Tharisa Share Discussion Threads

[sotolo] 25/2/2022 09:56

we seem to be getting very close to our all time high of 156, if I have it right, if we can make it through that blue skies…

[sotolo] 24/2/2022 15:37

Tharisa have already given out their conversion rate so their dividend of us $ 0.05 will be given, if in sterling as I said, taken exactly from their website,

[sailing john] 24/2/2022 15:35

Old timer John. It is US cents so divi 3 75p.

[oldtimerjohn1] 24/2/2022 15:21

If this is cents of Z rand then I think this converts to 2.4 pence?

[sailing john] 24/2/2022 15:07

Rhodium has just hit $20,000 in New York. Onwards and upwards with a further increases to come as market worries about future supplies that were already tight.

[sailing john] 24/2/2022 14:09

Nornickel off 18% in Rubles so more than that in $. Market expectation of various import/export issues as well as increased costs. Russia produce circa 40% of world Palladium and close to 10% of Rhodium. All good for SA miners. Tharisa might hit my 200+ target sooner than I expected.
GL SJ

[sotolo] 24/2/2022 07:43

If in sterling 3.74813 pence per share goes ex div next Weds Payment 3 weeks
Gosh

[sotolo] 24/2/2022 07:08

The board declared 5cents final dividend on Dec 2nd, payable this March. TIGER, first huge thanks again for recommending Tharisa, I now have 450k of them. Second where are you as you are so knowledgable about Eastern Europe and would love your personal take, also on how sanctions may affect PPM’s which are still rising. I did som work in Kiev fo an oligarch TV station when it was all very corrupt, but admire the current regime?

[basem1] 23/2/2022 20:03

Thanks Is that around 3.7p per share then ?

[greyingsurfer] 23/2/2022 16:37

AGM was/is today. It has to be approved at that.

[basem1] 23/2/2022 16:18

That's last years

[basem1] 23/2/2022 15:55

Dividend release news overdue ? Thoughts anyone

[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.

[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