Tharisa Share Discussion Threads

[whitehunter] 17/10/2023 08:49:11

It has been marked down for months. Should be cheap by now.

[lennonsalive] 17/10/2023 08:01:17

Not marked down as much as I thought. A wise move to delay Karo

[tigerbythetail] 16/10/2023 15:19:06

The rhodium move is becoming significant - it's now $5,250 / oz (JMAT prices).
Given THS's prill split this will make quite a difference to their average PGM price.

[sailing john] 11/10/2023 17:56:02

A little tick up from Rhodium today after flat lining for a month or more. Not significant but at least in the right direction!
Chrome of course is still very high, just hope it stays that way into next year.

[nakedmolerat] 09/10/2023 15:10:27

does not scroll correctly for me either on the web

[sailing john] 09/10/2023 15:04:54

Thanks for the pricing info.
Very clear on my laptop but doesn't scroll on my phone. That will either be a rubbish phone or operator incompetence or both!!!
Looks like my guesses were pretty close but slightly cautious so hopefully a little upside on my 2H numbers.
SJ

[whitehunter] 09/10/2023 14:45:41

The weekly prices are under the Weekly PGM and Chrom Info option under the Investors tab on their website

[nakedmolerat] 09/10/2023 14:44:12

hxxps://www.tharisa.com/investment-overview.php

[sailing john] 09/10/2023 14:36:21

It's falling in line with other pgm producers following commodity price falls. However, Chrome appears to have stabilised at around 300 and is now delivering the majority of Rev at approx double pgms?
I was tracking prices on their Twitter feed but since they left I've not found on their website which is what they promised. Anyone got a link please?

Anyway with my cautious best guess at pgm basket at 1300 down from 2360, 2032, 1695 in Q1-3 and Chome at 290 as Q3 I have a 2H eps of 16.6p vs 14.2p in 1H.
FY eps 30.8 a PE of 2!
Karo shouldn't affect P&L or eps as presumably all capitalised but it will be a massive cash drain. It might be worth slowing or pausing construction imo.
All imo SJ

[nakedmolerat] 09/10/2023 14:28:24

metals price, karo, small cap massacre

take your pick

[ukgeorge] 09/10/2023 14:14:04

Mad drop, very tempting to buy.

[basem1] 09/10/2023 13:51:49

A very sad state of affairs here Would never have thought it when it was riding high in the 140's A cyclical stock perhaps Will metals prices turn anytime soon ?

[melloteam] 09/10/2023 12:09:56

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The event will also feature an interview with Craig Richardson and much more.

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.

[tigerbythetail] 02/10/2023 11:32:26

At least this isn't HZM.
Their RNS this morning is every mining investor's nightmare - mine build massive over-budget and delayed, shares down 60% or so.

[sotolo] 12/9/2023 08:49:45

I guess maybe it was good for them posting prices while they were going up but now PGA’s have fallen so much it just became embarrassing posting them in public each week, so better hidden away on the website so a bit more effort to find them, and not shout about the misery. Amazing how dead the share is in terms of trades on lse, but so far chromium holding up, which is amazing with the China slowdown, I wonder how long it will continue to save our bacon?

[stemis] 01/9/2023 10:23:57

From investor relations:-

Hi, we have deactivated it for a while, taking a break from X, the weekly data is on our website

[basem1] 01/9/2023 09:50:03

Decent buying this morning You would think the sellers are about exhausted at this level Could see a 15% rise pretty quickly

[nakedmolerat] 31/8/2023 10:26:38

Both UK and SA sites gone, no idea why

[musarddjm] 29/8/2023 09:20:25

It seems to have been deleted. Anyone know why?

[whitehunter] 28/8/2023 21:20:13

Does Tharisa still have a twitter account?

[loglorry1] 21/7/2023 09:16:55

Liberum research have no idea about the direction of commodities. I think we need a recovery probably driven by China for these prices to pick up.

That said a lot in the price now and luckily Chrome has to some extent mitigated things.

[mjneish] 20/7/2023 16:23:13

Thanks to both of you. Rhodium's dropped so much that if it gains 90% from here it'll still be well down from its price 12 months ago.

[saltraider] 20/7/2023 16:14:30

Thanks, in arrears, someuwin.