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
  3.50 1.79% 198.50 199.50 202.00 198.50 198.50 198.50 214,384 13:30:05
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 204.3 37.7 30.9 6.3 218

Kenmare Resources Share Discussion Threads

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Must be down to Mikey No Mates then.
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’
Any chance the hotter market might direct some attention this way ....
- inflection -
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 ...
07 Dec Kenmare Resources PLC Berenberg Buy 199.25 - 370.00 Initiates/Starts
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.
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.
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....
Rumor has it that nobody is interested in dividends.
All set for an exciting EGM chaps. I don’t think so.
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.
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.
Lads lads lads, all very lively stuff earlier on LSE. Good banter !!
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 ....
We might as well all say now Merry Xmas and all the hairy chest for 2019. Damned frustrating.
Anyone got any idea what all that above was about ?
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.
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.
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