Kenmare

Q2 production report

  • Jul 16 2025, 07:10 IST/BST
  • Colin Grant
  • Company Report
  • 6 page(s)
  • Sectors : Resource
  • Companies : Kenmare

Ratings and price correct at time of issue.

  • Kenmare

    Closing Price: 325.0p

  • RATING 19/06/25

  • PREVIOUS RATING 06/03/25

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DAVY VIEW

Kenmare’s Q2 production report reaffirms full year guidance on production and costs. Ilmenite pricing was stable in Q2. The company is adopting a more cautious approach to the shape of the recovery in pricing, leading to a non-cash impairment charge. Shipments in Q2 were impacted by weather and maintenance.

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Jul 16 2025, 07:10 IST/BST

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