Added to YB: 2026-01-20
Pitch date: 2026-01-16
KMR.L [neutral]
Kenmare Resources plc
-1.33%
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 295.1M
Pitch Price
GBP 2.63
Price Target
N/A
Dividend
8.16%
EV/EBITDA
2.68
P/E
-5.84
EV/Sales
0.91
Sector
Metals and Mining
Category
special_situation
Theodosian Capital | Stocks Update 16/1/2026 - KMR – Weather report
KMR.L (update): Heavy rains cutting off key supply routes in Mozambique, but KMR has decades experience & built inventory ahead of WCP-A plant move. Main issue remains stalled Implementation Agreement renewal w/ gov't, despite positive local media sentiment. Trading 4.0x fwd EV/EBITDA suggests material re-rating upside if IA resolved.
Read full article (1 min)