york Posted May 3, 2020 Share Posted May 3, 2020 Hello folk, Has anyone been following Kinross lately? What do you think of it? York Link to comment Share on other sites More sharing options...
LC Posted April 9, 2021 Share Posted April 9, 2021 Will echo york's question above - is anyone interested in gold or been following Kinross? Valuation looks OK and you get potential exposure to all the gold/storeofvalue drivers. Link to comment Share on other sites More sharing options...
JRM Posted April 10, 2021 Share Posted April 10, 2021 I guess you have to decide for yourself what is most important factor in a gold miner. I put a heavy weight on geopolitical risk. Some put a heavy weight on asset quality. Debt is always a factor, but doesn't seem too important to analysts at the moment. The investor presentation on Kinross's IR site has a slide that claims that Kinross has a 'weighted geopolitical score' higher than Kirkland Lake (indicating it is safer?). I'm not sure that passes the smell test for me. Aside from that they have some debt and some marginal geo-political risk. Link to comment Share on other sites More sharing options...
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