Episode 13: $KMR.L with Conor Maguire of Value Situations (valuesits.substack.com)

Conor Maguire walks through his thesis on Kenmare Resources, one of a small handful of producers of critical Titanium Dioxide feedstock - Ilmenite and Rutile. Trading at a sharp discount to peers and past their major capital expansion, Conor likes Kenmare's outlook on a standalone basis, not to mention the company could potentially become an attractive target to competitors.