pan African Resources PLC Provides Earnings Guidance for the Financial Year Ended 30 June 2024Pan African Resources PLC provided earnings guidance for the financial year ended 30 June 2024. For the year, the company's headline earnings per share (HEPS) for the current financial year are expected to be between United states 3.99 United states cents per share and 4.31 United states cents per share, compared to 3.15 United states cents per share for the previous reporting period, an increase of between 27% and 37%. Earnings per share (EPS) for the current reporting period are expected to be between 3.98 United states cents per share and 4.30 United states cents per share respectively, compared to 3.19 United states cents per share for the previous reporting period, an increase of between 25% and 35%. The increases in HEPS and EPS for the current reporting period, relative to the previous reporting period, are mainly as a result of the following primary factors: Revenue increased by 16.8%, mainly due to the increase in gold sold of 4.9% combined with an increase in the average USD gold price of 11.3%.Recent Insider Transactions • Jul 05CEO & Executive Director recently sold R1.8m worth of stockOn the 27th of June, Jacobus Albertus Loots sold around 300k shares on-market at roughly R6.13 per share. This transaction amounted to 3.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jacobus Albertus has been a net seller over the last 12 months, reducing personal holdings by R3.2m.お知らせ • May 10Pan African Resources plc Revised Production Guidance for the Year Ending 30 June 2024 and Provides Production Guidance for 2025Pan African Resources PLC revised production guidance for the year ending 30 June 2024 and provided production guidance for 2025. Production guidance for the year ending 30 June 2024 (current financial year) narrowed to between 186,000oz to 190,000oz (previously 180,000oz to 190,000oz).Production guidance for the 2025 financial year of 215,000oz to 225,000oz.お知らせ • Mar 27Pan African Resources PLC, Annual General Meeting, Nov 21, 2024Pan African Resources PLC, Annual General Meeting, Nov 21, 2024.お知らせ • Feb 02Pan African Resources plc Provides Earnings Guidance for the Six Months Ended December 31, 2023Pan African Resources PLC announced earnings guidance for the six months ended December 31, 2023. For the period, the company expects its headline earnings per share (HEPS) and earnings per share (EPS) to be between $2.14 cents per share and $2.30 cents per share, compared to $1.52 cents per share for the corresponding reporting period, an increase of between 41% and 51%.お知らせ • Jan 22Pan African Resources plc Provides Production Guidance for the Full Year 2024 and 2025Pan African Resources PLC provided production guidance for the full year 2024 and 2025. Production guidance for the full 2024 year is maintained at between 180,000oz to 190,000 oz (FY2023: 175,209 oz). However, given the excellent production performance in the Reporting Period, revised guidance may be considered in due course. Production for FY2025 is expected to be significantly higher, following commissioning of the MTR project, which will add approximately 50,000 oz/yr to Group production, increasing annual output by some 25%.Price Target Changed • Jan 17Price target increased by 11% to R4.95Up from R4.45, the current price target is an average from 4 analysts. New target price is 30% above last closing price of R3.80. The company is forecast to post earnings per share of US$0.04 for next year compared to US$0.032 last year.Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R4.24, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Metals and Mining industry in South Africa. Total returns to shareholders of 6.8% over the past three years.お知らせ • Nov 25Pan African Resources PLC Approves Final Dividend for the Year Ended 30 June 2023, Payable on 12 December 2023Pan African Resources PLC announced at annual general meeting held on 23 November 2023, the shareholders approved final dividend of 18.00000 ZA center per share for the year ended 30 June 2023. Ex-dividend date on the JSE is 29 November 2023. Ex-dividend date on the LSE is 30 November 2023. Record date on the JSE and LSE is 1 December 2023. Payment date is 12 December 2023.お知らせ • Nov 22Pan African Resources PLC Provides Production Guidance for the First Half Year Ending 31 December 2023 and Revises Production Guidance for the Full Year of Fiscal Year 2024Pan African Resources PLC provided production guidance for the first half year ending 31 December 2023 and revised production guidance for the full year of fiscal year 2024. Gold production for the half year is expected to be between 94,000 oz to 98,000 oz (first half fiscal year 2023: 92,307 oz), an increase of between 2% and 6%, respectively.Full year 2024 production guidance increased to a range of 180,000 oz to 190,000 oz, from the previously communicated range of 178,000 oz to 190,000 oz (fiscal year 2023: 175,209 oz).Upcoming Dividend • Nov 22Upcoming dividend of R0.18 per share at 4.6% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 12 December 2023. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 4.6%. Lower than top quartile of South African dividend payers (9.1%). In line with average of industry peers (5.1%).Recent Insider Transactions • Nov 01Key Executive recently bought R494k worth of stockOn the 26th of October, Gideon Louw bought around 135k shares on-market at roughly R3.67 per share. This transaction amounted to 3.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Gideon has been a buyer over the last 12 months, purchasing a net total of R2.0m worth in shares.Price Target Changed • Oct 10Price target increased by 16% to R4.45Up from R3.85, the current price target is an average from 4 analysts. New target price is 32% above last closing price of R3.38. Stock is down 2.0% over the past year. The company is forecast to post earnings per share of US$0.034 for next year compared to US$0.032 last year.Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R3.82, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 7x in the Metals and Mining industry in South Africa. Total loss to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R7.46 per share.お知らせ • Sep 15+ 1 more updatePan African Resources PLC to Report First Half, 2024 Results on Feb 14, 2024Pan African Resources PLC announced that they will report first half, 2024 results on Feb 14, 2024Reported Earnings • Sep 14Full year 2023 earnings released: EPS: US$0.032 (vs US$0.039 in FY 2022)Full year 2023 results: EPS: US$0.032 (down from US$0.039 in FY 2022). Revenue: US$321.6m (down 15% from FY 2022). Net income: US$61.1m (down 19% from FY 2022). Profit margin: 19% (down from 20% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Metals and Mining industry in South Africa. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Sep 13+ 1 more updatePan African Resources PLC Proposes Final Dividend for the Year Ended 30 June 2023, Payable on 12 December 2023The board of Pan African Resources PLC has proposed a final dividend of ZAR 400.1 million for the 2023 financial year (approximately USD 21.2 million), equal to ZA 18.00000 cents per share or approximately US 0.95592 cents per share (0.75219 pence per share). A dividend of ZA 18.00000 cents per share or approximately US 1.05820 cents per share (or 0.86915 pence per share) was paid for the 2022 financial year. The dividend is subject to approval by shareholders at the AGM, which is to be convened on 23 November 2023. Ex-dividend date on the JSE is 29 November 2023. Ex-dividend date on the LSE is 30 November 2023. Record date on the JSE and LSE is 1 December 2023. Payment date is 12 December 2023.