Kenmare Resources plc

LSE:KMR Aktierapport

Börsvärde: UK£177.4m

Kenmare Resources Förvaltning

Förvaltning kriterier kontrolleras 2/4

Kenmare Resources VD är Tom Hickey, utsedd i Aug 2024, har en mandatperiod på 1.83 år. totala årliga ersättningen är $ 1.29M, bestående av 50.5% lön 49.5% bonusar, inklusive företagsaktier och optioner. äger direkt 0.053% av företagets aktier, värda £ 93.43K. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 7.4 år respektive 4.5 år.

Viktig information

Tom Hickey

Verkställande direktör

US$1.3m

Total ersättning

VD-lön i procent50.47%
Anställning som VD1.8yrs
Ägande av VD0.05%
Ledningens genomsnittliga anställningstid7.4yrs
Styrelsens genomsnittliga mandatperiod4.5yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse Jun 10

KMR: Recent Caution On Pricing And Dividends Will Shape 2026 Outlook

Analysts have trimmed their price target on Kenmare Resources by a total of £0.30, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E, as reflected in recent Berenberg target reductions of £0.10 and £0.20. Analyst Commentary Recent research indicates that bearish analysts are taking a more cautious stance on Kenmare Resources, reflected in successive reductions to their price targets.
Uppdatering av berättelse May 27

KMR: Cautious Market Conditions And 2026 Guidance Will Shape Balanced Outlook

Analysts have trimmed their fair value estimate for Kenmare Resources to £2.21, citing updated assumptions around discount rates, revenue growth, profit margins and a lower future P/E multiple following recent price target reductions of £0.10 and £0.20 in Street research. Analyst Commentary Recent Street research has reflected a more cautious tone on Kenmare Resources, with two price target trims of £0.10 and £0.20 contributing to the revised fair value estimate of £2.21.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
User avatar
Ny berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Analys av ersättningar till VD

Hur har Tom Hickey:s ersättning förändrats jämfört med Kenmare Resources:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: Tom s total kompensation ($USD 1.29M ) är över genomsnittet för företag av liknande storlek på UK marknaden ($USD 816.55K ).

Ersättning vs inkomst: Ersättningen för Tom har ökat samtidigt som företaget är olönsamt.


VD OCH KONCERNCHEF

Tom Hickey (57 yo)

1.8yrs
Anställning
US$1,288,000
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Thomas Hickey
MD & Executive Director1.8yrsUS$1.29m0.053%
£ 93.4k
Chelita Healy
Company Secretary5.1yrsinga uppgifteringa uppgifter
James McCullough
Chief Financial Officer1.1yrsinga uppgifteringa uppgifter
Ben Baxter
Chief Operations Officer11.4yrsinga uppgifteringa uppgifter
Terence Fitzpatrick
Group General Manager of Technical17.3yrsUS$503.33kinga uppgifter
Katharine Sutton
Head of Investor Relationsno datainga uppgifteringa uppgifter
Rajan Subberwal
General Counsel13yrsinga uppgifteringa uppgifter
Cillian Murphy
Group General Manager of Sales & Marketing7.4yrsinga uppgifteringa uppgifter
Anna Brog
Head of Sustainabilityno datainga uppgifteringa uppgifter
Carlos Freesz
Global Head of ICTno datainga uppgifteringa uppgifter
7.4yrs
Genomsnittlig anställningstid
57yo
Genomsnittlig ålder

Erfaren ledning: KMR s ledningsgrupp är erfaren och erfaren ( 7.4 års genomsnittlig anställning).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Thomas Hickey
MD & Executive Director3.8yrsUS$1.29m0.053%
£ 93.4k
Deirdre Somers
Independent Non-Executive Director5.8yrsUS$116.00k0.0044%
£ 7.8k
Mette Dobel
Independent Non-Executive Director4.4yrsUS$92.00k0.0028%
£ 5.0k
Elaine Dorward-King
Senior Independent Director6.6yrsUS$113.00k0.011%
£ 19.9k
Clever Fonseca
Independent Non-Executive Director7.9yrsUS$100.00k0.0058%
£ 10.3k
Ekaterina Ray
Independent Non-Executive Directorless than a yearUS$15.00kinga uppgifter
Andrew Russell Webb
Independent Non-Executive Chairman4.5yrsUS$264.00k0.011%
£ 19.9k
Issa Al Balushi
Non-Executive Director3.4yrsUS$77.00kinga uppgifter
4.5yrs
Genomsnittlig anställningstid
59.5yo
Genomsnittlig ålder

Erfaren styrelse: KMR s styrelse anses vara erfaren ( 4.5 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/24 17:56
Aktiekurs vid dagens slut2026/06/24 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Kenmare Resources plc bevakas av 13 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Richard HatchBerenberg
Desmond KilaleaCanaccord Genuity
Kevin TimoneyDavy