Kenmare Resources Share Discussion Threads

[donkey40] 26/6/2018 08:15

Statement of intent if yday 500/- was his initial purchase.

[murraybasin] 26/6/2018 07:58

Having TiZir's ex CEO put on board might get some attention.

[donkey40] 25/6/2018 22:41

500/- traded at 225p today. Interesting this went through early on a down day for the market with miners weak. I suspect there are a few more chunky shares to switch in the next couple weeks ahead of H1 production numbers. It’s probably all good ahead but the market very well may be against us for a bit. Trade war rhetoric surely set to escalate .... before they throttle back again.

[murraybasin] 20/6/2018 19:51

When I am free, I'm going to have a fun day.

[donkey40] 19/6/2018 12:21

Here is what I think:

Windbag - you are a Richard head;

This board is to discuss Kenmare, which from now on is all I will do here;

I will post my comments on Tlou on that board - you know where to find me over there.

[wheniamfree] 19/6/2018 08:59

As for government/BPC and PPA; - you didn’t realise BPC was state owned ffs. So when you said “BPC are no good for a PPA as they can’t pay it” - who are you referring to as can’t pay it given government subsidies?

[wheniamfree] 19/6/2018 08:30

No you didn’t donkey you jumped on the back of others educating you - you were told about royalties you didn’t know about them. You would also realise that mamba carries no royalties but regardless they are all factored in to modelling hence why reserves are deemed commercial. Do KMR pay royalties? Yes. Do Rio Tinto pay royalties? Yes. You’d be hard pushed to find an entity in commercial production who does not.

The EIA has always been for upstream you didn’t know that but I did, as did most other investors you just saw the latest RNS and told us it was all wrong - no, you just hasn’t researched and misunderstood it like you have done with every single piece of jibberish you posted and tried to ram down others necks for two years when most are actually more informed than yourself and spend their time correcting your lies.

Seismics are used to get a sense of smell? Lolol that’s almost as good as “testing how sweet the gas is”. You are an uneducated muppet who doesn’t have the first clue about o&G exploration as a whole let alone CBM, perhaps if you spoke to people in the industry you may learn something but again you don’t. You are trolling Strata X another CBM player in Bots, why? You don’t know anything about the industry so why pretend to? You are and have always been out of your depth relying on others to correct you or educate you so you can lie and try and spin a negative where one does not exist.

As for Orapa that won’t be in the pipeline for some time we all know that however the means to convert from diesel to gas is very real with an expansion of an additional 45MW turbine taking Orapa to 135MW means zero disruption and since the GE units are dual-fuel it is absolutely possible.

As for SRK they are not affiliated with Tlou so are independent but you in your infinite wisdom again declare a CPR is invalid? ..if you say so!

Now, as I pointed out Kenmore/Changiboy/Kanmere/GTP/Blisters/Donkey40 and whatever other alias you wish to call yourself. You spent two years posting garbage and you are still posting garbage. You are out of your depth and despite your attempts to play the vindicated know it all to your KMR friends it is clear as day you are absolutely clueless.

Seismics for gas smell... priceless.

[dogwalker] 19/6/2018 08:25

Well, beneath the surface I can tell you both actually get on quite well, so that's nice.

[donkey40] 18/6/2018 23:56

Actually I have had enough of this prat. He BS endlessly about Tlou Energy, defended it beyond any modicum of reasonable intelligence. Then popped over to attack Kenmare when it has real business, people, revenues and a place in the world order for the supply chain of TiO2.
This guy is scum. If there is a way to get him shut up, kicked off boards - do it. Since he unfortunately came into my life, he has called everything just about wrong. A complete and utter nuisance.
Thank the lord he has finally stopped posting 3-10 posts per day on either company talking drivel. Funny how a RI does that to pumpers and dumpers.

[donkey40] 18/6/2018 14:58

Right on cue !! His BS is endless

[dogwalker] 18/6/2018 09:15

Who are 'we' talking about chaps? Who is this 'he' who posts misleading stuff? I try to follow this thread but 'we' seem to drift off net in lengthy rant-type style....about shady characters on other boards, or something.

[murraybasin] 17/6/2018 20:28

Are we almost there yet ... I see a GDPR issue in your future ... Whilst you haven't disclosed any PI about the WIAF poster, I sense if you keep labouring how stupid his posts are, that eventually other people will begin to identify him on foot of the degree of stupidity (connected with the TLOU board) and so you could inadvertently make a GDPR related disclosure as to the stupidity of an identifiable individual.

[donkey40] 17/6/2018 19:23

His problem is he thinks all I do is post fake news re TOU, hence he pops over here to return the favour. If you read his posts, he often grandstands saying he is always correcting me or my posts. Can you imagine how the poor old duck is feeling these past few days with realisation that my TOU posts have substance and his thinking /research etc is all askew now. Double up that KMR will soon be coming good - and me oh my, the poor lad will be all discombobulated. Serves him right - he apparently tried reporting me to FCA and Interpol. Can you believe the stupidity of the moron.

[murraybasin] 17/6/2018 18:20

What I really don't get, is the information is out there. If you can't use Google or Bing or DuckDuckGo to effectively research something you have no business investing and no business advising or challenging anyone else. All of the fake news items posted by the clown come up in search results right beside the real news.

[murraybasin] 16/6/2018 14:51

And ... if you think the absolute number of shares in issue doesn't matter, because Shares X Price = MC, then you are more of a fool. These things have huge impact on investor perceptions and anything that affects investor perception is very relevant no matter how rational or irrational it may be.

[donkey40] 16/6/2018 13:37

When KMR first started to develop in Moz they had 44m shares in issue - I know coz I owned a good chunk of them. By the time they had developed the mine 10 years later (and just pre-crash in 2015), they had spent $1.2billion to build the plant. With 2.78 billion shares in issue, this being after the second plant expansion to take capacity up to 1.2m tonnnes. And they are still working to get production optimised at that level consistently.

Now Windbag likes to compare this with a pre-revenue company where there is no gas economy yet for them to sell their product. At least KMR built and delivered into a globally mature market, rather than having to build and develop the market in Moz at same time.

400m shares already in issue and no Offtake and no Capex spent on anything substantial they can use going forward. But then their stated strategy is to start small and build incrementally. Good luck with that; come back in 10 years time when maybe they might have a proper business.

And maybe not. Pays your money, takes your chance. At least with KMR we have the benefit of hindsight to pick apart their apparent mistakes. Still $250+m revenue for 2018; EBITDA $120m give or take; 109m shares in issue - and our Friend endeavours to scare monger with concerns over tribal unrest. Who does it say most about ...

[murraybasin] 16/6/2018 11:43

The number of KMR shares in issue prior to the re-capitalisation was 2780m. Once again you show you're incapable of researching anything properly.

You're quite good at making stuff up. Keep at it if it amuses you but all you're achieving here is making yourself look more of a fool than you are already believed to be.

[wheniamfree] 16/6/2018 07:43

Just to add a point to the constant silly focus on “how many shares does Company x have in issue” - not that it should be the determination of an investment but let’s look at Kenmare post consolidation.

200-1 consolidation.

109m x 200 = 21,800,000,000.

Wow, that’s even more than the dog UKOG lol.