お知らせ • Aug 08Pan African Resources plc Provides Operational Update for the Year Ended 30 June 2023Pan African Resources PLC provided production guidance for the year ending June 30, 2024. For the year, the company expected production between 178,000 oz to 190,000 oz.Price Target Changed • Jul 13Price target decreased by 14% to R3.85Down from R4.50, the current price target is an average from 4 analysts. New target price is 23% above last closing price of R3.13. Stock is down 19% over the past year. The company is forecast to post earnings per share of US$0.031 for next year compared to US$0.039 last year.Recent Insider Transactions • May 31Financial Director & Executive Director recently bought R76m worth of stockOn the 26th of May, Gideon Louw bought around 230k shares on-market at roughly R329 per share. This transaction amounted to 5.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Gideon's only on-market trade for the last 12 months.お知らせ • May 27Pan African Resources PLC Provides Production Guidance for the Fiscal Year Ending June 30, 2023 and for the Fiscal Year Ending June 30, 2024Pan African Resources PLC provided production guidance for the fiscal year ending June 30, 2023 and for the fiscal year ending June 30, 2024. For the fiscal year ending June 30, 2023, the company expects a total produced of 175,000 ounces.For the fiscal year ending June 30, 2024, the company expects a total produced of 178,000 ounces to 190,000 ounces.Valuation Update With 7 Day Price Move • May 26Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to R3.19, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 6x in the Metals and Mining industry in South Africa. Total returns to shareholders of 10% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R4.48 per share.Price Target Changed • Feb 20Price target decreased by 9.0% to R4.55Down from R5.00, the current price target is an average from 4 analysts. New target price is 40% above last closing price of R3.25. Stock is down 25% over the past year. The company is forecast to post earnings per share of US$0.035 for next year compared to US$0.039 last year.Reported Earnings • Feb 16First half 2023 earnings released: EPS: US$0.015 (vs US$0.024 in 1H 2022)First half 2023 results: EPS: US$0.015 (down from US$0.024 in 1H 2022). Revenue: US$156.5m (down 19% from 1H 2022). Net income: US$29.1m (down 37% from 1H 2022). Profit margin: 19% (down from 24% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Metals and Mining industry in South Africa. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 10% per year.お知らせ • Feb 11Pan African Resources PLC Provides Earnings Guidance for the Six Months Ended December 31, 2022Pan African Resources PLC provided earnings guidance for the six months ended December 31, 2022. Headline earnings per share (HEPS) and earnings per share (EPS) for the Current Reporting Period are expected to be between 1.40 US cents per share and 1.64 US cents per share, compared to 2.39 US cents per share for the Corresponding Reporting Period, a decrease of between 31% and 41%.お知らせ • Jan 30Pan African Resources PLC Provides Production Guidance for the Six Months Ending June 2023 and for the Full Year of 2023Pan African Resources PLC provided production guidance for the six months ending June 2023 and full year of 2023. For the six months to June 2023, the company expects total production of 103,000 ounces to 112,000 ounces.Given the improved production performance expected in the second half of the 2023 financial year, the company is maintaining production guidance of 195,000oz to 205,000oz for the full year, subject to consistency in Eskom’s electricity supply.お知らせ • Jan 28+ 2 more updatesPan African Resources PLC to Report First Half, 2023 Results on Feb 15, 2023Pan African Resources PLC announced that they will report first half, 2023 results on Feb 15, 2023Upcoming Dividend • Nov 23Upcoming dividend of R0.18 per shareEligible shareholders must have bought the stock before 30 November 2022. Payment date: 13 December 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 4.6%. Lower than top quartile of South African dividend payers (8.4%). Lower than average of industry peers (8.6%).Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Lead Independent Non-Executive Director Dawn Earp was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 15Full year 2022 earnings released: EPS: US$0.039 (vs US$0.039 in FY 2021)Full year 2022 results: EPS: US$0.039 (in line with FY 2021). Revenue: US$376.4m (up 2.0% from FY 2021). Net income: US$75.1m (flat on FY 2021). Profit margin: 20% (in line with FY 2021). Revenue is expected to decline by 1.8% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in South Africa are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Board Change • Aug 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Lead Independent Non-Executive Director Dawn Earp was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Jul 01Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be R4.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to decline by 2.2% in 2 years. Earnings is forecast to grow by 22% in the next 2 years.Buying Opportunity • May 25Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 7.1%. The fair value is estimated to be R5.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 0.7% in 2 years. Earnings is forecast to grow by 18% in the next 2 years.Buying Opportunity • Apr 30Now 20% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be R5.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 1.0% in 2 years. Earnings is forecast to grow by 20% in the next 2 years.Buying Opportunity • Mar 28Now 21% undervaluedOver the last 90 days, the stock is up 7.9%. The fair value is estimated to be US$5.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% per annum over the last 3 years. Earnings per share has grown by 35% per annum over the last 3 years.Buying Opportunity • Feb 25Now 22% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be US$5.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% per annum over the last 3 years. Earnings per share has grown by 35% per annum over the last 3 years.Reported Earnings • Feb 18First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: US$0.024 (up from US$0.021 in 1H 2021). Revenue: US$193.6m (up 5.3% from 1H 2021). Net income: US$46.1m (up 13% from 1H 2021). Profit margin: 24% (up from 22% in 1H 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is expected to shrink by 3.5% compared to a 2.0% decline forecast for the industry in South Africa. