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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
  -3.50 -3.23% 105.00 103.00 107.00 108.50 105.00 108.50 39,514 13:38:38
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 442.8 137.5 27.8 3.4 314

Tharisa Share Discussion Threads

Showing 951 to 973 of 1475 messages
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DateSubjectAuthorDiscuss
03/9/2021
18:19
I accidentally posted that Africa growth story, that was meant as a reply to Red, on The other board, fascinating that the reply didn’t believe how rapidly growing Africa is, about to overtake China now, and double by 2050 while China shrinks. Nigeria alone will have just about as many people as all Europe or the USA, and economic growth rates are the highest in the world - countries like Ethiopia growing far faster than China, so a huge middle class arising; so think just how many ice cars it will gobble up, so my point is many investors just don’t get this, which is why we are lucky to get in on the cheap, but you are right investors worry about the secular growth of electric, the chromium tax, and the immediate chip problem. As said before Inhope our results and dividend help mitigate this. Have a lovely weekend
sotolo
03/9/2021
09:58
Looking at the forex tab, pgm’s seem to be ok. Just that as Martin says…the company name isn’t logical/relevant to what it produces? Certainly doesn’t link to metals in any way.
rayrac
03/9/2021
09:28
Hi Sotolo! Yes, I posted some hopeful articles a couple of months back stating that the car chip crisis would be over by Christmas. I think Covid Delta has put paid to that idea, and that we're in for a long haul out to mid-2022. And as 90% of rhodium production now goes to automotive, a rough 30% decline in car production due to the chip criss equals a 27% reduction in rhodium demand. (Much the same for palladium, as well). Under the circumstances, perhaps the remarkable thing isn't that rhodium prices are down, but that they have held up as well as they have! Chrome price is currently excellent, and profits will be strongly up on that side of the business. All in all, the market isn't reflecting the current state of the business, let alone the bumper profits of earlier this year. I can only explain the current share price by assuming that the market things PGM prices are about to crash and the South African government are about to impose a chrome export tax (much talked about, but not done yet). I agree with your points on the other board about Africa, by the way. It's why I hold long term shares in a company like Airtel (AAF). So many people, so much modernisation and development to come. Like it or not, Redtrend is quite right about ICE vehicles being with us for many years to come. I fear electric vehicles will become the status symbol of home owners in the West, whilst the rest of the world (living in shacks or apartments, with lousy and limited electricity grids) will still rely on petrol and diesel.
tigerbythetail
02/9/2021
15:44
What long term secular shift to electric? You can't simply be insular and think only of UK or Europe. The total number of cars globally is due to increase substantially over the next 20yrs (Africa, India, Asia etc.) With the stronger emissions regulations increasing PGM loadings per car in the catalytic converters. Even with electric cars increasing as a % of the total, because of expansion of the overall total it will negligible impact on total ICE cars produced and sold, cars which will each have higher PGM loadings. And this is even if you believe the pie in sky government targets on electric cars with complete lack of infrastructure and viable economic lithium and cobalt mining to scale up quickly enough to meet such targets.
redtrend
02/9/2021
12:22
Yes Tiger, but investors seem scared off by the chip crisis (Vauxhall said today it would persist into next year), falling PGM prices (down again today), in the long term secular shift to electric, and on the chrome side the promised tax. Hopefully the end of year financials will help, especially if there is a special dividend, but let’s hope the PGM downward trajectory reverses sometime this quarter, or at least next. We are still churning out cash but this looks to be declining a bit and it is often the trajectory that investors look at?
sotolo
02/9/2021
12:12
A lot of sells are listed as buys, so it is best to look at the price and see what they really are. Over anything but the very short term sells and buys should more or less balance
sotolo
02/9/2021
10:16
Filling an order or orders here Cannot be too many sellers left now It has been relentless for the last few weeks
basem1
02/9/2021
09:35
Trading seems to have all but stopped in Tharisa for now. Which is weird considering that this is a company which should report an annual profit which many FTSE 250 companies won't achieve. But there you have it - when you're out of fashion you're out of fashion. This is still (by far) my largest position. It's not that I wish the market would "wake up to this company's prospects". I wish it would wake up to its present! The Vulcan plant nearly completed, net debt free, huge revenues and profits and so forth... (I've also built up a lot of cash as well. I don't trust this current endless melt-up in big US tech stocks and indexes, and IMO there are big social and economic changes underway in China that can spell trouble for markets.)
