Serabi Gold plc

AIM:SRB Voorraadrapport

Marktkapitalisatie: UK£212.1m

Serabi Gold Beheer

Beheer criteriumcontroles 2/4

De CEO Serabi Gold is Mike Hodgson, benoemd in Aug2007, heeft een ambtstermijn van 18.92 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 1.18M, bestaande uit 41.3% salaris en 58.7% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.56% van de aandelen van het bedrijf, ter waarde £ 1.18M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.3 jaar en 3.9 jaar.

Belangrijke informatie

Mike Hodgson

Algemeen directeur

US$1.2m

Totale compensatie

Percentage CEO-salaris41.33%
Dienstverband CEO18.9yrs
Eigendom CEO0.6%
Management gemiddelde ambtstermijn2.3yrs
Gemiddelde ambtstermijn bestuur3.9yrs

Recente managementupdates

Analyse-artikel Jun 19

We Think Shareholders Will Probably Be Generous With Serabi Gold plc's (LON:SRB) CEO Compensation

Key Insights Serabi Gold will host its Annual General Meeting on 26th of June Total pay for CEO Mike Hodgson includes...

Recent updates

Narratiefupdate Jun 23

SRB: Dividend Initiation Will Support Future Upside In Undervalued Shares

Analysts have slightly reduced their price target on Serabi Gold, trimming the implied future P/E assumption from 3.81x to 3.74x. This translates into a modestly lower fair value in £ terms based on updated discount rate and margin inputs.
Narratiefupdate Jun 03

SRB: Dividend Initiation And Resource Upgrades Will Support Future Upside

Analysts have trimmed their price target for Serabi Gold slightly to reflect updated assumptions on revenue growth, profit margins and future P/E, resulting in a small downward adjustment in fair value to £4.76 from £4.77. What's in the News The board has recommended Serabi Gold's inaugural annual dividend for the 2025 financial year of £0.05 pence per share, described as an important step in its capital allocation framework.
Narratiefupdate May 10

SRB: Dividend Initiation And Resource Updates Will Support Future Upside

Analysts have made a small upwards revision to their Serabi Gold price target to £4.77, citing updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E as key drivers of the change. What's in the News Board recommends an inaugural annual dividend for the 2025 financial year of £0.05 pence per share, described as an important step in the company’s capital allocation framework (Dividend Initiation).
Narratiefupdate Apr 26

SRB: Brownfield Drilling And Exploration Programme Will Support Future Upside

Analysts have trimmed their price target on Serabi Gold to reflect an updated fair value of £4.76, a small adjustment from £4.80. They cited refreshed assumptions for discount rates, revenue growth, profit margins and future P/E multiples.
Narratiefupdate Apr 11

SRB: Brownfield Drilling Programme And Resource Update Will Support Future Upside

Analysts have left their fair value estimate for Serabi Gold essentially unchanged at £4.80 per share, explaining the stable price target by offsetting tweaks to the discount rate and assumed P/E multiple rather than any major shift in the underlying business outlook. What's in the News Update on Palito Complex and Coringa Mine, including recent operational developments and an overview of the 2025 brownfield exploration programme in both areas (company announcement).
Narratiefupdate Mar 28

SRB: Brownfield Drilling Results Will Drive Stronger Future Upside Potential

Analysts have trimmed their price target on Serabi Gold to reflect slightly lower assumed discount rates and modestly adjusted earnings multiples. This points to a more measured risk outlook while keeping the core fair value narrative broadly unchanged.
Narratiefupdate Mar 12

SRB: Exploration Progress And Resource Update Will Support Stronger Future Upside Potential

Analysts have raised their price target for Serabi Gold slightly to £4.80 from £4.72, reflecting small model adjustments to fair value assumptions, discount rate, revenue growth, profit margin and future P/E. What's in the News Updated operational and exploration overview for the Palito Complex and Coringa Mine, including details of the completed 2025 brownfield exploration programme totaling 38,400m of drilling and 154 diamond drill holes, with a subset reporting grades over 3 g/t Au (Key Developments).
Narratiefupdate Feb 25

