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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Kenmare Resources
Kenmare Resources (KMR) investor relations material
Kenmare Resources Status update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Status update summary15 Oct, 2026
Production and shipments
HMC production was 334.1kt (+12% YoY); excavated ore rose 22%, partly offset by 12% lower grades, primarily at WCP A near the end of its Namalope mine path.
Ilmenite output was 233.6kt (+12% YoY, +59% QoQ); primary zircon reached 13.0kt (+6%), rutile 2.2kt (+22%) and concentrates 44.5kt (+109%).
2026 ilmenite guidance reduced from ~800kt to 710–750kt due to WCP A commissioning; shipments expected at ~1.05Mt versus prior guidance above 1.1Mt.
Q3 shipments were 242.9kt (+7% YoY); delayed vessels and product-loading protocols constrained loading time. Cash operating costs expected toward the upper end of the $215–225m guidance range.
WCP A upgrade and operational projects
WCP A averaged 3,100tph capacity and 49% utilisation in Q3, versus ~2,760tph and 42% in H1; consistent nameplate capacity of 3,500tph is expected in H1 2027.
Interim winch-brake software improved resilience; a permanent first-dredge solution is expected by year-end, with pump-system, mining-rate and throughput improvements continuing.
Downstream debottlenecking, reliability and tailings measures were implemented; further improvement is expected in Q4.
SMO 2 equipment is on site, with commissioning expected in Q4 2026; estimated cost is $10.9m, of which $7.6m was incurred. SMO 3 is planned for H1 2027 at $2.1m.
Markets and growth opportunities
Ilmenite markets remained soft amid oversupply and elevated titanium feedstock availability in China; Q3 average received price rose QoQ on product mix, but a weaker Q4 price is expected on soft markets and lower-value mix.
Zircon prices strengthened in Q3 as reduced production and tighter availability outside China constrained supply; further improvement is expected in Q4.
PFS identified potential to produce up to 4kt of monazite concentrate annually at low capital outlay, alongside additional ilmenite, zircon and rutile production; DFS and offtake discussions are commencing.
DFS is expected to take up to one year; first production is expected about two years after a decision to proceed.
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Latest events from Kenmare Resources
- Lower 2023 results accompany H2-weighted 2024 output and major Nataka investment.KMR
H2 2023 - Long-term resource, cost discipline, and rare earths drive resilience amid market headwinds.KMRMining Forum Americas 2026
- Robust titanium and zircon demand supports long-term growth amid ongoing IA renewal talks.KMRInvestor presentation
- Revenue and EBITDA fell on weak prices, but shipment guidance for 2026 remains on track.KMRH1 2026
- Major plant upgrade secures long-term growth as 2026 targets higher shipments and lower costs.KMRTP ICAP Midcap Conference presentation
- Major plant upgrade secures long-term production as shipments and market conditions improve in 2026.KMRInvestor presentation
- Strong H1 shipments and concentrate output, with improved financial flexibility and ongoing regulatory talks.KMRStatus update
- Strong safety, robust shipments, and zircon price gains offset softer titanium markets.KMRStatus update
- 2026 targets over 1.1Mt shipments, lower costs, and improved cash flow after WCP A upgrade.KMRStatus update
Next Kenmare Resources earnings date
H2 202624 Mar, 2027
Kenmare Resources
Next Kenmare Resources earnings date
H2 202624 Mar, 2027
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Frequently asked questions
Kenmare Resources plc is a mineral sand products company. The Company produces and sells mineral sand products in China, Europe, the United States and internationally. It operates the Moma Titanium Minerals Mine located on the northeast coast of Mozambique. The company was incorporated in 1972 and is headquartered in Dublin, Ireland.