Buy
Sell
Share Name Share Symbol Market Type Share ISIN Share Description
Kenmare Resources Plc LSE:KMR London Ordinary Share IE00BDC5DG00 ORD EUR0.001 (CDI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -3.50 -0.8% 432.00 431.00 436.00 440.50 430.50 434.00 29,846 16:35:05
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 337.2 101.5 87.3 4.5 474

Kenmare Resources Share Discussion Threads

Showing 25176 to 25200 of 25200 messages
Chat Pages: 1008  1007  1006  1005  1004  1003  1002  1001  1000  999  998  997  Older
DateSubjectAuthorDiscuss
25/11/2022
10:47
Nice bounce back after guidance setback..
robmcelf2
04/10/2022
08:04
"Following the implementation of the Odd-lot Offer, the number of certificated shareholders has been reduced by approximately 81.37 per cent. (3,114 shareholders)."


People still have share certificates?

spectoacc
26/9/2022
09:58
Bought just a few to add to holdings - costs likely up, recession may cause prices/demand to fall, but - $ earner, priced in £'s.
spectoacc
18/8/2022
12:28
I think they are being very sensible and long may it continue. Share buy back, increased dividend and reduced debt its pretty good.

Long mine life, low debt, good profits.

ukgeorge
18/8/2022
12:18
........but poor dividend reward for shareholders from a company generating lots of cash?
billyton1
18/8/2022
12:08
Good investor presentation.
ukgeorge
17/8/2022
08:17
Hannam and Partners target price £7.10
ukgeorge
17/8/2022
06:54
Kenmare have released an excellent of HY figures this morning with record revenues announced. Profits, cash generation and the dividend announced are impressive. A few highlights below:

- Record H1 revenues of $182.1m, an increase of 9%
- Record Average price received of $429, a 52% increase
- EBITDA $105.5m, a 28% increase
- Dividend of USc 10.98 an increase of 51%
- Net debt reduced to $65.5m

Strong market demand for Kenmare products continuing into Q3. Prospects for a strong second half are encouraging as production and shipments improve.
Mgmt present 18/8 at 12.30 Register
Https://us02web.zoom.us/webinar/register/7716575376400/WN_nHIPoU17Rui9T5ehbv9ggA

yellowstoneadvisory
17/8/2022
06:10
Some great results
ukgeorge
13/8/2022
15:03
#KMR - FY results 17/8. Management present at 18/8 12.30pm

Register:

Https://us02web.zoom.us/webinar/register/7716575376400/WN_nHIPoU17Rui9T5ehbv9ggA

yellowstoneadvisory
10/8/2022
11:05
HTTps://us02web.zoom.us/webinar/register/6616575376333/WN_nHIPoU17Rui9T5ehbv9ggA

Presentation on the 18th August

ukgeorge
02/8/2022
14:12
It's the shipping that need to increase that = sales we got a lot of stock sitting on the dock it's as already cost the company to produce so will eat into this H1 profit
I'm looking at about 60million profit this half minus 18 million for the RUPS generators only 2 weeks to wait for results

soitopdog
14/7/2022
06:36
Lol @UKGeorge. And if they can get production up whilst prices stay strong, we'll be off to the moon.
spectoacc
14/7/2022
06:29
Be good to see the Bronagh J barge back in action next month which should help to normalise shipment levels.
robmcelf2
14/7/2022
06:09
Results, even when they are bad they are good :).Production and sales down, but higher prices helping, great company.
ukgeorge
12/7/2022
07:52
Interesting, thanks. So Ilmenite & zircon are holding up (likely helped by Ukraine disruption), & perhaps catch-up volume production to come.

KMR just seems too cheap - surely a GLEN or someone takes them out eventually.

spectoacc
12/7/2022
07:49
Hannam & Partners

Target uplift to 710p (61% upside); attractive 107% FY22-25E FCF yield
We increase our FY22E EBITDA by 10% to US$265m on the back of a 12%
increase in our forecast realised prices for ilmenite and zircon, partially offset
by a 12% cut in forecast shipments. Our FY23E EBITDA increases by 32% on
both higher price assumptions and a catch up in shipment volumes (see table
p4). Also helped by a weaker GBP assumption of US$1.30/£ (vs US$1.37/£
previously), our Dec’22E target increases by ~9% to 710p/share, implying 61%
upside. KMR continues to trade on attractive EV/EBITDAs of 2.0/2.1/3.2x in
FY22/23/24E and a cumulative FY22-25E FCF yield of 107% on revised H&Pe.

ukgeorge
28/6/2022
07:19
Nice to see these bouncing back
ukgeorge
03/5/2022
17:39
Nice positive reversal today after share price dropped to about 456 to end at 487- maybe the seller has cleared out now? All imho and dyor
robmcelf2
28/4/2022
14:26
Be good to get an update from KMR on their RUPS - the uninterruptible power supply - as it was due for completion in Q1 I believe?
robmcelf2
19/4/2022
17:00
Nice little run today, shouldn't be much resistance over the next few days £6-£7 looks likely to me :)
ukgeorge
14/4/2022
09:56
Hannam & Partners put a updated note out with £6.50 price targetDespite a 14% share price increase over the last month, KMR continues to trade on attractive EV/EBITDAs of 2.8x/3.4x in FY22/23E on our (conservative) estimates. Our 650p DCF-based target implies 27% upside from KMR's current level, and we retain our positive outlook on the stock as ilmenite and zircon price momentum continues
ukgeorge
14/4/2022
07:26
All a bit "in line" I thought, but when on such a low rating, perhaps no bad thing.
spectoacc
14/4/2022
07:14
Decent price rise despite poor weather challenges in Q1 and therefore delayed shipments..
robmcelf2
13/4/2022
19:02
Should have a decent run now
ukgeorge
Chat Pages: 1008  1007  1006  1005  1004  1003  1002  1001  1000  999  998  997  Older
Your Recent History
LSE
KMR
Kenmare Re..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

Log in to ADVFN
Register Now

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20221205 00:07:25