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Added to YB: 2025-01-17

Pitch date: 2025-01-16

KGHPF [bullish]

KGHM Polska Miedz S.A.

+114.75%

current return

Author Info

Company Info

KGHM Polska Miedz S.A. engages in the production and sale of copper, precious metals, and non-ferrous metals in Poland and internationally.

Market Cap

PLN 27.8B

Pitch Price

PLN 29.96

Price Target

82.50 (+28%)

Dividend

1.08%

EV/EBITDA

6.72

P/E

-8.65

EV/Sales

0.97

Sector

Metals and Mining

Category

value

Show full summary:
Kielbasa and Copper Mines: KGHM Polska Miedz $KGH.WA, $KGHPF

KGHPF: 8th largest copper producer, cheap at 0.77x P/S. Catalysts: Ukraine war end, Q4 2023 roll-off, commodity price increase. Conservative PT $60 by 2026 at $4.30 Cu, $82.50 at $6 Cu. 2-year double potential. Undervalued due to Poland uncertainty and asset impairment.

Read full article (5 min)