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
  25.50 10.41% 270.50 268.00 273.00 269.00 245.00 245.00 235,511 16:35:22
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 205.6 44.0 36.1 7.7 297

Kenmare Resources Share Discussion Threads

Showing 24526 to 24548 of 24875 messages
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DateSubjectAuthorDiscuss
22/2/2019
22:59
"118 lol" We are gifted to have new experts along to help us find our way.
murraybasin
21/2/2019
23:20
Miton are the first significant Income Fund institutional shareholder. So if they are a sign of the future owners here, then maybe these 5, 6 or 7 quid share price predictions are never going to be seen. Did SGRF really dump in $100m to receive a dividend cheque twice a year? How is that going to claw back the previous 20% M&G pretty much lost first time around? Are Capital throwing in the towel, and following Majedie through the exit after over a decade of support. EIB, the most unusual of long term holders are still hanging in and sold down a minimal number to feed Miton’s appetite. So it starts behaving like an income stock, meaning share price large appreciation is unlikely. Then low and behold a couple of chartists jump on the board and start taking an interest. It’s a funny old world following this one !!
donkey40
21/2/2019
19:01
Majedie are known to want out, nothing personal. EIB are known to be wanted out, personal. Capital Group is the odd one out here. They have persevered this far. No reason for anyone to sell at £2 to enable anyone else to increase position. Supply and demand should determine the market. Miton Group: Previous 5.48% Current 7.67% (up) Majedie: Previous 3.65% Current 2.55% (down) EIB: Previous 7.15% Current 6.99% (down) Capital Group: Previous 6.50% Current 4.70% (down)
murraybasin
21/2/2019
14:29
What are peoples opinion of Miton, they keep popping up in a few places that I'm looking in at, at the moment.I may be wrong but their lead SMcap manager recently left too.
plat hunter
21/2/2019
13:01
So Capital, EIB and Majedie have sold down some shares to enable Miton to increase their position. Some see that as bad; others see it as good - interesting that M&G and SGRF are unchanged. Presumably any new serious Buyers can be filled from the 50+% owners
donkey40
19/2/2019
14:56
Some of us been wondering that for over 3 years now.
donkey40
19/2/2019
14:14
Bit of a mystery as far as i am concerned too.
spooky
19/2/2019
13:36
Chart is presentlystill in negative trend. Appears therefore that the market is still not so keen. Any explanations for that anyone?
thorpematt
18/2/2019
12:56
Primed or priming…. don’t see either for now. KMR have enough to get on with their 150M capex in the next couple of years, plus logistics of the big move and would MC at this age wish to go looking for new, additional challenges elsewhere at this stage in his life. Doubt it. Still, interesting question. From 2021, how to keep growing or resign themselves to being a steady state cash cow. T/O – resources, Africa, env. controls back home.. think would have to look East, possibly Lomon B. and if so, at what price. Not at anywhere close to present M/C. If there was someone coming, think share price would not be surpressed artificially but would be the opposite… reflecting the possibility…. so this is as good a guide as any to lack of activity.
caposoka
18/2/2019
08:47
Something about ‘white ghost of the night’ sticks out, can't quite put my finger on it.
murraybasin
17/2/2019
21:28
Jeez Cap - you made it all sound so simple. So what does the mgmt team do all year round ? Ben is busy with Production; fixed the barge; they sell to about 6 customers; refreshed the website a year back; moved to nice offices; have loads of cash in reserve accounts; have cheap debt funding so no incentive to early prepay; now profitable and soon to pay a maiden divi. Only thing left I can see to resolve is the ‘white ghost of the night’ debacle.... Primed for a takeover or priming to take something over ??
donkey40
17/2/2019
18:49
Cap, I fancy a holiday. Flying in somewhere for a spin on working boats appeals - any thoughts?
murraybasin
17/2/2019
18:00
True that !!
donkey40
17/2/2019
11:21
I can't add anything here. I don't know anything about this kind of stuff.
murraybasin
17/2/2019
09:36
If you wish to do some research on KMR, there are plenty of reports and production updates from industry players where you can get a good feel for the market outlook. You will quickly appreciate that KMR sells 2/3 ilmenite, 1/3 zircon by revenue. Both commodities have effectively doubled since the low point. The zircon price is being controlled by the major suppliers through release of existing stocks to suit market demand as major price increases from here could lead to product substitution. Likewise, there is a price linkage between alternative uses of ilmenite or rutile. If you look at KMR’s analyst presentation (1 Feb) you will see that KMR will grow revenues primarily from increasing production of HMC to 1.3Mt p.a. from current 1.1Mt p.a. on a mostly fixed cost base. You may be reaching the correct conclusions but may be not for the right reasons. GL.
caposoka
17/2/2019
08:37
Murray...Kenmare's earnings much like every other resource company are leveraged against the the under lying value of the commodity price.I understand that it's possible to develop investor fatigue during times of industrial contraction. But that's not to say the horizon will never change.Good luck old bean
plat hunter
16/2/2019
19:58
Still would like to know where this massive increase in revenue is coming from? Margins are not going to leap, shipped volumes either?
murraybasin
16/2/2019
08:27
Thanks Donkey... definately didn't roll my eyes
plat hunter
16/2/2019
06:21
Plat - the chart may show something close to the range you mention (even though you neatly extended both ends to suit your basis) but the volume has been minuscule. Especially when it was trending below 2 quid. Personally when this one moves, I doubt you will get much chance to buy and sell. And whilst I will look at Glencore, if your basis of EBITDA explosion is only down to a change or resolution of VAT rules - then good luck to you mate. You gonna need it.
donkey40
16/2/2019
00:52
Where do you see this massive increase in revenue coming from?
murraybasin
15/2/2019
23:09
Donkey...I always try too :-P. Glencore's is on the verge of entering into an agreement that will negate the VAT issuevl their and will effectively double their EBITDA from their copper projects in Zambia.Worth a look and is similarly under valued as Kenmare, based on future earnings.
plat hunter
15/2/2019
23:02
'Re your post about about financiers pushing out the PI'sCheck out WRES.. Creditor is BlackRock for 30 million. Loads of warrants issued and excersises by the creditor. Marches up on PI activity whenever theirs news.. The the biggies start selling into it.Currently delays on build
plat hunter
15/2/2019
22:04
Skiddy pantz, if the head honcho trends up, then tis a fair bet the rest will, at some point, follow. In fact, I would bet money on that ! Plat, old chap. You now have a choice to make. Choose carefully and wisely.
donkey40
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