Added to YB: 2025-12-23
Pitch date: 2025-12-19
KMR.L [neutral]
Kenmare Resources plc
+0.66%
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 274.5M
Pitch Price
GBP 2.29
Price Target
N/A
Dividend
8.78%
EV/EBITDA
2.54
P/E
-5.44
EV/Sales
0.86
Sector
Metals and Mining
Category
value
Theodosian Capital | Stocks Update 19/12/2025 - KMR – Underwhelming update
KMR.L (update): WCP-A project delayed to Q1 2026 (was end-2025) due to slimes mgmt issues; 2025 ilmenite production cut to 830k tonnes (was 870-905k), shipments to 980k (was 1M+) on timing. Key catalyst remains Mozambique govt Implementation Agreement resolution. Trades 3.6x 2026 EV/EBITDA, 3.2% yield.
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