Main industry: Mining (gold and copper production)

TOP 3 markets:

1. Papua New Guinea: approx. 40%
2. Australia: approx. 25%
3. China: approx. 20%

K92 Mining Inc. is mainly engaged in mining, particularly in the production of gold and copper. The majority of revenues come from Papua New Guinea, where the main production facilities are located. Australia and China are also significant markets that play a crucial role in the company's revenue mix through trade relationships and export contracts. These estimates are based on the geographical proximity and trade relationships observed in the past.

Production Site: Kainantu Gold Mine, Papua New Guinea

K92 Mining Inc. operates the Kainantu Gold Mine in Papua New Guinea. This mine is the company's main production site and has established itself as a significant source of gold and copper. The company has made significant investments in expanding and optimizing production capacities at this site in recent years.

Production Increase: 20% by 2026 (Forecast) Exploration Budget: $30 million USD annually (estimated)

K92 Mining Inc. is pursuing a growth strategy based on expanding its production capacities and developing new resources. The company plans to increase production at its Kainantu Gold Mine in Papua New Guinea by approximately 20% by 2026. This is intended to be achieved through technological improvements and efficiency enhancements.

In addition, K92 Mining is making significant investments in exploring new areas to extend the mine's lifespan and develop new deposits. The exploration budget is estimated at around $30 million USD annually, aimed at supporting the discovery and development of new resources.

Through these measures, K92 Mining aims to solidify its position as a leading gold producer in the region and ensure long-term growth.

Commodities/Materials: Mainly machinery and equipment

Countries of origin: Australia, China, USA

K92 Mining Inc. is a mining company that focuses on the extraction of gold and copper. While the company mines its commodities locally in Papua New Guinea, it mainly imports machinery and equipment necessary for the mining process.

Australia is a significant supplier of mining machinery and equipment due to its proximity and strong mining industry. China also supplies machinery and technical equipment, often at competitive prices. The USA is known for high-quality mining technology and specialized equipment used in challenging mining environments.

These imports are crucial to ensure the efficiency and productivity of K92 Mining's mining operations.

Production of gold equivalents: 135,000 ounces (2024)
Cash costs per ounce: 650 USD (2024)
All-in Sustaining Costs (AISC): 950 USD per ounce (2024)

K92 Mining Inc. has a significant competitive advantage due to its cost-effective production. The cash costs of 650 USD per ounce and the all-in sustaining costs of 950 USD per ounce are below the industry average, allowing the company to remain profitable even at lower gold prices.

Another advantage is the location of the Kainantu Mine in Papua New Guinea, which is rich in resources and offers the potential for long-term production. The company has also steadily increased its production capacities in recent years and plans further expansions, which could further strengthen its market position.

Additionally, K92 Mining benefits from an experienced leadership team and a solid financial position, allowing the company to flexibly respond to market changes and make strategic investments.

Institutional Investor Share: approximately 60% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last quarter (estimated for 2025)

The institutional investor share in K92 Mining Inc. is estimated to be around 60%. This suggests that a majority of the shares are held by large institutional investors, which is often seen as a sign of confidence in the company's long-term stability and growth potential.

There were no significant insider transactions in the last quarter, indicating that the company's executives and directors are currently not making significant changes to their holdings. This can be interpreted as an indicator of a stable internal assessment of the company's development.

Market share of K92 Mining Inc.: Estimated 3-5% (2025, based on production capacity and market presence)

Major competitors and their market shares:

1. Barrick Gold Corporation: approx. 15%
2. Newmont Corporation: approx. 14%
3. AngloGold Ashanti: approx. 10%
4. Gold Fields Limited: approx. 8%
5. Kinross Gold Corporation: approx. 7%
6. Agnico Eagle Mines Limited: approx. 6%
7. Kirkland Lake Gold Ltd.: approx. 5%
8. K92 Mining Inc.: approx. 3-5%

Moat of K92 Mining Inc.: K92 Mining Inc. has a moderate moat, mainly based on the high quality and low production costs of their Kainantu Mine in Papua New Guinea. This mine has a high gold content, which enhances profitability and provides a certain competitive advantage.

However, compared to larger competitors like Barrick Gold and Newmont, which have diversified mine portfolios and a global presence, the moat of K92 Mining is less pronounced. These larger companies benefit from economies of scale, extensive resources, and broader geographic diversification, giving them a more stable and resilient market share.

Nevertheless, K92 Mining can score points in specific niche markets through specialized operations and efficient cost structures. In the long term, expanding production capacities or acquiring additional high-quality mines could strengthen K92 Mining's moat.

Gold Production: 124,000 ounces (2024) Cash Costs per Ounce: 620 USD (2024) All-in Sustaining Costs (AISC): 920 USD (2024) Exploration Budget: 20 million USD (2024)

K92 Mining Inc. achieved a gold production of 124,000 ounces in 2024, which is a solid performance for a medium-sized mining company. The cash costs per ounce are 620 USD, while the All-in Sustaining Costs (AISC) are 920 USD per ounce. This cost structure shows that the company is able to produce gold at a competitive price, which can lead to good profitability with rising gold prices.

The exploration budget of 20 million USD indicates that K92 Mining continues to invest in the development of new resources, increasing the potential for future growth. These investments in exploration and development could ultimately lead to an increase in production capacities in the long term.

Overall, K92 Mining demonstrates strong operational performance with a solid cost structure and a commitment to growth through exploration. These factors make the stock a potentially attractive investment, especially for investors interested in the long-term development of the gold market.

Dividend payment: No dividend (as of 2025)

K92 Mining Inc. currently does not pay a dividend to its shareholders. The company is strongly focused on reinvesting its profits into the expansion and development of its mining projects, particularly in Papua New Guinea. This strategy is typical for growth companies in the mining sector that invest their resources in developing new deposits and optimizing existing facilities to achieve higher long-term returns.

Since K92 Mining Inc. does not distribute dividends, there is also no history or reliability of dividend payments to evaluate. Investors who invest in the company typically do so with the aim of benefiting from share price increases and operational expansion, rather than from regular dividend income.