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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
  -10.00 -8.0% 115.00 114.00 115.00 123.50 112.50 123.50 934,083 16:35:22
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 279.0 9.1 3.3 38.4 307

Tharisa Share Discussion Threads

Showing 351 to 375 of 1175 messages
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DateSubjectAuthorDiscuss
12/1/2021
13:20
Bubloo - apologies your right, although Tharisa's mine is next to mining town of Mooinooi, which itself is 2km from Gauteng.
redtrend
12/1/2021
11:13
based on todays prices ths is slated to to make ebidta of around 350 to 400 million dollars. If you had listented to phoevus webinar he said the chromium profit margin was around 28% when chrome was in 130's and the aisc for pgm was arounf 588 dollars. If you look carefully at last years results it is clear that any increase in revenue largely goes into gross profit as this is I think a largely a fixed cost mining business with marginally variations. my own calculations suggest it is trading at eps of around 2 if prices remain the same. I have an eps of betwenn 50 to 60 cents at the least all opinions welcome
bubloo
12/1/2021
11:06
tharisa mines are in northwestern province with low infective rates and not in gauteng
bubloo
12/1/2021
10:04
No worries UKG. To balance my bullish post, the only issue to consider for new investors or existing ones topping up is the COVID19 2nd wave in South Africa. There is a possibility SA Gauteng region THS and SLP operate in could go in to more stringent lockdowns than they are currently under, although this has not occurred yet. THS operations are naturally more suited to social distancing and complying with any new SA Gov dictats as it's all open pit mining, predominantly "yellow fleet". Whereas SLP for example, Samancor who provide the chrome arisings are a mix of underground and open pit. Both navigated 2020 lockdowns without any major issues. It could still have a marginal impact on THS - we've seen from their update some personnel are impacted by covid. On flipside more stringent lockdowns will impact PGM and Chrome underground mining significantly curtailing supply, giving a significant boost to PGM prices and Chrome too. Probably one of many reasons Rhodium is circa $19,000 Oz. It also weakens the ZAR reducing costs. So it's a case of "swings and roundabouts".
redtrend
12/1/2021
09:38
Thank you for your analysis Redtrend.
ukgeorge
12/1/2021
09:34
Not sure why you think this is uninspiring - they've had a $26m increase in net free cashflow in 1 single quarter, moving from $21m Net Debt to $5m Net Cash. That equates to $100m+ free cashflow per year based on market cap of only £345m. However since this update, THS 6E PGM basket has increased by $600 per Oz to $2,995oz and Chrome increased by $10tn to $145tn. If those prices were maintained, free cashflow would be in $200m p.a. region. I don't base my investment in THS on PGM basket staying at such elevated levels, but even on $100m free cashflow p.a. this is significantly undervalued. Whilst the dividend investors will all receive in Feb is now only 2% (they still need to announce ex-div date), if these PGM prices continue I would hope THS think about a special interim dividend in the 7% region when they provide interims in April/May time. Once Vulcan Fine Chrome Project is complete ($50m Capex), FY 2022 starting 1-Oct-2021, I would expect 10% dividend yields with the cash THS are throwing off.
redtrend
12/1/2021
09:27
PGMs volume 14% up on year and price much higher. Dividend to be anounced soon. Slow start today but should motor ahead.
deadly
12/1/2021
07:47
Fairly uninspiring update Neutral to negative as regards the SP
basem1
11/1/2021
17:17
£1.40 plus tomorrow...
joemillion
11/1/2021
16:53
let's see what tomorrow brings
mfhmfh
11/1/2021
16:39
Q1 production report tomorrow. Seems a bit lacklustre of late. Had a few more after the drop today.
deadly
05/1/2021
10:38
good top-up opportunity IMHO. palladium futures above £2,400 platinum futures £1,080 Rhodium at a record £17,800 Production update next Tuesday according to calendar.
mfhmfh
05/1/2021
09:24
132p to sell, I should have got out of bed earlier.
ukgeorge
04/1/2021
17:43
still undervalued IMHO. 200p as the next target price hopefully. SLP was Stockopedia's top pick for 2021. I think THS is at least as good as SLP. I am invested in both companies.
mfhmfh
04/1/2021
17:01
Might have to take some profits on this great rally
ukgeorge
04/1/2021
09:44
all those profits from rhodium flowing in :)
ukgeorge
04/1/2021
09:43
Such a quiet board, which is great, and an under-appreciated company compared to SLP for example.
deadly
31/12/2020
09:31
12.01.2021 - FY2021 Q1 production report on THS website. not long to wait. Hopefully a good report will push us to 150p which would still be cheap.
mfhmfh
31/12/2020
09:05
Real strength showing through at THS. Lowest mm ask on show now 128p. f
fillipe
30/12/2020
09:50
Very astute comment
deadly
29/12/2020
13:30
Up again, today. f
fillipe
29/12/2020
10:19
114p being paid today.
mfhmfh
29/12/2020
07:41
There’s an article on page 28 of today’s Telegraph about Tharisa , as part of the Questor series , about Tharisa . It only rates Tharisa as a ‘ hold ‘ , but it suggests that , if the world economy is actually recovering , and also with the possibility of the return of inflation due to Quantative Easing , commodity shares could provide a hedge .
mrnumpty
24/12/2020
10:14
Q1 production report on 12.01.2021 according to website: hxxps://www.tharisa.com/ovr-calendar.php
mfhmfh
24/12/2020
10:12
A nice move today :)
ukgeorge
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