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THS Tharisa Plc

62.60
1.00 (1.62%)
04 Dec 2023 - Closed
Delayed by 15 minutes
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
  1.00 1.62% 62.60 62.00 63.00 63.50 61.50 61.50 333,933 16:35:08
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Miscellaneous Metal Ores,nec 686M 153.88M 0.5133 1.46 224.85M

Tharisa Share Discussion Threads

Showing 1101 to 1123 of 1850 messages
Chat Pages: Latest  50  49  48  47  46  45  44  43  42  41  40  39  Older
DateSubjectAuthorDiscuss
21/10/2021
08:46
based on todays move it went well :)

Well done SJ

The broker targets,

Peel Hunt ...........................01-Oct-21 ...............£2.50
Nedbank Capital ................30-Sep-21.............. £2.43
Berenberg .........................28-Sep-21................ £1.90
BMO Capital Markets ........01-Oct-21 ................£1.75

ukgeorge
20/10/2021
21:37
Registered but unable to watch. However the slides are already posted on Tharisa website. Mostly similar to previous presentations but some new info and a good slide on broker forecasts. All very positive for further progress over the next few years. Remains my largest position by a big margin.
sailing john
20/10/2021
20:25
Anybody see tonight's Webinar?
deadly
19/10/2021
08:26
Looks like yesterday's volume has cleared a blockage Market keen to take it higher today
basem1
19/10/2021
08:17
Just to point out there has been a fire at the Richard's Bay port terminal in South Africa, in the section for the export of chrome / manganese. I'm sure this will have some effect on THS - but maybe it won't be a big one.
www.iol.co.za/news/south-africa/kwazulu-natal/transnet-declares-force-majeure-at-richards-bay-terminal-after-port-fire-827aeca3-b174-5cb7-999b-ee52b3ec8980

tigerbythetail
16/10/2021
07:58
Yes Tiger, looks like next year as well, but there is debate about whether and which PGMs will be in surplus/deficit, Phoevos sounded optimistic and there have been some interesting links on LSE even the pessimists predicting a $2000 basket. Our basket currently about $2600 following this weeks pull up, from $4300 at the peak. I think in a way we are psychologically lucky THS didn’t rise as we all thought it should have, so it is only 20% off the top, much happier that my goldies
sotolo
15/10/2021
15:46
Auto industry supply issues roll on - and it's not just chips.
Magnesium (in which China have a near monopoly) is now the latest item in short supply. Euro car factories may run out by end November.
www.zerohedge.com/markets/rabobank-if-something-simply-isnt-available-does-make-it-cheap-or-expensive

tigerbythetail
14/10/2021
09:43
Delayed start to strong move north today. The value here has been obvious for a long time but is still not recognised by the market
deadly
13/10/2021
10:54
THS peresenting here
davebowler
13/10/2021
08:32
i read 220
martinfrench
13/10/2021
07:46
Peel hunt raise target price to £2.50p
Almost double current share price

ianb5004
12/10/2021
08:30
Record quarterly production! Well done to all at Tharisa
jon4567
12/10/2021
08:26
Copied from Affan on twitter LTH and chartered accountant.

THS paid $23m in dividends this financial year + c$105m in total capex (including c$55m for Vulcan) and still had a positive net cash generation of $73m. The EV is <£300m. I don't know one miner with better fundamentals.

ianb5004
12/10/2021
07:48
Absolutely cracking update from the company, so impressed!With the car chip situation to now improve on a ongoing basis and thus increase demand for PGM's, things are looking good here.On the whole, not sure why we would try to find negatives with this super update, the company appear to be performing exceedingly well.
tonytyke2
12/10/2021
07:13
Thanks Tiger, yes lovely production figure and predicted up again next year. Just interested on what the impact of higher costs will be, and Vulcan investment on this year’s NPAT, in ball park of $100m?
sotolo
12/10/2021
07:08
Hi Sotolo!
IMO, "as expected" in mining = very good news!
I make this a very strong quarterly report, with improved guidance for next year as well. All onwards and upwards.
I have no concerns about Tharisa's performance as a company.
(I do have macro concerns, however - especially about China. But that's another story.)

tigerbythetail
12/10/2021
05:57
Report as expected. However cash is only up $6m in this amazing PGM quarter (mainly Vulcan investment but also costs) and costs must be up quite a bit for ths to say of chromium “Prices will need to remain at these levels for most producers to remain profitable and continue to invest, as shipping rates have dented margins, with the global logistic industries continuing to be impacted by the pandemic and challenges with supply chain management.”
sotolo
08/10/2021
13:03
Thanks for the update on chrome price it should help against the fall in PGM price
Cheers ntv

ntv
08/10/2021
07:58
Nice start :) long may it continue
ukgeorge
07/10/2021
08:31
rhodium creeping up again....
martinfrench
06/10/2021
20:39
Martin thank you for your condescension, however as I am usually just reporting economic fact that might influence investors who don’t love us, so reasonably sensible, if boring to some, I fear that your approbation now may be a contra indicator, meaning that my last post lacked sense. Does that mean this is a temporary rally and I am wrong that the upcoming figures will make THS soar? Thanks Martin for this and all your stimulating thoughts and I hope you, like I, are cheered by investors having joined us, however at the risk of boring this is still a thin rated share which means a few extra buyers or sellers can make quite a difference in my unsensible (to you) opinion. Sleep tight all and be glad we hold THS just now. Oh and special thanks Tiger for the idea.
sotolo
06/10/2021
16:02
yes, it will reinforce value and go to 130 is expect

first time you have ever said anything sensible

martinfrench
06/10/2021
15:13
What’s surprising to me is that all of us have known about Vulcan which has been much heralded as being on time to start this autumn, even a recent tweet on it all on plan, yet when the rns comes share rises 20%. Now of course it should be higher as very undervalued but what else is the market not pricing in, the stunning next financials? If they perform as expected, like Vulcan we should see another 20% on this. For it is so illiquid just a few more people realising it’s value changes the dynamic imho
sotolo
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