Tharisa Share Discussion Threads

[rayrac] 24/1/2022 12:48

Hmmm, profit taking..or commodity weakness…or a combination of those?

[sotolo] 21/1/2022 19:25

What has chromium done this last month then?

[nimrod22] 21/1/2022 01:21

Monthly rise in Dollars: - Platinum 10.98%. Palladium 16.8%.
Over one month SLP up 18.4%. THS up 10%. JLP 7.6%.
GLEN 14.4%. BHP 16.5%. RIO 17.2%. BRWM 21%.
Copper, Tin, Zinc, Nickel, up up up up.....up

[sotolo] 20/1/2022 19:33

Basket up to about $2750 as Platinum and Palladium strengthen and rhodium has turned back up, exciting times, glad I nabbed more when on sale pre Xmas

[sotolo] 19/1/2022 15:32

my agenda for this share is that it is great, and as posted I bought more on multiple times around 120, around Xmas, including selling my Tui for it around 253. If this disagrees with your agenda and you don’t like Tharisa then sorry but I do so much that it is now my biggest holding. I like the share so much I am prepared to post honest information as from Sibanye that might affect it negatively, but is I believe in the price, particularly for Tiger who is open minded and brought me here, as well as frequent posts on the more important Rhodium price on which I have posted many times about it being on the way up again. Best if we can respect each other and do cheer up about life. All the best and thrilling to see us go through 130 again

[martinfrench] 19/1/2022 13:48

wow, how strange, no one on here has any clue about the SA risk but thanks for highlighting

there are incidents everywhere i think you'll find

the sooner you disappear with your agenda from this share the better

[sotolo] 18/1/2022 22:14

Tiger, interesting post this eve from Goldgnome over on the Centamin board about South Africa risk, with quotes from Sibanye Stillwater about their worry

[scubadiverr] 18/1/2022 17:26

You were on the RMM board as I was asking! Great minds... Have you looked at PXC? I currently hold and think extremely good from risk pov, despite yet to produce due but previous mine history and explorations, plus experienced board. The market however seems to disagree with me. Would be very interested in your thoughts, good or bad. Wanting to increase copper exposure.

[scubadiverr] 18/1/2022 17:19

TBTT - Do you have an opinion on (RMM) Rambler Metals And Mining? I would be interested to hear your thoughts. Apologies everybody else

[nimrod22] 18/1/2022 14:24

Volume Change (%) 10d / 3m. +20.0% .
With an estimated dividend yield of 5.87% in 2022 and 5.70% in 2023 (according to stockp....).
Up over 4% today.

[thirty fifty twenty] 18/1/2022 12:49

further good news today as ELM confirm strength in Chrome market

All IMHO, DYOR + BoL
THS is in my portfolio

[nimrod22] 16/1/2022 14:12

30 dma just moving back above the 150 dma.
This is happening with several metal miners such as BHP, Anglo American, ArcelorMittal, RIO shortly and as a general indicator also at Blackrock World Mining Trust which has holdings in multiple mining stocks. Metal miners are on a roll and hopefully will continue as world economy gets back to normal.

[tigerbythetail] 14/1/2022 14:36

Yep, I've screwed up here, Tharisa is indeed JSE:THA.
BUT, it is true that Berenberg have rated Tharisa a buy today and raised their target price from 180p to 200p. And that LSE:THG (The Hut Group) remains a lousy investment proposition (and then some).
Sorry all. Went to a party in Downing Street last night and still getting over the hangover.

[jon4567] 14/1/2022 11:51

I'm pretty sure it's THA in Johannesburg. Currently trading at just over £1.30 equivalent

[scubadiverr] 14/1/2022 10:17

Quite, which is why I ask. I wasn't sure if you were cross ramping dross! I had thought better of you - Pleased it was not the case.

[tigerbythetail] 14/1/2022 09:46

Hi Scubadiverr!
Tharisa is THS in London (AIM:THS) and THG in Johnanesburg (JSE:THG).
Please note, in London THG is The Hut Group, which IMO is a total bargepole stock!

[scubadiverr] 14/1/2022 09:22

Thg or ths?

[tigerbythetail] 14/1/2022 09:14

Berenberg reiterate Buy rating on THG and raise price target from £1.80 to £2.00

[tigerbythetail] 13/1/2022 13:45

Well, I'm happy with Tharisa's progress as a company, if not with the share price action today. Production numbers are excellent all round, and 47.7K PGM ounces is a very good start to the year.
I see Karo news, the final dividend payment, PGM and chrome prices, and ultimately the interims as share price drivers over the next few months.
Or perhaps all it takes for this to rerate upwards is for one decent-sized buyer to appear...

[sotolo] 13/1/2022 12:09

Tiger, buy on the rumour, sell on the news. This was all as expected, no change to the 2022 guidance etc, so the buyers had bought before and some take profits.

[lennonsalive] 13/1/2022 08:59

Always good dividends from THS, but never any decent progression in share price

[tigerbythetail] 13/1/2022 08:34

Why on earth has the share price set off south on those results?
(Yes, rhodium has slipped back a bit, but the results themselves were excellent. 47.5K ounces of PGMs in a quarter, Vulcan coming fully online etc. Seriously, folks, how could they be better?)
I remain curious / potentially concerned about Karo in Zimbabwe. Obviously Tharisia can't release the DFS and their plans until they've got some kind of sign off from the government there. But I do note that Phoevos terms it "world class" in this RNS. That's a term with a precise meaning in mining.