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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
  -0.50 -0.48% 103.00 103.00 105.00 104.00 103.00 103.50 108,961 16:35:09
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 442.8 137.5 27.8 3.3 308

Tharisa Share Discussion Threads

Showing 701 to 725 of 1575 messages
Chat Pages: Latest  39  38  37  36  35  34  33  32  31  30  29  28  Older
DateSubjectAuthorDiscuss
20/5/2021
10:38
Ironic that one 'shareholder's' ineptitude should impinge on not only the other shareholders but quite possibly the company itself!
eggbaconandbubble
20/5/2021
10:29
Great company, however the real problem here is that the liquidity is pitiful (apart from yesterday). Any fund or ii is trapped until they can either find another ii buyer for their stock, or they can sell into some volume. So clearing the overhang looks to be a slow process. We'll get there eventually.
gsg
20/5/2021
09:36
imo The Chinese are rumoured to be working hard to buy the Twickenham PGM mine from Amplats which has been on care and maintenance since 2016 and is a massive resource. The deal has been in negotiation for two years. They are short on PGM resources, so it will indeed be interesting to see how they proceed.

edit: They also bought out Nkwe some time ago. Last time I looked they were working to bring that resource into production. Further, it could be that they partner with Ivanhoe who are also working to bring a large PGM asset into production.

gsg
20/5/2021
09:19
Presumably, the Chinese will seek to gain control over mines/production in countries where governments are already in deep hock to them. They will use political influence and various inducements to do this. That is the way they work. Having cornered enough of the market for China's needs, they will leave the rest of the world to deal with an even more challenging commodity pricing problem.
saltraider
20/5/2021
08:19
The China situation intrigues me.

They introduce strict emissions legislation, knowing that this will require a source of PGM, then moan about soaring commodity prices. As spot buyers, they should have seen this coming.

Other than a hostile bid and let's face it there is clear value, how could they possibly enforce some kind of control over the market?

farnesbarnes
19/5/2021
22:29
FFS, there's ii an overhang, simple as that.
gsg
19/5/2021
21:22
Any evidence this is dodgy? Lack of a rise is a bit suspicious and I hear unsubstantiated rumours…
rjmahan
19/5/2021
19:36
GBP 600k buy after hours, and 2 x GBP 150k delayed trades.
farnesbarnes
19/5/2021
16:14
Buys outnumber sells 3 to 1 yet still no price movement at the end of the day-the powers that be do not want this share to move above 150p come what may.
Based on fundamentals and performance this share price should start with a 2

moneyman50
19/5/2021
14:06
FB - only slightly for comparison, so no he doesnt, SLP is his tip.
cb7
19/5/2021
13:13
Oh well, mm's have all swapped around and Winterfloods now pushing down on the offer. I'll leave it there, until the ii seller has cleared.
gsg
19/5/2021
11:55
Does Simon Thompson cover THS? I know he did an Alpha peer comparison a few weeks back re: JLP. Maybe a case of waiting for the 27th?
farnesbarnes
19/5/2021
11:36
The best sign will be, not only that they have vacated the offer, but that they have also switched onto the bid. I'll keep tabs on it.
gsg
19/5/2021
11:20
Ok cool. Once they stop loading then hopefully we'll see a bigger and more deserved move. Til then it's just a question of buying volume really.
themadstork
19/5/2021
11:19
This reminds me of the wise institutions dumping CAML few months back when PIs were loading up :). Started a new position here today given today's update. Thank you very much seller.
aimsurfer
19/5/2021
11:16
TMS.

No worries. It's Berenberg who keep loading the offer.

gsg
19/5/2021
11:11
FarnesBarnes. EPS considers capital and operational expenditure so expansion plans are considered.
rogerramjett
19/5/2021
10:50
GSG: Agreed to disagree!

I can buy 100k shares in a single click at present, meaning there is an MM sitting there with 100,000 shares for sale and this keeps getting reloaded. L2 info is not really relevant until those 100k blocks stop getting dumped onto the ask. Unfortunately at present I do not have access to RSP, so I can't see who the MM is, but once that MM stops reloading then we can safely say the seller is done.

themadstork
19/5/2021
10:41
My estimate was EBIT of $88m for H1 - maybe thats been blown out of the water. My FY guesstimate based on fwd metals pricing and prod at 160k PGMozs is more like $190m.
cappajumping
19/5/2021
10:30
Brucie

Can't see that they've ever paid a special or windfall. Personally, I'd prefer a sustainable div growth policy, and if paying a special, relatively small. Expansion plans will need to be paid for.

farnesbarnes
19/5/2021
10:19
FarnesBarnes19 May '21 - 09:47 - 643 of 650
0 1 0
6.8p div (based on full year) would be welcome
--------------------------------------------
In the end, I think shares like this which have received windfalls due to rising price of PGMs do need to reward their shareholders in this way, or risk failing to reflect value. SLP pay special dividends, which I think would be appropriate here. Have they done so in the past?

brucie5
19/5/2021
10:16
I hope the funds/institutions dumping their holding look like idiots in a few weeks. They must have their heads in the sand or in some other dark parts of their anatomy.
whitehunter
19/5/2021
10:10
We'll have to disagree. SEAQ is way more instructive imo when you are aware of the intricacies of each mm. Admittedly its more difficult on THS because of the minute NMS
gsg
19/5/2021
10:08
L2 is not very useful on SEAQ (ie quote-driven, MM only) stocks. You really need RSP to see the depth on the bid/ask.
themadstork
19/5/2021
10:06
Spread tightened slightly as Winterfloods have moved to 1.48p on the bid and now joined by Cantors. L2 2 v 1.
gsg
Chat Pages: Latest  39  38  37  36  35  34  33  32  31  30  29  28  Older
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