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
0
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.

consensus icon
Consensus
Cautious
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Valuation
Undervalued
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Similar
Agnico-Eagle, AEM
BUY ON WEAKNESS
Not well liked for the last year where they were buying Redback. In the last quarterly report last week they showed 3 million extra oz at the mine. He would hang in and buy on weakness. The cheapest senior gold you can buy now. They have scheduled an analyst trip to the mine in Africa and they wouldn’t do that if there weren’t good news.
BUY
Has been quite flat over the last decade and he is frustrated with it. Quite cheap and has recently added to his holdings. Concerned about some of the rising costs.
DON'T BUY
Has been lagging the other golds, which makes you pause. Still have a lot of unresolved issues. The Mauritanian mine has some issues. Getting squeezed with higher costs. There is also the question of integrating their Red Back acquisition. Prefers Barrick (ABX-T) and Goldcorp (G-T).
DON'T BUY
Isn’t that familiar with the company. This is the time of the year that gold retraces its footsteps. He has zero gold companies on his watch list. Sees very few bargains in the commodities right now.
BUY
Started to look cheap so was buying on the downtrend. Recent results have not been great resulting in significant selling bringing it down to new lows. Pretty close to NAV and have better production coming one so is probably a Buy now. Potential Takeover target..
WATCH
Likes gold as a hedge against the current geopolitical issues. This one has under performed because it has been perceived to be doing expensive acquisitions and executing in political risky places. Thinks their acquisition of Red Back Mining will probably turn this around so they can catch up to the rest of the producers over the next couple of years.
COMMENT
Eldorado (ELD-T) or Kinross (K-T)? All of the seniors have a pretty good leverage to the price of gold and are trading at a huge discount to $1,300. You want ones like these that are going to have the biggest pick up in production.
HOLD
Golds have been having a pullback. His model price is @22.95, a 37% positive differential.
DON'T BUY
Just missed their numbers, which is not good. Should be delivering earnings at these gold prices. Wants companies to make their numbers before owning them. Have a nice strong base at around $15.50, which is not bad. You could make money on this if it reaches old highs. He’s been writing options on this.
SELL
Biggest news was their purchase of Redback Mining giving them a huge resource in Africa. That will be the driver for their growth going forward. Will have to deliver on production volume growth, which will put some of risk on it for the next little while. His preference would be Goldcorp (G-T) (by a Mile) and 2nd choice would be Agnico-Eagle (AEM-T).
BUY
Has been an especially big laggard because of its takeover of Red Back Mining. You should be buying because gold is going to go higher.
TOP PICK
Making a large African acquisition and there should be an update in the next couple of weeks. Ultimately will be a really good purchase and will evolve make them into one of the premier major cap gold companies.
COMMENT
Right now is a great time to Buy gold stocks, no matter what company. Gold stocks had a massive pull back in the last week vis-à-vis the price of gold. This stock has been a dog in this market. He writes options on this one.
HOLD
Has lagged the price of gold compared to some of its peers. Has grown production and has made some acquisitions. Good long term Hold for its gold exposure.
DON'T BUY
Stock stalled when they acquired Redback Mining. People are wondering when they can bring that into production and what will be the CapX. Jury is out on this acquisition.
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