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There's a new (March) presentation on the website if anyone is interested

One of the best aspects is that Tharisa's costs, in common with most miners are substantially fixed so a large part of the rise in PGM basket rates ($2,500 to $4,000 in a matter of months) flows directly to the bottom line, which should provide enough capital for production growth projects, establishing if the projects in Zimbabwe are viable and..... an interim dividend. The only share price drag seems to be the seller and as there appears to be no information who it is, we really have no idea how long the selling will persist.

Well, I've added another few to my holding, still small beer compared to many of you, but THS has now climbed into the top ten of my portfolio! Further to my previous post the share price gets more bizarre by the day, at this basket price THS will match last years 12 month revenue in this years first 6 month period, maybe they are planning on taking the following 6 months on holiday!

Does anyone know the date the Maersk Resilient rig will arrive to drill the Columbus development well it was due on hire before the end of Q1 2021?

I did email after the last webinar, and Ilja Graulich did confirm the principle of interim and full year remains firmly in place, so as you say hopefully they will pay a healthy dividend which may widen the company interest to some investors, although with most other companies with revenues from PGM's seeing substantial share price appreciation, we need to follow suit while the basket price is so high.

How's that for timing, I have a moan about the static share price and they then drop it 3% :-)

This lack of share price movement when all the underlying constituents seem to only be going one way to an improved outlook is making me question my research, am I missing something that warrants this depressed share price when profits must be going through the roof with Rhodium +$25k /oz, expansion initiatives in progress (Vulcan), potential expansion/diversification being progressed, stable production, and good labour relations (4 year wage deal), there seems to be very good support for the current high PGM basket price. Is the background seller the only reason the share price remains parked?

ATM has a great potential, does anyone know what the timeframe for the release of the bankable feasibility study for phase 2 is? With the Tin price rocketing now would be a great time to sort the financing out.

It does seem that all the pgm basket elements are heading in the right direction and seem to be supported by future demand/supply balances,and after doing some brief research Tharisa, does seem to be very under valued at the current share price, so how's the time to buy.
Does anyone have a view on the possibility of an interim dividend when the first half figures are announced?

Hopefully the Interim Results Presentation next week will give the share price a boost, an update on the potential new tailings project would be good as well as the current debt position

I think the hedging has been quite costly, but at least its completed now, as I believe the hedge ran until 31/12/20, as you say the rand exchange worked against us during this period, but I suppose its swings and roundabouts, and nothing can be done about it . Only a few weeks and all will become clear, all in all assuming the gold price plays ball, the second half should be very profitable.

Well the debt level is a bit disappointing, but everything else seems to be on track, numerous projects either on the go or being looked at, and a good timeline laid out for the next expansions.

Its certainly proved to be a good way for them to cash in their shares without disrupting the share price too much, think of the carnage if they had sold 30million shares between into the market! Hopefully when the new investor is established on the register they will be able to release a few exciting RNS's to give take the share on its next leg up.

On the bright side, at least its put a line under the risk of further dilution, there are a few buys coming in now, so maybe its been this that has been putting off any support for a rise in share price.

It would be handy to get a upbeat corporate update about now, and fingers crossed Rhum R3 will be on the home straight by now.

It would be nice to break through the 14p barrier before the market update!

Hopefully we will get the update next week, on the assumption that everything is still ticking over should be a profitable period. I've just topped up a few more too, although someone has deeper pockets than me to take a 100k buy!

Now they have got their cheap options out of the way, maybe we will start to see an uplift in the share price!

It will be interesting to find out if there are any decent prospects already identified in the blocks they have picked up adjacent to the Bruce platform. I know they are very keen to upgrade it as a hub to push out the COP for the platform.

News of a nice transaction would also be well received!

With the AGM scheduled for 30th June and the debt becoming due on 1st July, they are leaving things to the last minute thats for sure. I suppose it will be the 30th June before we hear anything now.