TSE:K

Kinross Gold (K.TO)

32.99
-2.21 (6.28%)
as of Jun 10, 2026, 8:00:00 pm Market Open.
174 watching
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Investor Insights
star iconJun 10, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Kinross Gold (K-T) has seen a significant uptick in its stock performance, with a 139% increase year-to-date, supported by strong Q2 2025 earnings that exceeded expectations. There’s a cautious optimism among analysts regarding the geopolitical environment which is believed to be conducive for the resource sector. Despite facing high geopolitical risks, particularly from their past Russian ventures, the company has shifted focus to North and South America, which constitutes about 80% of its operations. The firm has demonstrated consistent operational performance and debt reduction, achieving a free cash flow yield of over 10%. Analysts view Kinross's established assets, particularly in Canada, alongside its competitive positioning in the gold market, as promising for future growth, although some express concerns regarding potential geopolitical risks limiting upside, and the stock's recent substantial movement may indicate it's a suitable time to realize profits.

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Consensus
Cautious
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Valuation
Undervalued
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Similar
Agnico-Eagle, AEM
DON'T BUY
Investors aren’t convinced that the price of gold is going to stay. There are also rising input costs. Stocks have gapped so much from the metal. Good production profile going out over the next couple of years. Made some big bets with acquisitions. Last quarter their costs went up significantly. Prefers G and ABX.
TOP PICK
A lot of investors did not like the Redback Mining acquisition. Stock has come down so far, you have almost knocked the acquisition price of the value of the stock. Gold mining stocks have shown the lowest valuation against gold bullion in 15 years.
COMMENT

On covered calls, do you look at the dividend as well or just do the covered calls? He doesn't pay attention to the dividends. In the scheme of things, if you write a covered call at the money, you'll be making 3% a month. Worrying about the dividend is infinitesimal to him.

HOLD
This is a story for 2013. Likes the name. You need to see more than 20 Million oz in Africa. It is a work in progress. It will take time to know what they really have.
BUY
They are acquisitive driven and a lot of their properties acquired are in debatable places such as Russia, Ecuador, etc. Relatively cheap and have good leveraged gold prices and will probably do as well as others.
BUY
He has a model price of $20.58, a 28% upside.
DON'T BUY
Has been a frustrating gold stock for a lot of investors. Did some major acquisitions and were criticized for the manner in which they did them. Interesting at this price, but wouldn’t be his 1st pick. If gold prices moved lower, this stock would also go down.
BUY
Value Growth Gold growth name. Gold has stayed high. Hold is 2 or 3 hundred dollars more than where these companies are being valued. Gold could come down and the stock could go up 30-40%. Stick with it. It should be bottoming. He was not as comfortable with going into equator and Russia. He prefers YRI
BUY
Cheapest of the senior golds. It started to move and on good gold days it is the best performer. The next catalyst is exploration drilling in Africa in September/October.
DON'T BUY
The one stock that seems to be going against the trend. Must not be doing something exciting. Still below its down trend line. The 200 day moving average is turning down.
DON'T BUY
Only 5% of one portfolio is gold through Goldcorp (G-T). Kinross is not looked upon favourably by the market currently. Paid too much for their last acquisition. Their struggling.
DON'T BUY
Has been the pig of the major senior gold stocks because of unpopular acquisitions it has made. If you get a pop in gold, you may get a pop in this one. Would rather own a Goldcorp (G-T) or a Newmont (NMC-T).
DON'T BUY
This is not only in a downward trend but it also just broke a key support level. Relative to the other gold stocks, this is not a good performer.
COMMENT
Made a large acquisition last year (Redback Mining), which had a very large mine in Africa. This mine continues to get bigger and bigger but Kinross hasn't been able to deliver a clear picture on how they are going to develop it. Have also had some operational hiccups and higher cash costs, so investors have been getting frustrated. African mine probably won't be resolved until the end of the year.
BUY
Kinross (K-T) or Barrick (ABX-T)? Kinross acquired Red Back mining and the market punished it. Management is confidant that the resource is very large so are bullish on the project. Barrick just acquired a copper complex. He would prefer Kinross.
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