Added to YB: 2025-09-16
Pitch date: 2025-09-12
KMR.L [neutral]
Kenmare Resources plc
-21.47%
current return
Author Info
No bio for this author
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 3.16
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
Theodosian Capital | KMR – WCP on track
KMR.L (update): WCP-A upgrade on schedule & budget ($341M), connecting dredges to access Nateka (70% of reserves). Key risks: ongoing govt Implementation Agreement talks & WCP-A execution (latter derisking). Trades 8.2x 2026 consensus earnings, 5.8% yield. IA resolution could trigger re-rating.
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