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Davy Research

Kenmare

New forecasts with more conservative assumptions

Oct 23 2025, 07:00 IST/BST
Colin Grant
Company Report
8 page(s)

Sectors : Resource

Companies : Kenmare

Ratings and price correct at time of issue.

Kenmare

Closing Price: 267.5p
RATING 03/08/16
OUTPERFORM
PREVIOUS RATING 07/12/15

UNDER REVIEW

Person's Name

Colin Grant

Analyst

DAVY VIEW

We have published new forecasts on Kenmare. Due to macro trends, we assume lower price forecasts in 2026 onwards than indicated following the Q3 production report. Our price forecasts at end-2026 are below the cost of production for many industry players, which is typical in the latter stages of price downcycles.

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Download full report with analyst certification and important disclosures

Oct 23 2025, 07:00 IST/BST