Added to YB: 2026-07-21
Pitch date: 2026-07-17
KMR.L [neutral]
Kenmare Resources plc
+0.75%
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, Europe, rest of Asia, Saudi Arabia, the United States, and internationally.
Market Cap
GBP 228.3M
Pitch Price
GBP 1.86
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.63
P/E
-0.70
EV/Sales
1.17
Sector
Metals and Mining
Category
value
Theodosian Capital | Stocks Update 17/7/2026 - KMR – Underwhelming update
KMR.L (update): H1 production below expectations on WCP A commissioning delays post-upgrade; shipments in line w/ guidance, aided by inventory drawdown (-1/3). H2 outlook stronger. Ilmenite soft, zircon/concentrates better. Mozambique Implementation Agreement saga drags on. RCF upsized for flexibility. Depressed rating on IA uncertainty + weak market; resolution = material upside. Trades 4.1x 2028 consensus EPS.
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