Share Name Share Symbol Market Type Share ISIN Share Description
Kenmare Resources Plc LSE:KMR London Ordinary Share IE00BDC5DG00 ORD EUR0.001
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  4.00 1.72% 237.00 231.00 235.00 235.00 231.00 235.00 18,869 16:35:17
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 205.6 44.0 36.1 6.7 260

Kenmare Resources Share Discussion Threads

Showing 24251 to 24271 of 24800 messages
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DateSubjectAuthorDiscuss
04/7/2018
12:33
Hi Donkey, I don’t post there often but I do retain a shareholding and keep an interest as they have a resource which clearly is potentially needed. As you know, the issue is whether an asset rich, cash poor company can establish the link to market without recourse to extra funding / dilution or whether others will pick up the bones and benefit accordingly. I took up the equivalent of my options plus a considerable amount more but did so only in the open market as a) it was cheaper that the OO price and b) allowed me to purchase exactly what I wanted without waiting a couple of weeks to find out. I have to admire the enthusiasm of others as they preferred to pay more in the OO (ticking me off in the process for buying in the open market!). It was similar to KMR’s OO where it was equally beneficial to buy in the market rather than take up rights. The fact the share price fell from the pre-announcement level to below the OO (and not some ratio of the dilution / pre OO share price to OO SP) does not give confidence short term or in the success of the OO but let’s see. There is a link to the gov looking to appoint an Engineer to oversee a new tender process so I have seen enough to increase my holding for the long term.
caposoka
04/7/2018
11:26
Well I promise to buy a version providing you sign it for me. What I would say is, it is entirely possible and allowable for someone to post on the BB and say negative things. I know coz I do it often on Tlou - my reasoning there however is because certain posters were creating falsehoods about the company’s prospects perhaps even to the point of enticing the more naive punters to invest. Claims about being first in the country to do X Y or Z were, on occasions, factually wrong and more to the point the company knew that yet still posted it anyway. The cheerleaders further promoted these myths. The company claimed they were fully funded for next 18 months, yet since then are now going through a 3rd fund raise. The cheerleaders further emphasised the company spin. The company claimed to firstly be the most advanced CBM player in Bots; then claimed the most advanced CBM company in Southern Africa. Update last week said One of the most advanced CBM companies in Bots. The cheerleaders took this even further to say they initially were 2-3 years ahead; then expanded it to 3-5 years ahead. Guess what - they aren’t. And there is only 3 CBM players currently active in Bots. The cheerleaders talked about Sky is the limit; Big news about to drop; rerate due once the news drops; don’t be left trying to buy after the news; great BODs; great partners; supportive Govt; great relations with Govt; ..... Govt cancelled the tender process and caught both players by surprise - so much for great relations and being supportive. Yet the cheerleaders try to convince the remaining gullible idiots that it’s all part of the plan and that the delay is a good thing coz it means the Govt is really committed to CBM. The irony and contradiction of their argument is totally lost on the - ie it is like talking to a brick wall with them. The best part however is - the current deeply discounted rights issue has pushed the price back to rock bottom levels of a 4-6p price range. This was where it was when they all climbed on board. So they spent 3 years peddling their pooh and have gone nowhere. Live and learn perhaps. Except with these muppets, they simply move to the next one and go again.
donkey40
03/7/2018
19:48
I've decided to write an autobiography of my investment career. The working title is "Mine Camp".
murraybasin
02/7/2018
16:17
Skid1 - you are coming across as pretty petty. You are not impressing anyone that really follows this company mon cher.
donkey40
29/6/2018
21:46
That's great. I hope they all have a wonderful time.
murraybasin
29/6/2018
15:42
When are the head office holidays?
murraybasin
28/6/2018
15:06
Yes we should - these people have no conscience.
donkey40
27/6/2018
21:56
Cart, horse, and so on. Been there, done that. Should we do it again?
murraybasin
27/6/2018
18:06
I read BF is posting furiously over on LSE about Sheffield Offtake for 150/-. I reckon they needed the Offtake to be bankable thus allowing them to raise the debt in order to deliver the mine.
donkey40
27/6/2018
14:49
ERAMET have said $1.75 is final. There have been a number of largish purchases made over the last while; I wonder can they do a deal to achieve their 50+ % from among IIs + their own holding.
