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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
  -10.00 -4.18% 229.00 229.00 231.00 235.00 229.00 231.00 64,732 16:35:24
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 204.3 37.7 30.9 7.1 251

Kenmare Resources Share Discussion Threads

Showing 24451 to 24470 of 25000 messages
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DateSubjectAuthorDiscuss
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
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
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