SRB: Production Recovery And Guidance Will Underpin Stronger Future Upside Potential

Analysts have slightly reduced their price target for Serabi Gold to reflect a lower forward P/E assumption of 4.77x, while keeping revenue growth, profit margin and fair value estimates broadly unchanged. This has resulted in a modest reduction in their implied £ per share valuation.
Narratiefupdate Feb 11

SRB: Rising Production Guidance Will Support Stronger Future Upside Potential

Analysts have raised their price target on Serabi Gold to £4.72 from £4.31, citing updated assumptions that include revised discount rates, revenue growth estimates, profit margins and future P/E expectations. What's in the News On 30 January 2026, an incident at the Palito underground operation resulted in a fatality linked to a traffic accident underground, with no other personnel injured and production in the affected area expected to resume after Brazilian authorities complete their enquiries (company announcement).
Narratiefupdate Jan 25

SRB: Rising Gold Production Will Support Stronger Future Upside Potential

Analysts have lifted their price target on Serabi Gold to US$4.31 from US$3.69, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple as key drivers of their revised view. What's in the News Serabi Gold issued production guidance for 2026, with expected consolidated gold output of 53,000 ounces to 57,000 ounces (company guidance).
Narratiefupdate Jan 09

SRB: Higher Production And Lower Risk Profile Will Support Future Upside

Analysts have trimmed their price target for Serabi Gold to reflect a slightly lower future P/E assumption of 5.35x, while keeping fair value broadly unchanged. They are reassessing the stock's risk profile and earnings potential under a marginally reduced discount rate of 8.37%.
Analyse-artikel Jan 06

Cautious Investors Not Rewarding Serabi Gold plc's (LON:SRB) Performance Completely

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 17x, you may...
Narratiefupdate Dec 26

SRB: Rising Gold Output Will Drive Stronger Future Upside Potential

Analysts have nudged their price target on Serabi Gold slightly higher to reflect a modest improvement in the company’s projected valuation, citing stable long term growth assumptions, resilient profit margins, and a marginally higher future earnings multiple. What's in the News Reported third quarter 2025 gold production of 12,090 ounces, up from 9,489 ounces a year earlier, indicating stronger operational performance (company operating results) Year to date 2025 gold output reached 32,635 ounces, underscoring continued production growth over the period (company operating results) Third quarter 2025 mined ore declined to 51,625 tonnes from 58,682 tonnes a year ago, while milled ore remained broadly stable at 53,991 tonnes versus 54,579 tonnes, highlighting improved grades and processing efficiency (company operating results) Year to date 2025 mined ore totaled 148,581 tonnes and milled ore 153,392 tonnes, reflecting sustained throughput at the company’s operations (company operating results) Valuation Changes Fair Value: unchanged at £3.69 per share, indicating no revision to intrinsic value despite operational updates.
Narratiefupdate Dec 11

SRB: Rising Gold Output And New Resource Report Will Drive Upside

Analysts have raised their price target on Serabi Gold slightly to reflect a modest uplift in fair value and forward earnings multiple, while also accounting for more conservative expectations for revenue growth and profit margins. What's in the News Third quarter 2025 gold production rose to 12,090 ounces from 9,489 ounces a year earlier, highlighting improved grades and operational efficiency despite slightly lower mined and milled ore volumes (Announcement of Operating Results).
Narratiefupdate Nov 27

SRB: Discovery Of New Orebody Will Drive Upside In Coming Quarters

Analysts have slightly adjusted their price target for Serabi Gold, now valuing the company at $3.65 per share because of minor updates to discount rate assumptions and future profit expectations. What's in the News Serabi Gold reported gold production of 12,090 ounces in the third quarter of 2025.
Analyse-artikel Nov 12

Here's Why Serabi Gold (LON:SRB) Has Caught The Eye Of Investors

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Narratiefupdate Nov 11

SRB: Gold Output And Resource Expansion Will Drive Further Upside Potential

Analysts have modestly adjusted their price target for Serabi Gold, leaving the fair value estimate unchanged at $3.65 per share. They cited only minor shifts in model assumptions and discount rates.
Narratiefupdate Oct 28

