Added to YB: 2026-02-11
Pitch date: 2026-02-06
KMR.L [neutral]
Kenmare Resources plc
+6.15%
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 2.44
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 6/2/2026 - KMR – Does BAU hint at the IA?
KMR.L (update): Analyst visit to Moma mine hints at confidence in Implementation Agreement renewal with Mozambique govt - key risk factor. Upgraded WCP-A showcased. Optically cheap at 3.8x 2027 EV/EBITDA, 3.5% yield, but IA resolution needed for meaningful share price improvement.
Read full article (1 min)