Tharisa Share Discussion Threads

[farnesbarnes] 26/5/2021 11:54

2 to 3p being kicked about

[basem1] 26/5/2021 11:45

Is there likely to be an interim dividend announced tomorrow ? Last year I do not believe one was announced but our EPS is 6 x higher this year TIA

[farnesbarnes] 26/5/2021 11:07

hTTs://platinuminvestment.com/files/782345/WPIC_Platinum_Quarterly_Q1_2021.pdf

[farnesbarnes] 26/5/2021 09:54

Well, the Chinese probably got what they wanted in terms of a decent spot discount and are very probably stockpiling for the forthcoming chip supply.

[martinfrench] 26/5/2021 09:27

23000 on metails daily. but would imagine rh being very very lumpy in terms of orders being taken and suppliers coming to mkt, therefore it will swing quite wildly.

i doubt whether there is steady buying daily and steady supply coming to mkt

[farnesbarnes] 26/5/2021 09:18

GSG np. Its the smallest of my 3 holdings ;)

The fact that Kitco, BASF, JM and Tharisa are so different may suggest how thinly traded and volatile the Rh market is. Or perhaps bid/offer / spreads?

I'm thinking Kitco are out tbh.

[martinfrench] 26/5/2021 09:18

fb,

where the hell have they got that rh price from ??

must be fresh because of the other prices, makes you think......

[spooky] 26/5/2021 09:14

The Kitco price has to be dollars IMO, the price on the other PGM is ballpark right, but i don't understand why the rhodium price is so different from JM price.

[gsg] 26/5/2021 09:13

FB. I've nicked your post for the jlp board.

[farnesbarnes] 26/5/2021 09:09

Off Tharisa's twitter feed 30 mins ago:

just updated....

Gold1904
Rhodium26750
Palladium 2800
Platinum1204

[scooper72] 26/5/2021 09:00

Well, only after it dropped 10 percent yesterday. What I am trying to figure out is how much price is going to be set by spot prices of the metals mined on these miners and how much on the actual performance and long term prospects and management of the companies. Interested to know people's views.

[basem1] 26/5/2021 08:07

Loads of buying on SLP so we should turn

[croasdalelfc] 26/5/2021 08:05

Rh is $22800 on JM

[ukgeorge] 26/5/2021 05:50

On a postulive note platinum has just got through $1200

[gsg] 25/5/2021 20:57

So does BASF.

[farnesbarnes] 25/5/2021 20:33

Is that Rh 16500 GBP or USD? JM has 23k USD.

[spooky] 25/5/2021 18:19

UKGeorge, where are you seeing rhodium at 16500? Kitco, i see it.

[whitehunter] 25/5/2021 18:06

Not a great sign that sellers are not waiting for results. Almost as if news has been leaked.

[ukgeorge] 25/5/2021 17:32

hopefully, rhodium also now down to 16500, 135p was the previous breakout area so hoping for support there.

[gsg] 25/5/2021 17:22

The delayed after hours sell trade of 160,761 for £217,000 will hopefully be the end of the overhang. Maybe the reason for today's fall.

[sotolo] 25/5/2021 14:07

Yes ukgeorge but now we reap the benefit of our price not having risen with rhodium. Our profits will be about 20% lower than earlier in the month but our share price is only 7% of off, as it never gained the final 20% it should’ve. Now is this a big correction pushed on by the Chinese words, or are we going back down to rhodium 5000 or even 2000, from where it came, but even then our share is still reasonable value at current prices, of course dependent on whether chromium holds up as we would be a chromium miner with some pgm on the side

[arcadian] 25/5/2021 14:05

MMs just gathering stock before May 27th, Can`t blame them.

[croasdalelfc] 25/5/2021 13:51

Overall inc Cr prices down by just 7% from record levels - it's a correction

[astjgroom] 25/5/2021 12:39

Why the fall? EPS lower than expected?