murraybasin
27/6/2018
14:26
My impression of the report by TZMI for MDL is not much time spent to produce, contains lot of legacy pricing which to me is redundant, is poorly structured and I found difficult to stay in tune with its flow. Appreciate they don’t really want to show a competitor mine analysis, yet the lack of any mine comparisons was a glaring omission for a balanced report. And anyways, great defence by MDL this far but by means sure they will achieve the higher price they are pushing hard for.
donkey40
27/6/2018
07:46
Interesting; ERAMET and MDL struggle continues on, while the ex-CEO of ERAMET-MDL love-child TiZir, joins Kenmare's board. ERAMET (ERA) is a EUR 3B company. If they get MDL, they presumably get TiZir. MDL commissioned a TZMI market report in relation to the takeover, which having been paid for, they have published it on their web site. hxxps://www.mineraldeposits.com.au/wp-content/uploads/2018/05/Market-study-P1766-Mineral-Deposits-Ltd-FINAL.pdf Interesting reading and a very good primer for new investors in the mineral sands arena. Pointing towards increased demand against a backdrop of reduced supply, changes in market profile (merchant ilmenite/slagging), higher prices and consequently increased focus on M&A.
murraybasin
26/6/2018
08:12
Doubt it, but we should see something to follow shortly, before the half closes.
murraybasin
26/6/2018
07:15
Statement of intent if yday 500/- was his initial purchase.
donkey40
26/6/2018
06:58
Having TiZir's ex CEO put on board might get some attention.
murraybasin
25/6/2018
21:41
500/- traded at 225p today. Interesting this went through early on a down day for the market with miners weak. I suspect there are a few more chunky shares to switch in the next couple weeks ahead of H1 production numbers. It’s probably all good ahead but the market very well may be against us for a bit. Trade war rhetoric surely set to escalate .... before they throttle back again.
donkey40
20/6/2018
18:51
When I am free, I'm going to have a fun day.
murraybasin
19/6/2018
11:21
Here is what I think: Windbag - you are a Richard head; This board is to discuss Kenmare, which from now on is all I will do here; I will post my comments on Tlou on that board - you know where to find me over there.
donkey40
19/6/2018
07:59
As for government/BPC and PPA; - you didn’t realise BPC was state owned ffs. So when you said “BPC are no good for a PPA as they can’t pay it” - who are you referring to as can’t pay it given government subsidies?
wheniamfree
19/6/2018
07:30
No you didn’t donkey you jumped on the back of others educating you - you were told about royalties you didn’t know about them. You would also realise that mamba carries no royalties but regardless they are all factored in to modelling hence why reserves are deemed commercial. Do KMR pay royalties? Yes. Do Rio Tinto pay royalties? Yes. You’d be hard pushed to find an entity in commercial production who does not. The EIA has always been for upstream you didn’t know that but I did, as did most other investors you just saw the latest RNS and told us it was all wrong - no, you just hasn’t researched and misunderstood it like you have done with every single piece of jibberish you posted and tried to ram down others necks for two years when most are actually more informed than yourself and spend their time correcting your lies. Seismics are used to get a sense of smell? Lolol that’s almost as good as “testing how sweet the gas is”. You are an uneducated muppet who doesn’t have the first clue about o&G exploration as a whole let alone CBM, perhaps if you spoke to people in the industry you may learn something but again you don’t. You are trolling Strata X another CBM player in Bots, why? You don’t know anything about the industry so why pretend to? You are and have always been out of your depth relying on others to correct you or educate you so you can lie and try and spin a negative where one does not exist. As for Orapa that won’t be in the pipeline for some time we all know that however the means to convert from diesel to gas is very real with an expansion of an additional 45MW turbine taking Orapa to 135MW means zero disruption and since the GE units are dual-fuel it is absolutely possible. As for SRK they are not affiliated with Tlou so are independent but you in your infinite wisdom again declare a CPR is invalid? ..if you say so! Now, as I pointed out Kenmore/Changiboy/Kanmere/GTP/Blisters/Donkey40 and whatever other alias you wish to call yourself. You spent two years posting garbage and you are still posting garbage. You are out of your depth and despite your attempts to play the vindicated know it all to your KMR friends it is clear as day you are absolutely clueless. Seismics for gas smell... priceless.
wheniamfree
19/6/2018
07:25
Well, beneath the surface I can tell you both actually get on quite well, so that's nice.
dogwalker
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