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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
  +0.25p +0.13% 200.00p 196.00p 201.00p 200.00p 197.00p 198.00p 120,787 16:35:02
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 205.6 44.0 36.1 5.5 219.20

Kenmare Resources Share Discussion Threads

Showing 24326 to 24346 of 24700 messages
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DateSubjectAuthorDiscuss
20/8/2018
15:08
My thoughts on potential takeover here - M&G and Capital owned 26% in old KMR and were able to frustrate Iluka Low ball approach and force the Lenders to accept equity for debt swap. In new KMR, these 2 plus Oman and Majedie currently own 68% equity - it is going to take an offer north of 750p for them to maybe consider a T/O. More likely nearer to £10 before they sell - I wouldn’t hold out massive hope of a T/O any time soon.
donkey40
20/8/2018
13:46
Strong numbers and full year should easily see EBITDA north of $100m from 109m shares. Hannan calling fair value 470p, other Brokers are 500+p. How much longer can the handbrake hold this back. Still if Iluka can report $224m cash flow for the half year and drop $2 or 18%, then clearly something is going on in this sector most of us simply don’t get. Me included.
donkey40
20/8/2018
13:12
Fool.co.uk seems quite bullish and dividend got mentioned again not much in the share price today
datahead
17/8/2018
10:41
Supa makes an interesting point assuming his point in time prices are broadly correct. And with KMR price still not performing, they certainly are letting Base grow from strength to strength.
donkey40
16/8/2018
21:39
The thought occurred they may be cutting their teeth on SRX before they move on. However, it could all take time (say 3-4 years). I'll take 3-4 years for 3-4x when all of AIM/Mining Juniors is looking for 10x in 1 year. They're certainly having 'issues' with SRX while they had been deep in the operations of KMR with no obvious issues other than they could bring their 'expertise' to the table. Following that, who would be the objectors? Those standing to lose the most?
murraybasin
16/8/2018
19:49
http://iluka.com/docs/default-source/asx-releases/iluka-2018-half-year-results-slide-pack.pdf?sfvrsn=2 If this does not encourage you, then mineral sands clearly isn’t the sector for you. I can’t help but think, Iluka with net debt down to $34m now, and all the proprietary knowledge they gained in KMR back in 2015/6 - well Sierra added decent life rutile. And Moma would added long life ilmenite. Would that be allowed by the competition regulators ?
donkey40
14/8/2018
22:11
I reckon there is a buyer sitting at 225p soaking up whatever is available.
donkey40
10/8/2018
08:40
Ah thats why a bit of life in the price today ! Cool
datahead
10/8/2018
08:06
10 Aug Kenmare Resources PLC Peel Hunt Buy 217.50 - 370.00 Initiates/Starts
libertine
09/8/2018
09:08
WhenIamFree, critical self assessment is a key requirement for all investors. Clearly what you're missing here is precisely that. Your posting on the KMR board in retaliation for his posting on the TLOU board, even though you claim to have him on filter anyway, and yet you clearly know far less about KMR since nothing you post on it has any correlation to where the business and cash generation sit in the real world. So in a word, you are effectively doing what he does but you are actually worse in way because you claim to have him on filter in which case you shouldn't be bothered my him. It's a fairly childish response, tit-for-tat cross-board posting. Says something about how sharp an investor you are really likely to be and therefore how credible any theories you have on TLOU are likely to be. TLOU investors are being spoon fed a narrative. I'm guessing there is something below the water-line of ice-berg proportions that you are not seeing.
murraybasin
08/8/2018
22:31
One of my all time favourite posts from him - “Good luck to anyone looking to buy serious volume into this beast in the next 4 weeks - tightly held and for appropriate reasons” Value traded today on Tou was £57k; KMR £4.5m. Think I will check how many days back we need to go to add to £4.5m - like i say, he is just here for nonsense.
donkey40
08/8/2018
21:50
He reminds me of Peace - stuck on saying nothing and posting just to ‘itch’. He says I know nothing about Tlou and have been bashing it for 3 years - nuff said. Tlou gliding to the next ambush - sit back and enjoy.
