Tharisa Share Discussion Threads

[ntv] 23/2/2022 08:43

PGM's climbing again

[sailing john] 22/2/2022 12:25

Cr2O3 is a good guide.

[sotolo] 22/2/2022 12:06

They seem to give different chrome prices, which one matters most? Cr2o3 or ferrochrome?

[ntv] 22/2/2022 08:13

Chrome was ticking up again according to their feed this morning

[redtrend] 22/2/2022 07:18

Don't ignore chrome which is now at 44 month high of $200tn. Pretty huge when we're now pumping out even more chrome following Vulcan Fine Chrome completion. FY2022 production guidance of between 165 koz to 175 koz PGMs (6E basis) and 1.75 Mt to 1.85 Mt. Now in far better position overall, as this slower PGM basket rise feels more sustainable and production increased dramatically in 2022. We of course at some point also have Zimbabwe Karo news and we just had positive news of the BEE ownership being at THS level. This simplifies financial reporting structure and like-for-like should increase EPS at company level, as no longer have any "non-controlling interest" to deduct and dilution was low, This should mean more dividends for all shareholders including BEE, who also will have exposure to SA and Zimababwe growth plans. It seems to be a win win for all involved. Russia Ukraine escalation may cause short term fluctuations impacting all stocks, but the market may soon realise if palladium price keeps rising due to huge amount that usually comes out of Russia, THS is very well positioned.

[sotolo] 22/2/2022 06:51

Our basket is finally back over $3000 for the first time since last summer thought it went over $4000 earlier in the year, driven by rising PGM’s inc rhodium, which is carrying on up again and has double since its Sept low and is at highest since last summer,at $18400 on jmat after a healthy little breather

[nimrod22] 21/2/2022 10:57

Depending on what parameters you wish to use for a golden cross event, the 60dma has just moved above the 200dma.

[melloteam] 21/2/2022 10:14

Just to let shareholders and prospective investors know that THS and INDV will be covered by the BASH panel on tonight's Mello webinar event, Monday 21st February 2022 at 6.00pm - 9.30pm. MJ Hudson (LON:MJH), React (LON:REAT), Momentum Global Investment Management and Frenkel Topping Group (LON: FEN) will also be presenting. Tonight's Programme: 6pm Welcome and Mello news 6.05pm Company Presentation by Frenkel Topping plc 6.35pm David Stredder interviews Judith MacKenzie 7.05pm Company Presentation by MJ Hudson 7.45pm Introduction to Momentum Global Investment Management 7.55pm Why we fall for stock market charlatans – Mark Simpson 8.10pm Company Presentation by React plc 8.40pm BASH with Kevin Taylor and Damian Cannon There will be over 500 investors attending and these are very popular shows with company presentations, fund manager and investor interviews, and panel sessions. Tickets are still available and if you would like one at half price then enter the code MMTADVFN50. Https://melloevents.com/mellomonday-21st-february/

[scubadiverr] 20/2/2022 19:08

And SLP 'only' 90 now, although that will improve in coming months.

[mfhmfh] 20/2/2022 18:20

THS has a StockRank of 100 on Stockopedia.

[basem1] 18/2/2022 16:02

Should get a dividend amount and confirmed dates next week

[sailing john] 18/2/2022 09:22

Chrome spot price on a serious move through 200 see Tharisa Twitter feed. They have previously posted a China chrome feed stock chart which had taken a serious dive so not surprising. It's going to be a good year! GL SJ

[rjmahan] 17/2/2022 14:18

Have looked into this - still think its worth much more than price is reflecting. Have written my thoughts down here... hTTps://deepvalueinvestments.wordpress.com/2022/02/17/tharisa-mispriced-following-minority-buy-out-very-low-risk-opportunity/

[sailing john] 16/2/2022 13:42

Cat - possibly partially priced in then but with Chrome now North of 180 and Palladium/Rhodium strong especially with the threat of sanctions hanging over Russia I see this going quite a bit higher. My personal target remains North of 200. There has been sector acquisition activity recently so this move might make us more attractive to a predator. Just need to sign up Zim now! GL - SJ

[tigerbythetail] 16/2/2022 13:39

FWIW, I agree that this news is worth a lot on the share price than a few %. Might be a slow-burner as it may take a while for people to work it out...

[tigerbythetail] 16/2/2022 13:38

Hi MartinFrench! They couldn't do it earlier. There was a "test" court case recently that has opened up this possibility.

[tonytyke2] 16/2/2022 13:38

Great news, limited positive reaction, I have just added some more shares here. Good luck all!

[catsick] 16/2/2022 13:30

It will probably take some comments from Simon Thompson to move it higher off this good news

[catsick] 16/2/2022 13:29

Interesting that the spread between the joburg shares and lse is back to flat, I wonder if there was some locals buying ahead of this ...

[sailing john] 16/2/2022 13:13

Mr M has completely missed this! Mid day and doesn't understand the significance! Should have revalued by +20% to around 165p Might take a few days/weeks. lol GL - SJ

[martinfrench] 16/2/2022 13:10

amazed they didnt didnt do it earlier....

[catsick] 16/2/2022 12:34

Excellent news cleaning up this minority issue and giving the locals a big stake in Ths upside

[tigerbythetail] 16/2/2022 12:25

stonking good - NOT stinking good!

[tigerbythetail] 16/2/2022 12:24

Agree - that looks a stinking good deal all round.