K92 Mining Inc.

TSX:KNT Stock Report

Market Cap: CA$5.9b

K92 Mining Management

Management criteria checks 4/4

K92 Mining's CEO is John Lewins, appointed in Aug 2017, has a tenure of 8.75 years. total yearly compensation is $3.35M, comprised of 25% salary and 75% bonuses, including company stock and options. directly owns 2.04% of the company’s shares, worth CA$119.85M. The average tenure of the management team and the board of directors is 7.9 years and 8.3 years respectively.

Key information

John Lewins

Chief executive officer

US$3.4m

Total compensation

CEO salary percentage24.98%
CEO tenure8.8yrs
CEO ownership2.0%
Management average tenure7.9yrs
Board average tenure8.3yrs

Recent management updates

Recent updates

KNT: High Grade Output And Drilling Success Will Support Future Repricing

Analysts have nudged their average price target for K92 Mining higher to CA$38.50, citing updated estimates that reflect slightly adjusted fair value assumptions, a marginally lower discount rate, and small tweaks to revenue growth, profit margin, and forward P/E expectations. Analyst Commentary Recent Street research on K92 Mining points to a cluster of bullish analysts revisiting their assumptions and setting higher fair value markers, reflected in the new CA$38.50 price target.

KNT: High Grade Production And Drilling Progress Will Support Future Repricing

The analyst price target for K92 Mining has been raised from CA$39.00 to about CA$45.41, with analysts pointing to updated assumptions for revenue growth, profit margins and future P/E multiples as key drivers of the change. Analyst Commentary Recent Street research has centered on higher price targets for K92 Mining, with several bullish analysts revisiting their models and adjusting fair value estimates.

KNT: Higher Margins And Production Outlook Will Support Future Upside Potential

The analyst price target for K92 Mining has moved higher by about CA$1.50, with analysts pointing to updated assumptions that include a fair value of 35.58, a profit margin of 48.95%, and a future P/E of 10.89 as key supports for the change. Analyst Commentary Recent Street research on K92 Mining has centered on a series of price target changes in the C$25.50 to C$38.50 range.

KNT: Higher Production Visibility Will Support Future Cash Flow Sustainability

Analysts have raised the fair value estimate for K92 Mining to CA$29.00 from CA$16.84, reflecting higher Street price targets and updated assumptions for revenue growth, profit margins, and future P/E. Analyst Commentary Recent Street research on K92 Mining has focused on higher price targets, with several firms adjusting their views in quick succession.

KNT: High Grade Expansion Drilling Will Support Future Bullish Repricing

The analyst fair value estimate for K92 Mining has been increased from CA$34.00 to CA$39.00. This change reflects a series of higher Street price targets as analysts update their models with revised discount rates, revenue growth assumptions, profit margins and future P/E expectations.

KNT: Higher Production And Margin Improvements Will Support Future Upside Potential

Analysts have lifted their average price target for K92 Mining by about CA$1.17, citing updated assumptions for slightly higher revenue growth, stronger profit margins, a modestly lower discount rate and a lower future P/E. Analyst Commentary Recent research on K92 Mining has centered on revised price targets and updated assumptions for revenue, margins, discount rates and future P/E levels.

KNT: Future Production Delivery And Richer P E Multiple Will Support Upside

Analysts have lifted their fair value estimate for K92 Mining by about $4 per share, citing updated assumptions that include a slightly higher discount rate, a modestly higher revenue growth outlook, a small adjustment to profit margins, and a higher future P/E multiple in line with a series of recent price target increases across BMO Capital, Scotiabank, Canaccord, and RBC Capital. Analyst Commentary Recent Street research on K92 Mining has focused on higher price targets and updated assumptions, which feed directly into how analysts think about valuation, execution risk, and future growth potential.

K92 Mining Inc.'s (TSE:KNT) 28% Jump Shows Its Popularity With Investors

Jan 29
K92 Mining Inc.'s (TSE:KNT) 28% Jump Shows Its Popularity With Investors

KNT: Future Margin Strength And Production Delivery Will Support Measured Upside Potential

Analysts have lifted their price targets on K92 Mining, backing a higher fair value of $28.92 from $24.47. This is supported by updated assumptions for stronger revenue growth, wider profit margins and a lower future P/E multiple, as reflected in recent target increases from firms like RBC Capital and Canaccord.

