Share Name Share Symbol Market Type Share ISIN Share Description
Petropavlovsk Plc LSE:POG London Ordinary Share GB0031544546 ORD 1P
  Price Change % Change Share Price Shares Traded Last Trade
  0.14 1.11% 12.80 21,301,087 16:29:55
Bid Price Offer Price High Price Low Price Open Price
12.76 12.80 13.00 12.54 12.66
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 391.90 64.63 0.78 16.7 424
Last Trade Time Trade Type Trade Size Trade Price Currency
17:17:39 O 29,000 12.90 GBX

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Date Time Title Posts
18/1/202002:44Petropavlovsk Gold Miner - inc. Charts49,037
13/1/201807:37Short POG the DOG to 1.5p35
13/6/201716:45Petropavlovsk - coup by Prudential?-
07/6/201709:45POG - Voting Advice-
24/8/201609:00*** Petropavlovsk ***27

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Petropavlovsk (POG) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2020-01-17 17:19:3112.9029,0003,741.00O
2020-01-17 17:13:4812.79455,51858,237.98O
2020-01-17 17:05:4712.806,369815.30O
2020-01-17 16:57:3112.8284,72810,862.13O
2020-01-17 16:53:2112.941,000129.41O
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Petropavlovsk (POG) Top Chat Posts

DateSubject
18/1/2020
08:20
Petropavlovsk Daily Update: Petropavlovsk Plc is listed in the Mining sector of the London Stock Exchange with ticker POG. The last closing price for Petropavlovsk was 12.66p.
Petropavlovsk Plc has a 4 week average price of 11.54p and a 12 week average price of 9.57p.
The 1 year high share price is 13.40p while the 1 year low share price is currently 6.70p.
There are currently 3,310,210,281 shares in issue and the average daily traded volume is 6,902,825 shares. The market capitalisation of Petropavlovsk Plc is £423,706,915.97.
17/1/2020
15:26
stevea171: Petropavlovsk. (POG). Price: 12.6p. Mkt Cap: £417 million. Petropavlovsk is mainly based in the Amur region of Siberia, Russia with British and Russian management. It is a gold production and technology company and one of the top 5 gold producers in Russia. It's listed on the LSE in the Small Cap market segment looking for promotion to the Ftse250 in the coming year. In recent years it has been un-investable due to a raft of problems incl uncontrolled expansion saddling the company with huge debt, similtaneously developing an iron ore company, IRC, with its own capital requirements and implementation problems, long running board problems, a share price that fell to just pennies, etc. Now the company is coming out of all that and is on it's way back to health, profitability, and renewed expansion. It can be considered to be an extreme version of what happened to HOC when it was building Inmaculada and the share price there fell to 40p. Peel Hunt target price: 16p POG analyst forecasts 2020. Sp 1 year: 16p to 25p. Median 21p 2019 Revenue: $608 to $770 million. Consensus $687 million 2020 Revenue: $617 to $1100 million. Consensus $832 million Recent video interview. 121 Mining Investment, London, Autumn 2019 hTTps://www.youtube.com/watch?v=w9CH1Xk9o7g Comparative Mkt Caps. ...............Shares x Price ............19/20 FY production ...... 2019/20 AISC. HOC ..... 517.2 x £1.70 = £879 million ....477 million Au equiv oz ....$960-$1,000 ...........................................422 million Au equiv oz ....$1,040-$1,080 POG .....3310.2 x £0.126 = £417 million ...450-500 million oz..........$1029 (H1) ...........................................550+ million oz? ...........sub $1000? HOC. H1 revenue: $354 million Profit: $25 million ($22 million). AISC: $921 Net Debt: $62 million EPS: 4c Q3/19 production: 121k Au equiv oz Av gold sales price: $1510 Q4/19 production: 110k Au equiv oz Av gold sales price: $1492 POG. H1 revenue: $309 million Sales: 225k oz Profit: $14 million (Loss $40 million). Share of IRC loss: $7.9 million Ingiredmet revenue: $15 million AISC: $1029 Net Debt: $557 million ($568 million at 31/12) Fwd Sales/Hedging at 30/6: 130K oz at $1281 IRC. (POG has a now reduced 31% interest in IRC which has a listing on the Hong Kong SE) H1 revenue: $89 million Loss: $25 million due to Acct adjustments Underlying Loss: $8.2 million Selling price: $77 ton Cash Cost: $49.9 ton Amur Bridge: -$5 ton. To complete by end 2020. December update: problem with drying unit affecting shipments December price: $100 ton POG. Q3/19 results. Production: 130k oz Sales: 126.4k oz - Pioneer 31k oz, POX. 9k oz, Malomir 39k oz, Albyn 47k oz Av gold sales price: $1388 Fwd Sales/Hedging at 30/9: 80k oz at $1300. POG Q4/19 sales estimate. Pioneer: 30K oz Malomir: 40K oz. Albyn: 47K oz Pokrovskiy: 22K oz (3rd party) Total: 139K oz Q1-3 Total: 351K oz FY 2019: 490K oz POG. JORC resources. 