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Pan African Resources PLCLSE:PAF 주식 보고서

시가총액 UK£2.8b
주가
UK£1.38
UK£1.84
25.3% 저평가 내재 할인율
1Y199.5%
7D-7.8%
1D
포트폴리오 가치
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Pan African Resources PLC

LSE:PAF 주식 리포트

시가총액: UK£2.8b

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Pan African Resources PLC 경쟁사

가격 이력 및 성과

Pan African Resources 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가UK£1.38
52주 최고가UK£1.90
52주 최저가UK£0.44
베타0.78
1개월 변동-11.00%
3개월 변동-18.10%
1년 변동199.46%
3년 변동715.17%
5년 변동540.00%
IPO 이후 변동3,831.43%

최근 뉴스 및 업데이트

내러티브 업데이트 May 21

PAF: Future Earnings Delivery Will Support Re Rating Potential Despite Recent Recalibration

Analysts have trimmed their price target on Pan African Resources to about £1.81 from roughly £1.90, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts continue to see value in the stock despite the reduced price target, as the updated £1.81 figure still implies room for upside relative to recent trading levels.
내러티브 업데이트 May 03

PAF: Future Earnings Delivery And Dividend Plans Will Drive Re Rating Potential

Analysts have nudged their fair value estimate for Pan African Resources higher from £1.71 to £1.81 per share, reflecting updated assumptions on revenue growth, profit margins and future P/E multiples, even as Street price targets, such as Berenberg's, have recently been trimmed to £1.81. Analyst Commentary Recent research updates have focused on recalibrating price targets to £1.81 per share, aligning fair value work with current assumptions on earnings power and P/E multiples while keeping a constructive stance on the shares.

Recent updates

내러티브 업데이트 May 21

PAF: Future Earnings Delivery Will Support Re Rating Potential Despite Recent Recalibration

Analysts have trimmed their price target on Pan African Resources to about £1.81 from roughly £1.90, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts continue to see value in the stock despite the reduced price target, as the updated £1.81 figure still implies room for upside relative to recent trading levels.
내러티브 업데이트 May 03

PAF: Future Earnings Delivery And Dividend Plans Will Drive Re Rating Potential

Analysts have nudged their fair value estimate for Pan African Resources higher from £1.71 to £1.81 per share, reflecting updated assumptions on revenue growth, profit margins and future P/E multiples, even as Street price targets, such as Berenberg's, have recently been trimmed to £1.81. Analyst Commentary Recent research updates have focused on recalibrating price targets to £1.81 per share, aligning fair value work with current assumptions on earnings power and P/E multiples while keeping a constructive stance on the shares.
내러티브 업데이트 Apr 18

PAF: Cautious Repricing And Earnings Quality Will Shape Future Re Rating Potential

Analysts have reduced their price target on Pan African Resources by £0.09 to £1.81, citing updated assumptions that include a slightly higher discount rate and a modestly higher forward P/E multiple, while keeping fair value broadly unchanged. Analyst Commentary Recent research points to a more cautious stance on Pan African Resources, with price targets adjusted to £1.81 while ratings are maintained.
내러티브 업데이트 Apr 04

PAF: Production Delivery And Higher Quality Earnings Will Support Re Rating Potential

Analysts have trimmed their fair value estimate for Pan African Resources from about £1.75 to roughly £1.71 per share, reflecting a slightly higher discount rate, modestly softer revenue growth assumptions and a lower projected profit margin, even though the future P/E expectation edges up. Analyst Commentary Recent Street research on Pan African Resources points to a mix of optimism and caution, with price targets adjusted and underlying assumptions refined rather than completely overhauled.
내러티브 업데이트 Mar 21

PAF: Production Delivery And Earnings Momentum Will Support Re Rating Potential

Analysts have slightly trimmed their fair value estimate for Pan African Resources, reflecting a modest reduction in the price target to £1.81 from £1.90, as they factor in updated assumptions for discount rate, growth and profitability. Analyst Commentary Bullish Takeaways Bullish analysts still see upside potential to their revised £1.81 fair value, suggesting that, despite a slightly lower target, the shares are not viewed as fully pricing in the company’s execution prospects.
내러티브 업데이트 Mar 06

