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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
  -4.00p -1.95% 201.00p 199.50p 201.00p 208.00p 200.00p 206.00p 73,912 16:00:50
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 205.6 44.0 36.1 5.6 220.30

Kenmare Resources Share Discussion Threads

Showing 24501 to 24522 of 24700 messages
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DateSubjectAuthorDiscuss
01/2/2019
00:03
"Money" is trying to strong-arm HMS.
murraybasin
01/2/2019
00:01
The most recent bubble chart I've seen elsewhere, posted by someone on twitter, shows KMR and ILU being the TWO BIGGEST single producers (in production, with earnings) by a LONG margin. There are lots of wannabe HMS prospects talking up their R&R so that they can market themselves to financiers. Anyone advancing loans at this stage in the game wants to have their head examined. Sure, you can lock someone into debt but you can't be assured you'll get it back, ever. In most cases, the only reason for lending would be to dilute the float and take control of the estate from existing shareholders and push them out.
murraybasin
31/1/2019
22:08
Those by the book income fund types should be ready to start buying after tomoro’s hearing. Good stuff! Global Transparency index has Moz a Long way down and with a poor score. Yet I have never got the sense KMR had to revert to meaningful greasing behaviours. I think this is due to them being a project the country can showcase as the art of the possible way up in the remote north part. Given that Govt power and wealth is derived and generated mostly in the south.
donkey40
28/1/2019
19:52
Spot on, except perhaps the 20%+ the market is already down suggests Brexit might already be priced in. On the other hand I know of a trader who just off loaded an investment property in SW USA because he thinks things may head south, but specifically in the USA. I think we can get on without them.
murraybasin
24/1/2019
11:06
Purchase by fidelity it seems last week takes them over the 3pc
datahead
16/1/2019
01:28
The irony I think now is the south no longer want united with the north, yet both sides in the north want frictionless access to the south. To think that those in EU and Uk allowed an imaginary line to stymie a Deal or No Deal ... is farcical. Perhaps bring back Noel Edmunds to host Parliament
donkey40
15/1/2019
20:06
Hopefully she can't be DUPed into any further stupidity ...
murraybasin
15/1/2019
20:06
Will do. At the 432-202 drill site. That was indeed a thorough drilling. Probably the best drilling she May ever receive. I have no confidence that will happen again.
murraybasin
15/1/2019
19:40
Hole - isn’t that what Kenmare does. Dig a big one ....
donkey40
15/1/2019
13:17
You mean Donkey Murray !
donkey40
15/1/2019
08:42
Good morning bremainers. Welcome to today's edition of the Murray-Donkey show.
murraybasin
15/1/2019
00:52
And from the D-camp: JANUARY 10TH Kenmare: Strong final quarter ensures delivery of 2018 projections THE DAVY VIEW A very solid final quarter ensured that Kenmare tipped over the mid-point of production guidance for 2018 and proved earlier worries unwarranted. This update, which marks a successful start to the investment programme to reach 1.2m tonnes of ilmenite production and provides a signal that H1 2019 average pricing will improve on 2018, should be well received by investors. Solid performance in final quarter delivers targets With 275,000 tonnes of ilmenite produced in the final quarter, full year 2018 output of ilmenite reached 958,000 tonnes compared to guidance of 0.9-1.0m tonnes. Production of other products (zircon and rutile) was also on the better side of the expected mid-range of guidance. While the requirement for onsite diesel generators to offset power fluctuations resulted in higher costs than originally expected, for the most part onsite operations performed well and in line with expectations. The outcome for Q4 was helped by better grades and a very strong December, with ilmenite production from the Mineral plant reaching 100,000 tonnes an important milestone as it represents design mill capacity. The balance sheet continues to improve. The group completed the year in a net cash position of $13.5m and reduced gross debt to $83.5m (versus $103m at the end of 2017). Initial guidance for 2019 provided; Kenmare well positioned to deal with markets Preliminary guidance for 2019 points to mill production of 900,000-1,000,000 tonnes of ilmenite, although finished product sales of ilmenite are not expected to change materially from the 2018 outcome of nearly 1m tonnes given existing stock levels available to the group. Some cost creep is expected on a per tonne basis due to lower production rates, and the group also highlights an absolute cost range of $151-167m for the year to allow for the uncertainty surrounding completion of repairs to correct power fluctuations, fuel costs and emerging market currency fluctuations. Market demand for ilmenite was softer in H2 2018 due to destocking by pigment groups, although it is hoped that stock levels will regularise by mid-year. At the same time, signals on the supply side point to reduction in supply from several Far East regions. Regardless, Kenmare improved ilmenite sales to China in Q4 and demand for its product suite remains strong in Europe. On balance, Kenmare expects average pricing to improve in H1 2019. Overall, Kenmare looks well positioned with its suite of sulphate and chloride ilmenite products. Sulphate feedstock demand from China and Europe is firm into the early part of 2019. High grade chloride feedstock supply remains tight and is reflected in pricing. Early part of capital investment programme delivering results; confidence on funding capacity should grow The three developments project intended to take group production to 1.2m tonnes has started well. The 20% expansion of WCP B has been achieved on schedule and below budget and initial production results are up to best expectations. The second project to build WCP C has commenced and is due to be commissioned at the end of this year. The definitive feasibility study to move WCP B to a high grade zone (Pilivili) will be complete by the end of the first quarter. The shift to net cash, allied to strong operating performance, should increase confidence that the scheduled investment of c.$150m over the next two to three years is well within the capacity of the group. Rating: Outperform (03/08/16).
donkey40
14/1/2019
18:10
Yup, if I keep talking sh*t all the time I'm bound to be right once in a while.
murraybasin
14/1/2019
11:42
Thinking you called the delayed trades reporting Murray. 1.5m through Off-book in early trading this morning at 193p. Fingers crossed matters finally coming to a head here.
donkey40
14/1/2019
10:59
Berenberg tip today giving the share price a bit of a boost this morning, it seems.
dogwalker
13/1/2019
11:01
So why is the TiO2 sector soooo out of favour ? And is H1-2019 the year it comes back in vogue ?
donkey40
11/1/2019
20:20
Helluva good post over on LSE by Bucklerfern - Bang on the money !!
donkey40
11/1/2019
15:48
Take a bet on some delayed trade reports today. Looks like someone is trying to manage the price.
murraybasin
11/1/2019
10:24
Look at all the other feedstock suppliers - the sector is presently unloved. Why is that ?? Incredibly odd as supply side is tight; mines are more disciplined now than ever before; price will dictate volume for a change; and the move to chloride process inexorably continues in China. Sure is a bit slow there presently but is nowhere near depressed state. Scratching my head emoji time !
donkey40
11/1/2019
09:56
Nobody is willing to but for 2 quid it looks like ! Get over that it might jump ?
datahead
10/1/2019
19:21
Because Messrs D&C are still dealing from the back of the van and that warehouse overhang needs some volume to clear before we see something like normal trading. Those results and threat of a H2 dividend might get the buying interest started. FY results in early March will be another catalyst event. Then all the other HMS reports to come in, pigment and paint makers and finally some class of trade agreement.
murraybasin
10/1/2019
18:57
I do frequently wonder if message board muppets actually ever truly question why it is that a stock does not perform in line with their anticipated expectations. I remember last time market did that was in the run to first crash after Big Bang way back in the 80’s. Then we were all geniuses; then we thought we were clever. Now here we are - wondering why money managers don’t see the obvious value drivers us mortal retail punters see as ‘so obvious’. So why ...... doesn’t this damned stock lift off ?!
donkey40
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