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
  -8.00 -3.86% 199.00 198.00 199.00 205.00 199.00 205.00 43,594 16:35:13
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 204.3 37.7 30.9 6.0 218

Kenmare Resources Share Discussion Threads

Showing 24726 to 24746 of 24925 messages
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DateSubjectAuthorDiscuss
11/6/2019
20:20
2022 operating margin probably north of $150m. Price an acquisition on that basis, after all of the development capital programme has been done.
murraybasin
11/6/2019
17:02
SteMis - because one particular large II is presently exiting. And the market knows this, and the shares will not advance until this clears the market. Yes the story here is stale to certain people. There are those who are bitter and twisted about past performance; fair enough nobody likes to lose money. But money management is about future performance so get over it and decide if you are in or out. The current price weakness is nothing more than a function of someone large exiting and is taking time to absorb. There does not appear to be any Mine performance issues or product side issues driving the current price weakness. Despite what other knuckleheads would try to have you think.
donkey40
11/6/2019
15:43
Why are non of the majors sniffing around this? It's only valued at 30% of tNAV. They only have to talk to pretty much two shareholders.
stemis
11/6/2019
14:32
Of course danger, however KMR is a well known business and already has a raft of II backing some of which are stale to say the least. As buck continually points out, liquidity is an issue so the lobster pot could get an airing via Peel to shift stock around. It could also be sounding the market for capital which, is usually the case - nice little bonus for their troubles also. Some big development plans all of which are to be funded from projected cash flows, once achieved production should/would increase but what will be the sale price of product at such time? They have missed the peak of the cycle. Already starting off with additional costings of WCP B of circa $5m isn’t really setting the world alight. There is nothing to get excited about for over 18 months and this of course is assuming all goes to plan, on budget and with no hiccups.
wheniamfree
11/6/2019
13:47
Probably the usual reasons: they think the broker will help raise awareness of the company through research or presentations, will help manage any overhangs where large shareholders want to sell, source large blocks of shares for large buyers, advise on any corporate deals or structure. Helping to raise equity may be one of the functions of a corporate broker but by no means the only one. Inferring an equity raise from a broker appointment is a bit like inferring that they are in takeover talks because they didn't immediately reply to an email!
dangersimpson2
11/6/2019
13:38
You tell us all please Wendy ....
donkey40
11/6/2019
12:49
Why the appointment of broker, additional costs for what else?
wheniamfree
11/6/2019
12:26
But the company has specifically said: 'Kenmare intends to fund the total capital cost from its balance sheet and internally generated cash flow.' Paying a divi while raising cash doesn't make sense, but there appears to be no indication that they need to raise any cash so very much an academic statement at this stage.
dangersimpson2
11/6/2019
11:20
Touching 175p, 150p next - when is the equity portion coming and if things continue at what price are people willing to back it? There is absolutely nothing to look forward to here, major risks on economical levels excluding those at operational. Paying a divi whilst likely raising cash doesn’t make much sense to me.
wheniamfree
10/6/2019
22:25
Kind of read as of today, if the ministry thinks you are the emperor with no clothes, you're out. Testing time for the 2mw and 97m bidders ...
murraybasin
10/6/2019
21:53
Wrong board - sorry. Transferred across.
donkey40
09/6/2019
12:24
Frack, fruck, schluk or shlick. Who gives a sh1te when you’re a plrick. Wendy - how your stock doing. This time you can’t blame me for what the Govt of Bots are saying... Any views on their press release - or was that too difficult or disappointing for you to process... Tender still in progress; not yet awarded... How long will the cash last this time ...
donkey40
09/6/2019
10:49
I think he might have got one over on you with that. Not surprised.
murraybasin
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
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