Pantoro Gold (ASX:PNR) Valuation After Flood Disruption Cuts Guidance And Sparks Sharp Share Price Sell Off

Simply Wall St.03-14

Pantoro Gold (ASX:PNR) is back in focus after flooding linked to ex tropical cyclone Mitchell forced a significant cut to its gold production guidance, triggering a sharp share price sell off. See our...

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See our...</p>\n\n<a href=\"https://simplywall.st/stocks/au/materials/asx-pnr/pantoro-gold-shares/news/pantoro-gold-asxpnr-valuation-after-flood-disruption-cuts-gu\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pantoro Gold (ASX:PNR) Valuation After Flood Disruption Cuts Guidance And Sparks Sharp Share Price Sell Off</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPantoro Gold (ASX:PNR) Valuation After Flood Disruption Cuts Guidance And Sparks Sharp Share Price Sell Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-14 02:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/au/materials/asx-pnr/pantoro-gold-shares/news/pantoro-gold-asxpnr-valuation-after-flood-disruption-cuts-gu><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pantoro Gold (ASX:PNR) is back in focus after flooding linked to ex tropical cyclone Mitchell forced a significant cut to its gold production guidance, triggering a sharp share price sell off. See our...</p>\n\n<a href=\"https://simplywall.st/stocks/au/materials/asx-pnr/pantoro-gold-shares/news/pantoro-gold-asxpnr-valuation-after-flood-disruption-cuts-gu\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1620156130.USD","symbol_name":"BNP PARIBAS AQUA \"C\" (USD) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/au/materials/asx-pnr/pantoro-gold-shares/news/pantoro-gold-asxpnr-valuation-after-flood-disruption-cuts-gu","article_id":"2619145201","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/2053000-choice2-main-header/1585186554136"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/au/materials/asx-pnr/pantoro-gold-shares/news/pantoro-gold-asxpnr-valuation-after-flood-disruption-cuts-gu","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2619145201","pubTimestamp":1773426639,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Pantoro Gold (ASX:PNR) is back in focus after flooding linked to ex tropical cyclone Mitchell forced a significant cut to its gold production guidance, triggering a sharp share price sell off.\nSee our latest analysis for Pantoro Gold.\nThe flooding linked to ex tropical cyclone Mitchell and the reduced production guidance have coincided with a sharp reset in sentiment. The 1 day share price return is a 5.98% decline at A$3.46 and the 7 day share price return is a 32.68% decline, even though...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1620156130.USD":"BNP PARIBAS AQUA \"C\" (USD) ACC","LU1892829315.USD":"FIDELITY FUNDS SUSTAINABLE WATER & WASTE \"A\" (USD) ACC","BK4597":"股息贵族","LU2089279066.USD":"ALLIANZ GLOBAL WATER \"AT\" (USD) ACC","LU2506952337.HKD":"BNP PARIBAS CLIMATE IMPACT \"CRH\" (HKDHDG) ACC","LU1923621640.USD":"Natixis Thematics Water R/A USD","LU1721428347.USD":"BNP PARIBAS CLIMATE IMPACT \"C\" (USD) ACC","BK4161":"工业机械","LU2477742899.HKD":"BNP PARIBAS CLIMATE IMPACT \"C\" (HKD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2506952410.USD":"BNP PARIBAS CLIMATE IMPACT \"CRH\" (USDHDG) ACC A","BK4585":"ETF&股票定投概念","LU2229751404.USD":"ALLIANZ GLOBAL WATER \"AT3\" (USD) ACC","LU2413665964.HKD":"BNP PARIBAS AQUA \"C\" (HKD) ACC","LU1989763690.USD":"东方汇理世代食品基金A2 Acc","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2240825500.USD":"AZ EQUITY - WATER & RENEWABLE RESOURCES \"A-AZ\" (USD) ACC","PNR.AU":"PANTORO LTD","LU1620156213.USD":"BNP PARIBAS AQUA \"C\" (USD) INC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","BK7104":"黄金","LU1989763427.SGD":"CPR Invest - Food For Generations A2 Acc SGD-H","PNR":"滨特尔","LU1165135440.EUR":"BNP Paribas Aqua Classic Cap EUR","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2413666004.HKD":"BNP PARIBAS AQUA \"CRH\" (HKDHDG) INC","LU1721427968.SGD":"BNP PARIBAS AQUA \"CRH\" (SGDHDG) INC","LU1596574779.USD":"BNP PARIBAS AQUA \"C\" (USDHDG) ACC","BK4588":"碎股","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2125910179.SGD":"Natixis Thematics Water H-R/A SGD","LU1543694498.USD":"法巴水资源基金RH MD Dis","LU2125910336.SGD":"Natixis Thematics Water R/A SGD"},"translate_title":"洪水破坏后Pantoro Gold(ASX：PNR)估值下调指引并引发股价大幅抛售","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DCF":1,"PNR":1.5,"PNR.AU":1.5},"content_text":"Pantoro Gold (ASX:PNR) is back in focus after flooding linked to ex tropical cyclone Mitchell forced a significant cut to its gold production guidance, triggering a sharp share price sell off. See our latest analysis for Pantoro