Gemfields Group
Organization
A London- and Johannesburg-listed mining and luxury-goods company focused on colored gemstones, particularly emeralds and rubies, and the Fabergé jewelry brand.
What experts have said about Gemfields Group
3 statements · 3 positive
Gemfields trades at approximately a 41% discount to tangible book value.
“It's a 41% discount to its tangible book value.”
Open the episode · IC036 So Many Bonkers Bargains Right Now – How Do We Keep UpListen at 10:41
Gemfields’ free-cash-flow yield can reach approximately 59.5% in a good year.
“the free cash flow yield in a good year is about 59.5% of the current value.”
Open the episode · IC036 So Many Bonkers Bargains Right Now – How Do We Keep UpListen at 11:30
Gemfields’ gold exploration could create additional investor upside if economically proven.
“The signs are positive. Should they be able to prove that up, they're gonna get rid of it to a partner or get a partner to invest. So there could be more upside for investors in that one.”
Open the episode · IC021 Investor Insights: Fund Managers, National Grid, Undervalued Stocks & Investment IdeasListen at 32:45
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
2 episodes featuring Gemfields Group
Investor's Champion Podcast
Deep-value investors weigh bargains against value traps
The episode shows how investors can pursue overlooked small-cap opportunities without ignoring strategy changes, weak cash generation, volatility, or diversification.
Oct 5, 2024 · 22 min
Investor's Champion Podcast
Investors weigh dividends, valuations and overlooked UK stocks
The episode tests whether income demands, market narratives and business quality are creating genuine opportunities or masking material risks.
Jun 8, 2024 · 34 min