Added to YB: 2025-07-31
Pitch date: 2025-07-29
KMR.L [bullish]
Kenmare Resources plc
-20.36%
current return
Author Info
Mahad is a contrarian value investor with a focus on DCF analysis and a disciplined margin of safety approach. Sign up for the newsletter.
Company Info
Kenmare Resources plc, together with its subsidiaries, engages in the production and sale of mineral sand products in China, rest of Asia, Europe, the United States, and internationally.
Market Cap
GBP 307.1M
Pitch Price
GBP 3.12
Price Target
9.56 (+285%)
Dividend
7.84%
EV/EBITDA
2.77
P/E
-6.08
EV/Sales
0.94
Sector
Metals and Mining
Category
growth
Kenmare Resources (LON:KMR)
KMR.L: Titanium feedstock miner in Mozambique at 6x P/E, 33% book value, 7% yield. 40-year reserves, strong FCF, clean balance sheet. 219% upside in DCF. Growth from EVs, defense spending. Risks: single-mine operator in Mozambique with expired Implementation Agreement, 40% revenue from 4 customers.
Read full article (9 min)