Tharisa Share Discussion Threads

[pedigree_scum] 17/6/2021 11:27

Great opportunity

[jon4567] 17/6/2021 10:55

I bought some yesterday, I bought more today. If it falls further I'll buy again. This isn't a blind punt. The company numbers and investment case are overwhelming convincing

[lennonsalive] 17/6/2021 10:15

Dividend, sell off, lack of buyers

[ukgeorge] 17/6/2021 10:02

looks like 120p is the next support level, quite a sell of for most commodities today and over the last few days. Already ready for today to be over.

[ukgeorge] 16/6/2021 10:31

I have had a little top up 3,315 @ 136.2p roll on 150p being broken.

[basem1] 16/6/2021 07:57

Will we see a bit of buying today as it is ex dividend tomorrow ?

[arcadian] 14/6/2021 10:37

Light relief.

[basem1] 14/6/2021 09:10

Hopefully we have seen the bottom But this is THS we are dealing with Bid is not as under pressure as it has been lately

[arcadian] 11/6/2021 17:46

Stockopedia have a stock rank of 99 out of 100 for THS.

Are they nuts or is there hope somewhere?

[ukgeorge] 11/6/2021 16:51

looks like you are right.....

[martinfrench] 11/6/2021 15:44

they have updated over at LSE land as well, nice of them to do it

not that i was particularly worried, glad i topped up

[sipps] 11/6/2021 15:04

sailing john -yes Tharisa advised me that the founding shareholders have not been selling - their CFO advised that there was a sale via South African market by one of the pre listing original shareholders but not a founding shareholder a few months ago so as they provided more info I thought it best to edit my posts - good to see that Tharisa read bullet boards, twitter etc. Seems to me that sellers have been driven by the mistaken belief that a slightly lower Rodium price would impact profits a lot and that is not the case - shareholders seem to miss that Tharisa are heading for 40-60% additional profit compared to last 6 months - based on more throughput at higher average basket price - plus new plant coming online in the near future that should raise margin by another 15%. This is a very well managed company with lots of growth potential, a share price easily 30% below fair value, a mine life that exceeds that of SLP - etc etc -

[ukgeorge] 11/6/2021 14:46

Not that I am reading a lot into it but quite a nice hammer formation currently today, usually a bullish pattern.

[ukgeorge] 11/6/2021 11:47

Roll on FIL being out, I guess it will however drag on for a few more months.

Longer term the company is investing and has no debt and is throwing off cash at todays metals prices. But roll on a bounce in the share price.

At least it is sunny :) (or will be tomorrow)

[sailing john] 11/6/2021 11:15

New presentation available dated 10th June
Given at Avior Corporate summit so might promote a bit of interest

Major shareholders - I see FIL now down to 2.7% all others unchanged
And sipps appears to have edited his posts above (adding "not" and removing everything else he said!) as my reply 745 now out of context lol!

[martinfrench] 11/6/2021 10:57

they might need to chuck out a nice special divi sooner or later, would help

[martinfrench] 11/6/2021 10:53

i remember my early slp days were much like this.

fundamentals win out in the end

[martinfrench] 11/6/2021 10:53

i've just added george so should all be ok now :-)

[lennonsalive] 09/6/2021 19:06

More sells than buys

[haywards26] 09/6/2021 13:39

The longer the PGM prices remain at lofty heights the stronger the share price re-rating will be when it comes.

Many of the listed PGM companies are significantly undervalued - I presume due to the market expecting the current raw material pricing levels not to last, risks associated to such companies relating to locations of operations and a misunderstanding of mining related risks etc...

[pedigree_scum] 09/6/2021 11:57

just buy some more...simples

[ukgeorge] 09/6/2021 11:33

6 months of blockbuster profits and the share price is flat, ivesting is a strange game