ADVFN Logo

We could not find any results for:
Make sure your spelling is correct or try broadening your search.

Trending Now

Toplists

It looks like you aren't logged in.
Click the button below to log in and view your recent history.

Registration Strip Icon for discussion Register to chat with like-minded investors on our interactive forums.

THS Tharisa Plc

55.80
-2.20 (-3.79%)
27 Feb 2024 - 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
  -2.20 -3.79% 55.80 55.00 56.00 56.60 55.50 56.50 243,221 16:35:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Miscellaneous Metal Ores,nec 649.89M 82.24M 0.2743 2.73 224.85M
Tharisa Plc is listed in the Miscellaneous Metal Ores sector of the London Stock Exchange with ticker THS. The last closing price for Tharisa was 58p. Over the last year, Tharisa shares have traded in a share price range of 51.50p to 105.00p.

Tharisa currently has 299,794,034 shares in issue. The market capitalisation of Tharisa is £224.85 million. Tharisa has a price to earnings ratio (PE ratio) of 2.73.

Tharisa Share Discussion Threads

Showing 1201 to 1225 of 1900 messages
Chat Pages: Latest  52  51  50  49  48  47  46  45  44  43  42  41  Older
DateSubjectAuthorDiscuss
12/1/2022
06:27
Rh down $609, hopefully a healthy correction before onward and upward rather than the other way round, but slightly denting ths
sotolo
11/1/2022
12:36
The cheapness of the London shares has widened out to 13% under the zar ones... 124p in London 141 in joburg
catsick
11/1/2022
11:55
Yes, this is an SLP paid for sell-side note.
But it's not far away from the Heraeus and JMAT outlooks, which are fully independent. FWIW, I mostly agree with its conclusions. In all of this, the speed of adoption of full EVs is a key factor, yes. I think that lithium mining and grid and charging station constraints will mean EV adoption comes a little slower than many think. But that's only my opinion.
Anyway, here's another article on rhodium:
www.argusmedia.com/en/news/2290197-pgms-rhodium-prices-jump-on-rising-demand

tigerbythetail
11/1/2022
11:18
"I think the report to introduce key future themes and impacts on metals/PGM's is all good and I am fully on board with that"

It's a sell side note. They will omit anything that negatively impacts PGMs. If paid to do otherwise Edison can write a not saying that EVs will seriously impact demand for catalytic coverters.

loglorry1
11/1/2022
11:16
"In which case, loglorry, how do you make your investment decisions?"

You pay a low multiple when buying a miner and try to buy low cost production at the right time in the cycle. In addition THS is bringing more production online and is growing that way too.

Also there is a big difference between forecasting PGM prices and knowing that there will be continued demand in a space with constrained low cost supply. There is absolutely no shortage of low cost Iron Ore for example.

Lastly, predicting multi-year pricing is even more daft. Nobody really knows how quickly EVs will take market share. Nobody has a clue when the car chip shortages will end. Nobody had a clue that the car chip shortages would even be a thing a year or so ago. The longer out you forecast the bigger the errors which is why I think a 2030 forecast is just silly.

Shorter term one can say a bit more and trade/invest accordingly.

loglorry1
11/1/2022
10:15
I think the report to introduce key future themes and impacts on metals/PGM's is all good and I am fully on board with that e.g. we see the future bright for this one or less bright for this one. I would keep it at that.But then to be forecasting many many years of future price predictions does not work for me at all. Just indicating gold is going to continually fall for many years .....really! Only need to get inflation to keep kicking on from here and that may whack that prediction.There are so many, many different things that could impact those price predictions from 6/7/8 years from here. They probably need to keep a baseline report and then monitor the continual ongoing impacts to their future price predictions. IMO there would be many changes.
tonytyke2
11/1/2022
09:35
In which case, loglorry, how do you make your investment decisions?
You might as well blindfold yourself and throw a dart at aboard with the names of companies on it.
For myself, I believe we can make informed guesses at the future, and I find the ones in the Edison Report to be reasonably credible. (IMO, iridium has more upside than they allow, and palladium more downside, but in general, I think the report is thematically correct).

