KMR Share Price Performance
UK£2.24
-1.81 (-44.81%)
52.8% undervalued intrinsic discount
UK£4.73
Fair Value
Price UK£2.24
AnalystConsensusTarget UK£4.73
AnalystLowTarget UK£2.19
AnalystHighTarget UK£8.52
Fair ValueUK£4.73
Share Pricen/a
Kenmare Resources plc Stock Price
- 3 Narratives written by author
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- 44 Fair Values set on narratives written by author
KMR Community Narratives
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Fair Value UK£4.73 52.8% undervalued intrinsic discount
Nataka Expansion Will Capture Global Mineral Demand
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Fair Value UK£2.19 2.0% overvalued intrinsic discount
Mozambique Risks And Oversupply Will Squeeze Margins But Upgrades Follow
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Fair Value UK£8.51 73.8% undervalued intrinsic discount
Selective Mining Units Will Unlock Secular Ilmenite And Zircon Demand
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Mozambique Risks And Oversupply Will Squeeze Margins But Upgrades Follow
Key Takeaways Oversupply in key markets and shifting regulatory environments threaten pricing power and margins, despite operational improvements and efficiency gains. High capital requirements and global trends toward recycling may limit future cash flow and constrain long-term dividend growth.Read more
84
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UK£2.19
2.0% overvalued intrinsic discount
Fair Value
Profit Margin
11.25%
Future PE
7.67x
Price in 2029
UK£3.05
Nataka Expansion Will Capture Global Mineral Demand
Key Takeaways Expanded mining capacity and flexible operations are set to boost production, reduce costs, and support higher revenues and resilient margins. Elevated demand and critical mineral status position Kenmare to gain market share and pricing power, strengthening long-term growth and shareholder returns.Read more
148
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UK£4.73
52.8% undervalued intrinsic discount
Fair Value
Profit Margin
6.15%
Future PE
30.32x
Price in 2029
UK£6.27
Selective Mining Units Will Unlock Secular Ilmenite And Zircon Demand
Key Takeaways Structural shift in production capacity and unique resource profile position Kenmare for sustained margin expansion and revenue outperformance versus market expectations. Flexible expansion options and ESG leadership enable superior market share gains and premium pricing amid tightening global minerals supply.Read more
20
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UK£8.51
73.8% undervalued intrinsic discount
Fair Value
Profit Margin
24.87%
Future PE
10.27x
Price in 2028
UK£10.82
Trending Discussion
Recently Updated Narratives
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KMR: Nataka Transition And 2026 Guidance Will Balance Cautious Outlook
Fair Value: UK£2.19 2.0% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
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AN
KMR: Nataka Move And Plant Upgrade Will Support Future Cash Flows
Fair Value: UK£4.73 52.8% undervalued intrinsic discount
24 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
Selective Mining Units Will Unlock Secular Ilmenite And Zircon Demand
Fair Value: UK£8.51 73.8% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis
Kenmare Resources plc Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -3.64
- 5.59%
- -98.93%
- 25.1%
About KMR
- Founded
- 1972
- Employees
- 1740
- CEO
- WebsiteView website
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. The company operates the Moma Titanium Minerals Mine located on the northeast coast of Mozambique. Its products include ilmenite, rutile, and zircon; monazite; and concentrates, including secondary zircon, mineral sand concentrates, and ZrTi. The company was formerly known as Kenmare Oil Exploration plc and changed its name to Kenmare Resources plc in 1987. Kenmare Resources plc was incorporated in 1972 and is headquartered in Dublin, Ireland.
