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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
  -1.50 -1.12% 133.00 131.00 135.00 134.50 133.00 134.50 216,642 14:15:30
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 279.0 9.1 3.3 45.9 355

Tharisa Share Discussion Threads

Showing 476 to 499 of 1125 messages
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DateSubjectAuthorDiscuss
23/3/2021
10:30
croas, I was a bit confused by their rhodium percentage, but i think it comes down to if they are quoting the 6E basked or the 4E basket. I remember that the rhodium percentage when i first compared ths to slp was around 9.5%, which i think must be the 6E If using 4E it might welll be 12 (hopefully) but i'm sure ths were always behind slp, who had the highest. maybe someone can clarify....
martinfrench
23/3/2021
10:10
I am yet to be persuaded that there is any better guide for the long term price of a commodity than the current price. So while it may go higher or lower, the market price represents the consensus currently, and so is the best basis o calculate future revenues imo.
donald pond
23/3/2021
10:00
Some very interesting posts on here - thanks to everyone involved. Can I just check my understanding? It looks to me that if rhodium prices stay at current levels, revenues (and profits) increase by approx £250m. This is obviously not guaranteed long term, but from what I've read this could easily be a feature for some time to come. Am I basically on the right track?
overeager
23/3/2021
09:45
Rob - THS basket has 5 metals and a dusting of gold . Your blog report highlights just 3. Your analysis states Rh is 12% . THS presentations say 9.5% . That one calculation moves your numbers 20%.You also don't include iridium 4.3% or Ruthenium 14.4%.Nice blog btw.
croasdalelfc
23/3/2021
09:20
Hi Rob, just had a look at your blog and comments on Ths, I would encourage you to pull the plug on your job and try punting full time, I did 13 years ago in my late 30s and never regretted it. There are not many cheaper stocks than THS but if you like Russia then Etalon is worth a look and on the o+g side I3 is about as under valued as THS once you understand the recent transactions...
catsick
22/3/2021
21:28
Ok, thanks Mcro is microfocus, take a look, it could be your sort of thing
martinfrench
22/3/2021
17:11
I do low level data analysis - something nice and undemanding so I can focus on stocks.... At this point it costs me money but its nice not to depend on stocks and is psychologically good in a down month. Interest in Russia - its very, very cheap and mispriced. I UK/US/EU many overpriced stocks. Never heard of mcro.
rjmahan
22/3/2021
12:20
its the man himself.... got a couple of questions if you dont mind..... may i ask what is the day job you are thinking of giving up ? why so much interest in russia ? as your into value investing (as i am), didnt notice mcro in your portfolio ?
martinfrench
22/3/2021
10:59
Thanks ,,😃
rjmahan
22/3/2021
07:35
Second great website I've found this morning. Good work Rob! :)
farnesbarnes
21/3/2021
22:06
My thoughts on this are here: hTTps://deepvalueinvestments.wordpress.com/2021/03/21/tharisa-ridiculously-cheap-high-rhodium-price-means-a-likely-pe-well-under-4/
rjmahan
20/3/2021
00:44
Think the only thing that is holding this back is the city wants confirmation of that at the interims - personally it looks locked on to me.
podgyted
19/3/2021
09:45
At the current PGM and Chrome prices, my quick and dirty calc suggests Tharisa are making around $10m gross profit EVERY SINGLE WEEK
jon4567
19/3/2021
09:28
Fishing for stops at 140 Onwards and upwards
basem1
18/3/2021
17:03
This is like a fruit machine that is stuck on pay out or hitting the jackpot on every spin, on a chrome basis it is negative cost of a couple hundre dollars per tonne thanks to the by products from rhodium, palladium, iridium and platinum
ukgeorge
18/3/2021
16:38
great finish :) booom
ukgeorge
18/3/2021
15:27
Palladium currently up 8.2% on the day as well.
x54v
18/3/2021
15:07
As well as rhodium having gone up like a rocket, iridium has also trebled this year to around $5,500/oz Jost some sprinkles on the rhodium coved cake :) hTTp://www.platinum.matthey.com/prices/price-charts hTTps://www.tharisa.com/pdf/investors/presentation/2021/20210310-this-is-tharisa-march-2021-ir-presentation-imc.pdf Iridium is 4.3% of the 6e prill for tharisa Ruthenium has only risen from $250 to $375/oz What an amazing situation
ukgeorge
18/3/2021
15:00
"On a resource ounce basis, Tharisa, a Johannesburg-listed chrome and PGM producer, has the highest exposure to rhodium of 12% of resource ounces." https://www.miningmx.com/top-story/45622-soaring-rhodium-price-will-contribute-half-of-total-sa-pgm-company-revenues-in-2021/
x54v
18/3/2021
14:59
Good liquidity at present Can buy and sell 25,000 145.65-147.45
basem1
18/3/2021
11:05
just added 5k @ 145.85p :)
ukgeorge
17/3/2021
13:19
hTTps://www.youtube.com/watch?v=vjD3EVC1-zU I think this song explains the long term outlook for Tharisa.
ukgeorge
16/3/2021
14:40
The Nornickel announcement is massive. Tharisa, Sylvania and Jubilee only amount to circa 250k ozs annual production, the baskets are going to hold up very well I would think over next 4 months. Thanks for posting Sailing John.
cappajumping
16/3/2021
14:20
Palladium up 4-5% following Nornickel announcement this morning. Loss of 3-4 months production due to mine flooding and complex nature of fix - could be longer? They say they will lose 710koz PGMs - might impact Rhodium as well. hTTps://www.nornickel.com/news-and-media/press-releases-and-news/the-norilsk-division-adopts-plan-to-resume-operations-at-oktiabrsky-and-taymir-mines-and-norilsk-concentrator/type=releases
sailing john
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