PAF: Index Additions And Production Delivery Will Support Balanced Re Rating Expectations

Analysts have lifted their fair value estimate for Pan African Resources from £1.64 to £1.78, reflecting revised assumptions that combine a slightly higher discount rate with lower revenue growth, stronger profit margin expectations and a modestly lower future P/E multiple. What's in the News A special shareholders meeting is scheduled for 26 March 2026 in London to consider company matters, including proposed changes to governance documents (company announcement).
내러티브 업데이트 Feb 19

PAF: Index Additions And Production Delivery Will Support Measured Re Rating Potential

Analysts have raised their price target for Pan African Resources to £1.64 from £1.50, citing updated assumptions related to fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News Special or extraordinary shareholders meeting scheduled for 26 March 2026 in London, with the meeting to be held at the offices of Druces LLP (Special/Extraordinary Shareholders Meeting).
분석 기사 Feb 10

If EPS Growth Is Important To You, Pan African Resources (LON:PAF) Presents An Opportunity

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
내러티브 업데이트 Feb 05

PAF: Index Inclusions Will Support Future Re-Rating Potential

Narrative Update on Pan African Resources Analysts have raised their fair value estimate for Pan African Resources from £1.30 to £1.50, citing updated assumptions for revenue, profit margins and the future P/E multiple that collectively support a higher price target. What’s in the News Pan African Resources reported gold production of 128,296oz for the six months ended December 31, 2025, compared with 84,705oz in H1 FY25, and said it is on track to meet full year production guidance of 275,000oz to 292,000oz (Announcement of Operating Results).
새로운 내러티브 Jan 29

Heavy Reliance On Gold Prices Will Pressure Margins And Future Cash Flows

Catalysts About Pan African Resources Pan African Resources is a gold producer with a mix of surface tailings retreatment projects and underground mines in South Africa and Australia. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Jan 21

PAF: Index Inclusions And Tailings Study Will Support Balanced Future Outlook

Analysts have maintained their fair value estimate for Pan African Resources at about £1.30 per share, with only minor adjustments to assumptions such as the discount rate, revenue growth expectations and profit margin outlook contributing to the latest price target update. What's in the News Pan African Resources PLC has been added to the FTSE 250 Index, increasing its visibility among UK mid cap companies (Index Constituent Adds).
분석 기사 Jan 07

Is Pan African Resources PLC (LON:PAF) Trading At A 20% Discount?

Key Insights The projected fair value for Pan African Resources is UK£1.62 based on 2 Stage Free Cash Flow to Equity...
내러티브 업데이트 Jan 07

PAF: Index Inclusions And Tailings Study Will Shape Balanced Forward Prospects

Analysts have increased their price target for Pan African Resources from £1.27 to £1.30, citing updated assumptions around revenue growth, profit margins and a slightly different forward P/E multiple in their models. What's in the News Pan African Resources PLC was added to the FTSE 250 Index, bringing the company into a widely tracked UK mid cap benchmark (Index Constituent Adds).
분석 기사 Dec 24

Pan African Resources (LON:PAF) Looks To Prolong Its Impressive Returns

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
내러티브 업데이트 Dec 16

PAF: Future Cash Generation And Tailings Expansion Will Support Upside Prospects

Analysts have lifted their price target on Pan African Resources from 83 GBp to 112 GBp, reflecting greater confidence in the stock's fair value and slightly stronger expected profitability, despite only modest tweaks to growth and discount rate assumptions. Analyst Commentary Analyst sentiment around Pan African Resources is largely constructive, with the higher price target underpinned by improving fundamentals and a more supportive outlook for cash generation.
내러티브 업데이트 Dec 02

PAF: Future Output Increases And Cost Controls Will Support Balanced Prospects

Analysts have increased their price target on Pan African Resources from £0.83 to £1.12, citing steady profit margins and marginally improved growth prospects as key factors behind the revision. Analyst Commentary Bullish Takeaways Bullish analysts highlight the upward revision in the price target as a reflection of improved long-term growth expectations for Pan African Resources.
분석 기사 Nov 27

