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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 (CDI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  8.00 1.81% 450.00 445.00 450.00 450.00 441.00 441.00 10,965 16:29:55
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 178.3 16.6 11.0 41.4 494

Kenmare Resources Share Discussion Threads

Showing 25101 to 25125 of 25125 messages
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DateSubjectAuthorDiscuss
14/10/2021
17:12
What a cracking day :)
ukgeorge
14/10/2021
13:57
Hannam and Partners Valuation – SOTP unchanged at 550p Our outlook on KMR shares remains positive, with our target unchanged at 550p, 26% above the current share price. We believe KMR stock continues to offer compelling risk-reward dynamics, with free cash flow yields improving from ~7% in FY21E to ~21% in FY22E, and shares trading on FY21/22E EV/EBITDAs of 3.6x/3.1x, respectively, versus peers on 6.4x/6.2x. Work on the Nataka PFS also continues (expected in 2022) with a view to optimally mining with WCP A from 2025, offering further upside to the project.
ukgeorge
28/9/2021
14:33
Agreed, possibly countered by how "cheap" KMR is, and the vast US stimulus package for infrastructure. Evergrande problems seem to have a way to run yet.
spectoacc
27/9/2021
09:45
Per their last annual report (p145) c40% of the sales were to China so the problems with Evergrande etc there and the likely slump in Chinese construction may be a concern GLA
petomi
15/9/2021
12:01
Feel very confident about KMR - though won't be a straight line!
spectoacc
15/9/2021
11:49
Perky :) A bit higher and a breakout will be on
ukgeorge
20/8/2021
15:32
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.
spectoacc
20/8/2021
10:57
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
yellowstoneadvisory
19/8/2021
22:58
Hate to tell you this but long timers here have been saying that for many years. But great to see results being delivered and progress being made. Top 3 or 4 shareholders dictate what happens here.
donkey40
19/8/2021
22:05
There’s been a historical issue with how the company was run and think it’s just taking a while for investors to trust again. I still expect a re-rating to occur in due course.
andyf987
19/8/2021
21:34
For me it makes no sense for a stock that is likely to transition into a net cash position during 2022 and supplies 7 percent of global ilmenite supply and has about a century of resource in the ground to be trading on c. 6x forward EPS.
pdosullivan
19/8/2021
21:32
They are likely to move into a net cash position during 2022.
pdosullivan
18/8/2021
07:37
Debt is still high and project WCP B move seems to have some pump issues. So far so good. It would be nice to see us over 460p in the coming weeks but it's a difficult resources market at the moment.
johnrxx99
18/8/2021
07:31
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
yellowstoneadvisory
18/8/2021
07:05
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."
spectoacc
16/8/2021
06:08
Just a recovery from the buying opportunity at 415p. Every little helps.
johnrxx99
13/8/2021
18:26
This is literally the lowest volatility stock I hold (oddly). Do you think it an actual “recovery̶1; as such… or just a normal up and down as par for the course?
andyf987
13/8/2021
16:35
Recovering nicely
johnrxx99
14/7/2021
18:07
As with so many other dirt cheap resource co’s share price doesn’t care…
rjmahan
14/7/2021
07:14
Plenty more in it than just this, but: "Statement from Michael Carvill, Managing Director: "Kenmare's capital investment over the last three years continues to deliver as Q2 saw a record quarter of production for ilmenite, improving on the record set in Q1 2021. WCP B continues to perform well in Pilivili, supporting higher volumes of ore mined and final product output. 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. We are concerned by the rise in delta variant COVID-19 cases in Southern Africa. Therefore I'm particularly pleased that we expect to offer COVID-19 vaccinations to all Mine employees and contractors, as well as local communities, later this month. Market conditions for ilmenite, and titanium feedstocks in general, remained strong in Q2 2021 with pricing strengthening quarter on quarter. The outlook for zircon has also continued to improve, with price increases during the quarter and continuing to date."
spectoacc
13/7/2021
16:43
Sitting patiently… seems to be working
andyf987
13/7/2021
16:14
silly me, start of the next up leg looks to be on.....
ukgeorge
09/7/2021
14:17
Production results out next week 14 July I believe news will move the share price Especially half year report 18 August So don't sell to early
soitopdog
09/7/2021
13:44
Yep you are right, sorry is the 50 that it has drifted below. Has often then rallied so hopefully does similar. I've sold a few more has got a nice gain and it never hurts to bag a bit of profit
ukgeorge
09/7/2021
13:37
Aside from that, we're beginning to look a bit toppy, & under your 18 day av, blah blah etc. Can all perk up again at any time of course.
dogwalker
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