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jan 19Price target increased to R4.90Up from R4.50, the current price target is an average from 4 analysts. New target price is 25% above last closing price of R3.91. Stock is down 20% over the past year. The company is forecast to post earnings per share of US$0.051 for next year compared to US$0.039 last year.Upcoming Dividend • Nov 24Upcoming dividend of R0.18 per shareEligible shareholders must have bought the stock before 01 December 2021. Payment date: 14 December 2021. Trailing yield: 5.2%. Lower than top quartile of South African dividend payers (7.6%). Lower than average of industry peers (9.9%).Recent Insider Transactions • Sep 17Financial Director & Executive Director recently bought R751k worth of stockOn the 15th of September, Gideon Louw bought around 220k shares on-market at roughly R3.42 per share. This was the largest purchase by an insider in the last 3 months. Gideon has been a buyer over the last 12 months, purchasing a net total of R8.4m worth in shares.Executive Departure • Sep 17Lead Independent Director Hester Hickey has left the companyOn the 16th of September, Hester Hickey's tenure as Lead Independent Director ended after 2.5 years in the role. We don't have any record of a personal shareholding under Hester's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 4.08 years.Reported Earnings • Sep 16Full year 2021 earnings released: EPS US$0.039 (vs US$0.023 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: US$368.9m (up 35% from FY 2020). Net income: US$74.7m (up 69% from FY 2020). Profit margin: 20% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jul 02Price target decreased to R5.00Down from R6.10, the current price target is an average from 3 analysts. New target price is 45% above last closing price of R3.46. Stock is down 12% over the past year.Recent Insider Transactions • Jun 11CEO & Executive Director recently bought R130m worth of stockOn the 8th of June, Jacobus Albertus Loots bought around 331k shares on-market at roughly R393 per share. This was the largest purchase by an insider in the last 3 months. Jacobus Albertus has been a buyer over the last 12 months, purchasing a net total of R141m worth in shares.Recent Insider Transactions • Apr 04CEO & Executive Director recently bought R4.0m worth of stockOn the 31st of March, Jacobus Albertus Loots bought around 1m shares on-market at roughly R3.15 per share. This was the largest purchase by an insider in the last 3 months. Jacobus Albertus has been a buyer over the last 12 months, purchasing a net total of R20m worth in shares.Reported Earnings • Feb 18First half 2021 earnings released: EPS US$0.021 (vs US$0.011 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: US$183.8m (up 38% from 1H 2020). Net income: US$40.8m (up 86% from 1H 2020). Profit margin: 22% (up from 17% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Feb 18New 90-day low: R3.88The company is down 9.0% from its price of R4.26 on 20 November 2020. The South African market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R1.81 per share.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$5.40, the stock is trading at a trailing P/E ratio of 15.1x, up from the previous P/E ratio of 13x. This compares to an average P/E of 16x in the Metals and Mining industry in South Africa. Total returns to shareholders over the past three years are 145%.Is New 90 Day High Low • Jan 04New 90-day high: R5.20The company is up 12% from its price of R4.65 on 06 October 2020. The South African market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R1.46 per share.株主還元PANZA Metals and MiningZA 市場7D-3.0%-5.2%-0.8%1Y162.9%45.5%17.8%株主還元を見る業界別リターン: PAN過去 1 年間で45.5 % の収益を上げたZA Metals and Mining業界を上回りました。リターン対市場: PAN過去 1 年間で17.8 % の収益を上げたZA市場を上回りました。価格変動Is PAN's price volatile compared to industry and market?PAN volatilityPAN Average Weekly Movement7.4%Metals and Mining Industry Average Movement8.9%Market Average Movement5.0%10% most volatile stocks in ZA Market10.7%10% least volatile stocks in ZA Market3.4%安定した株価: PANの株価は、 ZA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: PANの weekly volatility ( 7% ) は過去 1 年間安定していますが、依然としてZA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/a2,494Cobus Lootswww.panafricanresources.comパンアフリカン・リソーシズ社は、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・マインズと、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。もっと見るPan African Resources PLC 基礎のまとめPan African Resources の収益と売上を時価総額と比較するとどうか。PAN 基礎統計学時価総額R60.15b収益（TTM）R3.97b売上高(TTM)R13.78b15.2xPER（株価収益率4.4xP/SレシオPAN 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PAN 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%PAN 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1.2%現在の配当利回り24%配当性向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2026/05/24 04:39終値2026/05/22 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Pan African Resources PLC 6 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。18 アナリスト機関Herbert KharivheAbsa Bank LimitedWilliam DalbyBerenbergRichard HatchBerenberg15 その他のアナリストを表示
Recent Insider Transactions • May 17CEO & Executive Director recently sold R86m worth of stockOn the 11th of May, Jacobus Albertus Loots sold around 3m shares on-market at roughly R33.03 per share. This transaction amounted to 44% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jacobus Albertus has been a net seller over the last 12 months, reducing personal holdings by R110m.
Recent Insider Transactions • Apr 22Independent Non-Executive Chairman recently sold R35m worth of stockOn the 17th of April, Keith Spencer sold around 1m shares on-market at roughly R35.38 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Keith's only on-market trade for the last 12 months.
Recent Insider Transactions • Mar 18CEO & Executive Director recently sold R3.5m worth of stockOn the 12th of March, Jacobus Albertus Loots sold around 100k shares on-market at roughly R34.51 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jacobus Albertus has been a net seller over the last 12 months, reducing personal holdings by R24m.
お知らせ • Mar 09Pan African Resources PLC (LSE:PAF) agreed to acquire Emmerson Resources Limited (ASX:ERM) from Noontide Investments Ltd, TA Private Capital Security Agent Ltd and others for approximately AUD 290 million.Pan African Resources PLC (LSE:PAF) agreed to acquire Emmerson Resources Limited (ASX:ERM) from Noontide Investments Ltd, TA Private Capital Security Agent Ltd and others for approximately AUD 290 million on March 9, 2026. The consideration consists of common equity of Pan African Resources PLC at a ratio of 0.1493 per common equity of Emmerson Resources Limited. As part of consideration, an undisclosed value is paid towards common equity of Emmerson Resources Limited. The transaction is subject to approval of merger agreement by target board and approval of offer by target shareholders. The Scheme Meeting of Emmerson shareholders to approve the Scheme is expected to be held in mid-late June 2026. Subject to the conditions of the Scheme being satisfied, or waived, the Scheme is expected to be implemented in early-mid July 2026. Barrenjoey Capital Partners acted as financial advisor for Pan African Resources PLC. Canaccord Genuity Limited acted as financial advisor for Pan African Resources PLC. Peel Hunt LLP acted as financial advisor for Pan African Resources PLC. Corrs Chambers Westgarth acted as legal advisor for Pan African Resources PLC. Druces LLP acted as legal advisor for Pan African Resources PLC.
