Kingsgate Consolidated (KCN) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
10 Feb, 2026Financial and capital highlights
Market capitalization of approximately A$1.5 billion and share price of A$5.63 as of December 2025.
Total cash, bullion, and doré of A$179 million, with borrowings reduced by 68% to A$15 million.
Share buy-back program acquired ~1.2 million shares at an average price of A$1.97.
Share price increased by ~344% in 2025, ranking as the second-best performing stock in the ASX All Ordinaries.
Inclusion in the S&P ASX300 index in September 2025.
Operational performance and production
Chatree Gold Mine recommenced full operations in late 2024, producing ~75koz gold and 625koz silver in FY25.
FY26 production guidance: 85–95koz gold, 93–103koz gold equivalent, with AISC (pre-royalties) of US$1,550–1,750/oz.
December 2025 quarter achieved a record AISC margin of US$1,871/oz.
Processing plants operating above expectations at ~5.6 Mtpa annualized rate.
Four consecutive quarters of over 20,000 ounces of gold produced by December 2025.
Resource growth and exploration
Group Mineral Resources as of June 2025: 3.6Moz gold and 86Moz silver; Ore Reserves: 1.5Moz gold and 51Moz silver.
Inaugural resource estimate for Chatree South-East Complex: 0.55Moz gold and 4.2Moz silver.
Robust exploration with over 30km RC and 5km diamond drilling completed in FY25.
9-year reserve life at Chatree, with 1,200km² of exploration potential nearby.
Updated Mineral Resources and Ore Reserves released in October 2025.
Latest events from Kingsgate Consolidated
- Net profit after tax surged 3,491% year-over-year on record revenue and strong metal prices.KCN
H1 202622 Mar 2026 - Record cash build, strong margins, and FY26 guidance reaffirmed amid robust operational performance.KCN
Q2 2026 TU22 Mar 2026 - Production and exploration growth, strong government support, and undervaluation drive outlook.KCN
2024 Precious Metals Summit Zurich + Energy Transition15 Jan 2026 - Production ramp-up, cost control, and major buy-back approval were key meeting themes.KCN
AGM 202412 Jan 2026 - Record production, cash growth, and strategic mine ramp-up drive positive outlook.KCN
AGM 202527 Nov 2025 - Record production, strong margins, and robust cash position highlight a standout quarter.KCN
Q1 2026 TU30 Oct 2025 - Strong operational ramp-up led to record revenue and profit, with robust FY2026 production guidance.KCN
H2 20255 Oct 2025 - Gold production ramp-up, cost focus, and new exploration drive value and shareholder returns.KCN
2025 Precious Metals Summit - Beaver Creek12 Sep 2025 - FY25 gold output surged, cash position strengthened, and exploration delivered high-grade results.KCN
Investor Presentation11 Sep 2025