tigerbythetail
11/1/2022
08:18
Nobody has a clue where PGM prices will be next year let alone 2030. It's total nonsense.
loglorry1
11/1/2022
07:27
Ps interesting they see gold falling continuously for the next 8 years, rhuthenium and iridium are the only ones to rise, by 20% over the next 8 years, but are only a v small part of our basket.
sotolo
11/1/2022
07:24
Tiger thanks, however I never know how to open links on advfn as they seem to take me back here. However I Googled it and found Edison Group’s big report from December, the PGM market outlook and prices forecast, but maybe I was reading something different to you. This report forecasts flat rhodium from here to 2030 (with a bit of decline next couple of years then recovering back to around $16000, but never again higher than that, before then falling to $5000 after 2030. Also a small rise in Platinum over the next few years and a similar fall in Palladium. If this is right it would suggest lower profits with mine inflation, obviated hopefully by increased efficiencies, and of course increased by Zimbabwe but that will be a drain rather than source of profit over next few years. So did you mean the future will be very bright in that our share price should hopefully stay around here if efficiencies work out rather than tumble with ev’s, till the market starts looking at the big long fall after 2030? Or did I find the wrong report?
sotolo
10/1/2022
09:56
I jus thought it would be worth posting this market research again. If it's accurate, the future will be very bright indeed for Tharisa!
www.edisongroup.com/wp-content/uploads/2021/12/PGM-themes-1221-new-template_CR2_0-2.pdf

tigerbythetail
09/1/2022
09:20
I perhaps would've sold HOC over Lloyds...60p coming over there i reckon
plat hunter
07/1/2022
15:38
You beat me too it, you can understand me selling Lloyds and Tui to buy ths this week, tho maybe should have sold Cey and hoc but v hard to sell after down so much as erroneously believe in/cling on to recovery
sotolo
07/1/2022
15:09
Still rising!
$17,500 now (JMAT rhodium price)

tigerbythetail
07/1/2022
08:45
Rhodium back to where it was at the start of 2021, they will be printing cash now, as far as the difference in prices in lse vs joburg I think its just a liquidity thing , I have seen the same thing with dual listed london and Toronto shares with the difference being up to 20%, If it opens too wide I transfer my position to the cheapest exchange and lock in a few extra shares, with CUSN I have been able to increase my holdings by 30% swapping between exchanges
catsick
07/1/2022
07:03
TBTT, I think you have enough information to request a review/investigation from the authorities.
tonytyke2
06/1/2022
16:56
Yes, lots of block trades on the order book - 73k got matched in closing auction today. Essentially, price differences can persist if no-one is willing to arb to bridge them
nigelpm
06/1/2022
16:36
I'm puzzled about something...
Does anybody understand the marked difference in Tharisa price between London and Johannesburg? It's nearly 10% higher in Johannesburg. How is this sustainable?
I also note some puzzling trades in London - such as one for 200K shares (£260K value) @ 1.30, which went through at 16.10 yesterday.
All in all, I have the impression that the Tharisa price in London is being held down by the uncrossing trades. It's all a bit strange - rhodium has soared 20% in a few days, and yet the share price has barely moved.

tigerbythetail
06/1/2022
14:46
Good to see others coming out of the woodwork, happy NY all. Rh up again to $16800 in NEw York, on a bit of a tear, Today I sold Lloyds to buy more. As we all know shares are about expectation so the same metal price in a rising market is worth far more to the share than in a falling market imho
sotolo
06/1/2022
13:08
In a ideal world would rather see the true actual buying and selling picture, it's something that's bugged me for many years. IMO we often get too used to systems and procedures that are not transparent and fully effective.
tonytyke2
06/1/2022
12:21
Would you rather pay a bit more and it show up as buy ? Does it really matter......
basem1
06/1/2022
11:14
My buy at 120.07 just now is showing up as a sell.
tonytyke2
06/1/2022
11:11
Hey there, happy new year TBTT! I have had a top up here today and SLP yesterday. Things looking much better and imo, commodities may prove a decent inflation edge.
tonytyke2
06/1/2022
08:34
Yes I saw that too so I Sold some Tui I bought before Xmas, tho think will rise further, and bought some more ths as market doesn’t seem to have caught on to rh rise
sotolo
06/1/2022
08:05
Happy New Year to you too, Sotolo.
Rhodium still rising this morning - now $16,300 on JMAT.
Also, the "gap" between AIM and Johannesburg price is still there - in J'burg this is trading at 131p equivalent. I don't have the necessary accounts to arbitrage the gap, but it must be worth someone's while!

tigerbythetail
Chat Pages: Latest  52  51  50  49  48  47  46  45  44  43  42  41  Older

Your Recent History

Delayed Upgrade Clock

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

Support: +44 (0) 203 8794 460 | support@advfn.com