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KMR.L$217.00+0.93%
Fair $217.00+0.0%

KMR.L

Kenmare Resources plc

Basic Materials / Other Industrial Metals & MiningLSE

$217.00

+2.00 (+0.93%)

Fairly Valued+0.0%Fair Value $217.00Fund rank 28/100 · Data gapFallback financials|
SA 20/D
F-Score: 2/9
Declining RevenueMargin CompressionLow Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $7.2M · quality 49.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

20/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is -39.9%, below the 5% threshold
Thesis & Journal · KMR.LLocal privado en este navegador · Kenmare Resources plc
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$192M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-39.9%

↓

Gross Margin

5.6%

↓

Debt/Equity

0.25

↑
52-Week Range$217
$192$413

TradingView lightweight chart

KMR.L price, volumen y niveles de valoración

Último $217.00Periodo -84.9%
Fair value: $217.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

-14.5%

FCF CAGR

—

FCF margin

-31.4%

FCF / Net income

0.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $328.6M · net income $-325.0M · FCF $-103.1M

2022-FY → 2025-FY

Gross margin

5.6%-40.7% pts

Operating margin

0.3%-44.1% pts

Net margin

-98.9%-138.1% pts

FCF margin

-31.4%-59.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$328.6M$328.6M$414.7M$458.5M$526.0M
Net Income$-325.0M$-325.0M$64.9M$131.0M$206.0M
EBITDA$-245.0M$-245.0M$154.7M$223.8M$296.4M
EPS-3.64-3.640.711.372.12
Gross Margin5.6%5.6%23.0%35.7%46.3%
Operating Margin0.3%0.3%21.5%33.8%44.4%
Net Margin-98.9%-98.9%15.6%28.6%39.2%
Balance Sheet
Debt/Equity0.250.250.070.040.07
Current Ratio3.243.24———
Cash Flow
Free Cash Flow$-103.1M$-103.1M$7.2M$86.7M$149.4M
Returns
ROE-39.9%-39.9%5.6%11.5%18.7%
Valuation
P/E——445.07279.20207.08
EV/EBITDA——187.86163.27143.98
P/B24.5524.5525.0231.9738.70
Growth & Yield
Revenue Growth-20.8%-20.8%-9.5%-12.8%—
EPS Growth-612.7%-612.7%-48.2%-35.4%—
Dividend Yield10.1%10.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -34.0%

Total return

-34.0%

Start / end P/E

n/dx → n/dx

EPS bridge

0.71 → -3.64

Residual

-44.0%

EPS growthn/d
Multiple reratingn/d
Dividend+10.1%
Residual / FX / buybacks / cross-term-44.0%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.