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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 576 to 600 of 1675 messages
Chat Pages: Latest  31  30  29  28  27  26  25  24  23  22  21  20  Older
DateSubjectAuthorDiscuss
27/4/2021
12:22
Well. Having done so well with SLP have decided to diversify in this market and made my first purchase of Tharisa. Sold some Unilever that is looking a bit unsure of itself at the moment to get the available cash.
scooper72
27/4/2021
12:20
Seems to have done the trick in busting out above 150 anyway
catsick
27/4/2021
11:57
The extra for Alpha is well worth it.
farnesbarnes
27/4/2021
11:46
Thanks otemple3 - I'm too tight to pay for Alpha!
overeager
27/4/2021
11:42
It's an alpha report. Go to JLP board and there is a copy
otemple3
27/4/2021
11:34
Catsick, which edition of Investors Chronicle please? I can't see it.
overeager
27/4/2021
11:18
Booooooooooooom breakout is on
ukgeorge
27/4/2021
11:12
what was the conclusion.
is THS a better buy than JLP?

brwo349
27/4/2021
01:46
Interesting to see Investors chronicle did a very in depth report on JLP and made some THS projection as a comparison, they predict ev/operating profits of 1.6 times next year falling to 1.1 the year after! Crazy....
catsick
26/4/2021
08:45
Fingers crossed, starting to look like it is edging back towards 150p if/when that gets broken, I'm hoping for a 30-40p run similar to the breakout from 80p.

The results are scheduled for 27th May, not long now :)

ukgeorge
26/4/2021
08:00
Our blockage seems to be clearing with the bid upto 145.75 this morning
basem1
24/4/2021
07:01
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
15:17
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
14:12
Current average Q3 PGM basket after discount is around $3300
croasdalelfc
23/4/2021
14:11
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
07:54
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
15:57
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
09:59
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
20:28
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
09:19
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
00:07
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
18:31
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
14:02
https://www.proactiveinvestors.co.uk/companies/amp/news/946683#click=https://t.co/l8KlRsxvSAA cash machine
croasdalelfc
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
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