Kenmare Resources plc

Informe acción LSE:KMR

Capitalización de mercado: UK£195.0m

Kenmare Resources Dirección

Dirección controles de criterios 2/4

El CEO de Kenmare Resources es Tom Hickey , nombrado en Aug 2024, tiene una permanencia de 1.75 años. compensación anual total es $1.29M, compuesta por 50.5% salario y 49.5% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.053% de las acciones de la empresa, por valor de £102.69K. La antigüedad media del equipo directivo y de la junta directiva es de 7.3 años y 4.4 años, respectivamente.

Información clave

Tom Hickey

Chief Executive Officer (CEO)

US$1.3m

Compensación total

Porcentaje del salario del CEO50.47%
Permanencia del CEO1.8yrs
Participación del CEO0.05%
Permanencia media de la dirección7.3yrs
Promedio de permanencia en la Junta Directiva4.4yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Apr 22

KMR: Revised Risk Outlook Will Support Future Cash Flows

Kenmare Resources' analyst price target has been trimmed by £0.24, with analysts citing revised fair value estimates, a higher discount rate, and updated views on revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent Street research has focused on recalibrating fair value for Kenmare Resources, with two separate trims to the price target in quick succession, first by 20 GBp and then by a further 10 GBp. These moves reflect updated assumptions on risk, earnings power, and how the market might value the shares over time.
Actualización de narrativa Apr 08

KMR: Nataka Transition And 2026 Guidance Will Balance Cautious Outlook

Analysts have trimmed their price target on Kenmare Resources by £0.35, with updated fair value and discount rate assumptions reflecting recent research that lowered targets by £0.10 and £0.20 and pointed to revised expectations for growth, profitability and future P/E. Analyst Commentary Recent research has highlighted a more cautious stance from bearish analysts, with successive price target trims of £0.20 and £0.10 contributing to the latest £0.35 reduction.
Actualización de narrativa Mar 24

KMR: Nataka Transition And 2026 Production Guidance Will Support Bullish Share Outlook

Analysts have modestly lifted their price target for Kenmare Resources, reflecting updated assumptions for revenue growth, profit margins and future P/E. Fair value is now indicated at approximately £2.54 per share compared with about £2.51 previously.
Actualización de narrativa Mar 08

KMR: Nataka Move And Plant Upgrade Will Support Future Cash Flows

Analysts have increased their fair value estimate for Kenmare Resources slightly, from £4.69 to £4.73. This reflects updated assumptions around discount rates, long term revenue trends, profit margins and a P/E multiple that together support a modest increase in their price target rationale.
Actualización de narrativa Feb 21

KMR: Nataka Transition And Plant Upgrade Will Support Future Cash Flows

Analysts have trimmed their Kenmare Resources price target slightly to reflect a lower fair value estimate of £4.69 from £4.78. This reflects updated assumptions for the discount rate, revenue growth, profit margins and future P/E expectations.
Actualización de narrativa Feb 07

KMR: Nataka Transition And Production Guidance Will Frame Balanced Future Share Prospects

Kenmare Resources' analyst price target has moved from £3.30 to £3.00, with analysts citing their updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research shows the price target on Kenmare Resources adjusted to £3.00 from £3.30, with a Hold stance maintained.
Actualización de narrativa Jan 23

KMR: Long-Term Ore Zone Transition Will Support Future Cash Flows

Narrative Update The analyst price target for Kenmare Resources has been trimmed to £3.00 from £3.30, as analysts factor in lower fair value estimates, more cautious revenue and margin assumptions, and a higher future P/E multiple in their updated models. Analyst Commentary The recent shift in the £3.00 price target reflects a more balanced stance from the Street, with analysts weighing valuation support against execution and margin risks.
Actualización de narrativa Jan 09

KMR: Nataka Transition And Production Guidance Will Support Future Share Upside

Analysts have nudged down their fair value estimate for Kenmare Resources to £2.89 from £2.90, reflecting updated assumptions on revenue growth, profit margin and a lower future P/E, in line with the recent cut in the £3.30 price target to £3.00 by Berenberg. Analyst Commentary Bearish analysts cutting the fair value estimate to £2.89 and trimming the price target alongside the move to £3.00 are sending a clear signal that they see less headroom for upside at current levels.
Artículo de análisis Dec 31

There Is A Reason Kenmare Resources plc's (LON:KMR) Price Is Undemanding

With a price-to-sales (or "P/S") ratio of 0.7x Kenmare Resources plc ( LON:KMR ) may be sending very bullish signals at...
Actualización de narrativa Dec 24

KMR: Long-Term Ilmenite Production Shift Will Drive Future Share Upside

Kenmare Resources’ latest narrative reflects a reduced analyst price target, which has moved modestly lower in light of updated expectations for softer revenue growth, slimmer profit margins, and a higher implied cost of capital, even as the shares are still viewed as fairly valued on a longer-term multiple basis. Analyst Commentary Bearish analysts have recently taken a more guarded stance on Kenmare Resources, trimming price targets to reflect a more challenging outlook for revenue growth and profitability.
Actualización de narrativa Dec 10

