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
  +0.00p +0.00% 201.00p 202.00p 205.00p 205.00p 197.00p 197.50p 122,778 15:33:30
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 205.6 44.0 36.1 5.4 220

Kenmare Resources Share Discussion Threads

Showing 24551 to 24566 of 24750 messages
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DateSubjectAuthorDiscuss
14/3/2019
18:41
Of course you’re right they could raise equity. Think it is highly unlikely as a) cash flow will be sufficient; b) bank loan would be preferable c) they could slow things down or pay less in cash sweep etc etc. You are much more experienced on these matters but hopefully I am on the right track. I only banged on about it as finding a new more flexible arrangement came up as in the Q&A and Nosir asked for an opinion. The fact they considered it, took no action to date and the issue will diminish as the debt is repaid says it all for me. At least it was a topic to chew over instead of lamenting the share price hadn’t gone up!
caposoka
13/3/2019
23:25
LSE lads are bickering tonight. Clearly they would need a certain level of EBITDA to generate enough cash to repay capital, then allocate a meaningful enough amount to cover cash sweep and dividend and some for interest (not the big deal NoSir is trying to make of it) and an increasing amount for Tax. So aren’t we the clever clogs that thought things would simply and quickly default back to the simple approach of play the cycle. Cap - they could always issue a bunch of new shares to finance some or all of the Capex to relocate to Pilivi. But no - there is a complete 180 degree turn in modus operandi compared to the old Kenmare. Still, all these projects and preparing for dividends and keeping things super tight keeps management busy (but I imagine not too stressed). And guess who the only people doing well here at the moment are....
donkey40
13/3/2019
10:29
Donkey, I struggled with that too at first glance. Appears to be a (too) clever presentation of figures to show a downward trend when actually the costs are rising but haven't looked at it again - yet.
caposoka
13/3/2019
10:19
I struggled with the reconciliation of cash costs per product. Collectively up in total for 2018, yet saying ilmenite was actually down. Which means zircon, futile and concentrates well up. Yet these are small % of production/sales, so that doesn’t make sense in first glance to me.
donkey40
13/3/2019
09:06
Conference call was encouraging (imo) - Also available as a webcast-
pugugly
12/3/2019
20:52
What's delayed variable substitution got to do with anything?
murraybasin
12/3/2019
11:08
Results tomorrow yawn !n!
datahead
06/3/2019
23:24
The poor wee fella is just a tad kranky with his LSE mates. And misses his good olde buddy Kenmore since he was the only only that ever talked any sense on that board. Plus of course the ever dependable unflappable Cap.
donkey40
06/3/2019
22:05
What you on about Murray?
plat hunter
06/3/2019
21:55
It seems one of the two realized this is a long game and has backed off. The other one has an IQ of ~0.
murraybasin
04/3/2019
21:45
One man said, may the 4th be with you. Another said, I'd gladly pay you Tuesday.
murraybasin
28/2/2019
14:09
Will give you that one. Sleep walking beauty now out of the way for a substantially reduced award. Results soon and should be good, solid, bullish. The question is - is that the trigger or do we continue on building the base which coincidentally is the same price as the Material Deleveraging price (or slightly lower) from 3 years ago ?! Dat da part dat nooo make sense ! However Kinsella would appear to be closing the book on legacy issues. Time to prosper soon me’thinks.
ih_658216
27/2/2019
21:18
Wait for the floor Donkey, it's the safest place to pick up a falling knife from. Sustained period in this range is good, "the longer the base the higher in space"
plat hunter
27/2/2019
00:12
End of Feb and still twiddling. What are the TA and chartist clevers now saying ?!
ih_658216
24/2/2019
14:06
Thanks for your unparalleled insight. Always good to know we got folks like you to keep us from beating ourselves up too much. You are a beaut mate xx
ih_658216
23/2/2019
08:42
Looks like we have another 'DelBoy' ... turnaround specialist waltzes in full of the joys of spring and still waiting for two-eighty to come around 12 months on.
murraybasin
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