Kenmare Resources Share Chat (KMR)

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
	+2.50p	+1.23%	206.50p	205.00p	208.00p	208.00p	206.00p	206.00p	76,013	16:35:12

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Mining	205.6	44.0	36.1	5.7	226.33

Kenmare Resources Share Discussion Threads

Showing 24376 to 24396 of 24700 messages

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Date	Subject	Author	Discuss
20/9/2018 20:49	I doubt anyone cares. Prolific occupation with message boards is a past-time that can invariably not lead to any benefit whatsoever. If there are a handful of investors with the foresight to see where KMR is going then fair play to them. Heavy Mineral Sands is hardly headline grabbing. The delta between KMR's actual and prospective should be. Probably USD 120m-150m EBITDA coming 2019-2020, completely lost on the market at the moment. Press talk of price softness for ilmenite is in the region of USD 5-10/t, no major slides, which is what the market is nervous about. Reality is, Chinese prices are holding up. If you're on a 2-3 year horizon there's not much point in monitoring the boards and the trolls in the interim. That will take care of itself in due course.	murraybasin	Read Full Thread Reply
20/9/2018 12:55	Oh no, that BF chappie has been deleted from LSE. I reckon he and NoSir were one and the same person - his Ying and Yang, his alter ego. And now that the share price is set to motor, he exits his Bull profile and remains as the negative profile. Clever ... that will confuse everyone.	donkey40	Read Full Thread Reply
19/9/2018 09:07	There 1% is only 1m shares - that leaves another 8m shares unaccounted .... somebody is being tardy.	donkey40	Read Full Thread Reply
18/9/2018 21:24	Probability here is that Majedie haven't sold down 1%, rather, they are in the process of selling down ~ 9%. There was a hint earlier in the year that they had a new fund manager who was re-ordering his portfolio, not for any specific issue with KMR, just in the general sense. Might well be that one or more of the MMs has Majedie's shares and the reports are only coming in as they are off loaded in the market. Positive here is that it will move up the free-float (technical) closer to 22%. That's needed to allow the share price behave more normally and reduce the 'nuclear' effect. So, EIB still in, Majedie out? Probably gives more confidence in EIB's position also.	murraybasin	Read Full Thread Reply
17/9/2018 12:53	Yup, I know. Mostly gibberish though - as there is little real info in the numbers. Same as for Iluka pricing data - their zircon pricing had little relevance given that we never knew extent they rebated back out of their top line numbers. It is also clear KMR ilmenite pricing runs well below these (for me) pretty meaningless market pricing trends. Either they get high pricing and loss a chunk in shipping, or the net after shipping cost is well below the bell weather numbers. These BBs have lost most of any appeal for any sensible reasoned discussion with anyone these days. Here or elsewhere. Just a bunch of wannabe gobs thinking they could do a better job themselves. Boring really.	donkey40	Read Full Thread Reply
17/9/2018 10:03	It is, state of the nation, rather than forecast. Always useful to keep an eye on.	murraybasin	Read Full Thread Reply
17/9/2018 09:31	As always, the China market commentary is sharp, on point and on the money... WTFATTA ?	donkey40	Read Full Thread Reply
17/9/2018 09:02	Ruidao News: Released: 2018-09-12 17:10 Source: Ruidao Metal Network In the third quarter of this year, the overall performance of the titanium dioxide market was weaker than that of the same period of last year. At present, the average price of domestic titanium dioxide is lower than that of the same period of last year by 500-1000 yuan/ton. It is precisely because the downstream titanium dioxide powder is cold, and some titanium dioxide enterprises reduce production due to environmental factors, resulting in lower demand in the titanium ore market. Although two titanium white companies have announced the price increase, they have started from ten. The implication is that prices will remain stable in September. Before the downstream has not yet conveyed the positive driving force, domestic titanium ore merchants are still maintaining a wait-and-see attitude, and corporate quotations are flat. Ruidao also learned that the current price of foreign mineral titanium ore is stable, resulting in no shortage of price for imported ore, and there is no intention for importers to actively reduce prices. Then the main determinant of the future domestic titanium ore price is whether the large miners in the Panzhihua area of Sichuan can keep the price unchanged. From the current guidance price of the Panzhihua big factory, the stability is more significant. At present, the 46% titanium ore mine does not include tax 1200-1250 yuan/ton, and the surrounding small and medium-sized miners 46 grade titanium mine does not include tax 1130-1170 yuan/ton. Vietnam A mine contains tax 1750-1800 yuan / ton; Australia mine, Mozambique mine Tianjin port tax 1500-1600 yuan / ton (more suitable for titanium slag and reduced titanium industry).	murraybasin	Read Full Thread Reply
15/9/2018 09:00	800,000 shares traded 1/9 to 14/9. Gradual accumulation. Big "Cup & Handle" on the chart; a break-out indicator for a move up to a higher support, likely target ~ 340p area. I see it moving up before capital markets day on 16/10 providing a catalyst for more buying off a higher level. FTSE has been psychotic of late, Donald and Brexit. With all of this talk about dividends at the capital markets day, expect to be seeing one in 2018.	murraybasin	Read Full Thread Reply
12/9/2018 22:21	Usual suspects, nothing to add, poorly informed.	murraybasin	Read Full Thread Reply
12/9/2018 00:55	Well if you are connected to the Murray Basin, does that mean you are coming back for a 4th bite at the cherry ? Is interesting how punters now focus on net debt. Reality is there is zero right of set-off between gross debt and surplus cash. Rather the Lenders demanded that a cash buffer was provided for (and then built up) as part of the overall refinancing deal jn 2016 to provide for future unexpected speed bumps. Debt is still debt - and the Lenders want it paid off in accordance with the agreed payments plan of 9 capital repayments with no further excuses. By the time of CMD, there will have been 2 capital repayments with 7 to go. I don’t foresee dividend being paid before Qtr 3 2019 ie 4 down with 5 to go. Everything is on a slooooow burner - that NoSir chappie has a point when he said the BoD are milking it currently.	donkey40	Read Full Thread Reply
12/9/2018 00:07	Aug 21, 2018 232.00 239.00 230.00 235.00 235.00 9,438,307 Need some facts.	murraybasin	Read Full Thread Reply
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?	donkey40	Read Full Thread Reply
11/9/2018 23:03	Go Contango!	murraybasin	Read Full Thread Reply
11/9/2018 19:19	Looks like the geniuses are coming out of the woodwork over yonder.	murraybasin	Read Full Thread Reply
11/9/2018 11:32	Tail winds: http://www.miningweekly.com/article/india-restricts-private-mineral-sands-exports-2018-08-31/rep_id:3650 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	Read Full Thread Reply
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.	murraybasin	Read Full Thread Reply
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	Read Full Thread Reply
06/9/2018 21:07	No, most following expect this to re-rate north of 500p starting sometime next year.	donkey40	Read Full Thread Reply
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.	wacker101	Read Full Thread Reply
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.	murraybasin	Read Full Thread Reply

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