tigerbythetail
01/9/2021
09:10
just remember aoi ray, and how that is playing out, so many shares are unloved for ages and then get hot, its the way of mkts, and for us a huge opportunity having said that the board could certainly do more, i would prefer a name change, yes it might be window dressing but think it might help, and then increase the return to shareholders, in this case a share buy back might not be necessary once vulcan comes on stream and the reiterate the benefits next results will outline a few things as well....
martinfrench
31/8/2021
21:00
Not exactly got a huge following. Very quiet and the only one of mine showing a loss. Should hopefully improve soon.
rayrac
27/8/2021
09:11
Volume is minuscule but I helped it along this am buying another just over 11000 despite reading the chip shortage could last another 18 months. As long as we are not hit by the chrome tax rise (a big if) I see a decent autumn with a potentially big divi helping us along
sotolo
26/8/2021
20:42
todays volume 90k, way below the average of 3240k, but think that was when there was selling down mostly buys, and price moves, when people wake up, if they do, this will move fast(er)
martinfrench
26/8/2021
20:39
anyone got a link to a chrome chart? tia
ntv
26/8/2021
19:32
A better day!
rayrac
26/8/2021
08:11
hTTps://www.smmt.co.uk/2021/08/uk-car-production-plummets-in-july/ British car factories produced the fewest cars for any July since 1956 as they struggled with worker absences and the global shortage of computer chips, my colleague Jasper Jolly explains. UK carmakers made 53,400 vehicles in July, a 37.6% drop when compared with the same month in 2020, according to data from the Society of Motor Manufacturers and Traders (SMMT), the industry’s lobby group. Demand for new cars has stayed relatively strong during the coronavirus pandemic, but manufacturers around the world have struggled to keep producing because of problems in their supply chains, most notably in the months-long delays to computer chips, or semiconductors, that are used to control everything from windscreen wipers to electric car batteries within the car. Some analysts expect the chip shortages to last until next year, holding back the recovery of the car industry. UK production over the course of 2021 is up by 18% compared with the first seven months of 2020, when car factories were shut for long periods during the first national lockdowns. Yet at 552,400 units, it is 29% below the 774,800 it reached over the same period in 2019 before the pandemic. No large carmaker has been spared, and buyers are being forced to wait months for some new cars. German carmaker Volkswagen last week warned that it may have to scale back production further, after Japanese rival Toyota said that it would cut output by 40% in September. Jaguar Land Rover and Nissan, the two largest manufacturers in the UK, have both previously been forced to cut production because of shortages. During June and July manufacturers also had to contend with increased levels of employee absences, as more and more workers were “pinged” by their NHS apps when they had come into contact with people who later tested positive for coronavirus. The rules in England, home to nearly all the UK’s car plants, eased on 16 August so that vaccinated people no longer have to self-isolate after contact.
farnesbarnes
25/8/2021
12:11
Not performing at all well, is there a reason? I would imagine there’s a lot of demand in the pipeline at some stage…at what stage, that is the question?
rayrac
23/8/2021
10:33
Too many market red flags at present Septembers are very dodgy months for the market too. Cash is king at present
basem1
23/8/2021
09:12
Should really be topping up at these levels.
ukgeorge
20/8/2021
16:07
It's not just THS. SLP also getting its' balls felt. Down 7.5%
brwo349
16/8/2021
11:06
Not that I’d want them to suffer, but can’t stand the woman 🤮
rayrac
16/8/2021
10:54
Market in the doldrums today, can’t read anything into it. Foreign news not helping and China and Russia got big problems on their doorstep…We217;ve only got the Scottish problem, and I could easily sort that..give em independence and see them suffer!
rayrac
13/8/2021
12:13
Yes, I think we may have seen the back of the motivated selling. This should "reflate" quite quickly, if that's right. The "value" case here is compelling. The shine may have come off the rhodium price, but it's stable at $19,000/oz, which still means a huge profit margin for Tharisa. And chrome prices have moved up quite strongly over the last few weeks - hopefully just in time for THS to announce the completion of the Vulcan plant (lots of extra ultra-cheap chrome!)
tigerbythetail
12/8/2021
09:25
Dare we think the downtrend is broken......
ukgeorge
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