The following analysts write research on Gemfields Group Limited and on the coloured gemstone market:
Ben Davis
ben.davis@panmureliberum.com
Tel: +44 20 3100 2083
www.panmureliberum.com
(ended coverage effective July 2024 with merger with Liberum, creating Panmure Liberum)
Kieron Hodgson
kieron.hodgson@panmureliberum.com
Tel: +44 20 7886 2773
www.panmureliberum.com
(ended coverage effective November 2023)
Martin Potts
mpotts@finncap.com
Tel: +44 20 7220 4683
www.cavendish.com
(ended coverage effective January 2022)
Alison Turner
aturner@edisongroup.com
Tel: +44 20 3077 5700
www.edisongroup.com
Effective Date | Target Price – GBP pence | |
Liberum | 18 September 2023 |
26.0 |
Panmure Gordon | 20 September 2022 |
35.0 |
Average |
30.5 |
Broker | Analyst | Date | Report | Access Research |
---|---|---|---|---|
Panmure Liberum | Ben Davis | 26 July 2024 | Montepuez second wash plant on-budget, on-track for H1’25 | Please contact Panmure Liberum or ResearchTree |
Liberum | Ben Davis | 19 June 2024 | New record in realised ruby prices | Please contact Liberum or ResearchTree |
Liberum | Ben Davis | 11 June 2024 | Ex-De Beers CEO Bruce Cleaver to become Chair on 1 July | Please contact Liberum or ResearchTree |
Liberum | Ben Davis | 6 June 2024 | Maiden Inferred gold resource unveiled for Nairoto’s TL5 prospect | Please contact Liberum or ResearchTree |
Liberum | Ben Davis | 31 May 2024 | High quality emeralds return | Please contact Liberum or ResearchTree |
Panmure Gordon | Kieron Hodgson | 25 March 2024 | FY2023 Reuslts: first reactions – headwinds, but still a solid outcome | Please contact Liberum or ResearchTree |
Liberum | Ben Davis | 25 March 2024 | Dividend inline, CQ emerald auction dips | Please contact Liberum or ResearchTree |
Liberum | Ben Davis | 23 February 2024 | Green allure of Kagem | Please contact Liberum or ResearchTree |
Liberum | Ben Davis | 29 January 2024 | High quality auctions back on track | Please contact Liberum or ResearchTree |
Liberum | Ben Davis | 6 December 2023 | Ruby demand & pricing ruddy; cumulative auction sales pass USD2 billion milestone | Please contact Liberum or ResearchTree |
Liberum | Ben Davis | 18 September 2023 | Commercial quality emerald beat | Please contact Liberum or ResearchTree |
Liberum | Ben Davis | 14 September 2023 | Poor run at Kagem | Please contact Liberum or ResearchTree |
Liberum | Ben Davis | 7 August 2023 | Binding contract for 2nd MRM plant | Please contact Liberum or ResearchTree |
Liberum | Ben Davis | 21 June 2023 | Rubies beat the market too | Please contact Liberum or ResearchTree |
Liberum | Ben Davis | 2 June 2023 | Records breaking again | Please contact Liberum or ResearchTree |
Liberum | Ben Davis | 24 March 2023 | EBITDA and dividend beat | Please contact Liberum or ResearchTree |
Liberum | Ben Davis | 1 February 2023 | Faberge best results yet | Please contact Liberum or ResearchTree |
finnCap | Martin Potts | 16 January 2023 | Rubies and emeralds from Africa | Visit |
Liberum | Ben Davis | 9 December 2022 | Auction revenues cool from peak | Please contact Liberum or ResearchTree |
Liberum | Ben Davis | 17 November 2022 | New record on single emerald item | Please contact Liberum or ResearchTree |
Liberum | Ben Davis | 28 October 2022 | Operations restart at Montepuez | Please contact Liberum or ResearchTree |
Liberum | Ben Davis | 29 September 2022 | Special dividend and a buyback | Please contact Liberum or ResearchTree |
Liberum | Ben Davis | 20 September 2022 | Excellent commercial emerald auctions | Please contact Liberum or ResearchTree |
finnCap | Charlie Long | 4 April 2022 | Exceptional emerald auction result | Visit |
Liberum | Ben Davis | 4 April 2022 | Another record auction result | Please contact Liberum or ResearchTree |
finnCap | Charlie Long | 25 March 2022 | Excellent results and maiden dividend | Visit |
Liberum | Ben Davis | 25 March 2022 | Maiden dividend declared | Please contact Liberum or ResearchTree |
finnCap | Charlie Long | 1 January 2022 | Maiden dividend expected in 1Q22 | Visit |
Edison | Alison Turner | 16 December 2021 | Coloured gemstones’ time to sparkle and shine | Visit |
Liberum | Ben Davis | 10 December 2021 | Year-end cash boon on record revenues | Please contact Liberum or ResearchTree |
finnCap | Charlie Long | 7 December 2021 | Record high quality emerald revenues | Visit |
Edison Investment Research | Alison Turner | 30 September 2021 | A new strategic shareholder | Visit |
finnCap | Charlie Long | 27th September 2021 | Strong Interims and upgrade | Visit |
Liberum | Ben Davis | 23rd September 2021 | Return to profit, we expect strong maiden dividend in 2022 | Please contact Liberum or ResearchTree |
finnCap | Charlie Long | 17th August 2021 | Three records broken | Visit |
Liberum | Ben Davis | 12th August 2021 | Record commercial emerald auction | Please contact Liberum or ResearchTree |
finnCap | Charlie Long | 3rd August 2021 | Strong long-term cashflows | Visit |
Liberum | Ben Davis | 13th May 2021 | Recovery just getting started | Please contact Liberum or ResearchTree |
Edison Investment Research | Alison Turner | 29th April 2021 | Maxi-mini auction results | Visit |
Edison Investment Research | Alison Turner | 16th December 2020 | Marching towards March 2021 auctions | Visit |
Edison Investment Research | Alison Turner | 3rd August 2020 | Cash preservation ahead of December auctions | Visit |
Edison Investment Research | Alison Turner | 28th April 2020 | Still good value under varied COVID-19 scenarios | Visit |
Edison Investment Research | Alison Turner | 17th February 2020 | A Valentine’s Day gift for the AIM market | Visit |
finnCap | Martin Potts | 17th February 2020 | Rubies and Emeralds in Africa | Visit |
Edison Investment Research | Alison Turner | 8th April 2019 | Dazzling | Visit |
Edison Investment Research | Alison Turner | 11th July 2019 | Jupiter sale funds buyback and special dividend | Visit |
Edison Investment Research | Alison Turner | 26th September 2019 | Coloured gemstones outperforming diamonds | Visit |