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KNKNTNF

K92 Mining Inc.

$KNTNF·$5.0B·Gold·Basic Materials
$20.45+1.1%1Y+86.5%
Mentions · last 7 days
2026-08-07: 0 posts2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 4 posts2026-08-11: 1 posts2026-08-12: 1 posts2026-08-13: 1 posts7+20%
Price updated 56m ago·X counts updated 23h ago
KNKNTNF
$KNTNFK92 Mining Inc.
$20.45+1.10%7 posts+20%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $KNTNF, 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.

Driven by hypeAcceleratingAI verdict · as of 2026-08-13

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

K92 Mining is running on Papua New Guinea gold production ramp — Q2 revenue +43% YoY, Stage 3 expansion, +96% t12m

K92 Mining operates the Kainantu Gold Mine in Papua New Guinea — Q2 confirmed the production ramp plus record net cash position.

  • Q2 EPS $0.34 vs $0.374 estimate — 9.1% miss but revenue $205M (+43% YoY) beat by $9M.
  • Q1 EPS $0.48 vs $0.41 (17.2% beat) — beat cadence strong; Q2 was a marginal miss on cost.
  • Stage 3 expansion ramp-up progressing with multiple operational records — production growth arc intact.
  • Trailing operating margin 68%, ROE 43%, ROIC 33% — genuinely elite single-mine gold economics.
  • Trades at 15.9x trailing P/E, 9.6x EV/EBITDA — reasonable for a growth-mode gold operator.
  • Stock +96% over 12 months, sitting 74% into 52-week range — extended chart but backed by cash flow.

Upside is Stage 3 ramp continuing plus gold-price strength; downside is PNG country-risk event or operational disruption at Kainantu.

What to watch: Q3 print (Nov 16) — Kainantu Stage 3 throughput, all-in sustaining cost, and any updated FY guide.

On the calendar: 2026-11-16

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What it does

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

Gold-copper miner operating the high-grade Kainantu mine in Papua New Guinea with an active underground expansion program.

Industry overviewAI analysisGenerated by AI from underlying data

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

Gold · Basic Materials

No material change from last week — central bank accumulation and US fiscal risk sustain the structural gold floor above $3,100/oz even as GDX lags spot by 10% YTD, flagging miner operating-cost inflation as the gap driver.

Top industry ETF

$GDXVanEck Gold Miners ETF
-10.6%YTD
+52.0%1Y

Fundamentals & catalyst

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

Key ratios

P/E
15.9How 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
32.9%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
67.6%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
2.1%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
7.4Same 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
43.0%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
72.2%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 10, 2026$0.34$0.37-9.1%
Q1 2026May 11, 2026$0.48$0.41+17.2%
Q4 2025Mar 2, 2026$0.36$0.33+9.3%
Q3 2025Nov 10, 2025$0.34$0.28+21.7%
Next earningsMon, Nov 16·consensus EPS $0.40

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$233.0M+61.1%73.5%71.1%$0.47$59.3M
Q4 FY25$179.5M+49.2%70.5%68.0%$0.31$50.7M
Q3 FY25$175.6M+43.0%72.7%69.7%$0.35$2.1M
Q2 FY25$96.3M+101.6%66.4%55.7%$0.17$-5.2M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$946.2M$888.2M – $1.0B$1.69$1.37 – $1.972
FY27$1.3B$1.1B – $1.6B$2.44$1.99 – $2.854
FY28$1.7B$1.4B – $1.9B$3.19$2.60 – $3.721
FY29$1.3B$1.1B – $1.5B$2.94$2.40 – $3.442
FY30$1.2B$997.6M – $1.3B$2.33$1.90 – $2.722

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.0.6×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.68%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.+22.0%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.+15.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 238.3M 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.β1.305-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.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

K92 Mining Q2 Earnings Call Highlightsmarketbeat.com·4d agoK92 Mining Announces Strong Q2 2026 Financial Results – Record Net Cash Position and Significant Stage 3 Expansion Ramp-Up Progress, with Multiple Operational Recordsglobenewswire.com·5d agoK92 Mining Announces 2026 Second Quarter Financial Results Conference Call Detailsglobenewswire.com·32d agoK92 Mining Announces Strong Q2 Production Results - 46,093 oz AuEq Produced, with Strong Mine Ramp-Up Progress - Record Quarterly Lateral Development, and Ore Tonnes Mined and Processedglobenewswire.com·38d agoK92 Mining: The Market Is Still Valuing A Mine, Not A Districtseekingalpha.com·55d ago

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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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