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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
  1.00 0.81% 124.50 122.00 127.00 124.50 124.50 124.50 126,927 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 442.8 137.5 27.8 4.5 332

Tharisa Share Discussion Threads

Showing 226 to 243 of 1275 messages
Chat Pages: Latest  15  14  13  12  11  10  9  8  7  6  5  4  Older
DateSubjectAuthorDiscuss
25/2/2020
14:15
Palladium hitting new highs. Unlike our sp:) http://www.sharecafe.com.au/2020/02/24/palladium-shines-as-commodities-shake-off-virus-fears/
paleje
24/2/2020
14:27
Doubt if it's coronavirus in this case, a poster on LSE who uses a broker said a determined seller has been chipping away at the share price so be patient will clear at some point.
paleje
24/2/2020
12:22
where is support?.... Glad I only have a few. Coronavirus causing havoc.
ukgeorge
21/2/2020
10:22
okay thanks
ukgeorge
21/2/2020
10:07
Today's Times - Tempus - Tharisa Buy https://www.thetimes.co.uk/edition/business/fields-of-gold-are-a-little-too-precious-btpbs63rg Palladium If the glister comes off gold it could give palladium an even greater chance to shine. The value of the metal has raced to record highs over the past 18 months but in its case there are probably more rational reasons to expect its popularity to continue. Palladium is one of six metals in the platinum group, which includes rhodium and osmium. The metal is highly sought after for its use in catalytic converters and hybrid vehicles. It is also in short supply. With Russia and South Africa the main sources, 80 per cent of mined palladium ends up in the converters, where it reduces harmful emissions from petrol and diesel-powered internal combustion engines. As vehicle emissions legislation, particularly in Europe and China, becomes more stringent, demand for these converters has risen dramatically. With palladium also featuring in hybrid vehicles — part of the hoped-for transition to all-electric cars — there seems little chance that the desire for it will reduce substantially. Although this has been the driving force propelling palladium prices higher, the metal is also used in jewellery and electronics, adding to its attractiveness. Incidentally, and adding to its rarity value, unlike gold, there are limited ways of taking exposure to palladium. Among listed companies, the only pure-play palladium producer of size is Tharisa, which owns the eponymous mine in South Africa, although there is also Sylvania Platinum, listed on Aim, which produces all six of the platinum group metals. The rising cost of palladium has become a serious concern for car manufacturers, and analysts have speculated that they might adopt a cheaper material — platinum, for example. Although slowing sales mean that profits are under pressure, the cost of moving from one metal to another is high, and likely to act as an impediment. In the background is also Norilsk, the Russian mining and metals producer that is considering investing in new palladium mines to release more of the commodity on to the market, so dampening prices and encouraging carmakers not to switch. Unlike gold, however, the pros of palladium outweigh the cons. Advice Buy
paleje
21/2/2020
09:37
The post has been deleted - he posted on about 100 boards this morning with a link to a dodgy Twitter account
otemple3
20/2/2020
21:47
fingers crossed it continues. Rhodium and palladium were making up circa 20% of revenue both have doubled in price. Chrome still in the doldrums though. Most the broker notes I have seen have a share price target of 160p region. fingers crossed they are right :)
ukgeorge
20/2/2020
16:48
Hi UK George! What happened? People realised what a difference higher PGM prices would mean to the revenues (and therefore profits) of Tharisa, all other things being equal. Especially as Tharisa's basket is heavy in rhodium. Do the maths - you might not want to sell your shares! IMO, it's a good example of how a misprice builds up over time, and then suddenly corrects when the market realises how absurd it has become.
bookwormrobert
20/2/2020
16:43
Hehe, I tried to sell out earlier couldn't get a quote online so didn't bother :) Nice surprise.
ukgeorge
20/2/2020
16:33
Wow, what happened in the last 10 minutes? I'm guessing that an overhang must have gone for there to be such a reaction.
daz
20/2/2020
10:20
Bit disappointing and April before next quarterly but I think we're overlooked. Worth noting SLP share price has risen by ~50% since reporting results last week. We should get a rise from pgm's too in spite of the lacklustre chrome price which they don't believe is sustainable and might start improving by Q3. Last FY pgm's and chrome accounted for roughly the same amounts each of gross profit, but in the last quarterly report pgm production increased more than chrome so the benefit of pgm price strength should outweigh chrome weakness. Particularly if that trend continues in the current quarter and no reason to think it wouldn't as management are up with events.
paleje
19/2/2020
20:57
Record pgm prices and we go down lol.
robizm
19/2/2020
08:12
RNS today - holding doubled. https://www.investegate.co.uk/tharisa-plc--ths-/rns/notification-of-major-holdings/202002190800094443D/ Significantly so. f
fillipe
13/2/2020
13:33
Peel Hunt today reiterates buy rating and 165p target price.
mfhmfh
10/2/2020
15:51
They don't do chrome just platinum group metals. But agree this one will do 155 to 165 ounces of pgm this year.
robizm
10/2/2020
15:04
Can you copy and paste the article please?
ukgeorge
10/2/2020
13:41
ST in Investors Chronicle just issued a strong buy article on SLP, they do chrome and pgm metals too, similar stuff to these and efficiently managed. https://www.investorschronicle.co.uk/comment/2020/02/10/exploiting-market-anomalies/
paleje
23/1/2020
12:18
He was the 5th out of 5 presentations last night, so concentration was lapsing a bit. Sounds pretty tightly managed operation. Reasonable confident that chrome prices will stabilise after one producer dumped supplies onto the market and caused prices to crater. Looking at opportunities in Zimbabwe. Also looking at solar power, given both countries have dodgy electric supplies.
goodgrief
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