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HGHGMCF

Harmony Gold Mining Co. Ltd.

Strong FundamentalsStrong FundamentalsRevenue growing 98% YoY at strong marginsQuiet on X (0 mentions/wk)
$HGMCF·$13B·Gold·Basic Materials
$20.850.0%1Y+57.6%
Mentions · last 7 days
2026-08-26: 0 posts2026-08-27: 1 posts2026-08-28: 0 posts2026-08-29: 0 posts2026-08-30: 0 posts2026-08-31: 0 posts2026-09-01: 0 posts1
Price updated 2h ago·X counts updated 4h ago
HGHGMCF
$HGMCFHarmony Gold Mining Co. Ltd.
$20.850.00%1 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $HGMCF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-09-01

The move is getting stronger, with heavier trading behind it.

Harmony Gold with revenue up 98% and consensus modeling earnings rising 57% over two years.

Harmony Gold operates deep-level gold mines in South Africa alongside international assets, and the gold price has driven a substantial earnings expansion.

  • The most recent half shows revenue of R59.12B with year-over-year growth of +98.3%, following +53.8% and +60.2% in earlier periods — sustained near-doubling growth.
  • EPS has landed essentially in line in the recent prints ($1.29 vs $1.29, $0.859 vs $0.953, $0.565 vs $0.562) — delivery matches the model without upside surprise.
  • Consensus revenue rises from R96.10B in fiscal 2026 to R134.79B by 2028 with EPS from R42.9 to R67.5 — a model of sustained expansion built on current gold prices holding.
  • The stock is $20.85 and up +57.6% over twelve months at a $13.0B market cap on a 544M-share float.

The company reports semi-annually with next results in March 2027 — the drivers are deep-level mining cost inflation in South Africa, grade and volume, and gold price direction.

What to watch: South African deep-level mining cost inflation, production grades and volumes, and gold price direction against the expansion model.

On the calendar: 2027-03-03 half-year fiscal 2027 results

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What it does

Plain-English summary of the business — what they sell and how they make money.

South African gold and copper miner operating underground mines in South Africa and Papua New Guinea.

Industry overviewAI analysisGenerated by AI from underlying data

Where Gold sits in its cycle right now — and what that implies for $HGMCF.

Gold · Basic Materials

Gold ETF outflows reflect tactical profit-taking after a run to multi-year highs; the structural bid — central bank accumulation and dollar diversification — persists beneath the surface. Miners' operating leverage amplifies metal-price moves in both directions.

What this means for $HGMCF

Partial — upstream oil & gas exposure ties to commodity price cycle; Harmony Gold Mining Co.

Top industry ETF

$GDXVanEck Gold Miners ETF
-10.6%YTD
+46.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
7.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
33.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
44.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
46.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
46.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 27, 2026$1.29$1.290.0%
Q4 2025Mar 11, 2026$0.86$0.95-9.9%
Q2 2025Aug 28, 2025$0.56$0.56+0.5%
Q4 2024Mar 4, 2025$0.67——
Next earningsWed, Mar 3·consensus EPS $1.46

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$59.1B+98.3%49.0%47.0%$30.89$9.9B
Q2 FY26$48.6B+53.8%44.1%41.6%$15.56$5.7B
Q4 FY25$36.8B+60.2%40.1%28.2%$10.48$5.4B
Q2 FY25$37.1B+70.0%39.3%26.9%$12.57$5.4B

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$96.1B$92.6B – $100.8B$42.92$24.78 – $56.526
FY27$123.1B$107.0B – $133.3B$60.50$50.24 – $67.005
FY28$134.8B$117.2B – $145.9B$67.53$56.07 – $74.783
FY29$128.4B$111.6B – $139.0B$67.42$55.98 – $74.664
FY30$124.5B$108.2B – $134.7B$71.31$59.21 – $78.964

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.61%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+15.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+10.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 544.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.715-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

More in Gold

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Voices on X · last 7 days

No standout posts about $HGMCF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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