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Kenmare Share Discussion Threads
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|Potentially, some of the good news re ilmenite price increases could be in the share price already, hence the lackluster performance following the Q1 update.
Agree KMR appears undervalued, however if the share price slips to perhaps the 270p level (seen in early March)that could be a major buying opportunity IMHO.|
|The market generally is nervous & many miners have been taking some pain - even though China data strong. But given geopolitical uncertainties one can understand the risk off mindset.
Having said that, the ilmenite/TiO2 market does seem very strong - see daily price update on Ferroalloynet & the quarterly update from Iluka. Also Base Resources has been doing very well on ASX.
KMR's next financial update should make good reading - albeit that I assume quite a lot of the recent ilmenite price surge will not be seen until H2 because of sales contracts for H1 already having had prices fixed. The "problem" is that those figures will not be released until August.
Given that timeline and KMR's history it could well be that not much will happen to the share price over the next three months. Or alternatively news from other companies/ the TiO2 market may produce some positive movement. Meanwhile I believe that KMR (& BSE) are very much undervalued.|
|Clearly the market is not overly impressed with the Q1 RNS.|
|jonwig, just spotted this extract:
The Capital Raise will be conducted in US Dollars. The Issue Price is
US$3.132 per New Ordinary Shares (reflecting a proposed 1 for 200
consolidation which will be implemented as part of the proposals).|
|I see that I held this in 2007! Anyway, it was tipped last week (BUY) in IC, for what it's worth. I haven't had the time to examine that in any detail yet.
I assume from the huge share price that there was a share consolidation at some point ... 100:1 maybe?|
|Locked in at peppercorn prices. The sales dept are tom tank.|
|nothing new today really - was hoping some clarity on wat prices they are locked into for future sales|
|Looking odd when others in sector are all booming along today?|
|had a nibble here yesterday
|NYB , you're on the wrong board, all the fantasists and loonies are on LSE.|
|NYB, I wouldn't get too excited, I've been here for years and they've let us down time and time again. Yes there does seem to be a bit of light at the end of the tunnel.....but it wouldn't be the first time!|
|Bought in this morning, looks positive going forward, just waiting for (VAST) to breakout and also (PVR), patience is the name of the game.|
|Not a single soul here goody good|
|good numbers - mostly in the price I think but all positives - just gonna take time|
|The wide spread changes in this company is fascinating to watch.|
|Bought my first lot at 220p and topped up today. The price of Ti rich ilmenite is increading, because of demand from pigment manufacturers. This will make a big difference to their profit|
|moving up very fast here!|
|big volume today funds buying in?|
|Would that be Carvills pension fund>|
|I agree - am down loads but bought more earlier in the week - think I need it to go to a tenner to get back to quits but I am not giving up - pension fund for me this one !|
|Going into fste small cap index? This has further to go with little free float|
This is the link to the article in the Belfast Telegraph
Might be a bit of milage left in this share after all !!|
|Not having any money makes you into a good negotiator'