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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
  0.00 0.0% 224.00 221.00 227.00 227.00 221.00 226.00 372,050 16:35:27
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 204.3 37.7 30.9 6.9 246

Kenmare Resources Share Discussion Threads

Showing 24926 to 24945 of 24950 messages
Chat Pages: 998  997  996  995  994  993  992  991  990  989  988  987  Older
DateSubjectAuthorDiscuss
22/5/2020
18:08
A NED spends £100k on this stock over last couple of days. Can't be a bad sign!!!
albo
14/5/2020
14:26
Thanks Cap. It is hard to see any major projects in Africa proceeding along anticipated timelines due to C19 disruptions. A frustrating continent to do business for sure!
donkey40
14/5/2020
12:36
More generally, thought they would be further ahead but grade drop off has been more severe than I appreciated it would be so production / cash generation is what is. KMR were comfortable enough to add USD 15m capex for Y20 in form of the MSP upgrade which should have a rapid return. Not sure of current timing with ongoing C19 issues. Yesterday did not give any positive outlook for WCP B move and getting people in and out the country. Hoping that if push comes to shove, KMR’s 5% contribution to Moz exports will lead to some exceptions being made although more realistically think greater good will prevail and they will be in same boat as everyone else. Certainly a large risk to plans at present.
caposoka
14/5/2020
11:33
Net cash at year end was USD 13.7m but it fell to net debt at USD 9m at Q1/20 end – ie the slide corresponds to the last trading update. Reason for fall in cash was that approx. USD 25m of Y19 capex was kicked over into Y20 due to delay in WCP C commissioning, ie year end position was a little flattering.
caposoka
13/5/2020
10:15
Cap - I didn’t follow the numbers on slide 13 of 20 of AGM presentation. Saying cash of $102m and Debt $111m (before drawing the $40m RCF). I thought net cash position was much better than that?
donkey40
07/5/2020
00:16
Share price strength allied with Low trading volume suggests transfer of EIB position is continuing stealthily.
donkey40
29/4/2020
16:28
And not before time.
spectoacc
29/4/2020
16:26
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.
donkey40
28/4/2020
14:30
A little director buying.
spectoacc
26/4/2020
23:04
Omanis are basically the owners of KMR and given the country’s wealth is generated from gas, I feel they are a solid partner for KMR ahead. As long as KMR keeps generating cash over the years (short term blip is ok) to pay dividends. And that seems to be all that KMR is now - a one trick pony to generate cash and reward the shareholders who bailed the company (and current mgmt) out. The 30% and 20% shareholders simply can’t start drip feeding their shares into the market and hope no one notices. With EIB gone, question is who is buying. Plus we might get to see 150p ahead ... Maybe even 120p if things turn really nasty.
donkey40
20/4/2020
14:59
Lordy Lordy Lordy... So EIB are selling down at long last. 6.55m down now to 2.5m shares. Annual report shows they had 6.5m at year end and since there were no days trading where major volume was reported, this suggests EIB have been drip-feeding into the market. I wonder if they have been fully compliant with reporting rules on crossing % threshold holdings though as the drop from 6% to 2.3% now ? But no matter. This is good news longer term imo.
donkey40
19/4/2020
15:38
That is always the crux of the bickering imo.Traders buy and sell volatility and investors buy shares that are relatively cheap compared to financial strength and future cash flow projections.Unfortunately some people think that their way, is the only way to skin a cat.
plat hunter
18/4/2020
17:40
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).
donkey40
15/4/2020
11:50
Under £2 is a bargain that's all i care about.
plat hunter
14/4/2020
08:49
And up pops a filtered troll, perfect example :)
spectoacc
14/4/2020
07:24
Sadly a few attention-seeking trolls - often multi-handled - spoil most BBs. An easy solution tho - the Filter button. Since it's mostly the same cretins, only need to filter them once to not have to read anything they post elsewhere.
spectoacc
11/4/2020
11:31
Probably an ex-employee or someone who had a local beef with the family in Warrenstown.
murraybasin
10/4/2020
22:25
But hopefully the conversation can be steered towards current circumstances. I personally am worried that Covid is just warming up in southern africa
donkey40
10/4/2020
22:24
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....
donkey40
10/4/2020
20:35
The business is going to be crushed during 2020. Nothing to do with what that idiot says. He's a retrospective predictor. Forward observation was key here.
murraybasin
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