Kenmare Resources - Re: KMR Stream Log - There is much dreaming about...

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Re: KMR Stream Log
13:51 01/07/2014
enfin
0 replies 0 0

There is much dreaming about buy-out pricing on this board. Using past placings as a barometer is a total nonsense. Iluka's "bid" values kmr at $1.1b ($795m + debt absorption of $307m) Increase the price to 27p and the value rises to $1.6billion. With realised ilmenite pricing per ton forecasted to be flat at $196 (till 2017), it is simply impossible to justify valuations beyond this. Iluka is returning with a "firm offer" but this will be the absolute upper limit.

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