Tharisa Share Discussion Threads

[bubloo] 14/2/2022 08:55

they can't be taking out minority share holders at a price less then at present? can they?

[basem1] 14/2/2022 08:53

There's no numbers so very little at present

[ccrowth26] 14/2/2022 08:36

What does todays news mean?

[thelongandtheshortandthetall] 14/2/2022 07:53

And mine.😊

[ntv] 13/2/2022 21:16

Also passes my screen ;-)

[nimrod22] 13/2/2022 21:01

Tharisa passes many other Long" screens on Stockp....
THS qualifies for Cash Accruals Screen (Quality Investing.
Bold Earnings Revisions Screen (Momentum Investing).
Naked Trader-esque Screen(Growth Investing).
Greenblatt's Magic Formula(Quality Investing).
Dreman Low Price to Cash Flow Screen(Value Investing).
Benjamin Graham Defensive Investor Screen(Bargain Stocks).
James O'Shaugnessy Cornerstone Growth(Growth Investing).
T Rowe Price Screen (Growth Investing).
Piotroski F-Score Price to Earnings Value Screen (Value Investing).
David Dreman Low PE Screen(Value Investing).
Dreman Low Price to Book Screen(Value Investing).
Muhlenkamp's ROE Screen (Quality Investing).

[dunns_river_falls] 13/2/2022 20:29

THS popped up on one of the stockopedia filters I watch - 'Dreman Low Price to Cash Flow Screen'. THS is 3rd out of 14 stocks.

Their stockrank is pretty impressive at 99/100. THS seems to rank 2nd out of 1,777 shares, inc dual listed companies.

[nimrod22] 09/2/2022 15:14

Most of the miners have been on a roll for the last 3 months. BRWM (Blackrock World Mining Trust) is a good indicator made up of many of the big and smaller names, up 14% in one month 24% in three months. Similarly RIO and BHP which in addition are giving approximately a 9 to 10% dividend yield/year. SLP/JLP/THS are all in the frame for big uplifts.

[sotolo] 09/2/2022 13:22

I believe JMAT, they are in the business, very roughly the Kico mid price seems to track them. On chromium I notice this
Any chance it could be useful, shows chromium down about 3% in Jan

[haywards26] 09/2/2022 12:56

The trading economies seems to support JMAT prising with increasing trend and $18k level.

[ntv] 09/2/2022 12:22

pc
Thanks for that one as well

[ntv] 09/2/2022 12:18

Haywards26
It is annoying that we are getting vastly difference prices
One going up, one flat lining

[ukgeorge] 09/2/2022 11:58

Looks like this is the start of a decent leg up fingers crossed we are on our way to some new highs :)

[pecuniarum copia] 09/2/2022 11:43

Link to Trading Economics website...


Trading Economics provides data for several commodities including live bid/ask quotes, last trading prices, forecasts, charts with historical time series and news. This table was last updated on Wednesday, February 9, 2022.

[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 - - 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).

[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?