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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 24451 to 24473 of 24700 messages
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DateSubjectAuthorDiscuss
23/11/2018
07:43
What's been rightly pointed out over yonder is that the usual gaggle of fools who are talking KMR down (as the whole market coincidentally happens to drift down and already 10%+ off) haven't once in their existence ever told anyone where or how they /can/ actually make some money. Looks nothing more than a hollow vendetta by a former group of disgruntled shareholders who can't get over their own prior idiocy. It's always someone else's fault, isn't it ... some folks just need to get a life and move on. Still a little pressure coming out of Asia today. US will be open, but probably largely quiet. Overall things look to be calming. I imagine markets are starting to get over the whole SEAPACs issue and will soon figure it's all priced in. Doesn't really look like a 'trade war' as such, more of a proxy to beat China with over their territorial activities in the South China Sea. Specifically on TIO2 and tariffs, USA is a net exporter of pigments. Imports < 200t, so tariffs unlikely to have any significant impact at the materials level. < 50t of that came from China in 2017. No impact in real terms. Ditto for TIO2 feedstock, next to none of it coming from China.
murraybasin
23/11/2018
01:09
Lads lads lads, all very lively stuff earlier on LSE. Good banter !!
donkey40
21/11/2018
22:26
Sack the board; sack everybody. They are all hopeless and ridiculously overpaid!! When things don’t go the way you want or expect, it has to be somebody’s else’s fault (except your own). So sack them all; bring in people that know nothing of Moz relationships within Govt, or with customers, suppliers, etc. Just exit them all and start again, buy the new team 2-3 more years before they can be realistically held to account... What makes me laugh most about the muppets calling to sack everyone - the real owners of 30%, 20%, 6% and a further 6% already decided they want Smooth Mickey and team to continue the renaissance.... Now there would be a reason why the clever people within the shareholder groups are ok with the existing team - what would that be I wonder ....
donkey40
19/11/2018
15:24
We might as well all say now Merry Xmas and all the hairy chest for 2019. Damned frustrating.
donkey40
16/11/2018
23:18
Anyone got any idea what all that above was about ?
donkey40
14/11/2018
00:12
I generally follow the graphs. 27/07/16 Share price 225p after re-organisation etc 22/09/16 Share price hit 366p before falling back to 241p (21/11/16) 2 month fall 20/01/17 Share price hit 344p before falling back to 270p (03/03/17) 2 month fall 21/03/17 Share price hit 320p before falling back to 239p (23/06/17) 3 month fall 27/09/17 Share price hit 345p before falling back to 205p (25/04/18) 9 month fall 17/05/18 Share price hit 251p before falling back to 212p (03/07/18) 2 month fall 03/09/18 Share price hit 253p before falling back to 211p (13/11/18) 2 month fall History suggests we are at or around the lows but the only visible high going forward is back around the 250p by the end of January. The average rise after a fall is around 30% which would take us to 275p but the last 2 rises only hit 250p which is a 20% rise from the low. I don't like using figures in isolation but factoring in the book price the share price should be:- 27/07/16 260p approx. 22/09/16 344p approx. 20/01/17 378p approx. 21/03/17 498p approx. 27/09/17 612p approx. 17/05/18 445p approx. 03/09/18 450p approx 13/11/18 421p approx. How it gets to the approximate book price is a mystery. I think a catalyst is required. The future dividend may provide an uplift due to more interest in the stock from Income funds due to low book price and p/e ratio. The only other mining share I could find with similar share statistics is Petropavlovsk PLC. Not sure of it's financial position though without researching further. Most other mining stocks are around their book price +/- 20% with the exception of Lonmin PLC.
wacker101
13/11/2018
23:55
NoSir - quit while you are ahead mate. You and Prace really are not scoring any points with the silly continued attacks. Those that know, know. Those that don’t, never will.
donkey40
13/11/2018
21:53
My own sense there has been ‘engineering&#8217; for the past 2 years.
donkey40
13/11/2018
20:10
All said, and some curious MM/pool behaviour over the last few days. Almost like engineering.
murraybasin
13/11/2018
19:22
Chaps, I could accept all the KMR bashing if the price decline/ inaction was solely specific to KMR only. The sector has been in the doldrums, so when sentiment in the sector returns, think through who is best set up or future proofed for our-performance. Will Iluka or Base double relatively quickly? Will KMR ?? I know which one I think is the best bet.... For sure, this is taking a lot longer to get going than any of us who like the story imagined a couple years back. But just coz it is taking longer to play out doesn’t necessarily render void those reasons for jumping in back then. Stay the course !
