What podcasts say about Kendrick Resources
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Kendrick Resources
39 statements · 37 positive · 2 neutral
Kendrick’s fluorite-bearing mineralization may support conventional crush-grind-flotation processing.
“the presence of the fluorite suggests, suggests that it can be crush, grind, and float”
Open the episode · S12 Ep6: Sunday Roast - Mantle Resilience Plc,Xtract Resources,Bezant Resources,Solvonis Therapeutics plc, African Pioneer, Kendrick Resources, Active Energy Group PLC, Critical Mineral Resources & Galileo Resources #MNTL #XTR #BZT #SVNS #AFP #KEN #AEG #CMRS #GLRListen at 1:17:27
Colin Bird expects Kendrick’s rare-earth project to improve materially.
“This project's going one way, and that's up.”
Open the episode · S12 Ep6: Sunday Roast - Mantle Resilience Plc,Xtract Resources,Bezant Resources,Solvonis Therapeutics plc, African Pioneer, Kendrick Resources, Active Energy Group PLC, Critical Mineral Resources & Galileo Resources #MNTL #XTR #BZT #SVNS #AFP #KEN #AEG #CMRS #GLRListen at 1:19:32
Evidence of rare-earth processability could remove Kendrick’s valuation constraints.
“Once you have that evidence back in the RNS, then that will, that will take the brakes off, I think.”
Open the episode · S12 Ep1: The Sunday Roast featuring Charlie Fitzroy, CEO of RIFT Helium #RIFT #BZT #XTR #AFP #DGQ #EST #AGI #KEN #TM1 #POLB #SVML #UPL #BUCE #TAR #FORGListen at 50:03
Kendrick’s drilling indicates average total rare-earth grades of 3.1–3.5%.
“the average grade is going up 3.1-3.5% total rare earths.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 21:45
Kendrick’s project is among the greatest rare-earth projects ever discovered.
“One of the greatest rare earth projects ever discovered. I stand by that, Kevin. I stand by that.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 23:46
Kendrick’s rare-earth project is significant enough to attract country-level interest.
“the sort of project we're talking about has country interest.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 24:22
Kendrick expects an initial resource of approximately 50–60 million tonnes.
“we're going to basically get a resource, hopefully of about 50 or 60”
Open the episode · S11 Ep95: Midweek Takeaway with Colin Bird, Executive Chairman of Kendrick Resources (LSE:KEN) #KENListen at 8:28
Kendrick plans to publish a preliminary economic assessment by year-end.
“that's what I want to put out by the end of the year”
Open the episode · S11 Ep95: Midweek Takeaway with Colin Bird, Executive Chairman of Kendrick Resources (LSE:KEN) #KENListen at 16:10
A roughly US$1 billion valuation for Kendrick may be reasonable.
“when you talk of this being an MPB of a billion, it's probably quite reasonable”
Open the episode · S11 Ep95: Midweek Takeaway with Colin Bird, Executive Chairman of Kendrick Resources (LSE:KEN) #KENListen at 23:01
Kendrick Resources is expected to publish a maiden JORC estimate in Q3 2026.
“I'm expecting a maiden jorc Q3 2026”
Open the episode · S11 Ep86: The Sunday Roast: 12 Stocks on Our Radar for 2026 - Half Year Review #AMRQ #BZT #EPP #SVML #XTR #SVNS #JLP #ARS #AJAX #INC #EGT #KEN #GWMO #ASTR #ATN #FMETListen at 33:50
Kendrick Resources should rise in value relative to Mountain Pass.
“it's got to go up in value”
Open the episode · S11 Ep86: The Sunday Roast: 12 Stocks on Our Radar for 2026 - Half Year Review #AMRQ #BZT #EPP #SVML #XTR #SVNS #JLP #ARS #AJAX #INC #EGT #KEN #GWMO #ASTR #ATN #FMETListen at 35:42
The US or Europe will likely seek involvement in Kendrick’s rare-earth project.
“I don't see anything other than the US, almost certainly the US, but could be Europe as well, come in and basically say, yeah, thank you very much, we want part of that”
Open the episode · S11 Ep86: The Sunday Roast: 12 Stocks on Our Radar for 2026 - Half Year Review #AMRQ #BZT #EPP #SVML #XTR #SVNS #JLP #ARS #AJAX #INC #EGT #KEN #GWMO #ASTR #ATN #FMETListen at 36:40
Kendrick’s projects may contain billions of dollars of processable rare earths.
“they've got literally billions of dollars worth of rare earths that can be processed.”
Open the episode · S11 Ep85: The Sunday Roast featuring Guardian Metal Resources, Reveille Resources PLC and Special Guest Jonathan Swann #GMET #REV #KEN #EPP #LIFT #UOG #FCMListen at 1:31:27
Kendrick exploration results are consistently strong with few low results.
“we're not seeing very many low results, hardly any. And we're seeing consistency, consistency.”
Open the episode · S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTRListen at 38:18
Kendrick Resources can reach a share price of 85 pence.
