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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
  0.00 0.0% 410.00 406.00 410.00 419.00 404.00 419.00 21,194 11:30:07
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 204.3 37.7 30.9 13.6 450

Kenmare Resources Share Discussion Threads

Showing 24676 to 24698 of 25050 messages
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DateSubjectAuthorDiscuss
09/5/2019
12:58
Cholera epidemic worsening; Https://www.voanews.com/a/mozambique-scrambles-to-contain-cholera-outbreak-/4909605.html
wheniamfree
08/5/2019
10:41
Skid - I hope you read over here about KMR. Give your endless baloney a rest mate. This company isn’t being run for the likes of you, me, Bucklerfern, Peace or NoSir. Cap is calling it 100% spot on - he spots an obvious market pricing dislocation and he is buying into it regularly at bottom prices. His day will come; as will KMRs; as will Oman and M&G and all the big boys. You and your stupid point about PR is exactly that - stupid. They have 5 investors holding 85% and don’t need PR.
donkey40
07/5/2019
19:21
The price is the price. Check the volume. 3.5m shares traded, most off-book. That's likely to precede something. Equity raise? They still have close to $100m cash knocking about, and will do that annually going forward. Yeah, we need to raise money ...
murraybasin
07/5/2019
13:03
Whatever it is, they are likely trying to get it done pre AGM on 14th May
donkey40
07/5/2019
12:10
it can still bounce of 182 to confirm the range yet... If it does then I 'd be thinking that it's all priced in. When I have followed companies with such a long base as what seems to be developing here, there usually is an inflection point RNS at some point. Sometimes it's a TR1 showing more support, or as you say a placing to add value. What normally then follows is the breakout and multibag gains.
plat hunter
07/5/2019
11:59
190p breached. Nothing breath taking on the horizon except a potential equity dilution to fund their development strategy. It’s all in the RNS, other avenues to be explored. I think the market are under the same impression. 150p raise?
wheniamfree
02/5/2019
20:22
Looks like someone is poking the bear.
murraybasin
02/5/2019
07:53
I will certainly be curious about that too.
murraybasin
02/5/2019
06:27
I seem to remember similar posturing in the 2 /3 weeks prior to AGM last year. I wonder what the answer will be this year about lack of share price progress.....
donkey40
01/5/2019
17:02
See someone laid down almost 1/2m today.
murraybasin
29/4/2019
18:17
Tightening ilmenite market; who would benefit from that?
murraybasin
29/4/2019
16:52
Unbelievable - so are we now talking about Kenmare being a controlled company/stock. If so, there are tax implications around this - is about bloody time this was let run to 3 quid plus. The current trading levels are clearly a stock in a controlled or manipulated situation.
donkey40
29/4/2019
13:25
From Base Resources today: "Constraints on the global supply of sulphate ilmenite and high-grade chloride feedstocks (including rutile) have continued into the quarter. In particular, supply of ilmenite from two of the major ilmenite producing countries, India and Vietnam, has declined sharply. In India, a recent blanket ban on private mining of mineral sands by the national government has added to existing bans on mining and exports by state governments in the major producing states of Tamil Nadu and Andrah Pradesh. In Vietnam, export quotas for ilmenite need to be renewed for some producers and the relatively high cost of production, together with the uncertainty of obtaining future export quotas, is restricting mining activity. Chinese pigment experienced a strong increase in demand following Chinese New Year and pigment producers were able to secure price increases for their pigment through the quarter. The improved conditions have resulted in increased pigment production activity which has maintained a high demand for ilmenite. These conditions have continued into the start of the seasonally strong June quarter. The emerging ilmenite deficit being created by strong demand and supply restrictions has resulted in a strengthening ilmenite price through the end of the quarter and into the June quarter. Demand for Base Resources ilmenite from existing customers exceeded the Company’s ability to supply and there has been a significant increase in enquiries from new customers globally...."
sharpshare
29/4/2019
07:03
Mozambique situation 'worse than thought': UN agency Pemba in north Mozambique has had more than two metres of rain and flooding since Cyclone Kenneth. Our mine is on the coast of the Northern Province of Nampula at Moma, some 160km South of Nampula city Looks as though the mine may have escaped again but terrible situation in the North of the country - Sympathies to all impacted.
pugugly
24/4/2019
19:40
I vaguely recall, as one does, that there was also the prospect of a special dividend, buyback, or both.
murraybasin
24/4/2019
18:33
I am not here to knock anyone but when someone is posting rubbish simply to provoke others, it makes it all a bit dull. Decent craic would be a different matter. Shares in circulation – 109M, has been thus for nearly 3 years. Stocks – circa 200kt, has been thus since year end 2014 and +/- ever since to take out the bumps on the road. Capex - not to tread water but increase production by 20% by 2021. Cash – enough to pay off debt by 2021, fund 145M capex and have enough left over to pay 20% on NP in dividends.
caposoka
24/4/2019
16:46
I'd forget it. The guy is clearly clueless both as to the balance sheet, operating margin, expected capital costs, and shipping. Here's an example: Jetty output is 1000tph and transhipment capacity is 7368t. If they only make one trip per day they can still manage 2.6mt per annum. The shipping capacity far outstrips the mine output of 1mt or target of 1.2mt, hence weather outages are not a problem. They should in reality be able to handle 100kt per week.
murraybasin
24/4/2019
14:24
Yup, the lack of constructive response told me all I needed to know
donkey40
24/4/2019
12:12
The absence of a constructive response should tell onlookers all they need to know. Spending money to tread water and maintain production figures and stock piles whilst increasing operating expenses against a down turn in commodity prices (outside of all other risks) does not make this a growth stock. As for your consistent drone of EBITDA, it appears the market aren’t convinced and nor are major holders Majedie who are running for the exit on whatever minimal liquidity becomes available (the stock is stale). Prior to last year end where KMR posted their first year profit in a while can you tell me how many years prior they posted a net loss? What PE multiple can you apply to such abject failure? I will be surprised if, given all of the risks and uncertainties they don’t close out the year at another loss without total depletion of stock piles. Should PEEL and co come a knocking what price do we propose the raise will be? 175p, 150p?
wheniamfree
24/4/2019
10:16
...”how they propose to cover the $145m Capex on existing revenues”. Like I said guys, it’s pointless arguing with this mental giant!
donkey40
24/4/2019
09:33
Oh and to top it off MC and crew are still earning a crust at the helm despite their past performance of total shareholder destruction. That’s my reference to the 200-1 consolidation, rather pertinent since you keep forgetting to mention it when you state there are 109m in issue.
wheniamfree
24/4/2019
09:31
I’d also like to see how they propose to cover the $145m CAPEX on existing revenues. Their operating costs have increased, the grades are falling, they have traded flat the rally in the cyclical commodity market, their shipping numbers have taken a substantial knock, the region is rife with increased terrorism and their are a number of weather phenomena’s blowing the doors off. Sounds perfect.
wheniamfree
24/4/2019
09:24
Donkey, this board is to discuss KMR stop making it all about yourself. I have an interest, storms a brewing.
wheniamfree
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