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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
  2.50 1.97% 129.50 128.00 131.00 129.50 128.00 128.00 106,656 09:17:36
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 279.0 9.1 3.3 44.5 345

Tharisa Share Discussion Threads

Showing 426 to 450 of 1125 messages
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DateSubjectAuthorDiscuss
08/3/2021
13:21
rH - Jumped ship on PLUS in late Nov - worried about Cust P&L and I don't do risk - stopped posting over there early Nov other than odd comments about divis in Jan. I think given PI interest in stock markets in January PLUS will have another bumper Q1 for Revenue but I think Jan and Feb might have been poor for Cust P&L and I have model numbers similar to Q4 in terms of both Rev and negative Cust P&L. But it's impossible to monitor Cust P&L other than by looking at exposure to popular trades (so just a guess) and I have concerns about some big and predictable moves in popular instruments including cryptos. Still watching but sitting on hands until after Q1 at least Sorry about off topic everyone Regarding THS - I can't see any risk here currently with basket prices and Chrome moving up each month. We have a large seller feeding market (FIL or Maaden? others seem solid over recent years) with large trades on every upwards move suggesting they have reached their risk mangement limits and are a forced seller. Every move up perhaps breaches the limit again hence it will be a slow but steady climb. Add to that we appear to be off radar compared to other similar sized SA PGM producers such as SLP and JLP. No hurry if all the pressure is to the upside nai SJ
sailing john
08/3/2021
12:59
Shame it's not doing an SLP today
basem1
08/3/2021
12:39
Thanks SJ - always informative posts :) Are you still in plus?
rhatton
08/3/2021
12:33
Hi rH - good to see you here Tharisa very active on Twitter with info about PGM basket price and Spot Chrome Today's tweet - "Chrome continues on the up, spot trading around $180" Plus a chart vs Stainless price and it looks to me that Chrome ore has a little catching up to do! but trend clearly up for both Stainless steel and chrome ore at present https://twitter.com/tharisa_sa Also I like that they feature staff and tweeted support for Women's day. Nice to invest in a company that cares for staff.
sailing john
08/3/2021
12:07
Joined here with a position this morning. Impressive buying with not much share price movement.
rhatton
05/3/2021
10:27
Rhodium $1m a kilo. THS produce 1.2 kilos a day
croasdalelfc
04/3/2021
11:42
Chrome $180 spot according to mew presentation up from $165
croasdalelfc
04/3/2021
07:55
Impressive hTTps://twitter.com/tharisa_sa/status/1367353648230055943
x54v
03/3/2021
15:14
Yes, volume very strong today in particular and has been building along with the gentle rise last month. A lot more people becoming interested as they pick up on just how undervalued THS is at the moment.
x54v
03/3/2021
15:08
Volumes are looking very good to support a breakout, gla
texaspete2
03/3/2021
12:12
The figures forecast ( rev.profit eps etc) for 2021 look very good but they seem to stall for 2022. Any one know why.?
arcadian
03/3/2021
11:26
"My crystal ball wasn't working when I mentioned #THS a weeks before Covid kicking off. Nevertheless it's almost x2 since and as I ref'd a couple of weeks back it's very cheap still - I make it second to only #FXPO in the mining category at spots. The next move possibly starting" hTTps://twitter.com/baroninvestment/status/1367070358432591875
x54v
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
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