Gold. The flooding linked to ex tropical cyclone Mitchell and the reduced production guidance have coincided with a sharp reset in sentiment. The 1 day share price return is a 5.98% decline at A$3.46 and the 7 day share price return is a 32.68% decline, even though the 3 year total shareholder return is a very large gain and the 1 year total shareholder return is 27.21%. If events at Pantoro Gold have you reassessing the gold space, it could be worth scanning our screener of 28 elite gold producer stocks to see what else the market is watching. So with Pantoro Gold shares falling hard despite higher recent revenue and net income, is the current price implying lasting execution risk, or has the sell off opened a window before the market prices in future growth? AdvertisementMost Popular Narrative: 89.1% Overvalued According to a widely followed narrative, Pantoro Gold's fair value sits at A$1.83 per share versus the last close at A$3.46, a wide gap that frames the recent volatility in a very different light. Pantoro Ltd is a mid tier producer in Australia. They are producing around 100,000 oz (Norseman). The Norseman project has a 2 million oz underground (5+ gpt) and 2 million oz open pit (2 gpt) project. Both are currently in production. They have a good balance sheet with about $34 million in cash and only $42 million in debt. They will be able to pay off their debt quickly with a $1200 AISC and solid FCF. They have numerous drill targets at Halls Creek and they have high expectations. They are drilling under 7 open pits (Darcy, Mother, Bobby, Johnstone, Halls Creek, Anderson), and have found 3 new open pits (Rowdies, Wagtail North, Wagtail South). This is a company with a lot of potential. Right now it is a company with a lot of confidence with a good balance sheet. One red flag is their high share dilution of 6 billion shares, but if high dilution does not bother you, it has a good story. It is pricey, but could be a growth story. Note: Currently does not trade in North America. 7/25/2024: Gave guidance that they plan to build two more underground mines and reach 200K oz of annual production. This could be a growth story. 4/11/2025: 44M at 10 gpt AU at Norseman. DD Read the complete narrative. Curious how a company described as confident, cash generative and expansion focused still screens as heavily overvalued at A$1.83 per share in this narrative? The fair value hinges on specific assumptions about production scale, margins and the profit multiple that might surprise you. If you want to see exactly which growth and profitability inputs carry the most weight in that calculation, the full narrative breaks down the numbers in far more detail. Result: Fair Value of A$1.83 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this story still hinges on execution at Norseman and the impact of past share dilution, both of which could reshape how that A$1.83 fair value looks. Find out about the key risks to this Pantoro Gold narrative. Another View: DCF Points the Other Way That A$1.83 per share fair value from the user narrative is not the only story in town. Our DCF model, which focuses on Pantoro Gold's projected future cash flows, arrives at a fair value of A$10.46 per share versus the current A$3.46 price, so it screens as heavily undervalued instead of overvalued. With two methods pointing in opposite directions, which set of assumptions do you find more convincing? Look into how the SWS DCF model arrives at its fair value. PNR Discounted Cash Flow as at Mar 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Pantoro Gold 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 5 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. Next Steps With sentiment in this article pulling in opposite directions, it makes sense to look at the underlying data yourself and move quickly to shape your own view. A useful starting point is the 3 key rewards that investors are currently optimistic about. Looking for more investment ideas? If this Pantoro Gold update has sharpened your focus, do not stop here. Broaden your watchlist with ideas that match the kind of portfolio you want.  Target potential mispricing by scanning companies that look attractively valued on quality and fundamentals with our 5 high quality undervalued stocks. Strengthen your income stream by checking out businesses highlighted as 7 dividend fortresses built around returns to shareholders. Reduce concentration risk by spreading your attention across a screener containing 13 high quality undiscovered gems that the wider market might not be watching yet.   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: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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