Upcoming Dividend • Mar 04Upcoming dividend of R0.12 per shareEligible shareholders must have bought the stock before 11 March 2026. Payment date: 17 March 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of South African dividend payers (7.0%). Lower than average of industry peers (2.7%).
Reported Earnings • Feb 21First half 2026 earnings released: EPS: US$0.073 (vs US$0.025 in 1H 2025)First half 2026 results: EPS: US$0.073 (up from US$0.025 in 1H 2025). Revenue: US$487.1m (up 157% from 1H 2025). Net income: US$148.0m (up 207% from 1H 2025). Profit margin: 30% (up from 26% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Metals and Mining industry in South Africa. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 130% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • May 17CEO & Executive Director recently sold R86m worth of stockOn the 11th of May, Jacobus Albertus Loots sold around 3m shares on-market at roughly R33.03 per share. This transaction amounted to 44% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jacobus Albertus has been a net seller over the last 12 months, reducing personal holdings by R110m.
Recent Insider Transactions • Apr 22Independent Non-Executive Chairman recently sold R35m worth of stockOn the 17th of April, Keith Spencer sold around 1m shares on-market at roughly R35.38 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Keith's only on-market trade for the last 12 months.
Recent Insider Transactions • Mar 18CEO & Executive Director recently sold R3.5m worth of stockOn the 12th of March, Jacobus Albertus Loots sold around 100k shares on-market at roughly R34.51 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jacobus Albertus has been a net seller over the last 12 months, reducing personal holdings by R24m.
お知らせ • Mar 09Pan African Resources PLC (LSE:PAF) agreed to acquire Emmerson Resources Limited (ASX:ERM) from Noontide Investments Ltd, TA Private Capital Security Agent Ltd and others for approximately AUD 290 million.Pan African Resources PLC (LSE:PAF) agreed to acquire Emmerson Resources Limited (ASX:ERM) from Noontide Investments Ltd, TA Private Capital Security Agent Ltd and others for approximately AUD 290 million on March 9, 2026. The consideration consists of common equity of Pan African Resources PLC at a ratio of 0.1493 per common equity of Emmerson Resources Limited. As part of consideration, an undisclosed value is paid towards common equity of Emmerson Resources Limited. The transaction is subject to approval of merger agreement by target board and approval of offer by target shareholders. The Scheme Meeting of Emmerson shareholders to approve the Scheme is expected to be held in mid-late June 2026. Subject to the conditions of the Scheme being satisfied, or waived, the Scheme is expected to be implemented in early-mid July 2026. Barrenjoey Capital Partners acted as financial advisor for Pan African Resources PLC. Canaccord Genuity Limited acted as financial advisor for Pan African Resources PLC. Peel Hunt LLP acted as financial advisor for Pan African Resources PLC. Corrs Chambers Westgarth acted as legal advisor for Pan African Resources PLC. Druces LLP acted as legal advisor for Pan African Resources PLC.
Upcoming Dividend • Mar 04Upcoming dividend of R0.12 per shareEligible shareholders must have bought the stock before 11 March 2026. Payment date: 17 March 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of South African dividend payers (7.0%). Lower than average of industry peers (2.7%).
Reported Earnings • Feb 21First half 2026 earnings released: EPS: US$0.073 (vs US$0.025 in 1H 2025)First half 2026 results: EPS: US$0.073 (up from US$0.025 in 1H 2025). Revenue: US$487.1m (up 157% from 1H 2025). Net income: US$148.0m (up 207% from 1H 2025). Profit margin: 30% (up from 26% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Metals and Mining industry in South Africa. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 130% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Feb 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.7% average weekly change).
お知らせ • Jan 27Pan African Resources PLC Proposes Interim Cash Dividend for the Six Months Ended 31 December 2025Pan African Resources PLC proposed interim cash dividend of ZAR 12 cents per share for the six months ended 31 December 2025.
Upcoming Dividend • Nov 19Upcoming dividend of R0.37 per shareEligible shareholders must have bought the stock before 26 November 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 29% but the company is paying out more than the cash it is generating. Trailing yield: 1.7%. Lower than top quartile of South African dividend payers (7.6%). Lower than average of industry peers (1.9%).
Recent Insider Transactions • Oct 22CEO & Executive Director recently sold R4.4m worth of stockOn the 17th of October, Jacobus Albertus Loots sold around 200k shares on-market at roughly R22.17 per share. This transaction amounted to 3.2% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth R11m. Jacobus Albertus has been a net seller over the last 12 months, reducing personal holdings by R20m.
Price Target Changed • Oct 01Price target increased by 38% to R20.25Up from R14.70, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of R20.29. Stock is up 165% over the past year. The company is forecast to post earnings per share of US$0.15 for next year compared to US$0.072 last year.
Recent Insider Transactions • Sep 17CEO & Executive Director recently sold R11m worth of stockOn the 10th of September, Jacobus Albertus Loots sold around 600k shares on-market at roughly R18.17 per share. This transaction amounted to 8.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jacobus Albertus has been a net seller over the last 12 months, reducing personal holdings by R16m.
Declared Dividend • Sep 12Dividend of R0.37 announcedShareholders will receive a dividend of R0.37. Ex-date: 26th November 2025 Payment date: 9th December 2025 Dividend yield will be 2.0%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 100%.
お知らせ • Sep 12+ 1 more updatePan African Resources PLC to Report First Half, 2026 Results on Feb 18, 2026Pan African Resources PLC announced that they will report first half, 2026 results on Feb 18, 2026
New Risk • Sep 11New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 20% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risk Significant insider selling over the past 3 months (R5.0m sold).
お知らせ • Sep 11Pan African Resources PLC, Annual General Meeting, Nov 20, 2025Pan African Resources PLC, Annual General Meeting, Nov 20, 2025.
Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R17.97, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Metals and Mining industry in South Africa. Total returns to shareholders of 448% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R32.66 per share.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R14.84, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Metals and Mining industry in South Africa. Total returns to shareholders of 307% over the past three years.
