Assessing CGN Mining (SEHK:1164) Valuation After Its 2025 Uranium Production Update

Simply Wall St.01-26

AdvertisementProduction update and why it matters for CGN Mining CGN Mining (SEHK:1164) has released unaudited natural uranium production figures, reporting 702.5 tU for the fourth quarter of 2025 and...

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This provides investors with fresh insight into recent operating performance.\nSee our latest analysis for CGN Mining.\nThe production update lands after a strong run in the shares. The latest HK$4.3 price comes alongside a 32.72% year to date share price return and a very large 5...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4606":"AI电力股","01164":"中广核矿业","UEC":"Uranium Energy Corp","BK1592":"有色金属","BK4156":"煤与消费用燃料","BK1524":"核电","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","BK1594":"碳中和概念股","BK1178":"煤与消费用燃料"},"translate_title":"评估中广核矿业(SEHK：1164)2025年铀产量更新后的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DCF":1,"01164":0.9,"UEC":1.5},"content_text":"AdvertisementProduction update and why it matters for CGN Mining CGN Mining (SEHK:1164) has released unaudited natural uranium production figures, reporting 702.5 tU for the fourth quarter of 2025 and 2,699.0 tU for the full year. This provides investors with fresh insight into recent operating performance. See our latest analysis for CGN Mining. The production update lands after a strong run in the shares. The latest HK$4.3 price comes alongside a 32.72% year to date share price return and a very large 5 year total shareholder return, suggesting momentum has been building as investors reassess earnings potential and risk. If CGN Mining’s move has you thinking about where else capital is flowing, this could be a good time to broaden your search with fast growing stocks with high insider ownership. With production data now on the table and the share price already up strongly, the key question is whether CGN Mining still trades at a discount or if the market is already pricing in future growth. Price-to-Earnings of 96.6x: Is it justified? On a simple snapshot, CGN Mining’s HK$4.3 share price lines up with a P/E of 96.6x, which is far higher than both peers and its estimated fair level. The P/E ratio compares the current share price with earnings per share and is often used for businesses where profits are an important focus. For CGN Mining, a 96.6x P/E suggests the market is placing a heavy value on each dollar of reported earnings, which can reflect expectations for strong profit growth or a view that current earnings do not capture the company’s full earning power. Against that, the current 96.6x P/E stands well above the Hong Kong Oil and Gas industry average of 10x and also above the peer group average of 9.5x. This points to a very rich valuation relative to sector norms. Compared with the estimated fair P/E of 14.7x, the gap is even wider. This indicates a level the market could potentially move toward if expectations cool or earnings catch up. Explore the SWS fair ratio for CGN Mining Result: Price-to-Earnings of 96.6x (OVERVALUED) However, you also have to weigh risks such as a P/E far above peers and the shares trading above the HK$3.25 analyst price target, which could limit further upside potential. Find out about the key risks to this CGN Mining narrative. Another view using our DCF model The P/E points to a rich price, and our DCF model goes even further. At a current price of HK$4.3, CGN Mining sits well above the SWS DCF fair value estimate of HK$0.48, which presents the shares as heavily overvalued on a cash flow basis. How comfortable are you paying that kind of premium? Look into how the SWS DCF model arrives at its fair value. 1164 Discounted Cash Flow as at Jan 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out CGN Mining for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 871 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own CGN Mining Narrative If you see the numbers differently or prefer to test your own assumptions, you can build a full CGN Mining story in just a few minutes with Do it your way. A great starting point for your CGN Mining research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? If CGN Mining has sharpened your focus, do not stop here. Widen your opportunity set now so you are not relying on a single story.  Target higher income potential by checking out these 13 dividend stocks with yields > 3% that may align better with your yield expectations. Position yourself for long term tech shifts by scanning these 23 AI penny stocks that connect directly to artificial intelligence trends. Stay ahead on digital assets by reviewing these 18 cryptocurrency and blockchain stocks that tie into cryptocurrency and blockchain themes.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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