Production Gains And New Discoveries Will Drive Profitability And Extend Mine Life

Analysts have raised their price target on Serabi Gold from $3.08 to $3.65, citing improved revenue growth expectations and stronger projected profit margins. What's in the News Serabi Gold reported third-quarter gold production of 12,090 ounces, which is significantly higher than the 9,489 ounces produced a year ago.
Analyse-artikel Oct 21

Serabi Gold (LON:SRB) Has A Rock Solid Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Narratiefupdate Oct 14

Coringa Mine Ramp Up And Palito Processing Will Boost Efficiency

Narrative Update on Serabi Gold Analysts have raised their price target for Serabi Gold from $2.63 to $3.08, citing improved fair value estimates even though there have only been slight changes in revenue growth and profit margin projections. What's in the News Serabi Gold reported third quarter 2025 gold production of 12,090 ounces, up from 9,489 ounces in the previous year.
Analyse-artikel Sep 20

Serabi Gold plc's (LON:SRB) Share Price Boosted 26% But Its Business Prospects Need A Lift Too

The Serabi Gold plc ( LON:SRB ) share price has done very well over the last month, posting an excellent gain of 26...
Analyse-artikel Sep 11

Serabi Gold (LON:SRB) Is Very Good At Capital Allocation

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analyse-artikel Jun 19

We Think Shareholders Will Probably Be Generous With Serabi Gold plc's (LON:SRB) CEO Compensation

Key Insights Serabi Gold will host its Annual General Meeting on 26th of June Total pay for CEO Mike Hodgson includes...
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Nieuw narratief Apr 22

Coringa Mine Ramp Up And Palito Processing Will Boost Efficiency

The Coringa mine's development boosts output and revenue, while integration with Palito reduces costs and enhances margins.
Analyse-artikel Apr 15

New Forecasts: Here's What Analysts Think The Future Holds For Serabi Gold plc (LON:SRB)

Shareholders in Serabi Gold plc ( LON:SRB ) may be thrilled to learn that the analysts have just delivered a major...
Analyse-artikel Mar 18

Is Serabi Gold (LON:SRB) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyse-artikel Feb 27

The Market Lifts Serabi Gold plc (LON:SRB) Shares 31% But It Can Do More

Despite an already strong run, Serabi Gold plc ( LON:SRB ) shares have been powering on, with a gain of 31% in the last...
Analyse-artikel Dec 26

Further Upside For Serabi Gold plc (LON:SRB) Shares Could Introduce Price Risks After 28% Bounce

Despite an already strong run, Serabi Gold plc ( LON:SRB ) shares have been powering on, with a gain of 28% in the last...
Analyse-artikel Dec 13

Serabi Gold (LON:SRB) Is Investing Its Capital With Increasing Efficiency

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analyse-artikel Nov 05

Market Might Still Lack Some Conviction On Serabi Gold plc (LON:SRB) Even After 28% Share Price Boost

Serabi Gold plc ( LON:SRB ) shares have continued their recent momentum with a 28% gain in the last month alone. The...
Analyse-artikel Sep 14

Serabi Gold plc's (LON:SRB) Shares Leap 29% Yet They're Still Not Telling The Full Story

Serabi Gold plc ( LON:SRB ) shareholders have had their patience rewarded with a 29% share price jump in the last...
Analyse-artikel Aug 22

Serabi Gold (LON:SRB) Is Experiencing Growth In Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analyse-artikel Jun 08

Is Serabi Gold (LON:SRB) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analyse-artikel Feb 29

Serabi Gold plc (LON:SRB) Held Back By Insufficient Growth Even After Shares Climb 28%

Despite an already strong run, Serabi Gold plc ( LON:SRB ) shares have been powering on, with a gain of 28% in the last...
Analyse-artikel Feb 07

Returns On Capital Are Showing Encouraging Signs At Serabi Gold (LON:SRB)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Analyse-artikel Jan 03

Serabi Gold plc (LON:SRB) Shares Fly 26% But Investors Aren't Buying For Growth

Despite an already strong run, Serabi Gold plc ( LON:SRB ) shares have been powering on, with a gain of 26% in the last...
Analyse-artikel Nov 18

We Think Serabi Gold (LON:SRB) Is Taking Some Risk With Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analyse-artikel Sep 20

There's Been No Shortage Of Growth Recently For Serabi Gold's (LON:SRB) Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analyse-artikel Aug 09

Is Serabi Gold (LON:SRB) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...