お知らせ • Jul 02Pan African Resources PLC (AIM:PAF) commences an Equity Buyback Plan for 144,486,033 shares, representing 6.5% of its issued share capital, under the authorization approved on November 21, 2024.Pan African Resources PLC (AIM:PAF) commences share repurchases on July 1, 2025, under the program mandated by the shareholders in the Annual General Meeting held on November 21, 2024. As per the mandate, the company is authorized to repurchase up to 111,734,375 shares, representing 5% of its issued share capital. The minimum price which may be paid for such ordinary shares will be 1 pence. The maximum price which may be paid for such ordinary share will not exceed 5% above the average closing price of such shares for the five business days on the London Stock Exchange prior to the date of purchase; and that stipulated by the EU Commission-adopted Regulatory Technical Standards. The authority shall expire on the earlier of December 31, 2025, and the conclusion of the 2022 AGM, unless such authority is renewed prior to that time. As of October 18, 2024, the company had 2,222,862,046 ordinary shares in issue. On June 11, 2025, the company announced a share repurchase program. Under the program, the company will repurchase £8.2 million (ZAR 200 million or approximately $11.1 million) of ordinary shares. The company’s profits available for distribution exceed the maximum amount proposed to be paid by the Company in implementing the Program. The purpose of the program is to deliver value to shareholders. Repurchases will commence from June 17, 2025. On June 26, 2025, the company announced that the company has entered into an agreement with Peel Hunt LLP ("Peel Hunt"), to carry out purchases. Repurchases will commence from July 1, 2025.
お知らせ • Jun 13Pan African Resources PLC Announces Production Guidance for the Second Half and Full Year 2025 and Full Year of 2026Pan African Resources PLC announced production guidance for the second half and full year 2025 and full year of 2026. For second half of 2025, the company estimated production at approximately 112,000oz, representing an increase of approximately 32% when compared to first half of 2021 (84,705oz). For the full year, the company expects production of approximately 197,000oz (2024: 186,039oz), an increase in production of approximately 6% compared to the prior financial year. Despite a significant increase in production in second half of 2025, full year production will therefore fall marginally below full year 2025 production guidance range of 205,000oz to 215,000oz as a result of Slower than expected ramp up of the Evander underground subvertical shaft project,which is now fully commissioned and operational and Delays encountered with the commissioning of the filter presses associated with the dry stack landforms (tailings section) of the Tennant Mines plant, resulting in a slower ramp up in production. For the full year 2026, the company announced production guidance of between 275,000oz and 292,000oz, an increase of approximately 40% compared to expected 2025 production.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 22%After last week's 22% share price gain to R11.94, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Metals and Mining industry in South Africa. Total returns to shareholders of 210% over the past three years.
Price Target Changed • Mar 27Price target increased by 14% to R10.55Up from R9.25, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of R10.23. Stock is up 90% over the past year. The company is forecast to post earnings per share of US$0.072 for next year compared to US$0.041 last year.
New Risk • Mar 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (39% accrual ratio). Minor Risks High level of debt (53% net debt to equity). Share price has been volatile over the past 3 months (6.7% average weekly change).
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R9.97, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Metals and Mining industry in South Africa. Total returns to shareholders of 178% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R14.56 per share.
お知らせ • Mar 06+ 1 more updatePan African Resources PLC to Report Fiscal Year 2025 Final Results on Oct 28, 2025Pan African Resources PLC announced that they will report fiscal year 2025 final results on Oct 28, 2025
Price Target Changed • Feb 23Price target decreased by 8.9% to R9.25Down from R10.15, the current price target is an average from 4 analysts. New target price is 11% above last closing price of R8.30. Stock is up 88% over the past year. The company is forecast to post earnings per share of US$0.073 for next year compared to US$0.041 last year.
Reported Earnings • Feb 14First half 2025 earnings released: EPS: US$0.024 (vs US$0.021 in 1H 2024)First half 2025 results: EPS: US$0.024 (up from US$0.021 in 1H 2024). Revenue: US$189.3m (flat on 1H 2024). Net income: US$45.4m (up 11% from 1H 2024). Profit margin: 24% (up from 21% in 1H 2024). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Metals and Mining industry in South Africa. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Feb 13New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 53% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (39% accrual ratio). Minor Risk High level of debt (53% net debt to equity).
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to R8.12, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Metals and Mining industry in South Africa. Total returns to shareholders of 126% over the past three years.
お知らせ • Feb 12Pan African Resources plc Provides Production Guidance for the Year 2025 and 2026Pan African Resources PLC provided production guidance for the year 2025 and 2026. The Company is well positioned for much-improved production in H2FY2025, with a further significant increase in production expected for FY2026. Full-year guidance for FY2025 of production approximately 215,000oz (FY2024: 186,039oz) is maintained, an increase of 16% from the prior year. For the year 2026, the company expects production of 270,000 to 308,000 oz in 2026.
お知らせ • Dec 13Pan African Resources PLC (AIM:PAF) completed the acquisition of remaining 92% stake in Tenant Consolidated Mining Group Pty Ltd.Pan African Resources PLC (AIM:PAF) agreed to acquire remaining 92% stake in Tenant Consolidated Mining Group Pty Ltd for $50.8 million on November 5, 2024. The consideration consists of common equity of Pan African Resources PLC having a value of $39.09 million to be issued for common equity and common equity of Pan African Resources PLC having a value of $11.68 million to be issued for non-convertible debt of Tenant Consolidated Mining Group Pty Ltd. As part of consideration, $39.09 million is paid towards common equity and $11.68 million is paid towards shareholder claims of Tenant Consolidated Mining Group Pty Ltd. Upon completion, Pan African Resources PLC will own 100% stake in Tenant Consolidated Mining Group Pty Ltd. The expected completion of the transaction is December, 2024. Ross Allister and Georgia Langoulant of Peel Hunt LLP acted as financial advisor for Pan African Resources PLC. Pan African Resources PLC (AIM:PAF) completed the acquisition of remaining 92% stake in Tenant Consolidated Mining Group Pty Ltd on December 12, 2024.
お知らせ • Dec 12Pan African Resources PLC Provides Production Guidance for the First Half and Full Year of Fiscal Year 2025 and 2026Pan African Resources PLC provided production guidance for the first half and full year of fiscal year 2025 and 2026. For first half of fiscal year 2025, production expected to be in line with second half of fiscal year 2024 (H2FY2024: 87,581oz). Production for the full year 2025 is estimated at approximately 215,000oz (FY2024: 186,039oz), an increase of 16% from the prior year. It is estimated that the Group's fiscal year 2026 production (excluding the TCMG operation in Australia) will further increase to between 235,000oz and 250,000oz. This production enhancement is mainly driven by the steady-state production at the MTR operation as well as increased production from Evander Mines underground operations, following substantial investments in infrastructure and development over the past few years.
Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to R8.70, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 7x in the Metals and Mining industry in South Africa. Total returns to shareholders of 162% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R14.09 per share.
Upcoming Dividend • Nov 20Upcoming dividend of R0.22 per shareEligible shareholders must have bought the stock before 27 November 2024. Payment date: 10 December 2024. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of South African dividend payers (8.2%). Lower than average of industry peers (4.3%).
お知らせ • Nov 06Pan African Resources PLC (AIM:PAF) agreed to acquire remaining 92% stake in Tenant Consolidated Mining Group Pty Ltd for $50.8 millionPan African Resources PLC (AIM:PAF) agreed to acquire remaining 92% stake in Tenant Consolidated Mining Group Pty Ltd for $50.8 million on November 5, 2024. The consideration consists of common equity of Pan African Resources PLC having a value of $39.09 million to be issued for common equity and common equity of Pan African Resources PLC having a value of $11.68 million to be issued for non-convertible debt of Tenant Consolidated Mining Group Pty Ltd. As part of consideration, $39.09 million is paid towards common equity and $11.68 million is paid towards shareholder claims of Tenant Consolidated Mining Group Pty Ltd. Upon completion, Pan African Resources PLC will own 100% stake in Tenant Consolidated Mining Group Pty Ltd. The expected completion of the transaction is December, 2024. Peel Hunt LLP acted as financial advisor for Pan African Resources PLC.
お知らせ • Oct 01Pan African Resources plc Appoints Marileen Kok to the Board as the Financial Director and as A Member of the Social and Ethics CommitteePan African Resources PLC announced that Marileen Kok has been appointed to the Board as the Financial Director and as a member of the social and ethics committee with effect from 1 October 2024. Marileen will also be appointed as a director of PAR Funding Company and as the debt officer with effect from 1 October 2024. Marileen is a Chartered Accountant with extensive experience in the mining industry, specifically relating to financial reporting, corporate finance, governance and regulatory compliance and various other commercial matters. She joined the Group as Group Financial Manager in January 2020.
Declared Dividend • Sep 13Dividend of R0.22 announcedShareholders will receive a dividend of R0.22. Ex-date: 27th November 2024 Payment date: 10th December 2024 Dividend yield will be 3.0%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 95% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Sep 12Full year 2024 earnings released: EPS: US$0.041 (vs US$0.032 in FY 2023)Full year 2024 results: EPS: US$0.041 (up from US$0.032 in FY 2023). Revenue: US$373.8m (up 16% from FY 2023). Net income: US$79.4m (up 30% from FY 2023). Profit margin: 21% (up from 19% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Metals and Mining industry in South Africa. 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 30% per year, which means it is well ahead of earnings.
お知らせ • Sep 12Pan African Resources PLC to Report First Half, 2025 Results on Feb 12, 2025Pan African Resources PLC announced that they will report first half, 2025 results on Feb 12, 2025
お知らせ • Sep 11Pan African Resources plc Proposes Final Dividend for the Year 2024, Payable on December 10, 2024Pan African Resources PLC proposed a final dividend of ZAR 489 million for the 2024 financial year (approximately USD 26.8 million), equal to 22.00000 ZAR cents per share or approximately 1.20946 US cents per share (0.95611 pence per share). A dividend of 18.00000 ZA cents per share or approximately 1.05820 US cents per share (or 0.86915 pence per share) was paid for the 2023 financial year. The dividend is subject to approval by shareholders at the AGM, which is to be convened for 21 November 2024. Ex-dividend date for JSE is November 27, 2024 and LSE is November 28, 2024. Record date for JSE and LSE is November 29, 2024. Payment date is December 10, 2024.
お知らせ • Sep 05Pan African Resources PLC Provides Earnings Guidance for the Financial Year Ended 30 June 2024Pan African Resources PLC provided earnings guidance for the financial year ended 30 June 2024. For the year, the company's headline earnings per share (HEPS) for the current financial year are expected to be between United states 3.99 United states cents per share and 4.31 United states cents per share, compared to 3.15 United states cents per share for the previous reporting period, an increase of between 27% and 37%. Earnings per share (EPS) for the current reporting period are expected to be between 3.98 United states cents per share and 4.30 United states cents per share respectively, compared to 3.19 United states cents per share for the previous reporting period, an increase of between 25% and 35%. The increases in HEPS and EPS for the current reporting period, relative to the previous reporting period, are mainly as a result of the following primary factors: Revenue increased by 16.8%, mainly due to the increase in gold sold of 4.9% combined with an increase in the average USD gold price of 11.3%.
Recent Insider Transactions • Jul 05CEO & Executive Director recently sold R1.8m worth of stockOn the 27th of June, Jacobus Albertus Loots sold around 300k shares on-market at roughly R6.13 per share. This transaction amounted to 3.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jacobus Albertus has been a net seller over the last 12 months, reducing personal holdings by R3.2m.
お知らせ • May 10Pan African Resources plc Revised Production Guidance for the Year Ending 30 June 2024 and Provides Production Guidance for 2025Pan African Resources PLC revised production guidance for the year ending 30 June 2024 and provided production guidance for 2025. Production guidance for the year ending 30 June 2024 (current financial year) narrowed to between 186,000oz to 190,000oz (previously 180,000oz to 190,000oz).Production guidance for the 2025 financial year of 215,000oz to 225,000oz.
お知らせ • Mar 27Pan African Resources PLC, Annual General Meeting, Nov 21, 2024Pan African Resources PLC, Annual General Meeting, Nov 21, 2024.
お知らせ • Feb 02Pan African Resources plc Provides Earnings Guidance for the Six Months Ended December 31, 2023Pan African Resources PLC announced earnings guidance for the six months ended December 31, 2023. For the period, the company expects its headline earnings per share (HEPS) and earnings per share (EPS) to be between $2.14 cents per share and $2.30 cents per share, compared to $1.52 cents per share for the corresponding reporting period, an increase of between 41% and 51%.
お知らせ • Jan 22Pan African Resources plc Provides Production Guidance for the Full Year 2024 and 2025Pan African Resources PLC provided production guidance for the full year 2024 and 2025. Production guidance for the full 2024 year is maintained at between 180,000oz to 190,000 oz (FY2023: 175,209 oz). However, given the excellent production performance in the Reporting Period, revised guidance may be considered in due course. Production for FY2025 is expected to be significantly higher, following commissioning of the MTR project, which will add approximately 50,000 oz/yr to Group production, increasing annual output by some 25%.