20.5 million oz Reserves. 8.2 million oz (16 years production) 65% of reserves and 60% of resources are refactory. 31% interest in IRC. Value? POX. 4 autoclaves 1&2 processing Malomir concentrate 3&4 available for 3rd party conc then Pioneer conc Q4 2020.. Capacity: 125Ktpa ea. Total 400-500Ktpa. Debt. Net Debt: $557 million $500 million notes. Nov 2022. 8.125% interest $125 million convert bonds. Jul 2024. 8.25 coupon IRC loan guarantees. POG 2020 expectations. 1. Production up. 550k+ oz? 2. AISC down. 3. Gold price hedging. No? 4. Debt. 5. POX. On 21 August 2019, Fitch Ratings upgraded its Long-Term Issuer Default Rating and senior unsecured rating to 'B-' from 'CCC' with a Positive Outlook, citing: −a significant strengthening in Petropavlovsk's liquidity position due to the refinancing of the convertible bond;−repayment of US$57 million in bridge loans by IRC Limited; and−increased visibility for production due to the launch of the POX plant Fitch stated that the Positive Outlook reflects the “potential for significant deleveraging to take place by end-2020 based on higher production, lower costs, and third-party concentrate increasing the utilisation of the POX hub”
10/12/2019
12:20
bambo1: The question is; are Polygon trying to keep POG share price as low as possible for a specific reason, or do they believe something very negative is coming that will take POG share price down. There must be some logic to what they are doing, but I don't see it. Anyone have any theories?
02/10/2019
12:39
bambo1: Lots of smoke signals from the a-hole rampers still. POG share price 8.6p Jan-18 8.3p Jun-17 8.4p Nov-16 8.8p May-16 now 9.8p which is an increase of 11.36% over the last 3 years. Or do we only look at the lowest point compared to the highest point? Play with the numbers and produce what pleases you, and if you are a really clever investor, tell everyone you bought at the lowest point and are making loads of money and some goon might believe you. Then the goon can rush out and buy some and make lots of money too. Is this how it works rampers?
16/8/2019
10:48
lawrence thirteen: Pog share price make lethargy look lively
15/8/2019
11:01
midasx: Based purely on future cash flow the share price is 95% undervalued. This obviously ignores existing debt, but shows how far the share price could go when and if debt is paid off. Fair value £2.01 LSE:POG Discounted Cash Flow Data Sources Discounted Cash Flow Calculation for LSE:POG using 2 Stage Free Cash Flow to Equity Model The calculations below outline how an intrinsic value for Petropavlovsk is arrived at by discounting future cash flows to their present value using the 2 stage method. We try to start with analysts estimates of free cash flow, however if these are not available we use the most recent financial results. In the 1st stage we continue to grow the free cash flow over a 10 year period, with the growth rate trending towards the perpetual growth rate used in the 2nd stage. The 2nd stage assumes the company grows at a stable rate into perpetuity. Note: Free cash flow to equity valuations ignore the company's cash or debt. LSE:POG DCF 1st Stage: Next 10 year cash flow forecast Levered FCF (USD, Millions) Source Present Value Discounted (@ 13.19%) 2020 261.38 Est @ 86.79% 230.92 2021 421.14 Est @ 61.12% 328.72 2022 602.89 Est @ 43.15% 415.74 2023 787.23 Est @ 30.58% 479.60 2024 958.62 Est @ 21.77% 515.96 2025 1,108.24 Est @ 15.61% 526.99 2026 1,233.41 Est @ 11.29% 518.16 2027 1,335.46 Est @ 8.27% 495.66 2028 1,417.72 Est @ 6.16% 464.88 2029 1,484.06 Est @ 4.68% 429.93 Present