| Date | Subject |
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07/5/2020
00:16 | donkey40: Share price strength allied with Low trading volume suggests transfer of EIB position is continuing stealthily.
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29/4/2020
16:26 | donkey40: Both EIB and Aberforth have been remiss in their filings. Also, the volumes through the market do not support their change in shareholding’s, with EIB down 4m shares (and presumably still selling) and Aberforth filing your day they hold 4.8m shares.
What is the point of a publicly traded market if companies can seemingly circumvent the rules on notifications and thresholds.
The share price strength past couple days is however good to see. And also unexpected.
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18/4/2020
17:40 | donkey40: Yes, on a stretched short term to a medium view, I agree !! Markets will, I believe, be subject to periods of heightened volatility ahead - both before and after lockdown ends. With shares here held tightly by 5 big players, maybe there will be days ahead where the share price drops again on relatively light volume to the 150p level short term (could be margin positions being unwound).
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10/4/2020
22:24 | donkey40: He does seem to like to hark back to 3+ years ago when posters were having a bit of fun predicting the future share price level. Surely he can move on ... or does his profile name give a strong steer to his political allegiance?! Derry’s Walls and No Surrender are clear signals of an ability for long remembrance and a fondness for history battles....
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10/4/2020
20:16 | donkey40: With a bit of luck, fear and anxiety over covid will drive the short term share price down again to 150p level. Then it is the steal of the century !!
Crazy gang on LSE posting and bickering about who was right .... and some are moaning about KMR management drawing down the balance of debt facilities. Plain and simple, that was the smart and clever thing to do !! The longer this outbreak go on (and it really hasn’t yet started in Africa), the harder it will be to get cash from banks as others will increasingly draw down cash reserves.
What the short term price is - nobody knows. But taking the longer term view - we may already have a great entry (or average down) price. And that could get even better in the near term days ahead.
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21/1/2020
00:39 | donkey40: I like that share price nudging again to test and hopefully breach 240p level. If that holds, I see a run to 270p range.
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31/12/2019
18:03 | donkey40: HNY greetings and all that. I am still poor thanks to KMR, so really I ain’t much in the mood to big it up.
I have long held the view that KMR share price is stage managed to suit others particular outcome. The share price jumped from the 210 range to 230 range last week, on thin volume. That got me thinking. That got me thinking either Oman or M&G wanted it higher at year end - why?
Why is easy - gaited funds and all that so pressure elsewhere within M&G to show good year end liquidity and valuations (within reason). Take the ‘look after the pennies’ approach - and year end valuations etc look better than they otherwise might.
Then I decided to test the market yday and today. Sold a few shares yday at 235p but there was no appetite for buyers to drive it higher. So today I stuck shares to sell at 234p, 235p, 236, 237p, 237.5p and 238p.
234 went immediately. 235 went after about 40 mins. 1 share of mine (on to sell at 236) went last trade of the day.
Year end close 236. That is the level they wanted (235-236). Now I expect it to trade backward quite quickly in first 2-3 weeks January - between 210-220 range. I personally don’t think the exact year end numbers matter - everyone reasonably knows these are within the guidance range. Shipments will dictate the final Revenue figure for 2019 and if this is less than expected, we can expect great attention piled onto outlook for ilmenite in 2020 (started with a bang).
Reality here - one mine and a set suit of products to produce and sell. Dominant position in the market. Tough place to do business but they should, by now, know how to co-exist there reasonably successfully. The problems are what management are paid to manage through...
It’s all quite boring really !!!
HNY
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17/12/2019
09:53 | petomi: I agree it's not too bad if pricing environment remains positive and they can ship from inventory. Hence modest share price reaction. But it's pretty poor to report a production miss so late in the year.
Good luck to all LTHs.
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27/11/2019
10:34 | borromini1: Anyone know why share price has drifted down recently?
Anyone know the current or short term Ilmenite, Zircon or Rutile spot prices per metric tonne?
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06/6/2019
18:53 | donkey40: 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.
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PLUS1
