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% 236.00p 236.00p 238.00p - - - 4,160 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 205.6 44.0 36.1 6.7 259

Kenmare Resources Share Discussion Threads

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DateSubjectAuthorDiscuss
09/6/2019
10:11
Yes Murray, I know even less than Donkey who knows everything about CBM. Just like when he told everybody that gas was extracted from the coal seams using explosives - lol.
wheniamfree
08/6/2019
21:02
Beats me why a successful business man who had 2 previous successes in CBM would, at the back end of his career I imagine, spend so much time and energy developing a small scale pilot project to mitigate risks for the company, shareholders, Govt (surprised he wasn’t named in birthday honours). Just an all round good egg. Let’s hope the flow results (which is the last milestone to tick) announcement out soon doesn’t leave that egg on his face.
donkey40
08/6/2019
18:51
Sounds like he's running out of things to say Donkey, probably because he doesn't know nearly as much about TLOU as he should and clearly knows next to nothing about KMR given some of his obvious newbie errors.
murraybasin
08/6/2019
17:34
Small cap stocks behave erratically hence the high risk / high reward. Also small cap stocks do not always trade at true value, I refer you in this example to UKOG - rose close to £300m MCAP on what is now 50% production share of 220bopd and zero reserves. Wild valuations that are both out of kilter at opposite ends of the scale. And then there are the lobster pots like KMR which whilst generating revenue and with II backing are likely to tread water until the next disaster looms. Nothing to be excited about here.
wheniamfree
08/6/2019
13:24
How come only 6p then brain box
donkey40
08/6/2019
12:35
Brain boxes. If you knew what you were talking about Donkey you would realise that reserve based lending and/or asset sales based of reserves are typically done via 2P/3P levels. Of course - you know all this. As for selling - perhaps look closer to home, 182p and falling.
wheniamfree
08/6/2019
00:40
“Murray you would realise that the only thing between 2MW and 200MW is money.” Pretty much the stupidest thing I ever read. Not really surprising... 2mw requires a certain amount of gas; 200mw requires 100 times more gas. Tlou’s last reserves/ resource statement said they had 1bcf at the P1 level. Can any of you brain boxes determine how much Mw that supports? For how many years? There is a reason someone has been selling en masse for months. And it is amazing how the cheerleaders still don’t know where to look for the answer.
donkey40
07/6/2019
17:19
So, this is what this weeks translated Chinese headlines say when prices are "going down": * Rutile supply continues to be tight, merchants are generally optimistic about the market outlook * New progress in tackling spherical titanium alloy powder for 3D printing * Hubei Xiantao announced the price increase of titanium tetrachloride * High titanium slag prices go up * On June 5, Shuangruiwanji in Luoyang raised the price of titanium sponge due to the rising price of raw materials * On June 1, Xiantao Zhongxing Electronic Materials Co., Ltd. announced an increase in the sales price of titanium tetrachloride
murraybasin
06/6/2019
22:25
What was your Tlou estimate when playing the same game back in late 2017? Way after your bed time babykins
donkey40
06/6/2019
22:17
£10 a share. Your forecasts are as comical as Bucks - why not make it £20 and go one better, he had £12. Who was it who said £5 around the corner and yet.. KMR is trundling around at 190p. Now, let’s divide that by 200 again.....
wheniamfree
06/6/2019
21:24
"Ah, Jabba. The aforementioned skin. The Hut." Can I publish that as a poem?
murraybasin
06/6/2019
19:25
Sadly for our hermit, I doubt he understands the detail.. Still 10 quid a share would be a-ok by me. I do find his historical perspective rather dull and tedious. Maybe he is Oirish.
donkey40
06/6/2019
18:56
"Dividend likely to be minimal based on the above so, what exactly is there to get excited about?" Sale of the company for about 10x EBITDA of $150m (and no debt) after the upgrades are done. Who saw that one coming ... Sort of helps make sense of 2mw and £22m market capitalisation, doesn't it ...
murraybasin
06/6/2019
18:53
Ah the hermit has popped out for a krap. Ok now we have his attention: At least KMR are spending on sustainable Capex, the stuff this is going to keep their over 100 years of resource continuing to produce those boring things like revenues and cash. Or did your appreciation of KMR only extend to thinking the initial Capex was a one time hit, and none would ever be required for evermore? I guess what you really don’t know is that the reserves statement of your pet project is now under the microscope. If you understand the numbers, you will realise they don’t (yet) have enough gas to run a 2mw (never bloody mind a 10mw) plant for 10 years, let alone 30 years per the RFP. Little wonder the share price is again getting hammered. But hey with gullible gumps like you always prepared to sing the praises, they can probably get away with anything. F, but you are so unbelievably stooopid. Cap-I offered. You are on your own.
donkey40
06/6/2019
14:01
$121m project costs. Nice, there goes your cash flow - all money lumped in going forward to cover CAPEX - still also expect a raise (if they can find anyone silly enough to sink more cash in here) Dividend likely to be minimal based on the above so, what exactly is there to get excited about? One to review in 18 months if the big boys can actually get out of this lobster pot.
wheniamfree
05/6/2019
20:18
Ah to be sure, the lads are all fallin out all that over there. BF is surely MC in drag; Skid works in refuse recycling; NoSir is out and out DUP and incapable of changing the record; Peace no longer cares but just pops by once in a while to lob the can of fizzy pop; Greeno and Contango have drifted as well due to realising (like everyone else) the best laid plans oh nice and men, aft gang aglee. Cap maintains his voice of reason, and must surely appear on the register as a mid-tier shareholder (given top tier have 85+% control). All that is missing is Kenmore - jeez I enjoyed his occasional words of wisdom ... Bring him back !
donkey40
05/6/2019
09:12
Your playing with numbers on lSE also ignores fact they could issue eg 20m shares to manage any debt concerns, if they felt minded to accelerate progress. Suspect that won’t happen whilst EIB on the books, as the lack of liquidity being used as the stick to get clear of them. As Long as ilmenite and feedstock needed, this one is positioned nicely. The only shame is we all seemed to call it 3 years too early - salutary lesson when a plc goes through debt restructure and massive refinancing.
donkey40
05/6/2019
08:10
John Meyer probably miffed at BlueJay firing share price Angel? "The Company has today given notice to share price Angel of its intention to terminate the broker relationship with Bluejay." https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/JAY/14092675.html Kenmare's mine is not in Madagascar. Can see now why they were fired ...
murraybasin
04/6/2019
20:46
SP Angel revise down future ilmenite pricing to US $148 per tonne ... We are concerned that the overall increase in global demand for new ilmenite concentrate may be insufficient over the next few years to absorb new production from Bluejay, Base Resources’ new Toliara project and Rio Tinto’s QMM mine in Madagascar as well as an increase in production at Kenmare’s Moma mine in Madagascar. Sentiment over investment in commodities and mining shares feels at a low in the current Trump trade war environment causing us to apply a more cautious 20% discount to the ilmenite price of $185/t in our model.
borromini1
04/6/2019
08:48
That's ok then.Good.
dogwalker
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