Buy
Sell
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 2.96% 104.50 104.00 105.00 105.50 101.50 101.50 377,317 13:43:52
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 442.8 137.5 27.8 3.5 313

Tharisa Share Discussion Threads

Showing 551 to 574 of 1675 messages
Chat Pages: Latest  31  30  29  28  27  26  25  24  23  22  21  20  Older
DateSubjectAuthorDiscuss
15/4/2021
08:33
I hope you are right but, the latest RNS shows Rance Holdings Limited also selling some and they own 14.7%, 40M shares. So they could also be an overhang if they plan to sell more.

I think the market is taking current Rhodium prices as a short term event. Obviously every day that prices are high is a bonus to THS. Hopefully prices remain high and and ths can make 50p ish per share this year.

Then hopefully we will have a decent dividend and some new projects largely funded.

ukgeorge
15/4/2021
08:28
UK George. Is there are recording of the 13th presentation. I remember reading Phoevus was presenting but cannot remember on which web forum. Can you please help

Many thanks

bubloo
15/4/2021
08:19
It's never too early to be on the sauce :) Seriously though, in the coming weeks Fidelity will have stopped flooding the market with shares. Then H1 financials at the end of May will hopefully see an influx of new investors.
jon4567
15/4/2021
08:08
bit early to be on the sauce Jon....
ukgeorge
15/4/2021
08:01
220 is conservative. I think we could see that by the end of May...
jon4567
15/4/2021
07:13
Peel Hunt raises Tharisa target price to 220p from 195p
mighunter
14/4/2021
18:08
THS tweet:

htt ps://platinuminvestment.com/files/sixtysecs/WPIC_60seconds_Builtforspeed_04142021vFINAL.pdf

farnesbarnes
13/4/2021
18:21
thanks george
martinfrench
13/4/2021
18:03
Phoevos Pouroulis presented this evening

Guidance 155-165 is still on track post

want to grow to 200koz over next 18 months

Smelter to capture 15% margin

Additional assets should provide growth for shareholders

Salene (chrome) is very high grade and would get a premium
Karo very exciting.....new mine expected to be low cost

Off take agreement in place until october 2022 for the current pgm production

Chrome 25% of revenue currently PGM 75%

Generating a lot of cash half year financials will show this

Good presentation, the moderator and questions weren't very good.

ukgeorge
13/4/2021
16:17
Overeager. Thanks. I had rough estimate of 9p in mind. Any more is a bonus.
rogerramjett
13/4/2021
09:49
Rogerramjett,

Consensus dividend forecast for 2021 is $0.067.
I'm looking for net profit more like $200m which at a 15% payout would be approx 12p per share. (Don't hold me to this - this depends on PGM prices holding up)

overeager
13/4/2021
09:28
What is the expected interim dividend based upon these production figures, estimated revenue and FCF ? Usually 15% of net. Anyone able to work that out ?

Roughly of course ?

rogerramjett
13/4/2021
09:22
"at least it all appears to be self funding and that is what you want as a shareholder
steady as she goes"

Exactly - historically the ramp up in production capacity would have had to be funded by borrowing - now it's coming out of operating cash flow.

Update is bang in line with expectation and onward and upward from here.

overeager
13/4/2021
08:24
hTTps://www.proactiveinvestors.co.uk/companies/news/946378/tharisas-healthy-production-numbers-boosted-by-strong-platinum-group-metals-prices-946378.html

nice summary

ukgeorge
13/4/2021
07:28
I don't know why people were expecting special dividends because they are expanding production and spending a lot of capital
at least it all appears to be self funding and that is what you want as a shareholder
steady as she goes

ntv
13/4/2021
06:55
I particular liked the dig at Nornickel :)
farnesbarnes
13/4/2021
06:34
Yes. So quarterly revenue will have increased quite a percentage over Q1.

H2 with that basket price and an increase in production over H1 will be even better.

On track for a bumper year. Not a trade for me as they are showing operational growth in Vulcan as well as mining a product that is in deficit with a rising and sustainable price. Even with a fall in the basket price its still very undervalued considering margins will increase as a result of higher basket price and Vulcan in operation.

rogerramjett
13/4/2021
06:29
Basket price increase 40 percent quarter on quarter averaging 3290 and currently sits at 4011.Excellent
ukgeorge
13/4/2021
06:21
Sotolo the second quarter production is always the lowest. Its because of festive holidays and rainy season. Update is exactly as expected.
jon4567
13/4/2021
06:17
Well sadly your guess looks wrong on all counts at quick reading. With PGM down 9% and more expensive chrome transport etc, seems cash is $31m not over $50 as you hoped so no special divi announcement
sotolo
13/4/2021
06:16
26M cash increase in the quarter, production all in line :)
ukgeorge
12/4/2021
13:41
Most financials not until late May
croasdalelfc
12/4/2021
13:40
My guess is $305m H1 revenue >$50m net cash and dividend announcement.
croasdalelfc
12/4/2021
13:21
Substituting Rhodium with Palladium -hTTps://www.spglobal.com/platts/en/market-insights/latest-news/metals/031221-feature-analysts-deliberate-whether-auto-manufacturers-can-tolerate-high-rhodium-prices#:~:text=Savant%20said%20platinum%20and%20palladium,standards%2C%22%20the%20analyst%20said.
farnesbarnes
Chat Pages: Latest  31  30  29  28  27  26  25  24  23  22  21  20  Older
Your Recent History
LSE
THS
Tharisa
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

Log in to ADVFN
Register Now

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20230131 14:06:12