Added to YB: 2025-10-21
Pitch date: 2025-10-17
KMR.L [neutral]
Kenmare Resources plc
-8.81%
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 2.73
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 – Production update
KMR.L (update): Q3 production -16% YOY due to WCP-A pause; ilmenite production toward lower end of 930-960k tonne guidance. Customer unable to take Q4 contracted volumes, pricing declined on oversupply. Moma Implementation Agreement renewal remains key overhang. Cheap at 11.4x 2026 consensus earnings, 5.1% yield.
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