Kenmare Resources

Nataka Expansion Will Capture Global Mineral Demand

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

30 Mar 25

Updated

26 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-25.7%

7D

1.1%

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1Y

-25.7%

7D

1.1%

You can edit this narrative until Nov 27 3:10 AM. Then, changes will post as Updates.

Author's Valuation

UK£5.5152.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 26 Nov 25

Fair value Decreased 7.11%

KMR: Long-Term Ore Zone Transition Will Drive Sustained Value Ahead

Kenmare Resources’ analyst price target has been revised downward from 330 GBp to 300 GBp. Analysts cite reduced revenue growth forecasts, lower profit margins, and a higher discount rate in their updated assessments. Analyst Commentary Recent research activity has resulted in both upward and downward revisions for Kenmare Resources, reflecting varying sentiments regarding the company's outlook and share valuation.

Shared on 01 May 25

Fair value Decreased 9.54%

Shared on 23 Apr 25

Fair value Decreased 1.80%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 3.09%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 4.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

UK£5.51

52.1% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

2.43%

Metals and Mining revenue growth rate

15.65%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.53%

Calculation

US$72.88m

Earnings '28

x

11.63x

PE Ratio '28

=

US$847.91m

Market Cap '28

US$847.91m

Market Cap '28

/

89.23m

No. shares '28

=

US$9.50

Share Price '28

US$9.50 Share Price '28

Discounted to 2025 @ 9.48% p.a.

=

US$7.24

Fair Value '25

US$7.24 Fair Value '25

Converted to GBP @ 0.7592 USD/GBP Exchange Rate

=

UK£5.50

Fair Value '25