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PNR.AX$3.04+1.33%
Fair $3.04+0.0%

PNR.AX

Pantoro Gold Limited

Basic Materials / GoldASX

$3.04

+0.04 (+1.33%)

Fairly Valued+0.0%Fair Value $3.04Fund rank 29/100 · Data gapFallback financials|
SA 46/C
F-Score: 5/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-41.3M · quality 55.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

46/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · PNR.AXLocal privado en este navegador · Pantoro Gold Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.2B

P/E

11.3x

↓

EV/EBITDA

6.2x

↓

ROE

11.1%

↑

Gross Margin

55.6%

↑

Debt/Equity

0.15

↓
52-Week Range$3
$3$7

TradingView lightweight chart

PNR.AX price, volumen y niveles de valoración

Último $3.040Periodo -22.6%
Fair value: $3.040

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+69.4%

FCF CAGR

—

FCF margin

21.1%

FCF / Net income

1.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $357.3M · net income $56.7M · FCF $75.3M

2022-FY → 2025-FY

Gross margin

55.6%+21.7% pts

Operating margin

22.9%+30.9% pts

Net margin

15.9%+30.5% pts

FCF margin

21.1%+88.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$357.3M$357.3M$229.4M$98.5M$73.5M
Net Income$56.7M$56.7M$-49.3M$-74.6M$-10.7M
EBITDA$174.8M$174.8M$48.9M$-57.5M$18.6M
EPS0.150.15-0.16-0.62-0.13
Gross Margin55.6%55.6%13.7%-12.7%34.0%
Operating Margin22.9%22.9%-26.0%-83.8%-7.9%
Net Margin15.9%15.9%-21.5%-75.7%-14.6%
Balance Sheet
Debt/Equity0.150.150.140.240.29
Current Ratio2.662.66———
Cash Flow
Free Cash Flow$75.3M$75.3M$-41.3M$-81.1M$-49.8M
Returns
ROE11.1%11.1%-11.9%-22.1%-5.6%
Valuation
P/E11.2611.26———
EV/EBITDA6.246.249.91—14.71
P/B2.292.291.270.421.40
Growth & Yield
Revenue Growth55.7%55.7%132.8%34.0%—
EPS Growth192.6%192.6%74.4%-395.9%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

22.2%

exigente

EPS terminal req.

$0.27

Spread vs growth

170.5%

5Y implied EPS CAGR

17.1%

exigente

EPS terminal req.

$0.33

Spread vs growth

175.5%

10Y implied EPS CAGR

13.5%

razonable

EPS terminal req.

$0.53

Spread vs growth

179.1%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -17.6%

Total return

-17.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.16 → 0.15

Residual

-17.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-17.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.