Added to YB: 2025-03-24
Pitch date: 2025-03-20
KGH.WA [bullish]
KGHM Polska Miedz S.A.
+78.47%
current return
Author Info
No bio for this author
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 137.00
Price Target
N/A
Dividend
1.08%
EV/EBITDA
6.72
P/E
-8.65
EV/Sales
0.97
Sector
Metals and Mining
Category
value
KGHM - Investment Case
KGH.WA: Polish copper/silver miner. #2 global silver producer, #7 copper. 70% rev from copper, 16% silver. Low-cost int'l ops, high-cost Polish ops due to tax. Tax cut in 2026 to boost margins. Cheapest in peer group (0.91x EV/Sales). Energy transition driving demand. Risks: commodity price volatility, currency fluctuations.
Read full article (10 min)