Kenmare

Updating forecasts and revisiting our NPV

  • Sep 9 2025, 07:00 IST/BST
  • Colin Grant
  • Company Report
  • 13 page(s)
  • Sectors : Resource
  • Companies : Kenmare

Ratings and price correct at time of issue.

  • Kenmare

    Closing Price: 320.0p

  • RATING 03/08/16

  • PREVIOUS RATING 07/12/15

    UNDER REVIEW

DAVY VIEW

We update our forecasts following previous compliance restrictions. We lower our price forecasts to reflect the impact of modest new industry supply, reduce our shipment forecasts and update our cost estimates. We also revisit our net present value (NPV), which is £8.50/share and supports our price target.

Download full report with analyst certification and important disclosures

Sep 9 2025, 07:00 IST/BST

Download