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Feb 6 2026, 07:00 GMT
We update our forecasts on Kenmare to reflect the guidance on production and shipments given in the recent Q4 production report. We lower our price assumptions in 2025. We leave EBITDA unchanged in 2026 but lower it in both 2025 and 2027. These changes do not impact our net present value (NPV).
Feb 6 2026, 07:00 GMT