KMR: Long-Term Ore Zone Shift Will Support Future Cash Generation

The analyst price target for Kenmare Resources has been lowered from approximately £3.30 to £3.00 per share as analysts factor in softer revenue growth assumptions and a slightly higher discount rate, partly offset by a modestly improved profit margin outlook and a stable forward earnings multiple. Analyst Commentary Recent research updates show a pattern of gradual downward adjustments to the Kenmare Resources price target, with the latest move bringing it to 300 GBp from 330 GBp while retaining a neutral stance on the shares.
Actualización de narrativa Nov 26

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.
Artículo de análisis Nov 13

Returns At Kenmare Resources (LON:KMR) Are On The Way Up

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Artículo de análisis Oct 19

Here's Why Kenmare Resources (LON:KMR) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Jun 20

Kenmare Resources (LON:KMR) Has More To Do To Multiply In Value Going Forward

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
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Nueva narrativa Mar 30

Efficient Mozambique Mine Operations Will Encounter Regulatory And Market Risks

Completion of capital projects is poised to boost production capacity and efficiency, potentially enhancing revenue and EBITDA margins.
Artículo de análisis Mar 07

Kenmare Resources (LON:KMR) Is Looking To Continue Growing Its Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Artículo de análisis Mar 24

The Kenmare Resources plc (LON:KMR) Yearly Results Are Out And Analysts Have Published New Forecasts

Investors in Kenmare Resources plc ( LON:KMR ) had a good week, as its shares rose 7.5% to close at UK£3.22 following...
Artículo de análisis Jan 21

Is Kenmare Resources plc (LON:KMR) Trading At A 25% Discount?

Key Insights Kenmare Resources' estimated fair value is UK£4.28 based on Dividend Discount Model Kenmare Resources...
Artículo de análisis Mar 18

Returns On Capital Are Showing Encouraging Signs At Kenmare Resources (LON:KMR)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Tom Hickey en comparación con los beneficios de Kenmare Resources?
FechaCompensación totalSalarioIngresos de la empresa
Dec 31 2025US$1mUS$650k

-US$325m

Sep 30 2025n/an/a

-US$188m

Jun 30 2025n/an/a

-US$50m

Mar 31 2025n/an/a

US$7m

Dec 31 2024US$1mUS$528k

US$65m

Sep 30 2024n/an/a

US$74m

Jun 30 2024n/an/a

US$84m

Mar 31 2024n/an/a

US$108m

Dec 31 2023US$669kUS$448k

US$131m

Sep 30 2023n/an/a

US$171m

Jun 30 2023n/an/a

US$211m

Mar 31 2023n/an/a

US$209m

Dec 31 2022US$212kUS$110k

US$206m

Compensación vs. Mercado: La compensación total de Tom($USD1.29M) está por encima de la media de empresas de tamaño similar en el mercado UK ($USD848.60K).

Compensación vs. Ingresos: La compensación de Tom ha aumentado mientras la empresa no es rentable.


CEO

Tom Hickey (56 yo)

1.8yrs
Permanencia
US$1,288,000
Compensación

Mr. Thomas Gerard Hickey, also known as Tom, is Director of Teamwork Crew Ltd. Mr. Thomas Gerard Hickey, also known as Tom, is Managing Director of Kenmare Resources plc from August 15, 2024 and has been i...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Thomas Hickey
MD & Executive Director1.8yrsUS$1.29m0.053%
£ 102.7k
Chelita Healy
Company Secretary5yrssin datossin datos
James McCullough
Chief Financial Officer1yrsin datossin datos
Ben Baxter
Chief Operations Officer11.3yrssin datossin datos
Terence Fitzpatrick
Group General Manager of Technical17.3yrsUS$503.33ksin datos
Katharine Sutton
Head of Investor Relationsno datasin datossin datos
Rajan Subberwal
General Counsel12.9yrssin datossin datos
Cillian Murphy
Group General Manager of Sales & Marketing7.3yrssin datossin datos
Anna Brog
Head of Sustainabilityno datasin datossin datos
Carlos Freesz
Global Head of ICTno datasin datossin datos
7.3yrs
Permanencia media
56yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de KMR es experimentado (7.3 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Thomas Hickey
MD & Executive Director3.7yrsUS$1.29m0.053%
£ 102.7k
Deirdre Somers
Independent Non-Executive Director5.8yrsUS$116.00k0.0044%
£ 8.6k
Mette Dobel
Independent Non-Executive Director4.3yrsUS$92.00k0.0028%
£ 5.5k
Elaine Dorward-King
Senior Independent Director6.5yrsUS$113.00k0.011%
£ 21.9k
Clever Fonseca
Independent Non-Executive Director7.8yrsUS$100.00k0.0058%
£ 11.3k
Ekaterina Ray
Independent Non-Executive Directorless than a yearUS$15.00ksin datos
Andrew Russell Webb
Independent Non-Executive Chairman4.4yrsUS$264.00k0.011%
£ 21.9k
Issa Al Balushi
Non-Executive Director3.3yrsUS$77.00ksin datos
4.4yrs
Permanencia media
58.5yo
Promedio de edad

Junta con experiencia: La junta directiva de KMR se considera experimentada (4.4 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 06:00
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Kenmare Resources plc está cubierta por 13 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Richard HatchBerenberg
Desmond KilaleaCanaccord Genuity
Kevin TimoneyDavy