“Can Kendrick be worth 85p? Affirm yes.”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 50:22
Kendrick’s expanded project could have an NPV of $800 million to $1 billion.
“you could be looking at $800 million to a billion NPV.”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 50:49
Kendrick Resources is likely to increase tenfold if its expanded project valuation holds.
“If that is the case, then Kendrick is likely to 10x.”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 51:14
Colin says Kendrick’s fundraise should finance work through its maiden resource.
“we've raised enough, we're pretty sure, to get us to our first maiden julk resource”
Open the episode · S11 Ep76: Sunday Roast featuring Hamak Strategy and Kendrick Resources #HAMA #KEN #TERN #BZT #XTR #AEG #ATNListen at 29:39
Colin values Kendrick’s verified near-surface mineralization at $400 million.
“we were able to get at that valuation of 400 million.”
Open the episode · S11 Ep76: Sunday Roast featuring Hamak Strategy and Kendrick Resources #HAMA #KEN #TERN #BZT #XTR #AEG #ATNListen at 31:24
Colin ranks Kendrick’s project among the world’s top three undeveloped rare-earth properties.
“it's certainly in the top 3 of the undeveloped rare earth properties in the world.”
Open the episode · S11 Ep76: Sunday Roast featuring Hamak Strategy and Kendrick Resources #HAMA #KEN #TERN #BZT #XTR #AEG #ATNListen at 33:40
Colin expects Kendrick’s exploration work to continue at an accelerated pace.
“it can be summed up by very much of the same but faster.”
Open the episode · S11 Ep76: Sunday Roast featuring Hamak Strategy and Kendrick Resources #HAMA #KEN #TERN #BZT #XTR #AEG #ATNListen at 35:46
Colin expects Kendrick’s Namibia development work to remain on budget and schedule.
“very, very bullish on being, being on budget, on time”
Open the episode · S11 Ep76: Sunday Roast featuring Hamak Strategy and Kendrick Resources #HAMA #KEN #TERN #BZT #XTR #AEG #ATNListen at 37:02
Charles predicts Kendrick’s share price could rise substantially further.
“it could have so, so, so much further to run.”
Open the episode · S11 Ep76: Sunday Roast featuring Hamak Strategy and Kendrick Resources #HAMA #KEN #TERN #BZT #XTR #AEG #ATNListen at 41:12
Phil predicts Kendrick could become a 100-bagger.
“I genuinely think Kendrick could do it, could do 100x.”
Open the episode · S11 Ep76: Sunday Roast featuring Hamak Strategy and Kendrick Resources #HAMA #KEN #TERN #BZT #XTR #AEG #ATNListen at 46:04
Phil predicts Kendrick will soon test the 10p share-price level.
“once it breaks through the 10p mark, which it's going to be testing soon”
Open the episode · S11 Ep76: Sunday Roast featuring Hamak Strategy and Kendrick Resources #HAMA #KEN #TERN #BZT #XTR #AEG #ATNListen at 46:16
Kendrick’s project is highly attractive if it maintains 3–3.5% grades.
“If you can maintain grades of 3, 3.5%, with the light magnetics being predominant, 25% of your value, then you're on to a very, very good project.”
Open the episode · S11 Ep71: Sunday Roast featuring Paul Welch from Buccaneer Energy and Colin Bird from Kendrick Resources #BUCE #KEN #BZT #AFP #XTR #UOG #RMR #EGT #AMRQ #SRVL #GWMOListen at 19:24
Kendrick’s project is developing both substantial tonnage and strong grade.
“This project is shaping up to have both.”
Open the episode · S11 Ep71: Sunday Roast featuring Paul Welch from Buccaneer Energy and Colin Bird from Kendrick Resources #BUCE #KEN #BZT #AFP #XTR #UOG #RMR #EGT #AMRQ #SRVL #GWMOListen at 19:47
Kendrick’s rare-earth project is world-class.
“I think we are looking at a world-class project without any doubt whatsoever.”
Open the episode · S11 Ep71: Sunday Roast featuring Paul Welch from Buccaneer Energy and Colin Bird from Kendrick Resources #BUCE #KEN #BZT #AFP #XTR #UOG #RMR #EGT #AMRQ #SRVL #GWMOListen at 21:09
Kendrick’s identified tonnage is approaching Mountain Pass’s scale.
“I don't know whether it will go to 28, what it'll go to, but we're already getting very close to Mountain Pass”
Open the episode · S11 Ep71: Sunday Roast featuring Paul Welch from Buccaneer Energy and Colin Bird from Kendrick Resources #BUCE #KEN #BZT #AFP #XTR #UOG #RMR #EGT #AMRQ #SRVL #GWMOListen at 23:00
Kendrick’s project exceeds Bird’s prior expectations for size, quality, and consistency.
“I had no idea of either the magnitude, the quality, or the consistency of this project.”
Open the episode · S11 Ep71: Sunday Roast featuring Paul Welch from Buccaneer Energy and Colin Bird from Kendrick Resources #BUCE #KEN #BZT #AFP #XTR #UOG #RMR #EGT #AMRQ #SRVL #GWMOListen at 25:49
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.