K92 Mining Inc T.KNT

KNTNF Valuation (ie price) by Nov 15 End of Day

[tuesdaynightrid]

K92 will report earnings tomorrow morning Nov 14 before the bell.

I noted that both MarketWatch and TipRanks have increased their
median eps estimate as +$0.17... up from $0.12 last month and
$0.08 two months ago.... kntnf before today's open now at $5.99.

Obviously, price is a function of earnings (eps) and the P/E ratio.
EPS is a fixed parameter which will be known tomorrow.
P/E ratio is a market dependent parameter... ie it doesn't matter
what I think the P/E ratio should be but what does that market think.
Right now that ratio is around 50.

Of course the p/e is based on trailing twelve month data which now is
$0.12 (+0.03 + 0.01 +0.08 +0.00)... but the 0.00 value will be replaced
tomorrow morning. So, even if the eps number tomorrow is $0.12 (not 0.17)
the ttm eps=$0.24.

So the price would be $9.60 but current p=$5.99... seems like either we're
going to see a huge spike in price after the conference call thru Friday
OR there is something we don't know about the earnings.
Why isn't the price moving if these analast eps estimates are correct?
Are the AISC costs higher than expected or other??

Should be an interesting conference call tomorrow.

[tuesdaynightrid]

Note: The $9.60 price was conservatively based on a P/E ratio at 40. .. not the current 50.

[cyber37]

Traditionally KNT was always trading on its’ future potential….more so then any other gold company on my watch list. Its Kainantu mine that has high grades, orebody continuity, low costs - AISC, and high profitability is that potential. Well it is time for this company to show shareholders the ‘meat’. No matter if it is $0.10 or $0.17 this coming Q I would like to see a tangible progress to that

[Chatzkal]

increasing strength of dollar is crushing metals... that's whats going on...

[ElJ]

tuesdaynightid,                           Your post is identifying a potential short-range opportunity, since upcoming trailing twelve months(ttm) Earnings per share, will clearly(based on already publically released Operating Results for Q3, 2024) register a large increase. When you ask: "Why isn't the price moving if these

[Chatzkal]

I also added, and that was at the begging of the week...

[cyber37]

Judging by the stock slide Q3 financial are not looking all that good; this is despite POG & other factors like US $. Will have to wait & see but insiders have spoken.  Hope I'm wrong.  G37

[Chatzkal]

you're probably not wrong... There are macro factors as well, but you're not wrong.. All good though.

[tuesdaynightrid]

EIJ, I can't argue with your two observations... they point to maybe k92's most efficient quarter meaning an AISC that should be lower than Lewins stated 1410-1540 range.... but kntnf closed at 5.92 which does not make sense. I have a hard time believing that k92 is not up at least 30% on earnings  after market has a day or two to digest. In addition to earnings, Lewins should