Price Target Changed • Jan 17Price target increased by 11% to R4.95Up from R4.45, the current price target is an average from 4 analysts. New target price is 30% above last closing price of R3.80. The company is forecast to post earnings per share of US$0.04 for next year compared to US$0.032 last year.
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R4.24, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Metals and Mining industry in South Africa. Total returns to shareholders of 6.8% over the past three years.
お知らせ • Nov 25Pan African Resources PLC Approves Final Dividend for the Year Ended 30 June 2023, Payable on 12 December 2023Pan African Resources PLC announced at annual general meeting held on 23 November 2023, the shareholders approved final dividend of 18.00000 ZA center per share for the year ended 30 June 2023. Ex-dividend date on the JSE is 29 November 2023. Ex-dividend date on the LSE is 30 November 2023. Record date on the JSE and LSE is 1 December 2023. Payment date is 12 December 2023.
お知らせ • Nov 22Pan African Resources PLC Provides Production Guidance for the First Half Year Ending 31 December 2023 and Revises Production Guidance for the Full Year of Fiscal Year 2024Pan African Resources PLC provided production guidance for the first half year ending 31 December 2023 and revised production guidance for the full year of fiscal year 2024. Gold production for the half year is expected to be between 94,000 oz to 98,000 oz (first half fiscal year 2023: 92,307 oz), an increase of between 2% and 6%, respectively.Full year 2024 production guidance increased to a range of 180,000 oz to 190,000 oz, from the previously communicated range of 178,000 oz to 190,000 oz (fiscal year 2023: 175,209 oz).
Upcoming Dividend • Nov 22Upcoming dividend of R0.18 per share at 4.6% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 12 December 2023. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 4.6%. Lower than top quartile of South African dividend payers (9.1%). In line with average of industry peers (5.1%).
Recent Insider Transactions • Nov 01Key Executive recently bought R494k worth of stockOn the 26th of October, Gideon Louw bought around 135k shares on-market at roughly R3.67 per share. This transaction amounted to 3.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Gideon has been a buyer over the last 12 months, purchasing a net total of R2.0m worth in shares.
Price Target Changed • Oct 10Price target increased by 16% to R4.45Up from R3.85, the current price target is an average from 4 analysts. New target price is 32% above last closing price of R3.38. Stock is down 2.0% over the past year. The company is forecast to post earnings per share of US$0.034 for next year compared to US$0.032 last year.
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R3.82, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 7x in the Metals and Mining industry in South Africa. Total loss to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R7.46 per share.
お知らせ • Sep 15+ 1 more updatePan African Resources PLC to Report First Half, 2024 Results on Feb 14, 2024Pan African Resources PLC announced that they will report first half, 2024 results on Feb 14, 2024
Reported Earnings • Sep 14Full year 2023 earnings released: EPS: US$0.032 (vs US$0.039 in FY 2022)Full year 2023 results: EPS: US$0.032 (down from US$0.039 in FY 2022). Revenue: US$321.6m (down 15% from FY 2022). Net income: US$61.1m (down 19% from FY 2022). Profit margin: 19% (down from 20% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Metals and Mining industry in South Africa. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Sep 13+ 1 more updatePan African Resources PLC Proposes Final Dividend for the Year Ended 30 June 2023, Payable on 12 December 2023The board of Pan African Resources PLC has proposed a final dividend of ZAR 400.1 million for the 2023 financial year (approximately USD 21.2 million), equal to ZA 18.00000 cents per share or approximately US 0.95592 cents per share (0.75219 pence per share). A dividend of ZA 18.00000 cents per share or approximately US 1.05820 cents per share (or 0.86915 pence per share) was paid for the 2022 financial year. The dividend is subject to approval by shareholders at the AGM, which is to be convened on 23 November 2023. Ex-dividend date on the JSE is 29 November 2023. Ex-dividend date on the LSE is 30 November 2023. Record date on the JSE and LSE is 1 December 2023. Payment date is 12 December 2023.
お知らせ • Aug 08Pan African Resources plc Provides Operational Update for the Year Ended 30 June 2023Pan African Resources PLC provided production guidance for the year ending June 30, 2024. For the year, the company expected production between 178,000 oz to 190,000 oz.
Price Target Changed • Jul 13Price target decreased by 14% to R3.85Down from R4.50, the current price target is an average from 4 analysts. New target price is 23% above last closing price of R3.13. Stock is down 19% over the past year. The company is forecast to post earnings per share of US$0.031 for next year compared to US$0.039 last year.
Recent Insider Transactions • May 31Financial Director & Executive Director recently bought R76m worth of stockOn the 26th of May, Gideon Louw bought around 230k shares on-market at roughly R329 per share. This transaction amounted to 5.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Gideon's only on-market trade for the last 12 months.
お知らせ • May 27Pan African Resources PLC Provides Production Guidance for the Fiscal Year Ending June 30, 2023 and for the Fiscal Year Ending June 30, 2024Pan African Resources PLC provided production guidance for the fiscal year ending June 30, 2023 and for the fiscal year ending June 30, 2024. For the fiscal year ending June 30, 2023, the company expects a total produced of 175,000 ounces.For the fiscal year ending June 30, 2024, the company expects a total produced of 178,000 ounces to 190,000 ounces.
Valuation Update With 7 Day Price Move • May 26Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to R3.19, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 6x in the Metals and Mining industry in South Africa. Total returns to shareholders of 10% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R4.48 per share.
Price Target Changed • Feb 20Price target decreased by 9.0% to R4.55Down from R5.00, the current price target is an average from 4 analysts. New target price is 40% above last closing price of R3.25. Stock is down 25% over the past year. The company is forecast to post earnings per share of US$0.035 for next year compared to US$0.039 last year.
Reported Earnings • Feb 16First half 2023 earnings released: EPS: US$0.015 (vs US$0.024 in 1H 2022)First half 2023 results: EPS: US$0.015 (down from US$0.024 in 1H 2022). Revenue: US$156.5m (down 19% from 1H 2022). Net income: US$29.1m (down 37% from 1H 2022). Profit margin: 19% (down from 24% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Metals and Mining industry in South Africa. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 10% per year.