Investors Appear Satisfied With Pan African Resources PLC's (LON:PAF) Prospects As Shares Rocket 25%

Pan African Resources PLC ( LON:PAF ) shares have continued their recent momentum with a 25% gain in the last month...
분석 기사 Nov 23

Pan African Resources' (LON:PAF) Upcoming Dividend Will Be Larger Than Last Year's

Pan African Resources PLC ( LON:PAF ) has announced that it will be increasing its dividend from last year's comparable...
내러티브 업데이트 Nov 18

PAF: Future Output Gains And Fair Value Reflect Balanced Outlook

Narrative Update on Pan African Resources Analysts have raised their price target for Pan African Resources from £0.83 to £1.12, citing continued strong company performance and positive outlooks. Analyst Commentary Bullish Takeaways Bullish analysts highlight the upward revision in the price target as evidence of confidence in the company’s operational performance and execution.
내러티브 업데이트 Nov 03

PAF: Record Gold Production Will Drive Increased Shareholder Value In 2025

Analysts have raised their price target for Pan African Resources from 95p to 101.25p. This change reflects higher projected revenue growth and profit margins, as well as adjustments to future valuation metrics.
분석 기사 Oct 27

Is Pan African Resources (LON:PAF) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
내러티브 업데이트 Oct 20

Mintails And TCMG Projects Expected To Strengthen Gold Production And Diversify Operations

Analysts have raised their price target for Pan African Resources from £0.88 to £0.95, citing improved revenue growth and expectations for higher profit margins. Analyst Commentary Bullish Takeaways Bullish analysts have raised their price targets, which suggests increased confidence in the company’s future earnings and growth prospects.
내러티브 업데이트 Oct 06

Mintails And TCMG Projects Expected To Strengthen Gold Production And Diversify Operations

Analysts have raised their price target for Pan African Resources from £0.75 to £0.88, citing stronger projected revenue growth, which outweighs modest increases in the discount rate and a shift in expected profit margins. What's in the News New production guidance for 2026 projects output of 130,000oz to 137,000oz in the first half, increasing to 145,000oz to 155,000oz in the second half, as a result of upgrades at MTR and growth at Tennant and Evander Mines (Corporate Guidance).
내러티브 업데이트 Sep 21

Mintails And TCMG Projects Expected To Strengthen Gold Production And Diversify Operations

Despite sharply lower revenue growth forecasts, Pan African Resources’ consensus price target has increased, largely driven by a higher expected valuation multiple (Future P/E rising from 3.76x to 6.58x), resulting in the price target climbing from £0.662 to £0.752. What's in the News Issued FY26 production guidance: H1 between 130,000–137,000oz, H2 between 145,000–155,000oz, and full year 275,000–292,000oz, driven by contributions from new MTR and Tennant Mines operations.
분석 기사 Sep 19

Market Might Still Lack Some Conviction On Pan African Resources PLC (LON:PAF) Even After 35% Share Price Boost

Despite an already strong run, Pan African Resources PLC ( LON:PAF ) shares have been powering on, with a gain of 35...
분석 기사 Sep 09

Investors Met With Slowing Returns on Capital At Pan African Resources (LON:PAF)

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
내러티브 업데이트 Sep 06

Mintails And TCMG Projects Expected To Strengthen Gold Production And Diversify Operations

Analysts have raised Pan African Resources’ price target to £0.662, reflecting stronger revenue growth forecasts and a lower future P/E, both indicating improved earnings expectations and valuation. What's in the News Pan African Resources commenced a share repurchase program, authorized to buy back up to 5% of issued share capital (111,734,375 shares), with Peel Hunt LLP appointed to execute purchases starting July 1, 2025.
분석 기사 Aug 05

Earnings Tell The Story For Pan African Resources PLC (LON:PAF)

Pan African Resources PLC's ( LON:PAF ) price-to-earnings (or "P/E") ratio of 18.8x might make it look like a sell...
분석 기사 Apr 24

