Kenmare Resources plc

LSE:KMR Stok Raporu

Piyasa değeri: UK£207.9m

Kenmare Resources Yönetim

Yönetim kriter kontrolleri 2/4

Kenmare Resources CEO'su Tom Hickey, Aug2024 tarihinde atandı, in görev süresi 1.75 yıldır. in toplam yıllık tazminatı $ 1.29M olup, şirket hissesi ve opsiyonları dahil olmak üzere 50.5% maaş ve 49.5% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.053% ine doğrudan sahiptir ve bu hisseler £ 102.69K değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 7.3 yıl ve 4.4 yıldır.

Anahtar bilgiler

Tom Hickey

İcra Kurulu Başkanı

US$1.3m

Toplam tazminat

CEO maaş yüzdesi50.47%
CEO görev süresi1.8yrs
CEO sahipliği0.05%
Yönetim ortalama görev süresi7.3yrs
Yönetim Kurulu ortalama görev süresi4.4yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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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Yeni Anlatı 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...

CEO Tazminat Analizi

Tom Hickey'un ücretlendirmesi Kenmare Resources'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Tom 'nin toplam tazminatı ($USD 1.29M ), UK pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 816.93K ).

Tazminat ve Kazançlar: Tom şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.


CEO

Tom Hickey (56 yo)

1.8yrs
Görev süresi
US$1,288,000
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Thomas Hickey
MD & Executive Director1.8yrsUS$1.29m0.053%
£ 109.5k
Chelita Healy
Company Secretary5yrsVeri yokVeri yok
James McCullough
Chief Financial Officer1yrVeri yokVeri yok
Ben Baxter
Chief Operations Officer11.3yrsVeri yokVeri yok
Terence Fitzpatrick
Group General Manager of Technical17.3yrsUS$503.33kVeri yok
Katharine Sutton
Head of Investor Relationsno dataVeri yokVeri yok
Rajan Subberwal
General Counsel12.9yrsVeri yokVeri yok
Cillian Murphy
Group General Manager of Sales & Marketing7.3yrsVeri yokVeri yok
Anna Brog
Head of Sustainabilityno dataVeri yokVeri yok
Carlos Freesz
Global Head of ICTno dataVeri yokVeri yok
7.3yrs
Ortalama Görev Süresi
56yo
Ortalama Yaş

Deneyimli Yönetim: KMR 'un yönetim ekibi deneyimli ve deneyimlidir ( 7.3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Thomas Hickey
MD & Executive Director3.7yrsUS$1.29m0.053%
£ 109.5k
Deirdre Somers
Independent Non-Executive Director5.8yrsUS$116.00k0.0044%
£ 9.2k
Mette Dobel
Independent Non-Executive Director4.3yrsUS$92.00k0.0028%
£ 5.8k
Elaine Dorward-King
Senior Independent Director6.5yrsUS$113.00k0.011%
£ 23.3k
Clever Fonseca
Independent Non-Executive Director7.8yrsUS$100.00k0.0058%
£ 12.0k
Ekaterina Ray
Independent Non-Executive Directorless than a yearUS$15.00kVeri yok
Andrew Russell Webb
Independent Non-Executive Chairman4.4yrsUS$264.00k0.011%
£ 23.3k
Issa Al Balushi
Non-Executive Director3.3yrsUS$77.00kVeri yok
4.4yrs
Ortalama Görev Süresi
58.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: KMR 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.4 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/22 21:20
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Kenmare Resources plc 13 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Richard HatchBerenberg
Desmond KilaleaCanaccord Genuity
Kevin TimoneyDavy