Tharisa (JSE: THA) share price, discussion & sentiment

Took the dip on THA at R25.56 to build a position, platinum fundamentals are stretched but the company's got decent margins and this selloff feels overdone relative to their cash generation.

Do you think the chrome price recovery is real or just a bounce. PGMs holding up better but ferrochrome margins still thin, and we're not seeing that translate to the bottom line yet. Where's the cash generation story.

Chrome and PGM both getting crushed globally so margins are getting hammered but the balance sheet is still solid and debt is manageable. THA pulled off ferrochrome production in a load-shedding nightmare which most mines would've folded on, so management actually knows what they're doing. Long holders aren't worried about the next 18 months, this is a commodity cycle play and we'll see what 2026 looks like when China actually starts buying again.

THA sitting at R25.25 and chrome prices are still holding up decently, but the real play here is waiting to see if they can get PGM volumes moving again. Ferrochrome margins are thin ja, so if platinum stays anywhere near current levels the upside could be lekker. GLTA

chrome prices still decent but man, ferrochrome margins got squeezed proper. tha's sitting at r25.25 and ngl if pgm basket holds up we could see some upside, but the rand swings are killing everything right now, eish.

THA up 3.39% to R28.95 today, which is decent given the broader PGM malaise. Impala Platinum's trading at a lower P/E multiple despite similar exposure, so THA's valuation looks a touch stretched unless management delivers on that vanadium upside they've been talking about.

THA up 3.39% but the PGM complex is still under pressure from weaker global demand and Chinese economic concerns. Hard to justify this bounce when the fundamentals haven't shifted meaningfully.

Tharisa's 3.21% pullback to R2800 presents an interesting contrast to Impala's recent operational resilience. Given Tharisa's dual PGM and chrome exposure, the valuation multiple compression we're witnessing today may offer a generational entry point for family offices seeking di

THA's 3.3% pullback to R2.799 presents a tactical opportunity for value accumulation, particularly given platinum's structural supply deficit and the company's leverage to both PGM and battery metals exposure. The sell-off appears emotionally driven rather than reflective of dete

THA up 4.80% today on those interim results, ja nee. Wonder how it stacks up against Impala or Lonmin though, or if I should just stick with a resources ETF instead of picking winners in the platinum space?

With THA up 6.90% on the back of interim results, the market seems to be pricing in improved PGM fundamentals, but I'm curious whether management's guidance on sustaining production volumes at current palladium-rhodium spreads justifies the move given the broader macro uncertaint

THA trading flat today but the rand strength against dollar is the real headwind here. PGM basket pricing in USD terms remains under pressure from weaker global growth expectations, which means even if volumes hold, the ZAR conversion benefit that typically supports the stock get

THA's 4.87% rally reflects typical platinum cyclicality rather than fundamental repricing. At current levels, the stock still trades at a discount to replacement cost of its PGM reserves, but persistence of high all-in sustaining costs alongside volatile basket pricing means embe

THA's -3.21% pullback to R2710 presents a tactical entry for systematic buyers given platinum's structural undersupply trajectory and the company's leverage to PGM pricing through its low-cost, high-ROIC asset base. The longer-term thesis hinges on whether management can sustain

Platinum sector running. THA moving +2.3% to R2598.00. More to go.

Took a small parcel of THA at the R2499 dip this morning given the PGM complex remains supported by structural autocatalyst demand, though the 1.96% pullback feels more technical than fundamental when you consider the company's diversified exposure across platinum, palladium, and

THA dropped nearly 2% today to R2499 so maybe now is the time to add a bit more, or should I wait to see if it drops further?

THA's down 2.24% today but we're still sitting 40% below the 52-week high, and platinum's structural deficit story hasn't changed. The market's pricing in too much near-term weakness when the commodity cycle favors producers like this over the medium term.

The 2.24% selloff looks overdone given platinum's structural tailwinds and Tharisa's improving free cash conversion. At these levels, the risk reward tilts decidedly in the buyer's favour, especially if you're running a three-month call spread against the R2700 resistance.

THA taking a knock today but the PGM complex remains under pressure with palladium struggling and platinum stuck in that R2400-2600 range. At current levels the dividend yield is looking reasonable if you're banking on a recovery in automotive demand, but the chart shows we need