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Дивидендная политика Полиметалла (2020 год) предполагает следующее: Минимальный размер финального дивиденда составит 50% от скорректированной чистой прибыли за II полугодие (при условии соблюдения соотношения чистого долга к скорректированной EBITDA за последние 12 месяцев ниже установленного порогового значения 2,5x). В дополнение к этому Совет директоров оставляет за собой право увеличить итоговый дивиденд до максимальной выплаты в размере 100% от свободного денежного потока (при условии, что он будет больше 50% от скорректированной чистой прибыли). При принятии этого решения Совет директоров, в числе прочих факторов, будет учитывать макроэкономические прогнозы, уровень долговой нагрузки и будущие капитальные вложения Компании. Формула промежуточного дивиденда останется неизмененной – 50% от скорректированной чистой прибыли за I полугодие (при условии соблюдения соотношения чистого долга к скорректированной EBITDA за последние 12 месяцев ниже установленного порогового значения 2,5x). Выплата дивидендов были приостановлены из-за инфраструктурных проблем.
Взято с сайта: dohod.ru

POLY (карточка)	Div on share	Share price	Dividend yield	Amount of shares	RUB to be paid	(RUB)net_income	% to be paid	Target Price	Potential
2017	26.56	548.50	4.8%	515 млн.	13 685 млн.	20 660 млн.	66.2%
2018	32.64	785.10	4.2%	515 млн.	16 818 млн.	28 000 млн.	60.1%
2019	50.84	1450.00	3.5%	515 млн.	26 196 млн.	37 890 млн.	69.1%
2020	96.10	1626.40	5.9%	515 млн.	49 516 млн.	78 330 млн.	63.2%
2021	33.20	321.80	10.3%	515 млн.	17 107 млн.	67 270 млн.	25.4%
(E) 2023	44.05	315.30	14.1%	515 млн.	22 841 млн.	40 200 млн.	56.8%	369.5	17.2%

Данные для R4 в csv
Данные для R7 в csv

Potential calculation

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Rate	Variable	Formula	Meaning
Current stock price	R1		315.30 р.
Amount of shares	R2		515.26 млн. шт
Average historical % to be paid	R3		56.8%
Predicted value:	R4		40 200.00 млн. р.
Intermediate calculations
Predicted sum to be paid	R5	R3 * R4	22 840.97 млн. р.
Predicted dividend on share	R6	max(R8, R5 / R2)	44.33 р.
Target historical dividend yield	R7		12.0%
Dividend per share already paid in forecast year	R8		44.05 р.
Result
Expected dividend yield at current price	R9	R6 / R1	+14.1%
Target share price	R10	R6 / R7 + (R6 - R8) / 2	369.55 р.
Growth potential	R11	min(2, R10 / R1 - 1)	+17.2%

Dividend yield dynamics

Site-based reference data закрытия-реестров.рф

2017	DIV
2017-09-06	8.03
2018-05-09	18.97

2018	DIV
2018-09-05	11.60
2019-05-08	20.17

2019	DIV
2019-09-04	13.24
2020-02-12	12.68

2020	DIV
2020-05-07	31.05
2020-09-02	30.19
2021-05-05	66.53

2021	DIV
2021-09-08	32.97
2022-05-04	34.48

Enhanced Investments, Inc.
329 South Oyster Bay Road #2085
Plainview, NY 11803
team@eninvs.com

Important disclosures

Performance results were prepared by Enhanced Investments, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
All statements made via social media sites sponsored or maintained by Enhanced Investments and its affiliates are for informational purposes only and do not constitute a comprehensive description of Enhanced Investments' investment advisory services.
Certain investments are not suitable for all investors. Before investing, consider your investment objectives and applicable fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Information provided by Enhanced Investments is for informational and general educational purposes only and is not investment or financial advice.

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.
Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] are hypothetical in nature and may not reflect actual future performance.
All the strategies assume investments in equity invstrumenta only and are more relevant for "agressive investment profile". Eastern European flagship strategy assumes using up to 20% leverage of total portfolio. GlobalCommodities and US Growth strategy currently assume no leverage.
Results for the Enhanced Investments strategies as compared to the performance of Illustrative Benchmarks is for informational purposes only. Our investment program does not mirror that of the Illustrative Benchmarks and the volatility may be materially different from the volatility of Illustrative Benchmarks. Reference or comparison to an Illustrative Benchmark does not imply that strategies of Enhanced Investments will be constructed in the same way as the Illustrative Benchmark or achieve returns, volatility, or other results similar to those of the Illustrative Benchmark. The S&P 500 is an unmanaged market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance.
Performance results were prepared by Enhanced Investments, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
All statements made via social media sites sponsored or maintained by Enhanced Investments and its affiliates are for informational purposes only and do not constitute a comprehensive description of Enhanced Investments' investment advisory services.
Certain investments are not suitable for all investors. Before investing, consider your investment objectives and applicable fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Information provided by Enhanced Investments is for informational and general educational purposes only and is not investment or financial advice.