donkey40
09/11/2018
18:03
The guy with the £210k still hasn't been filled. Completely irrational, almost no volume to speak of and nearly 150% upside from current price to broker targets.
murraybasin
09/11/2018
16:55
Oh Lordy Lordy Lordy 211 pence. Why has it come to this.
donkey40
08/11/2018
15:40
When you know the big buyers are sitting on sidelines knowing they will get placed a chunk of shares at or around these levels as and when EIB are sufficiently sickened and ready to move on, then all you need do is sit quietly on the Bid and bottom fish. It’s going to be a very dull end to 2018, even allowing for some short term TZMI induced enthusiasm.
donkey40
07/11/2018
21:52
Interesting market activity: CHIX and BATS most of today were equal to the LSE bid and above the LSE ask, 3000 share lots, wanting to buy but not sell except at a pretty premium. Same 3000 lot bid was also on LSE. For a time in the AM, CHIX and BATS bid was ahead of LSE bid. Someone was willing to pay more. No fill volume apparent. 100,000 share bid at 210p; "similar" punter has been around before. Picked up a sizeable trade the last time the stock bottomed. Looks like someone well informed, or perhaps, informing others. Curious to see if he sticks at 210p and waits/gets filled or moves up to ensure he captures the price before it runs away from him. If -I- really wanted to get filled, I'd pay the delta.
murraybasin
31/10/2018
08:52
Expect two key themes at TZMI congress apart from the usual: 1. China market state, shutdowns and consolidation, chloride process growth. 2. Current temporary supply issues with and longer term supply deficits in high grade feed-stocks, and again, chloride process feed-stock.
murraybasin
30/10/2018
23:56
Kenmare Resources in a snap shot: Revenue 2018 - $275m EBITDA - range $90m - $100m; Shares in issue - 109m shares; Share price traded today - £2.20; Sector - product prices trending higher; Competition - supply side has problems, demand side steady; TZMI annual conference in SG on 12-14 November when the great and the good get together. Will that light the share price? Doubt it but sure we all live in hope !
donkey40
30/10/2018
15:40
http://www.hannamandpartners.com/insights/research/ Their reports are getting better. Clear and concise.
donkey40
28/10/2018
16:32
P.S. When all of this FAANG nonsense starts to go south, where will they money go?
murraybasin
28/10/2018
11:36
t’s been a tale of contradiction and frustration for many investors. The backdrop is good but the share price is weak, We ask the question no one else has ……WHY? Whether you are looking for Capital Growth, Value or Income, Does Lloyds tick one, any or all of these boxes? Or is it now time to dump the shares and move on. We delve deep into the company, recent developments and the outlook, in this free special report. Seems we are not alone with great looking fundamentals..
donkey40
26/10/2018
19:06
Well that was a particularly underwhelming week..... And nothing to talk about, whilst we wait .... and wait .... and waaaait.
donkey40
21/10/2018
01:25
From Iluka quarterly today: The market for high-grade titanium feedstocks remained tight through the third quarter as pigment customers maintained high levels of plant utilisation, creating strong demand during a period in which production disruptions at feedstock producers limited supply. Ongoing issues with feedstock suppliers have led to some downstream customers noting concerns as to whether there will be sufficient high-grade ore available in 2019. The rutile market remains particularly tight, with no available inventory being reported in the supply chain. All of Iluka’s high-grade titanium feedstock production remains contracted or allocated to customers for the remainder of the year, with sales limited by production.
donkey40
20/10/2018
13:51
!YOUTUBEVIDEO:dFrN9CvGn48: Kenmare Resources to add 20% capacity expansion/40% margin expansion. Round up of Capital Markets Day material and recent research: IG TV (17/10/2018) https://www.youtube.com/watch?v=dFrN9CvGn48 Capital Markets Day Companion Video (16/10/2018) https://www.youtube.com/watch?v=FFHHPyKfuoE Capital Markets Day Web Cast (16/10/2018) http://webcasting.buchanan.uk.com/broadcast/5bc49869c6ec681d9e06bc93/5bca00465830cf917a00013b Capital Markets Day Presentation (16/10/2018) https://www.kenmareresources.com/download_file/view/379/1/ ( 20% growth leading to 40% increase in margins due to largely fixed operating cost base ) Hannam & Partners Research (06/09/2018, expect update) http://www.hannamandpartners.com/umbraco/surface/MediaDownload/Download?file=1975
murraybasin
20/10/2018
10:53
More from the dark side: https://www.youtube.com/watch?v=FFHHPyKfuoE
murraybasin
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