Kuya Silver (KUYA) Mining Forum Americas 2026 summary
Event summary combining transcript, slides, and related documents.
Mining Forum Americas 2026 summary
30 Sep, 2026Strategic positioning and financial strength
Operations in Peru provide 90% of revenue from silver, positioning as a top silver-focused producer.
Fully permitted, producing mine in a mining-friendly jurisdiction with no debt and over CAD 30 million in cash.
No near-term need for financing; growth at Bethania is fully funded and mine is expected to become self-sustaining.
Current enterprise value is about $65 million USD, with significant upside as production ramps up.
Growth plans and operational expansion
Short-term focus is ramping up Bethania mine to 350 tons per day, aiming for over 1 million oz silver annually.
Camila mill expansion to 250 tons per day expected within months; own plant at Bethania planned for late next year.
100/100 Plan targets 100 million oz silver resource and CAD 100 million annual cash flow or EBITDA in the long term.
Expansion beyond 2027 depends on updated resource and could scale to 1,000 tons per day or more.
Exploration and resource development
Intensive exploration underway with 20,000 m drill program, split between underground and surface drilling.
Six new silver vein systems identified outside Bethania, all with resource potential.
Current geological endowment at Bethania estimated at 20 million oz before new mining, with potential for tens of millions more.
Drilling targets depth and strike extensions, as well as new zones like Hilltop and Carmelitas Main.
Latest events from Kuya Silver
- Bethania’s 350-tpd ramp-up and 20,000 m Peru drill program anchor multi-asset growth.KUYA
Global Markets Forum Conference - Bethania ramp-up and drilling target over 1 million oz annualized output and a larger silver district.KUYA
Noble Capital Markets Virtual Equity Investor Conference - Defense and tech demand, supply shortages, and government support are reshaping metals markets.KUYA
Fireside chat - Record H1 revenue and production achieved, but net loss widened amid expansion costs.KUYA
Q2 2026 - Aggressive silver growth strategy with production, exploration, and strong financials.KUYA
Investor presentation - Bethania output nearly doubled and revenue surged, narrowing losses and boosting growth prospects.KUYA
Q2 2025 - Bethania mine achieved record processing and sales, supporting a ramp-up to 100 tpd.KUYA
Q3 2025 - Revenue and cash position surged in Q1 2026 as Bethania mine ramp-up accelerated.KUYA
Q1 2026 - Record production, $27M cash, and ramp-up to 350 tpd drive a strong outlook.KUYA
Q4 2025