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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 526 to 550 of 1675 messages
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DateSubjectAuthorDiscuss
12/4/2021
09:38
just added a little 2k purchase, dont expect fireworks tomorrow, prob at best into late 150s

of more interest the financials

martinfrench
12/4/2021
09:09
i have my near term (prob a yr) of slp at £2 and ths at £3, nice round numbers so not too much analysis, but i know the value of both and both are very possible, but as everyone says, really depends on rhodium

if rhodium stays above 25k these should be quite easy to achieve

martinfrench
12/4/2021
08:01
Given the current profitability a target price of £3+ could be considered conservative. Obviously very much depends on how long rhodium prices are so high.
ukgeorge
12/4/2021
07:45
Exactly my thoughts too George, albeit I have a target a bit higher than 160p.
farnesbarnes
12/4/2021
07:42
If I put my rose tinted spetacles on when looking at the share price chart I see a cup and handle pattern.

These are a continuation pattern. There also doesn't look to be much obviouse resistance. 160p area is the previous all time high so some there.

Roll on an excepetional dividend I think 9p this year would be about right using the 15% payout ratio.

ukgeorge
12/4/2021
07:30
just had a top up 3,341 @ 149.5p

Production results tomorrow.

Roll on Rhodium prices remaining high for a long time

ukgeorge
09/4/2021
18:27
same here rog,

started early on slp, and have done very well, never really considered tharisa too much because it is a bit sluggisg, but have been building from 128

added today, dont like it but apparently its what we should do :-)

martinfrench
09/4/2021
16:05
Not one for averaging up but my conviction here has grown. Added twice this week both times at a higher price. Its an easy buy and hold for me. PGMs will be required for clean tech such as electrolysers and some fuelcell systems as well as the know catalytic converters etc.

Basket price is looking very good. Operational growth will only add to the bottom line. No estimates of MCap but believe this could have a way to go yet. Certainly attracted attention this week.

rogerramjett
09/4/2021
10:46
The Stockopedia and piworld StockSlam April 2021 featured Tharisa (THS) which was ‘Slammed’ at 09:53 by Keelan Cooper


Video: Https://www.piworld.co.uk/2021/04/09/stockopedia-piworld-virtual-stockslam-april-2021-hosted-by-damian-cannon/

Podcast: Https://piworld.podbean.com/e/stockopediapiworld-virtual-stockslam-april-2021-hosted-by-damian-cannon/

tomps2
09/4/2021
08:56
Thanks for signposting pi world presentation. Good summary in 3 mins for new/potential investors and confirms what existing investors already know.

JLP also presented later (I hold a much smaller position) Poor presentation on JLP imo with very little on numbers and growth story. It appears to me that SLP and JLP have been the big growth story over the past few years and Investors can't accept that there is a new opportunity at THS. They tend to look back at historic numbers which in our case were dominated by chrome price rather than pgms. As we know that has now changed and will become more apparent with results although I think we might have to wait until 1H in May as most PIs don't run models to convert the info in the quarterly TS next Tuesday to P&L /eps

sailing john
09/4/2021
08:44
good summary by that young guy, though all fairly std stuff

didnt like the guy presenting for micro focus, didnt really seem to get it

martinfrench
09/4/2021
07:51
hTTps://www.piworld.co.uk/2021/04/09/stockopedia-piworld-virtual-stockslam-april-2021-hosted-by-damian-cannon

from 9:50

x54v
08/4/2021
16:42
They need an extra day to count all the money :)
ukgeorge
08/4/2021
16:34
Hi,Just to say the Q2 April update “date” on the THS website states it will be 13th April and not 12th as has been mentioned here and elsewhere..GLA.
bdroop
08/4/2021
15:51
Ther was a stock slam last night in which THarisa was recommended as one of ten shares. Buying could be new joiners as a result
faz
08/4/2021
15:28
Shares in issue 296M mkt cap at 141p was £400M

Last years group revenue was $406 M gross profit $130M net profit $54M

This years revenue from PGM's alone using a 15% discount to todays prices comes out at $570M.

This is mind blowingly good.

ukgeorge
08/4/2021
15:15
Big order being filled?
saltraider
08/4/2021
15:10
I knew I should of bought more :)

Breakout looks to be on

ukgeorge
08/4/2021
13:12
Huge trade there.

Seller cleared?

x54v
08/4/2021
12:56
Right , Someone with a large holding clearly has been for weeks....How do we think this will affect abs or limit the share price increase if/when significant revenues are confirmed ?
ninedoors99
08/4/2021
12:43
hTTps://www.tharisa.com/pdf/investors/presentation/2021/20210310-this-is-tharisa-march-2021-ir-presentation-imc.pdf

Looking at slide 5 and using todays prices I get the current 4e price to be $5840 before knocking the discount for refining off.



.....rh .......pt ...........pd ......au.. ir ....ru

production 2020 13514 ........78710........... 23001........ 271......... 6127..................... 20435

Current price 29500 2546 1228 1749 6250 425

6e $4750/oz annual production 142058
4e $5842/oz annual production 115496



$M metal value 399 200 28 0 38 9 total 675

After 15% discount 338.9........... 170.3............. 24.0......... 0.4.......... 32.5............. 7.4........ Total 573.5

Monthly 28.2 14.2 2.0 0.0 2.7 0.6 total 47.8

ukgeorge
08/4/2021
12:24
On the LSE chat board they were suggesting fidelity are selling out, so likely quite an overhang.
ukgeorge
08/4/2021
11:56
Lots of buys here again but Still a large seller it seems. Hopefully just balancing the books
ninedoors99
08/4/2021
08:42
6 quarters of THS PGM growth - one quarter stymied because of Covid - - https://twitter.com/croasdale01/status/1380076956969005056?s=21
croasdalelfc
08/4/2021
07:42
UK George - I agree. The market seems to see the current PGM prices as an anomaly that will correct downwards. I see them more as the new normal.
overeager
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