KNT: Elevated Commodity Assumptions Will Pressure Future Cash Flow Support

Analysts have raised their price targets on K92 Mining, supporting an increase in the analyst fair value estimate from $14.15 to $16.84 as they factor in revised discount rates, updated revenue growth and profit margin assumptions, and recent target hikes from C$21 to C$30 across several firms. Analyst Commentary Across recent research, K92 Mining has seen a series of higher price targets, with objectives in the C$21 to C$30 range.

KNT: Stage 3 Expansion And Stronger Output Will Support Bullish Repricing

K92 Mining's fair value estimate has been raised from C$22.00 to C$34.00, as analysts point to a series of higher price targets from the Street and stronger expectations for revenue growth, profitability and long term earnings multiples to support the valuation re rating. Analyst Commentary Bullish analysts have highlighted a series of constructive developments for K92 Mining, underscored by multiple upward revisions to price targets in recent weeks.

KNT: Future Margin Resilience Will Support Bullish Momentum Amid Expansion Progress

Analysts have nudged their average price target on K92 Mining slightly higher to about C$24.47 from roughly C$24.34, citing stronger projected revenue growth despite a modestly higher discount rate and slightly lower long term margin assumptions. Analyst Commentary Recent Street updates on K92 Mining have been broadly constructive, with multiple firms lifting their price targets alongside reaffirmed positive ratings.

KNT: Future Margin Improvement Will Drive Bullish Momentum Amid Expansion Progress

K92 Mining's analyst price target has increased from C$23.63 to C$24.34. This change reflects stronger profit margin expectations and an improved sector outlook according to recent analyst updates.

KNT: Gold Price Outlook Will Drive Potential Upside as Expansion Launches

K92 Mining's analyst price target has increased from C$23.22 to C$23.63. This reflects improved profit margin and revenue growth expectations, as analysts cite stronger gold and silver price forecasts and healthy operating performance.

Rising Commodity Prices And New Discoveries Will Drive Future Expansions

K92 Mining's analyst price target has increased significantly from C$20.97 to C$23.22. Analysts cite strengthened commodity price outlooks and updated market conditions as primary drivers for the revision.

Stage Expansions And Upgrades Will Boost PNG Mining

Analysts have increased their price target for K92 Mining from C$19.74 to C$20.97. They cite updated gold and silver price forecasts and improved fundamentals for the company.

Stage Expansions And Upgrades Will Boost PNG Mining

K92 Mining’s analyst price target has been raised to CA$19.74, reflecting improved outlooks on cash flow generation, ongoing strong project execution, and enhanced confidence in management’s ability to deliver growth. Analyst Commentary Bullish analysts highlight the significant upside potential at K92 Mining, especially due to the high-quality Kainantu mine.

Stage Expansions And Upgrades Will Boost PNG Mining

Analysts have raised their price target for K92 Mining to CA$19.34, citing stronger production outlook, improved cash generation, and greater confidence in capital returns, reflecting upwardly revised fair value expectations. Analyst Commentary Bullish analysts highlight the magnitude of upside potential and improved quality outlook for the Kainantu mine.

K92 Mining (TSE:KNT) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Aug 19
K92 Mining (TSE:KNT) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Investors Shouldn't Overlook K92 Mining's (TSE:KNT) Impressive Returns On Capital

Aug 12
Investors Shouldn't Overlook K92 Mining's (TSE:KNT) Impressive Returns On Capital

K92 Mining Inc. (TSE:KNT) Shares Could Be 33% Below Their Intrinsic Value Estimate

Jul 29
K92 Mining Inc. (TSE:KNT) Shares Could Be 33% Below Their Intrinsic Value Estimate

Is K92 Mining (TSE:KNT) A Risky Investment?

Jul 17
Is K92 Mining (TSE:KNT) A Risky Investment?

With EPS Growth And More, K92 Mining (TSE:KNT) Makes An Interesting Case

Jun 30
With EPS Growth And More, K92 Mining (TSE:KNT) Makes An Interesting Case

K92 Mining Inc. (TSE:KNT) Soars 26% But It's A Story Of Risk Vs Reward

Jun 18
K92 Mining Inc. (TSE:KNT) Soars 26% But It's A Story Of Risk Vs Reward

Shareholders Are Optimistic That K92 Mining (TSE:KNT) Will Multiply In Value

Apr 18
Shareholders Are Optimistic That K92 Mining (TSE:KNT) Will Multiply In Value

K92 Mining Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Mar 20
K92 Mining Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
User avatar

Papua New Guinea Expansions Will Increase Gold Production By 2025

Infrastructure upgrades and technology investments are set to enhance mining efficiency and operational cost-effectiveness positively impacting net margins and revenue growth.

