Tharisa Share Discussion Threads

[arlington chetwynd talbott] 17/6/2025 08:53:42

Great optics.

[deadly] 12/6/2025 11:38:04

XD today and finished up

[sailing john] 11/6/2025 08:10:45

Big move for Platinum +4.5% and Palladium +2.5% today should move share price up further today.

[sailing john] 10/6/2025 21:51:53

Trivial volume imo

[whitehunter] 10/6/2025 20:01:02

Disappointing to see a sale from a related party on a small rise yet again

[texaschaser] 09/6/2025 11:02:25

No more bags left. Expect more pumping as they sell their shares to you mugs.

[greyingsurfer] 09/6/2025 10:53:30

I have a solution to that problem! I hold both

[tigerbythetail] 09/6/2025 09:34:36

Hi Nigel!

Heavily into SLP so smiling at your quote. I accept things are looking better for THS now, but I prefer life over there.

[nigelpm] 09/6/2025 08:43:26

Now up 35% since the lows of high 50s!. Quite the move.

[sailing john] 09/6/2025 07:37:54

Platinum, palladium and Rhodium still rising strongly. Chrome remains high so hopefully profit and share price will follow over the next few weeks and months
GL SJ

[nigelpm] 05/6/2025 23:14:40

Well, it seems I did the right thing in getting out of this (even at a loss) and staying out.
What a mess!

Unfortunate timing!

[gotabsirius] 05/6/2025 10:56:31

When is Karo set to go into production? Gold alone is worth $50m a year once in full production and now platinum on the move. This is looking tasty again!!

[deadly] 22/5/2025 09:32:01

Chrome, platinum and paladium doing nicely thankyou.

[mjneish] 20/5/2025 17:53:35

New PGM report from Johnson Matthey:

[tigerbythetail] 20/5/2025 10:08:53

Well, it seems I did the right thing in getting out of this (even at a loss) and staying out.
What a mess!

[arbus5000] 19/5/2025 09:10:44

the chrome price is up 30% since begin April

[mjneish] 19/5/2025 08:23:39

Taking the middle of the range EPS (2.5 cents) and doubling to estimate the EPS for the full year, this puts them on a forward PE ratio of just under 15.

[sotolo] 08/5/2025 10:59:16

Chrome $300 of course is not what it was with hefty dollar decline

[sailing john] 06/5/2025 07:59:39

Chrome back at 300 and stable
PGMs pretty static helped a little by Gold at Karo.

[kaos3] 08/4/2025 18:21:54

thank you for the link

[justiceforthemany] 10/3/2025 13:59:52

Rhodium up strongly.
P/E 3
Cash = market cap

[tigerbythetail] 28/1/2025 11:49:45

Hi Sotolo!
My problem here remains the Karo deal. It was a bad business misjudgment to go ahead with it at all. And I really don't like the financing arrangements - they are not fair on Tharisa shareholders. It has poisoned what would otherwise be a very good business.
I much prefer SLP. Someday PGM prices will come back (they simply must), and that would be my chosen play.
FWIW, CHAR is a struggling Adonis Pourolis AIM investment vehicle. It started as an oil and gas explorer. It failed in Namibia and more recently has seemingly failed in Morocco as well (hence the huge share price fall). There has been attempt to rebrand it as a "transitional power company" with a prospective wind/solar project in Mauritania and various solar projects linked to mine operations (including Tharisa). Overall, it's a mess and nearly out of cash and a strong avoid.