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 1.71% 238.00 234.00 242.00 242.00 234.00 242.00 15,259 16:35:02
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 205.6 44.0 36.1 6.7 261

Kenmare Resources Share Discussion Threads

Showing 24301 to 24322 of 24800 messages
Chat Pages: Latest  980  979  978  977  976  975  974  973  972  971  970  969  Older
DateSubjectAuthorDiscuss
31/7/2018
18:39
Welcome back - alternate and well articulated views are welcome here.
donkey40
21/7/2018
09:46
Disagree. Institutional behaviour and management paralysis through committee process - classic way for inaction through desire for personal survival in well paying, cushy jobs
donkey40
21/7/2018
08:20
EIB? Doesn't really tell us much about KMR. Out of $239b capital the $18m or so in capital; barely registers.
murraybasin
20/7/2018
20:50
Now we know. https://www.ft.com/content/3e971aae-89de-11e8-b18d-0181731a0340
donkey40
19/7/2018
22:29
There is a report out today that S Africa $100 billion FDI investment target will be reached within one year. Sometimes you wonder which planet people live on and do they genuinely believe the fish that comes out their mouth. It is africa. It is difficult. It takes time. Generally a lot more time than is normally reasonable. Lucky that KMR can be there for the next 100 years then
donkey40
19/7/2018
20:28
Maybe. But then looking at AEX (and TLOU) I see that major progress in power on the MZ/TZ border is not expected until 2025 so the folks that are running their private blogs (on AEX, for example) in favour of Jay ThatchedBarRoof better have a very high endurance threshold. As we like to say, this is going to take longer than anyone imagined. They were looking for their 10p party and have slid back from 7p to 2p. OUCH! Meanwhile we have NPV 470p and trade at 212p. OUCH! I know where I'd be. We have a larger structural problem in the incoming generations; they just don't get study. If your phone can't highlight an investment in the 30 seconds you're sat at the traffic lights, it's game off. On the bright side, the Bunsen Burner under KMR is being lit. I'm not expecting fireworks, just slow and steady progress. On the off side of this you need to watch S&P majors and the stupidity of Netflix, Facebook, Tesla, etc. Major crossroads on the horizon and then Gen X are going to learn what value (and poverty) looks like. Best to keep your umbrella handy no matter how blue the sky looks. Our micro environment is good but we are like the few uninfected specimens running around in a planet full of zombies.
murraybasin
19/7/2018
19:52
Agree on BlueJay. My sense is Rio will exit TiO2 sooner than later - margins are not enough for them nowadays given their desire for mega project and market control. Stock drawdown - well that is what it is there for, right. What worried me a little more was the news that power grid stability issues resurfaced. Power shortages are likely to escalate down in southern africa. Then again, KMR mentioned in a previous call there was a new line either under design or under construction to a new sub station. Wonder what progress there is. Maybe Tlou can help out...
donkey40
19/7/2018
18:00
A 64kt stock draw down in a given quarter won't be usual. Otherwise, agree. Everything seems ticket-y-boo from the perspective of production and longer term strategic goals. Company is grossly undervalued given they have $9m net debt and nigh on $85m just sitting there. Depending on the capex. and possible dividend outlay in H2 that figure could be pushing $120m by year end. H2 capex. will be well funded by H2 cash flow. While gross debt will be down another $10m (August payment). Next thing I expect to see is some ED/NED buying and another chess move at the top table. If we get to net debt=zero in August or so it would be news-worthy even if between reporting periods. It would be nice to see the directors going back into the market for shares, especially at this price. I see share price Angel trying to talk up BlueJay as a possible takeover target for Rio Tinto; bad sign for BlueJay I think.
murraybasin
19/7/2018
13:48
Why is it unusual circumstances? It all seems pretty much BAU to me, with noise all around to scare people. Yet mine performance is as good pretty much as it has ever been.
donkey40
18/7/2018
18:49
Record shipments in unusual circumstances. Let's get to standard and move on from there. Yes, clearly they are armor plating the hull. If they get to nameplate, I have numbers suggesting GM could be close to 100% or more. What we need to watch is overall supply/demand profile. Increased global GDP (population), declining assemblages, the whole China/trade war thing, is noise. Ditto Greece, etc. All a side show to create opportunities to take money from investors. I'm guessing Trump has been made president so that he can be a humpty-dumpty. I expect something material to happen on the Trump watch.
murraybasin
17/7/2018
23:49
So are they / they are future proofing then? Record shipments achieved and said with no sense of achievement - strange!
donkey40
17/7/2018
19:01
It's like when someone correlates slowing growth with contraction, entirely not the same. The whole reason for being of WCP B upgrade is exactly to keep the throughput up and unit costs down in the face of lower grades in Namalope. The hypothetical WCP C (with dredge) is intended to finish on a higher grade zone that is near the current MSP at Namalope after both WCP A and WCP B move off, either both to Pilivili or one to each of Pilivili and Congolone, both being higher grade zones. Now, how does it look when WCP A and WCP B and WCP C are all mining higher grade zones? Next problem you have is can the MSP handle the entire output when you're starting to produce HMC for products in excess of the 1.3mt design capacity because of additional dredge capacity and additional WCP capacity? Good problem to have as long as the supply/demand economics support it. However, you also earned the right to throttle backwards, reducing cost and throughput to suit market conditions.
murraybasin
17/7/2018
17:19
https://www.miningmx.com/top-story/33582-kenmare-unveil-dividend-policy-october-despite-pressures/
donkey40
17/7/2018
11:56
I suspect it will. Equally they are going to have to start putting a positive bias on news ahead of that, and thereafter. Is madness they have all this good news, yet phrase it in a way designed to deflate the reader. The question is why?
donkey40
17/7/2018
11:06
I just put it down to conservatism - burnt with optimism too many times so let the numbers come and off we go - october will be an interesting event
datahead
17/7/2018
07:08
Kenmare Resources (KMR) Numbers Out Just Now http://crweworld.com/article/news-provided-by-globenewswire/738434/q2-h1-2018-production-report
danieldanj
17/7/2018
06:26
Yup - but will the market respond positively. Or will it latch onto the negative comments about production challenges in H2 coupled with increased supply from Africa (presume that is mostly Base).
donkey40
17/7/2018
06:09
Looks good - even talk of a dividend !
datahead
14/7/2018
18:34
Having taught you all you know, it upsets me you are still not getting what the game is here. Pretty much this is the last half year they can pull the same stunts as the past 3. Expect more green shoots of great promise whilst they continue to spend on double plating below the water line. Those options don’t start vesting until 2019 - sometimes you just don’t need to look to deeply.....
donkey40
14/7/2018
16:48
Next thing I bet you'll be telling me you taught me everything I know ...
murraybasin
14/7/2018
13:52
Outstanding job if they manage to spend $55m in capex. in H1. MC will have a gold plated desk.
murraybasin
13/7/2018
19:27
Not a chance of that either youngster - the handbrake is still on.
donkey40
Chat Pages: Latest  980  979  978  977  976  975  974  973  972  971  970  969  Older
Your Recent History
LSE
KMR
Kenmare Re..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20191112 18:21:46