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Pan African Resources PLCLSE:PAF Voorraadrapport

Marktkapitalisatie UK£2.8b
Prijs aandeel
UK£1.40
UK£1.71
18.4% ondergewaardeerd intrinsieke korting
1Y214.9%
7D-4.1%
Portefeuillewaarde
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Pan African Resources PLC

LSE:PAF Voorraadrapport

Marktkapitalisatie: UK£2.8b

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Community Contributor
CA$5.07FV 68.0% ondergewaardeerd intrinsieke korting
4849.4%Revenue growth p.a.
13.4k
37
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271
2mo ago

Pan African Resources PLC Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor Pan African Resources
Historische aandelenkoersen
Huidige aandelenkoersUK£1.40
52 Week HoogtepuntUK£1.90
52 Week LaagUK£0.43
Bèta0.85
1 maand verandering-9.06%
3 maanden verandering5.66%
1 Jaar Verandering214.95%
3 jaar verandering599.80%
5 jaar verandering639.05%
Verandering sinds IPO3,890.86%

Recent nieuws en updates

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.

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.

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.

Recent updates

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.

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.

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.

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).

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).

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

Feb 10
If EPS Growth Is Important To You, Pan African Resources (LON:PAF) Presents An Opportunity

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).

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?

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).

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

Jan 07
Is Pan African Resources PLC (LON:PAF) Trading At A 20% Discount?

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).

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

Dec 24
Pan African Resources (LON:PAF) Looks To Prolong Its Impressive Returns

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.

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.

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

Nov 27
Investors Appear Satisfied With Pan African Resources PLC's (LON:PAF) Prospects As Shares Rocket 25%

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

Nov 23
Pan African Resources' (LON:PAF) Upcoming Dividend Will Be Larger Than Last Year's

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.

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.

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

Oct 27
Is Pan African Resources (LON:PAF) Using Too Much Debt?

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.

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).

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.

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

Sep 19
Market Might Still Lack Some Conviction On Pan African Resources PLC (LON:PAF) Even After 35% Share Price Boost

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

Sep 09
Investors Met With Slowing Returns on Capital At Pan African Resources (LON:PAF)

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.

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

Aug 05
Earnings Tell The Story For Pan African Resources PLC (LON:PAF)

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

Apr 24
We Think Pan African Resources (LON:PAF) Is Taking Some Risk With Its Debt

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

Mar 30
Further Upside For Pan African Resources PLC (LON:PAF) Shares Could Introduce Price Risks After 27% Bounce
User avatar

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.

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

Dec 17
Pan African Resources (LON:PAF) Could Become A Multi-Bagger

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

Nov 14
Shareholders Will Probably Not Have Any Issues With Pan African Resources PLC's (LON:PAF) CEO Compensation

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

Oct 29
Investors Continue Waiting On Sidelines For Pan African Resources PLC (LON:PAF)

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

Oct 05
Does Pan African Resources (LON:PAF) Have A Healthy Balance Sheet?

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

Sep 09
Pan African Resources (LON:PAF) Could Become A Multi-Bagger

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

Jun 19
Pan African Resources PLC's (LON:PAF) Subdued P/E Might Signal An Opportunity

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

Apr 30
Does Pan African Resources (LON:PAF) Have A Healthy Balance Sheet?

Pan African Resources PLC (LON:PAF) Could Be Riskier Than It Looks

Mar 07
Pan African Resources PLC (LON:PAF) Could Be Riskier Than It Looks

Rendement voor aandeelhouders

PAFGB Metals and MiningGB Markt
7D-4.1%-0.9%-0.2%
1Y214.9%85.0%19.7%

Rendement versus industrie: PAF overtrof de UK Metals and Mining industrie, die het afgelopen jaar een rendement 85 % opleverde.

Rendement versus markt: PAF overtrof de UK markt, die het afgelopen jaar een rendement opleverde van 19.7 %.

Prijsvolatiliteit

Is PAF's price volatile compared to industry and market?
PAF volatility
PAF Average Weekly Movement8.5%
Metals and Mining Industry Average Movement9.3%
Market Average Movement5.6%
10% most volatile stocks in GB Market11.5%
10% least volatile stocks in GB Market3.2%

Stabiele aandelenkoers: De aandelenkoers van PAF is de afgelopen 3 maanden volatiel geweest in vergelijking met de UK markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 8% ) van PAF is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen UK.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
n/a2,494Cobus Lootswww.panafricanresources.com

Pan African Resources PLC houdt zich bezig met de mijnbouw, winning, productie en verkoop van goud in Zuid-Afrika. De vlaggenschipprojecten omvatten de Barberton mijnen die bestaan uit drie ondergrondse mijnen, waaronder Fairview, Sheba en Consort gelegen in de Barberton Greenstone Belt; en de Elikhulu residu retreatment fabriek in Zuid-Afrika. Het hoofdkantoor van Pan African Resources PLC is gevestigd in Johannesburg, Zuid-Afrika.

Pan African Resources PLC Samenvatting

Hoe verhouden de winst en inkomsten van Pan African Resources zich tot de beurswaarde?
PAF fundamentele statistieken
MarktkapitalisatieUK£2.83b
Inkomsten(TTM)UK£177.21m
Inkomsten(TTM)UK£615.13m
16.0x
Koers/Winstverhouding
4.6x
P/S-verhouding

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
PAF resultatenrekening (TTM)
InkomstenUS$837.76m
Kosten van inkomstenUS$413.29m
BrutowinstUS$424.47m
Overige uitgavenUS$183.12m
InkomstenUS$241.35m

Laatst gerapporteerde inkomsten

Dec 31, 2025

Volgende inkomensdatum

Sep 16, 2026

Winst per aandeel (EPS)0.12
Brutomarge50.67%
Nettowinstmarge28.81%
Schuld/Eigen Vermogen Verhouding19.0%

Hoe presteerde PAF op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

1.1%
Huidig dividendrendement
24%
Uitbetalingsratio

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/01 06:43
Aandelenkoers aan het einde van de dag2026/05/01 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/06/30

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 analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je 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

Pan African Resources PLC wordt gevolgd door 17 analisten. 5 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
Herbert KharivheAbsa Bank Limited
William DalbyBerenberg
Richard HatchBerenberg