Professional
Added to YB: 2026-02-04
Pitch date: 2026-01-27
KCN.AX [neutral]
Kingsgate Consolidated Limited
-16.48%
current return
Author Info
No bio for this author
Company Info
Kingsgate Consolidated Limited engages in the exploration, development, and mining of mineral properties.
Market Cap
AUD 1.7B
Pitch Price
AUD 6.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.28
P/E
59.27
EV/Sales
5.45
Sector
Metals and Mining
Category
value
Focus Capital Management Portfolio Holding: Kingsgate Consolidated Limited
KCN.AX (trimming position): Australian gold miner w/ Chatree mine in Thailand. +371% in 2025 after years of underperformance. Producing 75K oz gold (targeting 85-95K), $200-250M annual cashflow at current prices. $1B market cap = 4-5x FCF multiple. TAFTA arbitration terminated, suggesting normalized operations. High leverage to gold/silver prices creates risk if commodities decline.
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