Added to YB: 2025-11-25
Pitch date: 2025-11-21
KMR.L [neutral]
Kenmare Resources plc
-5.51%
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 2.63
Price Target
N/A
Dividend
7.84%
EV/EBITDA
2.77
P/E
-6.08
EV/Sales
0.94
Sector
Metals and Mining
Category
turnaround
Theodosian Capital | Stocks Update 21/11/2025 - KMR – Inventory to compensate for production miss
KMR.L (update): WCP-A upgrade causing 2025 production miss (870-905k ilmenite vs 930-960k guide) but inventory drawdowns maintain shipment commitments & unchanged revenue guide. $341M capex on track. Trades 8.5x 2027E earnings, 6.2% yield. Key risk: overdue Implementation Agreement renegotiation.
Read full article (2 min)