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Share Name Share Symbol Market Type Share ISIN Share Description
Tharisa Plc LSE:THS London Ordinary Share CY0103562118 ORD USD0.001 (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 77.00 75.00 79.00 77.00 77.00 77.00 0.00 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 279.0 9.1 3.3 25.1 205

Tharisa Share Discussion Threads

Showing 276 to 300 of 300 messages
Chat Pages: 12  11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
12/10/2020
13:31
80p being paid
mfhmfh
12/10/2020
08:38
Rhodium price today USD 13500 per oz per http://www.platinum.matthey.com/prices/price-tables THS produced 13,5000 oz of rhodium in the last financial year. At today's prices that is worth about USD 182.25 million As THS produces a concentrate they get about 81%? of this value. This year the guidance is for about 14% more PGM's so about 14700 oz of rhodium. Bonanza time! THS is wisely using some of the extra cash flow to pre strip the open pit and upgrade recoveries to reduce costs, increase revenue and boost profits in the future.
sharpshare
12/10/2020
08:24
The Vulcan plant will turn a waste stream of chrome tailings into a revenue stream of chrome concentrate. So when the Vulcan plant is operational we can expected extra annual revenue of about 380,000 tons at USD 140 per ton meaning USD 53,200,000. opex 380,000 tons at about USD 4.16 per ton for USD 1,580,800 Transport costs to customers in China around USD 63 per ton costing USD 23,940,000 So extra gross profit per year from this plant around USD 27,680,000 Open pit life about 12 years, then underground of over 20 years (depending on prices then) So gross profit from this one investment over next 12yrs is about USD 332,160,000 Market cap today at 77p is about USD 266,000,000 If we apply a multiple of around 5 on this extra profit it is worth about USD 138,400,000 or about 40p per share extra. The Vulcan plant will increase margins significantly and reduce the risk of mine closure if chrome prices drop so enhancing the value of the entire mine.
sharpshare
12/10/2020
08:24
Re: PGM bonanza mentioned in the last RNS. Palladium looking strong. Rhodium bouncing back.
mfhmfh
08/10/2020
13:57
https://www.youtube.com/watch?v=iIsB0ltjS8o
mfhmfh
08/10/2020
13:40
from today's RNS: 'Restart of the Vulcan project' more information about the Vulcan project here: hxxps://www.tharisa.com/the-vulcan-plant.php The dates are not accurate due to Covid-19 but cost is around $25m but operating costs are only $4.16 per tonne. projected chrome concentrate production is 380 ktpa
mfhmfh
08/10/2020
10:39
This should really be at the 150 mark.
fernagx
08/10/2020
08:18
Annual results on 30th November: hxxps://www.tharisa.com/ovr-calendar.php
mfhmfh
08/10/2020
08:06
Indeed, an all-round excellent Q4 production Report with well presented good numbers. Going forwards a likely riser, I feel sure of that. f
fillipe
08/10/2020
07:52
agree it's a very good update and also reads they're getting good prices for their PGM products.
novicetrade68
08/10/2020
07:24
update better than expectations I think. Looks like all the investment in 2019 in mining equipment, etc is now starting to pay off and apart from re-starting construction of the Vulcan plant capex will be minimal. All IMHO.
mfhmfh
08/10/2020
07:15
I think great results and update. should move up once investors cotton to the upside story
bubloo
07/10/2020
16:53
Hope it is good. Didn’t like the slide running up to tomorrow.
whitehunter
07/10/2020
16:22
let's see what tomorrow brings
mfhmfh
16/9/2020
15:37
End July -Tharisa Plc THST.L : Peel Hunt raises target price to 165p from 155p
davebowler
07/9/2020
13:52
SLP delivered expectedly nice results today, cash machine. Would be nice if we got a bit of a read across, even though operations differ they're same sector and same geography.
paleje
27/7/2020
08:45
nice start to the week
mfhmfh
21/7/2020
11:56
Yes. Pure recovery play. The promising vaccines are helping sentiment. Wish my ITV ones would join in :-(
bradders51
21/7/2020
10:17
nice rise here past recent high. platinum and palladium futures looking stronger.
mfhmfh
13/7/2020
08:39
Solid NED buy
mfhmfh
10/7/2020
07:38
Vulcan plant is the key to increased revenue/profitability. currently suspended due to Covid-19. medium to long-term should be a huge boost to THS. from the video: good to see chrome prices higher. also investment in fleet/equipment over last 18 months which affected profitability over that period of time now starting to pay off with these last quarter results.
mfhmfh
10/7/2020
06:00
Thanks mfhmfh Good video. Very positive outlook. I wonder which projects they will go forward with in the next quarter.
bradders51
09/7/2020
22:34
https://m.youtube.com/watch?v=O_5i38RXdoo
mfhmfh
09/7/2020
14:36
It's my only share in the blue today. Now let's see if we can get towards £1. Fingers crossed
bradders51
09/7/2020
10:05
'Operating results for the quarter have been exceptionally strong with both May 2020 and June 2020 achieving consecutive record ROM output levels. These efforts, together with a very credible performance from the processing team has ensured our quarter on quarter production levels for both PGMs and chrome concentrates have shown increases at a time when we were not operating at full capacity. Together with good unit cost control, favourable PGM prices and higher pricing for chrome concentrate, the Company remains strongly cash generative and financially solid. Tharisa remains confident of replicating this strong performance in Q4.'
mfhmfh
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