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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
  -4.00 -0.94% 423.00 427.00 430.00 432.00 422.00 424.00 83,588 16:35:22
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 178.3 16.6 11.0 38.5 464

Kenmare Resources Share Discussion Threads

Showing 24851 to 24873 of 25125 messages
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DateSubjectAuthorDiscuss
21/1/2020
00:39
I like that share price nudging again to test and hopefully breach 240p level. If that holds, I see a run to 270p range.
donkey40
16/1/2020
21:15
Agree with you both. They have done an absolutely wonderful job of managing events and finances and (maybe a little less so) expectations. I also think EIB sticking around provides a lot of camouflage for management re dealing with Oman and M&G. If Smooth Mikey wanted EIB gone, I reckon he would find buyers. But if they stick around through execution of the Capex projects, that takes pressure of generating the numbers to out-perform and drive up the price.
donkey40
16/1/2020
19:42
And without getting too far ahead, our twelve month price targets from 380p to 480p are likely to be revised up for the subsequent 12 months during the current 12 month period. NP is going to take a leap in 2021.
murraybasin
16/1/2020
19:17
Donkey - agree with all. Understand the jam tomorrow frustration but when posters only complain about that and BOD salaries with nothing of value to add it can be a little tedious. They should either get over it or get out. It is quite something that the share price has not moved beyond the OO price after all the progress and accumulated profits that have been made since Aug 2016. They must have known what was required so yeah, the selling job was really quite something. That said, the improved performance has let them spread their wings further. At the time of the OO they were discussing a USD 100M expansion of the dredging fleet which people baulked at. Yet, it has since been three projects of 15M, 45M and 106M and now the MSP upgrade for a further 15M (totalling 180M), a dividend and rejigged finances. I just wish they were clearer in their updates. Often what is not said is more important in their updates. As per the posts on the other side, they reported end of year cash, next year’s capex amount but did not explicitly explain (to the standard PI at least) that a decent chunk of 2019 capex had been kicked over to 2020 with all it implies to the end of year cash position and that the MSP was an additional capex project. A little misleading to the casual eye. Yes, 2020 is a year full of risk to be got through but the promise of getting to the other side and the cash generation that will come must surely be recognised at some point and hopefully quite some time in advance of 2021. Ilmenite looks set, Zircon may recover with improved GDP so there may be some positives to come. Having waited this long, difficult not to see it through.
caposoka
16/1/2020
18:55
You might have noticed volume beginning to uptick over the last month or so. There is still the little matter of the unwanted shareholder to deal with. One would hope that might advance things. That in turn might be hurried along by the recent debt arrangements. I'm not sure we want to be in the smelter business, adding capital intensity, when we already supply chloride route ilmenite. If we were, the logical place to have it would be co-located, so we wouldn't have to ship 2.2t of something somewhere in order to product 1t of something else, and then ship again. While capital intensive, it would >2x the margins. Should not be given any consideration until there is plenty of money in the bank. Would prefer to see the company sold before that.
murraybasin
16/1/2020
17:23
Cap - what more do we want? For you, Buck, Contango and me to get rich(er) from following KMR. We been here a loooong time and we are still in and around the FP/OO price. Man things must have been way worse then than most of us realised or appreciated. But I’ll bet you KMR mgmt knew all the projects that are being done now, needed then to be done somehow. How they got Oman and M&G (this was a real miracle - after their wipe out) to front up $175m really is the stuff of legends! I wonder if they knew the full extent of the bandaid that would be needed to get to here and now (after Pilivi relocation). So if power is improved. If the Plant & Equipment is all working better with faster processing and good recoveries. If the barges are ferrying our finished goods full throttle to awaiting ships. Is the next project to find a way to load ships more quickly? Or is the next project to build a first smelter .... in ..... Oman perhaps?! That way, KMR take 250/- tonnes per annum ilmenite of the world market in one stroke... I can see a business case for this being pretty darned easy to pull together and get financed !! Some of the lads on LSE are pretty spot on you know, with voicing their frustration about always jam tomorrow. It has been that way for a good few years now... 2020 has very little chance to surprise on the upside; far more likely to hit problems - which they will conveniently excuse away as the last of the projects to future-proof the company for next 5-10 years. But it is more time wasted for us small shareholders waiting and wondering when the share price reflects a more normal cash flow based fair value. At the moment, we are maybe 50% below cash flow based fair value imo. And I am very bored waiting for the market to prove me correct :)
donkey40
12/1/2020
17:40
Protected tweets; better off posting the link direct to source.
murraybasin
12/1/2020
15:38
papers’ share tipsters picked for 2020 HTTP://t.co/KKqpoufkc5
onceatrader
12/1/2020
14:44
I agree. Found it hilarious. Was waiting for the explosion of rage that never quite came, but looked close for a moment or two.
caposoka
12/1/2020
09:51
Wasn't bad apart from the mention of 'costs' rather than 'price' at the end, but we all knew what was meant anyway. Would have helped if someone told the interviewer how to pronounce the company name before hand.
murraybasin
11/1/2020
21:53
Mike had to work hard during that interview. She was clueless about the company.
donkey40
10/1/2020
17:22
Linked video: https://www.youtube.com/watch?v=QnaK3g9eDmY
murraybasin
10/1/2020
11:12
How many twitter handles are using to post lies now buystock as well as smallcappick ?
bill hickman
10/1/2020
11:12
Buystock still posting links to your twitter ramping handle. How many twitter ramping handles have you got buystock ?
bill hickman
09/1/2020
12:11
China know how to substitute better than any other nation on earth. Company shareholder registers are littered with names as a result.
donkey40
09/1/2020
09:55
China ilmenite output has increased but it is mainly not suitable for Chloride process, which is now taking the lead as the predominant process going forward. Lack of imports clearly down to lack of external supply, not internal substitution. Go back and have another read.
murraybasin
09/1/2020
09:33
Written in a way that they want us to focus on future performance when spitting out 1.2m tonnes ilmenite per annum. Sure not much can go wrong before that .... Move a bit of big kit down the road, unload and switch on... Suspect they will produce like crazy in H1 then - hope the grid supply is stable (coz Eskom sure isn’t). Is potential substitution in China resurfacing, given imports 24% down in 2019. Is KMR ilmenite grade today any more high grade than it was before last debacle? Back to sleep I fear.
donkey40
09/1/2020
08:15
All sounded pretty positive.
spectoacc
09/1/2020
01:57
The business update figures due Friday are going to be impaired as hinted at by the last RNS ... Implementation of this project has been more challenging than expected, resulting in unplanned production downtime, and tipping the balance of Kenmare’s FY 2019 ilmenite production below 900,000 tonnes. Where will the share price go? I suspect level or down a bit this time round, with more good news and less risk needed later in 2020 to get the share price permanently rising.
borromini1
08/1/2020
14:47
I assume you know what you are talking about - coz I sure can’t help you.
donkey40
08/1/2020
13:48
The issue is what has been the extended implementation cost for the problematic automated dredging and what kind of dent that makes to the figures that would otherwise be expected to be moving in the right direction.
borromini1
03/1/2020
20:04
Before, if someone can unlock the keys to EIB's cupboard.
murraybasin
03/1/2020
19:16
No - but volume didn’t drive it down to well below 200p, so logically we don’t need volume drive it back up above 250p?! This has 350p look all over it - by March/April time.
donkey40
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