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
  -2.00p -0.84% 236.00p 236.00p 238.00p 238.00p 235.00p 235.00p 44,016 16:35:14
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 205.6 44.0 36.1 6.7 259

Kenmare Resources Share Discussion Threads

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DateSubjectAuthorDiscuss
20/10/2018
10:53
More from the dark side: https://www.youtube.com/watch?v=FFHHPyKfuoE
murraybasin
20/10/2018
10:10
From the dark side: https://www.youtube.com/watch?v=dFrN9CvGn48
murraybasin
20/10/2018
00:14
Yup - tell me something new please. Soon.
donkey40
19/10/2018
21:16
Pappy still sleeping?
murraybasin
19/10/2018
20:46
Bullseye ... hxxps://www.mammoet.com/
murraybasin
19/10/2018
20:46
Job L. from Davy going straight after the acquisition question.
murraybasin
19/10/2018
20:42
I notice the CMD webcast is on Buchanan's web site. Suggests the company is taking care of the PR problem that the idiots over yonder are complaining about.
murraybasin
19/10/2018
20:35
Has pappy dozed off again?
murraybasin
17/10/2018
20:21
Shake the room ...
murraybasin
17/10/2018
12:38
Boom - the end game right there ! When when when.....
donkey40
17/10/2018
08:35
So the CMD then is just a lot of noise about securing a 20% Increase in production capacity of their lowest revenue generating product for next 20-odd years at a cost of ~$150m. Translates to a 12-14% incremental revenue increase. Whilst they have future proofed the company etc, it also highlights the ‘inefficient’ extent of original Capex. You got to think the Chinese will buy it eventually to secure high grade feedstock for their chloride smelters. I just dont see this mgmt team taking on vertical integration expansion.
donkey40
16/10/2018
21:21
Ideal scenario here would be to locate top-end MSP and upgrading plant in geo-politically stable jurisdiction and then ship HMC from the mine site. Assuming sufficient capacity, you could also then consume HMC from other mines. Ref Image/Strandline looking to just mine HMC and hand it over, balancing capital, risk and revenue. I'd envisage multiple modular lines to pre-empt the possibility of force-majeure on the entire operation as a result of some major line failure. Iluka put the cost of putting an SR kiln in play at about AUD 250m, and then there are periodic maintenance/relining activities. You would need to be acute on your economics. A lot to be said for optimising the mine and letting others assume the capital and competitive risk for the upgrade process. Slaggers don't seem to be making a lot of money and RTFeT and ILU have had kilns off line for years.
murraybasin
16/10/2018
19:46
The plan coming loud and clear from today is to maximise plant utilisation from the core $1.25 billion Capex investment. That takes them to 1.2m tpa ilmenite and co-products. Then once positioned, start returning capital to shareholders. I doubt however the mgmt team will want to do, and only this, for the next 100 years life of Moma. But it is what they needed to do for 3-5 post the MD and problems of the past. What do they do thereafter - mine more ilmenite (horizontal integration) or move up the value chain (vertically)? I would think the later has more appeal personally. Equally I accept the argument they are a single asset company and vertical integration doesn’t particularly change that risk. This stock should be 5 quid at least. Sometime it will be; the question is what will be the catalyst.
donkey40
16/10/2018
18:21
Isn’t the plan to be a key supplier to the plants in China that upgrade the product. Isn’t it what they do now? Shouldn’t they focus on core production and simply sell it to a processor (at a premium price)?
idiodyssey
16/10/2018
16:29
The verbal description of the Sales /Marketing slides is good, worth listening to. Bits of Operations also good; much though is well known. Seems to me the next step is to start upgrading their own ilmenite product to ilmenite slag and synthetic rutile for use in chloride process. Where do they do that - I don’t see them investing the capital for this into a China based facility.
donkey40
16/10/2018
13:27
Horses for courses - they have a room full of people to entertain and make feel it was worth their time to attend. Whilst nothing much new, the real points will be what is said in discussion which hopefully we can pick up when listening. All feedstock producers have been doing same as KMR - optimising and driving unit costs down down deeper and down.
donkey40
16/10/2018
12:58
I have also yet to listen to the recording. I thought the presentation was way too long - and boring. Nothing in there to grab attention. Guidance generally on the lower side of previous ranges. But, decent fall in cash costs of production. Decent cash generation. Good to see them confirming dividend outlook.
albo
16/10/2018
12:20
Have yet to listen the recording - thoughts are: Presentation - generally good, clear informative but yet the message isn’t a difficult one to grasp. Thought the Market Update slides were weak. No real detail on feedstock supply challenges (which could be a big + point of difference for KMR). And if China makes the switch to chloride production, their 2023 pigment capacity number will be smashed (ie will be much higher). All in all, reassures the listeners that mgmt have a strong handle on what they are doing on site.
donkey40
12/10/2018
18:17
Logic at work is refreshing to see.
murraybasin
12/10/2018
16:42
Does the CMD playbook demand some news Monday before the event?
murraybasin
12/10/2018
14:58
Said before - options start vesting in 2019. So no major incentive from directors for share price to motor until then. With Yer-man, M&G and Capital the real owners here, all else is of little consequence. Especially crabid long term shareholders that got screwed before, reinvested and are still waiting for the party to start. Our saving grace is only 109m shares in issue - if they choose to, future Capex easily sourced as equity. We have one major hurrah ahead of us in next couple years here I reckon. But I said that couple years back I reckon ....
donkey40
12/10/2018
14:03
Visible directors buys are usually good for sentiment provided they are material. We haven't seen our latest NED joining the fold in that regard.
murraybasin
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