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 6.6 261

Kenmare Resources Share Discussion Threads

Showing 24351 to 24368 of 24800 messages
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DateSubjectAuthorDiscuss
06/9/2018
15:27
I've read a lot about this company of late and have held a number of shares since 2014 so I've been through the mill a bit. With revenues up and looking fairly steady, debts almost wiped out, the introduction of a dividend (albeit probably small), this company is hopefully back to good health. The share price doesn't seem to believe it though. Conservative estimates will probably put the share price around 375p or am I missing something.
wacker101
02/9/2018
14:45
Good to see Peel Hunt have upped their target. Re. the Base Page 13, those bubble charts usually start with TZMI. I've seen some of them doctored and misrepresented in other companies' presentations. Presumably because the producers of such presentations think people just look at them but don't try to rationalise them.
murraybasin
31/8/2018
08:54
Peel Hunt today reaffirms its buy investment rating on Kenmare Resources PLC (LON:KMR) and raised its price target to 400p (from 370p).
abergele
30/8/2018
11:08
Slide 13 of Base latest presentation is informative - shows size of competitor deposits v Moma. Big Fat Moma.
donkey40
28/8/2018
19:55
Where is the RNS advising movement of the 9m traded last week ? Isn’t there a time limit for these things to be reported.
donkey40
23/8/2018
22:51
Murray old boy, that Buckler chappie over there is pretty stupid. He keep talking about forward guidance for H2 saying lower ilmenite. If he actually understood what the H1 results announcements said - Production in H2-18 is expected to be higher than H1-18, and Sales of finished products were at record levels, and it is likely that ilmenite sales volumes will be lower than forecast production in H2. That does not necessarily mean ilmenite sales volume in H2 will be below that of H1. Boys and their toys ..... I am greatly looking forward for visibility on the 9m transfer.
donkey40
22/8/2018
07:07
Yahoo: Aug 21, 2018 232.00 239.37 226.24 235.00 235.00 496,017 Aug 21, 2018 232.00 239.00 230.00 235.00 235.00 9,438,307 Obviously have some data aggregation issues.
murraybasin
22/8/2018
06:55
But why does yahoo only report 496,017 for yesterdays volumes. - normally they are the same as here and also why were all the large transactions at 230p no other price ?
datahead
21/8/2018
21:43
It needs to go well up before we start thinking about when to jump.
donkey40
21/8/2018
19:40
Will be in London next week so looking forward to that. Development banks normally exit projects within first few years of commercial operations. That they are still with KMR after 10+ years should not be construed as them saying they will stay involved until end of current loan terms. I wish that BF would come over here -at least I could chat with someone that knows what he is talking about. No offence ...
donkey40
21/8/2018
19:04
No need to ReFi. Simply need to pay down and lose the overhang. If you have the same volume tomorrow I'll dance naked on Tower Bridge in rush hour. That would undoubtedly please a lot of ladies.
murraybasin
21/8/2018
18:56
Let’s see tomoro’s volume before diving to conclusions - this game of finesse could have a few more twists and turns yet. This CMD is increasingly intriguing me - as things stood before today’s volume there was nothing much new to talk about as the top 5 had presumably heard it all before. By October, 2 Capital repayments will have been made and the engine is clearly demonstrating cash generation stability. So I am wondering if this volume is EIB and once it is cleared, there will be announcement that Lenders (who are Development Banks) are replaced by commercial banks. Eg Standard Bank, Rand Merchant Bank, maybe Absa since they are now African and have exited Barclays. That clears an awful lot of legacy problems associated with the past - and let’s everyone get excited about the future. Maybe at CMD they can tell the non-shareholder IIs that shares are available from the top 4, and hopefully the price then will be closer to 300p level, keeping top 4 happy and letting IIs in well below fair value (who may already have picked up some Lender shares from today).
donkey40
21/8/2018
17:52
Volume always precedes price, in any direction! But while the idiot mob over yonder are having the blue/red debate and calling in the exchange to investigate the 'suspicious trading', it seems that arrogant git BF more or less concluded the same as yourself, and surprisingly, within four minutes. Is the botanical boy yet another one of your aliases? 9,438,397 traded in total today. It seems a logical conclusion that these were lender shares. If we take their 10.8m holding and factor in the M or so from 8/8, say we're about done. With the lenders off the books the machine can get to work. Won't be too long before Peel Hunt are increasing their price target.
murraybasin
21/8/2018
10:40
11:21:33 230.0000 1,000,000 O 225.0000 230.0000 Buy 11:19:03 230.0000 440,000 O 225.0000 230.0000 Buy 11:05:02 230.0000 745,608 O 225.0000 230.0000 Buy 11:04:15 230.0000 245,608 O 225.0000 230.0000 Buy 10:02:48 230.0000 597,343 O 225.0000 230.0000 Buy 10:02:37 230.0000 597,343 O 225.0000 230.0000 Buy
libertine
21/8/2018
09:37
Light bulb moment - refinance the debt time....
donkey40
21/8/2018
07:18
The legal stuff can be side stepped by changing the holding company structure.
murraybasin
20/8/2018
18:38
I think to cover the geopolitical risk the return would have to be around 7%. That implies roughly 15.75p per share, or total of close to £17m or $21m. If the company pays the $21m in dividends, they'd also have to pay $21m extra in sweep repayments. Both things coming together would be received extremely well by the market, even if the payment didn't occur until February 2019, or for example, they did half in February 2019 and half in August 2019. Currently sitting on $80m or so with another $150m to come in the next 18 months. $42m not a big thing especially if that meant reducing gross debt by ~ $40m in total during 2019. End 2019 with gross debt close to $50m but net debt negative.
murraybasin
20/8/2018
18:07
That doesn't logically stand since the terms for sweep/restricted cash address both Senior and Subordinated. That points to being able to pay a dividend before the Senior debt is cleared. Using your logic, if the Senior debt is due to be cleared by August 2019, then it supports the probability of dividends being paid earlier than that, and in fact same would also bring forward the retirement of the Senior debt, due to sweep.
murraybasin
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