Tharisa Share Discussion Threads

[mfhmfh] 17/3/2022 10:01

I was paid yesterday

[saltraider] 17/3/2022 08:37

Hi @Sotolo ... the dividend payment was credited to my brokerage account this morning. Very welcome, too!

[sotolo] 17/3/2022 07:57

Has anyone received their dividend yet?

[sotolo] 14/3/2022 22:01

though the THS PGM basket is now being somewhat hit inc Palladium down over 15% this eve

[tonytyke2] 14/3/2022 19:50

Hi Sotolo, At the weekend, the only technical negative indicator I could see was that the RSI was in 'overbought' territory. However, all the company fundamentals still look good here.

[sailing john] 14/3/2022 18:52

Prices are moving quickly but Rev wise 40-45% Chrome and 55-60% PGM.

However, I would say average over he past 4 years roughly 50/50 as 2018 and 2019 chrome rev higher and 2020 and 2021 pgm rev higher.

[sotolo] 14/3/2022 18:20

However chromium up 10%. Can anyone tell me roughly what proportion of our profits come from PGM’s and what proportion chrome at current prices?

[ukgeorge] 14/3/2022 08:23

Yes seems to be on the back of signs of a peace deal between Russia, Ukraine. Palladium is still at historically high levels as is rhodium and with it the PE ratio remains low so fingers crossed even with the lower prices the share price can continue to move higher.

[sotolo] 14/3/2022 07:56

Basket down from 3500 to 3100, wonder if this will begin to impact price or if THS will continue to rerate despite falling PGM’s

[sotolo] 11/3/2022 16:22

Just a microscopic amount below 3.75 pence

[eggbaconandbubble] 11/3/2022 16:15

Re divi, is this automatically converted into £'s. If so how much is it?

[ukgeorge] 11/3/2022 15:35

Yes, and buoyant metal prices

With capex spending now falling the cash pile should be rising rapidly :)

[mfhmfh] 11/3/2022 15:32

blue skies now. dividend being paid on the 16th this month.

[thelongandtheshortandthetall] 09/3/2022 15:14

hxxps://seanews.ru/en/2020/04/27/en-platinum-group-metals-export-from-russia-in-2019/

Credit to tonytyke2 on the SLP board.
Worth a quick read^^

[ukgeorge] 09/3/2022 15:11

Thanks John,

up to 163p not sure why the above is delayed. If it closes at this level, a rapid rally to £2 is on the cards imo.

[sailing john] 09/3/2022 14:45

UKG Me to re Twitter. They often post chrome prices with the basket updates. There is a post on Mar 7th stating SA chrome ore at $207.5/ton. Last year it was mostly around 150-160 so a significant uplift. If you look back further there is a post about China ore stocks that are very low currently so prices likely to be high for some time.

Also see

[ukgeorge] 09/3/2022 14:21

I hate twitter but logged on and found the below but couldn't find chrome prices

Tharisa plc
@tharisa_sa
·
7h
Good Morning

Tharisa Basket Price
Platinum $1 150.00
Palladium $3 028.50
Rhodium $21 114.50
Gold $2 023.03
Ruth $474.46
Iridium $4 408.01
Tharisa USD $3 445.64

[sailing john] 09/3/2022 13:28

Chromium also very high. China stock depletion. See Tharisa Twitter.

[ukgeorge] 09/3/2022 13:16

Heading through the 2016 highs, looks like just blue skies above, zero stale longs, so little resistance until £2. Rhodium and PGM's prices all doing very well.

Not sure about Chromium

Roll on the continued run up

[martinfrench] 04/3/2022 16:15

gold, oil but not pgms ? pgms belong firmly in that list so doesnt make sense to me

[ntv] 04/3/2022 15:27

I have banked a very nice profit here today
Liquidated a lot of stuff today
Didn't want to be long anything that is not gold or oil over the weekend

[sotolo] 04/3/2022 15:15

More important to us rhodium is up around 8% since Wednesday and rh percentage rise, at 60% of our basket, is four times more important for us than the equivalent palladium rise, (15% of our basket) I make the basket total now $3375, not surprised however that we are having a bit of profit taking today afte 60% rise since Nov, though tempted to buy some more, but resisted as already a third of all my shares and over 80% are PGM or PM miners I must be mad, though not this week

[riddlerone] 04/3/2022 14:10

Palladium up 6.5% today so far