お知らせ • Feb 11Pan African Resources PLC Provides Earnings Guidance for the Six Months Ended December 31, 2022Pan African Resources PLC provided earnings guidance for the six months ended December 31, 2022. Headline earnings per share (HEPS) and earnings per share (EPS) for the Current Reporting Period are expected to be between 1.40 US cents per share and 1.64 US cents per share, compared to 2.39 US cents per share for the Corresponding Reporting Period, a decrease of between 31% and 41%.
お知らせ • Jan 30Pan African Resources PLC Provides Production Guidance for the Six Months Ending June 2023 and for the Full Year of 2023Pan African Resources PLC provided production guidance for the six months ending June 2023 and full year of 2023. For the six months to June 2023, the company expects total production of 103,000 ounces to 112,000 ounces.Given the improved production performance expected in the second half of the 2023 financial year, the company is maintaining production guidance of 195,000oz to 205,000oz for the full year, subject to consistency in Eskom’s electricity supply.
お知らせ • Jan 28+ 2 more updatesPan African Resources PLC to Report First Half, 2023 Results on Feb 15, 2023Pan African Resources PLC announced that they will report first half, 2023 results on Feb 15, 2023
Upcoming Dividend • Nov 23Upcoming dividend of R0.18 per shareEligible shareholders must have bought the stock before 30 November 2022. Payment date: 13 December 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 4.6%. Lower than top quartile of South African dividend payers (8.4%). Lower than average of industry peers (8.6%).
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Lead Independent Non-Executive Director Dawn Earp was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 15Full year 2022 earnings released: EPS: US$0.039 (vs US$0.039 in FY 2021)Full year 2022 results: EPS: US$0.039 (in line with FY 2021). Revenue: US$376.4m (up 2.0% from FY 2021). Net income: US$75.1m (flat on FY 2021). Profit margin: 20% (in line with FY 2021). Revenue is expected to decline by 1.8% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in South Africa are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Board Change • Aug 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Lead Independent Non-Executive Director Dawn Earp was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Jul 01Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be R4.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to decline by 2.2% in 2 years. Earnings is forecast to grow by 22% in the next 2 years.
Buying Opportunity • May 25Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 7.1%. The fair value is estimated to be R5.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 0.7% in 2 years. Earnings is forecast to grow by 18% in the next 2 years.
Buying Opportunity • Apr 30Now 20% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be R5.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 1.0% in 2 years. Earnings is forecast to grow by 20% in the next 2 years.
Buying Opportunity • Mar 28Now 21% undervaluedOver the last 90 days, the stock is up 7.9%. The fair value is estimated to be US$5.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% per annum over the last 3 years. Earnings per share has grown by 35% per annum over the last 3 years.
Buying Opportunity • Feb 25Now 22% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be US$5.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% per annum over the last 3 years. Earnings per share has grown by 35% per annum over the last 3 years.
Reported Earnings • Feb 18First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: US$0.024 (up from US$0.021 in 1H 2021). Revenue: US$193.6m (up 5.3% from 1H 2021). Net income: US$46.1m (up 13% from 1H 2021). Profit margin: 24% (up from 22% in 1H 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is expected to shrink by 3.5% compared to a 2.0% decline forecast for the industry in South Africa. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jan 19Price target increased to R4.90Up from R4.50, the current price target is an average from 4 analysts. New target price is 25% above last closing price of R3.91. Stock is down 20% over the past year. The company is forecast to post earnings per share of US$0.051 for next year compared to US$0.039 last year.
Upcoming Dividend • Nov 24Upcoming dividend of R0.18 per shareEligible shareholders must have bought the stock before 01 December 2021. Payment date: 14 December 2021. Trailing yield: 5.2%. Lower than top quartile of South African dividend payers (7.6%). Lower than average of industry peers (9.9%).
Recent Insider Transactions • Sep 17Financial Director & Executive Director recently bought R751k worth of stockOn the 15th of September, Gideon Louw bought around 220k shares on-market at roughly R3.42 per share. This was the largest purchase by an insider in the last 3 months. Gideon has been a buyer over the last 12 months, purchasing a net total of R8.4m worth in shares.
Executive Departure • Sep 17Lead Independent Director Hester Hickey has left the companyOn the 16th of September, Hester Hickey's tenure as Lead Independent Director ended after 2.5 years in the role. We don't have any record of a personal shareholding under Hester's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 4.08 years.
Reported Earnings • Sep 16Full year 2021 earnings released: EPS US$0.039 (vs US$0.023 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: US$368.9m (up 35% from FY 2020). Net income: US$74.7m (up 69% from FY 2020). Profit margin: 20% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jul 02Price target decreased to R5.00Down from R6.10, the current price target is an average from 3 analysts. New target price is 45% above last closing price of R3.46. Stock is down 12% over the past year.
Recent Insider Transactions • Jun 11CEO & Executive Director recently bought R130m worth of stockOn the 8th of June, Jacobus Albertus Loots bought around 331k shares on-market at roughly R393 per share. This was the largest purchase by an insider in the last 3 months. Jacobus Albertus has been a buyer over the last 12 months, purchasing a net total of R141m worth in shares.
Recent Insider Transactions • Apr 04CEO & Executive Director recently bought R4.0m worth of stockOn the 31st of March, Jacobus Albertus Loots bought around 1m shares on-market at roughly R3.15 per share. This was the largest purchase by an insider in the last 3 months. Jacobus Albertus has been a buyer over the last 12 months, purchasing a net total of R20m worth in shares.
Reported Earnings • Feb 18First half 2021 earnings released: EPS US$0.021 (vs US$0.011 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: US$183.8m (up 38% from 1H 2020). Net income: US$40.8m (up 86% from 1H 2020). Profit margin: 22% (up from 17% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Feb 18New 90-day low: R3.88The company is down 9.0% from its price of R4.26 on 20 November 2020. The South African market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R1.81 per share.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$5.40, the stock is trading at a trailing P/E ratio of 15.1x, up from the previous P/E ratio of 13x. This compares to an average P/E of 16x in the Metals and Mining industry in South Africa. Total returns to shareholders over the past three years are 145%.
Is New 90 Day High Low • Jan 04New 90-day high: R5.20The company is up 12% from its price of R4.65 on 06 October 2020. The South African market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R1.46 per share.
