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THS Tharisa Plc

66.50
0.00 (0.00%)
Last Updated: 08:00:23
Delayed by 15 minutes
Tharisa Investors - THS

Tharisa Investors - THS

Share Name Share Symbol Market Stock Type
Tharisa Plc THS London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 66.50 08:00:23
Open Price Low Price High Price Close Price Previous Close
66.50 66.20 66.50 66.50
more quote information »
Industry Sector
MINING

Top Investor Posts

Top Posts
Posted at 22/5/2024 09:51 by stemis
Posted on another chat board by Tharisa (presumably by Ilja Graulich, Head of Investor Relations and Communications):-

Peel Hunt comment on trading statement

News: Tharisa has released the usual JSE-mandated trading update ahead of the interim FY24 results. This update highlights an expected EPS range of USc12.5-13.5, well ahead of our USc11 estimate. While the PGM market has remained subdued, the chrome concentrate market has stayed strong. The comment that adjusted (or headline) EPS and basic EPS are in the same range indicates to us that the upcoming results will be 'clean'.

Peel Hunt view: While the YoY comparisons are not favourable, this comes as no surprise given the prevailing PGM basket prices and we would use any weakness in the Tharisa share price to add to positions
Posted at 23/2/2024 17:50 by stemis
Here's the last detailed update on Karos

hxxps://www.tharisa.com/pdf/investors/presentation/2022/20221012-tharisa-kmh-marketing-presentation-october-2022-final.pdf

At the time the cash cost was US$1 096/PGM oz (exc royalties & tax). Forecast production 194k oz pa. Company has a 5 year tax holiday from operations. Average PGM basket price in quarter ended 31 December 2023 was $1,344
Posted at 15/2/2024 08:44 by stemis
Investors wonder why companies are reluctant to interact with PI's.

I'm not a great fan of LSE. In my (albeit fairly limited interaction - mainly DX., SQZ and THS) I've found it the source of some absolutely woeful analysis, which is then swallowed wholesale by gullible readers.
Posted at 07/2/2024 10:16 by stemis
and then burying that fact from investors deep in the footnotes of the annual report

Actually was mentioned in the CFO's review
Posted at 07/2/2024 09:56 by tigerbythetail
Hi Stemis!
I don't see things in the way you do.
Any road, you must see that spending large amounts of company money to buy shares in a risky and all-but-worthless enterprise (Karo), and then burying that fact from investors deep in the footnotes of the annual report, is alarming.
How on earth can Tharisa justify putting a $1.4 bn valuation on a half-built mine in Zimbabwe which requires high platinum and palladium prices to even break even and which is smaller than Tharisa mine itself?!? Just compare the two valuations. It's insane.
Posted at 06/2/2024 09:19 by loganair
A share price falls due to being in a disliked sector. When the share price reaches near its bottom because of this the small private retail investor sells due to fear.

A share price rises due to being in the fashionable sector and when the share price is near its 52 week high, the small private retail investor piles in due to FOMO.

At the moment the price of oil and PGM's are where they are shows the world is currently in recession therefore its the time when to start picking up stocks in these areas as in the next couple of years when the world comes out of recession the prices of these commodities will start to rise again.
Posted at 09/10/2023 13:45 by whitehunter
The weekly prices are under the Weekly PGM and Chrom Info option under the Investors tab on their website
Posted at 09/10/2023 11:09 by melloteam
Just to let shareholders and prospective investors know that Tharisa will be covered in the BASH (Buy, Avoid, Sell, Hold, our popular panel with analysts and professional investors, on the MelloMonday webinar today at 5pm, Monday 9th October 2023. There will also be presentations from accesso Technology, Equals Group Plc, Dillistone Group plc and Whizz Education.

The event will also feature an interview with Craig Richardson and much more.

There will be over 500 investors attending and these are very popular shows with company presentations, fund manager and investor interviews, and panel sessions.

Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.
Posted at 01/9/2023 09:23 by stemis
From investor relations:-

Hi, we have deactivated it for a while, taking a break from X, the weekly data is on our website
Posted at 16/5/2023 18:10 by moneyman50
A pe of 4 is very low and whatever the company does its shareprice gets hammered.
Some shortsighted investors appear to have sold today because of the fall in the EPS which is only due to the Karo fair value adjustment!
The chromium price at its current level will go a long way to compensating for the lower Pgm prices -it is still hovering around $300 level and Pgm and chrome production levels suffered due to bad weather in the first halve.The actual EPS from operations has increased and therefore the dividend should not be cut unless the directors wish to crash the shareprice further -.perhaps someone will put us out of our misery and make an offer for the company.PGM prices are cyclical and may well increase

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