Tharisa Share Discussion Threads

[riddlerone] 04/3/2022 14:10

Palladium up 6.5% today so far

[eggbaconandbubble] 03/3/2022 21:02

My guess is, that if you see big time buys in Evraz, Polymetal and Ferrexpo. Someone is just about to put a bullet in Putin!

[ukgeorge] 03/3/2022 15:19

I was also an idiot, bought a 1000 evraz, and added 3k polymetal. Again not a huge amount of my portfolio. I also sadly have more norilsk :( which have dropped to zero from $25 also can't trade them since the sanctions. Seems to be that the market is pricing in Russia confiscating any foreign owned shares. Not sure how this would work. Very annoying week.

But at least these are a ray of sunshine :) roll on £2

[scubadiverr] 03/3/2022 14:54

Also interested. I also bought very few Evraz too yesterday. 0.01% of portfolio. Probably a silly move as won't move the dial whatever happens. Couldn't bring myself to risk more

[sotolo] 03/3/2022 13:29

TIGER BY YHE TAIL. If you are reading here what is your view or Polymetal etc, given your knowledge

[basem1] 03/3/2022 13:27

Buying and selling at 160 at present A further move up is imminent

[sotolo] 03/3/2022 11:31

But fall now less than the divi so we are still rising!

[basem1] 03/3/2022 08:23

Ex div today Hence the fall

[nimrod22] 02/3/2022 16:14

quote from Laurie Williams: -
" We would thus revise our earlier year-end palladium price forecast hugely from a rather pessimistic $1,350 an ounce, down from the current level of around $2,500, up to $3,000 an ounce if the Russian sanctions stay in place, which we think they will. This would be quite a change in our expectations and move palladium from the bottom to the top of our precious metals price growth predictions for the current year. This all demonstrates how geopolitical events can change the market and pricing picture almost overnight!"

[ntv] 01/3/2022 17:20

Their twitter feed said PGM's over $3k

[ukgeorge] 01/3/2022 10:10

Lovely jubbly, breakout is well and truly on

[sotolo] 25/2/2022 22:56

…or is this a long term double top, we shall see shortly, I am hopeful it is onwards and upwards…but nail biting time

[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.