Member Info for toptiger

the point is that kenyatta will be leaving in august and kenyan oil will be his outgoing legacy so hopefully this gets done by may 10. if later, not so much his legacy

think the tide is turning from slp over to ths, trades reducing a bit on slp and increasing on ths, as are the comments.

i hold both, but will add ths on weakness and sell slp on strength, i think with most stocks people want some growth / excitement with their obvious desire for profit, and slp has just become looking at the daily rhodium price

i would pay for the extra dilution (minimal) for a project almost twice current mkt cap any day of the week, if i have read it correctly

glad they have done it, seems a no brainer tbh, would have obviously preferred higher rhodium grades but the internal rate of return is eye watering, and knowing tharisa they will get on with it on or ahead of time and within budget

and we have the cash to fund it, like it

nice little summary, prob will be roughly in the right area, but always like to read these kind of calcs

superb company, have now shifted my allegiance from slp to here though still hold both

question for Tharisa admin....

any news on the smelter that can be told here that does not require an RNS, is it being built, or is in the plans ? Ive seen it in many presentations but not sure where we are with it

thks in advance, and keep up the good work

sadly ic52 they are not like tharisa in the way they go about things, the tharisa moves recently have been pretty spot on, i hold both but slp not my favourite anymore.

the problem with slp as i see it is that it vis left to flap in the wind with commods prices and all we can hope for is really a rising rhodium price. its a consequence of sitting on a cash pile and doing only the occasional efficiency project, unfortunately they are just not that ambitious

and very little selling, with some huge buys as well

beginning to really love tharisa

karo taking a while but these things do.....sure they have got it in hand

maybe recent sp move reflects this ?

the ths current price differential is totally justified, slp are not really that much of a growth company tbh, and just rely on the rhodium price. i hold both in roughly equal amounts and slp are just not that ambitious unfortunately

was also dissapointed with a huge cash pile that they couldnt maintain the special (then i guess it wouldnt be a special lol) but still ths have big, cost cutting efficiency plans, slp dont

ukraine apparently fighting back, but either way, there will be sanctions, nickel up 40% so this could be a commod technicality, profit taking of positions etc. if by some miracle russia lose they will hopefully and should still impose sanctions

should be back, nothing goes in a straight line

think they might need to revise the special divi, not too late :-)

dont think we have seen the move in rhodium yet either, who would have thought it would be overtaken by palladium ?

10% ish produced by russia so not sure what they are doing over there in rhodium land, and with chips slowly getting sorted......could easily be 23-24k soon

really shocked rhodium is only just ticking up, should be 22k-23k easily, as russia produce 10% ish a year, and we all know sanctions are coming....and for quite a long time too i would think and hope

this kind of thing.

03-Mar-22 11:06:36 107.00 1 Buy* 103.00 107.00 1.07 O
03-Mar-22 11:06:36 107.00 1 Buy* 103.00 107.00 1.07 O
03-Mar-22 11:06:36 107.00 6 Buy* 103.00 107.00 6.42 O

hence the stupid spikey chart we always get !

yes true stoodio, we know its going north, but these 100, 200 purchases at the top and bottom of the exact bid ask is the true price, they are not significant trades, just markers.

stoodio, come on, these whole integer price stamps are just bid/ask range markers, happens on the top and bottom, so cant really say "I'll take that for now", they arent real prices, either way.

any idea why this is called tower ? more like a sandcastle tbh