In this episode, we explore Kenmare Resources PLC, a key player in the titanium minerals industry essential for everyday products like paint and plastics. The company’s significant asset is the MoMA mine in Mozambique, which has a resource base expected to last over a century. Currently, Kenmare is investing $341 million to upgrade their processing unit to enhance efficiency and reduce costs associated with their operations. The podcast also addresses the market's cyclical nature, with current price softness potentially leading to a supply shortage by 2026, positioning Kenmare advantageously. Additionally, their strong community commitment and proactive engagement with the Mozambican government underscore their long-term operational stability and social responsibility.