Tharisa Share Discussion Threads

[basem1] 01/3/2021 09:11

Yes the price is well behind the curve because of our sellers

[ukgeorge] 01/3/2021 08:28

Rhodium was one of the few metals not to get trashed last week. Must be making some serious hey at these prices.

[martinfrench] 26/2/2021 16:34

I joined you Mr breakfast

[fullbreakfast] 26/2/2021 15:33

I suppose we should all be grateful to "the seller" for allowing us to continue accumulating shares at these levels.

[fullbreakfast] 26/2/2021 15:23

It has doubled in six months - not dull at all. I hold. I was kinda taking the p*ss out of myself as these frothy markets are in danger of turning me into an over-caffeinated, ADHD-afflicted loon. I mean sure it's doubled, but that was like two months ago dude. Feels like about ten years. Still offensively cheap. I added some more to my SIPP holding this morning at 130. This has become one of my larger metals holdings.

[basem1] 24/2/2021 14:53

Gents is the dividend tax rate 20% Which would equal a payout of 2.096p per share ? I have googled it

[basem1] 24/2/2021 09:31

Looking lively today Fair bit of selling yesterday nicely absorbed Ex dividend tomorrow

[davebowler] 22/2/2021 11:03

Liberum on Sylvania today... "Sylvania have declared a one-off windfall dividend of c.5.2 cents per share, 27% above our estimate of 4.1 cents. We expect a final dividend at the full year results of 4 cents, giving a combined yield of 6.4% in 2021. Sitting with $67m of cash and generating $155m of FCF at spot prices (35% FCF yield), with no major capex commitments, dividends look set to rise materially going forward. Basket prices hit a new record high today of c. R65,000/oz, and whilst this would normally make some investor nervous, we believe that the fundamentals for rhodium are solid on a three year view (see here). Top pick in mining."

[basem1] 21/2/2021 11:53

Some excellent posts over there I had not realised just how cheap this stock is with ebitda likely to be higher than $300m USD this next year. Will add tomorrow Does anyone know how much dividend we will end up after tax The before tax amount is 2.62p Ex Dividend on Thursday ?

[davebowler] 19/2/2021 15:28

hTTps://www.youtube.com/watch?v=dm9Y5aihAJc

[whitehunter] 19/2/2021 15:20

Can you send a link for that lse thread please?

[scubadiverr] 19/2/2021 14:37

That's generally a good thing but try the thread on LSE as there's some quality posters

[whitehunter] 19/2/2021 14:11

High volume today looks like good sign

[basem1] 19/2/2021 14:03

Considering the amount of trades we have a very quiet bb here

[redtrend] 18/2/2021 13:36

THS presenting at virtual event this evening, 18:00hrs UK time: https://www.proactiveinvestors.co.uk/register/event_details/318

[scubadiverr] 18/2/2021 13:28

Is the seller of the way? This looks like at long last it may explode

[martincc] 18/2/2021 10:32

Nearly all buys but looks like a seller is supplying a load of shares at around 129p I think Fidelity were last to notify reduction of shares, maybe them still selling down?

[yasx] 18/2/2021 01:24

It has doubled in six months - not dull at all. I hold.

[fullbreakfast] 17/2/2021 17:15

Dullest share I own at the moment. Reassuringly inert. Parrot sketch material really. Today's movement of -1.16% seems like white-knuckle stuff. It is blatantly cheap, though.

[davebowler] 11/2/2021 12:59

SLP certainly is reacting at the moment...

[ninedoors99] 11/2/2021 09:10

I agree I reviewed their numbers a couple of weeks ago, going back to the 2018 numbers and the much lower basket price and came to the same conclusion. Surely the impact of the increase basket prices has to kick in to the share price over the next few months.

[catsick] 11/2/2021 08:17

Pretty amazing the shares are the same level as 3 years ago and in that time they have paid off all debt, built a load of new plant and bought stakes in several nice assets and are now cranking profits out and have exploding pgm prices...