Kenmare Resources plc

LSE:KMR 주식 리포트

시가총액: UK£206.6m

Kenmare Resources 경영진

경영진 기준 점검 2/4

Kenmare Resources CEO는 Tom Hickey, Aug2024 에 임명되었습니다 의 임기는 1.67 년입니다. 총 연간 보상은 $1.29M, 50.5% 급여 및 49.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 £108.80K 가치에 해당하는 회사 주식의 0.053% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 7.3 년과 4.3 년입니다.

핵심 정보

Tom Hickey

최고경영자

US$1.3m

총 보수

CEO 급여 비율50.47%
CEO 재임 기간1.7yrs
CEO 지분 보유율0.05%
경영진 평균 재임 기간7.3yrs
이사회 평균 재임 기간4.3yrs

최근 경영진 업데이트

Recent updates

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.

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.

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.

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.

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.

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.

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.

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.

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

Dec 31
There Is A Reason Kenmare Resources plc's (LON:KMR) Price Is Undemanding

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.

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.

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.

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

Nov 13
Returns At Kenmare Resources (LON:KMR) Are On The Way Up

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

Oct 19
Here's Why Kenmare Resources (LON:KMR) Has A Meaningful Debt Burden

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

Jun 20
Kenmare Resources (LON:KMR) Has More To Do To Multiply In Value Going Forward
User avatar

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.

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

Mar 07
Kenmare Resources (LON:KMR) Is Looking To Continue Growing Its Returns On Capital

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

Mar 24
The Kenmare Resources plc (LON:KMR) Yearly Results Are Out And Analysts Have Published New Forecasts

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

Jan 21
Is Kenmare Resources plc (LON:KMR) Trading At A 25% Discount?

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

Mar 18
Returns On Capital Are Showing Encouraging Signs At Kenmare Resources (LON:KMR)

The Return Trends At Kenmare Resources (LON:KMR) Look Promising

Jun 17
The Return Trends At Kenmare Resources (LON:KMR) Look Promising

CEO 보수 분석

Tom Hickey의 보수는 Kenmare Resources의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Tom의 총 보수(USD1.29M)는 UK 시장에서 비슷한 규모 기업의 평균(USD821.96K)보다 높습니다.

보상과 수익: Tom의 보상은 회사가 적자임에도 증가했습니다.

CEO

Tom Hickey (56 yo)

1.7yrs
재임 기간
US$1,288,000
보수

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...

리더십 팀

이름직위재임 기간보수지분
Thomas Hickey
MD & Executive Director1.7yrsUS$1.29m0.053%
£ 108.8k
Chelita Healy
Company Secretary4.9yrs데이터 없음데이터 없음
James McCullough
Chief Financial Officerless than a year데이터 없음데이터 없음
Ben Baxter
Chief Operations Officer11.3yrs데이터 없음데이터 없음
Terence Fitzpatrick
Group General Manager of Technical17.2yrsUS$503.33k데이터 없음
Katharine Sutton
Head of Investor Relationsno data데이터 없음데이터 없음
Rajan Subberwal
General Counsel12.8yrs데이터 없음데이터 없음
Cillian Murphy
Group General Manager of Sales & Marketing7.3yrs데이터 없음데이터 없음
Anna Brog
Head of Sustainabilityno data데이터 없음데이터 없음
Carlos Freesz
Global Head of ICTno data데이터 없음데이터 없음
7.3yrs
평균 재임 기간
56yo
평균 나이

경험이 풍부한 관리: KMR의 경영진은 노련하고 경험이 풍부합니다(평균 재임 7.3 년).

이사회 구성원

이름직위재임 기간보수지분
Thomas Hickey
MD & Executive Director3.6yrsUS$1.29m0.053%
£ 108.8k
Deirdre Somers
Independent Non-Executive Director5.7yrsUS$116.00k0.0044%
£ 9.1k
Mette Dobel
Independent Non-Executive Director4.3yrsUS$92.00k0.0028%
£ 5.8k
Elaine Dorward-King
Senior Independent Director6.4yrsUS$113.00k0.011%
£ 23.2k
Clever Fonseca
Independent Non-Executive Director7.8yrsUS$100.00k0.0058%
£ 12.0k
Ekaterina Ray
Independent Non-Executive Directorless than a yearUS$15.00k데이터 없음
Andrew Russell Webb
Independent Non-Executive Chairman4.3yrsUS$264.00k0.011%
£ 23.2k
Issa Al Balushi
Non-Executive Director3.3yrsUS$77.00k데이터 없음
4.3yrs
평균 재임 기간
58.5yo
평균 나이

경험이 풍부한 이사회: KMR의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.3 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/04/30 02:40
종가2026/04/30 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Kenmare Resources plc는 13명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Richard HatchBerenberg
Desmond KilaleaCanaccord Genuity
Kevin TimoneyDavy