Added to YB: 2025-10-14
Pitch date: 2025-10-10
KMR.L [neutral]
Kenmare Resources plc
-23.72%
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 3.12
Price Target
N/A
Dividend
7.84%
EV/EBITDA
2.77
P/E
-6.08
EV/Sales
0.94
Sector
Metals and Mining
Category
special_situation
Theodosian Capital | KMR – WCP-A relocation update
KMR.L (update): WCP-A relocation to Nataka ore zone (70% of Moma resource) on track, commissioning started Oct 2, ramping Q4 to target capacity by year-end within $341M budget. Operational excellence evident but Gov of Mozambique Implementation Agreement uncertainty persists. 11.0x 2026 P/E, 4.6% yield.
Read full article (1 min)