value of next 10 years cash flows $4,406.56 LSE:POG DCF 2nd Stage: Terminal Value Calculation Result Terminal Value = FCF2029 × (1 + g) ÷ (Discount Rate – g) = $1,484.06 × (1 + 1.23%) ÷ (13.19% – 1.23%) $12,558.35 Present Value of Terminal Value = Terminal Value ÷ (1 + r)10 = $12,558.35 ÷ (1 + 13.19%)10 $3,638.12 LSE:POG Total Equity Value Calculation Result Total Equity Value = Present value of next 10 years cash flows + Terminal Value = $4,406.56 + $3,638.12 $8,044.68 Equity Value per Share (USD) = Total value / Shares Outstanding = $8,044.68 / 3,310.21 $2.43 LSE:POG Discount to Share Price Calculation Result Exchange Rate USD/GBP (Reporting currency to currency of LSE:POG) 0.829 Value per Share (GBP) = Value per Share in USD x Exchange Rate (USD/GBP) = $2.43 x 0.829 £2.01 Value per share (GBP) From above. £2.01 Current discount Discount to share price of £0.10 = -1 x (£0.10 - £2.01) / £2.01 95%
12/8/2019
07:27
wigwammer: Casual suggested the gold price would fall back, and it has done the opposite and continued rising strongly. Casual suggested POG shares would be sticky around 8p, yet a few weeks later they were above 10p. It is fair to say that on the rather relevant subjects of where the gold price goes and where the POG share price moves, casual has not proven himself particularly prescient so far :)
07/8/2019
10:42
bambo1: As normal, gold up and all of my gold stocks are up except one as normal, POG (yes, this one) someone does not want POG share price to go up it seems, I wonder why? Very strange how this share moves.
05/6/2019
14:17
bambo1: Gold up pog share price drifting downwards.
28/4/2019
10:42
rochdae: officehead, An interesting theory, but it's very hard to manipulate the share price of a large listed company. If 1.45 of the stock is already on loan, how much more will they need to sell to keep the share price at 8p? And they will at some point have to buy back that position. It's a dangerous game, and I don't see how it will benefit POG. It's my understanding that POG have the option to redeem the 100 mil bond to avoid conversion. It's clear in the transcript of the webcast that POG aim to do just that. They seem reasonably confident of having the money come next year. POG are determined to improve their share price. They see it as way undervalued. A much improved share price brings more financial options with it, too. Debt at the moment X3 market cap doesn't look good and restricts your access to finance. Anyway, key short term news will be IRC's production update on Tuesday. This should show production up to near 90% with 20-30% increase in earnings. I see iron ore moving through $100 quite soon. Goldman predicting elevated prices for the next 5 years. By that time IRC will be producing nearly 7 million tonnes per year and the bridge to China will have reduced costs to $43 per tonne. So around $400 million gross income. Debt £240 million. News flow on autoclaves 3 and 4 should begin soon along with a 3rd party contract for refractory ore. This will lead to an upgrade to 2019 production. Contract confirmation should be in the next 2-3 weeks before commissioning as outlined by POG management. 12 months ago POG's share price was the same but since then there have been 3 major changes in fortune. POX success, the iron ore price and the rescheduling of debt. POG are predicting production of 500,000 to 550,000koz per year from 2020 with TCC at $775. With gold at $1285 that's around $288 million income after costs. POG's present market cap £270 million. I've followed POG (or Peter Hambro as it was) for 12 years. Decided to buy in Jan this year for the reasons outlined.
11/4/2017
17:23
popeye888: If Russia/Putin were the problem with POG share price then why is HGM charging ahead and is quickly getting back to share price of 2011. POG share price if it were to match HGM performance should now be around £0.53 per share. So Russia/Putin cannot be the reason. Unless someone thinks Gold is going out of the back door to keep Putin sweet.
Petropavlovsk share price data is direct from the London Stock Exchange
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