Kendrick Resources
Organization
A mineral-exploration company pursuing projects with potential gold recovery and discussing royalty financing for one of its assets.
What experts have said about Kendrick Resources
33 statements · 31 positive · 2 neutral
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 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 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
Kendrick may be among the best rare-earth projects ever discovered.
“I'm now being bold enough to suggest that it might be one of the best, if not the best project which has probably ever been discovered.”
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 26:06
Kendrick’s maiden resource will exceed 14 million tonnes.
“I expect to come with a maiden resource well in excess of that.”
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 32:23
Kendrick can help meet Western rare-earth demand.
“this project looks like it's going to be the answer, part of the answer, to the Western demand.”
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 35:37
Kendrick can double its identified rare-earth tonnage and become world-class.
“If we double that tonnage, we're definitely world-class and we're absolutely convinced we can do that.”
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 1:04:24
Kendrick may become the world’s largest emerging rare-earth project.
“I would put it the way it's shaping to be one, if not the biggest emerging rare earth project in the world.”
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 1:08:59
Kendrick’s key remaining technical risk is establishing viable metallurgy.
“We've got to get the metallurgy right.”
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 1:10:48
Kendrick’s share price is likely to continue rising, subject to risks.
“I think the only way still is upwards”
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 1:15:15
Kendrick could be valued at £100 million within months.
“to say that this project over the next few weeks and months was valued at £100 million is by no means blowing it out of the equation.”
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 1:16:02
Kendrick Resources is valued far below a comparable rare-earth company.
“the one that was probably most relevant has a market cap of $910 million and Kendrick's worth about $11 or $12 million.”
Open the episode · S11 Ep68: Sunday Roast featuring Coiled Therapeutics PLC and Halo Resources #COIL #HALO #EPP #DELTA #KEN #AEGListen at 1:05:47
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.
6 episodes featuring Kendrick Resources
The Sunday Roast
Small caps weigh longevity science against energy and mining risk
The episode connects geopolitical uncertainty and macroeconomic pressure with the scientific, regulatory and financing hurdles facing small-cap companies.
Sep 13, 2026 · 1h 38m
The Sunday Roast
Small-cap miners chase production and cash flow
The episode tests whether a group of junior mining companies can turn development progress, exploration upside and strategic interest into near-term value.
Aug 30, 2026 · 1h 2m
The Sunday Roast
Kendrick advances Namibia rare-earth project after £1.76m raise
The episode connects difficult market conditions with the high-risk search for resource companies capable of delivering major discoveries.
May 31, 2026 · 51 min
The Sunday Roast
Small caps rally as AI valuations and mineral projects face scrutiny
The episode connects renewed UK small-cap optimism with the valuation, funding and development risks shaping resource and technology investments.
May 24, 2026 · 1h 17m
The Sunday Roast
Small-cap miners weigh cash flow against exploration risk
The episode tests whether improving operating cash flow and rare-earth discoveries can justify higher valuations before technical and market risks are resolved.
May 17, 2026 · 1h 29m
The Sunday Roast
Biotech promise meets copper development risk
The episode contrasts Coiled Therapeutics’ clinical ambitions with Halo Minerals’ path from permitted project to copper production and expansion.
May 10, 2026 · 1h 9m