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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% 129.50 128.00 131.00 129.50 128.00 128.00 104,706 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 576 to 599 of 1125 messages
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DateSubjectAuthorDiscuss
24/4/2021
08:01
Tharisa regularly post the basket price on twitter. Yesterday the price was $4,012.It looks to be the 6e pgm price, I'm not sure if the 15% discount is included.
ukgeorge
23/4/2021
16:17
Croasdale. - yes, I agree with that - my spreadsheet showed that 15% reduction as a cost which whilst getting a sensible profit figure is wrong from an accounting point of view.
overeager
23/4/2021
15:12
Current average Q3 PGM basket after discount is around $3300
croasdalelfc
23/4/2021
15:11
Q2 I have $2800 average PGM basket and Q1 $2040. In my opinion you need to take 15% off the company stated average basket price .I get $180m PGM revenue. $90m chrome and $16m other revenue for H1 at $286m
croasdalelfc
22/4/2021
08:54
Jon4567, I have a lower figure +/- $210m for PGM revenue H1. The basket price I'm using is $2400 Q1 and $3300 Q2. Are you using the higher price for the whole 6 months maybe?
overeager
20/4/2021
16:57
Have you got an estimate of PGM revenue for H1 2021? I've come up with a figure of $305m from PGM alone.
jon4567
20/4/2021
10:59
Current Q3 revenue intake (at average basket prices since April 1st)will match or exceed the whole of H1 2020 https://twitter.com/croasdale01/status/1384445720099426306?s=21
croasdalelfc
19/4/2021
21:28
Bought in this morning out of profits from JLP. First because I want some more diversification in my SA based PGMs; and second for some dividend income, which seems to have risen mysteriously to almostt 4.6% on Stocko. I'm sure it was around 3% a short time ago. Has there been an upgrade? Maybe I'm confusing it with SLP, which I also hold, on similar basis. Value metrics are both superb, but THS appears to have the better growth. My larger holding continues to be in good ole JLP, which I still believe has a lot further to roll.
brucie5
19/4/2021
10:19
They are currently taking $2m a day even after the 15% buyers discount . Equivalent to an oiler producing 30k bopd . Should be valued closer to £750m imo
croasdalelfc
16/4/2021
01:07
Looking at the Rh chart (JM) for the last three months should give confidence IMO. Whilst its off its peak of $29,800, the lows are rising - my assumption is that the buyer's strikes are becoming less and less effective. 27 Jan $19,000 11 Feb $21,400 (minor) 15 Mar $24,500 31 Mar $26,200
podgyted
15/4/2021
19:31
Nice update from Peel Hunt there. “Broker Peel Hunt says strong platinum group metals prices are turning Tharisa PLC (LON:THS) into a cash machine.” “We update our estimates to reflect the ongoing strength of the platinum group metals,” said the broker. “We increase our target price to 220p to reflect the higher near-term cash flows and reiterate our Buy recommendation.̶1;
x54v
15/4/2021
15:02
https://www.proactiveinvestors.co.uk/companies/amp/news/946683#click=https://t.co/l8KlRsxvSAA cash machine
croasdalelfc
15/4/2021
09:33
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
09:28
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
09:19
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
09:08
bit early to be on the sauce Jon....
ukgeorge
15/4/2021
09:01
220 is conservative. I think we could see that by the end of May...
jon4567
15/4/2021
08:13
Peel Hunt raises Tharisa target price to 220p from 195p
mighunter
14/4/2021
19:08
THS tweet: htt ps://platinuminvestment.com/files/sixtysecs/WPIC_60seconds_Builtforspeed_04142021vFINAL.pdf
farnesbarnes
13/4/2021
19:21
thanks george
martinfrench
13/4/2021
19:03
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
17:17
Overeager. Thanks. I had rough estimate of 9p in mind. Any more is a bonus.
rogerramjett
13/4/2021
10:49
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
10:28
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
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