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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
  3.50 3.45% 105.00 104.00 106.00 105.50 101.50 101.50 361,626 11:48:57
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 442.8 137.5 27.8 3.5 314

Tharisa Share Discussion Threads

Showing 401 to 424 of 1675 messages
Chat Pages: Latest  19  18  17  16  15  14  13  12  11  10  9  8  Older
DateSubjectAuthorDiscuss
03/3/2021
09:30
Looks like the breakout is starting, thanks for you analysis Sailing John.
ukgeorge
03/3/2021
08:41
Basket hits $4k . Close to $900m runrate at these prices . 5 months into the year and $750m minimum revenue is pretty much nailed on
croasdalelfc
02/3/2021
23:33
As this is currently my largest holding by a large margin I suppose I should say hello. Held a few years back as a Chrome play and bought back an opening position last year as a PGM play. Have been adding significantly in the 120s and my average is now around 125.

I build models wherever possible and based on Q1 actual and PGM spot and an assumed 10%? refining margin I have an eps of 22p for H1 and 53p for FY a PE of under 2.5

I'm happy to share my model assumptions when I have time - always useful to get feedback to enable me to refine.

Regarding the apparent Insti seller FIL? I think it is likely they have reached their risk management limit for either the individual stock or the sector/country (following recent significant price rises) and have effectively become a forced seller. This is putting a useful drag on the price if like me you have been buying vol. I'm not expecting a sharp rise as I think the risk limit is capital invested not percentage held and so with each rise in the price I think the risk management limit will force further sells and therefore only a slow rise towards my target of 200p+ over the next few months.

Another observation is the publicity THS management are giving to the company and in particular basket price rises via Twitter on a weekly basis. I think they want the price higher to avoid a cheeky bid given that the big SA miners are currently looking at billion pound projects to increase PGM production and another option of course is an acquisition.

Feedback welcome

SJ

sailing john
02/3/2021
16:41
At current metals prices on an annual basis Rhodium revenue is $337M
Platinum $93M and Palladium $50M

Staggering

ukgeorge
02/3/2021
16:32
hTTps://www.kitco.com/charts/rhodium.html

Rhodium which is a major by product for Tharisa is continuing to go from strength to strength. Incredible run over five years it has had a low of $575 and today it is up $500 to $25,000/oz

ukgeorge
02/3/2021
15:42
I joined you Mr breakfast

...and I joined you and myself by buying yet again today. Cosy in here isn't it.

Now we just need the wider world to notice that this company is TOO BLEEDING CHEAP.

fullbreakfast
02/3/2021
10:14
PGM basket now $3900 plus
croasdalelfc
01/3/2021
09:11
Yes the price is well behind the curve because of our sellers
basem1
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.
ukgeorge
26/2/2021
16:34
I joined you Mr breakfast
martinfrench
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.

fullbreakfast
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
basem1
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."

davebowler
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 ?
basem1
19/2/2021
15:28
hTTps://www.youtube.com/watch?v=dm9Y5aihAJc
davebowler
19/2/2021
15:20
Can you send a link for that lse thread please?
whitehunter
19/2/2021
14:37
That's generally a good thing but try the thread on LSE as there's some quality posters
scubadiverr
19/2/2021
14:11
High volume today looks like good sign
whitehunter
19/2/2021
14:03
Considering the amount of trades we have a very quiet bb here
basem1
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

redtrend
18/2/2021
13:28
Is the seller of the way? This looks like at long last it may explode
scubadiverr
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?
martincc
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