Kenmare Resources Share Discussion Threads

[donkey40] 11/9/2018 23:26

Geniuses or genie?
These 9m shares recently traded are an open issue though. Any threshold reporting should have been done by now...
who is being tardy?

[murraybasin] 11/9/2018 23:03

Go Contango!

[murraybasin] 11/9/2018 19:19

Looks like the geniuses are coming out of the woodwork over yonder.

[murraybasin] 11/9/2018 11:32

Tail winds:



hxxp://en.ruidow.com/news_x.php?id=946&pid=9&k=1

hxxps://www.dailyo.in/variety/kerala-floods-sand-mining-sand-mafia-illegal-mining-soil-erosion-rivers/story/1/26297.html

[murraybasin] 11/9/2018 11:28

I think we might hear something about the 9m shares before the CMD. Q3 production report will also be due in/around the same time as CMD. Might be updates on WPC B upgrade [complete!] and new dredge project. This HMS business is all really boring stuff, but the earnings are there. Just need to continue on plan. According to Ruidow, 113,000t of ilmenite shipped from MZ to CN in July. Market looks stable and prices are holding up.

[donkey40] 11/9/2018 01:01

I don’t see any further positive news ahead of the CMD - otherwise what is the purpose of having the CMD. Sit back and wait until Mar/Apr 2019 imo for price to motor. I just don’t see the IIs being keen to allow fund performance in the last quarter of 2018 when their bonus and fat cat pay packs are already pretty locked in for the year. Annoying but then reality often is.

[donkey40] 06/9/2018 21:07

No, most following expect this to re-rate north of 500p starting sometime next year.

[wacker101] 06/9/2018 16:27

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.

[murraybasin] 02/9/2018 15:45

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.

[abergele] 31/8/2018 09:54

Peel Hunt today reaffirms its buy investment rating on Kenmare Resources PLC (LON:KMR) and raised its price target to 400p (from 370p).

[donkey40] 30/8/2018 12:08

Slide 13 of Base latest presentation is informative - shows size of competitor deposits v Moma. Big Fat Moma.

[donkey40] 28/8/2018 20:55

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 23:51

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.

[murraybasin] 22/8/2018 08:07

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.

[datahead] 22/8/2018 07:55

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 ?

[donkey40] 21/8/2018 22:43

It needs to go well up before we start thinking about when to jump.

[donkey40] 21/8/2018 20:40

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 ...

[murraybasin] 21/8/2018 20:04

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.