Tharisa Share Discussion Threads

[ntv] 09/2/2022 11:33

zho Thanks for that link Differs a fair bit from kitco for some reason

[haywards26] 09/2/2022 11:27

NTV, There are a number of sources for metals pricing, all give slightly different values annoyingly. I use JMAT as a gauge.

[zho] 09/2/2022 09:32

NTV - http://www.platinum.matthey.com/prices/price-tables - click on 'Rh'

[ntv] 09/2/2022 09:25

Haywards26 Where are you getting your rhodium price from? I can see a price $16400 only

[haywards26] 09/2/2022 09:19

Rhodium risen to $18k this morning :) nice upwards movement these last 2 days, hopefully rising to the $20k level in a short time.

[tigerbythetail] 08/2/2022 20:11

Hi Saliing John! Many thanks. Also, here is a fascinating article on copper... it also reveals one of the reasons why the EV revolution will come slower than most assume. (Lack of lithium supply is another reason). https://www.mining.com/web/copper-discovery-cupboard-bare/

[sailing john] 08/2/2022 14:53

Tiger. Tharisa publish Chrome prices on their Twitter feed. Latest this week was $179 SA conc 40-42% so currently much higher than last year.

[tigerbythetail] 08/2/2022 14:41

Rhodium has now moved up three times, latest price $17,600/oz (JMAT). Average price for rhodium in Q4 2021 was $14,087/oz. For Q1 2022 (so far) it is $16,576/oz. So the difference is substantial given rhodium makes up a large proportion of Tharisa's revenues. If anybody has a recent price for chrome please share!

[basem1] 04/2/2022 17:57

ATYM cheap too and a nice juicy dividend yield

[scubadiverr] 04/2/2022 10:14

Pxc is my standout. Early US copper, silver, gold and cobalt play in mining friendly state. Managed by an experienced team. Possible phorphery. Would be interested in Tbtt's thoughts on it?

[ukgeorge] 04/2/2022 09:57

where are they listed, have you got their ticker? What other miners do you like at the moment any standouts?

[tigerbythetail] 04/2/2022 09:54

RNS - Tharisa finally get their solar power plant, on a no capex upfront basis. I didn't realise until today that Adonis was CEO of Chariot, one of the companies supplying the plant. All told, Chariot is worth a look - it's an interesting African-orientated gas and green energy play.

[ukgeorge] 04/2/2022 09:12

Great to see these edging higher, a solid company. looking forward to the growing dividends.

[sotolo] 31/1/2022 22:04

volume traded absolutely minuscule, under £200k all day today, Cey traded 25 times more but is less than 3 times bigger just for an example. however the flip side is that such a narroiwly traded share can move fast

[mjneish] 31/1/2022 14:48

I tried to buy some today. Still hasn't gone through. Is this one on SETSqx? It seems to be taking a long time. Thanks.

[sotolo] 25/1/2022 13:10

Yes PGM basket up to 2660 but overall market PE down a bit, hence fall. Hopefully not for long. Anyone have a good site for following chromium?

[martinfrench] 25/1/2022 10:55

def not commodity weakness ray, fairly healthy levels sell off days almost everything gets sold

[sotolo] 24/1/2022 17:05

Yes that’s what they said in 1929, you never know however many times you e seen it before

[basem1] 24/1/2022 15:44

Be brave when others are fearful We are close to capitulation point seen it sooo many times

[rayrac] 24/1/2022 14:36

Yes a bad day to be gotten over. 😱

[otemple3] 24/1/2022 13:26

Just general market falls - almost everything is falling irrespective of commodity prices etc

[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