Tharisa Share Discussion Threads

[arcadian] 14/6/2021 10:37

Light relief.

[basem1] 14/6/2021 09:10

Hopefully we have seen the bottom But this is THS we are dealing with Bid is not as under pressure as it has been lately

[arcadian] 11/6/2021 17:46

Stockopedia have a stock rank of 99 out of 100 for THS. Are they nuts or is there hope somewhere?

[ukgeorge] 11/6/2021 16:51

looks like you are right.....

[martinfrench] 11/6/2021 15:44

they have updated over at LSE land as well, nice of them to do it not that i was particularly worried, glad i topped up

[sipps] 11/6/2021 15:04

sailing john -yes Tharisa advised me that the founding shareholders have not been selling - their CFO advised that there was a sale via South African market by one of the pre listing original shareholders but not a founding shareholder a few months ago so as they provided more info I thought it best to edit my posts - good to see that Tharisa read bullet boards, twitter etc. Seems to me that sellers have been driven by the mistaken belief that a slightly lower Rodium price would impact profits a lot and that is not the case - shareholders seem to miss that Tharisa are heading for 40-60% additional profit compared to last 6 months - based on more throughput at higher average basket price - plus new plant coming online in the near future that should raise margin by another 15%. This is a very well managed company with lots of growth potential, a share price easily 30% below fair value, a mine life that exceeds that of SLP - etc etc -

[ukgeorge] 11/6/2021 14:46

Not that I am reading a lot into it but quite a nice hammer formation currently today, usually a bullish pattern.

[ukgeorge] 11/6/2021 11:47

Roll on FIL being out, I guess it will however drag on for a few more months. Longer term the company is investing and has no debt and is throwing off cash at todays metals prices. But roll on a bounce in the share price. At least it is sunny :) (or will be tomorrow)

[sailing john] 11/6/2021 11:15

New presentation available dated 10th June hTTps://www.tharisa.com/pdf/investors/presentation/2021/20210610-ths-avior-summit.pdf Given at Avior Corporate summit so might promote a bit of interest Major shareholders - I see FIL now down to 2.7% all others unchanged And sipps appears to have edited his posts above (adding "not" and removing everything else he said!) as my reply 745 now out of context lol!

[martinfrench] 11/6/2021 10:57

they might need to chuck out a nice special divi sooner or later, would help

[martinfrench] 11/6/2021 10:53

i remember my early slp days were much like this. fundamentals win out in the end

[martinfrench] 11/6/2021 10:53

i've just added george so should all be ok now :-)

[lennonsalive] 09/6/2021 19:06

More sells than buys

[haywards26] 09/6/2021 13:39

The longer the PGM prices remain at lofty heights the stronger the share price re-rating will be when it comes. Many of the listed PGM companies are significantly undervalued - I presume due to the market expecting the current raw material pricing levels not to last, risks associated to such companies relating to locations of operations and a misunderstanding of mining related risks etc...

[pedigree_scum] 09/6/2021 11:57

just buy some more...simples

[ukgeorge] 09/6/2021 11:33

6 months of blockbuster profits and the share price is flat, ivesting is a strange game

[farnesbarnes] 04/6/2021 08:47

Thanks Dragon, appreciated.

[dragon35] 04/6/2021 08:35

It's all down to arbitrage. This causes a situation where there is rarely a big difference between the two.

[farnesbarnes] 04/6/2021 08:12

Quick q. It is known that there is a big seller here of THS in London. Is that the same of JSE:THA? Why would a big seller in London depress the price in SA? Or vice versa? How can dual listed stock be supressed in both markets, if the seller only owns stock on one market?

[sipps] 03/6/2021 18:38

https://app.stockopedia.com/content/why-do-buses-always-come-in-threes-slp-ths-jlp-817949?order=createdAt&sort=desc&mode=threaded Great comparison SLP verses THS verses JLP Tharisa wins... You may need an account with Stockopedia to access....