We Think Pan African Resources (LON:PAF) Is Taking Some Risk With Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Mar 30

Further Upside For Pan African Resources PLC (LON:PAF) Shares Could Introduce Price Risks After 27% Bounce

Pan African Resources PLC ( LON:PAF ) shareholders have had their patience rewarded with a 27% share price jump in the...
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새로운 내러티브 Feb 09

Mintails Project And Renewable Energy Shift Will Improve Operational Efficiency

Strategic expansion in gold production capacity and reduced all-in sustaining costs are expected to enhance revenue growth and profitability.
분석 기사 Dec 17

Pan African Resources (LON:PAF) Could Become A Multi-Bagger

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 Nov 14

Shareholders Will Probably Not Have Any Issues With Pan African Resources PLC's (LON:PAF) CEO Compensation

Key Insights Pan African Resources to hold its Annual General Meeting on 21st of November Total pay for CEO Cobus Loots...
분석 기사 Oct 29

Investors Continue Waiting On Sidelines For Pan African Resources PLC (LON:PAF)

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 17x, you may...
분석 기사 Oct 05

Does Pan African Resources (LON:PAF) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Sep 09

Pan African Resources (LON:PAF) Could Become A Multi-Bagger

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
분석 기사 Jun 19

Pan African Resources PLC's (LON:PAF) Subdued P/E Might Signal An Opportunity

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 17x, you may...
분석 기사 Apr 30

Does Pan African Resources (LON:PAF) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

주주 수익률

PAFGB Metals and MiningGB 시장
7D-7.8%-5.8%0.3%
1Y199.5%87.5%18.8%

수익률 대 산업: PAF은 지난 1년 동안 87.5%의 수익을 기록한 UK Metals and Mining 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: PAF은 지난 1년 동안 18.8%를 기록한 UK 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is PAF's price volatile compared to industry and market?
PAF volatility
PAF Average Weekly Movement8.5%
Metals and Mining Industry Average Movement9.2%
Market Average Movement5.7%
10% most volatile stocks in GB Market11.9%
10% least volatile stocks in GB Market3.1%

안정적인 주가: PAF의 주가는 지난 3개월 동안 UK 시장보다 변동성이 컸습니다.

시간에 따른 변동성: PAF의 주간 변동성(8%)은 지난 1년 동안 안정적이었지만 UK 종목 중 상위 75%보다 높습니다.

회사 소개

설립직원 수CEO웹사이트
n/a2,494Cobus Lootswww.panafricanresources.com

Pan African Resources PLC는 남아프리카에서 금의 채굴, 추출, 생산 및 판매에 종사하는 회사입니다. 주요 프로젝트로는 바버튼 그린스톤 벨트에 위치한 페어뷰, 셰바, 컨소트 등 3개의 지하 광산으로 구성된 바버튼 광산과 남아프리카의 엘리쿨루 광미 재처리 공장이 있습니다. 팬 아프리카 리소스는 남아프리카공화국 요하네스버그에 본사를 두고 있습니다.

Pan African Resources PLC 기초 지표 요약

Pan African Resources의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
PAF 기초 통계
시가총액UK£2.79b
순이익 (TTM)UK£179.63m
매출 (TTM)UK£623.51m
15.5x
주가수익비율(P/E)
4.5x
주가매출비율(P/S)

PAF는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
PAF 손익계산서 (TTM)
매출US$837.76m
매출원가US$413.29m
총이익US$424.47m
기타 비용US$183.12m
순이익US$241.35m

최근 보고된 실적

Dec 31, 2025

다음 실적 발표일

Sep 16, 2026

주당순이익(EPS)0.12
총이익률50.67%
순이익률28.81%
부채/자본 비율19.0%

PAF의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

1.1%
현재 배당 수익률
24%
배당 성향

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 09:54
종가2026/05/21 00:00
수익2025/12/31
연간 수익2025/06/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

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산업 및 섹터 지표

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분석가 소스

Pan African Resources PLC는 18명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Herbert KharivheAbsa Bank Limited
William DalbyBerenberg
Richard HatchBerenberg