Added to YB: 2025-08-20
Pitch date: 2025-08-17
KMR.L [neutral]
Kenmare Resources plc
-23.48%
current return
Author Info
Deep Value Investments makes long-term investments in in stocks where assets or cashflow are undervalued or something will happen to drive the price up. 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 3.25
Price Target
N/A
Dividend
7.84%
EV/EBITDA
2.77
P/E
-6.08
EV/Sales
0.94
Sector
Metals and Mining
Category
value
Deep Value Investments | July 2025 Update +23% - Kenmare Resources plc
KMR.L (holding update): Kenmare trading at 0.4x book, PE 7, 7% yield despite $1.5bn mine capex now valued at $400m. Renegotiating Mozambique govt agreement - locals want more money. Management still investing despite below-book valuation. Another acquisition offer possible after recent 54% spike/drop.
Read full article (1 min)