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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
  3.00 3.08% 100.50 99.00 102.00 101.00 97.50 97.50 659,754 12:12:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 442.8 137.5 27.8 3.3 301

Tharisa Share Discussion Threads

Showing 501 to 525 of 1675 messages
Chat Pages: Latest  31  30  29  28  27  26  25  24  23  22  21  20  Older
DateSubjectAuthorDiscuss
08/4/2021
07:12
just added 5788 @143.37p

Roll on the results in May and next week.

ukgeorge
07/4/2021
14:13
very tempted to put this years ISA allowance in these, struggling to find anything more compelling.

Although I think the zimbabwe projects might be a bit of drag on the share price currently.

ukgeorge
07/4/2021
08:34
just added 3638 shares at 143p.

Surely Q1 results are going to be exceptional with iridium at $6k/oz and Rhodium at $26k/oz

ukgeorge
06/4/2021
22:52
It'll crash down to 141 tomorrow - which was its trading range. On the other hand why it was trading there given the Rh, Pt and Pd prices I have absolutely no idea.
podgyted
06/4/2021
20:37
Trades data after close a bit interesting.

Not real?

freddie ferret
06/4/2021
08:38
Rather baffled by SLP up sharply and TGS a bit down. Grrr
donald pond
06/4/2021
08:20
Calendar of events
12 Apr 2021
FY2021 Q2 production report

27 May 2021
Interim Financial Results FY2021
outlook reminder

Looking forward to these

ukgeorge
03/4/2021
14:06
Don't forget PGM usage in fuel cells in the EV revolution. Fuel cells will be needed for haulage etc.
cookie dough
01/4/2021
15:34
Mainstream EV adoption is 10 years off.
farnesbarnes
31/3/2021
13:48
And then a few years later when we are all driving EVs and there is no demand for PGM's they can shut the mines in SA.......
ukgeorge
31/3/2021
12:56
If you think that Norilisk have solved all their problems I would think again, come summer the melting permafrost problems will get worse, the mines are like Swiss cheese made of ice cream melting in the sun, huge reservoirs of water built up all over the place, there is a good chance over the next year or two these mines are fully abandoned and then the South African pgm mines can name their prices...
catsick
31/3/2021
09:29
My musings and calcs https://twitter.com/croasdale01/status/1377190453519527937?s=21
croasdalelfc
31/3/2021
06:51
Q2 is when the rhodium price kicked up . $4000 has been quoted as a basket price recently - THS get 85% after buyers discount.My numbers are averaged over half year - $300m nailed on with some possible upside to $310m
croasdalelfc
30/3/2021
22:06
for first half
I have a ebitda of 176 million dollars
pgm revenue 200 to 205 million
aisc for pgm 80 million
pgm grss profit 120 million
chrome revenue 120 million
arxo metals 20 million
35 to 40% gpm for chrome makes a profit of 40 to 48 million
therefore gross profit is 160 t0 170 million dollars + arxo metals profits 5 miilion
capex 25 vulcan + 25 other capex
therefor profit 125 million - deduct tax and bee share

if prices stay as off today
second half pgm 275 to 280 million
chrome revnue 130 0 140 million
arxo revenues 20 million

bubloo
30/3/2021
15:25
In the latest quarterly update they quoted spot PGM at the time of $2995 an oz so your numbers could turn out conservative Croasdalelfc. My model has annual revenue of $700m, but I'm an optimist by nature.
overeager
30/3/2021
10:20
H1 is in the bag - average PGM prices around $2500 an ounce. Add in approx 12% extra mined and buoyant Chrome prices then I get revenue for H1 over $300m. Upside is $310m .H1 2020 was $195m so probable 65% revenue increase in H1. Also Q1:Q2 breakdown is 40:60% so the real revenue upside will be felt in Q2 through to Q4 if prices remain high
croasdalelfc
29/3/2021
16:19
that is 777000 pgm ounces. this is close to 5 times the annual production of Tharisa
bubloo
29/3/2021
11:30
yes saw that, still 22t of lost pgm production.
ukgeorge
29/3/2021
10:41
Nornickel Seem to be saying now will be back to full production by summer
sotolo
29/3/2021
08:35
surely they should announce an extradorinary dividend, roll on results being exceptional
ukgeorge
26/3/2021
11:01
just had a top up 4,896 @143.43p

Roll on these high prices translating into growing cash flows.

ukgeorge
24/3/2021
23:12
I make it a bit over $200m by the time tax, processing costs and extra capex taken off, but; obviously market doesn’t believe these extraordinary bubble prices can be sustained, but if prices quickly fall back a third, profits would be under $100m for a PE of 6 which is normal for Tharisa at this stage of the cycle. Now if this bubble was to be unusually sustained and market is wrong we shall all get rich, but market often predicts right
sotolo
24/3/2021
19:52
Nornickel's flooded mines are now being estimated at 12 months to clean up, not the 3 to 4 months as initially advised. If true, will support PGM for a while longer.

hTTps://twitter.com/AK47PFL/status/1374750410339139585

farnesbarnes
24/3/2021
15:29
Thanks Overeager
ukgeorge
24/3/2021
13:16
UK George, I'm going to stick my head above the parapet based on my scribblings:

Assuming production is in the middle of guidance and that commodity prices remain broadly as is, I can see net profit of $325M for 2021 and EPS of getting on for $1.

To me these figures seen incredible and I keep re-checking my understanding, however, I can't be far out.

This is based on 160000oz of PGMs and 1.5mt of chrome concentrates.
Imagine what will happen when the near term goal of 2000000 of PGMs and 2mt of chrome concentrates is achieved.

overeager
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