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This summary was created by AI, based on 6 opinions in the last 12 months.
Experts express a cautiously optimistic view on Kinross Gold (K-T), emphasizing its potential in a favorable political environment for resource development. With the gold market's positive trends, the company's robust operational performance over the past two years and a significant reduction in debt enhance its appeal. Despite a noteworthy increase in share value, experts highlight the stock's continued discount relative to peers, indicating potential re-rating upside. Nevertheless, some caution against geopolitical risks and recommend profit-taking due to the stock's substantial recent gains while suggesting it remains a decent large-cap gold investment with reliable earnings projections up to 2028.
Too expensive for him. An interesting contrarian play. Not on his Stock Watch list as it still doesn’t qualify in terms of the filters. If it came down a bit more, it potentially could. If you want to buy in on this stock, you have to understand what the potential is for the mine and how it might not work out the way they planned.
Trading .75 book. Questions if it has corrected enough. Thinks they have not cleaned house enough. He would rather sit on the sidelines. It is cheap but it could be cheap for a long time. Could be taken out but there is an important message with Barrack: The market is waiting for you to get back to basics.
Not crazy about it because it has assets in Russia and she would not be investing there because it is a very strange place – she was just there on vacation. There is political risk, increasing, right across the spectrum, especially in mining stocks. There is political pressure to earn more money one way or another with these assets. Prefers Franco Nevada – she trades it a lot. She also buys bullion because no political risk.
With new management in there the focus is more on profitable growth with the scaling back of projects so they are more profitable. Growth in production in some areas of the world. Completely unhedged.