Analyse CEO-vergoeding

Hoe is Mike Hodgson's beloning veranderd ten opzichte van Serabi Gold's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Mar 31 2026n/an/a

US$66m

Dec 31 2025US$1mUS$486k

US$54m

Sep 30 2025n/an/a

US$45m

Jun 30 2025n/an/a

US$38m

Mar 31 2025n/an/a

US$33m

Dec 31 2024US$675kUS$428k

US$28m

Sep 30 2024n/an/a

US$20m

Jun 30 2024n/an/a

US$11m

Mar 31 2024n/an/a

US$9m

Dec 31 2023US$635kUS$399k

US$7m

Sep 30 2023n/an/a

US$5m

Jun 30 2023n/an/a

US$2m

Mar 31 2023n/an/a

-US$1m

Dec 31 2022US$462kUS$377k

-US$983k

Sep 30 2022n/an/a

US$1m

Jun 30 2022n/an/a

US$6m

Mar 31 2022n/an/a

US$10m

Dec 31 2021US$357kUS$274k

US$10m

Sep 30 2021n/an/a

US$7m

Jun 30 2021n/an/a

US$10m

Mar 31 2021n/an/a

US$8m

Dec 31 2020US$329kUS$237k

US$7m

Sep 30 2020n/an/a

US$8m

Jun 30 2020n/an/a

US$6m

Mar 31 2020n/an/a

US$3m

Dec 31 2019US$407kUS$235k

US$4m

Compensatie versus markt: De totale vergoeding ($USD 1.18M ) Mike } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de UK markt ($USD 820.00K ).

Compensatie versus inkomsten: De vergoeding van Mike is het afgelopen jaar met meer dan 20% gestegen.


CEO

Mike Hodgson (65 yo)

18.9yrs
Tenure
US$1,176,000
Compensatie

Mr. Michael Jonathan Hodgson, also known as Mike, BSc, MSc, CEng, FIMM, has been the Chief Executive Officer of Serabi Gold plc (a/k/a Serabi Mining Plc) since August 29, 2007 and served as its President....


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Michael Hodgson
CEO & Executive Director18.9yrsUS$1.18m0.56%
£ 1.2m
Colm Howlin
CFO & Director1.6yrsUS$439.65kgeen gegevens
Marcus Brewster
Chief Operating Officer1.5yrsgeen gegevensgeen gegevens
Andrew Khov
Vice President of Investor Relations & Business Developmentno datageen gegevensgeen gegevens
Kerin Williams
Company Secretary2.9yrsgeen gegevensgeen gegevens
2.3yrs
Gemiddelde duur

Ervaren management: Het managementteam van SRB wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.3 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Michael Hodgson
CEO & Executive Director19.4yrsUS$1.18m0.56%
£ 1.2m
Colm Howlin
CFO & Director1.3yrsUS$439.65kgeen gegevens
Luis Felipe de Azevedo
Independent Non Executive Director6.3yrsUS$56.00kgeen gegevens
Michael Lynch-Bell
Independent Non-Executive Chairman3.9yrsUS$143.00kgeen gegevens
Deborah Gudgeon
Independent Non-Executive Director3.2yrsUS$93.00kgeen gegevens
3.9yrs
Gemiddelde duur
65yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van SRB wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.9 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/07/13 08:36
Aandelenkoers aan het einde van de dag2026/07/10 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Serabi Gold plc wordt gevolgd door 3 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Peter Mallin-JonesPeel Hunt LLP
Gabriele EjikemeTamesis Partners LLP
David SeersZeus Capital Limited