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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
  -1.25p -0.62% 199.75p 198.50p 201.00p 199.00p 198.50p 199.00p 35,907 16:35:06
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 205.6 44.0 36.1 5.5 218.93

Kenmare Resources Share Discussion Threads

Showing 24476 to 24494 of 24700 messages
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DateSubjectAuthorDiscuss
10/1/2019
09:01
Mind that gap ...
murraybasin
10/1/2019
08:56
All water under the Jetty now. They've already hit their 1.2mtpa run rate.
murraybasin
10/1/2019
08:55
Bank debt reducing quickly; now net cash +ve; will pay maiden dividend August 2019; mine working in steady state; On an earnings multiple basis, KMR continues to trade at a steep discount, with EV/EBITDAs of 3.1x/2.1x in 2018/19E, vs peers on 18.5x/6.1x. And more than likely the market will still ignore it.
donkey40
09/1/2019
20:23
Don’t you think perhaps they paid a tad over the odds ..... and I think the mine actually cost $1.5 bn.
donkey40
09/1/2019
19:00
Hey, why don't we start our own mine? You don't happen to have 1.2b dollars lying around do you?
murraybasin
08/1/2019
23:51
Yup, even the mighty Paul O’Connell said you can only go to the well so often.... Personally, I would sack the entire Mgmt Team and replace them with social media, message boards, keyboard management wannabes. After all, dig up a big hole, add water, stir it all about and let it settle, take away the stuff you want, return the stuff you don’t, dry it out and truck it along a jetty onto a barge, shuttle that out to deeper water and combine harvest blow than from one hopper to another - repeat repeat repeat . FFS anybody could do that, right !
donkey40
08/1/2019
22:51
Must be down to Mikey No Mates then.
murraybasin
08/1/2019
22:32
Well if Brexit impacts meaningfully on KMR share price, there is not much point of idiots like us trying to punt the markets... And DT rhetoric, well that is designed to Make America Great Again, so that leads to domestic consumption (not regression). Ie increased demand for paint. So, sorry, but all this market rhetoric and justification. - sorry but it doesn’t work for me in terms of why KMR share price is ‘stuck’
donkey40
08/1/2019
12:30
Any chance the hotter market might direct some attention this way ....
donkey40
16/12/2018
11:29
- inflection -
murraybasin
14/12/2018
00:17
Jeez, yer man over there is having a craic.... “What don't you get about the confluence of factors around the global macro-economic and political scene? You remain focused on the SP? Shows conclusively you are way to stupid to be a successful investor. You are surrounded by people who are running rings around you tactically and financially, and you are way to stupid to even begin to comprehend it. F--king unbelievable. I even provided the answer months ago, but unfortunately reading comprehension is a prerequisite to moving forward. Seems this is something yourself, Skid1 and Nosirender (duh, major dolt) don't get.” And the Peace chap is just posting for fun to see how big a bite yer man takes ...
donkey40
07/12/2018
08:25
07 Dec Kenmare Resources PLC Berenberg Buy 199.25 - 370.00 Initiates/Starts
libertine
06/12/2018
12:46
Agree - price opportunity like today doesn’t come along too often. Unless of course our bias is somehow blinding us. That said, I have asked myself this question over and over and am still answerless. Note I didn’t say Clueless.
donkey40
05/12/2018
23:34
The curious kitty here is the almost 9% vote against. One wonders, is that a PI revolt against management's remuneration in the face of the 200p SP, or a lender revolt against management's dividend proposals given outstanding loans. I suspect the vote is irrational, so PI. We know full well from the lender agreements that sweep and dividends are bound hand-in-hand so the lenders are not a natural objector to a dividend policy. If dividends are paid out, the lenders also get paid off more quickly under the sweep arrangements, something some of the morons over on LSE seem to have let escape them. Also have to consider if the impact of the EGM on the balance sheet affected the valuation. One expects it should have been neutral but perhaps not everyone saw it that way. Deterioration of current value in favor of future distributions. Exceptional arbitrage if ever there was any. The share price has been threading water with FTSE (@~7000) so is also in wait of a December 11 house vote. Looking more and more likely that Brexit is going back to the drawing board. Retraction of A50 and referendum increasingly getting air time. Anyone's guess as to whether that is seen as market positive or negative. For KMR, I would position for both, namely, hold fast but keep cash on hand in case the chance to increase your stranglehold presents itself. Big money is doing small money shareholders a very very rare favor in this case. The SP, and even more recently, is far detached from the actual value and the prospects of the company. Very rarely an opportunity like this crops up. Not like an O&G multi-bagging bet, just something completely under the radar. If it becomes even more detached, only one thing to do ... every dollar in here is good for at least 50-100%, if not more. Not much like it elsewhere that are not a hit/miss gamble.
murraybasin
05/12/2018
16:14
World’s shortest meeting I think. Motion carried; now apply to Court in early new year and to be in a position to announce a small stipend come 2019 interim results. If you waited this long, best stay put. It really isn’t going down much further. I hope....
donkey40
05/12/2018
00:08
Rumor has it that nobody is interested in dividends.
murraybasin
04/12/2018
23:39
All set for an exciting EGM chaps. I don’t think so.
donkey40
27/11/2018
19:26
I agree Skid and Supa - sack the Board. All of them. Off with their heads and goolies. They are wasteful baffoons and not worthy. I wonder if anyone added up the total volume traded recently ... And best in mind if price is being held down, the bulk of that is simple bed and breakfasting between market makers.... Fair point Contango - legal impediments fully removed post the EGM. Then again that didn’t stop the other lot jumping in early... And we never did establish where those shares came from. Some was Majedie but more than half was from elsewhere.
donkey40
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
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