We Think K92 Mining (TSE:KNT) Can Stay On Top Of Its Debt

Mar 09
We Think K92 Mining (TSE:KNT) Can Stay On Top Of Its Debt

K92 Mining Inc. (TSE:KNT) Not Flying Under The Radar

Feb 23
K92 Mining Inc. (TSE:KNT) Not Flying Under The Radar

Is Now The Time To Put K92 Mining (TSE:KNT) On Your Watchlist?

Jan 17
Is Now The Time To Put K92 Mining (TSE:KNT) On Your Watchlist?

A Look Into K92 Mining's (TSE:KNT) Impressive Returns On Capital

Dec 17
A Look Into K92 Mining's (TSE:KNT) Impressive Returns On Capital

Earnings Beat: K92 Mining Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Nov 17
Earnings Beat: K92 Mining Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

CEO Compensation Analysis

How has John Lewins's remuneration changed compared to K92 Mining's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025US$3mUS$837k

US$270m

Sep 30 2025n/an/a

US$251m

Jun 30 2025n/an/a

US$211m

Mar 31 2025n/an/a

US$178m

Dec 31 2024US$3mUS$797k

US$111m

Sep 30 2024n/an/a

US$76m

Jun 30 2024n/an/a

US$29m

Mar 31 2024n/an/a

US$31m

Dec 31 2023US$4mUS$693k

US$33m

Sep 30 2023n/an/a

US$26m

Jun 30 2023n/an/a

US$30m

Mar 31 2023n/an/a

US$26m

Dec 31 2022US$3mUS$630k

US$36m

Sep 30 2022n/an/a

US$38m

Jun 30 2022n/an/a

US$40m

Mar 31 2022n/an/a

US$39m

Dec 31 2021US$2mUS$600k

US$27m

Sep 30 2021n/an/a

US$22m

Jun 30 2021n/an/a

US$27m

Mar 31 2021n/an/a

US$39m

Dec 31 2020US$2mUS$517k

US$42m

Sep 30 2020n/an/a

US$54m

Jun 30 2020n/an/a

US$44m

Mar 31 2020n/an/a

US$32m

Dec 31 2019US$1mUS$431k

US$33m

Compensation vs Market: John's total compensation ($USD3.35M) is about average for companies of similar size in the Canadian market ($USD3.16M).

Compensation vs Earnings: John's compensation has been consistent with company performance over the past year.


CEO

John Lewins (67 yo)

8.8yrs
Tenure
US$3,350,382
Compensation

Mr. John Derek Lewins, B.Sc. (Mineral Eng), Grad Dip Management, serves as Member of Advisory Board of Lannister Mining Corp. He was an Independent Director of Great Pacific Gold Corp. (formerly known as F...


Leadership Team

NamePositionTenureCompensationOwnership
John Lewins
CEO & Director8.8yrsUS$3.35m2.04%
CA$ 119.9m
David Medilek
President & COO3.3yrsUS$1.74m0.10%
CA$ 6.0m
Justin Blanchet
Chief Financial Officer10yrsUS$1.44m0.11%
CA$ 6.5m
Robert Smillie
Vice President - Exploration1.2yrsUS$617.01kno data
Andrew Kohler
Chief Geologist1.2yrsno datano data
Nancy Couvee
Corporate Secretary7.9yrsno datano data
Peter Du Plessis
Executive Director of External Affairs9.8yrsno datano data
7.9yrs
Average Tenure
44yo
Average Age

Experienced Management: KNT's management team is seasoned and experienced (7.9 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
John Lewins
CEO & Director10yrsUS$3.35m2.04%
CA$ 119.9m
Cyndi Laval
Non-Independent Director6.5yrsUS$178.82k0.072%
CA$ 4.2m
Anne Giardini
Independent Chairman of Board5.8yrsUS$246.90k0.28%
CA$ 16.6m
Mark Eaton
Independent Director10yrsUS$188.18k0.047%
CA$ 2.8m
Nan Lee
Independent Director4.1yrsUS$187.49k0.013%
CA$ 761.9k
Saurabh Handa
Independent Director10yrsUS$185.44k0.011%
CA$ 641.0k
8.3yrs
Average Tenure
63yo
Average Age

Experienced Board: KNT's board of directors are considered experienced (8.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/05 17:15
End of Day Share Price 2026/05/05 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

K92 Mining Inc. is covered by 22 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Nicolas DionATB Cormark
Bereket BerheBeacon Securities Limited
Andrew MikitchookBMO Capital Markets Equity Research