| Date | Subject |
|---|
15/9/2021
12:01 | spectoacc: Feel very confident about KMR - though won't be a straight line!
|
20/8/2021
15:32 | spectoacc: Trebled holding today, hadn't sold or bought more for an age (and prior to that, mainly sells of cheaply acquired stock).
Just think with the big (& risky) CapEx done, we should see a blow-out earnings year next year, & KMR is going to look screamingly cheap/take-over-able. I'd be surprised if it was still listed say 3 years from now.
Downside - Covid, weather, industrial action, country-specific strife. But all feels in the price IMO.
|
20/8/2021
10:57 | yellowstoneadvisory: If you missed the Kenmare Resources (LON:KMR) webinar yesterday you can catch up via the recording below. The company reported record H1 results and the second half has the potential to exceed H1 as the company benefits from higher commodity prices and higher production. This all bodes well for further improvements to free cash flow and the dividend where mgmt have committed to returning at least 25% to shareholders.
Https://youtu.be/UAE_mWS2WWg
|
18/8/2021
07:31 | yellowstoneadvisory: Kenmare announced a very strong set of HY numbers this morning. Revenues +51%, EBITDA +121%m PAT +278%. Interim dividend 7.9c +217%. FY production guidance reiterated, Pricing outlook improved for H2. Scope for FY numbers to be upgraded.
There is a webinar for private investors tomorrow at 5.30. Register
Https://us02web.zoom.us/webinar/register/7416276430327/WN_Z3shuRSnRZWsThGrieuYrQ
|
18/8/2021
07:05 | spectoacc: Seems to read well:
Statement from Michael Carvill, Managing Director:
"I am delighted to see the capital investment and the hard work of our teams over the last three years generating significant increases in production and sales volumes. This is also translating into higher profitability. H1 2021 EBITDA is up 121% on last year and profits after tax are up 278%. As a result, we have increased our interim dividend to USc7.29 per share, more than triple last year's interim dividend.
We remain concerned by the rise in delta variant COVID-19 cases in Southern Africa. Therefore, I'm particularly pleased that we completed the first round of COVID-19 vaccinations for our Mine employees and contractors. Local community vaccinations have also commenced.
We remain confident in the outlook for annual production and re-iterate our guidance of 1.1-1.2 million tonnes of ilmenite in 2021. I am pleased our RUPS decarbonisation project, targeting a material reduction in CO2 emissions, is underway. Market conditions for titanium feedstocks remained strong in H1 2021, with pricing strengthening quarter on quarter. The outlook for zircon has also continued to improve, with price increases during the half and continuing into H2 2021 to date."
|
29/4/2021
14:54 | dunns_river_falls: Just keeps on nudging that 440 price. I make that 11 times. It's coming to decision time now. Breakout or drop back a bit and regroup before taking another crack at it. Either way it's going to bust through in some style, Come on KMR let's see £5 plus!
|
15/4/2021
08:35 | ukgeorge: Hannam & Partners has a 540p target
also expecting "targeted dividend pay out of 25% of profit after tax in FY21"
Which would be nice :)
|
24/3/2021
07:21 | yellowstoneadvisory: KMR FY inline, guidance reiterated. Divi raised 20%, and higher confidence in long term prospects reflected in commitment to raise payout to 25% of PAT from 20%. Pricing improved in 2020 and momentum has accelerated in the past few months.
There is a webinar later today at 5.15 when MD Michael Carvill and Head of Corporate Development and Investor Relations will be presenting and answering your questions.
Register: hxxps://us02web.zoom.us/webinar/register/5116142671285/WN_aO_FcjIvR7SWma7ImTI7tQ
|
26/2/2021
09:55 | yellowstoneadvisory: KMR FY results on Wednesday 24th March, webinar for private investors 17:15 that day.
Presentation and Q&A with Michael Carvill MD and Jeremy Dibb Director of Corporate Development and IR
Register
hxxps://us02web.zoom.us/webinar/register/5116142671285/WN_aO_FcjIvR7SWma7ImTI7tQ
|
11/1/2021
20:20 | spectoacc: Thanks @UKGeorge, can tell I'm going to like that just from the title - notwithstanding Tesla went up for 11 consecutive days after that video..
KMR chart starting to look like Tesla's was, and long may it continue - KMR is cheap :)
|
PLUS1