donkey40
08/8/2018
18:31
With KMR as with TLOU /you/ know what you know but /you/ don't know what you don't know; very dangerous position to be in. You were certain CARC2 was going to be a problem. Now it's certain it isn't. Your other assertions are as equally weak. I have an inkling that TLOU is going to be much less exciting than you or anyone else ever imagined. TLOU down from 16+p to 6p; was it a better opportunity? Maybe the market knows what you don't; you're in for 10% or less than you're being led to believe you're in for. In the mean time KMR H1 results are out 20th August. Whatever will be will be. Starting with $50m+ EBITDA and $85m in the bank.
murraybasin
08/8/2018
16:44
So given we can expect a weaker H2 and stock depletion has increased - what’s next? Based in a country rife with terrorism and a riddled with debt and instability expect this to head sub 200p. No firm plans on a divi just a “we will let you know later in the year” approach. Probably after they have seen how Q3 turns out. No interest from any of the institutions, like I said - much better opportunities out there. Peak of the cyclical markets and a downturn to look forward to.
wheniamfree
08/8/2018
09:04
CARC2: NOT hxxps://efsa.onlinelibrary.wiley.com/doi/epdf/10.2903/j.efsa.2018.5366 Abstract The European Commission requested EFSA to carry out a scientific evaluation on four studies on the potential toxicity of titanium dioxide (TiO2) used as a food additive (E 171) and to indicate whether they would merit re-opening the existing opinion of EFSA on the safety of TiO2 (E 171) as a food additive. The results of the Bettini et al. (2017) study did not provide enough justification for a new carcinogenicity study, but, should additional useful mechanistic information become available, this could be reconsidered in future. The new in vitro findings in the Proquin et al. (2017) study did notmodify the conclusion on the genotoxicity of TiO2 as stated in the previous EFSA opinion of 2016 on the safety of TiO2 (E 171) as a food additive. The effects of engineered TiO2 nanoparticles reported by the Guo et al. (2017) study were of uncertain biological significance and therefore of limited relevance for the risk assessment of the food additive TiO2 (E 171). There was significant uncertainty in the risk assessment performed by Heringa et al. (2016), which did not include a weight of evidence analysis of the whole database. The Panel considered that the four studies evaluated, highlighted some concerns but with uncertainties, therefore their relevance for the risk assessment was considered limited and further research would be needed to decrease the level of uncertainties. Overall, three of the studies, reporting that TiO2 induced various effects in in vitro and in vivo models, may be useful for hazard identification of TiO2. In the fourth study by Heringa et al. (2016), numerous assumptions were made, which resulted in large uncertainty in their conclusion. Altogether, the Panel concluded that the outcome of the four studies did not merit re-opening the existing opinion of EFSA related to the safety of TiO2 (E 171) as a food additive. © 2018 European Food Safety Authority. EFSA Journal published by John Wiley and Sons Ltd on behalf of European Food Safety Authority.
murraybasin
07/8/2018
09:23
https://www.pressreader.com/south-africa/business-day/20180807/281603831286477 And follow article today - one of the largest heavy metal deposits in the world. But going to be difficult to be allowed to mine.
donkey40
06/8/2018
10:38
https://www.google.com.sg/amp/s/www.businesslive.co.za/amp/bd/companies/mining/2018-08-06-gwede-mantashe-to-extend-wild-coast-mines-ban/ More good news limiting supply side expansion. This is a large, high grade deposit so is good for everyone except MRC shareholders.
donkey40
03/8/2018
15:25
Flirting with the 50 day SMA, powerful juju.
murraybasin
01/8/2018
00:55
Indeed, new guy suggests Steve McT is short dated. A good thing in my book. However of more concern to me is the fire in MC belly seems to be diminished.
donkey40
31/7/2018
20:42
FFS, TIO2 classification (in France only), specifically of E171 [only], is going to hurt the ilmenite market? Get a grip you complete nonce. The proxy voting at the AGM didn't suggest anyone wanted a major shake up of the new and improved board. No doubt, if the major shareholders want it, or the major shareholders believe the city want it, they would have had it done in the two years they've had majority control of the company. They've just made another recent board change; we'll see whether that is a precursor to a change at the top table or not.
murraybasin
31/7/2018
19:39
Welcome back - alternate and well articulated views are welcome here.
donkey40
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