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Kore Potash plc (KP2) Fair Value & Analysis

Basic Materials · AU · Market cap A$330M

KP Kore Potash plc KP2 · AU
PriceA$0.0640
Fair ValueA$0.1020
Upside+59.4%
Quality43/100
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Mixed Growth
Thin margins · 0.0% net margin
negative free cash flow
Ranks above peers (6/8)
Narrow moat 16/100
Evidence: Low Range A$0.0765 – A$0.1275 Share as image

Fair value as of: Jun 25, 2026

From 1 valuation models · updated 46 days ago

Share price +4.9% over the past month.

Below-average quality, screening 59% undervalued on our models.

What matters now

  • The large discount to fair value meets weak quality (43/100). That raises the risk this is a value trap rather than a bargain.
  • The price is below even our cautious bear case (A$0.0765). The market is more pessimistic than our downside scenario.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
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Price vs Fair Value (5 years)

A$0.0820 A$0.0080 Fair Value A$0.1020 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jun 25, 2026.

How to read this chart

60‑month range A$0.0080 – A$0.0820 · fair‑value band A$0.0765 – A$0.1275 · the A$0.0640 price screens below the A$0.1020 fair value. Dashed = 300-day average. As of Jun 25, 2026.

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Analysis

Kore Potash plc (KP2) currently trades at A$0.0640, while our model-based Fair Value estimate is A$0.1020, implying the stock looks roughly 59.4% undervalued today. The Quality Score stands at 43/100 (below-average quality), in the Basic Materials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: low), always confirm before acting.

Revenue declined 82.2% year over year. It earns a return on equity of -0.5%. The balance sheet holds a net cash position of A$10.6M. Fundamentals as of Jun 25, 2026

Our scenario range runs from A$0.0765 (bear case) to A$0.1275 (bull case); at A$0.0640, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 23% below its 52-week high and 80% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -34% fair-value upside, at 59%, KP2 screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
NCAV (Graham) A$0.0200 A$0.0300 A$0.0400 50
All 1 models by family
Asset-Based
NCAV (Graham) A$0.0200 A$0.0300 A$0.0400 50

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Key figures & financial health

Revenue (TTM) −A$17.7K
Revenue growth (YoY) -82.2%
Return on equity -0.5%
Free cash flow −A$1.8M FY2025
Net cash A$10.6M FY2025

Figures from reported company fundamentals · as of Jun 25, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 43/100

Of which business quality 49 · Market factors (momentum, volatility) 50

Profitability 8
Margins and returns on capital today
Quality Growth 51
Are margins and returns improving?
Cashflow 83
Earnings quality: real cash, not paper profit
Fin. Strength 79
Balance sheet, leverage, solvency risk
Investment 62
Disciplined investing over empire-building
Low Volatility 26
Calm price path (market factor)
Momentum 54
Price trend over the last 3–12 months (market factor)
52W Momentum 68
Distance to the 52-week high (market factor)
Net Issuance 0
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Kore Potash plc, together with its subsidiaries, engages in the exploration and development of potash minerals in the Republic of Congo. It holds interest in the Sintoukola Potash project that includes the Kola sylvinite and carnallite deposits, as well as DX sylvinite and Dougou carnallite deposits located in Pointe Noire.

Full company description

Kore Potash plc, together with its subsidiaries, engages in the exploration and development of potash minerals in the Republic of Congo. It holds interest in the Sintoukola Potash project that includes the Kola sylvinite and carnallite deposits, as well as DX sylvinite and Dougou carnallite deposits located in Pointe Noire. Kore Potash plc was incorporated in 2017 and is headquartered in London, the United Kingdom.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Kore Potash plc reported revenue of A$0 in FY2025 versus A$14.7K in FY2021. Reported net income was −A$1.0M in FY2025.

Growth Quality 33/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2023)
A$148M
Latest YoY
+220,997.7%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−11.5%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+358.7%
Avg. growth/yr (19Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+44.9%
Revenue
FY21 A$14.7K
FY22 A$67.0K
FY23 A$148M
FY24 A$0
FY25 A$0
Net income
FY21 −A$1.9M
FY22 −A$1.5M
FY23 −A$1.1M
FY24 −A$1.1M
FY25 −A$1.0M

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Cite: Fair Value Calculator (2026). "Kore Potash plc Fair Value". https://www.fairvalue-calculator.com/stock/KP2

Peer Group

Other Industrial Metals & Mining · 475 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 49 · Above median
Fair Value upside +59% · Top 25%
Return on assets -0% · Above median
Net margin (TTM) 0% · Above median
Operating margin (TTM) 0% · Below median
Revenue growth -82% · Bottom 25%

Valuation Multiples vs Other Industrial Metals & Mining median · lower = cheaper

P/B 1.11× · Cheaper than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 100 · sector 0
FUTURE 0 · sector 23
PAST 0 · sector 0
HEALTH 0 · sector 96
DIVIDEND 0 · sector 21

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Other Industrial Metals & Mining stocks, each showing price versus our Fair Value estimate (as of Jun 25, 2026).

Stock Price Fair Value vs Fair Value
BHP Group BHPN 1,425 MXN 942.42 MXN -34%
Rio Tinto Group RIO A$164.89 A$81.76 -50%
Grupo México, S.A. GMEXICOB 199.23 MXN 187.72 MXN -6%
Vale S.A VALE $14.19 $9.14 -36%
Saudi Arabian Mining Company 1211 58.05 SAR 33.87 SAR -42%
CMOC Group 603993 ¥18.20 ¥16.15 -11%
Fortescue Ltd FMG A$18.47 A$18.62 +1%
China Tungsten And Hightech Materials Co 000657 ¥74.71 ¥9.55 -87%
Hindustan Zinc Limited HINDZINC ₹521.95 ₹576.80 +11%
China Northern Rare Earth (Group) High-Tech Co 600111 ¥39.56 ¥10.59 -73%

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Frequently asked questions

Is Kore Potash plc (KP2) overvalued or undervalued?
As of Jun 25, 2026, our model estimates a fair value of A$0.1020 versus a price of A$0.0640, about +59% (undervalued).
What is the fair value of KP2?
Our model-based fair value for Kore Potash plc is A$0.1020 (as of Jun 25, 2026), built from audited fundamentals. The current price is A$0.0640.
What is the quality score of KP2?
Kore Potash plc has a Quality Score of 43/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the net profit margin of KP2?
The net profit margin of Kore Potash plc is about 0.0%, meaning it keeps roughly 0.0% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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