KMR Share Price Performance
UK£0
-3.98 (-100.00%)
Price UK£0
Fair ValueUK£4.50
Share Pricen/a
Narrative Update • May 27
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
·Fair Value UK£4.5 52.2% undervalued intrinsic discount
Nataka Expansion Will Capture Global Mineral Demand
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Fair Value
·Fair Value UK£8.51 74.7% undervalued intrinsic discount
Selective Mining Units Will Unlock Secular Ilmenite And Zircon Demand
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Fair Value
·Fair Value UK£2.21 2.8% undervalued intrinsic discount
Mozambique Risks And Oversupply Will Squeeze Margins But Upgrades Follow
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Mozambique Risks And Oversupply Will Squeeze Margins But Upgrades Follow
Kenmare looks caught in a tough squeeze: more supply in key markets and shifting rules in Mozambique may make it harder to keep prices and profits steady. The story weighs whether operational upgrades can offset higher taxes, heavy spending needs, and longer-term demand pressures from recycling.Read more
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UK£2.21
2.8% undervalued intrinsic discount
Fair Value
Profit Margin
14.75%
Future PE
5.85x
Price in 2029
UK£3.06
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
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UK£4.5
52.2% undervalued intrinsic discount
Fair Value
Profit Margin
11.72%
Future PE
15.26x
Price in 2029
UK£6.2
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
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UK£8.51
74.7% 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: Cautious Market Conditions And 2026 Guidance Will Shape Balanced Outlook
Fair Value: UK£2.21 2.8% undervalued intrinsic discount
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KMR: Revised Risk Outlook Will Support Future Cash Flows
Fair Value: UK£4.5 52.2% 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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Selective Mining Units Will Unlock Secular Ilmenite And Zircon Demand
Fair Value: UK£8.51 74.7% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
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Snowflake Analysis
Kenmare Resources plc Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Aug 19, 2026
- -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, Europe, rest of Asia, Saudi Arabia, 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.
