Share Name Share Symbol Market Type Share ISIN Share Description
Tharisa Plc LSE:THS London Ordinary Share CY0103562118 ORD USD0.001 (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  1.00 0.96% 105.00 102.00 105.00 104.00 103.50 104.00 231,241 16:35:20
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 442.8 137.5 27.8 3.3 314

Tharisa Share Discussion Threads

Showing 1401 to 1423 of 1475 messages
Chat Pages: 59  58  57  56  55  54  53  52  51  50  49  48  Older
DateSubjectAuthorDiscuss
12/4/2022
08:34
Cannot buy any online without going to NT Expect a bounce back here
basem1
12/4/2022
07:43
FYI, Stockopedia have updated revenue and eps forecasts for both 2022E and 2023E since 8th April. Cumulatively, the last three months they have all increased by roughly 19%.
tightfist
12/4/2022
07:20
Not compared to last quarter but yes to a year ago
sotolo
12/4/2022
06:55
Results out look pretty good
ukgeorge
11/4/2022
16:35
My mistake! Not sure when they last updated but Stockopedia have THS as Stockrank 99 and 'superstock' status. Plus PE of about 5 or less............ Not exactly a pig in a poke.
eggbaconandbubble
11/4/2022
15:31
I don't suppose you know when stocko last updated? We have had the following news in last 6 months 18th Nov 21 - Open pit 7 year LOM extension 16th Feb 22 - Acquisition of BEE interest 31st March 22 - Karo PGM project Feb-Apr 22 - Big increase in Chrome prices - PGM edging up. (Note Russia produce 40% of world Palladium and nearly 10% of Rhodium.) So no surprise price going up. Market just catching up with events!! But still a long way to go!
sailing john
11/4/2022
15:11
It's 58c rather than 58p, but still cheap IMHO.
nk104
11/4/2022
14:44
John, "Helm to lee!" Stockopedia have a FY at 58.2p. FYI Divi at 11p covered over 5 times!!!!! Today's rise better than a slap in the belly with a wet fish. Net debt last year at minus $50m. Cash $86m - I shall sleep soundly tonight.
eggbaconandbubble
11/4/2022
11:58
Going up with rise in Palladium follow LME etc trading restrictions imposed last week. But as a massive bonus chrome still flying and up to 247 from 230 last week! See THS twitter. Previous years traded around 150 My model gives a cautious 1H eps of 21p and FY of 51p. Interested in other views if you model.
sailing john
08/4/2022
20:37
thanks george will take a look, though dont like being late to the party my big 3 are SLP, THS and AOI
martinfrench
08/4/2022
16:22
I hold the below THS - PGM & Chrome SLP - PGM JLP - PGM & Copper - copper is the exciting growth driver here. Backed by Slater Investments heavyweights. APF - Mining royalty company focused on new age metals (Cobalt battery tech) and transitioning away from thermal coal Plus a few O&G. PMG one that is an interesting O&G and windfarm play given UK's recently announced energy strategy - led by Tom Cross ex Dana
haywards26
08/4/2022
14:17
The ticker, Atlantic lithium, my main holding and has been motoring. Great story and hoping it still has some way to go.
ukgeorge
08/4/2022
14:10
george, "ALL" in your list, what is the ticker ? or name
martinfrench
08/4/2022
11:04
Diversification, this is mine THS PGM, Chrome KMR Titanium dioxide, used in paint ALL Lithium ATM Tin and Lithium SAV A bit more Lithium GFM Zinc BMN Vanadium TGR Graphite (not been doing great) looking to sell GSVR.v Silver A few Manganese plays as well
ukgeorge
06/4/2022
14:16
Diversification!! At current prices holding both THS and SLP seems a wise thing to do. Throw in JLP and a great trio of diversified investments in hot mineral exporting sectors (PGM, Chrome and copper)...
haywards26
06/4/2022
11:04
Q2 production report on the 12th this month.
mfhmfh
06/4/2022
11:01
Hi Sotolo! (Sorry for slow reply - been away). On THS vs. SLP... First, both are excellent well-managed companies, and IMO we're lucky to have a choice like this. For me, THS or SLP comes down to a question of price - I reckon at any one time the "fair" value of THS's share price should be 1.5 times that of SLP. Now we have 90p vs. 1.60. That, to me, equals overweight SLP, underweight THS, and wait for the ratio to correct (with some wariness that we may be headed for a worldwide economic slowdown / recession, which would affect both companies). In particular, I don't think the market is yet allowing for the fact that SLP's next quarterlies should be excellent (higher production, higher basket price). I should add that I remain basically neutral and unconvinced on Karo for now, and I need to think about whether it adds or subtracts value to THS as an investment proposition. It is Zimbabwe, after all! Also, it's odd that a couple of posters say SLP has no plans for growth when they have just laid out decent sized plans in the last results - potentially three new processing plants! On palm oil... On AEP, the plantations are old, so there's that. But, yes, huge damage has been done and is being done to the forests of Indonesia. But, equally, the world desperately needs food oils. (And wheat, corn and barley). Thanks to the Russian invasion in Ukraine, we're heading towards a global food crisis this year. The shortage may even be severe enough to cause popular revolutions in countries like Lebanon, Egypt (Centamin!), and Sri Lanka. Perhaps gold mining is the single most useless and wasteful human endeavour? (Bar bitcoin mining, that is). You can't eat a gold bar. You can't make or do anything useful with it at all. All you can do is keep hold of it and hope it represents a "store of value" for the future. When, in truth, we don't know what the future will be at all!
tigerbythetail
06/4/2022
10:47
but will just hasten to add that neither company even come close to the value of AOI, my favourite
martinfrench
06/4/2022
10:30
this could easily double and be good value, slp doubling, no chance
martinfrench
06/4/2022
10:25
stagnant and lacking any real sort of ambition, which seems to be reflected in both ceos's behaviour. slp happy to do the easy thin g and just mine and pick up salries, but they are very good at mining, but have far too much cash in bank for anyone's liking, and should just increase divi or do a buy back. have made far more from slp though, but future is ths, so will switch when i can. at early stages of me investing in pgms it was slp or ths, and that made me a lot, not too much on ths as couldnt do both. now is prob time to switch not heard much about their own smelter, i know they are doing a pilot one for karo but for the rest not sure where it is ?
martinfrench
06/4/2022
10:15
subscribe to Martin's view. THS has rising chrome prices and growth ambitions while focusing on being a low cost producer. SLP is the lowest cost producer of PGM's but doesn't have chrome to diversify income and doesn't appear to have any substantial plans for growth. It is a considerable cash cow however at current spot prices. Interested in others views, especially TBTT's following his preference switch, especially with THS starting to reveal its future and SLP in my view looking rather stagnant.
scubadiverr
06/4/2022
09:15
ths far better, slp have just become a divi yield play
martinfrench
05/4/2022
21:59
What does anyone else here think of SLP v THS?
sotolo
Chat Pages: 59  58  57  56  55  54  53  52  51  50  49  48  Older
ADVFN Advertorial
Your Recent History
LSE
THS
Tharisa
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20220707 17:30:31